Videndum Share Discussion Threads

[philanderer] 02/12/2021 14:54

Missed this from a couple of days ago..


CHICAGO (RSNA 2021) -- Nov. 28, 2021 – Teradek, a member of The Vitec Group's Creative Solutions division and the leader in wireless video transmission solutions, has expanded into the medical industry and will introduce the radiology community to its solutions at RSNA 2021. Teradek will present its Falco wireless video transmission and monitoring solutions that deliver 4K high-quality video with less than 1ms latency in Booth #6644.

[contact2fsnetcouk] 25/11/2021 16:48

First bought as Vinten about 1983.

This has turned out to be a stellar investment for me in both gains and divs.

[hawaly] 25/11/2021 16:41

Trading update tomorrow?

GLA 😎

[philanderer] 17/11/2021 10:06

JEFFERIES RAISES VITEC PRICE TARGET TO 1,925 (1,875) PENCE - 'BUY'

[philanderer] 16/11/2021 14:42

'Netflix to double size of Shepperton Studios base in boost for UK output'

Streaming service spent $1bn making about 60 TV shows and films in Britain last year

[philanderer] 16/11/2021 14:28

Good update and acquisition.

[philanderer] 06/11/2021 10:48

VITEC acquires Anevia hospitality & enterprise business

Vitec, a global player in IP video streaming solutions, has acquired the Flamingo hospitality and enterprise video delivery business of Anevia from ATEME.

Vitec says the acquisition builds on its core enterprise IPTV business and, coupled with the acquisition of Exterity in April 2021, will position it as the global leader in Enterprise and Hospitality IPTV solutions.

[philanderer] 05/11/2021 00:38

Trading update due Mid/Late November

[philanderer] 03/11/2021 15:26

VITEC Commits to GreenPEG Initiative to Reduce Greenhouse Gas Emissions

[philanderer] 19/10/2021 23:30

Vitec to bring a range of new solutions to CABSAT this year

Apart from products and services, Vitec will present experts to discuss
new broadcast technology innovations available from Autoscript and Vinten.

[philanderer] 13/10/2021 13:21

Netflix is coming to Enfield: Streaming firm signs for new film and TV production site in London


Netflix has inked a deal for new studios and sound stages in Enfield, as the firm continues to invest in productions across the UK....

[philanderer] 05/10/2021 10:23

Channel 4 privatisation could put us out of business, say TV production firms
Forty-four small TV and film production companies take out full-page ad in Daily Telegraph

[philanderer] 22/9/2021 13:42

xd tomorrow morning for the 11p dividend.

[philanderer] 20/9/2021 13:12

Netflix signs long-term lease for more UK production space

[philanderer] 06/9/2021 11:23

Ayl, thanks for that news.

[contact2fsnetcouk] 04/9/2021 10:03

John Lee has mentioned previously. Not read todays article yet . Personally, happily held these for a number of years.

[ayl30] 04/9/2021 09:13

Good mention by John Lee in today's FT

[trcml] 24/8/2021 15:01

Looking at my buy/sell record, first bought at £6 in 09/2014, again in 06/2020 at £7p £7. shouldn't have sold, of course! Conclusion: I would've done better buying and holding than buying camera, lens, etc only to find nowadays rarely taking any photos.

Same principle for other life-style purchases versus the share price of the product suppliers.

[philanderer] 24/8/2021 13:22

Strange morning, some early buys at 1628p then taken down. Someone looking for stock maybe ?

Nearly 50k printed so far.

[philanderer] 24/8/2021 09:43

Possible chart breakout ?

edit:

dropping back now

[philanderer] 23/8/2021 10:17

JEFFERIES RAISES VITEC GROUP PRICE TARGET TO 1,875 (1,665) PENCE - 'BUY'

[philanderer] 20/8/2021 10:56

The Vitec Group upgraded as the picture starts to look brighter


The structural decline of the interchangeable lens camera market has forced the group to invest heavily in research & development

After a turbulent 2019 and 2020, Berenberg thinks that The Vitec Group PLC is about to deliver improved organic growth this year.

The company has transformed its business from being a manufacturer and designer of camera support equipment into a provider of products and solutions for the high-growth content creation market.

The structural decline of the interchangeable lens camera market has forced the group to invest heavily in research & development (R&D), acquire strategically and explore high-growth adjacent markets.

Berenberg says COVID-19 turned the sector (and adjacent sectors) into a buyer’s market, with the result that Vitec is now serving several high-growth, high-margin industries.

The demand for 4K video technology “is a significant tailwind for the group” as Vitec holds around 80-90% of this market, on top of which, Berenberg notes smartphone photography is growing at a compound annualised rate of 12% as vlogging (on-screen blogging) grows in popularity, while demand for “on location” camera equipment and robotics is also increasing.

“We expect a step-up in organic sales to average c5-8% over the next three years,” the German broker said.

Margins are also recovering and are almost back to pre-pandemic levels, from a low point of around 3%. Berenberg is expecting margins to reach the mid-to-high-teens.

By Berenberg's calculations, if they do exceed 15%, this potentially could feed through to an increase in 2023 earnings per share of around 17%.

The stock trades on a discount of almost 40% to its UK and global peer groups, prompting Berenberg to get off the fence and switch to a “buy” recommendation, with the target price rising steeply to 1,810p from 1,180p.


proactiveinvestors.co.uk/

[hawaly] 19/8/2021 21:20

The bracket contains the previous target....

[oldvic] 19/8/2021 18:21

TARGET 1,810 (1,180) PENCE ???????? which one ????

[philanderer] 19/8/2021 10:07

BERENBERG RAISES VITEC GROUP TO 'BUY' ('HOLD') - TARGET 1,810 (1,180) PENCE