Videndum Share Discussion Threads

[philanderer] 25/9/2023 10:03

I’m out.

Luck to holders

[scars] 25/9/2023 09:53

Pre strike levels were around 700, will it get back to those levels without results, I am not sure... But a positive start to get back to 600

[lindowcross] 23/9/2023 17:18

From the Times, 23.9.23 "Hopes of a settlement to end Hollywood’s long-running writers’ strike are building after reports that writers and studios may be nearing a deal.

The Writers Guild of America (WGA) was locked in talks with the bosses of some of the nation’s largest companies last week in Los Angeles. No agreement was struck, but at 10pm on Friday the WGA issued a statement saying the parties would meet again to continue talks today.

Philippa Childs, the head of the UK’s broadcasting union Bectu, said the news had provided “some hope” for her members, many of whom have been out of work as a result of the industrial action. An industry source said: “This is as hopeful as it’s felt for a while.”

Variety, the Hollywood trade title, reported that the sides had moved “significantly closer” to ending their stalemate and suggested a “tentative deal” may be close. A CNBC report earlier in the week had said parties were confident of striking a deal on Thursday, but this did not materialise.

The Hollywood film giants are represented in the talks by the Alliance of Motion Picture and Television Producers (AMPTP), which is fronted by president Carol Lombardini. The negotiations in recent days have included Bob Iger, the chief executive of Disney, as well as David Zaslav, boss of Warner Brothers Discovery, NBCUniversal’s Donna Langley and Ted Sarandos, co-chief executive of Netflix."

[essentialinvestor] 19/9/2023 23:20

Still no results date, unless they are just going to publish without notice,
that would be unusual.

[scars] 19/9/2023 07:54

Talks start again tomorrow with renewed optimism! Would be a positive here, and maybe a prompt to get a line drawn under the lack of coms

[scars] 14/9/2023 13:23

Looks like this has finally bottomed out, without specific news on strike or results can't see it moving much. Can't see the the strike going on much longer, alot of people will be feeling the pinch now.

[philanderer] 14/9/2023 00:31

'Marquee Writers Push for Negotiations, but Their Clout May Not Matter'

Some showrunners, eager for progress in the Hollywood strike, want the Writers Guild of America to meet with studios. How much sway they still have is in question.

[philanderer] 12/9/2023 10:42

Morning EI.

I don't think that's too cautious. VID is looking like a lost cause at the moment and still no news of a results update. Very poor indeed.

[essentialinvestor] 11/9/2023 16:01

Phil, I e-mailed Jupiter to strongly suggest VID is dumped from the RII portfolio,
the e-mail probably not even read!, but wanted to put down in writing my reasons
to exit, if that is possible.

Will shortly see if I'm calling this too cautiously.

[philanderer] 11/9/2023 15:18

Plenty of sales sub 500p today.

[philanderer] 10/9/2023 10:14

British TV crews hit by Hollywood actors and writers strikes call on the Government to provide furlough aid after walkouts across the pond left them unable to work as development on UK productions grinds to a halt

[philanderer] 09/9/2023 10:25

Striking writers try to exploit conflicts between studios and streamers

[scars] 08/9/2023 15:13

The share price is down 1500 - 500 so as you say no real surprises from here is fine by me. Saying that there will probably be a surprise!

[philanderer] 08/9/2023 14:56

Agree with that.

The dividend will surely be cut and no real surprise if there's a discounted placing or rights issue.

[scars] 08/9/2023 14:51

You were not impolite... I don't think they can maintain it short term... I was talking longer term. I only look longer term, which is why I have taken a relatively small position at these levels.

[essentialinvestor] 08/9/2023 14:31

With respect, wake up if you consider the payout will be held at current levels.
I don't mean to be impolite.

[scars] 08/9/2023 14:24

The dividend yield is relatively good at these levels and have been consistently high payers, if they can maintain it! The writers strike cannot last for ever and only effects about 20% of income, so there is potential for short term gains at these prices. The more shares they lock away the better if the future concencus forecast are even close.

[philanderer] 08/9/2023 14:17

FWIW

Not sure if you can read anything into this.

The following holdings have been declared since the 8th august announcement
that VID results would be delayed


8th august The Wellcome Trust Limited 3.4473% to 4.0643%

23rd august Schroders Plc 4.869629% - no notification applicable before this

30th august Alantra EQMC Asset Management 20.01% to 21.17%

[philanderer] 07/9/2023 14:41

My VID holding is already well under 2% of my portfolio but I also reckon it could well go lower. Just a gamble for me now and pretty much dead money.

[essentialinvestor] 07/9/2023 12:47

Phil, I still have an indirect holding here through RIII, VID comprises 2% of their portfolio.

Have a feeling it may shortly be less than 2%!, but might be wrong.

[philanderer] 07/9/2023 11:46

Morning EI , yes it's a very poor show.

[essentialinvestor] 07/9/2023 11:21

A month after the last announcement and still no results date declared.

[philanderer] 07/9/2023 11:13

521p - 552p :-)

[scars] 07/9/2023 09:54

Look at the share price over the last year, that tells the story, but mostly factored in now IMO.

[philanderer] 07/9/2023 09:51

Here we go.... 484p to sell and people are.

Sh1te results leaked ?

It's very odd that the price can go from 480p this morning to 580p yesterday afternoon.