Tinopolis Share Discussion Threads

[andrbea] 01/11/2006 10:52

Mentorn, which is based in London and has production centres in Oxford and Glasgow, has enjoyed recent success with shows including A Very Social Secretary and Robot Wars.

[gimme sunshine] 01/11/2006 10:24

don't look too bad, will do some reasearch

[andrbea] 01/11/2006 10:20

All the trades are in time sequence
so no delayed trades showing yet (either as 'T's or 'L''s)
No MM trades either.

so the full picture isn't there yet IMO

if 10p/share cash return (early 2007),they only cost 30p, as I see it, instead of 40p.. :-)

[andrbea] 01/11/2006 10:07

2 earlier posts (sums it up for me)


Robsy2 - 15 Jun'06 - 15:09 - 239 of 258

Dear Gritter
Your right! 99.45 million shares in issue.Lets re-run the figures
They have £14m cash . A good cash return of say £10million would equal 10p a share.
Then there is the strong performance of the divisions.
For year end 30.9.06
Say £1m profits from tinoplois,Mentorn breakeven, Sport £2m for the year?
(Sunset and Vine made 600k profit in just 3 months, see the accounts
We have EBIT excluding exceptionals of 3million ie. EPS 3p for year end 30-9-06
EPS at this level would support a target share price of 30-40p by year end 2006. I still see this as a buy.I can't see any downside here on in because the cash return could be significant.
What does everyone else think ?


gritter - 16 Oct'06 - 17:18 - 245 of 258

And also there is presumably still to be a return of the surplus cash referred to earlier this year (total cash holding equates to around 50% of market value. As the share looks undervalued on fundamentals, it looks incredibly cheap if bid action is afoot.

[thenaughtyboy] 01/11/2006 09:58

Moving Quickly!

[andrbea] 01/11/2006 09:49

For more info, click the link to Tinopolis at the Mentorn site

[scotswhaehae] 01/11/2006 09:34

With say 10p per share cash return to shareholders early next year I believe we could be looking at a mid single figures PER for the current 2006/7 financial year, leaving the shares around 50% too cheap after the cash return...and that's just for the current year!

Looks pretty good to me...

[andrbea] 01/11/2006 09:31

small caps open

squaregain site:

Buyers also came for Tinopolis, 3-1/2 better at 35-1/2, after the producer of new media and TV programming said it expects to report results in line with market expectations, with a 351 pct increase in revenues from continuing operations to 47.0 mln stg, compared with the same period to September 2005.

Sales for the pre-acquisition business also grew strongly and were 15 pct higher than prior year.

[pre] 01/11/2006 08:52

Pre-Close Statement

RNS Number:3347L
Tinopolis PLC
01 November 2006


1st November 2006



Tinopolis plc ("the Company")


Pre-Close Statement and Change of Advisor



Tinopolis, one of the UK's largest independent producers of new media and TV
programming, issues the following trading update for the twelve months ended 30
September 2006.


The Directors are pleased to report that the Company continues to experience
strong trading conditions and has made solid progress in meeting its objectives
for the year. The integration of The Television Corporation into the group has
proceeded well with little disruption to the Company's other operations.


As a result, the Directors expect to report results in line with market
expectations, with a 351% increase in revenues from continuing operations to
#47.0m, compared with the same period to September 2005. Sales for the
pre-acquisition business also grew strongly and were 15% higher than prior year.


With improving revenue visibility in the Group, the directors view the outlook
for the current year with confidence


Tinopolis will announce its preliminary results on 12th December 2006.





Change of Adviser

Tinopolis plc is pleased to announce that it has appointed Investec
as Nominated Adviser & Broker to the Company with immediate effect.



Notes to Editors

The Tinopolis Group is one of the United Kingdom's leading independent
television production companies. Established in 1989 and based in Llanelli, the
company has recently completed the acquisition of The Television Corporation,
owners of Sunset + Vine, Mentorn, Hawk-eye and RedBack Films. Tinopolis is now
ranked as Britain's sixth largest independent television producer.


Tinopolis is also one of Britain's leading new media producers. The company
produces a range of interactive, training and education materials for clients
including the Ministry of Defence, the University for Industry, the WDA,
Scottish Enterprise, the BBC and ACCAC in addition to other government and
public authorities in the UK and corporate organisations worldwide.


For further information, please contact :

Tinopolis Plc. 01554 880880
Ron Jones, Executive Chairman
Arwel Rees, Managing Director

Jeremy McKeown , Investec 020 597 5067

Mantra public relations 020 7907 7800
Lawrence Dore / Nick Bishop,
[e-mail] / [e-mail]






This information is provided by RNS
The company news service from the London Stock Exchange

[pre] 01/11/2006 08:42

This looks fantastic...what an opportunity....massive revenue growth expected as stated in the pre-close statement:-))))

[scotswhaehae] 01/11/2006 08:41

Am I missing something...this seems to be a £30m market cap business with £15m net cash!

Great stuff!

[scotswhaehae] 01/11/2006 08:14

Today's RNS tells us most of what we need...

Upward re-rating required imho...

[robsy2] 18/10/2006 16:07

The year end was sept 30th , last years results came out on 1st December so ther is a while to wait yet.

[scotswhaehae] 18/10/2006 12:23

Interest returning...

Watch this space...!

[igdavies] 17/10/2006 20:16

Don't understand the De Mol situation, increasing his stake in Shed who have recently lost 'Footballer's wives' one of their two major productions, with Bad Girls. I think its the fact that the shares have been stagnant for so long.

End of year results due any day I presume!!

[scotswhaehae] 17/10/2006 07:53

Substantial share price rise justified pre-results imho...

We should see great share price action in coming weeks...

Good luck all!

[gritter] 16/10/2006 17:18

And also there is presumably still to be a return of the surplus cash referred to earlier this year (total cash holding equates to around 50% of market value. As the share looks undervalued on fundamentals, it looks incredibly cheap if bid action is afoot.

[robsy2] 16/10/2006 10:37

Something is afoot.
SVM now have 4.6% of TIN.
Hendersons took out a call option on the stock earlier this month.
Talpa Beheer BV no longer has an interest in TIN. Not sure wha this means because Talpa Beheer is de Mol's ( big media investor)investment firm and has already built stakes of around 15% in both RDF Media, producer of Wife Swap and Welsh TV producer Tinopolis.
The TIN fundamentals look good, it is the 2nd largest operator in the independent production area and has a solid business which is in turnaround mode. If there is a buyer in the wings then majority shareholder Ron Jones will decide what happens.
I am going to stickaround and see how it pans out. I do not expect this share to dissapoint over the next 12 months, bid or no bid.
R

[gritter] 12/10/2006 17:13

I see that North Atlantic have bought a stake today. I believe that they are activist investors, so we could at last see some action here, particularly as I don't understand the earlier declaration from Henderson as they have less than 3%. Anybody know if this is really a bid situation?

[robsy2] 30/8/2006 20:10

The share price has been drifting.There is still work to be done with the recently acquired subsidiaries that have not been sold esp Mentorn ie get them to focus on making money as well as winning awards or preferably both. Some staff have left but they have a good core business in S4C and they have some interesting stuff in the pipeline. I think it looks good value at this price.

[biswell] 18/7/2006 14:46

Not if it is heading to 25p support it ain't


free stock charts from ADVFN.COM

[gritter] 15/6/2006 17:38

Robsy2 - Agree that this is a strong buy. According to the IC many institutions were forced to sell their TVC shares rather than accept TIN paper as it had a full quote, whereas Tinopolis is an AIM company. Hence the oversold situation we are presently in.

My only short term concern is how soon can the excess cash be given back as I doubt that TIN has a buyback facility agreed at present and can't pay a divi until the P & L is in credit, which will take a while to sort out the legal niceties. Still looks good on a six month and longer view.