Future Share Discussion Threads

[xlairways] 18/7/2013 13:48

Seems to be back to a fair value price. Was on my watch list so have dipped in today.

[cestnous] 12/7/2013 08:01

You may be right QS9. I'll do a bit of digging.

[qs9] 11/7/2013 22:34

fair enough! but this one has drifted, despite doing all the right things, so IMO think this can retrace well on next update IMO so have bought in hoping for 20%+

[cestnous] 11/7/2013 15:13

Not in at the moment. Got out at 18 and put it all in CMS. Bought more CMS on the amazingly good announcement this am.

[qs99] 11/7/2013 14:57

Anyone still on this thread? Looks an interesting one ahead if next update IMO!

[rossco13] 22/1/2013 19:14

Any reasons for the large volume of transactions today?Good news on the way??

[cestnous] 30/11/2012 08:57

From Investors Chronicle
Future's digital focus pays off
RESULTS: The digital-led recovery at Future looks set to drive solid earnings growth impressive, and management is lining up new revenue streams
A digital-led recovery at Future (FUTR) explains the return to profitability at the full-year stage - the UK publisher is lining up new revenue streams, too. "FutureFolio, our unique tablet software, opens up partnership possibilities to distribute content from other publishers," says chief executive Mark Wood. "We've already signed deals with Jamie Oliver Magazine and Auto Trader, which paves the way."
In the tablet market, Future's online audience has grown 70 per cent to over 50m unique users a month. Digital revenues grew 30 per cent year on year to £20.6m, boosted by Apple's Newsstand - which Future joined in October 2011. Mr Wood aims to get more UK content into the US market, repeating the success of news and reviews website, TechRadar. Since its launch in April, TechRadar US has more than doubled traffic to 6m unique users. Future has also developed a creative solutions digital agency to manage large-scale advertising campaigns. The UK events business is also being scaled up. The dividend could even be reinstated next year.
Indeed, a shift from print to digital is paying off handsomely and the group's full-year adjusted operating profit jumped 68 per cent year on year to £6.9m. Broker Numis Securities, meanwhile, expects adjusted pre-tax profit of £6.8m for 2013, giving EPS of 1.3p (from £4.8m and 1.1p in 2012).
FUTURE (FUTR)
ORD PRICE: 17p MARKET VALUE: £57m
TOUCH: 17-18.5p 12-MONTH HIGH: 18p LOW: 7p
DIVIDEND YIELD: nil PE RATIO: 170
NET ASSET VALUE: 19p* NET DEBT: 23%
Year to 30 Sep Turnover (£m) Pre-tax profit (£m) Earnings per share (p) Dividend per share (p)
2008 163 9.50 2.10 1.10
2009 153 3.70 0.90 0.90
2010 152 5.60 1.70 1.10
2011 142 -18.0 -5.90 0.50
2012 124 1.10 0.10 nil
% change -13 - - -100
*Includes intangible assets of £95.3m, or 27p a share
IC VIEW
The shares have risen over 25 per cent cent since Simon Thompson's trading buy advice last month at 13.5p. But they still trade below net assets and earnings are forecast to grow solidly as Future's impressive digital-led recovery gathers pace. Buy.
Last IC view: Buy, 13.5p, 8 Oct 2012

[cestnous] 23/11/2012 12:44

ADVFN shows no change but this is incorrect as I am well up on this today

[cestnous] 06/11/2012 08:24

Consolidation pre next step up which will probably be on news. (imo)

[duncan doughnut] 05/11/2012 19:48

seems to have topped out

[psteer2] 11/10/2012 12:37

A healthy recruitment drive - a good sign?

[markie7] 08/10/2012 13:17

big tip in the IC today. pointing out digital revenue growth / linked with growing tablet usage. seems pretty plausible to me.

[knigel] 08/2/2012 07:30

A fairly decent IMS? share price should re-rate back up to 15p in the short term IMO...

[altubelea] 25/11/2011 00:56

And so it is

[dazzaa] 27/10/2011 15:28

is this company worth anything ?

[altube] 18/7/2011 17:33

I hear big job losses coming

[fuming fred] 15/7/2011 15:40

Stop horsing around here and get yourselves over to the dogs(PUPS)thread where where picking winners has become like shelling peas.
A new service is being launched this evening so come over and climb on board the great ship PUPS thread.

All welcome!!

[pugugly] 15/7/2011 10:03

No Future ??

[psteer2] 24/5/2011 13:45

Some interesting trends ?

[the_doctor] 04/5/2011 22:52

This thread is intended for discussion of long-term investment strategies.

I've read numerous books regarding the state of the world economy.
They tend to be slanted to either hyperinflation, or massive deflation.

To be honest, I haven't made my mind up which way things will head. I actually think we'll see the two alternating. Deflationary crash, followed by high inflation and so on.

It really all depends on what governments do. Most are in such a mess that they have only two real options
1. high inflation to erode the debt down in effect
2. default to get the debt down.
I just don't think that any of the major economies can grow sufficiently to pay down the debt in an orderly way. These levels of debt are no longer sustainable, so something has to be done one way or another.

Unfortunately, the two scenarios have very different implications for investments.
Most books I've read suggest commodities such as gold for security. However, if the inflationary money-printing fails to hold off recessions, commodities in their own bubble, could come down with a bang.
Gold has now risen so much that I'm unwilling to invest in it.
That said, if the recession gets too bad and govts start defaulting, gold would be a safe haven.... but even then, if a recession got even worse, there could be selling of gold as other things collapse.

Not pretty scenarios, but these are worrysome times. I find it hard to see positive outcomes now.

-----------------------------------------------------------------------------------------

So, what to invest in to protect a future?
While arable land prices are already high and could crash with everything else, I do think it probably represents a good investment, since food can be grown and will always be needed.
At the end of the day, wealth is only relative. So, if the price of your assets drop, but so does everything else, then whatever you'd spend it on may remain proportionally the same.

Arable land isnt necessarily easy to invest in. I'd like views and thoughts regarding long-term stocks that could be robust to BOTH severe inflationary and deflationary pressures.
I like the idea of inflation-linked savings. Not great in a deflationary environment, but protect against the inflation. Are they 100% guaranteed though?

[philprofit] 08/1/2011 18:37

Thanks Pugugly-
Some really useful insights for Me.
I will listen the CEO's statement- and does some more research.

[philprofit] 08/1/2011 13:08

Any help much appreciated-
I have been looking at this Share as it has some strong fundamentals (Net debt reduced, profits up etc)

However it looks like the "value" of the business is already in the Share Price; and whilst the future looks relatively positive.
I can't help thinking that Media related products can be very "vulnerable" in the current economic environment. (i.e. Magazines etc)

Any insight would be great? (As I am still pretty new to this- and learning)