The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Hoping this week... possibly even this morning :)
I see David Galan is active on twitter announcing programmes and awards. It’s good to see. Zinc also has a Facebook page so they’re trying to get the word out. Each of the subsidiaries have also raised their PR game. There is a clear change of communication tact. IMHO now is the time to get in before further news and the next rerate.
Think the seller is still there but looks like someone is taking rounded chunks at 0.60p. If I had spare capital I’d be purchasing more. Can’t wait for next news and next set of reaults. I think that’s when it will be back over 1p. Incredibly undervalued down here on fundimentals.
Nice to see some volume. I think it’ll settle around .70 before the next push to 1p. News of further commissions and anything US related would be great :)
Complete agree. Seller can’t have too much left and if we don’t get an RNS stating a drop below 3% then I think it would be safe to bet that the seller hasn’t much if anything left. Monday could be boom day!
Bang on. It’s in their strategy to get bought out by a big player. Hence the market consolidation. US market is vast but tough. I’ve been researching ICM all day and they are a huge player in the US. Involves in some way in pretty much all of the big name TV productions in the US. I’m expecting big things. Multiples of this share price for a start.
Up 35% is a great start. Some people are thinking think is a pump and dump. They'll be researching and they'll also see how under valued this share is. The Mcap is a joke. I'm expecting it to jump 10%-15% when the next commission is announced - which is due soon as stated in the RNS. When the first US commission lands then this will jump another 30%-50%. If Netflix or Amazon is mentioned then 100% in a day is feasible. In my honest opinion, this hasn't really begun to rise. Buy and Hold!
IMHO Zinc will be over 1p by the end of the month. It was 1.2p before the turnaround, before we were in profit and before Tern was bought. Not to mention our improved cash position of £3.5m and assets of £18m. EBITDA up 300% to £0.24m in interim. Looking like half a million for full year. It's a bargain down here. Pipleline or work is £14m!! That’s all BEFORE today’s RNS. Not to mention all the Director buying over the past month or so. This is going one direction.
It’ll shake then jump again. It should have stated this rise from 1p. Incredibly undervalued down here. Once people have had time to research, they’ll buy in. Great media play for any portfolio.
Great to see some volume here again. This churn will work wonders for the share price. Fresh investors. Great to have something in the RNS around future news in the near terms. Exciting times ahead.
It’s only a matter of time until 1p is hit. US is a MASSIVE market. As soon as they announce a few US commissions this will smash 1p. Zinc’s companies have been consistently collecting awards. They did a commission a while back following Obama in the White House. They’re ready to take their opp. Anyone see The Suffragette they did for the BBC recently? That’ll be another award.
The best line of the RNS is “The Company expects to announce further significant commission wins across other of the TV subsidiaries in the near term.” If a US name drops... then this could multi-bag. This is why I topped up again this morning.
I bought on II as well. 1p is the first target.
It could bag today. Just topped up. Incredibly undervalued before this news. Just look at the US TV shows ICM have been involved in.
Brilliant RNS. Entering the US market with an exclusive agreement. Incredible opportunity for Zinc Media. Tern and Reef with two significant commissions ICM’a statement is glowing.
I’m liking the fact the share price has settled and the company is quietly getting on with delivering award winning programmes. I’ve also heard through the grapevine Channel 4 have a new creative director which has slowed their new productions down generally. With ZIN delivering award winning programmes I’d expect they’ll be a front runner for the new commissions. I also like the fact Tern is really churning out content and hasn’t attracted attention. Agree with your previous comment on ZIN not just being a produce but also a provider of content. Content is quickly becoming king and with ZIN consolidating the market it puts them in prime position. With there strategy of being taken over, I’m happy with where we are and where we’re headed. IMHO the next set of results will push this back above 1p.
Wonder if it’s another director buy... they seem to purchase in £5k chunks.
Any decent news which attracts new investors will have this fly. Jumps on such small volume. Imagine a jump in profit or a contract with a big name. Even a t/o. Bit like BBSN - waiting game until news.
Try David.Galan@zincmedia.com - David Dot Galan at zincmedic dot com. I’d be very surprised if he didn’t message back. Keep us posted!
I’ve spoken with him and he’s always very prompt in responding - in minutes usually. Are you sure you have the right email address? He’s got a very good understanding of what’s wrong and what needs corrected. In my opionion he’s a very switched on. A criticism I have is the lack of PR and update via RNS.