Videndum Share Discussion Threads

[philanderer] 17/8/2023 00:48

TV Staff Minimum Remains Key Sticking Point, But Some in WGA Privately Grumble: ‘Nobody Asked for This’

[philanderer] 16/8/2023 00:15

Hollywood studios offer counterproposal to screenwriters in effort to end strike

[philanderer] 15/8/2023 09:55

Widest quoted spread ever ;-)

521p- 563p

[philanderer] 15/8/2023 00:25

Actors' Guild to Stop Approving Indie Projects Amid Ongoing Hollywood Strikes

[philanderer] 14/8/2023 09:58

Normal service resumed

50,000 dumped

[philanderer] 10/8/2023 19:36

Striking screenwriters will resume negotiations with studios on Friday

[philanderer] 10/8/2023 00:37

TRCML , thanks for that , good news .

[trcml] 09/8/2023 16:58

The Welcome Trust, whose disclosure was very recently, has upped its holding: 4.054300% from 3.447300%

[trcml] 09/8/2023 10:03

essentialinvestor. I would think many of the companies acquired were to remve existing or potential competitoes. Acquisitions are often presented to shareholders as whatever, but wihout mentioning/disclosing the real reasonn.

[philanderer] 09/8/2023 09:31

Sale @ 519.7p

500p could go today.

[philanderer] 09/8/2023 00:26

Stuart Widdowson of Odyssean Investment Trust takes Vox through 17 stocks


Video

Videndum at 45:15

[philanderer] 09/8/2023 00:13

I expect the shares will drift down in this dead period now until the delayed results come out whenever in september.

[essentialinvestor] 08/8/2023 19:56

Mentioned that one Phil, whether it's with these results, or not.

I would have the former CEO back in the CEO job, or as a COO.

[philanderer] 08/8/2023 17:56

526p - 530p 900k traded

And that's a seven year low.

EI, I think you may have suggested before, heads may roll with the results ( whenever they appear)... apologies if I've misremembered.

[essentialinvestor] 08/8/2023 15:00

TRCML, for VID something arguably looked amiss last autumn in the downgraded
expectations on net debt reduction (I posted it here) - this predates the writers strike.
Certainly not helped, but just a part of the challenges here.

Consider how much they spent on acquisitions over the last 5 years,
how many of these acquired businesses were meeting expectations prior to the
writers strike?.

Independent content creator market is still booming.

[philanderer] 08/8/2023 14:23

It'll be interesting to see what they do with the dividend . Maybe go without one for cash preservation purposes ? Just have to wait somewhere between four and seven weeks to find out ;-)

[trcml] 08/8/2023 14:13

Plenty knew since 2 May 2023 fromm the Update then.

[trcml] 08/8/2023 14:11

The first announcment of something amiss was on 2 May 2023.

[philanderer] 08/8/2023 11:16

Jeez....

The Board's expectations for H1 2023 are broadly unchanged. Net debt to EBITDA (3) is expected to be within our covenants and looking forward, given our strong relationships with our banks, we have agreed covenant amendments for December 2023 (ratio of net debt to EBITDA (3) increased from 3.25x to 4.25x and interest cover (4) lowered from 4.0x to 3.0x) and for June 2024 (ratio of net debt to EBITDA (3) increased from 3.25x to 3.75x and interest cover (4) lowered from 4.0x to 3.25x).

[philanderer] 08/8/2023 11:13

Never a good sign. Plenty must have known for a while.


"....Videndum plc ("the Company" or "the Group"), the international provider of premium branded hardware products and software solutions to the content creation market, announces that the release of its results for the six-month period ended 30 June 2023 ("Half Year Results"), due on 10 August 2023, has been delayed because more time is required to finalise its half year financial reporting.

"We expect to release the Half Year Results during September. A further announcement of a revised date will be made in due course."

[philanderer] 08/8/2023 10:51

Make that 800k dumped , some printed may be delayed sales from friday/monday as they're all down as 'o' trades.

Thursday's results , who knows what already ? ;-)

[philanderer] 08/8/2023 10:33

Another hit down with 300k dumped..... 50% drop for 2023.

Results thursday could well have been ugly.

[trcml] 08/8/2023 09:25

folks that bought at £5.99 (before costs) earlier today willbe pleased. I paid £5.48 before costs)

[philanderer] 07/8/2023 14:31

No End in Sight for Writers Strike Following Friday Meeting