Member Info for jenashon

Did anyone see the latest Brook Lapping documentary on ITV on Mon 5th June at 9pm, "Lord Lucan: My husband the Truth" another 1 hour film by Brook Lapping ( who seem to be getting some exposure lately) They are certainly producing some quality work & getting well respected, 2015 turnover £2.3m, gross profit £622k, operating profit £118k 2016 turnover £3.14m gross profit £893k, operating profit £214k (looking forward to 2017 results). Also Sean Ono Lennon tweeted that "How Sgt Pepper Changed the World" was the best radio show he had ever heard - its still available to listen or download on BBC World Service, Zinc are certainly getting respected at what they do. Zinc Media's current valuation is Laughable - how can it be taken seriously - looking at Brook Lapping & it must be worth more than The whole of Zinc's current valuation. Institutional investors through there purchasing power can drive down the SP & this spooks the small investor so they follow, the Institutional investor can then buy back in at a lower price & ride up as others join the rally, & then the small investor follows after its happened, who is the leader ? Anyone having a good look at all the companies within Zinc would come to a different valuation to the present one, this must be the most undervalued company about, As can be seen from all the documentaries that are being aired by all of the companies within Zinc Media, the company is doing well. The surprising thing about all this is that how a few small trades can effect the SP, Yesterday we saw a 23 pence sell what is really going on?

I agree with BringMyReward "Maybe the SP is being played with whilst we wait on the potential merger" quite possible, it all seems quite bizarre, The focus has become the merger which is taking away the fact, that Zinc have turned around & all areas are operating well, there's a lot in the pipeline, the Reef production of "Village of the Year" will surely be a winner & create some good viewing figures, Reef have had a good year. Zinc are getting a constant stream of productions aired both on TV & Radio, in the past weeks productions have included; 7 Days that shook the windsor's, for Channel 5 on Tues 30th May Clocking On - for BBC Radio 4 also on 30th May Origins of Violence - for Channel 4 on may 21st Brexit Negotiations : How do Labour & Torries differ - for BBC Radio 4 on 30th May How Sgt Pepper changed the World - for BBC World Service with Sir Tim Rice Zinc are making some very good documentaries & they are busy. Zinc have a lot in the pipeline & a lot to be positive about & it looked like this years figures were going to lift the SP. So what is really going on behind the scenes - who knows, but there are two people that have a connection & probably know & that's Kelvin Mackenzie (Brave Bison) & Johnny Goodwin (Zinc Media) both have worked together previously & are quite close friends. Have they already worked out a deal ? Where does Broadwalk fit into all this ? Its bizarre - it certainly looks like zinc's SP has been played about with !! The board should start answering some questions ! This company is worth a lot more than its current SP !

Wideyed - Re. BBsn financial position, given that they raised £22.4million via an IPO on AIM in Nov 2013 to fund upgrades & acquisitions, Have BBsn done well, considering its current market value, the £7.1m is what's left over, so they spent £15m & its now worth £8.15m, & they are still losing money.!! Where as Zinc have turned around, & are coming to the end of the current financial year, which should look good, Reef must be worth far more than Zincs current market value plus all the other companies within Zinc have been performing well, Zinc should hold out here, does a merger with a loss making company that is churning through cash, with a troubled management make sense ? Not unless BBsn are prepared to pay at least 3p per share for Zinc ! Johnnie Goodwin should be working for Zinc's best interest here & shareholder value, he may be friends with Kelvin Mackenzie but his loyalties should lie with Zinc Media.

Continued, More on the Makenzies Mackenzie takes up fight after son quits https://www.thetimes.co.uk/article/mackenzie-takes-up-fight-after-son-quits-pzxbbx8gl Good Luck All

I have been trying to understand the logic of a merger & maybe there is some, it looks like Brave Bison is a digital media specialist which, at its heart, helps brands, content creators and publishers build and engage audiences through the use of media. It has three divisions: Brave Studio; Brave Brand; and BraveTalent. Brave Studio is the company’s in-house studio that creates original content solutions to help “redefine how people feel about brands”. Brave Brand has created social media campaign for a range of companies including Coca Cola and Turkish Airlines. Brave Talent is a management agency that represents “some of the biggest social influencers in the world”, and matches brands with personalities to generate the most amount of traction. This would tie in with Zincs communications division which is a high growth market & this could give it the strength to be a market leader. Ashley Mackenzie resigned from the board of Brave Bison after a string of disputes with its chairman, Kelvin searched for support among investors to remove other directors & replace his son as executive chairman, they did it before after they had sold Base79 to Rightster(now known as Brave Bison) for £50million in 2014, & ousted that board in October 2015 when Ashley became Chief Executive. So it looks like they are in need of expert team players & who does Kelvin turn to, his old Managing Director of The Wireless Group, Johnny Goodwin, Kelvin Mackenzie founded the Wireless group & sold it to UTV in 2005 for £98m. Johnny Goodwin’s view of Kelvin is, "He is spectacularly brilliant. He may not be everybody's cup of tea on every single issue but the fact Rupert Murdoch holds Kelvin in such high regard is indicative of how good he is." The Mackenzies own just over 8% of Brave Bisons shares, & leading investors have been concerned by the departure of Ashley Mackenzie It looks like Kelvin Mackenzie has big plans & needs strong performers like Johnny Goodwin, This could be a good merger & it could open doors for Zinc Media , especially its communications division. Zincs current share price does not reflect its true value, it looks like Brave Bison Need Zinc & its strong Board more than Zinc need Brave Bison, which should put a premium on zincs current share price, I am sure that Luke Johnson & some of the other large investors will work out a good deal for Zinc. Some information from brave bison here http://bravebison.io/about/investors Article on brave bison here http://www.proactiveinvestors.co.uk/companies/news/169278/brave-bison-on-the-charge-in-2017-as-it-continues-turnaround-169278.html Mackenzie takes up fight after son

More Good News, good find Amina, The Landmark 2 PART SERIES (if that's 2 x 1 hour its good fees) will air later this year, Stephen Hawking is probably traveling the world with his team & production crew in search of answers already, which means Zinc will already have received the commissioning fees & this is all good news for this years revenue, it keeps getting better, well done.

this May, if so I am thinking it should look very good & could be the news we are waiting for ! The first half year achieved a profit in the usually slower half of the year & an order book of 77% of forcasted revenues. Management expected profitability to accelerate in the traditionally busier second half of the year,( which we are well into) particularly in the TV division, which would expect to earn the majority of its profits in the second half, & with the news of Reefs new commission in production of the 24 x 60 minute episodes of "Village of The Year" for channel 4 its looking very positive. Plus the digital communications division looks to be doing well, & the recent BMW group education stuff looks good & finally the Macclesfield publishing division is making good profits & being a stand alone company is ding well. So, Is the SP & the market cap waiting a re-rating ? if so, well done to all who have held & good luck to all.

for Zinc Media's recent BBC1 documentary - "Trump's First 100 Days" which interested 2.6 million viewers.

at these levels, I have come to the conclusion that some investors may need to unload at just the wrong moment for there investments, due to some unexpected situation within there own worlds, bad luck or bad timing on there own behalf, in some far off land can be unfortunate !! I think of the words of Warren Buffet in these situations " Be Greedy............"

I called Broadwalk to try to get some ideas, what was interesting was that Charlie Cottam, founder of Broadwalk Asset Management answered my call directly, i was amazed, just who I wanted to speak to the main man, I thought I would at least have a secretary or PA to speak to first, but no, Charlie Cottam was speaking to me & so I explained I was a shareholder of Zinc Media & could not understand why Broadwalk were selling down its holding especially when broadwalk had invested at the fundraising on 13/07/15 at 2p per share & broadwalk had previously held zero shares, & just as Zinc Media turn the corner & start to produce good news. Charlie was very polite, I expected to be cut off, but no I must say that Charlie was polite & said "I am sorry I can't talk about our investments, but that he had seen it mentioned on the bulletin boards". That was that I couldn't get any further, so we said our goodbyes. Who Knows whats going on, I wonder if maybe its an internal Broadwalk issue !

That's all, Sbuild, who knows what's really going on, it would be interesting to know broadwalks reasons ! I think they need to be tackled over there decisions, if they carried on with that strategy they would soon be out of capitol, but maybe that doesn't matter to them as they have collected there fees for managing "other peoples money". What reasons can any one think of to depart just as the SP start to rise & optimism returned ? Are they trying to keep the SP from rising ? why on earth would they do that?

Tonight - mon 24th April 9pm-10pm BBC ONE 1 hour production, TRUMPS FIRST 100 DAYS presented by JEREMY PAXMAN, reporting on Donald Trumps presidency so far, (Book Lapping Production) Tues 25th April for 15 weeks from 9pm-10pm 1 hour production SELLING HOUSES with AMANDA LAMB on MORE 4 (Reef Production) Also, Every Day from 24th April at 4.30pm on BBC ONE - Brand New series of "PUT YOUR MONEY WHERE YOUR MOUTH IS" (Reef Production) There is plenty going on at Zinc - good productions on major channels at peek times, It proves how well respected Zinc are as a production company, they are going from strength to strength as a company, this years results will have a major impact on the share price. It may have gone a bit quiet on the news front, but that does not distract from the fact, that Zinc Media are producing major productions for major TV channels, I seriously believe that who ever has been responsible for Broadwalks recent decisions & activity does not have a clue what they have been doing - fishy Shenanigan's or an interns mistake, why on earth would they wait until the company has turned around ? it does not add up. It just presents a great buying opportunity for all those waiting in the wings. Or could a takeover or Management buy out be possible, that's exactly what they did at Tangent communications when former TV mogul Michael Green who founded Carlton TV (& Johnathan Goodwins father in Law) backed a bid to take Tangent private http://www.printweek.com/print-week/news/1155905/bid-launched-to-take-tangent-private Michael Greens Nephews were on the board that time. Who knows just a thought, but it really makes one wonder.... Good luck to all who are holding

There doesn't seem to be any Logic, Unless Broadwalk are in with a potential bidder - Broadwalk keep the price down for the bid, who knows, doesn't make a lot of sense to sit on an investment through some tough times, then once the turnaround happens to unload.

Sbuil, regarding your thoughts on takeover potential, yes there is that potential, but also, maybe Zinc Media may just Grow into a MAJOR producer in TV production, & as you mention, Jonathan Goodwin & his track record & contacts, which includes his father in law Michael Green - CARLTON communications supremo, who founded Carlton which eventually merged with Granada & who has a good knowledge of the TV industry plus good contacts, & a good understanding of the direction the TV industry is heading, which must be good news for Zinc, "Many Heads" There are a lot of influential people involved with Zinc Media, behind the scenes. Plus Jonathan Goodwins previous role as MD of the Wireless Group which grew into quite a large company, so the potential here is great.

Plus the fact that - The Broadcasters (BBC, C4 etc) are concentrating on Broadcasting & will be doing less & less producing themselves as it is more cost effective to use specialist Independent producers - SUCH AS ZINC MEDIA, as costs can be controlled more efficiently, which is only good news for Zinc Media

Brook Lapping embarking on one hour documentary for Channel 4 about eating disorders - film will be sensitive in nature |& look at experience of sufferers trying to get treatment & families who have lost a loved one, plus state of provision across the country. All systems are GO.

& Another positive RNS - all good news. Plus there are quite a lot of zinc productions out recently. Recent Films of Record documentary for SKY ARTS - Gary Kemp on Bowie Guitarist Mick Ronson - traces story of Ronson & Bowies close bonds.(4th April) Panorama on mon10th April was Films of Record investigation into double agent scappaticci, IRA's chief spy catcher. Also on Mon10th April saw 3rd series of "French Collection" begin on channel 4 & will air every day at 4pm. Blakeway Norths production of "kicked out from care" available to download from 6th April on BBC3. & On 13th & 14th April at 11.30am on Radio 4 - "Printing a Nation" how the printing press made modern India, a Blakeway production. PLUS "The Murder Detectives", 3 part dissection of a murder investigation now showing on NETFLIX IN US

Tight at Broadwalk asset management, I am glad they don't manage my assets.

and beyond, With each RNS confidence returns & the sp resumes the UPTREND which started back in 2016 when the sp hit the low during the shakeout. Each uptrend has lasted longer than the previous uptrend & the highs reached have been higher than the previous highs reached before the profit takers moved in. Now that the sp is in a new UPTREND I would say that this should continue well into May & June & would expect the previous high to be way below the next SP high, with such confidence building with each RNS. Well done to all who had the same confidence & patience + belief. Zinc have credibility & are well respected which is being shown by those wanting to use zinc to carry out productions + those that want to work with zinc. Good luck all

Yes another big name & another piece of excellent news for Zinc. Roy Ackerman has a Remarkable track record & he, as an insider in the tv industry is confident that Zinc as a group is on "THE BRINK OF BIG THINGS".