View Poll Results: Will You Invest In This IPO
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Yes I Will Invest
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29-05-2022, 08:18 AM
#521
Key points from last weeks AGM. Looks good to me.
Outlook
• Strong and stable film slate for 2022/23, anchored around tentpole releases but with increasing diversity
• Cinemas open with few operating restrictions and moviegoers attending in big numbers
• Moviegoing has cemented its pivotal role as a key element of the film industry
• Studios unanimously support an exclusive theatrical window
Vista Group
• Good Q1 revenue, ARR of $100m for first time, Retriever to add $3m revenue to full year, close watch on Vista China
• Our purpose is to bring more people together to enjoy the magic of movies and cinema
• Terrific potential for our platform strategy – likely to be more substantial over time than we originally thought
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30-05-2022, 08:54 AM
#522
Vista Group signs first major cinema circuit to Vista Cloud - NZX, New Zealand’s Exchange
Vista Group International Limited (NZX & ASX:VGL) is delighted to announce that it has entered into an agreement to transition an existing major enterprise client in Latin America to the Vista Cloud platform.
The ten year agreement includes Vista Group’s platform (Vista Cloud, Vista Digital and Movio EQ) and integration with Vista Group’s portfolio companies, Numero and Maccs. The transition is a transformational project for the enterprise client involving the transition of over 300 sites to the platform over time. The project will commence in Q3 2022 with Vista Digital and Movio EQ, with Vista Cloud rolling out progressively after that.
While the commercial arrangements are confidential and subject to final terms and conditions, once fully rolled out the agreement is expected to result in the Latin American exhibitor becoming one of Vista Group’s largest clients globally. The deal involves annual subscription fees and variable fees connected to the value of the transactions processed through the platform.
Kimbal Riley, Group Chief Executive, said “This is a fantastic deal for both parties and a strong vote of confidence for our platform. The agreement is in line with our expected SaaS revenues and in 2022 and 2023 we will be very focussed on bringing this client, and others in the pipeline, on board. We are especially excited to be bringing Vista Digital and Movio EQ to life in this circuit, delivering measurable value quickly is one of the key benefits of our new cloud technology.”
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30-05-2022, 11:43 AM
#523
Share price today at $1.63 . Still along way from pre COVID high of $5.91 (30/6/19).
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30-05-2022, 04:19 PM
#524
Originally Posted by Shareguy
Share price today at $1.63 . Still along way from pre COVID high of $5.91 (30/6/19).
Yeah..but look at how well VGL behaves over the last 5 years with simple TA charting... could be good odds when VGL breaks out of its down trend channel pattern.
The chart below shows it all.....only wished I had the discipline to act on it ....Disc: Holding.
Last edited by Hoop; 31-05-2022 at 09:43 AM.
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30-05-2022, 04:23 PM
#525
Intermittently I can not upload the chart correctly. This is the second time now..A Site problem?
EDIT: Reloaded chart file the next morning and it worked
Last edited by Hoop; 31-05-2022 at 09:45 AM.
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31-05-2022, 04:58 PM
#526
Latest Craig’s research note. Overweight target price $2.62
FY22 will see further recovery
Vista issued FY22 revenue guidance for $118-123m, or 20-25% growth YoY. The midpoint is, however, c7% below consensus and 3% below CIPe. Vista called out some cost pressures in the business and guided for opex to increase to c$110m, implying flat EBITDA at the low end of the revenue guidance range and good growth at the top end. Guidance is underpinned by several conservative assumptions, including: (1) box office in 2022 to remain well below 2019 levels, which may prove too low given the quality of the film slate and recent removal of most Covid restrictions in key US/EU markets (see p4) (2) no contribution from the recently acquired Retriever Solutions cinema operator ERP software business, which generates c$2m/yr from c200 sites and (3) a NZ$/US$ fx rate of c0.70 (vs current fx 0.68). As such, we think revenue could well be delivered in the mid-upper end of the range.
Cloud is the key
Vista Cloud was launched in August, with the first customer going live in January, a few months behind schedule. We expect Vista to transition 1-2% of its installed base over in FY22, with momentum growing in FY23 and beyond as Vista starts to onboard larger customers. The company remains confident c35-40% of the base can transition by the end of FY25, although we think the business will need to hire more engineers to deliver on these targets. Importantly, Vista has indicated that, based on deals already signed, recurring revenue per screen is likely to increase more than the 50-150% previously indicated from moving to the cloud.
Retain Overweight, $2.62 target price
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06-06-2022, 07:10 AM
#527
Looks very positive. Warren Buffett sees value buying more of Paramount.
https://www.cnbc.com/2022/05/29/top-...om-cruise.html
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06-06-2022, 04:17 PM
#528
Member
Originally Posted by Shareguy
Have you been watching “the offer” on TVNZ on demand? It’s about the making of the godfather, which was a paramount production. Really interesting and great viewing.
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19-06-2022, 09:23 PM
#529
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18-08-2022, 08:51 AM
#530
‘Avatar,’ Spider-Man and Star Wars return to the big screen as summer box office winds down
The timing of Disney and Sony’s rereleases comes as the box office ticket sales are down 30% compared to 2019, and there have been 30% fewer movies released in theaters.
https://www.cnbc.com/2022/08/16/avat...-theaters.html
one step ahead of the herd
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