AlphaCentauri
01 Dec 2016
Re: NEW ARTICLE: What triggered Daily Mail's... I would not trust Barclays to tell me what day of the week it is with any confidence.....
II Editor
01 Dec 2016
NEW ARTICLE: What triggered Daily Mail's 10% surge? "LSE
MGTaily Mail and General Trust has split the City this year. Its post-referendum rally of over 50% is certainly eye-catching and the company has just reported full-year results ahead of expectations.But the numbers do show how bleak the ..."[link]
turkey10
26 Nov 2016
Negative Headlines The very negative headlines and anti Europe bias are beginning to hurt financially. Lego one of the first to withdraw advertising with others to follow. There is a growing campaign against the nasty politics and this will further damage the papers prospects. Best sell.
Simbrad
27 May 2016
Just pulled this from Research Tree too... "DMGT delivered satisfactory performance in H1 2016, negatively impacted by the weak print advertising market. The first half results were positively influenced by the Gastech event and a stronger US dollar relative to sterling. The company's B2B business led the growth and generated 76% of the operating profit. Daily Mail continued its portfolio management activity throughout the period. The company acquired stake in many firms including ETSOS, PAR Framework, Exhibition Management Services and LivingSocial. The acquired companies are functioning in diversified fields and are expected to enhance Daily Mail's prospects in terms of offerings and access to a range of customers. In addition, DMGT disposed some of its non-performing segments to improve its margins. We remain concerned about DMGT's print advertising segment. Nonetheless, we are confident about the company's prospects owing to growth in other divisions and continuous initiatives to enhance its portfolio. Therefore, we..."
Simbrad
27 May 2016
Panmure Gordon & Co's note on Daily Mail and General Trust is out this morning on Research Tree: "Interims were a touch more cautious than we had feared, and our estimates slip again (now 5-8% below the pre-H1 consensus). Near term the group still has several headwinds to work through, and we maintain a ... rating. Longer term, though, the group remains a collection of high quality businesses which should see a return to decent overall growth. Our Target Price (SOTP-driven) barely budges at ... despite factoring in a higher 15% 'NAV' discount (10% previously). At these levels we see good longer term value for patient..."
Simbrad
24 May 2016
Panmure wrote a note on DMG Media this morning, it's up on Research Tree: "DMGT reports interims on May 26th. Although we expect trading to remain generally tough, our updated SOTP valuation of 735p (from 700p, 1% above the current share price) suggests that much is already discounted in a valuation of just 13.3x EPS (calendar 16E). Despite the valuation attractions, we remain cautious. We are concerned that the longer term case for buying the shares is eroding, given growing structural pressures on parts of the portfolio, and increased strategic uncertainty following the new CEO appointment. Apply..."
II Editor
23 Jul 2015
NEW ARTICLE: Is There Value In Family Firms Daily Mail and General Trust plc, Fuller, Smith & Turner plc And Nichols plc After Today’s Mixed News? "I have a great deal of fondness for the small number of long-established British family firms listed on the FTSE. Not for sentimental reasons, but because they have qualities that make them highly attractive for private investors with a long-term ..."[link]
II Editor
23 Jul 2015
NEW ARTICLE: Daily Mail publishes Q3 warning "Struggling to overcome weak advertising trends, LSEMGTaily Mail and General Trust's media business had a bad third quarter. Group earnings for 2015 are now likely to just scrape within market expectations. The share price reacted predictably, ..."[link]
II Editor
17 Jul 2015
NEW ARTICLE: Week ahead: easyJet, Daily Mail and General Trust "Monday 20 JulyTrading statementsMichelmersh Brick HoldingsAGM/EGMAll Asia Asset Capital Limited, Ashmore Global Opportunities, Lead All Investments, Rame Energy.Tuesday 21 JulyTrading statementsSynectics, Cable & Wireless ..."[link]
II Editor
04 Feb 2015
NEW ARTICLE: B2B pays off for Daily Mail - just "Although LSEMGTaily Mail and General Trust's newspaper business still fails to buck industry trends by pulling in more readers, management's focus on its business-to-business (B2B) operation has at least managed to offset the damage, so ..."[link]
