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| Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
|---|---|---|---|---|---|
| Sci Ent.Grp. | LSE:SEG | London | Ordinary Share | GB0007641797 | ORD 5P |
| Price Change | % Change | Share Price | Shares Traded | Last Trade
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|---|---|---|---|---|---|
| 0.00 | 0.00% | 19.00 | 0.00 | 00:00:00 |
| Bid Price | Offer Price | High Price | Low Price | Open Price | |
|---|---|---|---|---|---|
| Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
|---|---|---|---|---|---|
| - |
| Last Trade Time | Trade Type | Trade Size | Trade Price | Currency |
|---|---|---|---|---|
| - | O | 0 | 19.00 | GBX |
Sci Entertainment (SEG) Share Charts1 Year Sci Entertainment Chart |
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1 Month Sci Entertainment Chart |
Intraday Sci Entertainment Chart |
| Date | Time | Title | Posts |
|---|---|---|---|
| 10/11/2021 | 22:53 | Scidos - SCi are the UK's No1 (Excl. DN) | 14,151 |
| 22/7/2009 | 05:51 | SCi Entertainment News and Background | 20 |
| 08/12/2008 | 11:30 | SCi Discussion 2008 onwards | 263 |
| 24/11/2008 | 19:42 | SEG with Charts & News | 8 |
| 03/10/2008 | 09:35 | SELL SEG ==== PRICE TARGET 2P | 60 |
| Trade Time | Trade Price | Trade Size | Trade Value | Trade Type |
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| Top Posts |
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Posted at 26/11/2008 10:55 by togglebrush My thoughts on the depressed share price:-Robert Tchenguiz lost his CFD's held in the Icelandic banking debacle. They were held with:- Heatherville 42,857,140 CFD's (with a Thorson related company(. Some of these found homes with:- 14 Oct 08 Cazenove Capital Management Limited was 12,515,783 now 15,515,783 16 Oct Time Warner Entertainment Ltd was 37,518,080 now 42,518,080 This accounts for roughly 7 million. Volume in the markets has been thin and there were some 14 million trades since mid October which is possible 7 million shares changing hands. There were 42 million to sell and 7+7 or 14 million can be accounted for. That leaves roughly 28 million shares as a market overhang. This could be One reason why the share price is depressed. A Second reason is that Blue Chip shares are very volatile some having daily swings of 15% and that traders can make less risky returns. Plus many bank Rights Issues absorbing money. They are not trading Small Cap shares. Mid February, when the Annual Results are out, may be the time these shares recover. In the meanwhile AGM is NEXT Tuesday. |
Posted at 27/10/2008 07:25 by dealy I think they have a duty to all shareholders to see the share price increase or achieve some sensible level. In that respect the board is obliged to consider all steps that encourage an increase the share price. In actual fact, anybody is normally able to buy up to 30% of a company. They are just removing a restriction which didn't make sense in the first place. |
Posted at 21/10/2008 21:29 by bethany3 TW's recent purchase is good news to SEG even though it's only 5m - word was that they were beaten to the remainder by institutional investors who knew TW was after them. Also, the immediate resignation of the TW executive added fuel to the theory that TW was running a slide rule over SEG. If true TW won't have it all their own way - I'm sure Infogrames would enter the frame as well. Today's slight slide in share price is mainly down to profit taking - share price is still way below open offer share price and with Tomb Raider release imminent watch out for fireworks! |
Posted at 18/10/2008 09:40 by life of crime I think this is good news for shareholders. The uncertainty surrounding Tchenguiz's CFD holding has been clarified and TW have only upped their stake to 16%. Hopefully this will stabilise the share price That leaves the way clear for an alternative buyer to make a bid for TW if the latter chose to make a move. Also, Tchenguiz has kept his 10% stake that was not owned through CFDs, which he bought at a far higher price than the current levels. I'm sure he, and most other shareholders, will hold out for a lot more than 50-60p and any bid before TRU comes out should be taken with a pinch of salt. Eidos needs to focus on a successful launch for the big 4 titles this year, JC2, Battle Stations, CM and of course TRU. If they perform well, this will be a profitable FY and next Summer would be the right time to entertain any bids on the back of a good year and from a position of strength. If that pans out, the current share price will be seen as utterly derisory, but we will just have to see how the games perform. |
Posted at 10/10/2008 14:14 by togglebrush Trying to make sense of Robert Tchenguiz holdings. I have gone back to the original RNS for the placing and open offer24 April 2008 Thorson held 13,413,073 shares 2,181,666 CFD's Agreed to buy Thorson shares 23,571,427 placed Plus subject to clawback 19.285.713 possible both at a cost of £15 million Heatherville 42,857,140 CFD's with a Thorson related company. It would appear that the Heatherville CFD's are the ones that were listed with Kaupthing Bank and have been acquired by Ernest and Young Tchenguiz may still hold 36,984,500 (14%) shares and 2,181,666 CFD's (case a) or even 56,270,213 (21%) shares and 2,181,666 CFD's. (case b) There has been no RNS giving a change in the holdings of Thorson, Heatherville, or Tchenguiz. These holdings should become clear in the Annual Report due later this month. It is a complex arrangement. The FT reports that "Mr Tchenguiz with a controlling interest in 58.4m shares" which equates to case b. Could the CFD's be related to his own holdings ??? If you take away these from the 58.4 million you get roughly 13 million shares or 5% of the shares held. This equates to FT case. IN that case he lost the CFD's and the shares. It means roughly 45 million shares are looking for a home. Mr Tchenguiz retains 13 million shares or 5% of the company. I am not sure about this and parts of the RNS are quoted below. Any comments !!! RNS Number:1083T SCI Entertainment Group PLC 25 April 2008 Extracts Thorson holds 13,413,073 ordinary shares, representing 15.4 per cent. of the Company's issued share capital as at 24 April 2008. It also has a long economic interest held through contracts for differences in another 2,181,666 ordinary shares, representing 2.5 per cent. of the Company's issued share capital as at the same date. It has agreed to procure that the Thorson Prime Broker subscribes for up to 42,857,140 New Shares under the Placing, consisting of 23,571,427 New Shares placed firm with it and 19,285,713 New Shares placed with it subject to clawback under the Open Offer. The total subscription sum payable by the Thorson Prime Broker for these shares, assuming the Thorson Prime Broker subscribes for such shares in full, is £15.0 million. Both the WB Subscription Arrangements and the Thorson Subscription Arrangements are required to be approved by Shareholders at the EGM. Later Extract 3. ARRANGEMENTS WITH THORSON Thorson is indirectly owned by the Tchenguiz Discretionary Trust, which is advised by R20 Limited, the investment vehicle of Robert Tchenguiz. Thorson holds 13,413,073 ordinary shares, representing 15.4 per cent. Of the Company's issued share capital as at 24 April 2008. It also has a long economic interest held through contracts for differences in another 2,181,666 ordinary shares, representing 2.5 per cent. Of the Company's issued share capital as at the same date. It has agreed to procure that the Thorson Prime Broker subscribes for up to 42,857,140 New Shares under the Placing, consisting of 23,571,427 New Shares placed firm with it and 19,285,713 New Shares placed with it subject to clawback under the Open Offer. The total subscription sum payable by the Thorson Prime Broker for these shares, assuming the Thorson Prime Broker subscribes for such shares in full, is £15.0 million. Thorson has confirmed that one of its associates, Heatherville Limited, which is also indirectly owned by the Tchenguiz Discretionary Trust, will acquire, with effect from Admission, a long economic interest in 42,857,140 ordinary shares pursuant to a contract for differences entered into by it with the Thorson Prime Broker. As Thorson is a substantial shareholder, together the Thorson Subscription Arrangements constitute a related party transaction for the purposes of chapter 11 of the Listing Rules and will therefore require shareholder approval at the EGM. On 25 April 2008 the Company, Thorson and Heatherville entered into the Thorson Relationship Agreement to regulate their relationship following Admission. The Thorson Relationship Agreement includes provisions for the appointment of a director by Thorson and restrictions on an appointed director voting where there are conflicts of interest between the Group and Thorson. The Thorson Relationship Agreement is conditional on (i) the passing of the relevant resolution at the EGM (ii) the completion of the Thorson Subscription Commitment, (iii) the acquisition by Heatherville of the long economic interest in ordinary shares referred to above, and (iv) Admission. A detailed summary of the Thorson Relationship Agreement is included in the Company's prospectus and shareholder circular to be published today. Finally There were 45 recent RNS relating to Kaupthing Bank hf the latest one RNS Number : 1542Y Kaupthing Bank hf 02 July 2008 Derivatives (other than options) Long 38,277,884 (14.81 %) Short 29,325,851 (11.35 %) |
Posted at 09/10/2008 06:21 by togglebrush The demise of Robert Tchenguiz as quietly been expected for some time. It may have had some influence on the SEG share price. The example of Mitchell and Butlers may be an indication of his effect on share pricesMitchell and Butlers shares were just under £9 a share in the summer of 2007. At the time there was discussion with Robert Tchenguiz, who owned 25% of their shares, for a complex deal including a REIT. The credit crunch started and by September 2007 they were have to write off a loss of £140 million. The last day of this September the MAB share price was 219.25p. Robert Tchenguiz sold out at 130p. It jumped up latter the same day to 163p. Robert Tchenguiz relationship with Sainsbury's was often believed to be an uneasy one. Their share price also reflected this. |
Posted at 16/9/2008 12:45 by togglebrush DarrenS you are like a one eyed man playing an old gramophone repeating the same tune because the needle is stuck.The games market is changing. From the recent final results I quote "Our industry is growing through a broadening demographic appeal of games, increasing spend among gamers, longer product cycles and new online opportunities." There is the need to continue to appeal to the core gamer. But a new larger market is opening up. In the past year I have noticed Chemist shops, Supermarkets, Stationers, Book shops selling consoles (mainly Wii and DS with some Sony) and games. This month I have seen; at an English Wedding pre school age boys played with a DS in church: at a Swedish restaurant pre teenage girls playing on a pink DS: and at a Mediterranean marina there was a squabble between various pre teenage children over video games: in airport lounges passengers of all ages were amusing themselves with video games. In the last results 60% of unit sales were from none AAA games. These units cost roughly the same as AAA games but appear to cost less to produce. Results also show sales in Europe as the largest geographical sector. Prices in Europe and UK are much higher than North America and I would suspect have higher margins (Tomb Raider Underworld: PS3 £39.99 v $59.99 DS £24.99 v $29.99). Earlier I compared the projected games of UBI and SEG. They covered the same consoles and in proportion SEG was forecasting more games (if they can deliver them). SEG is covering same markets as other publishers. The £200 m revenue figure for 0809 has been around for some time and I have posted forecasts based on it. Earlier I have suggested that Tomb Raider may account for up to 40% of that figure. It is an established franchise, that usually do well, and is on a full range of consoles. It should make a major contribution BUT IT IS NOT A ONE PRODUCT COMPANY. Management The old Battersea team were a smaller company that had the fortune to take over a much larger EIDOS. Phil Rogers comes from a senior position at EA, one of the biggest in the business (Phil was Vice President, Corporate Development at Electronic Arts Inc). His handling of the Open Offer and Placing was a business school classic (see earlier postings). Jurgen Goeldner, COO (non Board), has 25 years experience in the worldwide video games market having held senior executive roles in a number of organisations including Funsoft and THQ. Robert Brent brings extensive knowledge of SCi through his 5 years of researching and analysing our business and the video gaming sector as a whole. He had eight years experience at KBC Peel Hunt. I think your continuing personal attacks on them are unwarranted. Share Price The two big money investors are into this company at a price of 120p to 150p (depending on how you do the numbers). Robert Tchenguiz is known to play the markets and he may have reduced his price a little. Valentines Day 2009 and we may have a better view of the share price. |
Posted at 16/9/2008 10:19 by darrens Well, I've been turning my mind to SCi to try and really get a handle on whether these are worth a "proper" investment. I thought I'd share my thoughts with the (few) people remaining here to see what others think.Not quite sure how to do it but here are a list of bullet point with pros/cons. Tomb Raider Underworld + Initial previews have been positive and along the lines of evolution, not revolution. It's not going to break any new ground but it looks like it will be another good one. + They've managed to sort out a simultaneous release across all formats + It's being released at the sales peak. Titles that do well at Thanksgiving/Xmas tend to do very well. - It's being released amongst all the biggest titles. Already we know that Call of Duty is being released the week before and it will go head to head with Prince of Persia. There are always big-name casualties at this time of year because there just isn't the space for all the big games that come out. - N. American's have fallen out of love with Lara (based on sales of previous iterations) and there's nothing in this one to suggest that trend is going to be broken. Warner's are publishing in N. America but not sure yet if that's a negative or positive. 08/09 Release schedule We now know this year's release schedule. It's Tomb Raider Underworld, Batman: Arkham Asylum , Just Cause 2, Monster Lab, Champ Mgr 09 and Battlestations: Pacific. They're also bunging out Shellshock (and presumably Highlander?) but nobody expects anything of those. + That's a pretty good release schedule with lots of sequels to successful" games and licensed product. - With the exception of TRU there are no bankers in there. It's possible that all the rest will crash and die at retail - none of them are strong enough franchises to guarantee a minimum level of sales. Management + The last set of management were lots of things that the current management aren't: experienced, been through the fire, know the games industry and the major players inside out...and they messed it all up. So, the current management, untried and untested though they are, surely can't be any worse? - The current management are way out of their depth and have no track record in the positions that they currently fill. Will the job maketh the man? Financials At today's share price, SCi are on a market cap of over £80m. I've yet to see any notes but the FT quoted them as saying they were looking to do turnover of £180m-£200m. Again, I've not seen any notes but there's been talk of 5-8% margins so that equates to a profit of £9m-£16m (edit - Citigroup forecasting £6.8m, strangely on the same revenue). + If they achieve their target numbers then that puts them on a prospective p/e of 5-9. Far too low for a company that has demonstrated (which it will have done to get those sort of numbers) it has turned itself around. Call it a p/e of 15-20 and then taking all averages that gives a share price target of around 85p. - Inevitably there's a huge risk around achieving those numbers. The quoted turnover figure is pretty bullish and they've obviously assuming that all the games will succeed to some extent or another. I think it's a solid release schedule but it's a fair bet that one or two of them are going to disappoint when it comes down to sales Conclusion I think my conclusion is "wait and see". If everything goes to plan then there's some serious upside to the share price but there's huge risk in their schedule. The major piece is TRU. It's got to be their biggest selling title this year and their biggest cash contributor. Of the rest, some will probably do better than expected, some will probably do worse but if TRU doesn't put in a good performance then the outturn is shot for the year and they could be struggling for cash too. Thoughts? |
Posted at 04/9/2008 11:11 by darrens Dope - that's the industry though isn't it. The share price of even the biggest companies is a hostage to the fortune of their biggest games. I mean Microsoft share price went up considerably on the back of the Halo 3 success.Okay, you can get big enough so it doesn't come down to survival but for investors like us then it always come down to the big franchises to work out where the share price is going of any of the publishers. |
Posted at 02/8/2008 14:12 by togglebrush Extracts from UBISofts Press Release 24th July 08They show European Video Game company having increased sales 26% roughly in proportion to US reports. They also show an increasing attention to DS sales. Extracts from their press release are shown below. Ubisoft reports first-quarter 2008-09 sales Sales Sales for the first quarter of 2008-09 came to 169 million, up 25.8%, or 33.0% at constant exchange rates, compared with the 134 million recorded for the same period of 2007-08. Guidance raised for 2008-09 full-year sales Ubisoft is raising its guidance for full-year 2008-09 sales to approximately 1.02 billion from the previously-announced 1 billion as a result of the following factors: favorable market conditions for the video games industry, the Group's solid first-quarter sales performance (particularly by the Games For Everyone range), and the positive reception given to the games resented at E3. Sales by Platform for Q1 0809________________ 37%_Nintendo DS_______16% 14%_PC______________ _3%_PlayStation®2___ 21%_PLAYSTATION®3___ _4%_PSP____________ 11%_Wii____________ _9%_XBOX 360__________17% _____Other__________ For Comparison with SCi Entertainment Using exchange rate 1.00 = £0.80 Quarterly earnings for UBIsoft were circa £135m v estimated £30m for SEG. SEG game new release program was at the end of the period. My estimate for SEG in this quarter is £40m and Oct to Dec £80m. The release pattern, allowing for different sizes of companies, is similar. That is they are targeting similar customers New Releases for second quarter July Sept 08 v those for SEG in similar period UBIsoft_____________ 16_Nintendo DS_____________7 _6_PC_______________ ___PlayStation®2____ _3_PLAYSTATION®3____ _1_PSP_____________ _5_Wii ____________________ _3_XBOX 360 _______________2 Edit:- SEG are in a GROWTH market using the sales figures for 3 US and 1 European. The new SEG releases are on the GROWTH platforms using UBIsoft data. SEG appears to be on the path for GROWTH. |
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