Hey mate, i like your input and i also am down on...

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Red Dirt Dan

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18/02/20

19:24

Post #: 43005116
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Originally posted by allperformers: ↑

aside from a deteriorating financial position from a front and operational perspective Seven is in trouble. There are some investors on here talking about it from the contrarians sense and even then the valuations certainly don’t stack up they talk about market cap - rather than enterprise value for one.

from an operational sense there is serious trouble because the ads especially on MKR have had much lower audiences this results in advertisers now receiving free make up ads as compensation. This will most likely have to flow on to their guaranteed audience numbers such as AFL and the Olympics which of course eats into their yield for these premium content.

Seven UpFronts also talked about a strategy BASED HEAVILY on the Prime merger - namely reaching 90% of audience with one phone call. This is now left agencies confused as to what to expect in 2020.

no one is gonna merge with seven the way it is. They’re panicking internally why else would you try and buy a competitor when they pay you $60 million a year in revenue - Prime. Why else sell off or even contemplate seven studios - why? In the case of seven studios the money they make from streaming services is extremely marginal it’s not a big profit spinner as some would believe. It is usually a deal based on 10% over cost this is a standard for Netflix as an example. And I guess James is now smart enough to realise it’s better off selling seven studios...

i’ve lost a packet on it but I don’t think other people should make the same mistake and some people on here are either ignorant of all the facts or just trying to ramp up the stock.

Their lives are hope in a little share price appreciation around Olympics, that’s the only positive.

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Hey mate, i like your input and i also am down on investment...try and hold firm and leave the emotion aside...although easier said than done.....
I have a question with your statement...

What did you mean by..."Seven UpFronts also talked about a strategy BASED HEAVILY on the Prime merger - namely reaching 90% of audience with one phone call. This is now left agencies confused as to what to expect in 2020" ?

Once again, thanks for your comments...they are appreciated...

SWM Price at posting: 20.5¢ Sentiment: Buy Disclosure: Held
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Last 17.0¢		Change 0.000(0.00%)		Mkt cap ! $261.6M

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