Indian Film Share Discussion Threads

[dennisbergkamp] 06/7/2007 09:32

and what do you guys think to UTVM?

They've been established for some time too.. - Thinking about getting involved.. It floated a couple of days ago and is at a slight preium to its float price..

All thoughts welcomed..

D

[ayesha4] 05/7/2007 16:36

nav100

Eros has been a well established name in Bollywood for decades. Bit premature to compare IFC with Eros at this stage but this has promise.

[nav1000] 05/7/2007 16:24

dennisbergkamp

now you know the potential of ifc, eros are a publisher but ifc are a allrounder. buys scripts, invest in movies and also publish. after the first set of results this is flying.

[dennisbergkamp] 05/7/2007 16:02

OMG! Eros.. ok, I feel like a chump.. Been looking at this from £2.20 and watching and watching and... Such a no brainer too!!..

Damn

D.

[maestro4] 03/7/2007 13:08

utv motion floated this week.

[gucci] 29/6/2007 17:49

got out of eros too today

[topgunns] 29/6/2007 15:43

Sat69-one Maestro-nil.

Can we have an end to the ongoing ramping now and focus on what they will do with the cash. Truth is Eros was already a company in full swing when it floated. This classifies as a mere start up. Gonna tread water for a while.

[sat69] 29/6/2007 14:17

Cheers Maestro - I'm still watching though! Will let you know when I buy

sat

[gucci] 29/6/2007 13:21

not time to touch any of these
might see below float price at this rate
chart looking sick

[maestro4] 29/6/2007 12:03

sat69

good call! but trust this co will be big, another one trading next week utv.

[gucci] 28/6/2007 22:36

but not yet

[maestro4] 24/6/2007 18:40

this baby will fly....

[topgunns] 22/6/2007 12:22

there will be a time to buy these, but it's not yet

[dennisbergkamp] 21/6/2007 11:28

spiv 1,

email me off line - [e-mail] and I'll give u a few thoughts mate. I'll get back to you tonite when I get home..

cheers.

[spiv 1] 21/6/2007 10:11

Dennis. Any good recommendations for Berlin property funds (that haven't flown too much yet!)? I've been thinking of putting a bit of money that way for a while.

[sat69] 20/6/2007 19:46

Cheers Dennis - Another down day for the stock I note.

[dennisbergkamp] 20/6/2007 19:20

These look good.. But I think waiting is a good idea.. As Sat said.. plenty trade below NAV initially whilst we don't know how they will perform. A lot will be based on the July film launch..

I've been buying berlin property but before I jumped on, I looked at the funds that were setup and they traded below NAV by up to some 6% before any news on how they had invested was unclear.. Now they are flying..

waiting...

D.

[sat69] 19/6/2007 21:06

Gucci - Pls see if you can find my 'TIPS' thread or 'CHAT' thread.

[gucci] 19/6/2007 20:19

thx sat
take a look at MST bought in today, instead of IFC glad I did too
think they're heading for 50p

[sat69] 19/6/2007 19:51

Don't get me wrong Maestro yaar - I share your view that this will rocket. I will even make a bold statement that we will be standing at over 150p by the year end. I'm just saying that if you hang on, you will be able to get in below £1 - that's all!

[nav1000] 19/6/2007 19:41

Can anyone tell me whats the difference between Eros ands IFC. Apart from the huge difference in mkt cap.

IFC looks a steal at these prices, I can see alot of asian posters interested here.

cheers

[maestro4] 19/6/2007 19:11

okay i should have asked you to name a stock trading under the BROADCASTING & ENTERTAINMENT sector trading under the NAV.

When eros floated mkt cap 175m and raised... i think £25m. Current revenue is around £23m a year, how has eros got that value of 400m.

Trust me in a year IFC will be around £2 - £3 a share.

western investor are a bit slow in getting to this one, they'll be here. They are not familiar with Bollywood etc.

[maestro4] 19/6/2007 18:59

Eros International makes IFC look a bargain. Either Eros is overvalued or its not. If its the latter IFC is a bargain at current price.

IFC expect to have revenue around £13 to £17m for the year, that is not bad for a startup company.

Eros did well with the Omkara, i watched it and it was not bad. Whats to say IFC first movie Halla Bol won't be a success, Devgan starred in both movies, with positive vibes coming from india it looks a decent movie(halla bol).

[sat69] 19/6/2007 18:44

Maestro,

I don't have the time to research every company, but as requested, here are a few that are currently trading below NAV:-

In alphabetical order: -

1. Art Alpha
2. Axa Property
3. Candover (currently around 35% below NAV)
4. City Merch

....and I'm only on the letter C. You'll need deep pockets to be buying them all yaar!

Gucci - Keep them on your monitor - I'll tell you when to get in!

sat