Trinity Mirror Share Discussion Threads

[pvee] 27/5/2018 18:06

Thanks Kazoom

[kazoom] 26/5/2018 21:46

I agree with you on all counts pvee - but I would seriously recommend that you migrate to the new Reach RCH thread via the link posted by freddie above - there's even less rubbish to trawl through as I haven't started posting there yet ;-)
(Seriously though as that now has the new EPIC all of the price feeds etc will be updated so it is the better place to look).

[pvee] 26/5/2018 21:06

I'm convinced this is a good investment

Compared to the drivel I see on other boards I'm quite pleased not to have to trawl through rubbish

Long may it continue

[freddie ferret] 25/5/2018 14:25

There is an RCH thread. It has gone a bit quiet here.

[harry_david] 21/5/2018 14:46

The fund trustees should lose their blocking powers on dividends, acquisitions etc, once the fund moves into surplus, so fingers crossed!

[cityconindex] 21/5/2018 08:09

Harry...on that basis what's the chance if the deal is cleared for more solid progress on the dividend and is there a possibility of a special?

Anyone got info on the phone tapping saga?

ATB

[harry_david] 21/5/2018 04:44

Citycon, the rise in long interest rates if maintained will reduce the pension deficit by about £75mil in December to which should be added the £50 million in top ups.
Despite what the BoE says interest rates are now driven globally and with Trump in charge in the US their rates are heading up. My bet is by another 1% (equals £400 mil for the combined Group.)

[cityconindex] 16/5/2018 11:14

Forex and fixed income
The rise in US yields put upward pressure on their European counterparts, with the 10-year German Bund yield up 3bp at 0.64 per cent and that on the UK gilt 5bp higher at 1.52 per cent.

Any good for TNI I mean Reach?

[cjohn] 15/5/2018 08:43

Hi Extrader you said this at message 2267.


Hi CJOHN,

Deal was only completed 28 Feb and competition authorities are limiting TNI's involvement in running of acquisition , eg ref to limited financial / trading info.

So it seems unlikely that TNI's approach has made a difference.....so far !

ATB




You're right, of course!

[kazoom] 11/5/2018 13:56

LOL

"is-it-too-late-to-buy-trinity-mirror-plc"

It certainly is.

[cityconindex] 11/5/2018 11:21

A couple of weeks old but interesting. 86.70 to sell about 11.30 so that's about 90 with the dividend.


hxxps://simplywall.st/stocks/gb/media/lse-tni/trinity-mirror-shares/news/is-it-too-late-to-buy-trinity-mirror-plc-lontni/

[kazoom] 10/5/2018 21:34

Podgy - yes you're quite right, but with such low volumes is probably name change chaos. Interesting to see what happens tomorrow & next week.

[podgyted] 10/5/2018 16:32

As far as I can see TNI/RCH has gone up 1.9p from 85p today whilst going XD for a 3.55p dividend - that gives a 6%+ rise on the day.

Comments welcome if I've got this wrong or if you think I'm right - name change has created a bit of choas.

PT

[cityconindex] 08/5/2018 22:12

Some site's showing closing price of 88p

[kazoom] 08/5/2018 19:09

And a new ticker to go with it [RCH] - probably worth setting up a new thread if anyone has the time and inclination (personally short on the former atm)

[harry_david] 08/5/2018 17:48

Good start for the new Reach, turnover looks as though the big seller was cleaned out, let's hope it is permanent and not day only.

[podgyted] 08/5/2018 08:10

Welcome to Reach.

[extrader] 06/5/2018 18:37

Hi CJOHN,

Deal was only completed 28 Feb and competition authorities are limiting TNI's involvement in running of acquisition , eg ref to limited financial / trading info.

So it seems unlikely that TNI's approach has made a difference.....so far !

ATB

[cjohn] 06/5/2018 08:50

Digital display and transactional revenue up 7% over last year. Total digital up 2% over last year. Total revenue down 9%. Dire!

However, digital doing much better at Express and Star. Up 40% on last year. I imagine this is the effect of Trinity's superior approach being applied to digital at Express and Star.

[ironstorm] 04/5/2018 23:41

Agree with Harry.

There is plenty that can be done to generate value. TNI are past masters.

Regulators well they are asleep at the wheel why would they not allow a takeover of minority newspaper express and star.

[walbrock82] 04/5/2018 08:15

This company is a toss-up. On the one hand, valuation has been decimated, but on the other hand, the business model (print industry) is on their last legs.
In the short-term, Trinity Mirror will defend their valuation because it holds real tangible assets of £170m. Their net debt of £88m isn’t a big concern because of positive operating cash flow. Also, it manages to agree on annual payments of £44m to the pension pot for the next ten years, equating to £444m vs. £378m in pension deficits.
Market concerns are on the company falling revenue and the impact it will have on profits in the future when Trinity can’t make further acquisitions because of competition rules. And that won’t be in a few years’ time.
I think in the short-term, Trinity Mirror can continue to see their share price rise further, but the rise will be limited, so sell at up to £1.25 per share (£340m valuation). Personally, it’s too much of a risk for medium to long-term shareholders.
For more on yesterday’s update from Trinity Mirror and the interpretation of Ophir latest acquisition and annual results from Elektron Technology, click