susanne9
25 Nov 2016
ETO performance I had such high hopes for this company! My grandchildren love Peppa Pig and all seemed so positive all over the world - WRONG!
axel27
23 Nov 2016
theatrical investments I'll put the CEO up for most comedic statement to shareholders.Reason EBITDA down is we made theatrical investments (which we have written down against the P&L).Afraid this for the chop unless the management team changes and the CEO ceases to become a clown making theatrical investments.Afeeling better getting that off my chest
janebolacha
22 Nov 2016
Re: Sold out first thing post-results "Entertainment One is a research client of Edison Investment Research Limited"[link]
felloffa
22 Nov 2016
Re: Sold out first thing post-results What is, Jane? Do you refer to Sambran's reference to Edisons note. Who will have bought it? I'm interested to know! There are no apparent ties to Edison in the list of advisors are there? Even Gretel doesn't think they're a bad company and will be prepared to reinvest. It's best to stay involved. At 12:45 as I write this the SP already appears to be on the bounce. How long before it returns to it's previous level? Of course, I may be wrong but I'm prepared to sit it out for the moment!
janebolacha
22 Nov 2016
Re: Sold out first thing post-results That's commissioned research, opinion that is effectively bought.
janebolacha
22 Nov 2016
Re: Sold out first thing post-results Gretel, I also sold about two-thirds of my holding first thing this morning.Throop is the problem, he seems to want to be Mr Film and isunable to see that the main asset is Peppa. Imo, it needs to be takenover and split up, without Throop, who can then go off on his very ownego-trip but using his own money, instead of that of investors.
gretel
22 Nov 2016
Sold out first thing post-results I sold on the bell at just under 244p.Just 2.6p EPS in H1...EBITDA etc way down due to huge Film investment. They claim full year performance will be in line with "management expectations". Are these the same as market expectations? Whatever, there's a lot of catching up to do in H2 which may or may not happen.Plus the longstanding CFO has resigned.ETO looks good for the long-term, but there may be a long period of drift (at best) and share price falls (at worst) if the market doesn't believe the H2 catch up.Best to protect profits etc if the story changes - which it has for the time being. Good luck all - I'll be back in (again!) if the risk/reward changes once more.
gretel
17 Nov 2016
News re PJ Masks roll-out The first roll-out of PJ Masks licensing begins....toys, magazine, clothes etc:[link] Secures First U.K. Licensees for PJ Masks LONDON: Entertainment One (eOne) has signed the first U.K. partners for its PJ Masks licensing program. The rollout of the U.K. merchandise program will kick off with products from Flair's Just Play division, which will distribute the brand's master global toy line, starting in February 2017. The initial range will include plush, vehicles, action figures and dress-up items. The offering of PJ Masks U.K. merchandise will grow in fall and winter of next year as publishing and apparel items debut at mass market retail. Hachette has been appointed as the master publishing partner for the territory and is on board to produce a line of publishing formats. eOne has also inked a deal with Immediate Media for a stand-alone official PJ Masks four-weekly kids magazine. Redan will introduce PJ Masks content into its multi-brand Fun to Learn Favourites and Fun to Learn Friends magazines. The first U.K. apparel partner is Aykroyd TDP, which will launch kids' nightwear and underwear. eOne's PJ Masks licensing program in the U.K. will be aimed at boys aged 4 to 6. Katie Rollings, the head of U.K. licensing at Entertainment One, commented, "PJ Masks is quickly establishing a solid and engaged fan base across the country with viewers being drawn to the show's heroic characters, action-packed story lines and top-class animation. We've had a tremendous response to the property and we're now delighted to be welcoming a top-tier lineup of partners to the PJ Masks U.K. licensing program who we're confident will give young fans the best possible experience of the brand."Simon Hedge, the managing director of GP Flair, said, "We have an extensive product lineup that we believe will perfectly emulate the action and adventure that is part of every PJ Masks episode. On previewing the collection, our retailers were keen to launch as early [as] possible, hence the early spring release of the collection. To support this we are putting together a marketing strategy, targeting both boys and girls, that will ensure awareness of the toy lines at its height from the moment the toys hit the stores."The animated preschool series about three pajama-clad superheroes launched on the 24-hour Disney Junior channel in the U.K. in February. The show consistently ranks in the channel’s top five rated series. The U.S. licensing program counts more than 40 partners. Merchandise began rolling out in North America this fall, including introductory toys from Just Play, publishing products from Simon & Schuster and apparel from Happy Threads. Merchandise is set to roll out across additional international territories starting next year."
tonkatruck
11 Nov 2016
Volume Unless I'm reading the numbers wrong the volumes look huge today. Anyone with L2 able to confirm if these were buys or sells... or correct my stupidity if I'm reading this wrong. Cheers
gretel
08 Nov 2016
Re: Latest films all doing very well ETO's films continue to do well. Girl On The Train is now up to an "excellent" £22m, Ken Loach's I, Daniel Blake is above £2m (which is terrific for one of his films), whilst the new Light Between Oceans is at almost S1m after its first weekend, pretty good for what is a low budget film despite its two big stars:[link]
janebolacha
02 Nov 2016
Comment on/by ETO at "American Film Market". [link]
gretel
01 Nov 2016
Latest films all doing very well From screendaily:"EONEThe Girl On The Train fell only 39% with a $1.48m (£1.22m) fourth weekend as it crossed the £20m mark at the UK box office.eOne's adaptation is now up to a terrific $24.85m (£20.43m) and should overtake Gone Girl's $27.25m (£22.4m) haul by the end of its run.Also for eOne, I, Daniel Blake followed up its record-breaking opening with a $577,000 (£474,188) second weekend.That's a boost of 17% (excluding previews) likely thanks to an expansion to 214 sites, and Ken Loach's critically acclaimed drama has already grossed $1.61m (£1.33m) in the UK.The BFG and Supersonic stand at $37.02m (£30.43m) and $888,000 (£730,404), respectively."
janebolacha
24 Oct 2016
ETO and ITV both mentioned as targets [link] article can be accessed by subscribing for two free articles a week)
gretel
19 Oct 2016
Ben & Holly going worldwide Ben & Holly are being launched in Canada this month - with merchandising to follow in Canada and "Greece, Russia and Latin America":[link] series will make its debut on October 28th on Canadian network, Treehouse.Entertainment One’s (eOne) pre-school series Ben & Holly’s Little Kingdom is set to make its debut on Canadian network, Treehouse.Launching on October 28th at 8am, Treehouse has acquired seasons one and two of the series.“As Ben & Holly’s Little Kingdom continues to gain a foothold in international territories, the confirmation of a broadcast partner in Canada further underpins its universal appeal,” said Monica Candiani, head of international sales at Entertainment One Family.“Treehouse gives us the perfect platform to launch the series to Canadian families and we look forward to working with them to make the show a big success there.”eOne is now preparing to roll out its consumer products programme for the brand in Canada, with merchandise already launching in Greece, Russia and Latin America."
Global Nomad
18 Oct 2016
Re: I'm always torn between cheering for a poor film doing well because its one of 'ours' and my critical engagement with film of the best quality.
