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Not many companies this size growing at this rate, no wonder itv tried to buy it on the cheap. I think either they will be back again or someone else will try to get this nearer the 300p level. In a way I hope they don't as i can see this company doing very well independently going forward. Content is king nowadays so the value of their library will continue to grow . Already one of my bigger holdings but I couldn't resist buying more today .
A very encouraging update today. The core divisions are all thriving once more, and the content library is up 50% to $1.5 billion! http://www.investegate.co.uk/entertainment-one--eto-/rns/trading-update/201609300700112709L/ With consensus 19p EPS this year and 23p EPS next year, the current 214p share price is simply far too low. Interesting that the m/cap is now £911m whilst the content library alone is worth over £1.1 billion.... Very positive outlook for H2 as well - always scope for an upgrade now that we know ETO should be at least in line. Hopefully a decent rise is in store from here.
http://www.comingsoon.net/tv/news/771841-abc-designated-survivor-speechless
PJ Masks set to take over the USA for Christmas with more products - this really could be Peppa Mark 2: Http://www.awn.com/news/eone-suits-more-us-partners-teamto-s-pj-masks "eOne Suits Up with More U.S. Partners for TeamTO’s ‘PJ Masks’ Expansive new range of consumer products across multiple categories set to debut in the U.S. beginning Fall 2016. By AWN Staff Editor | Wednesday, September 28, 2016 at 2:24pm NEW YORK -- Entertainment One is expanding its consumer products offerings for its newest hit series, PJ Masks, which airs on Disney Channel and Disney Junior the Channel in the U.S. Among the many new licensees developing products is Happy Threads as apparel partner. Happy Threads joins master toy licensee Just Play and master publishing partner Simon & Schuster Children’s Publishing in supporting the popular brand. The new PJ Masks products will make their U.S. retail debut beginning this fall. “PJ Masks has been a huge hit with kids and families throughout the country and we’re very excited to expand our merchandise program with such a wide range of offerings across multiple categories,” remarked Joan Grasso, VP licensing -- North America, eOne Family. “Our newest partners will create a host of imaginative products that will enable PJ Masks fans to fully immerse themselves in all the fun and adventure of the action-packed series.” Happy Threads will develop a full range of fashions featuring the trio of pajama-sporting preschool superheroes -- Catboy, Gekko and Owlette. Other newly-named soft lines licensees for PJ Masks include: •Accessory Innovations (backpacks, lunch totes, wallets and assorted bags) •AME (sleepwear) •Disguise (Halloween costumes and holiday-themed accessories) In addition, eOne also has secured new partners for toys, arts & crafts, party goods, and more, including: •Amscan (party goods, paper and plastic tableware and decorations) •Crayola (coloring and activity products) •Cra-Z-Art (arts & crafts activity sets and accessories) •Jakks Pacific (ride-ons, wagons, inflatable environments, outdoor seasonal and kid’s furniture) •Phoenix International (electronic sound books) •Skyhigh International (back-to-school stationery sets, writing and activity sets) PJ Masks became an instant hit with TV viewers nationwide upon its U.S. premiere in September 2015. Its first episode attracted 1.6 million unique viewers across its Disney Channel and Disney Junior the Channel premieres. The initial episode of the series delivered an average audience share of 29% among children ages 2-5, and secured a top five slot for preschool programming during its first week on air. Year to date, over 50% of all adults 18-49 watch PJ Masks with kids ages 2-8. On average each quarter, PJ Masks reaches more than 40 million total viewers across the U.S., including nearly 12 million k
http://www.hollywoodreporter.com/news/netflix-nabs-international-rights-designated-931801
on Friday, some after hours. £9m UT and some smaller ordinary deletions (????) yet price drifted. Noteworthy or just II usual stuff?
Interesting viewpoint on ITV in yesterday's Sunday Times' Agenda column. The highly acquisitive Liberty Global owns 10% of ITV, and ITV's share price has fallen 25% whilst Brexit has made it even more affordable. The conclusion is: Http://www.thetimes.co.uk/past-six-days/2016-09-11/business/fat-and-lazy-fox-needs-to-catch-up-with-the-21st-century-vf0zm0glf "The ITV boss Adam Crozier is himself on the acquisition trail and targeting the Peppa Pig maker Entertainment One. He had better bulk up fast if ITV is to avoid falling prey to a takeover."
http://www.forbes.com/sites/andyrobertson/2016/09/05/pj-masks-toys-outfits-cars-review/#1d0ca1f1a5b6
ToysRUs are very optimistic about PJ Masks merchandise in the USA: Http://www.app.com/story/money/business/consumer/2016/08/27/back-to-school-shopping/89475824/ "At Toys “R” Us, back-to-school is a good warm-up for its most important season, the holidays, and also an early indicator of which licensed toy characters will be holiday hits. This year, merchandise such as backpacks and lunchboxes related to the animated PJ Masks television series on the Disney channel looks like a top back-to-school seller, said Jamie Uidtenhowen. vice president and general merchandising manager at Toys “R” Us. “Every year at this time we get great reads off of the licenses for fall, and we’re really optimistic with what we’re seeing from that property,” he said."
Great article...thanks for sharing rivaldo :)
This new article is really worth reading for the huge potential for Peppa in China: Http://www.awn.com/news/eone-s-peppa-pig-gains-momentum-china Extracts: "eOne's Peppa Pig Gains Momentum in China With more than 4.5 billion views in just nine months on IQIY, Youku and Tudou, Entertainment One secures new VOD deals; Peppa products now available from major Chinese retailers." "LONDON -- Entertainment One (eOne) has announced details of Peppa Pig's rapidly growing popularity in China. Since launching on-air in Mainland China in 2015, eOne's Peppa Pig has surpassed 5.4 billion views on its three on demand platforms, IQIY, Youku and Tudou. It is one of the most popular programs for pre-schoolers on state television broadcaster CCTV, where its repeat was the No. 1 animated show in its 7am timeslot. Peppa Pig also launched on VOD portals Tencent and LeEco in May 2016. To date Peppa episodes have already clocked up 1.7 billion views on Tencent and 850 million views on LeEco, making it the No. 1 animation on both platforms since its launch. In addition, Mango TV has recently acquired the rights to Peppa Pig and the VOD platform debuted the series earlier this month in Mandarin." "The Peppa Pig apps eOne has released to date have had tremendous download rates, making China the biggest territory for Peppa app downloads worldwide. Following their entrance on the App Store in late 2015, Peppa’s Paintbox and Peppa’s Actvitiy Maker have been hugely popular in China, with over 400,000 and 195,000 downloads respectively." "Toys are spearheading the brand’s licensing program in China and a newly launched Peppa Pig Ferris Wheel playset was sold exclusively at Toys “R� Us stores nationwide during the country’s Children’s Day celebrations in June 2016. The publishing category also continues to accelerate. A new series of Peppa Pig storybooks launched at retail in April 2016 and over 75k copies have been distributed nationally both online and in-store. Peppa Pig products will also have a presence in China’s first Hamleys toy store that is set to open its doors on October 10th. eOne’s Hong Kong team is developing bespoke Peppa artwork for a branded bay in the store."
Totally agree....slight retrace tuesday but no panic, then short week to rise to about 228 - 231.....
well ITV valued it at 236 and ETO rejected theit offer, so there is your marker at the very least
Should have done it sooner, probably lose your money here.
Think I will open a short position on this beauty. What a trajectory mid morning with no warning
Totally agree! Im in at 211p first share i bought when i read the news! Let it settle and then caught the gentle rise, this will close around 218 / 219p tomorrow and then steady northern trend until we are close to the 230's / 240's - unless RNS comes in after weekend that there has been another bis then......hold on to your green visors!
Someone else will come in for this, I would think.
Splendid time to buy in though, 14 days time this will be back among the 240 range! Oh and watch this space for a new bidder coming in! 285p sp! Read back the RNS. Its a choice time to invest in this share for sure!
To quote Marvin (the mind reader, from the movie Wall Street): Sure went down the toilet with that ugly *****!
Good news: Http://www.broadcastermagazine.com/acquisition/global-renews-original-series-private-eyes/1004123781/ "Global Renews Original Series ˜Private Eyes" August 23, 2016 Global's new series of the summer, Private Eyes is renewed for a second season. The series, from leading independent studio Entertainment One (eOne), has received an impressive 18 episode order, with production set to begin in Toronto this fall.... Private Eyes was an instant success for Global audiences and we are thrilled to welcome back a second season, said Maria Hale, Senior Vice President, Global Entertainment and Content Acquisition, Corus... eOne controls international rights for the series."
Peppa Pig is adding 31 additional cities to the brand's first-ever U.S. tour: Http://www.broadwayworld.com/connecticut/article/PEPPA-PIGS-BIG-SPLASH-to-Stop-at-the-Palace-in-Waterbury-This-Fall-20160822 "The Peppa Pig stage show is based on Entertainment One's (eOne) top-rated TV series which airs daily on Nick Jr. The U.S. tour has sold 200,000 tickets to date with some venues completely selling out." "Peppa Pig has been steadily winning over children and families around the globe. The series is a top-rated show on Nick Jr. for kids ages 2-5 reaching 76 million households daily. The brand's extremely popular apps, toys and other consumer products
Great how it resisted 200p for the longest time, then all of a sudden... POP... straight up past 250p I really need it to be valued at 300p before I'll have made a decent return so hopefully that's where any bidding war ends up.
hold for now i would say
and others reported to be interested. 280p is starting point in bidding war.
that is the question.