Zinc Media Share Discussion Threads

[netcurtains] 06/1/2017 08:49

Mick: Hope you are right.... What we really want to know is what will the price be on 31st Dec 2017 ....

[value1nvestor] 06/1/2017 07:34

Agree Mick, Jan trading update and March interims will really put this on investors radars and double figures in a years time genuinely achievable. I think we will also see one final acquisition this year of a production Co that specialises in Drama series which will add multiples onto the value of the Group. Remember the group strategy is not to focus on the success of TV production and focus on high value drama production to sell to a worldwide market. The move into worldwide market is the massive for #ZIN, unlocks so much potential revenue. Revenue from external customers in the United Kingdom was GBP19.56m (2015: GBP18.17m) and the total revenue from external customers in other countries was only GBP3.06m (2015: GBP2.3m) so massive scope and potential once successful relationships with international broadcasters materialise...Downton Abbey anyone??

[mick sturbs] 05/1/2017 18:40

I reckon 3p by end of Jan and 5p by march interims. Who knows after that? This company will now be going places, turnover & profits on the up, I'm very excited about the long term prospects here... 12 months down the line double figures?

[value1nvestor] 05/1/2017 18:30

Think this will be breaking the 3p level pretty quickly. Even then it's still undervalued! Share of the year right here!

[value1nvestor] 04/1/2017 14:15

Dip just keeps getting bought up every time after a rise, superb stuff!

[moormoney] 04/1/2017 09:37

Here's the dip. Time to take advantage imo!!

[value1nvestor] 04/1/2017 07:22

It's not just BritishBulls that "missed" this early on, the Group has quietly went about transforming itself from an historic loss making publishing business to a successful and high profile TV production Group. This has clearly been a strategic and well executed plan guided by ex-channel 4 chairman Luke Johnson. What I expect to see over this year is the formation or acquisition of a TV drama production firm to add to the group as this is the group current strategy - target high value drama series production for the worldwide market.

I say put "missed" in inverted commas because realistically this is only the beginning and the market are slowly starting to realise the transformation that has taken place here and getting on board. Jan update and March interims will bring this to the wider markets attention and if we see an acquisition of a drama production Co it will really blow the doors off this thing! If anyone looking to do a little DD, search for the rights split on commissioning of Downton Abbey to really understand the potential and why ZIN are focussed on this specific market ;)

[wholden] 04/1/2017 01:11

British Bulls site have apologised to their readers as they "missed" the recent upswing in ZIN, apparently they had a "sell" signal, which has back fired, and they missed the recent rises. I love charts etc, but it just goes to show, they aint everything. You also need a good idea of the company, and not just "doj's" and such like
People invested here know ZIN market, customers, and the top man at the helm is a big hitter. What sold this punt to me was the "golden handcuffs" for the BOD, shows real commitment and longevity imho.
GLA

[mick sturbs] 04/1/2017 00:31

is there another mick sturbs then?

[mick sturbs] 04/1/2017 00:30

No that's not me. I've only ever really posted on itm where I have a large holding covered in cobwebs.

[glennborthwick] 03/1/2017 22:25

off topic - mick are you the mick sturbs from jnet or john or did you just pick the pseodnym

[mick sturbs] 03/1/2017 21:28

I agree v1. I looked at this originally from a tip off from glenborthwick and thought id give it a bit of a punt but I've been buying since .065p and have accumulated rather a lot of shares now. I'm here for the long haul. So many reasons why this promises to be a spectacular turnaround. Luke Johnson for one!

[value1nvestor] 03/1/2017 20:57

#ZIN is looking great, by Nov 2017 I'm realistically expecting double figures. Plenty to look forward to in the mean time - trading update Jan, interims March, BAFTA nominations March, BAFTA awards May, potential commissioning for large drama series, more high profile corporate clients on board (to add to current list of BMW, Siemens, Vodafone, IKEA, Rio Tinto).

The potential is staggering here given how undervalued the share price is based on last years results. With the year on year growth shown by the TV Co's results should be really exciting this year.

[philjeans] 03/1/2017 16:29

Hi Glen

Try £1k each in CLTV; CHA and AST.

All high risk/ high reward but very good prospects in their own right.

DYOR - I hold all three.

[silver tortoise] 03/1/2017 16:07

Glen couldn't go wrong to add SAT.

[glennborthwick] 03/1/2017 14:01

yep looking good. Still my biggest holding.

Currently holding 7 bag or bust shares in my dodgy portfolio

cssg dis zin zoo pip slp idp


looking to add 3 more to make a nice round ten

[moormoney] 03/1/2017 13:52

Good start to 2017.

[moormoney] 30/12/2016 15:03

I'm in. Happy to enjoy the ride along Luke J, his coffee shop float CAKE has done spectacularly well.

[mick sturbs] 30/12/2016 13:33

Yes this is going really well now. Not many shares in free float so it will not take much for this to keep ticking up.

Glen,
I had a look at cssg, certainly looks undervalued. Not quite as compelling an investment as zin though! I'll keep it on my watch list for now. All the best for the new year.

[value1nvestor] 30/12/2016 12:55

The value starting to get noticed and picked up by the market now. Trading update in January should really bring this to the wider market's attention so good op to get in before the herd arrives.

[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!