Zinc Media Share Discussion Threads

[value1nvestor] 27/12/2016 08:54

I'm new to this site but not new to investing, I generally lurk around the LSE BB and there has been some excellent research posted on the Zinc Media board recently.

Looks like a strategic business turnaround has taken place which the market has missed. The group has transformed into a successful TV and film media business and shut down the historic loss making ten alps media.

With the removal of loss making ten alps media and refinement of remaining publishing unit to retain only profitable aspects, the group are set to become EBITDA positive this year. With revenues of £22m last results v mcap of £9m the Co really is undervalued. The two main TV and film division have shown year on year rev growth which if continued, will see value of group many multiples of where it currently is.

Last results for two main divisions:
Reef television division as a whole delivered revenues of GBP16.33m (2015: GBP10.01m) and segment EBITDA of GBP0.82m (2015: GBP0.43m).

Straker Films division reported revenues of GBP2.21m (2015: GBP1.84m) with segment EBITDA of GBP0.19m (2015: GBP0.13m

Hugely successful and well know entrepreneur BOD member Luke Johnson looks to be guiding the group well. He was previously CEO at channel 4 along with a list of other majorly successful investments (Pizza Express).

There is a trading update expected in January and interim results in March. If figures show continued growth and EDITDA positive as expected, the share price should be many multiple of the level it is now.

Initial target of 5 to 6p following interim results in March 2017 if all goes to plan.

[glennborthwick] 24/12/2016 22:12

cheers -- directors spent 40k on shares there at 38p , now 28p a buy. two good contracts added this month. Bit of a punt as its aim of course

[mick sturbs] 24/12/2016 21:11

I'll have a look, thanks glen!

[glennborthwick] 24/12/2016 19:22

I'm looking at cssg croma security next if you care to join me mick.

[mick sturbs] 23/12/2016 09:07

Glen, Yes, and I believe there is still a long way to go. Having done a lot of research on this company since I saw your tip months ago, I think this could easily reach 6p next year.

[glennborthwick] 23/12/2016 09:04

Done rather well here.

[mick sturbs] 14/12/2016 13:44

Results to come in Jan too - should be positive. Can see many multiples of this price by mid next year

[glennborthwick] 14/12/2016 13:21

ok looking good following agm

[mick sturbs] 07/12/2016 10:11

Here we go.

[mick sturbs] 06/12/2016 16:46

I bought a load on your tip at 0.65 a while ago
Thanks glen!

[glennborthwick] 06/12/2016 16:44

Just me then

[glennborthwick] 06/12/2016 13:43

On the move

[colin12345678] 23/11/2016 11:18

lol clocktower that has been sorted out mate new company now

[clocktower] 23/11/2016 11:10

Madness? - How many warrants are still outstanding and yes they have a long way to go sort all the issues they have hanging around stakeholders necks. It could be worthless regardless of content.

[colin12345678] 23/11/2016 09:37

mcap at 6 million for huge tv content - madness... long long way to go here... 5p first target

[luckymouse] 22/11/2016 17:14

definite nibbling - presumably on the winding up of loss making division and new blood reshuffle


free stock charts from uk.advfn.com

[glennborthwick] 22/11/2016 12:29

bit of interest today

[glennborthwick] 17/11/2016 16:15

If plan comes to fruition it's cheap. Let's see

[nick rubens] 17/11/2016 15:37

2.5m shares sell today. Lucky there was some buying prior to take up a proportion of that.

[glennborthwick] 16/11/2016 15:46

New thread for TAL