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Nation Media Group, 1H 2014 at last - B-flat
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muganda
#1 Posted : Thursday, August 28, 2014 4:40:54 PM
Rank: Elder


Joined: 9/15/2006
Posts: 3,905
Alright so NMG finalllyyyy share the old news. Everything about the divisions is positive, so what's the issue?

Revenues:
Digital +10%

Operating profits:
NTV +131%
Business Daily +80%
Mwananchi Tz +50%
Rwanda +25%

I'll tell you what's up... it's Nation Newspapers operating profit up 1% and that Digital. That's why EPS remains at 6.03 and dividend at 2.50.

Some would say it's because last year was an election year. Anyways link http://t.co/hYI7GfLeY6
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murchr
#2 Posted : Thursday, August 28, 2014 4:57:30 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
Not bad, and that was expected gazeti as we knw it is not a money maker now. I see an increase on int div
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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muganda
#3 Posted : Monday, September 01, 2014 4:13:28 PM
Rank: Elder


Joined: 9/15/2006
Posts: 3,905
Interesting start of interview: http://www.cnbcafrica.com/video/?bctid=3506871377001

CEO: 'I focussed my presentation on showing the underlying business. The print business grew by double digits; our tv business grew by double digits, our radio business grew by double digits; and our digital business grew by triple digits'
Interviewer: 'So what is the disconnect?' smile

He says the problem is they provided from government debts from IEBC and the like after 90 days. Government related debt way above 300m which would have been a 17% growth.

But he says now is the time for consolidation.
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Mart_Consult
#4 Posted : Tuesday, February 17, 2015 3:28:53 PM
Rank: Member


Joined: 11/7/2013
Posts: 127
Location: Nairobi, Kenya
What's the effect with this whole digital migration debacle playing out?
I went into the (Ferry) industry knowing the same thing I knew with all other businesses I went into- Nothing. Then I built it from there. - Sheldon Adelson (Titans at the Table- Giants of Macau)
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mlennyma
#5 Posted : Tuesday, February 17, 2015 3:49:12 PM
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Joined: 7/21/2010
Posts: 6,183
Location: nairobi
Mart_Consult wrote:
What's the effect with this whole digital migration debacle playing out?

it depends on how quickly they fix the dispute
"Don't let the fear of losing be greater than the excitement of winning."
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murchr
#6 Posted : Tuesday, February 17, 2015 5:33:41 PM
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Joined: 2/26/2012
Posts: 15,980
mlennyma wrote:
Mart_Consult wrote:
What's the effect with this whole digital migration debacle playing out?

it depends on how quickly they fix the dispute


I hope AKDN is in the process of changing the current board and management.
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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muganda
#7 Posted : Tuesday, February 17, 2015 5:59:55 PM
Rank: Elder


Joined: 9/15/2006
Posts: 3,905
mlennyma wrote:
Mart_Consult wrote:
What's the effect with this whole digital migration debacle playing out?

it depends on how quickly they fix the dispute


Nation Media Group have unwittingly enjoined their shareholders in a 'cause'. First it was Uganda (TV), then Tanzania (EA newspaper), now Kenya (TV). All against governments!

They just seriously need to fire and hire their Corporate Affairs head/team. These causes, do you think they yield shareholder value? In media of all places: an industry in overhaul world over Sad

Now Vodafone, there's a company that knows how to wangle their way around regulators and governments.
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sparkly
#8 Posted : Tuesday, February 17, 2015 6:13:44 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
muganda wrote:
Interesting start of interview: http://www.cnbcafrica.com/video/?bctid=3506871377001

CEO: 'I focussed my presentation on showing the underlying business. The print business grew by double digits; our tv business grew by double digits, our radio business grew by double digits; and our digital business grew by triple digits'
Interviewer: 'So what is the disconnect?' smile

He says the problem is they provided from government debts from IEBC and the like after 90 days. Government related debt way above 300m which would have been a 17% growth.

But he says now is the time for consolidation.



Is it "government" debt or "political" debt?
Govt does not default but if you ran adverts for RAO in 2013/4 that's another matter.
Life is short. Live passionately.
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muganda
#9 Posted : Tuesday, February 24, 2015 8:02:01 PM
Rank: Elder


Joined: 9/15/2006
Posts: 3,905
The rout continues ...

On Tuesday, Nation Media Group (NMGK:NAI) closed at 258.00, 12.17% above the 52 week low of 230.00 set on Dec 22, 2014.
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jwatesh
#10 Posted : Tuesday, February 24, 2015 9:25:03 PM
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Joined: 8/19/2014
Posts: 125
Everyday millions of tv revenue lost
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Boris Boyka
#11 Posted : Tuesday, February 24, 2015 9:31:31 PM
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Joined: 11/15/2013
Posts: 1,977
Location: Here
jwatesh wrote:
Everyday millions of tv revenue lost

NMG will have Good FY 14 results . However the lost revenue in this digital saga will be felt greatly in H1 2015 results plus companies asking for refunds...God forbid as gains made will be eroded. Any estimate on daily revenue losses.
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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mlennyma
#12 Posted : Tuesday, February 24, 2015 10:22:46 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,183
Location: nairobi
Boris Boyka wrote:
jwatesh wrote:
Everyday millions of tv revenue lost

NMG will have Good FY 14 results . However the lost revenue in this digital saga will be felt greatly in H1 2015 results plus companies asking for refunds...God forbid as gains made will be eroded. Any estimate on daily revenue losses.

they were summoned by cma to caution shareholders on the likely effects of the switch off standoff
"Don't let the fear of losing be greater than the excitement of winning."
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Mike Ock
#13 Posted : Monday, March 02, 2015 4:22:26 PM
Rank: Member


Joined: 1/22/2015
Posts: 682
Boris Boyka wrote:
jwatesh wrote:
Everyday millions of tv revenue lost

NMG will have Good FY 14 results . However the lost revenue in this digital saga will be felt greatly in H1 2015 results plus companies asking for refunds...God forbid as gains made will be eroded. Any estimate on daily revenue losses.

I heard ScanGroup alone cancelled 140 million worth of placed orders following the digital kerfuffle.

On another note Nation's digital has also been undergoing a heavy beating after their whole sales team was poached by K24 and others a few months ago. They've been running mainly on Google ads for the last 3 months. Hapa numbers will have to be cooked HY 2015
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Boris Boyka
#14 Posted : Friday, March 06, 2015 10:10:42 AM
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Joined: 11/15/2013
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This share is getting a serious beating!!Pray
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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muganda
#15 Posted : Friday, March 06, 2015 10:49:16 AM
Rank: Elder


Joined: 9/15/2006
Posts: 3,905
Boris Boyka wrote:
This share is getting a serious beating!!Pray

Nation Media Group (NMGK:NAI) set a new 52-week low during today's trading session when it reached 225.00. Over this period, the share price is down 28.80 %.
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hisah
#16 Posted : Friday, March 06, 2015 11:32:14 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Wow! New year low printed. NMG is testing critical support levels. If it breaks down below 200 the sellside pressure will be strong measured against that jumbo volume cross trade. Turnover was around 6B with share price @313 back in Aug 2013. Btw that stands as the all time turnover on any particular counter listed on NSE. From 313 to 229 that's a 26.83% negative return.

With mpesa bank getting into the media space and the liberalization of the same sector with digital platform rollout the monopolistic trend is about done. FY 2015 numbers will not be rosy and the market is signalling this.

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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