Character Share Discussion Threads

[mcartdon] 16/3/2016 22:57

unlisted companies included aim in past

[breaktwister] 16/3/2016 21:47

Companies on aim are not private. This cgt on private companies does not apply in any way to listed companies which are all public.

[mcartdon] 16/3/2016 17:10

chancellor reduces cgt on companies to 20 % and on private companies ? aim? to 10%
does this apply to character as aim company as it used too several years ago?.

[buffythebuffoon] 12/3/2016 15:44

Fido is in the doghouse at the moment.

Buffy

[h1a3] 12/3/2016 10:56

Does anyone have any update about telebubbies?
Also, Fido has been quiet on this site in recent times.

[mcartdon] 09/3/2016 16:20

there have been few buybacks over the last period, the company is a cash cow and has produced a huge amount of money.
what is it going to do?

acquisition,not a good history there.
change of direction not a good history there.
buyback at a price,
extra dividend,
increased regular dividend, making it 4% or 20p a year
with a policy change from buybacks
taxation of dividends is a negative but the cash pile is becoming significant.
is news due/ trading update before tax year end?

[buffythebuffoon] 09/3/2016 15:22

Yeah boys...it's gone up.

Buffy

[thorpematt] 09/3/2016 13:46

Well I have it as a breakout but not from triangle but more just a horizontal resistance at 500p. It's tried a few times at that level despite the general idexes having struggled of late.

I concur it has formed something of a pennant of late and a breakout one way or another should be expected. Heading north is more liekly IMO ...but then again I would sya that since I am long here.

[bruceylegs] 09/3/2016 09:55

Broken out of triangle formation to the upside:

hxxp://www.4-traders.com/CHARACTER-GROUP-PLC-4002390/

See chart mid-way down the page.

[darlocst] 19/2/2016 16:31

DHX Media Ltd. (DHXMF) F2Q 2016 Earnings Conference Call February 16, 2016 8:00 AM ET



...Since CBeebies has commissioned the new series in June 2014, we have signed more than 50 licensing deals for Teletubbies worldwide and they are more to come. The toys are in the UK is just the start of a variable flood the Teletubbies consumer products that’s been prepared for a global roll-up. By this time next year, in addition to playing with Teletubbies plush dolls, we expect kids around the world to be reading Teletubbies books, carrying Teletubbies backpacks, learning from Teletubbies electronics, and much, much more. Needless to say, we are excited about the potential for this brand.

Teletubbies premiered in the UK in November as CBeebies number one show. While it is still a bit early to share any methods around Teletubbies toy sales, what we can say is that we’re off to a very fast start...

[squibno1] 07/2/2016 11:17

As per Toy News mention last autumn-
Character Options is introducing a line of arts and crafts products to its extensive portfolio of Peppa licensed toys including dough, doodlers, easels and felts.

Character will also be launching Peppa construction toys in the UK from January 2016.

Should help to offset any perceived Peppa Pig product fatigue.

[squibno1] 07/2/2016 11:10

Thanks Glaws2.
I found the quote was on 2.12.15 nzherald.co.nz re an article on Peppa Pig.
"One of those licensees is Character Group, which owns the master licence for Peppa Pig toys. It is the latest firm to declare profits from Peppa's popularity, with pre-tax profits up 73.2 per cent to £12.3m in the year to August 31. Group revenues rose 1.2 per cent to £99.1m, with sales of Peppa Pig toys alone making up a quarter of that sum."

[mcartdon] 06/2/2016 17:17

character recommended as a Iht tax efficient vehicle and on its merits as an aim share performing well, as part of any tax planning portfolio. useful tip for investors.

[glaws2] 06/2/2016 14:03

Squib - I can't confirm, nor refute, your statement but facts are :

1. The top 10 brands make up 80% of sales
2. The domestic market is 75% of sales
3. Internationally Peppa pig accounts for 66% of sales
4. In the video Driver said he hoped the US sales of the pig would triple.

I think your 25% of sales for Peppa Pig is close to the mark (given that 15% are known to come internationally) but I have never seen that figure stated. The tripling of sales was definitely in the context of the US.

[squibno1] 06/2/2016 08:59

I am sure I have read / heard somwhere that Peppa Pig accounts for 25% of Character's sales. In the interview it appeared that Jon Driver was saying that he anticipates that Peppa Pig sales will treble. Can anyone confirm if they have interpreted the same or have I misunderstood somewhere?

[timberwolfequity] 05/2/2016 12:05

Analysis of Character Group

[squibno1] 05/2/2016 09:39

I wonder if this rule will be affected should UK vote to leave the European Union.

Hasbro and Mattel said to have discussed possible merger - perhaps may trigger other takeover action in the toy world.

[mr_spock] 04/2/2016 09:52

Something to be aware of. Major changes to customs legislation to impact toy market says Toyworld Magazine.

[deanowls] 02/2/2016 15:30

Thanks Glaswegian much appreciated.

[glaws2] 02/2/2016 13:01

deanowls - a very brief affair which focussed on the formalities. Although there were a good half dozen shareholders only two asked asked questions.

One asked some in depth questions on the treatment of mark to mark variances to which the thrust of the answer is that they are a non cash item that company effectively ignores them in assessing the performance. It's a shame they don't actually practice that in public - the above interview re-iterated the 70%+ increase in PBT with is actually around 13% if you remove the mark to mark variances.

I asked about the H2 sales revenue shortfall - as it had been stated that the domestic market (75% of sales) had held well the internal sales must have collapsed. They wouldn't go that far (although my calculation suggest a £10m hit) but did say the US sales of Dr Who had been disappointing along with Italy's Peppa Pig.

I asked about the Clangers - a disappointing uptake but not a significant product line.

I also questioned the current performance - a 6% sales growth is half of what they need to achieve targets and was given a very bullish answer that they see sales growing strongly, including a rebound in international sales - to the extent that they see H2 performing more strongly and to make up the the current shortfall. Hence the inline trading statement. They also talked about Teletubbies - much as shown in the interview.

Kiran Shah went out of his way to introduce himself to shareholders and also distributed the latest Allenby note

[deanowls] 02/2/2016 12:15

Glaws are you able to give a summary of the AGM?

[glaws2] 02/2/2016 10:25

Thanks Darlocst - this confidence was also evident at the recent AGM.

[darlocst] 01/2/2016 11:03

CCT interview released today. Management sound extremely confident on outlook for this financial year.

Teletubbies shipped in last couple of weeks to UK market and exceeding expectations so far.

[glaws2] 01/2/2016 06:39

At the AGM they stated that Clanger sales had been disappointing.

[carcosa] 31/1/2016 13:54

July, last year.