Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Lots of buys going through yesterday afternoon and today, with people taking the opportunity to pick up some stock as these levels, Could be a seller out there as the MM not moving up yet.
Long term, I think this company is very placed in what is a booming industry, so hopeful of good returns here.
I was watching this after seeing Naked trader tip it. Noticed the dip yesterday, managed to bag some today. LTH for me, although I won't rule out cashing in if it spikes.
I was thinking the finals would be this week, we shall see. Please post any reply the company may make.
Regards
Emailed company to enquire when final results out - no reply yet.
Given YE 31/12/21 - I would imagine finals should be very soon.
The weakness of Netflix is due to increased competition, but this indicates a growing streaming industry and with it a bigger market for ADF services.
Television production company Zinc Media has said its largest division, based in London and Manchester, made a profit for the first time since 2017.
In results for the year to 31 December 2021, the company posted revenue of £17.5m, compared to a £30.6m sum for an 18 month period ended 31 December 2020.
Mark Browning, CEO of Zinc Media Group, said: “We are very encouraged by the group’s performance this year which positions it well for sustained growth and profitability in the years ahead.
https://www.cityam.com/zinc-media-london-television-division-returns-to-profit-for-first-time-since-2017/
Robbie Burns (the Naked Trader) very keen on ADF in his fortnightly update last night, and he's bought some more:
"Another recent "ahead of" was Facilities by ADF which supplies facilities for production companies.
I took advantage of share weakness for this one.
I read the news in The Times that UK production spending is expected to rise sharply to more than £11 bln from £5.5bln.
Also reports planning permissions for new studios are rising fast and with most productions requiring outside locations, this should be a boon for ADF.
It's already said recently it's trading ahead of expectations so a nice chance to buy some more a bit cheaper."
If there are 31 productions starting next week what have they been working on since the IPO in January? Hope it's not been 4 months of nothing.
Big news 31 new productions starting next week business Is booming with this Bridgend based Company and a good dividend to come.
This is a buying opportunity, with the MMs stuffing sellers in a generally illiquid market. The volumes are tiny - just around £145k traded so far today, i.e a few PIs selling after panicking this morning as Netflix last night reported quarterly figures which showed a loss of subscribers from the peak during the pandemic.
Netflix are hardly going to permanently cut back on production simply because of one or two not-quite-so-good quarters following the return to work as the pandemic eases. Indeed, Netflix still have more subscribers than they did pre-pandemic.
I also read that they'll be introducing measures to cut down on password sharing, which they believe is depriving them of a whopping 100 million additional subscribers.
Netflix, and all the other streaming services, have the UK's facilities booked out for years ahead. And they're all going full steam ahead in building more new facilities and expanding those they already have. All that expenditure will not go to waste.
That was me! I just assumed studios had their own “star” facilities, so even better news! Thanks for the clarification! Have a good Easter weekend all!
Yep - up 4.5p today, looking strong.
Referencing an earlier comment, ADF's equipment and services are supplied to all the major film studio complexes,not just on remote "location" filming. After all, if Samuel L Jackson needs somewhere private after a scene, does he hang out in the studio cafe until the next scene? No - he goes back to his trailer, or goes to the make-up trailer etc etc.
Which means that the more studio complexes etc being built, the bigger the demand for ADF's services both within and outside of those major film studio complexes.
Strong move this morning obviously on the good financial news any day now.
I’d suggest otherwise, with more film studios we’ll see more UK production which will mean greater filming on location
Surely this is not good news for ADF as their facilities will not be used as much.
This major studio expansion plan just announced... at Leavesden by Warner Brothers, with "the construction of 11 sound stages, four production buildings, and three workshops":
Https://www.watfordobserver.co.uk/news/20005484.warner-bros-submits-major-expansion-plans-leavesden-studios/
Extracts:
"Warner Bros has submitted official plans to expand its studios in Leavesden to cope with an "increasing global demand for high quality film and television content".
"The company also wants to make a backlot used for outdoor filming permanent and says the proposal has been driven by the "need" for additional studio facilities."
"At a time when the UK film and TV industry is flourishing, demand for quality production space has never been greater."
These are still cheap with the great figures and new to come shortly.
News yesterday of more work building another huge film studio, this time at Shinfield Studios near Reading:
Https://www.bbc.co.uk/news/uk-england-berkshire-60983700
"UK Hollywood film studio near Reading enters next construction phase
Published 19 hours ago
Work has begun on another five sound stages at a new state-of-the-art film and TV studio complex.
Once completed Shinfield Studios will comprise 18 sound stages, creating an 85,000 sq m (914,932 sq ft) media hub.
The film and TV studios at Thames Valley Science Park, near Reading, is expected to be fully operational by the end of 2024.
The film company said four sound stages have already been built, following accelerated planning permission.....
....The company, part of Blackhall Global Partners, previously said it expects the hub to generate around £600m a year for the UK economy."
He seems to have a decent following through IC with companies he writes about tending to rather unsurprisingly then follow what he’s suggesting!
Apparently ADF have just been tipped this morning by Michael Taylor in his "Buy the breakout" email - he writes for the IC and also has his own "Shifting Shares" web site and Twitter, i.e:
Https://twitter.com/shiftingshares?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
There is a need for ADF to improve their day to day communication with shareholders. A calendar of financial events on their website would be a good start .I say this here in the hope they may see it. I can see no other suitable way way of contacting them except by postal address.
The so-called UK Film & TV Production Restart Scheme, which was launched in July 2020, is wrapping up, despite sustained lobbying from parts of the industry.
The £500m scheme, which helped TV and film productions through the pandemic, will close at the end of the month, the government said this afternoon.
The Department for Digital, Culture, Media and Sport (DCMS) said the initiative had supported 95,000 jobs, leading to £5.6 billion in production spend.
£12m has been paid out in claims.
Peaky Blinders, Killing Eve, Gangs Of London and the film The Phantom Of The Open starring Sir Mark Rylance, are among the productions that have received support so far.
Applications remain open until April 30 and cover will be provided until the end of June.
Culture Secretary Nadine Dorries said: “The Film & TV Production Restart Scheme has played a vital role helping our world-beating screen industries continue to thrive despite the unprecedented challenges of the pandemic.
“As we learn to live with Covid, it is great to see the industry working with production companies to make sure they have the cover they need to create high-quality content for viewers at home and abroad.”
Chancellor Rishi Sunak said: “Our world-leading film and TV industry supports hundreds of thousands of jobs, and our Restart scheme played a vital part in keeping it going throughout the pandemic.
“The success of our scheme means that commercial insurers can now work with the industry to provide cover, so the UK can keep producing the films and TV programmes we all love.”
The DCMS said the scheme was ending as part of the Government’s living with Covid plan.
Unfortunately I sold out there too early - was one of my earliest investments and hadn’t learned to “ride your winners”! But learning with every trade!
Cheers richtips, good to have some more company here!
Hopefully this will be as big a winner as PTSG was - it's certainly good value on fundamentals and with big potential imho.
Hi Rivaldo, good to see you here from our PTSG days - I actually saw one of their vans at work last week. Just bought in a few days ago after having belatedly read my February SCSW and the price coming down a little since then.