Analysts traditionally ascribe higher multiples to old business ..and less to a new business..
what Analysts needs to understand is that here we have a great balance:
1. Old- Australian Content generation, news, shows, political overage, sport coverage ...stable and needed for Australia and Netflix and likes will not enter here..it provides solid revenue a d rock solid cost platform from whiis ch we stepped into NEW..
2. NEW - now approx 45% of company Ebita..is digital sourced...and growing as we own content and have a great library and essentially incure here very low cost ( due to leveraging OLD)
Market prices company 2x of Ebita...where 50%is digital and growing 35% yoy...
SWM Price at posting:
39.0¢ Sentiment: Buy Disclosure: Held
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