1. Nbc universal was extra cost 40mln as a set up , this will deliver more revenue in 2024
2. Cost is fixed for number of things ..main sporting rights till 2031 and that is a good thing in inflationary environment
3. VOZ ..CODE7 WILL be a game changer and industry standard as CEO said and will allow to sell more and better cost per unit. This is expected in 2024. last year 4. Digital is now 50% of the business , just 5 years ago it was 5%
5. We are at soft point of the market.. despite 2 olipmpics last year , we grew market share and revenue down only 3% 6. I expect revenue to increase : catalysts NBCU, VOZ& Code 7, 40% market share ( extra 40mln), Digital..we only need 4% increase to cover cost..and still deliver approx 300mln Ebita
7. People are watching content ..data is there and VOZ & code 7 ( example was given I presentation) Farmer wants a wife...will deliver va story to advertisers and shows that we should stop just talking TV....TV today is more then just a box...!!!
SWM Price at posting:
32.0¢ Sentiment: Buy Disclosure: Held
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