NZME - New Zealand Media & Entertainment

[percy]

Forward prospects in more a tighter recessionary environment ahead could be an issue

You missed the "well positioned" in their outlook..lol
Outlook
Operating Environment
• There are positive signs for 2024, with January and February advertising revenues pacing ahead of last year, business and consumer confidence
on upward trends, and a recovering real estate market. However, sentiment among market commentators remains one of economic uncertainty
and there is no clear consensus on the outlook.
• We are well-positioned to deliver improved results as market conditions improve. We remain conscious of continued cost pressures across our
business and will focus on efficiency improvement opportunities.
• OneRoof has achieved digital revenue growth of over 80% across January and February 2024.

[Marilyn Munroe]

Rupert Murdoch knew how to market newspapers. Give them what they want, hence page 3 girls in The Sun with a subsequent boost in circulation.

The young do not read newspapers. Those who do are likely to be older and hold views on the conventional part of the political spectrum.

Why then is the editorial content of the New Zealand Herald full of agit-prop against the current coalition government which we can assume enjoys substantial support amongst subscribers.

Boop boop de do
Marilyn

[nztx]

Rupert Murdoch knew how to market newspapers. Give them what they want, hence page 3 girls in The Sun with a subsequent boost in circulation.

The young do not read newspapers. Those who do are likely to be older and hold views on the conventional part of the political spectrum.

Why then is the editorial content of the New Zealand Herald full of agit-prop against the current coalition government which we can assume enjoys substantial support amongst subscribers.

Boop boop de do
Marilyn

probably positioning themselves to show how deserving they are for another payday support fund to play nicely and a free lunch

Relying just the Adverts rake in and having the delivery guys on subsistence rates might be a bit too tough a form of media survival after the trick & treat hijinks of the last easy money easy go Labour mob

[percy]

http://nzx-prod-s7fsd7f98s.s3-websit...562/415589.pdf

Wondered who bought the big parcel recently traded.
Spheria Asset Management have moved to 19.1248% up from 13.381%.

[percy]

Pinnacle Investment Management Group Limited,adding to their holding.
http://nzx-prod-s7fsd7f98s.s3-websit...638/415670.pdf

[percy]

https://api.nzx.com/public/announcem...287-420181.pdf

[nztx]

https://api.nzx.com/public/announcem...287-420181.pdf

so NZME are positioning themselves for Aussie ownership again ?

How did last time go ?

[percy]

so NZME are positioning themselves for Aussie ownership again ?

How did last time go ?

Looks to me as they are there already.


Total Number of Shares:186680461 Extensive Shareholding:Yes
Shareholders in Allocation:
Allocation 1:36746005 shares (19.68%)

HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED
Level 32, 580 George Street, Sydney, Nsw, 2000 , Australia
Allocation 2:25297520 shares (13.55%)

CITICORP NOMINEES PTY LIMITED
120 Collins Street, Melbourne, Victoria, 3000 , Australia
Allocation 3:21018589 shares (11.26%)

NEW ZEALAND CENTRAL SECURITIES DEPOSITORY LIMITED
2 The Terrace, Wellington, 6011 , New Zealand
Allocation 4:12992465 shares (6.96%)

Bnp Paribas Nominees Pty Ltd
60 Castlereagh Street, Sydney, Nsw, 2000 , Australia
Allocation 5:9567081 shares (5.12%)

J P Morgan Nominees Australia Pty Limited
Level 31, 101 Collins Street, Melbourne, 3000 , Australia
Allocation 6:7898513 shares (4.23%)

FNZ CUSTODIANS LIMITED
Fnz House, Level 3, 29a Brandon Street, Wellington, 6011 , New Zealand
Allocation 7:7642763 shares (4.09%)

Bnp Paribas Nominees Pty Ltd Acf Clearstream
60 Castlereagh Street, Sydney, Nsw, 2000 , Australia
Allocation 8:5392113 shares (2.89%)

HSBC Custody Nominees (Australia) Limited
Level 32, 580 George Street, Sydney, Nsw, 2000 , Australia
Allocation 9:4102678 shares (2.20%)

Bnp Paribas Noms Pty Ltd
60 Castlereagh Street, Sydney, Nsw, 2000 , Australia
Allocation 10:4020558 shares (2.15%)

FORSYTH BARR CUSTODIANS LIMITED
Forsyth Barr Limited, 35 The Octagon, Dunedin Central, Dunedin, 9016 , New Zealand

[Dlownz]

Aussies are not dumb. 10% return and besides the downs of 2019 and 2020 the digital transformation has taken shape well.
Handled the downturn in the economy well. Once rates come down this will go very well