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I noticed in the annual results this year that the underlying business performed very poorly, and that revenue and net income were artificially propped up by the earnings of the acquisitions. That’s a huge red flag in my opinion.
I don’t have the time to go back through the results to drop the numbers on here, but it’s something worth considering.
I no longer hold any shares in National World.
Just hope they can settle the strike without too much damage.
Exceptional full year results today imo, especially considering the recent headwinds and how they battered one of NWOR’s main competitors during the same period. I think there’s plenty of upside here when net cash is factored into the valuation. By my estimation, the dividend will cost under £1.3m, leaving us with over £25.5m cash once it’s been paid out to shareholders. Looks a very sustainable dividend in relation to net income as well. I’m astounded at where the share price is, considering where it has been previously with no dividend, a much higher reliance on print and circulation and far stronger inflationary headwinds
Joined them for a small top up today...
In for 3.24 %...
Acquisition of ScoopDragon and NewsChain.
The growth acquisitions continue.
National World plans to take a 4% stake (worth £1 million) in The News Movement a youth orientated start up.
https://www.thetimes.co.uk/article/montgomery-writes-himself-into-youth-news-start-up-9kk05pcvn
Fridays Times had an article on the possible Reach offer had snippet :-
"A source who knows Montgomery told the Times that National World was prompted to make a statement after speculation, but it's interest in Reach was at an early stage. 'It is almost off the scale.'"
Thus, it doesn't really sound that any sort of offer is imminent.
Hi all,
Do any of you have a good grasp on how much we can expect profit margins to increase as NWOR increase their digital revenue? I’m trying to put together some earnings forecasts
I have a Nworing feeling that I should not be ignworing Nwor.
https://pressgazette.co.uk/david-montgomerys-national-world-eyes-cost-cuts-and-acquisitions-in-2022/
Come on Monty!
#NWOR discussed alongside Reach in Richard Leonard's latest interview @ 35m37s
https://www.piworld.co.uk/education-videos/piworld-interview-with-richard-leonard-winners-and-losers-of-2021/
This was before yesterday's upgrade, which Richard was very excited about. Dowgate note on Research Tree.
Great Trading update bodes well for 2022.
Seems like an article by motley f came as to support ebbed
NWOR were featured in a Motley fool piece - https://www.fool.co.uk/2021/11/09/this-small-cap-penny-share-has-unbelievable-growth-potential/
I'd never suggest buying on the basis of something in the fool, but it's nice to see some investor media exposure.
Looks like they are emulating Reach although they are at a earlier stage. Good management who understand the business and are heavily vested.
What did the tip sheet say?
A good write up in momentum investor today they should see a good rise next week.
Interesting RNS but not really that much in the grand scheme of things. Hopefully this will deliver actual rather than paper savings and help staff coordinate more effectively. I imagine many of the offices will have their own IT systems, but I'm wary of how often IT projects end up recorded as assets rather than liabilities.
Last year for Results for the year ended 31 December 2020 - RNS was in April 2021
Thus, April 2022 for FY results.
However, given the new management on board, I'd expect some sort of TU. When? DK.
GL
Hi does anybody know when the company are next due to report? Thanks
Time to add
Surprised this is not in the 40s yet.
A bit of movement again...should be much higher imo.
Yes under the radar...not far off price around results time..can move quickly if a few trades appear.
Seems like there's barely any trades, do you think being under the radar is an advantage? Advantage for the new buyers maybe?