SWM 3.03% 17.0¢ seven west media limited

Ann: Investor Presentation and Trading Update, page-4

  1. 2,543 Posts.
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    Only negative was TVarket decline ..but then it stated it will grow again...in any case we grew market share in the declining market...

    Page 11 is the best - gives you a geeat BVOD view..

    we are growing at 34% in this market and it is worth over 6bln....this can be insane profitable...as many metrics such as Asset turnover, ROIC will explode..

    investors needs to start valuing it not as an old TV linear business but ascribe it higher multiples on digital earnings which is over 40..45% of the company earnings and growing at over 34%..
 
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