Independent Media Distribution Share Discussion Threads

[larousse] 04/8/2003 15:25

one 10k sell and the mid price drops 4.5p

don't you just hate it what that happens!

[larousse] 03/8/2003 22:02

veryniceperson,

re: "Larousse what did you get yours at if you don't mind me asking, have you done as well as Sir Walt?"

I don't mind you asking, and not quite as well as Sir Walter. When it's averaged out I'm somewhere in the high 30's. If you're really that interested, then the actual dates and prices that I bought at are listed below:

22/4/02 47.0p
23/4/02 46.5p
24/4/02 46.5p
24/4/02 46.5p
24/4/02 46.5p
17/5/02 47.8p
17/5/02 47.8p
20/5/02 47.8p
14/6/02 37.5p
21/6/02 37.5p
5/7/02 37.5p
26/7/02 36.6p
2/8/02 36.6p
16/8/02 36.5p
16/8/02 36.5p
16/8/02 36.5p
23/8/02 36.5p
30/8/02 36.5p
6/9/02 34.6p
27/9/02 29.6p
4/10/02 29.5p
18/10/02 32.5p
25/10/02 32.5p
14/11/02 31.5p
15/11/02 31.5p
22/11/02 31.5p
26/11/02 32.0p
29/11/02 31.5p
9/5/03 31.7p
30/5/03 33.7p
3/6/03 33.0p

(Some are multiple purchases on the same day, hence the duplicated dates)

Cheers,

[veryniceperson] 03/8/2003 12:35

Here are the T V Production companies Supplied by I M D the fast trax part of the Company. Check out the websites

www.fastrax.co.uk'

www.imdonline.co.uk'

At It Productions London
Banana Split Productions London
BBC CBBC London
BBC Liquid News London
BBC Scotland Scotland
BBC Top Of The Pops London
BBC Top Of The Pops Online London
Cactus TV London
CDUK London
Channel 4 Entertainment London
Chart Show TV London
CITV Birmingham
Darrall Macqueen Master London
Disney London
EMAP London
Flextech London
Fox Kids London
GMTV London
Graham Norton London
Home Choice Video Networks London
London Tonight London
Monkey London
MTV Hawley Crescent London
MTV Oxford Street London
New Music Television London
Nickelodeon London
Open Mike London
Patrick Kielty Almost Live Belfast
Popworld London
RISE London
Sky Televsion London
T4 London
Talkback London
Talkback Crash London
This Morning London
Today With Des And Mel London
UMTV London

[veryniceperson] 02/8/2003 21:33

Hello robinbell

Charles Dunstone has over 3 million shares about 11% of the company. What ever his intensions are they can only be good for us as small shareholders. The article in the
Investors Chronicle named him as major shareholder and that could be one of the reasons, possibly a big reason why the share price has gone up. Whenever the name Carphone Warehouse is mentioned, it is nearly always followed by Charles Dunstone's name. I don't think we have got anything to worry about there. When he did mess around with his shares it was for personal reasons. robinbell sleep easy just trust my judgement on that (you will be a brave person) Carphone Warehouse will keep finding it harder to keep the profits up because of regulators keep making the phone companies cut back there prices which will effect the retailers. Charles Dunstone knows that and just keeps his options open. He has done very nicely out of the rise and dividend to.

robinbell your in 5 so far

P.S Sir Walt what do you mean virtual party there boring

Good luck

[robinbell] 02/8/2003 17:26

If there's a party dont forget me. I also bought just before the reverse into chemex but I also held more chemex for many years which i bought at 2p (20p in IMD terms). I liked chemex (but not the last 3 years when there was no divi) and I like IMD even better.

It is very difficult to work out how far this company is going to go (Even David Haynes wasn't prepared to give me a forecast). However I think the current year will look better than the Isinger Townsley forecast in the IC article.

As for the share price, I think it only fell because of the messing around Charles Dunstone did with his share holding and he still holds (although I would like to know what his intentions are).

[veryniceperson] 01/8/2003 21:48

Sir Walter, Hastings and Larousse

Sir Walter 60% is great and you enjoy, there is nothing wrong in a bit of self-congratulation. I brought them as chemex about 2 days before the reverse takeover; I am in the same as Hastings about 48p but hey what a bargain. Larousse what did you get yours at if you don't mind me asking, have you done as well as Sir Walt. Larousse I know what you mean about feature film stuff that is a lot of download so I will bow to your superior knowledge on that one. I think the largest download is 2 mega bite but not positive on that.


P.S

Look foward to our party send out the invites (4 so far)

[sir walter rally] 01/8/2003 20:44

Veryniceperson, Hastings & Larousse

I think we should start making plans for the party. I bought IMD at 32p a few months ago, so already 60% up(sorry if that sounds self congratulatory, I'm just excited) and the real story as you say has still to unfold.

I follow the Zulu principle and seek companies that have no debt, have produced a profit and have low P/Es. IMD jumps out at you. I think the illiquidity is a mixed blessing. I like to see momentum developed through higher volumes. Lets work on the basis that the scarcity of the shares drives demand over the coming months. I honestly don't think a £1 is a real problem.

Let's keep the dicussion going and perhaps a virtual party would be required to deal with the number of new investors by Xmas!

[veryniceperson] 01/8/2003 16:43

Another day over and up 1,there will proberly be a small drop next week won't be such a bad thing. Have a happy weekend I M D investers and here's to a large one.

Good luck

[larousse] 01/8/2003 10:55

vnp / hastings,

I agree with the above. I kept hearing that good things were due for Chemex, but I seem to remember that they were traded on Ofex - where I once had a nasty experience - so I watched & waited. Also, at the time that I was looking, a Chemex lorry dropped its load on the local motorway interchange, causing chaos, which I then took as a sign from the gods - confirming my 'not to buy' decision.

Bought the first lot of IMD about 18 months ago, then several lumps since. I won't be buying anymore, as IMD is my current biggest holding - at roughly one third of the whole portfolio - which is probably not enough diversification.

Anyway, it's not doing too bad at the moment.

If I was going to take issue with any of the above points, it would be the cinema possibilities: Sending a (relatively) short music video, intended for normal definition TV viewing - yes - I'm a believer. Sending a two hour feature film, big screen, etc. - I'm not quite sure that we're there yet (i.e. the technology to move that amount of data in a reasonable time).

[hastings] 01/8/2003 10:08

You sound very nice indeed niceperson and i think that your interpretation could be spot on. I bought these as the old chemex after hearing that a reverse take over was on the cards, infact the day i picked up 250k shares they were suspended. After the changeover i was left with 25k IMD that equated to around 48p, so only just breaking into profit. However, no intention of selling as long as the growth story is on track. There really is no reason why IMD could not be trading at £1.00 plus in a year or two. Anyway that is my hunch for what it is worth, keep posting regards Hastings.

[larousse] 31/7/2003 20:25

Surely we would hear more volume?

A pound by Christmas!

(Sorry, I couldn't resist it).

[sir walter rally] 31/7/2003 19:44

Another nice rise today, lets see some volume.

[sir walter rally] 29/7/2003 22:45

IC effect on the price was a bit overdone I thought. A steady rise based on news is much better that being tipped by the likes of Investor's Chronicle. Used to buy the mag every week but the whole concept of providing TIPS is tacky and for a financial magazine to indulge is silly. They should encourage learning and personal research of shares. Suppose it keeps the circulation up at the end of the day.

IMD will go forward regardless of the short term influence of the article.

[larousse] 29/7/2003 17:58

Nope,

But, if he keeps this up, then he's going on the Christmas card list!

If you search "ISI Nominees" on yahoo, it leads you to Oxeye Capital Management - which (I think) is some kind of vehicle for wealthy private investors.

So, it's probably not the start of any kind of takeover - which (given the size of IMD) would be our most likely route to a quick & large return (IMHO).

It is, however, still someone taking a large number of shares out of the market - which is always nice.

The IC write-up being a bonus.

That said, just how many IC readers (now shareholders) will stick with IMD for the long haul? That's an unknown. IMD's spread / market size helps keep the traders at bay, but bored 'short-termers' may soon get fed up with IMD & that could eat away a little at today's rosey price.

All my IMD holdings are blue today, so I souldn't look for the worst - but we all know what no news brings - drift, drift, drift...

Here's to some more news !

[veryniceperson] 29/7/2003 09:13

Independent Media - Holding(s) in Company
RNS Number:0540O
Independent Media Distribution PLC
29 July 2003


Independent Media Distribution plc 29 July 2003
Holding in Company


Independent Media Distribution plc ("IMD" or "the Company") announces that it
was notified on 28 July 2003 that Mr Michael Burn has a notifiable interest in
the Company, being 1,180,000 ordinary shares of 10 pence each, which represents
3.52% of the Company's issued share capital.

Mr Burn acquired 260,000 shares, being 0.78% of the ordinary shares of 10 pence
each of the Company, on 24 July 2003.

Mr Burn's holding in the Company, is registered in the following names:

ISI Nominees Ltd 1,160,000 3.46%
Pershing Keen Nominees Ltd 20,000 0.06%


This information is provided by RNS
The company news service from the London Stock Exchange

Anybody know who Mr Michael Burn is?

Intresting news

[sir walter rally] 28/7/2003 21:20

Yeah another 5% today. Surely people will begin to take notice. This company has excellent growth potential and a good fiancial base going forward. IMHO

[hastings] 28/7/2003 08:52

Looks like we are set for another good day--after I.C. article which was rather good. Long term prospects are excellent, just wonder how far this can go!

[robinbell] 26/7/2003 00:58

A fantastic full page write up and BUY recomendation in todays Investors Chronicle (page 47).

[sir walter rally] 25/7/2003 17:29

21% rise today. Anybody got information beyond underlying fundamentals?

[sir walter rally] 10/7/2003 22:14

Watch this space. IMD has solid figures and growth potential. IMHO

[robinbell] 09/7/2003 09:46

A few more (25000) bought by a director on 3rd July.

[larousse] 17/6/2003 23:47

6 302VDLFZ03 35.25 20,000 O 35.0 38.0 15:23:49
5 202TBUGD03 38.0 30,000 O 35.0 38.0 15:17:27
4 000U889003 37.0 5,469 O 33.0 37.0 14:18:00
3 000U826E03 37.0 5,000 O 33.0 37.0 13:23:00
2 302VCQUH03 34.0 500,000 R 30.0 34.0 11:40:48
1 302VCPUU03 34.0 500,000 R 30.0 34.0 11:40:32
0 302VCOTE03 34.0 500,000 B 30.0 34.0 11:38:42

[larousse] 17/6/2003 23:47

Maybe the two 'R' trades are some kind of swap, but the other (coupled with today's price rise), you have to think that it's at least one 0.5m purchase.

[larousse] 17/6/2003 16:45

Is that 1.5m bought today in 3 lots of 500k or do those trade codes mean something else. All within 5 minutes ?

Cheers in advance.