Share Name Share Symbol Market Type Share ISIN Share Description
Eros LSE:EROS London Ordinary Share GB00B13JS954 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 235.50p 0.00p 0.00p - - - 0 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 141.7 30.0 15.1 13.1 308

Eros Share Discussion Threads

Showing 10526 to 10548 of 10575 messages
Chat Pages: 423  422  421  420  419  418  417  416  415  414  413  412  Older
DateSubjectAuthorDiscuss
17/8/2017
08:20
"Opaque" at best. Still - the shorters haven't been right so far, & market cap still sufficient to think they can raise yet more cash. Alternative isn't great for bondholders but it'd be catastrophic for shareholders.
spectoacc
17/8/2017
08:18
In terms of balance sheet value about 2/3 thirds of it appears to be outside the quoted indian subsidiary, roughly $600m.
lonrho
17/8/2017
08:04
Thanks @lonrho, didn't know that - thought they were senior but unsecured. The other thing I wasn't sure about was where the ownership of the content library resided?
spectoacc
17/8/2017
07:36
Spectoacc The bonds moved from unsecured to fully secured in April 17 when they were given security under a negative pledge clause to match the RCF which became secured at the same time. Since then the RCF has been significantly paid down. Haven't a clue what the security is on must be either over some shares in the quoted Indian subsidiary or the program library.Having said that the security better be good because the company appears to be in a severe liquidity crunch and Eros has continued to sell shares in its quoted Indian subsidiary since the recent results announcement.
lonrho
17/8/2017
07:19
Indeed. Obviously heavy dilution the best option for us ERO1 bondholders (though "sale rumours not credible" seems a little harsh - the catalogue has value). But even their worst-case of bankruptcy shouldn't leave the bondholders with nothing. After years of rumour & counter-rumour, can't rule out more of the same.
spectoacc
16/8/2017
19:31
Eros: Roll The Credits Summary We believe Eros is facing a liquidity crisis. In our opinion, recent sale rumors are not credible. In a best case scenario, we believe Eros will issue equity and massively dilute shareholders. A worst case scenario sees the SEC fail to approve Eros’s shelf filing and the company file for bankruptcy. hTtps://seekingalpha.com/article/4098646-eros-roll-credits -- Be interesting to see if the bears are right.
smurfy2001
08/8/2017
16:16
It's just a ramp to sell new shares they filed a shelf for. If they had a serious buyer on the hook they'd have been daft to have been selling down shares the subsidary company in India (where the IP resides) as late as last week.
loglorry1
08/8/2017
16:12
Bollywood production company Eros wants Silicon Valley to buy its $1bn library - HTTPS://www.thetimes.co.uk/edition/business/bollywood-production-company-eros-wants-silicon-valley-to-buy-its-1bn-library-c7xsq763c A Bollywood production company is seeking to lure Apple, Amazon and Netflix into bidding for its film and music library amid demand for greater exposure to the world’s fastest growing market for internet services. Eros is in early talks with the American companies over the sale of its library, which holds more than 3,000 Indian films and could be worth about $1 billion, according to local reports. The production house is understood to have started a review of its options about six months ago and had sought to strike agreements with leading domestic broadcasters. The potential sale comes after Netflix and Amazon launched platforms in India last year and amid a power struggle between the two to dominate the Indian market...
speedsgh
08/8/2017
06:50
If they actually manage a deal (if), a 44 day, 28% short position would make for a very interesting market.
spectoacc
07/8/2017
17:59
There are a number of shorts on so was no surprise to see this article pop up. I don't believe the poster has no short position. Short Interest (Shares Short) 10,103,600 Short Interest Ratio (Days To Cover) 44.0 Short Percent of Float 28.68 % Short % Increase / Decrease 2 % Short Interest (Shares Short) - Prior 9,915,000 hTtp://www.markit.com/Commentary/Get/10072017-Equities-Most-shorted-ahead-of-global-earnings
smurfy2001
07/8/2017
17:45
Eros: Take Rumors With A Grain Of Salt - HTTPS://seekingalpha.com/article/4095880-eros-take-rumors-grain-salt
speedsgh
07/8/2017
15:13
Very high volume let's see how this pans out. 10.55 +2.35 (28.66%)
smurfy2001
07/8/2017
14:45
It's on Macrumours. hTtps://www.macrumors.com/2017/08/07/eros-group-apple-sell-media-library/
smurfy2001
07/8/2017
14:39
9.60 +1.40 (17.07%) Someone trying to offload stock or a little short sqeeze ? How could a company valued at $500m offload content at $1bn? "Eros International had said that the company has decided to move away from large-scale acquisitions and focus on co-productions, a move which industry experts say fuelled more from the cash crunch situation and recent big-ticket failures. "
smurfy2001
07/8/2017
14:34
"Eros Now, billed as the Netflix of Bollywood. " LOL!
smurfy2001
07/8/2017
14:31
I bet this leaked and was the reason it ran up so much pre-results. When no mention of it in results, back down it came. (Ignoring that the results themselves could have caused that - but the run-up was decidedly odd).
spectoacc
07/8/2017
14:29
Eros Group in talks with Apple to sell its content library of movies and music for around $1 billion - HTTP://economictimes.indiatimes.com/industry/media/entertainment/media/eros-group-in-talks-with-apple-to-sell-its-content-library-of-movies-and-music-for-around-1-billion/articleshow/59946497.cms Eros Group to sell content library of movies, music to Apple Inc for $1 billion? - HTTP://www.firstpost.com/entertainment/eros-group-to-sell-content-library-of-movies-music-to-apple-inc-for-1-billion-3903325.html
speedsgh
03/8/2017
15:26
Eros claims to be “well-capitalized” yet plans a shelf offering. The company also sold shares of its key Indian operating subsidiary the very day of its earnings release. The company reiterated a claim from early April that it is in advanced stages of negotiations for a debt refinancing deal, yet it still has no deal in place. The company is facing spiking financing costs which are +463.6% q/q; Short-term debt and contractual obligations due within one year stand at $262 million. Past accounting questions appear to have intensified. Eros announced a near doubling of its content library, yet we find zero CY 2017 movies “Recently Added” to its ErosNow website. hTtps://seekingalpha.com/article/4093602-eros-earnings-review-abundance-red-flags
smurfy2001
03/8/2017
06:15
The subscriber growth looks breathtaking at first glance. However, there's no breakdown of recurring, one-offs, premium users etc. "Eros Now is on target to achieve 6-8 million paid subscribers at the end of FY2018. Eros Now expects that with encouraging trends in the local markets in the form of crashing data costs and smartphone costs, content consumption through over-the-top (OTT) platforms will benefit tremendously in a growing digital environment."
blusteradjuster
28/7/2017
17:57
Eros international qtrly loss per share $0.04 hTtp://timesofindia.indiatimes.com/business/international-business/eros-international-qtrly-loss-per-share-0-04/articleshow/59809428.cms
smurfy2001
28/7/2017
17:55
Terrible results. As of March 31, 2017, Trade Receivables increased to $226.8 million from $169.43 million as of March 31, 2016 mainly due to significantly higher catalogue sales in fiscal 2017 compared to fiscal 2016 where Eros had held back at least $40 million of catalogue sales in the last two quarters. Catalogue sales have payment terms that sometimes extend up to a year. We have collected over $25 million of fiscal 2017 trade receivables post balance sheet. hTtp://www.businesswire.com/news/home/20170728005295/en/Eros-International-Plc-Reports-Fourth-Quarter-Fiscal
smurfy2001
14/4/2017
19:44
It will cost something to run the streaming service. Since the number of free users vastly outweigh those paying it's not clear how profitable it will be. The pre installed apps are one thing but how much do eros pay for this? How many convert? There us just no visibility.
loglorry1
13/4/2017
20:42
I would pay attention to their definition of a paying customer. In the past it included folk who had made one small payment as a one off transaction. It does not appear to be a reliable proxy for recurrent revenue.
njb67
Chat Pages: 423  422  421  420  419  418  417  416  415  414  413  412  Older
Your Recent History
LSE
EROS
Eros
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20191016 06:50:08