The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Just a matter of time as I suggested weeks ago, if only 3 million take it up £180 million to the bottom line, as they get half.
Its a no brainer, the MM yet to see it, and this income is zero extra print cost..Sit tight and wait for the increase imho
The shorters are going to be fried, well fried
Well Well Well the guardian is going to test a paywall on the app with figures making good progress in voluntary subscriptions and advertising, seems they have worked it out like future, while Reach bosses want a massive pay hike with a sp not worth Jack. And dropping. Probably 11million subscribers even if 30 or 40 % were willing to pay a pint of beer £ 5 pre month , the sp would rocket, to £6 -£8
Then they can put their heads in the pay trough with pleasure. High probability that Reach will be taken over if it doesn't come up with the goods sooner rather than later. IMHO
https://www.ft.com/content/81d361fe-fa81-4223-8321-a872168c91e3
Sounds as if someone is bent, and I don't mean lgbt either. If all is progressing why is the sp being manipulated by the markets, maybe the mirror or express can investigate this c r ap. Hopefully the Mirror will highlight the grossly iniquitous pay rise the top 2 directors are awarding themselves. Disgraceful and a collapsing sp. . Institutions should prevent this nonsense and vote against it.
Increase in shorters position from Friday, @£1.82. Anyone got opinions on this?
Digital box have worked it out, Future definitely worked it out The Times The Telegraph The Guardian, but our 2 top directors want a massive pay rise for a static share price which has lost 50% in 6 months, are we in for a bid? It's obvious that people will pay for an ad free experience.
https://pressgazette.co.uk/highest-paying-jobs-media-uk-2022/
How can they justify this massive increase when, the share price is so dismally priced, I think it should be related to performance of the business which has static profits since they took over. The big share holders ie institutions should block this till the shares and dividend are 2 or 3 times higher, its our company not any of the directors, the institutions should block this scandalous increase out the trough. We need to stop this behaviour. When he was talking about hockey stick performance was he talking about his income?
Article in today’s The Times page 47 “Digital advance drives record profits for Times newspapers”
Reach is going the same way , and very low PE leaves it wide open for a bid, by private equity or Future.
If it doesn't harness a budget price paywall ad free option.
Tata pension deficit, sell off the pensions and start sharing some of those mouthwatering eps coming very soon, top 2 directors have got some great uplift in their pay, better start looking after the long suffering share holders.
Thanks John09 for posting
It's going to be very interesting when the company announces the massive decline in the pension deficit. I really feel sorry for the big sellers 10k plus who are being shafted. It could even by year end be in a surplus, then the dividend could be adjusted to a reasonable level of 1 3rd of earnings. IMHO
Another increase in April, the deficit is disappearing as I type.
https://www.pensionsage.com/pa/Reach-DB-pension-deficit-more-than-halves-in-H1-2021.php#:~:text=Reach%20Plc%2C%20the%20publishing%20house,rate%20and%20deficit%20recovery%20contributions.
Do the MM think we are all schmucks? Hahaha
Tons of shares traded, yesterday, stake building? PE? Are #Reaches days numbered as an independent company?
No announcement yet, grossly undervalued, even with no paywall, which is being held back possibly till the co has 15 million registered. DYOR
A nice bounce now becomes an even tastier morsel, for any potential bidders, the pension deficit eradication continues at a pace. Could be miniscule by the half year. So much going for it , the MMs are waiting to drag the sp up , ferociously, as its potential will be noted, its a no brainer. And that's with still not having an ad free option of 3 -4 million paying customers. Its gonna happen, look at Future.
I'm at a 2nd guess thinking that the board are waiting to perhaps get to 15 Million subscribers before introducing a pay wall, but it will have to happen, £245m in 2 years is impressive digital t/o but £500m with a paywall is mouthwatering. Especially as most will just drop to the bottom line. A hedge fund will see the potential and swoop, hopefully Jim has a strategy to get maximum value, £6.50 plus nearer to £10 at least.
Pearson on the receiving end of an opportunistic bid, £6 plus here If a hedge fund starts digging around.
Future needs to get its skates on or IMHO, Reach wouldn't announce a double of digital if it wasn't expected to go towards 300mil 2024. And a paywall of just 3 or 4 million @£5 do the maths straight to the bottom line..Exiting times
The board touted they were looking to invest in a newspaper, surprised they have not cast a rule over Reach, especially now that its sp has been decimated, £1.72, nice divi, cash rich 64Million on account, still free with no paywall, to double digital t/o 2024. 10 million registered users, 5th largest digital footprint in UK, 143.mill last year profit, pension deficit slashed, the perfect time to pounce,£6 a share and a special will secure it!!!
If this is announced on the 9th the price is just going to fly. At a price of a pint in London £5. Per subscription 10million and only 3 million want ad free =£15million a month £180 million a year. No print, no presses,no extra staff, falls directly on to the bottom line. The managements penny must of dropped if not sack them all. The best ideas are the simple one's.
I want 20p a share dividend NOW
A while back the sp went to 51p, but when it bouced it flew to£2 plus, the war isn't going on forever something will give, and the bounce will be faster than before. Maybe the company should buy back shares for cancellation! Good dividend, to come and a presentation on the 9th March. A firewall will be put up for ad free viewing, and that cash straight to the bottom line. 100s million if they tune it correctly with incentives for cash prizes. A no brainer.
10million and growing, so simple as I stated weeks ago, no ads a few monthly draws special Xmas ones 5 or 10 quid a month 2.5 million subscribers and the shares rocket's to £7 plus. No other paper does it . No brainer. Come on Jim do it after management have got their share buying period out the way. Yalla
Future group wants a newspaper here is one for free after 5 years, the price now is a bargain, especially as the pension deficit has halved, growing digital and dividend. Jim needs to to start a subscription service with prizes, now he's hit 10million registered. The drop in price is a massive tree shake, wouldn't surprise if we finish on £2.50
Seems MM have someone's middle ungreased fingers lodged where the sun doesn't shine, 100 per barrel and the stock is mutilated daily. If that's not bent then the mm definitely are.