Up or Down ??, page-4655

1. I doubt Ord Minnet analysts will dive deep ...more extrapolating LY results..most are not accountants ...we seen how wrong all investment house has been here...but in any case seems to be pointing to min Ebita 300mln...

2. Now on moats...it is what it is..but here is the Value unlocking if market thinks this way...

why Market is wrong...it is pricing decline and death of t SWM in 3 years ....will SWM ( or NEC)offering stop to attact customers in 3 years?
a. We have Australian made for Australian content..we own studio ..many shows which are Australian goes deep into our culture..and immigrants learn it too..
B. News , local, state ,federal politics coverage..it is essential repetetive business..no Netflix or Amazon will do it
C. Decline is now in Netflix and Amazon..etc...as pointed out by Klogg...why? Business like SWm which has more targeted content ,suited for local tastes, uniting nation and made locally with high quality and Delivered now Digitally ...Fighting back and winning eaiball time..we seen it in our Digutal growth..
D. We cover most of Australia, biggest reach..it speaks power from pricing point of view..
E. NBCU deal just adds strength as Content building players unite and form their own digital alliance...

F. SET UP studio like SWM will cost min 500mln..