Johnston Press Share Discussion Threads

[mrx9000] 12/10/2016 10:58

I have been looking at a few areas, such as Crystal Amber topups, print contract win, inews.co.uk, together with the i, recent sales appointments, talk of better terms of CA potential help with refinancing and their marketing initiatives and I can see JP being in a much better place than they have been for a number of years now. They could actually become quite a force in marketing, advertising and news online. And of course previous good news on pension deficit etc. Lets see if CA tops up some more this week.

[nick rubens] 10/10/2016 20:37

Yes strong buying today and Fridays initial fall was bought into quite strongly too lifting confidence and flushing out more buyers perhaps who were just waiting on the side for a bottoming signal.

[mister md] 10/10/2016 17:22

Much stronger today, hopefully will now continue to recover from here

[jamdan1] 10/10/2016 15:58

Buyers coming back now....looks like weve reached the bottom

[nick rubens] 10/10/2016 12:10

Anyone know what the mkt price of JPR bonds are at the moment versus redemption price?

[mister md] 10/10/2016 11:47

Dazzaa - I don't know at what price they bought them - think they normally buy distressed situations.

[dazzaa] 10/10/2016 11:16

MMD

Any idea on the not so positive CA participations or are they generally successful? in achieving change.

[mister md] 10/10/2016 10:09

Can buy at 13.25p so spread a bit misleading

[mister md] 10/10/2016 09:29

Cystal Amber:

REALISATIONS
The Fund's total net realised gains since inception now amount to £53.4 million. Previous profitable exits include Aer Lingus, Thorntons, Pinewood Shepperton, 3i Quoted Private Equity, Delta, Kentz Corporation Limited, Tate & Lyle and Chloride Group.

[u696061] 10/10/2016 09:15

Positive move to get the business in the right
direction

[mister md] 10/10/2016 09:12

Its what they did with Thorntons etc, but we'll have to see. Thought this was more about them negotiating better terms with the bondhonders

[extrader] 10/10/2016 09:08

Hi u696061,

'Talk' anywhere of repute ?

ATB

[u696061] 10/10/2016 09:00

Talk of crystal pushing for a bid in the
medium term.

[nick rubens] 09/10/2016 14:10

There seemed to be good support/buying by what looks like PI's on Friday after that drop. If CA come in the market for a few more then you might see a rally back up as holders become reluctant to sell too cheap?

Anything could happen I suppose. The company needs to start making moves on what it's planning to do (selling titles, buying bonds back etc)hopefuuly sooner than later.

[cgod] 08/10/2016 07:02

Johnston Press bolsters its commercial team to accelerate revenue growth in its online properties

October 7, 2016admin


Carmichael has been charged with leading the Scottish sales team to drive Johnston Press’ transformational sales strategy.
Meanwhile Russell Kenyon becomes group digital sales director, taking responsibility for selling Johnston Press’ digital solutions.
Drew Carmichael has been appointed sales director for Scotland, joining from Lyreco where he was strategic and international director.
His appointment follows on from the hire of Brian Commins as sales director for Northern Ireland in late August.
Formerly head of group sales at Fuel Card Services and vice-president of sales at LivingSocial, Kenyon has been charged with accelerating revenue growth from Johnston Press’ full range of online products

[dazzaa] 07/10/2016 23:12

Eddy,' been looking into the "profit"

[mister md] 07/10/2016 12:50

hxxp://www.thedrum.com/news/2016/10/07/johnston-press-bolsters-its-commercial-team-accelerate-revenue-growth-its-online

[mister md] 07/10/2016 11:22

well that was a big shake-out, approx 50% retrace from recent high - where to next I wonder ?

[mister md] 07/10/2016 08:36

Website shareholders list last updated 27/9, only change since 19/9 was Crystal adding

At 19.09.2016
Orbis Investment Management Ltd 13.39%
Ananda Krishnan Tatparanandam / PanOcean Management Ltd 10.63%
River and Mercantile Asset Management LLP 9.52%
Artemis Investment Management LLP 6.43%
Sir Raymond Stanley Tindle 6.00%
Majedie Asset Management Limited 5.84%
Crystal Amber Fund Limited 5.42%
GLG Partners LP 4.87%

At 27.09.2016
Orbis Investment Management Ltd 13.39%
Ananda Krishnan Tatparanandam / PanOcean Management Ltd 10.63%
River and Mercantile Asset Management LLP 9.52%
Crystal Amber Fund Limited 6.74%
Artemis Investment Management LLP 6.43%
Sir Raymond Stanley Tindle 6.00%
Majedie Asset Management Limited 5.84%

[nick rubens] 07/10/2016 08:34

Cats Whiskas "What a disaster for those 20p+ buyers !"

They may have bailed already, that's what Momentum Traders do usually at first sign of Momentum failing?

They may be holding and sitting on a paper loss if they missed a chance to cut losses.

They may average down.

Until we get good news that can address the bond debt issue and be a credible solution longer term, then I can' see much happening on the upside again.

With CA holding a position, it gave a boost to the odds of something happening a bit sooner perhaps or assisting the management (shareholder activism, though rare in the markets)?

[mrx9000] 07/10/2016 08:33

There has been no recent volume on the level to suggest any insti is dumping... it is being played around quite a bit by the market makers at present, for example that 50k buy yesterday that someone did, took ages to show up and was delayed...

[mister md] 07/10/2016 08:27

been a while since we saw any AT buys. Which insti is dumping ?

[johnma] 06/10/2016 22:15

VIP the next JPR.volume in recent months cleared overhang, set for a move higher.

[catswhiskas] 06/10/2016 21:30

What a disaster for those 20p+ buyers !