1- So SWM is owning the TV market atm but the decline in viewership is scary. Take the good with the bad I guess!
2- Good to see debt facility decreased for the next 4 years.
3- From KS:
The Board and Management continued to maintain a conservative approach to our balance sheet and managing investment in our digital future and content in a disciplined way. We understand the desire from our shareholders to see a resumption of dividends and we have been consistent in our communication that we are constantly monitoring our capital management options and will act in the best interests of the company and all shareholders on this topic. Above all, our objective around any dividend decision is that it will be sustainable.
Take what you like out of that, he didn't really take a stance imo. Rather he acknowledged our frustration.
4 - digital earnings likely to surpass 50% of total earnings. SWM leading the charge for digital in the traditional media space.
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