Ffi Share Discussion Threads

[tsmith2] 17/1/2019 08:09

Lol...It's expected end the year with net cash of $10mn (net of deferred and contingent consideration payments on acquisitions)...Cash is growing..

[bookbroker] 17/1/2019 08:07

The market does occasionally value companies incorrectly, but more often than not is correct, the price reflects the likelihood of more dilution!

[tsmith2] 17/1/2019 07:52

CY 2019 EV/EBIT around 3Bonkers

[tsmith2] 16/1/2019 21:21

Let's see what tomorrow brings but the seller will soon be out of ammo. Sharp rebound expected

[ultimatewarrior] 16/1/2019 20:27

Another down vote - can I have one mystery man

[dave4545] 16/1/2019 18:52

Just thought it might be last of seller and that number tallies with a major shareholding from the website.

[tsmith2] 16/1/2019 17:44

Also now 3x50k (2 buys) and one sell at 126k now reported

[tsmith2] 16/1/2019 17:41

Couldn't agree more with the:nsanely low ebit to EV multiple of less than 4x.that's before cash factored in..

[tsmith2] 16/1/2019 17:40

What do you mean? It's probably part of a holding and not all of a holding. At some point the selling WILL stop at fundamentals WILL begin to reassert themselves.Don't think there'll be long to wait.

[dave4545] 16/1/2019 17:18

That big sale does not tie in with any major shareholding.

Badly need some holding updates here

[tsmith2] 16/1/2019 17:16

This post by naked investor is bang on:You guys need to do your research. This is a seriously well-regarded company. Everybody in the film and entertainment business speaks highly of Steve and FFI. Everybody. I’ve spoken to 30 people. Producers. Financiers. Competitors. FFI have such a strong franchise.re headwinds previously referred to. The core business is basically flat at best hence why they’re moving into other service lines. But the completion bond isn’t about to die (not a single insider has said that) and will be around 10 years from now. And these guys have a monopoly on the market. It’s not even like there is an airbus to challenge them. Please keep selling shares at these crazy levels so I can keep topping up. You’re nuts to invest in anything if you lack the time, resources or initiative to research the industry, the company and the people. Producers and financiers will tell you that the macro story for content is the best it’s ever been. Ever. So considering the strength of the platform (they get so much information flow) they’re extremely well positioned to benefit from the content explosion the industry is seeing.- re ebit don’t forget the amo as a result of goodwill on some of the acquisitions so it’s not a like for like.- Pandas is priced at a negative value and it hasn’t even been released in its target market (China) yet. IMAX are releasing it in March. Anything panda related has done well at the box office.- reel media is an MGA for the biggest insurer to the film and entertainment industry in north America with the longest history. That should command a min 10x EBITDA multiple. Look at the accounts - they’re expecting EBITDA of $6-11m per year! Hence the high contingency!- stop obsessing over the share price which is suffering as a result of nobody doing their bloody homework. the fundamentals are strong (macro and company level) and look at the insider ownership!- this is Hollywood’s strongest and longest franchise (think of all the producers, studios, financiers that have come and gone over the years) trading at an insanely low ebit to EV multiple of less than 4x.But guys, do what you want. Your selling benefits the insiders (I expect strong buying this month if it’s not been done already the last 3x trading days) and the investors that have done the work and can hoover up your sales.I don’t know if the share price will reflect the above anytime soon...(the market is a voting machine in the short run)...but in the long run it’s a weighing machine and these guys are a best in class franchise in a growth industry trading at an absurdly low valuation. Eventually the share price will reflect that.

[tsmith2] 16/1/2019 17:13

451k at 22.5p

[tsmith2] 16/1/2019 17:12

Big late reported trade

[tsmith2] 16/1/2019 15:59

to give some perspective to the share price Liberum have a TP of 91p based on some v conservative estimates!madness

[horndean eagle] 16/1/2019 15:52

Overhang being chipped away at quite aggressively. Think the company have learnt their lesson re numbers and have hopefully had them kitchen sinked for this and next year. Its then a case of rebuilding shareholder trust and value. Interesting noting major holders didn't cash out at ipo and still holding all the way down.

[tsmith2] 16/1/2019 15:36

Still the same?

[dave4545] 16/1/2019 15:10

Delayed one hour tmsith

[tsmith2] 16/1/2019 15:07

32608 shares

[tsmith2] 16/1/2019 15:01

hmm. thank you. surely the buying pressure must start to tell.it's at a crazy price.

[tsmith2] 16/1/2019 15:01

some cretin just voted this post down...

[dave4545] 16/1/2019 15:00

It's not on Nex exchange.

They do delay some stocks and not others, seems to be a bit random

[tsmith2] 16/1/2019 14:59

I've just added not showing

[tsmith2] 16/1/2019 14:58

Do trades go through another exchange too?

[dave4545] 16/1/2019 14:34

22.5-22.99p

String of buy orders on L2 too trying to get filled 22-22.6p

How long can this continue for ??