Tinopolis Share Discussion Threads

[woozle1] 17/2/2006 12:44

The width of the spread puts me off. This one of the worst I have seen for some time. If you buy at 32, it will cost you almost 20% to sell.

W

[sat69] 17/2/2006 12:30

MEMO TO MARKET MAKERS:

How about narrowing the spread by increasing the bid price so our porfolios don't show as great a loss! (And others can buy at the current offer price)

[sandbank] 17/2/2006 11:25

MEMO TO MARKET MAKERS: How about narrowing the spread so we can start buying?

[explorer88] 17/2/2006 09:37

pythian - 5p / 6p is a tad OTT don't you think? - a fall of 5p/6p yes, given TCP shareholders wanting to cut their losses, but i can't see TIN going much below 20p for any length of time.

[pythian] 16/2/2006 23:58

I'm very sorry but in the next 6 weeks I see this at about 5p to 6p:the drop can be sudden and fearsome.Indeed to a certain extent it already has been. There are no immediate prospects that the flow of commissions can be sustained to preserve the current valuation. I sincerely hope that the management will not follow the actions of some other penny share media companies and give the impression that there are lots of goodies in the future. It is now such a competitive field that only the companies with the best creative minds will flourish. The list of departures past present and future will certainly not help Tinopolis.

[mach10] 16/2/2006 20:15

I'm with you Sat! I called yesterday at the bottom and it's up almost up 4% today. In fairness another poster said a week or so ago that these would go up on the 16th so hats off to him! Fingers xed for tomorrow. My price target is 34-36p in the short term given that a director shelled out 32p for his.

[sat69] 16/2/2006 16:05

You had your chances. The answer is - 'Must fly up!

Clearly the bottom has been reached. Expect a RNS after hours today or tomorrow stating the 2.8 million buyer, and a DEFINITE UPWARD MOVE.... at last!

[sat69] 16/2/2006 14:00

no no no...ONE LAST TRY ANYONE?

[wiganer] 16/2/2006 13:04

...carries on falling?

[explorer88] 16/2/2006 13:01

... crushes anyone trying to hold it up? :-)

[sat69] 16/2/2006 10:58

what comes down.......

[scotswhaehae] 16/2/2006 10:37

Decent 2 way volume...

What forward PERs do u guys estimate?

At some point the 'penny will drop' that these are very cheap ...imho/dyor

Good luck all!

[sandbank] 16/2/2006 09:12

You may have already seen that TIN'S 15% owner - Dutch media mogul John de Mol (creator of the "Big Brother") has been busy. Yesterday it was announced he'd raised his stake in RDF Media which makes "Wife Swap" and "Rock School". De Mol, also owns the Dutch free-to-air TV channel Talpa. His stake in RDF is now 6.4 percent.

De Mol's stake in TIN is held by his Talpa Beheer investment vehicle. He was the "mol" in Endemol which he sold to Telefonica some years ago. Perhaps all TIN needs is one successful series and it's chocks away....how about "Wife School?" (copyright Sandbank 2006).

[mach10] 15/2/2006 17:31

I'm comfortable with this share. I'd say today is the bottom. I don't buy the argument above about 'soft commissions'. Since when did a revenue stream become a negative? Also their local knowledge means a barrier to entry to others! It has invested a lot in interactive services and these were- and hopefully still are quite lucrative. It looks like it got TV Corp for a steal so it has both niche market and diversity. There are still chunky buyers around for these who also believe this one has legs so we shall see. The market will out!

[sat69] 15/2/2006 15:09

I don't 'officially' own TIN yet! - Will become a TIN man tomorrow though (hence the header!)

I bought TCP at about 67p - after the bid news. I had a chance to sell when TCP announced they were in talks with another party and the share price moved to around 74p....Greed took the better of me...expected a bidding war!...same old story.

So by my mathematics, 67P TCP = approx 39p TIN (At 1.73p per share). Chuck in a few pence for expenses, that takes me to 40p to break even.

And your story Bis?

[wiganer] 15/2/2006 15:05

I'd be interested in hearing the arguments for favouring this over say TAL.

[biswell] 15/2/2006 14:57

Did you buy on the drop at 40p ?

B

[sat69] 15/2/2006 14:44

You're dead right Bis...I'm needing 40p to break even!...Looks like I'll still be holding on to this one when the London Olympics are taking place. Maybe they'll win some advertising contract in 2012 and allow me to sell at a profit!!

[biswell] 15/2/2006 14:40

Chart is in free fall though each fight back has become less strong as the share has capitulated

Where is stops is a guess at pres

B

[biswell] 15/2/2006 14:38

Oh .... don't think Sat will like that

B

[wiganer] 15/2/2006 14:31

Personally I'd want another 25% off at least before I saw any value. Even then I'd be concerned about whether such a people business has more upside than downside potential.

[sandbank] 15/2/2006 14:26

PYTHIAN AND EXPLORER: I agree the TIN management needs strengthening and they do need to hire people who can win commissions in the UK market where personal connections matter a lot more than the actual merit of the idea being pitched (otherwise we wouldn't be getting all the rubbish we currently see on the major channels).

However it's no use just emplpoying people straight out of - say - Channel 4 or the BBC. Ejected executives are normally given a big pension settlement, a golden goodbye and a sweetheart deal - i.e. the broadcaster normally commissions some worthless series from the departing executive that he can make in his new independent capacity. Many of these never actually see the light of day. But when that guy goes back to - say - Channel 4 with what he thinks is another sure-fire winner he'll find himself frozen out and forgotten. That's how it works.

Despite this though TIN is getting support from some investors I see from today's RNS: -
"The Company received a notification dated 25 January 2006 from Coal Pension
Trustees on behalf of the British Coal Staff Superannuation Scheme informing it
that as at 20 January 2006 the British Coal Staff Superannuation Scheme held
2,765,145 shares, representing 3.11% of the Company's issued ordinary share
capital."

In the interests of ALL shareholders TIN should be issuing forward-looking RNSes on new programme contracts and doing city presetations . It is irresponsible to allow the share price to sink to these levels.

[sat69] 15/2/2006 12:00

Explore. Have you shorted this then?