Reach Share Discussion Threads

[andplus] 17/1/2025 16:05

We ought to wait to the next earnings update and forecast 4 march. I have read: analyst consensus price target buy 147.50 (101% above current price)

[nick rubens] 17/1/2025 11:30

Looks to be drifting back towards all time lows once again, yet has at least maintained meaningful cost cutting over the years to mitigate reducing revenue/profitability.

Anyone feel this company can grow again or is it in managed decline?

[socionomics] 13/1/2025 22:01

Musk could buy this and start to take over the legacy media completely!

[dvb99] 13/1/2025 16:31

I'm tempted, as i held previously and sold out around 90-92p
Smiths News SNWS is also tempting though, similar business to RCH

[socionomics] 08/1/2025 07:51

Fear not, Musk will sort it.

[john09] 08/1/2025 07:21

I switched to Nexxen a few months ago. Im up 80% on that. Delisting from AIM middle on next month and listing fully and solely on Nasdaq. Expect fireworks share price wise

also in advertising but connected tv and US centric . I decided it was a much more modern way of playing advertising !

[xxx] 08/1/2025 07:00

The above comments say it all.

The company has poor products, which they have reduced the quality of further by cutting costs.The digital offering is painfulto use.

There appears to be no sense of obligation to the consumer, in even aiming to produce interestng, positive information. Reach has merely gone down the gutter; feeding their customers to the antisocial corporate promoters who want new meat to hook onto bingo in order to lure them on the gambling conveyor belt.

They should be looking to act in the intests of their consumers. The eyeballs will follow and so will the cash. People in the UK are awwware that something is wrong, Reach have an opportunity to help customers think through the various issues, including the significants amounts of censorship via slapp notices,Q notices and the whole Middle East disgrace.

[mediaobserver] 07/1/2025 15:06

I can see why the generous dividends and the prospect of pensions and historic legal costs taking less out of the company in the near future appeal.
But when you look at the state of the newspapers and websites, where is there any further cause for optimism? Holding information about readers that could be useful to advertisers is all very well but you have to be able to find ways of creating compelling content that people want to read.
Once print is dead, which won’t be long at the rate the papers are losing readers, I can’t see how digital income will sustain the company. The journalism isn’t good enough and is presented terribly.

[prokartace] 07/1/2025 14:03

Well they warn about trying to catch falling knives but as I sold some above 90p I have just bought them back

[john09] 05/1/2025 01:41

Just tried the mirror US

Unreadable junk . Stalled an iPad Pro completely .

[john09] 05/1/2025 01:35

In your opinion is that a good newspaper website ?

[dougmachin] 05/1/2025 01:32

No ad chasing for me...



Nor here:

[john09] 05/1/2025 01:02

You forgot to mention the negatives in your list

- the worst websites in the world which are impossible to read . Quite important

Ive just clicked on one and was chased around by an advert for sloping walls installation whatever that is and a will writing service . When I say chased around the adverts physically moved around the page and stopped me reading . It’s just junk.

[john09] 05/1/2025 00:56

The momentum investor tip is a paragraph in the naps section . Nothing you wont have read before . Tipped at 90.5p so the tip is down 10p already….. theres wasn’t much interest in the share on the Monday after its release either

[dougmachin] 05/1/2025 00:54

Ok, maybe not... I thought I remembered they did every Jan, but it seems only in 2023.

[john09] 04/1/2025 21:33

Is there an update this week? Cant see one in the calendar

[dougmachin] 04/1/2025 12:21

RCH doing okay IMO...

FY23
- Agreed pathway to fully funding the pension schemes.
- From 2028 pension commitments are expected to reduce by c.£40m (amazing!)
- Should largely bring an end to future claims (from the legacy issues).
- The expected cost of settling has reduced by £20.2m (great!)

HY24 vs HY23
- Op profit up to 44.5 from 36.1m
- Op profit margin increased to 16.8% from 12.9%
- FY24 Outlook: On track to deliver market expectations
- Trending slightly ahead of a full year reduction in operating costs of 5-6%

Q3 2024
- We remain confident in delivering expectations for the full year.
- Consensus is of adjusted operating profit for FY24 £97.7m.
- Print advertising revenue continues to outperform volume declines (ok... great?)
- We continue to monitor the impact from the tech platforms' actions on referral volumes, and we expect further digital growth in Q4.
- Tracking slightly ahead of the 5-6% cost saving target.

Lots of Sport in 2025: Women's Euros and lots of women's sport in general too.

Didn't Momentum Investor make RCH a 2025 NAP..... anybody have the write up? I'm tempted to renew for this coverage.

[mediaobserver] 03/1/2025 11:46

It’s bad enough that the UK’s biggest news publisher is run by Jim Mullen and a bunch of other incompetents.
It’s doomed anyway because the senior leadership team has got just about every strategic decision wrong for many years but Elon Musk would certainly finish it off even quicker.

[lewisquartz1] 03/1/2025 11:33

MULLEN HAS TO GO IN 2025 HE'S MILKED IT ENOUGH.

[socionomics] 23/12/2024 12:24

Time to take our media back?

A takeout by the right suitor could put an end to much of the legacy media outlets!

[socionomics] 23/12/2024 10:25

Mr Musk could change the face of media across Europe and the US with an acquisition of REACH. Think about it.

[masergt1] 19/12/2024 18:01

Who's the denialist who keeps thumbing the truth down? Has Mullen got an account?