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DIRECTOR BUY.
tara7 9 Jun'13 - 11:35 - 4983 of 4983 0 0 edit WHY PTO.? 1/ The company has a J/V in China with the state publisher that has a 60% share of the book market.[profits have not even been priced in by the house broker, risk is very, very low as PTO only puts in the software not the overheads] 2/ The huge investment in new products costing around £3M for each of the last five years is now finished,so most of the savings flow through to profits. 3/ Both Churchill and Drama online sales for Bloomsbury have and are doing very, very, well.[See Bloomsbury accounts.] 4/ The company has a huge tax loss to use up that means EPS grows faster for the next 5 years. 5/ PTO has two of the best products on the market now designed for the digital age that have market edge. 6/ Vista profits [30 year old software ] is still in demand and produces over £3M EBTIA per year.!! for PTO. 7/ Directors have been consistent buyers of shares. 8/New orders being won. 9/ May be at the end of a takeover bid at some stage. 10/ For super fast growth the company, over time will get a much higher rating by the market, on a pe of just 17 falling to 12 next year today it is a gift.
I can see the s/p quadrupaling if margin's do as tara anticipates. Thats doubling on actual intrinsic value and doubling again on a re-rating of its PER. I've set my personal target at around £11 over the next year or there abouts. A lot will depend on the rest of the over all markets as a PER re-rating won't happen in a bear market or even a sideways market. There again I tend be be a bit conservative due to my age and dependancy on the markets for income.
henryatkin 28 May'13 - 09:52 - 6357 of 6371 0 0 JonC....we all do our research in different ways. Mine is primary on quanitative financial data: PTO has a rolling Price Sales Ratio of 1.46 compared to the sector aveerage 4.0 EV/Sales is 1.59 compared to sector average of 3.46 Growth is 50.47 compared to a sector average of 27.78 Price to free cash flow is 51.08 compared to sector average of 41.42 but it\'s still quite acceptable. PER is 22.5 compared to a sector average of 17.5 On all my measures of value relative to growth PTO scores positive on all criteria Edit. The other thing I look at is change in number of shares in issue. PTO has not increased it's number of shares for the past four years, which means growth is all organic and directors are not ripping me off.
The rates per school can be found on the web. They are: £600 a year per school, or a one off fee of £3.600 50,000 schools in the USA Canada and UK. If the deal was just £100.00 per school as a one off fee is would = £5M.!!! That would be 97% discount.!!
We are industry leaders in our digital strategy with a wide range of digital initiatives producing good returns. Our knowledge hub programme has made huge progress. We successfully launched the Churchill Archive in October 2012 and Drama Online in February 2013 both to praise and good early sales. The Churchill Archive was described by the judges of the Independent Publishers Guild's digital publishing award as 'a dynamite digital product' to which Bloomsbury 'has added stacks of value to the material'. The Churchill Centre has acquired access to the Churchill Archive from Bloomsbury for every secondary school in the USA, UK and Canada in a ground breaking initiative
NEWSFLASH: Morning Star upgraded forecasts this morning. 2013 EPS 16.10p 2014 EPS 22.6p
WHI have come to the party today for the first time. They value the stock at £3.20p for starters.
A few more tiny stocks that will roar if profits are seen: TRD market cap under £1M results due in about 10 days. VIS market cap under £800,000 new director bought stock at twice the price last year. FRM market cap under £2.5M Redrow the housebuilder about to handover over £6M. MAC market cap £1M recent placing to insiders [above board] who wanted "IN" All the above can do 100% or more in a day. AIM stocks should be fun, good luck.
Investor 4 May'13 - 09:30 - 6160 of 6162 0 0 Has Professor Smegly got access to the Nuclear Button ? News International aims to put 100% of its infrastructure in the cloud Media conglomerate sees cloud computing as a pillar of its digital set up. Posted by Pete Swabey on 23 April 2013 Publishing giant News International aims to move 100% of its IT infrastructure into the cloud, the company's CIO said this morning in London. And it aims to have achieved 75% cloud infrastructure within the next two years. News International launched its digital transformation programme back in 2010, CIO Chris Taylor explained at the Amazon Web Services Summit 2013 this morning. "Three years ago, News International was a great newspaper company," he said. "That wasn't good enough for the 21st Century – we needed to be a great multimedia company." "A programme of innovation began, which has cloud computing at its heart." The first stage of that programme was to virtualise NI's internal IT infrastructure. So far, it has virtualise 90% of its own infrastructure, which has allowed it to shrink its data centre footprint by 25%. But the company also need to accelerate the speed with which it could adopt new digital platforms. "If we are selling products on the iPad, our journalists need to have iPads," said Taylor. "If our readers are using Twitter, our journalists need to be using Twitter." NI saw cloud computing as the key to adopting new digital technologies quickly. "We believe that cloud computing is a key part of transforming an organisation." Not all cloud services are created equal, however, Taylor warned. "When cloud computing became de rigeur a few years ago, every technology provider rebranded their hosted service as cloud, and only a few players stood out." In Taylor's view, for a service to constitute "true" cloud computing, it must have the following characteristics: utility pricing; instant scalability; 'almost' infinite scaling; and the ability to access it from anywhere. He added that NI wanted to use cloud service that was the supplier's core product, not a secondary offering to its main hosting service. Now we know why we [PTO] won the huge contract for Harper Collins,[part of the News Corp group.!! Nice.!!
This was from a year ago, [I have re posted for new investors]. PTO April 2012: Just weeks after having launched in China, we signed a landmark partnership with the China National Publications Import and Export Corporation (CNPIEC), the largest company fully licensed by the Chinese government to import publications, to join forces on a new project called the Digital Gateway. The concept was to deliver the largest digital content platform to Chinese libraries. Working with over 11,000 academic and public libraries, CNPIEC was actively looking to improve digital access to international content across these institutions and local content internationally, so our timing couldn’t have been better. The aim of the Digital Gateway project was to create the most significant resource for international digital content in China on the pub2web platform. Yet it quickly became apparent that there was also scope for creating a portal to export Chinese content digitally across the globe, in line with the Chinese government’s strategy. Subsequently Ingentaconnect China was born. These dual Chinese projects have grown in size, significance, ambition and potential, so much so that we now expect to make millions of international online resources available in China and vice versa, opening up new avenues of collaboration on content and culture. Now read this:!!! Why Opportunities in the BRIC Countries May Be Overstated Read more by Edward Nawotka October 9, 2012 By Edward Nawotka, Editor-in-Chief In today’s Ranking of Global Publishing Markets released by the International Publishers Association (IPA), China comes in at #2, Brazil at #9, India at #10, and Russia at #13. It’s an impressive showing for some very large and flourishing countries. Yet, at the Publishers Launch Frankfurt conference at the Frankfurt Book Fair on Monday it was made clear that the opportunities for foreign publishers to work in these giant evolving markets may be somewhat overstated, as the obstacles to enter these markets can be significant and the situation on the ground somewhat less rosy as is typically reported. "China remains a powerhouse, but the market is closed off to from many foreign companies as a result of government restrictions. “Just three or four companies are licensed to import e-books in China,” said Lisa Liping Zang, Director of the International Department at e-publisher Cloudary, but the government is reluctant to issue a sales license to a company like Amazon out of concern that they would not be able to fully control what goes on sale. “[The foreign companies] will have to win the support of the largest print publishers and most of those are state-owned as well.” The house broker [WESTHOUSE SEC] has yet to put any profit from China into any profit forecast, yet the Venture is self funding within its first year.[2012]
Newsflash: [PTO are sellbhalf of Bloomsbury.] Todays Daily Express. Online drama for Bloomsbury and Faber BLOOMSBURY Publishing and rival Faber and Faber have joined forces to produce a new website featuring plays stretching from ancient Greece to the modern day. Published: Thu, May 2, 2013 The companies have offered plays and shows to be viewed online The technology will allow users access to part books, allowing them to study a given character, and note-taking tools. Called Drama Online it is aimed at students and lecturers and is intended to help university libraries overcome limited budgets. Users will be able to access hundreds of plays and reference works at the click of a mouse. Four years in the planning, it includes works from Bloomsbury’s stable including Arden Shakespeare and Methuen Drama and Faber catalogues. More than 500 titles are already available and that is set to double this year. Among the writers whose work will be on the site are Tom Stoppard, Alan Bennett, Harold Pinter, Willy Russell and David Hare. As well as the plays the collection includes academic works for use on drama, theatre and literature courses. The technology will allow users access to part books, allowing them to study a given character, and note-taking tools. Tom Kuhn at Oxford University said it would “open up whole new paths of enquiry for scholars, students and theatre practitioners”. ing this on
marked up on the open.
Drama Online‏@dramaonlinelib2h RT @SusanElkinJourn: Bloomsbury & Faber - new online drama library. 500 titles now. 1000 by end of year. http://www.dramaonlinelibrary.com
This AM, new guy just been hired in the USA see compny web page.
Buying.
PCG a division of PTO are selling this on behalf of Bloomsbury. It has been a roaring success since launch late last year[see last Bloomsbury results/trading statements] If one looks at the last full set of Bloomsbury accounts one can see they put a whopping 50% of the digital products cost to sales. PCG IS THE SELLING AGENT.!! 2012 Pound Sterling Price List (U.K.) Tier Subscription One-Time Purchase Tier 1 £600 £3,800 Tier 2 £2,200 £13,500 Tier 3 £3,300 £10,100 Tier 4 £4,400 £26,800 Tier 5 £5,500 £33,500
Has had a very, very good start in life. Only went live a few weks ago. PTO "S sales division are selling it on behalf of Bloomsbury. Bloomsbury have results out on 21May and will no doubt tell us more. Last nights award can do them no harm at all.!!
Publishing Tech‏@publishingtech17 Apr It has been yet another fantastic - and busy - London Book Fair for Publishing Technology. Thanks to everybody who came by our stand! #lbf13 Expand Reply Retweet Favorite More
15/04/2013 13:49 UKREG Publishing Technology PLC New contract wins 05/04/2013 16:19 UKREG Publishing Technology PLC Result of AGM and Trading Update