Ann: Profit Guidance, page-9

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Sylah

83 Posts.

01/07/14

12:26

Post #: 13594113
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Originally posted by Klogg ↑

Sylah - I don't know the exact revenue from Mythbusters. But there is a note in the last annual report stating approximately 22% of revenue came from the one customer (one risk to take note of). Not quite sure who that is, but I can imagine it's some broadcasting network that buys a number of shows.

And I couldn't find the amortisation rates on television shows - but I do remember management stating they were very conservative in this regard (amortised a good deal of the capitalised amount after the season was no longer current). I have to find this again to be sure though, so don't take my word on it.

As for 7Beyond, I have no idea what impact this will have on the business. I can't imagine it'll be negative, as they'll produce the show together, with Beyond distributing it internationally. Should just mean a decent amount of content that can be distributed around the globe.

As for cash, I always like additional dividends unless they can make a decent acquisition (hopefully better than the last).

Sorry I couldn't help much with your questions...

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Thanks Klogg. No need to apologise, just voicing some thoughts and the information you have provided is great. Management do appear quite conservative on their accounting treatments which is great.

Appreciate your comments, hard to find any research or other investors interested in the stock (not a bad thing).

BYI Price at posting: $1.25 Sentiment: Buy Disclosure: Held
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