Reach Share Discussion Threads

[100egs] 17/4/2024 08:28

ive been adding on this drop well into 6 figures for me, happy to take the divis.

[john09] 17/4/2024 08:07

We are back in the 60s again all of a sudden. Really odd and quite unfair on the company in terms of valuation and prospects

[aishah] 04/4/2024 08:17

Good read across from FUTR w.r.t the invaluable 1st party data. Eventually mkt will wake up!
"stronger performance in US direct advertising, a key strategic initiative, driven by the continued focus on premiumisation of advertising inventory benefiting from the Group's scale and first-party data."

[blackhorse23] 02/4/2024 08:46

Money moving to APH [LSE] , excellent profitable healthcare company

[aishah] 28/3/2024 12:16

p/e 3.5, yield 9.55% P/B 0.39, nicely above 200d SMA now

I'll be adding on big dips as mkt is ignoring the immense value of first party data imo.

[dougmachin] 28/3/2024 11:41

Reach plans to move 300 journalists into central traffic-driving content hub
The proposed hub will end duplication as multiple journalists at different Reach websites currently write about the same trending topics.

“The last time we undertook a similar reshaping of this scale was over ten years ago when many of our regional titles moved to digital-first. This changed the game for us then and led us to the dominant online reach we still have today – it’s exciting that the opportunity is once again all to play for.”

[the imperialist] 28/3/2024 08:58

Chart wise it looks like there will be a buying opp at 65p-ish.

[netcurtains] 28/3/2024 08:45

I must admit - I've taken my small profit.

It all seems too quiet.....

It will probably rise loads, now I've left the building...

(I've left the lights on)..

[netcurtains] 27/3/2024 15:14

short run I guess the target might be somewhere between 100 and 120.... just looking at the picture not the fundamentals.㈳2;😀

[john09] 22/3/2024 12:16

Thanks Doug

Thats the initiative that Mullen signposted on the earnings call 👍

[dougmachin] 22/3/2024 12:05

Press Gazette article:

Reach creates 120-strong audio and video content team called Studio

[john09] 21/3/2024 17:08

Looks like it good go on a bit of a tear this

[netcurtains] 21/3/2024 16:29

So not so wrong then?

[john09] 21/3/2024 16:18

Big read across from the Reddit IPO here. Reddits a play on its first party data and AI

IPO priced at top end of the range and perhaps opening up circa 50% from there

[netcurtains] 21/3/2024 11:11

Well I was wrong there

[netcurtains] 21/3/2024 08:16

I suspect FTSE100 first then later
FTSE250 - possibly around about 9am to 10am?

Just guess - normally I'm miles wrong..

[john09] 21/3/2024 06:49

Could be a good day for shares today

[netcurtains] 20/3/2024 11:35

The Mirror might well come in vogue if Labour win a general election and the Daily Mail starts to slip a bit....

[john09] 18/3/2024 13:53

Why would you bother with SBDS when alphabets on a fwrd pe of 21

[ali47fish] 18/3/2024 13:11

sbds what is it

[aishah] 18/3/2024 09:40

In their latest issue The Momentum Investor points out that first party data could be a gold mine in a post cookie world and shares could multi-bag for patient investors. Deal with Amazon already signed and more to follow imo.
I am adding here, Future and SBDS. dyor.