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Share Name Share Symbol Market Type Share ISIN Share Description
Trinity Mirror LSE:TNI London Ordinary Share GB0009039941 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 85.70p 85.00p 86.00p - - - 0 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 623.2 81.9 23.0 3.7 258.98

Trinity Mirror Share Discussion Threads

Showing 7326 to 7348 of 7575 messages
Chat Pages: 303  302  301  300  299  298  297  296  295  294  293  292  Older
DateSubjectAuthorDiscuss
28/12/2017
11:47
Lots of up and down movement yesterday and seems like plenty of retail buyers so far today. Anything that we have missed bar the excellent value and potential these share have?
cityconindex
24/12/2017
02:59
Foot in mouth ring them and at the same time please ask if they would consider a bid of 1.75 to sell out? They have rang me back before.
cityconindex
22/12/2017
19:32
Yes, not your best work to be honest Walbrock - synergies not in your lexicon? Certainly it would be nice for them to buy a growing source of digital income at a price that is earnings accretive and of scale to make a difference. I can't imagine why they haven't thought of that - all they need to do is find someone willing to sell such an asset at below par. It's somewhat artificial (and as twixy says very rear view mirror) by the way to conclude that Local World was a bad investment because the price they paid is more than the market cap of the whole group. That is much more a function of the current market sentiment towards TNI than anything else. I seem to recall that the LW acquisition was earnings accretive which is the good benchmark so even if maybe maybe they could have negotiated a lower price it doesn't make it a bad deal. However, in your write up you have I suspect captured to a degree the current market sentiment which is why the price is where it is, but not necessarily a reflection of where the price will go.
kazoom
22/12/2017
19:23
Very well put Twixy, come in Feb when final year results are out people will see how undervalued TNI is. I am adding to my holdings and enjoying the dividends.
patience a virtue
22/12/2017
16:43
Thanks for taking the time Wallbrook82 to share your research. It seems to me your rear view mirror is working well; however, totally ignores the benefits of what the S&N acquisition would bring by way of operating synergies and savings. As TNI are in exclusive talks with S&N it’s clear to me that detailed DD is being conducted to avoid over paying (again). In my opinion the share price is unlikely to tumble in the medium term, since the ‘tumble’ has already happened. IF the acquisition happens and the price and deal structure is as I hope, the share price should recover from its current lows. All that will enable TNI to execute the business objectives, which if you know them, they are arguably executing to plan. As for quoting Warren Buffett, I think we can all wheel one of those out to suit our argument....when others are fearful....
twixy
22/12/2017
10:55
Looking at management strategy I'm disappointed. They are prepared to waste hundreds of millions of pounds on other failing publication without addressing the biggest problem in the room. The collapse in advertising revenue on print. I know they have increased digital sales to £90m, but it represents 15% of all group sales. Over the medium term, the shares will take further tumbles, here are five reasons why: http://bit.ly/2zfKuG1
walbrock82
20/12/2017
21:40
Seems to want to get of the starting grid but being held back any ideas? Seasonal greeting
cityconindex
17/12/2017
23:21
Numis 15/12 Reiterates Buy Buy 210.00p Peel Hunt 15/12 Reiterates Buy Buy 190.00p Citigroup 11/12 Reiterates Neutral Neutral 77.00p Gives an average target price of 159p.
foot in mouth
15/12/2017
23:10
http://www.telegraph.co.uk/business/2017/12/15/trinity-mirror-expects-revenue-dip-advertising-slumps/ Read the last two lines of the article, something that we all wish for.
cityconindex
15/12/2017
21:57
Kazoom, you are right, digital is the key. The company has twice referred previously to new digital initiatives that would generate revenue growth starting this period. Hopefully we are seeing the first real signs of this now.
harry_david
15/12/2017
15:37
"If you think of free cashlow per share, not earnings per share, then it’s a 12percent downgrade next year and forever. The shares should be down 12 percent today !" Only if you assume that yesterday's share price reflected a pension scheme that was tickity boo! In truth though the increase in payments is higher than I would have liked. It's inconvenient that the Dec-16 review comes at a time when (arguably) the outlook for pension balances may be at a turn. (Another point in timing that I'll come back to in response to CJohn's post of a few days ago). But in fact this reduction in cashflow is not "forever" it is not necessarily even for the 10 years stated. If the pensions position has improved by the time of the next triennial review then the payments may be negotiated down (the converse is also true). It continues to somewhat amuse me given the long term nature of pension schemes and the (less) long term nature of these payment plans that they are based on assumptions that are so volatile and cyclical. Anyway - trading "inline" is okay and the uplift in "digital" revenues to 20% growth (had been 14% and slowing) is interesting, so I'll look forward to seeing more detail on that (this is the measure, by the way, that excludes "digitial classifieds" which are effectively an extension of print ads and follow the same trajectory). Results at the end of Feb . zzzzzzz
kazoom
15/12/2017
14:03
I've lost the plot with this share, so I've cut my loses (not a lot) and left the building. Better luck to those remaining!
woodhawk
15/12/2017
13:41
I’m being too kind. This pension news is pretty bad. If you think of free cashlow per share, not earnings per share, then it’s a 12percent downgrade next year and forever. The shares should be down 12 percent today !
albert zog
15/12/2017
13:30
Trinity made 60m of free cash flow last year so can afford the 3xtra 8m of pension quite comfortably. The problem is total apathy with the story. It may be seen as cheap and good value, but no one gives a monkeys. And this is with a lot of earnings accretion to come from the express deal, if it goes ahead. It will be 50p in a year. Look at the Future share price to see what a bit of va va boom can do for a boring publisher
albert zog
15/12/2017
12:13
philjeans - Agreed: We will probably have to wait for the S&N deal to complete and TNI will then be throwing off serious cash.
twixy
15/12/2017
12:01
Pension news is good - believe it or not. It will demonstrate to the market, and it's investors, that the pension "problem" has been sorted. The extra contributions CAN be afforded and the lower remaining debt pile each year allows more free cash to be utilised. TNI remains one of the cheapest stocks on the market - excellent cash generation, minimal debt and a huge and rising div. BUY for me.
philjeans
15/12/2017
09:31
smicker - are you being serious?? It gives TNI visibility of their obligations and the knowledge that GBP8MM per annum is well within their cash flow capabilities, allowing them to focus on the business.
twixy
15/12/2017
09:28
How is an 8m pounds increase in pension contributions for 10 years in any way encouraging?
smicker
15/12/2017
08:07
The pension solution was very encouraging too. The N&S acquisition update is also encouraging as I believe this to be a real game changer for TNI
twixy
15/12/2017
08:04
Good to see the 20% kick in digital display revenue.
harry_david
13/12/2017
17:19
Thanks CJohn - much appreciated! I'll take a look.
twixy
13/12/2017
11:25
Hi Twixy, I think this goes way off-topic, so I'll keep it brief. I notice from your profile that you're a very experienced investor, so I'd hope you find the following helpful. I look for stocks trading at a discount to tangible book value. (Screen for PTBV >1) But then I discard any stock with possible liquidity or solvency issues. So often stocks I hold have positive net cash. Usually, stocks with such charcteristics have trading or other issues. The art is in distinguishing between superficial and serious problems. I regularly buy companies after bad news. Recent buys (ie last few months) are LAM, CFYN, CRV, ZAM and PHO - re-bought after taking profits. I hold various others. all the best CJohn
cjohn
11/12/2017
14:52
CJohn - Tell me to mind my own business if you like but would you share the stocks you are currently invested in that match the characteristics you describe above?
twixy
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