Hipgnosis Songs Share Discussion Threads

[bump3r] 20/12/2019 16:36

There you have itA 12 million buy at the end!Onwards and upwards

[bump3r] 20/12/2019 16:27

Battle royale going on today with the price.Bought in this week and this share ticks lots of boxes for me.Happy to take the dividends at the moment but I think Merck & Co will have something up their sleeve to really propel the share price forward.Top class management to boot who really understand the business. (Another tick)

[apollocreed1] 12/12/2019 10:40

New song portfolio bought today. Why is the share price down? Is it because they added the irrelevant info that the song writer is a passionate advocate for planned Parenthood and LGBTQ rights?

[sf5] 10/12/2019 10:33

And more today - Kaiser Chiefs

[noiseboy] 04/12/2019 16:38

He's quite a big player in the industry!

[apollocreed1] 04/12/2019 15:08

Good news -putting the new funds to work:

hxxps://www.hipgnosissongs.com/s/Fraser-T-Smith_v9.pdf

[edwardt] 19/11/2019 13:26

Ephemeral or not - rising royalties from streaming with a cagr of 30% is a major tailwind for tried and tested songs. I think it is worth the risk

[jonwig] 27/9/2019 07:32

They're planning to issue up to 300m 'C' shares at 100p on top of the existing 390m ords in issue. They are certainly milking what they see as a unique offering of an alternative asset.

I just don't get it. popular music is ephemeral, with very few exceptions. And reputations can be trashed overnight - Michael Jackson, say. At least they seem to be experts in the business, so good luck.

[jonwig] 20/9/2019 07:50

Some research by Kepler Trust Intelligence makes good reading:



Should one invest in an area where one has zero interest and zero knowledge? But if this is true:

The manages are aiming for total returns of greater than 10%, and have demonstrated their ability to invest the fund’s capital relatively quickly – no mean feat in a market where there are no formal brokers or “exchange” for royalties.

it might be worth just trusting them!

[wirralowl] 21/5/2019 09:47

SONG are very busy, another acquisition today:

[picnic] 10/5/2019 11:13

Now that's what I call a music catalogue!
Wonder what they paid for that?

[davebowler] 30/1/2019 08:53

Liberum;
Acquisition of the seventh music catalogue

Mkt Cap £217m | Prem/(disc) 8.9% | Div yield 3.3%

Event

Hipgnosis has acquired a music catalogue from Itaal Shur, best known for co-writing the multi platinum song 'Smooth' which according to Billboard magazine is the second most successful song of all time. 'Smooth' is the only song to have ever appeared on two Billboard decade ending charts in both 2000 and 2010 and it was The Grammy "Song Of The Year" for 1999.

Hipgnosis has acquired a 100% interest in the catalogue including the BMI (Broadcast Music Inc.) share. The catalogue comprises 209 songs in total, which also includes a US Top 10 song.

Liberum view

At launch, Hipgnosis had identified eight catalogues that would result in the full deployment of the £200m raised. To date the company has acquired seven catalogues. Today's acquisition brings the total song count at 1,439 songs.

The first six acquisitions represented 37% of the IPO proceeds and comprised 1,230 songs in total. These songs have achieved 1,646 Top 10 chart positions around the world including 402 Number 1's. 20 songs were Number 1's in both the US and UK with over 107 Top 10 chart positions in those markets, many of which are Grammy Award winners or nominees. The six catalogues comprised songs written for more than 100 recording artists.

The company targets a 10% total return per year, including a dividend yield of 5% once substantially invested. The target dividend yield for the first 12 months following admission is 3.5%.

[sf5] 04/1/2019 11:05

Thanks both. Happy for this to remain below the radar. The 11 Dec interims were positive in terms of pipeline and opening new office in LA. They seem to have achieved an initial gross yield of c. 8% on their first acquisition (The-Dream Catalogue).

[dplewis1] 03/1/2019 19:36

Decent write up on the front of the business section of the Evening Standard today

[smallcapinvestor1] 03/1/2019 16:24

Such a wonderful option for a non correlated investment in these turbulent equity markets.

[sf5] 03/1/2019 10:05

Quite a glowing reference in the Tuinfort acquisition RNS this morning
"To entrust someone with your musical life work is like entrusting someone with your child; only a person with integrity and high values can bear that responsibility. That's Merck to me. A visionary, but most of all a man who recognises the value of one of mankind's greatest gifts; music. My catalogue is simply in the best hands it could be."

[martywidget] 19/7/2018 09:37

For whoever has given the thumbs down to above posts, be interested to hear your views on these.

I haven't had a position, so just providing info for any current/future holders.

For anyone interested in these, here's a longer CNBC 14 minute interview.

Published on 13 Jul 2018
Merck Mercuriades and Nile Rodgers tell CNBC they are ready to invest heavily and quickly for their new fund backed by song royalties.

[martywidget] 12/7/2018 10:05

Hipgnosis: We want 20 percent of the global publishing market
20 Hours Ago

Merck Mercuriades and Nile Rodgers tell CNBC they are ready to invest heavily and quickly for their new fund backed by song royalties.


[Investment fund backed by song royalties signs up hits from major stars]


Hipgnosis fund's £200m London float
09:09, UK, Tuesday 03 July 2018
Sir Elton John's former manager Merck Mercuriadis talks to Sky News about a second attempt to bring his music royalties fund to the London market.


Hipgnosis Songs Fund Ltd Publicly Lists on the Specialist Fund Segment

[martywidget] 12/7/2018 09:58

{London Stock Exchange welcomes Hipgnosis Songs Fund Limited to the Specialist Fund Segment of the Main Market}



Website:

HIPGNOSIS SONGS FUND LIMITED


First Day of Dealings
Released 07:00 11-Jul-2018



Acquisition of Music Catalogue
Released 11:12 11-Jul-2018


Hipgnosis Paying USD24 Million To Buy Music Catalogue From The-Dream



Beyonce ex-manager's trust exceeds £200m target
By Dylan Lobo 06 Jul, 2018



Hipgnosis Songs has a hit while Ashoka has a shocker
By Gavin Lumsden 04 Jul, 2018



Music royalties fund Hipgnosis aims for London float to invest in songs from Rihanna, Adele, Beyonce and Kanye West
Monday 26 June 2017 6:10pm



Investors offered 6.5% dividend by £200m Hipgnosis music royalties investment trust started by ex-manager of Guns N' Roses
Published: 23:17, 27 June 2017 | Updated: 12:38, 28 June 2017

[martywidget] 12/7/2018 09:51

!FOLLOWFEED

[bernie123] 23/8/2012 01:47

Freddy - Barcelona