gamesinvestor
30 Nov 2017
Recap on the possible value [link] Two of the diversifications are partly quoted – Euromoney and Zoopla. The current values of DMGT’s stakes in this pair are £620 million and £475 million respectively – in other words close to 50 per cent of the parent’s market capitalisation. In addition, we know the new (chief executive) of DMGT believes there is significant and underappreciated value in other subsidiaries, notably RMS""""Games
gamesinvestor
30 Nov 2017
Re: Looking under valued doubled up.Games
stutes
30 Nov 2017
Re: NEW ARTICLE: Daily Mail crashes 28% but ... Should DMGT consider offloading the newspapers rather than other divestment? The internet, social media and smartphones are making newspapers less popular. Falling readership or costly promotions also add to the risk of owning newspaper assets. Time to reinvent the business by offloading newspaper assets and reinvesting the money in areas that add value for shareholders. If they opt to keep the newspaper unit the risk could be fewer readers and in the worse case scenario paying somebody to take the assets off your hands.
gamesinvestor
30 Nov 2017
Re: NEW ARTICLE: Daily Mail crashes 28% but ... """"The broker has retained its 'buy' rating but cut its target price to 905p from 970p. But that still implies 18% potential upside from current levels."""I think his calculator has broken, more like a 39.6% upside.Games
II Editor
30 Nov 2017
NEW ARTICLE: Daily Mail crashes 28% but City optimistic ""Daily Mail shares crash 25%" screamed the headlines this morning as LSE
MGTaily Mail & General Trust investors got a taste of the coverage usually dished out by some of the media publisher's own titles.DMGT shares are now languishing at a ..."[link]
casabanker
30 Nov 2017
Re: Looking under valued I, too, have doubled my holding in DGMT. The underlying strategic changes look promising and EPS is only marginally down 1%. The dividend has been increased. According to ii, the PER is under 10. The board has a plan, have reduced debt, claim that the balance sheet is strong and are looking forward to increased profits in 2018. None of this looks like it deserves an sp fall of around 24% but.....I have been wrong before! I recently bought CNCT (ex W H Smith) with a similar story. I am now in profit - just - and looking forward to a 9% dividend, over 6% arriving in February. Not quite as spectacular here but it's still a solid 4%+.Casa.
gamesinvestor
30 Nov 2017
Re: Looking under valued Maybe it is Casa. I just bought some. Seems reasonable value. Games
AlphaCentauri
30 Nov 2017
Re: Looking under valued My low point is now even lower so I reckon I made a good decision. What concerns me is what raised the price to over 700p recently before today's collapse?
casabanker
30 Nov 2017
Re: Looking under valued Wow! Unfortunately "the worst" has arrived. I bought a few of DMGT after a tip by Nick Train so I am in good company. I have read the first part of today's report which is mostly upbeat, belying the actual market response. Maybe this is a buying opportunity?Casa.
AlphaCentauri
03 Nov 2017
Re: Looking under valued I have no idea what causes this share to go up ot down. After a steady decline it has now steadily increased. Naturally to avoid risky exposure I sold one third of my holding at the low point fearing worse to come!
II Editor
29 Sep 2017
NEW ARTICLE: The week ahead: Positive catalyst ahead "It could be a quiet week on the corporate front, with updates from Daily Mail, Ferguson and Greggs the headliners.Monday 2 OctoberDespite a 2.8% reversal this week with a portfolio shuffle potentially on the horizon, momentum is firmly against ..."[link]
casabanker
23 Aug 2017
Looking under valued I have bought a few shares in DMGT today as the unpopularity of newsprint media has brought down all newspaper stocks. contrast, the MailOnline is reaching much greater audiences globally than the newspaper ever could. Nick Train of Lindsell Train has a long position here.Casa.
AlphaCentauri
08 May 2017
Broker Reports "Daily Mail and General Trust plc (LONMGT) has earned a consensus rating of “Hold” from the sixteen research firms that are presently covering the firm. Three analysts have rated the stock with a sell rating, six have assigned a hold rating and seven have given a buy rating to the company. The average twelve-month target price among analysts that have issued a report on the stock in the last year is GBX 803 ($10.37). "
AlphaCentauri
24 Apr 2017
Re: Melanoma That comment was worth rather more than the single uptick I could give it!
picstloup
12 Apr 2017
Melanoma Settling her libel action for somewhat less than the £4b she was claiming was probably wise, although it would have been fun to see her in court and and questioned by forensic QCs about what "services" she really provided when she was a "model".Settling seems to have done the share price no harm.
