Share Name Share Symbol Market Type Share ISIN Share Description
Entertainment One Limited LSE:ETO London Ordinary Share CA29382B1022 COMM SHS NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -8.00p -2.09% 374.20p 373.00p 373.20p 382.00p 371.80p 382.00p 1,198,177 16:35:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 1,044.5 77.6 14.8 25.3 1,739.75

Entertainment One Share Discussion Threads

Showing 10101 to 10124 of 10125 messages
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DateSubjectAuthorDiscuss
06/9/2018
10:36
Looking very strong in a weak market.
neilsy
29/8/2018
15:31
Kames buying in here
robow
22/8/2018
08:16
Quick question (I haven't been able to find the answer but might have just missed it) - how much revenue does this "$1.7Bn" rights library generate? For an asset of that size I would expect a return of at least 5% per annum, is the rights revenue shown anywhere in the accounts? In the meantime Netflix and Amazon (not to mention Apple and Disney) are swamping the market with new content. To my thinking this level of new content generation is bad news for existing rights libraries but good news for content and ancilliary service providers (e.g. production houses, sub-titling services, etc). Still good news for ETO but I'm not sure this continued focus on the rights library valuation is the right place for our attention.
zulu_principle
15/8/2018
08:08
"The Company's rights library, valued at US$1.7bn (at 31 March 2017), is exploited across all media formats and includes more than 80,000 hours of film and television content and approximately 40,000 music tracks." RNS Number: 8013X. 15 August 2018 Current market cap of £1.34bn, @344p, compared with rights library valuation of £1.34bn at the current exchange rate of £=US$1.27.
masurenguy
16/7/2018
07:54
Standard Life Aberdeen disposed of a further 275,000 shares last week to reduce their current holding by 1.2% and to dip below the 5% notifiable threshold. Edit: Quite possibly Darryn since there seems to be some current momentum in the wake of the M&A activity surrounding Sky TV. However, we are in a potentially volatile market and any significant fall always has the potential to generate a sharp retrace here.
masurenguy
13/7/2018
14:03
I agree with ayrshire1. Do you think we will top £4 this summer Mas?
darryn1
12/7/2018
22:56
Some good informative posts there Masurenguy. Profit takers out today but I'm holding onto my shares for now.
ayrshire1
12/7/2018
16:50
Go ahead as you're clearly unable to engage in any intelligent dialogue so, like Trump or Bojo, you can shoot your mouth off without acknowledging, or being accountable, for any of your past assertions.
masurenguy
12/7/2018
15:40
Look, we obviously each regard the other with total contempt, so I shall filter you, and then you do as you wish, okay?
foxeye2
12/7/2018
15:29
The only person who has made a fool of himself on this thread is you, as clearly evidenced in the summary of your prior posts above, which of course you have completely ignored !
masurenguy
12/7/2018
13:03
I stated before, you were making yourself look really silly with your false claims regarding ALT of share price prices etc. Your most recent posting just confirms my view.
foxeye2
12/7/2018
10:41
foxeye2 - 2581"Closing price yesterday was indeed slightly higher than it was three years ago" Certainly was and it was also the equivalent of 487p pre-placing and rights issue 3 years ago. But of course that is only relevant to people who bought prior to October 2015. foxeye2 - 2581"a profit is not a profit until you sell the resource and the cash is in your pocket or bank account. Until then 'paper profits' may give you a nice warm feeling, but little else." Gosh, really ! Thank you for educating everyone here with your superior insight into investing. Masurenguy - 2550: I built my stake here in the very early days. Since then I have sold circa 50% of my overall holding (some of those sales are recorded on this thread) since it often makes sense to take some profits off the table and to re-balance a portfolio. My residual holding is currently circa 500% up on my average cost after factoring in the additional discounted shares acquired during the 2015 rights issue and the subsequent dilution from the two share issues in January and February this year. I don't fall in love with any share and if my confidence in the future potential of this company eroded then I would have no compunction in selling the rest of my shareholding. I did a quick check on your prior posts on both this thread and my previous thread. foxeye2 15 Jan '16 - 866: I too am underwater with the Pig, although not to the same degree as alluded to by others, and certainly not as much as the Canadian Pension Plan Board, Capital Research & Management or the M & G Investment Management must be. ETO appears to be little more than a 'gamblers' stock, for those willing to have a punt. Investors meaningful research seems to be almost impossible. foxeye2 26 Feb '16 - 7418: For those 'gamblers' out there, crack on and good luck, but ETO is not currently for investors hoping to make a profit. Closing Price 147p foxeye2 2 Jun '16 - 1359: Real gamblers stock this one, not for serious investors. Closing Price: 175p foxeye2 12 Apr '17 - 229: I would urge individuals to revisit their research into ETO and then make a decision according to their particular circumstances. I have no hidden agenda as I sold out a long time ago, (thank God) but urge others to think for themselves rather than just blindly follow some of the more optimistic posters on this Board.Closing Price: 244p foxeye2 7 June '18 - 2555: No more from me. I spent my entire working life regularly dealing with idiotic people and I have no desire to do so now in retirement, so carry on believing what you will and Good Luck.Closing Price: 332p Last nights close was 382p. Some profit taking this morning has taken it back down to circa 360p. Thank you for your great investment wisdom and insight into this "gamblers stock" over the past couple of years. We are honoured that you can spare a little of your valuable retirement time to educate the "idiotic people" on this thread. We will await, with bated breath, your next piece of patronising advice to all of the foolish and naive PI's who post here !
masurenguy
12/7/2018
08:54
Congratulations Masurenguy and others who have held shares here for some time. Closing price yesterday was indeed slightly higher than it was three years ago, but of course, a profit is not a profit until you sell the resource and the cash is in your pocket or bank account. Until then 'paper profits' may give you a nice warm feeling, but little else. Looking at the share price this morning, the increase yesterday may be short lived. We shall wait and see.
foxeye2
11/7/2018
16:19
An oasis of blue today in a sea of red and a new ATH too!
masurenguy
11/7/2018
08:00
Standard Life Aberdeen have been taking some profits, reducing their holding by 30% over the past week or so by selling 10.7m shares. They had previously been increasing their position from 4.6% to 7.35 over the past 4 months. They now hold 23.2m or 5.04%, down from 33.9m or 7.35%. That explains some of the recent large trades but a more interesting question is who has acquired them
masurenguy
11/7/2018
00:56
Recently came across this interesting tip from IC that was originally published 6 months ago. Apart from the movement in the shareprice - up 15% since then - most of the other factors still remain valid. Buy Entertainment One, before it's gone Megan Boxall, Investors Chronicle, 4/1/2018 IC Tip: Buy at 322p The way we watch TV is changing. Netflix and its digital peers have arrived on our screens with a bang and the ensuing competition has sparked a flurry of consolidation among traditional media groups. The reason? Original film and television content has become enormously valuable. Entertainment One (ETO) – or eOne – therefore looks ripe for a takeover offer. In March 2017, its library of content was valued at $1.7bn (£1.3bn) and this is expected to have risen by the time the group announces its full-year results. In Peppa Pig and PJ Masks, eOne boasts two incredibly popular children’s television programmes and its acquisition of the Mark Gordon Company means it produces a plethora of big shows for the small screen. More importantly, the group is now prioritising investment in original films and television content, above those acquired from other companies. In the first half of the current financial year, original content absorbed two-thirds of the £230m production investment and management has cut its targeted annual spend in acquired film from £150m to £130m. eOne’s shares may have already been boosted by the recent wave of takeover speculation but it is certainly not out of the price range of deep-pocketed media peers, particularly in the US. The group trades on a forward enterprise value to adjusted cash profit multiple of 8.9 times, which is well below the 11.3 times multiple telecoms group AT&T has offered media producer Time Warner, or the 9.2 times valuation Disney’s bid has placed on 21st Century Fox. Moreover, eOne’s content library has roughly the same valuation as the entire company’s market capitalisation. And there is certainly not a shortage of potential buyers. Comcast, Verizon and Sony all revealed their enthusiasm for expansion into the media industry when they attempted to buy Fox. Tech giants Amazon, Apple and Facebook have begun to bulk up their TV divisions by employing well-known producers. But perhaps the most obvious buyer would be Netflix, which is expected to be hurt by the Disney/Fox merger. Disney has already said it is going to pull its films off the platform in 2018 and if it takes Fox’s programmes as well, Netflix could lose almost a fifth of its most popular content. Therefore, buying its own library of shows and a high-quality production company could be a very sensible move. In the UK, eOne is a former quarry of ITV (ITV). That merger came unstuck due to the target’s Canadian heritage. The group receives tax credits for its investment in Canada, which provide a vital source of funding for its film division. A bidder would need to keep the Canadian domicile if it was to retain the tax credits. Aside from its content, there’s a lot for potential bidders to like about eOne. Between 2013 and 2017, the group reported compound annual revenue growth of11 per cent, while adjusted cash profit leapt from £63m to £160m. A considerable bulk of the recent expansion has come from the high-margin family division (17 per cent of revenue and 74 per cent of adjusted cash profit) which is made up of the Peppa Pig and PJ Masks franchises. The former has recently taken off in Asia – which helped send half-year revenue up 18 per cent to £37.4m – but is fast being caught up by PJ Masks, which reported a 600 per cent increase in revenue to £22.3m in the first half. The two remaining divisions – film and television – generate impressive revenue, but due to poor margins in TV and the loss-making film division, together only contributed 35 per cent of overall adjusted cash profit in the first half. But the transition of film and TV distribution from physical to digital format is on track to save £10m in the current financial year and the merger of the two divisions is expected to generate a further £8m of savings before 2020. Higher margins and an improvement in revenue due to the upcoming release of big titles for both the big and small screen means broker JPMorgan expects adjusted cash profit in the combined TV and film division to grow from £110m to £127m between 2018 and 2020. IC View There is a lot for a potential bidder to like about eOne. Its diverse range of original films and shows tick the boxes during a time when content is incredibly valuable. The group has a solid balance sheet, with net debt expected to represent just 1.3 times adjusted cash profit by the end of March 2018. Meanwhile, research house Edison puts eOne’s discount to the sector at about 30 per cent, based on an enterprise value to operating profit multiple. As the group invests in original content and cuts costs, that looks increasingly unwarranted and provides a good opportunity for investors and bidders alike. Buy https://www.investorschronicle.co.uk/tips-ideas/2018/01/04/buy-entertainment-one-before-it-s-gone/.
masurenguy
10/7/2018
17:00
Some very large trades going through @372p, in the last 25 minutes before the market close today ! 1,696,057 @372p 500,000 @372p 500,000 @372p 694,458 @372p 300,000 @372p
masurenguy
09/7/2018
11:19
Thanks, phew! I'd miscalculated the dilution impact
nick_dunton
04/7/2018
07:46
Hi Nick Dunton - a very miniscule dilution as pete160 has stated above.
masurenguy
04/7/2018
07:15
My reading is that they have issued 1.23 million new shares to rank alongside the 462 million already in issue so technically yes, some dilution but only c. 0.25 %
pete160
04/7/2018
06:57
Hi Measurenguy, does this mean we'll be diluted?
nick_dunton
03/7/2018
07:10
RNS Number : 3453T Entertainment One Ltd 03 July 2018 Investment in Sierra Pictures LLC Entertainment One Ltd. is pleased to announce that further to its initial investment in 2015, the Group has completed the purchase of the remaining stake in leading feature film production and global sales company Sierra Pictures LLC, which results in full ongoing ownership by the Group. Sierra Pictures enhances eOne's capabilities in producing and acquiring premium films and cultivating successful relationships with leading industry talent and creatives, further increasing direct involvement and ownership in content. Wholly-owned Sierra/Affinity, the international sales company, will continue to represent films from third party producers, as well as leveraging its operations to sell eOne titles into territories where there is no direct distribution infrastructure. Following completion and in order to satisfy consideration for the acquisition, application has been made to the UK Listing Authority and the London Stock Exchange for 1,231,768 common shares in Entertainment One Ltd. to be admitted to the Official List and to trading on the London Stock Exchange. The shares shall rank pari passu with the existing common shares of the Company and it is expected that admission will take place on 4 July 2018.
masurenguy
28/6/2018
10:19
Good luck zulu_principle. It is never wrong to take profits even if hindsight subsequently demonstrates that one could have sold at a higher price. I also took some profits here recently by selling 40% of my holding at an average price of 3.47p but the 60% that I retain still makes ETO my third largest holding. I think that the 33% rise over the past 7 weeks was largely fuelled by speculation that ETO could be a target with the current M&A activity surrounding other production & content media businesses. I think that will ultimately be the end game here too but who knows when it might happen !
masurenguy
28/6/2018
09:23
Decided to lock in my profits and sold out last week at 360p and 366p (something I might come to regret!). I think the current re-rating has gone too far and there are other opportunities available with better potential short to medium term upsides. ETO's strength for now seems to lie in the fickle world of character licensing (my grand-daughter announced on Sunday that her favourite TV programme is no longer Paw Patrol but is now PJ Masks). I also find ETO's continued inability to deliver meaningful free cash flow worrying. When (if?) the price retrenches to the 320-330p level I'll be tempted back in. It's been an interesting four years - good to have found a bulletin board where most of the debate is well-informed and polite. Just a personal view - DYOR and all that.
zulu_principle
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