Vil lige gøre jer opmærksom på Mecom Group, som ligenu er prissat til ca. 2,1 milliard kr.
Sidste år leverede Mecom EBITDA på 1,2 milliard kr. og overskud pr Aktie på 0,44 Euro pr Aktie. Aktien bliver lige nu handlet i 2,3 pund. Forventningen til i år er forbedret EBITDA og overskud pr. Aktie og kraftig nedbringelse af gælden, som de seneste år er reduceret fra 6 til ca. 2 milliarder kr. Aktien handles til ca. indre værdi. Ved aflæggelsen af 2010 regnskabet blev der tilkendegjort at der i efteråret vil blive betalt udbytte. Dette må altså højst sansynligt blive præciseret ved aflæggelsen af halv årsregnskabet den 27. juli. Dette ser jeg som en væsentlig trigger sammen med at den TA mæssigt er hvor den skal ! købte selv i 2,19 og har netop nu suppleret i 2,35..der ligger nogle rigtig gode analytiker analyser derude på nettet, hvis i vil vide mere. Grunden til interessen er, at jeg selv arbejder i koncernen.
Sidste år leverede Mecom EBITDA på 1,2 milliard kr. og overskud pr Aktie på 0,44 Euro pr Aktie. Aktien bliver lige nu handlet i 2,3 pund. Forventningen til i år er forbedret EBITDA og overskud pr. Aktie og kraftig nedbringelse af gælden, som de seneste år er reduceret fra 6 til ca. 2 milliarder kr. Aktien handles til ca. indre værdi. Ved aflæggelsen af 2010 regnskabet blev der tilkendegjort at der i efteråret vil blive betalt udbytte. Dette må altså højst sansynligt blive præciseret ved aflæggelsen af halv årsregnskabet den 27. juli. Dette ser jeg som en væsentlig trigger sammen med at den TA mæssigt er hvor den skal ! købte selv i 2,19 og har netop nu suppleret i 2,35..der ligger nogle rigtig gode analytiker analyser derude på nettet, hvis i vil vide mere. Grunden til interessen er, at jeg selv arbejder i koncernen.
15/7 2011 14:40 mortenguld1 0
44068 LE, har læst et tidligere indlæg af dig hvor du havde kendkab til Mecom ??
15/7 2011 20:12 le 044086 det er korrekt, det er længe siden, kan du virkelig huske det?
jeg mener det var på spekulant
jeg mener det var på spekulant
16/7 2011 18:03 mortenguld1 044095 ja, har du sat dig ind i casen ? Ved godt, at mediebranchen er på vej tilbage, men den står altså meget stærkere end mange tror.
16/7 2011 21:14 mortenguld1 044100 Har fundet linket - http://www.proinvestor.com/boards/9432/Kender-nogen-noget-til-Mecom.
Du anbefalede Gannet istedet. Er steget fra 3-4 til nu 14.Altså ca en 4 dobling. Mecom har kun ca. fordoblet sin værdi og skovler penge ind..
Du anbefalede Gannet istedet. Er steget fra 3-4 til nu 14.Altså ca en 4 dobling. Mecom har kun ca. fordoblet sin værdi og skovler penge ind..
ja, jeg tror at mecom er i fuld gang med at øge omsætningen incl. reklamekroner i online service ydelser og det er rigtigt at det især er polen, der på sigt vil trække væksten for det er rigtigt som der blev skrevet at polen netop slet ikke er blevet ramt af finanskrisen og har haft vækst hele vejen igennem under og efter finanskrisen
så pga den meget store befolkning i polen sammenlignet med de andre lande mecom opererer i, danmark, norge og holland, så er polen den store vækstmotor for mecom og polen er i en anden fase af den langsigtede vækst, hvor de er på vej fra emerging market til rigt land
jeg jeg har sat mig ind i casen og læser deres regnskaber, hvor det stadig er fald i traditionelle aviser og vækst i online, der endnu ikke kan opveje faldet i traditionelle aviser, men om få år så vil online blive større end traditionelle aviser
så pga den meget store befolkning i polen sammenlignet med de andre lande mecom opererer i, danmark, norge og holland, så er polen den store vækstmotor for mecom og polen er i en anden fase af den langsigtede vækst, hvor de er på vej fra emerging market til rigt land
jeg jeg har sat mig ind i casen og læser deres regnskaber, hvor det stadig er fald i traditionelle aviser og vækst i online, der endnu ikke kan opveje faldet i traditionelle aviser, men om få år så vil online blive større end traditionelle aviser
18/7 2011 19:56 le 044131 Gannett reports lower 2nd-quarter earnings
Gannett reports lower 2nd-quarter net income, but company resumes buybacks, doubles dividend
tweet11EmailPrint..Companies:Gannett Co., Inc.Topics:Earnings.Related Quotes
Symbol Price Change
GCI 13.05 -0.43
{"s" : "gci","k" : "a00,a50,b00,b60,c10,g00,h00,l10,p20,t10,v00","o" : "","j" : ""} Barbara Ortutay, AP Business Writer, On Monday July 18, 2011, 12:54 pm
NEW YORK (AP) -- Increases in digital and broadcast revenue were not enough to make up for the ongoing decline in Gannett Co.'s newspaper business, leading the publisher of USA Today to report a more than 22 percent drop in its second-quarter net income.
Still, the nation's largest newspaper publisher with more than 80 dailies said its results are showing improvement, and to show confidence in its business prospects, Gannett said it is resuming share buybacks and doubled its quarterly dividend.
Gannett said Monday that its net income fell to $151.5 million, or 62 cents per share, in the quarter ended June 26. That's down from $195.5 million, or 81 cents per share, at the same time last year.
Excluding one-time items, Gannett earned 58 cents per share. On this basis analysts polled by FactSet had expected adjusted earnings of 57 cents a share.
Revenue slipped 2 percent to $1.33 billion, close to the $1.34 billion that analysts were expecting.
"Overall, the results reflect the current state of economies here and in the U.K., strength in some sectors while (weakness) in others, a challenging environment for ad demand," said Chairman and CEO Craig Dubow in a conference call with investors.
Gannett said its company-wide digital revenue rose nearly 13 percent when compared with the year earlier, to $276.2 million. This consists of standalone digital businesses such as CareerBuilder.com, which Gannett said did well despite the anemic job market. It also includes digital revenue generated by other businesses, such as newspaper websites.
But its publishing division's advertising revenue, which counts both print and digital and makes up about half of the company's total, fell nearly 7 percent to $646.9 million. Print advertising revenue has been shrinking at most major newspaper publishers as advertisers turn to free or cheaper alternatives online.
Revenue at Gannett's broadcasting segment grew slightly to $184.4 million from $184 million. Last year's results were boosted by $11.7 million in political advertising that didn't happen this year.
In a sign of optimism, Gannett doubled its regular quarterly dividend to 8 cents from 4 cents. The company had cut its dividend sharply -- and for the first time ever -- from 40 cents in December 2008 amid the height of the economic meltdown.
In June, Gannett announced it is laying off 700 workers to cope with the ongoing advertising slump. This amounts to 2 percent of the company's work force, Gannett's biggest round of cuts in two years. Such ongoing cost cuts have helped the company to stay profitable for shareholders throughout the downturn.
Gracia Martore, Gannett's chief operating officer, said in the conference call that the company currently has "no intentions of looking at further reductions, but obviously that has to be driven by each individual business' prospects and revenue opportunities going forward." That said, she added that the company has been adding staff in key digital areas, as well as its broadcast division.
Shares of Gannett, which is based in McLean, Va., fell 43 cents to $13.05 in morning trading amid a broader market decline.
Gannett reports lower 2nd-quarter net income, but company resumes buybacks, doubles dividend
tweet11EmailPrint..Companies:Gannett Co., Inc.Topics:Earnings.Related Quotes
Symbol Price Change
GCI 13.05 -0.43
{"s" : "gci","k" : "a00,a50,b00,b60,c10,g00,h00,l10,p20,t10,v00","o" : "","j" : ""} Barbara Ortutay, AP Business Writer, On Monday July 18, 2011, 12:54 pm
NEW YORK (AP) -- Increases in digital and broadcast revenue were not enough to make up for the ongoing decline in Gannett Co.'s newspaper business, leading the publisher of USA Today to report a more than 22 percent drop in its second-quarter net income.
Still, the nation's largest newspaper publisher with more than 80 dailies said its results are showing improvement, and to show confidence in its business prospects, Gannett said it is resuming share buybacks and doubled its quarterly dividend.
Gannett said Monday that its net income fell to $151.5 million, or 62 cents per share, in the quarter ended June 26. That's down from $195.5 million, or 81 cents per share, at the same time last year.
Excluding one-time items, Gannett earned 58 cents per share. On this basis analysts polled by FactSet had expected adjusted earnings of 57 cents a share.
Revenue slipped 2 percent to $1.33 billion, close to the $1.34 billion that analysts were expecting.
"Overall, the results reflect the current state of economies here and in the U.K., strength in some sectors while (weakness) in others, a challenging environment for ad demand," said Chairman and CEO Craig Dubow in a conference call with investors.
Gannett said its company-wide digital revenue rose nearly 13 percent when compared with the year earlier, to $276.2 million. This consists of standalone digital businesses such as CareerBuilder.com, which Gannett said did well despite the anemic job market. It also includes digital revenue generated by other businesses, such as newspaper websites.
But its publishing division's advertising revenue, which counts both print and digital and makes up about half of the company's total, fell nearly 7 percent to $646.9 million. Print advertising revenue has been shrinking at most major newspaper publishers as advertisers turn to free or cheaper alternatives online.
Revenue at Gannett's broadcasting segment grew slightly to $184.4 million from $184 million. Last year's results were boosted by $11.7 million in political advertising that didn't happen this year.
In a sign of optimism, Gannett doubled its regular quarterly dividend to 8 cents from 4 cents. The company had cut its dividend sharply -- and for the first time ever -- from 40 cents in December 2008 amid the height of the economic meltdown.
In June, Gannett announced it is laying off 700 workers to cope with the ongoing advertising slump. This amounts to 2 percent of the company's work force, Gannett's biggest round of cuts in two years. Such ongoing cost cuts have helped the company to stay profitable for shareholders throughout the downturn.
Gracia Martore, Gannett's chief operating officer, said in the conference call that the company currently has "no intentions of looking at further reductions, but obviously that has to be driven by each individual business' prospects and revenue opportunities going forward." That said, she added that the company has been adding staff in key digital areas, as well as its broadcast division.
Shares of Gannett, which is based in McLean, Va., fell 43 cents to $13.05 in morning trading amid a broader market decline.
Mecom Regnskab 
MECOM GROUP PLC
INTERIM RESULTS FOR THE SIX MONTHS ENDED 30th JUNE 2011
ROBUST PERFORMANCE DESPITE DIFFICULT TRADING CONDITIONS
Mecom Group plc ('Mecom' or 'the Group') announces its interim financial results for the six
months ended 30th June 2011.
HIGHLIGHTS1
• Total revenue from ongoing operations down 1 per cent at €672.2 million
• Advertising revenue from ongoing operations down 4 per cent, or €11.9 million, to
€313.5 million
• Adjusted EBITDA from ongoing operations of €66.1 million (2010: €67.8 million);
EBITDA Margin of 10 per cent (2010: 10 per cent)
• Adjusted earnings per share of 18.1 Euro cents per share, up 22 per cent from 14.8 Euro
cents per share in 2010
• Improved cash conversion leading to closing net debt of €301.9 million (30th June 2010:
€354.9 million; 31st December 2010: €310.7 million) - leverage ratio of 2.0 times (30th
June 2010: 2.5 times)
• Interim dividend of 5.5 Euro cents per share expected to be paid on 26th October 2011
(subject to the reduction of Mecom Group plc's share capital, which is expected by
mid-September)
• Agreement announced to sell the Group's 51 per cent investment in Presspublica for
€20 million (before expenses of approximately €1 million), with completion expected
in September 2011
• Subsequent to the half year, Group IT outsourcing contract signed, with IT operating
costs to be reduced by over €12 million per annum once transition is completed, with
some benefit expected in 2012
MECOM GROUP PLC
INTERIM RESULTS FOR THE SIX MONTHS ENDED 30th JUNE 2011
ROBUST PERFORMANCE DESPITE DIFFICULT TRADING CONDITIONS
Mecom Group plc ('Mecom' or 'the Group') announces its interim financial results for the six
months ended 30th June 2011.
HIGHLIGHTS1
• Total revenue from ongoing operations down 1 per cent at €672.2 million
• Advertising revenue from ongoing operations down 4 per cent, or €11.9 million, to
€313.5 million
• Adjusted EBITDA from ongoing operations of €66.1 million (2010: €67.8 million);
EBITDA Margin of 10 per cent (2010: 10 per cent)
• Adjusted earnings per share of 18.1 Euro cents per share, up 22 per cent from 14.8 Euro
cents per share in 2010
• Improved cash conversion leading to closing net debt of €301.9 million (30th June 2010:
€354.9 million; 31st December 2010: €310.7 million) - leverage ratio of 2.0 times (30th
June 2010: 2.5 times)
• Interim dividend of 5.5 Euro cents per share expected to be paid on 26th October 2011
(subject to the reduction of Mecom Group plc's share capital, which is expected by
mid-September)
• Agreement announced to sell the Group's 51 per cent investment in Presspublica for
€20 million (before expenses of approximately €1 million), with completion expected
in September 2011
• Subsequent to the half year, Group IT outsourcing contract signed, with IT operating
costs to be reduced by over €12 million per annum once transition is completed, with
some benefit expected in 2012
27/7 2011 13:04 mortenguld1 044377 ja, det ser jo fint ud...Har stadig en portion i Mecom, men har fundet en multimedia Aktie med p/e under 1 og k/i på 0,5.. Jeg snakker om Trinity Mirror PLC. Rygter siger at deres søndags-oplag er steget med 1 million aviser siden News of the world lukkede.. Overvej hvad det vil betyde for bundlinjen de næste kvartaler ? !
http://www.guardian.co.uk/media/2011/jul/19/news-world-boosts-sunday-mirror
http://www.guardian.co.uk/media/2011/jul/19/news-world-boosts-sunday-mirror
27/7 2011 13:08 mortenguld1 144378 Aktien er tynget af beskyldninger om, at Trinity også brugte hacking i 2000-2003..noget som ledelsen blankt afviser og de har derfor sat en undersøgelse igang..den vil blive publiceret i september. Kvartalsregnskab her den 12. august..Er helt uforståelig overfor hvordan denne kan handle så billigt..Se engelsk debat her - http://www.iii.co.uk/investment/detail?type=&code=cotn%3ATNI.L&it=&display=discussion
