Entertainment One Share Discussion Threads

[pedr01] 01/2/2019 09:05

Distribution of "Peppa Celebrates Chinese New Year" expanded into US and across globe.

[gareth004] 30/1/2019 17:01

Some big after our trading here, looking good for tomorrow?

[jrr1] 29/1/2019 11:06

holy pig more like!

[pedr01] 29/1/2019 10:45

Holy cow ...

A promotional video for Peppa Pig Celebrates Chinese New Year recently went viral on social media platforms, clocking up over 1.5 billion views in less than one week

[compoundinge] 23/1/2019 09:13

Who did he sell it to? anyway of finding out

[kenone] 23/1/2019 07:53

Throop has sold 1.5m shares . Assume he's not about to sell the whole company any time soon then. Will be interesting to see how that affects the share price today

[compoundinge] 22/1/2019 16:01

Five-year-old Peppa Pig fans in China get green light for 'dream' visit to Buckingham Palace

[compoundinge] 22/1/2019 14:08

Peppa Pig trailer is a smash hit in China | Financial Times Peppa Pig trailer is a smash hit in China | Financial Times

[biggerbil] 22/1/2019 12:38

Peppa Pig: China falls for an unlikely UK brand ambassador:

[compoundinge] 21/1/2019 13:02

The fight for content intensifies in 2019 as streaming VODs including: Disney, Amazon, Apple, YouTube.. not to mention China, Wechat (QQ), Alibaba Pictures all craving for quality content/entertainment and a strategic position to win eye balls/subscribtions.

ETO Family Division (Peppa Pig, PJ masks, Ricky Zoom etc..), and ramping up TV series is no doubt valuable asset which is critical for winning the market share in family category, these are the long-term customers willing to stay and pay. Disney promising to take away content from Netflix end of year will only fuel acquisition for exclusivity assets to drive sustainable pipeline.

[farnesbarnes] 20/1/2019 07:56

Debt to net op cf 37?!
Debt to FCF 80 last year, minus 40 this.

7 nov 18 -

[kenone] 19/1/2019 10:35

Always a possibility of takeover interest this year . Netflix ?
What with that and the sales of PP in China, I think the J P Morgan price target of 572p is not unrealistic.

[pedr01] 18/1/2019 15:47

Chinese firms ordered to stop selling Peppa Pig-themed toys after British firms win landmark copyright court ruling
Two Chinese businesses were told to stop making and selling a toy kitchen set using the image of the children’s favourite and to pay US$22,000 in fines for breaching makers’ intellectual property

[pedr01] 18/1/2019 12:40

340 million views in one day bodes well for the release of the movie ...

hxxps://radiichina.com/short-film-what-is-peppa-breaks-the-chinese-internet/

[compoundinge] 18/1/2019 09:36

Markets responding to Peppa Pig gone viral in China social media again today just before Chinese New Year expecting to boost sales of mechandise and popularity of special CNY peppa movie during this key festival.

[kenone] 31/12/2018 08:50

Yes - J.P.Morgan have a price target of 572p . Topped up my holding this morning.

[grantley] 30/12/2018 09:43

Tipped as a share of the year for 2019 in the Sunday Times today.

[zulu_principle] 21/11/2018 12:48

Bull - which arbitrary figure are you referring to?

Around £3.20 to £3.30 is where I'd start thinking the company might be undervalued again having previously sold out at just over £3.60 (see post 2570 – June 2018). Time to start doing some number crunching and decide whether to reinvest or not.

If you're referring to the level of turnover generated by the content library what return would you be happy with?

Given ETO can’t transmit the library for themselves the only actual proof of its value is how much broadcasters are prepared to pay for the programmes on offer when using them to fill their own schedules. At the moment I can’t see any way of assessing this but I still hope I’m not paying sufficient attention and someone will point me to the relevant part of the trading update.

[bulltradept] 21/11/2018 10:19

Why don't you pick another arbitrary figure out of the air?

[zulu_principle] 21/11/2018 09:11

Still got this one on my watch list as a potential reinvestment if it falls to around £3.20.

As always seems to be the case the company continues to burn cash and seems worryingly incapable of generating a positive cash flow. Family Division also continues to be the "jewel in the crown" and reflects continued good decision making in that area.

Once again the content library has been revalued upwards (after some write downs) so anyone buying the company at this morning's market cap effectively just pays for the library and gets everything else for free. Got to be something wrong there!

I've asked this question before but can anyone see how much money the content library actually generates? For such a valuable (and growing) asset I'd be expecting an annual return of at least 4-5%.

[tomps2] 20/11/2018 14:45

Analyst presentation from this morning:



CEO and CFO talk through results, with Q&A at end.

[neilsy] 20/11/2018 08:25

Couple of Interesting bits from the results. Peppa Pig still growing strongly and Narnia sold to Netflix including both tv series and films.

"Peppa Pig has continued to grow in the period with revenue of GBP41.7 million (2017: GBP35.4 million)"

"eOne has also recently entered a multi-year deal with Netflix and The C.S. Lewis Company to develop classic stories from across the Narnia universe into series and films for its members worldwide."

[yf23_1] 20/11/2018 08:18

Not another loss turned into an adjusted underlying profit !

[tomps2] 20/11/2018 07:28

Results overview by Darren Throop



Business Performance in the period – 00-18
Family and Brands: going from strength to strength – 00:41
Film & TV: positioned for growing demand – 01:15
Summary & Outlook – 02:13


The analyst presentation will follow later today.