Daily Mail & General Share Discussion Threads

[selftaught] 07/3/2006 21:11

And here is the reason .......


"As the day began it was widely expected that Lonmin, the platinum producer would win automatic promotion while Daily Mail and General Trust, the newspaper group, would be demoted.

However, Lonmin dropped 4.8 per cent to £22.00 and Vedanta Resouces, also in contention, lost 4.5 per cent to £10.69, scuppering both companies' chances of inclusion.

Consequently Daily Mail, 0.3 per cent higher at 662p, retained its place."

[selftaught] 07/3/2006 20:56

Good to see a good performance today. I still believe they are undervalued/oversold. I would not be surprised to see 700p in short term.

[john hampton] 07/3/2006 19:41

Nice higher close, haven't seen that for a while. Looks postive, usually demoted stocks rally anyway. I remain long at various positions 635 -650p I think the sell off has been overdone and we can expect to see moves higher over coming months, interestingly moving higher today on a general red day, defensive qualities?

[call-logger] 07/3/2006 17:59

It's strange that DMGT RNS announcements and news don't generate A Flags in the Monitor or Portfolio

At least this thread has links to them in the header

(Trading update and news of Northcliffe reorganisation on March 15th for those in a hurry)

[selftaught] 06/3/2006 22:20

From experience, the relegation could be a trigger for a rerating as Trackers take a stake in company. Obviously, ftse 100 trackers will have to sell, but I would expect the price to rise pretty soon. The shares are still undervalued in my opinion.

[ttg100] 06/3/2006 14:10

not cheap enuff yet then
may pull back on poss exit from ftse100
let's see if orders filled then.
still want to own the stock but would
like to pay a little less please !!
:)

[john hampton] 03/3/2006 12:58

Good recovery prospects, moving up slowly after recent falls.

Strong support area around 630 - 640p area

[call-logger] 02/3/2006 22:49

ttg

I don't look at intraday charts but my guess is that at some stage you'll get the entry you're looking for. Anecdotally, I can't count the number of times that I've woken up, logged on said "Zut alors, I'm down x grand", only to have a bath and the position has reversed. And vice versa.

Obviously I'm not a day-trader, but it could well be possible to make bucks on this share while it's faffing around in a trading range.

Must say I was surprised we were up today considering the results and comments from the Mirror but to be honest I'm not on the same wavelength as the City mob.

Bought the Standard today so that should add a bob to the bottom line.

[ttg100] 02/3/2006 15:56

mmmmmmm
excellent performance against the indices again
looks like may have to pay more than I wanted
will leave for a couple of days see if settles.

[ttg100] 02/3/2006 11:39

excellent call-logger
everything we need on one page

unlike you longer term traders I was attracted by
the o/sold position at 630 so bought stock and some via sb.
Always attrcted to a stock that has bits and pieces
can sell off that are not core(imho) if the management
get under some pressure to perform as easiest way to
quickly transform appearance.This looks to me like a
perfect example where investors(!!!!!!!!!!) over reacted
to not selling regional titles.
I have left some buy orders from 643 down which I hope
get filled then pop back up for you guys.Depending on indices
this may not happen and poss have to pay more.
:)

Don't think you will get lots of posts call logger as doesn't
seem to be an actively traded stock at the moment but at least
you shouldn't get those silly rampers all the time.
will keep in touch
GL all

[call-logger] 01/3/2006 23:11

selftaught, I did indeed see your previous postings and it was because of yours and ttg's postings that I offered to jazz up the thread

What do you think has restrained the DMGT shareprice over the last year or so? I've always assumed that it's been concerns about advertising in the printed media but am really interested in other suggestions

[selftaught] 01/3/2006 15:57

If you read my previous contributions, you will see that I agree. In fact, I am indeed tempted to add more to my fairly large holding at the current price.

[call-logger] 01/3/2006 00:05

OK, I've had a crack at creating a new thread



Feel free to criticise or add suggestions

It's got the charts and news so doesn't fail on that front

[call-logger] 01/3/2006 00:01

My family has held this share since its incorporation and though dispersed over the generations through the various lines of the family tree, like the apocryphal story of the little old lady and her Coca Cola shares it has grown so that if our holdings were accumulated they add up to a tidy sum

So, a share with a great past and a core holding for me, but what of the future?

The recent (abortive) attempt at selling off the Northcliffe papers suggest that DMGT are interested on focussing on a whizzier direction. But where?

This share has underperformed the AllShare index by 30-bloody percent this year despite once again making record profits, record EPS and paying out record dividends

Can this continue to be so overlooked? Is this the time to step into this undervalued share?

Feel free to discuss.

[call-logger] 28/2/2006 23:14

Daily Mail and General Trust plc was incorporated in 1922 and its shares were first listed on the London Stock Exchange in 1932. As one of the longest-established media companies in the UK, DMGT has long invested in quality and editorial excellence in order to become one of the most successful information providers in the country.




The Company is controlled by Rothermere Continuation Limited which has 63.1% of the voting equity; another shareholder, Codan Trust Company Ltd and Codan Trustees (BVI) Ltd owns 25.8%.
DMGT has outperformed the wider market over the last five, ten and twenty years

Over the last decade it has expanded from its newspaper base into a variety of media forms, both in the UK and around the world. Investments in electronic publishing have put the Group at the forefront of new and exciting media developments.



Associated is the publisher of the Daily Mail, The Mail on Sunday, the Evening Standard, Metro, Ireland on Sunday and Loot. It is also responsible for overseeing and developing the Group's consumer internet properties.



Teletext commercial teletext services across the family of ITV and Channel 4 channels in analogue and digital (Sky and Freeview) homes, five and on mobile phones.Around two million holidays are sourced via Teletext Holidays every year and Teletextholidays.co.uk regularly appears in the top three travel websites visited.

Teletext Cars launched this year, becoming the UK's first free service for consumers to find the best new and used car deals via their TV remote control.

This division also includes a 20% stake in ITN which may soon be up for sale



Northcliffe Newspapers is one of the largest regional newspaper publishers in the UK. Operating from 18 publishing centres, Northcliffe publishes over 100 publications in the UK including 20 daily titles, 28 paid-for weeklies and over 50 free weekly newspapers. The portfolio has a weekly combined circulation of 9 million copies. Furthermore, Northcliffe's network of 24 thisis local websites hit 1.5 million unique users in 2005. Other commercial activities include contract printing, news retail as well as an international publishing portfolio in Hungary and Slovakia.



DMG Information's business to business division operates in real estate, insurance mapping and geo-spatial information and chemical information.

The careers division comprises Hobsons, a graduate and educational recruitment publisher and Study Group, a provider of academic, English language and vocational education.



Euromoney is a leading international business-to-business media group, focused primarily on the international finance sector. It publishes more than 100 magazines, newsletters and journals. It also runs an extensive portfolio of conferences, seminars and training courses and is a leading provider of electronic information and data covering international finance and emerging markets.


dmg world media is an international exhibition and publishing company that produces more than 300 market-leading trade exhibitions, consumer shows and fairs each year and publishes 45 related magazines, directories and market reports. The company maintains a worldwide presence through more than 30 offices in the United States, Canada, the United Kingdom, France, the United Arab Emirates, China, Australia and New Zealand.


DMG Radio Australia holds ten radio licences, including the national Nova FM network of stations in Sydney, Melbourne, Brisbane, Adelaide and Perth. In August, Vega 95.3 FM was launched in Sydney and its sister station, Vega 91.5 FM in Melbourne, launched in October 2005.

DMG Radio also owns 14.3% of GCap Media plc, the UK's leading radio broadcaster.

[call-logger] 28/2/2006 16:30

OK, I'll give it a go this evening

It'd be interesting to see that comparison with UKX over a longer time period eg six months / a year. My guess is that DMGT has well underperformed

[ttg100] 28/2/2006 16:01

excellent performance against crashing Ftse today



maybe should have held on to them
def one to watch

[ttg100] 28/2/2006 15:55

>> call-logger
yup please
as only 27 posts prob quite easy to copy/paste them over.
can you add the "News" box as always find useful if missed anything?

[john hampton] 28/2/2006 15:40

Spreadbetters dream I reckon, hopefully more upside than down, in from 640p!

[selftaught] 27/2/2006 21:05

Hold for further gains.... still flashing good value to me.

[call-logger] 27/2/2006 12:50

LOL, what was p&m anyway?

[ttg100] 27/2/2006 12:39

changed my mind
sold at 646.10 as quite big pos.

hope to buy again cheaper
if not will cost me more.