Future Share Discussion Threads

[fardistanthills] 07/2/2020 15:34

Good post Alphabeta4 - entirely agree. Half Year Results last year were out 17th May. Looking forward with interest to this years announcement.

[sweenoid] 07/2/2020 15:15

Splendid
S

[alphabeta4] 07/2/2020 15:04

I've just spent 5 hours going through the report in detail. The key slides to me are 139-141 which can be combined with 46 and 48. Basically they show the existing business is dramatically growing digital advertising and e-commerce. There is a crystal clear definition of organic revenue showing recent acquisitions are excluded in the 11% organic calculation disproving the Shadowfall report:



Here's another question - if Future is buying poor acquisitions then why was the MoNa earnout payment accelerated??



Overall this looks to me to be an existing business improving EBITDA from shifting from print to digital and then further adding new monetisation channels via new websites, applying best technology from previous acquisitions then finally new revenue streams (such as Amazon eCommerce - slide 48). These are then combined with making acquisitions that it then applies best practice to.

Combining these together it's winning in so many areas that no wonder it keeps beating annual expectations so early into the financial year. IMHO given the track record I wouldn't be surprised to see the 2021 eps end up around the 100p area for an effective forward pe of 12 at current prices.

[ihatemms] 07/2/2020 14:51

Penny's gone in with £100k as well.

[ihatemms] 07/2/2020 12:00

After reading that presentation anybody shorting this stock must be absolutely barmy. How long before we get a short squeeze.

[ihatemms] 07/2/2020 11:51

Nice for Zillah to put her hand in her pocket again today even though she has already has 0.5m shares and also share options (not that I provoked her). Lol!

[cheshire pete] 07/2/2020 11:10

sweenoid's link to the CM presentation from yesterday is the Feb '20 version and makes good reading.

Out of interest looked at Cycling News on line having picked up view figure from Appendix in presentation. Clearly people 'on the move' with their smart phone can look at on line magazine while at their Costa break say, equally they can browse through the magazine at home separately. Not necessarily mutually exclusive. Magazines just part of the business I know.

[ramridge] 07/2/2020 10:03

Doh! apologies to all

[alphabeta4] 07/2/2020 09:54

Ramridge that's last years!

[ramridge] 07/2/2020 08:39

Video is now posted on youtube

[ihatemms] 07/2/2020 08:36

The Capital market presentation is an awesome comprehensive document - probably the best presentation I've read in a long time.

[eh9] 07/2/2020 08:23

Shares mag tipped QUINDELL so do the opposite!

[cheshire pete] 07/2/2020 08:08

Up 7.5% so far this morning in a weak market.

[sweenoid] 07/2/2020 08:03

Finally y ‘consumed̵7; the cCapital Day Presentation’
F++caking marvellous read
S

[napoleon 14th] 07/2/2020 07:58

"Shares mag - re Futr - cut your losses and wait on the sidelines"
Cut your losses? Haha! What losses?
Wait on the sidelines? What a show of initiative, wait & see...

I say follow the brokers' unanimous opinions.

[sweenoid] 06/2/2020 18:52

Here’s the workable direct link to what looks like an incredibly comprehensive encouraging presentation



Will take ages to digest this!

S

[lomax99] 06/2/2020 18:37

Capital Markets Day slides:Https://dg876rejmw3ebkm51boa0sx2-wpengine.netdna-ssl.com/wp-content/uploads/2020/02/Capital-Markets-Day-Presentation-Feb-2020-FINAL-as-at-18.00.pdfHopefully the video will be up shortly.

[sweenoid] 06/2/2020 17:12

Some rather good Stats 👏

[middlesboroughfc] 06/2/2020 07:53

best post award




3rd eye - 05 Feb 2020 - 10:16:20 - 36720 of 36742 Faraj List of Exploding Stocks 9.10 - FAR9
RCH Reach ....breaking out nicely. Dont forget a market presentation by the business on the 24th of February showing how its going from print to Digital.

A forward paltry P/E of just 3.7 A giveaway........grab with both hands.

[sweenoid] 06/2/2020 07:45

Another woman on the board! The new non- exec looks like just the ticket.

Pleased to see confirmation that all investors will once again have access to the capital markets day presentation via video today.

S

[squitter] 05/2/2020 21:21

Yeah, for what it's worth. The turnaround in the last 5 years has been impressive, I've every confidence Future will shrug this one off.

[ihatemms] 05/2/2020 19:39

Inside view Squitter - presume you work for Future?