Australian (ASX) Stock Market Forum

TEN - Ten Network Holdings

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Bazmate said:
Take over talk eh???:cool:
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Bazmate, can you please link to where this takeover talk has been mentioned in the mainstream media?

We have rules about posting rumours at ASF and idle forum chatter is not considered a legitimate source.
 
PB, thank you for the link. Much appreciated! That's all I was asking Bazmate for.

I have no problem at all with people discussing rumours published or broadcast in the mainstream media, but I don't think it's prudent to be discussing rumours that originate on internet forums.

All I ask is that if someone refers to rumours that they identify where they saw or heard the rumour. If it was broadcast on radio or television, please mention on what channel/station and by whom and if it is from a news website please provide a link to the original article.
 
Joe Blow said:
PB, thank you for the link. Much appreciated! That's all I was asking Bazmate for.

I have no problem at all with people discussing rumours published or broadcast in the mainstream media, but I don't think it's prudent to be discussing rumours that originate on internet forums.

All I ask is that if someone refers to rumours that they identify where they saw or heard the rumour. If it was broadcast on radio or television, please mention on what channel/station and by whom and if it is from a news website please provide a link to the original article.
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Sorry for my indiscretion and lack of reference; just a bad assumption that the news was common knowledge.:eek:

Baz
 
piggybank said:
Pardon Joe for stepping in here but I read this article a couple of hours ago.

Discovery and Foxtel eyeing an acquisition of Network Ten

Read more:

http://www.smh.com.au/business/medi...etwork-ten-20141105-11ha50.html#ixzz3IBGn466L
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TEN has already replied:
TEN has appointed Citi to assist in assessing a range of potential strategic options for the Company. TEN notes that while a number of potential strategic options have been considered to date, there is no guarantee any transaction will eventuate.
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http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01571584
 
And for the chartists it is nudging atm the 200 daily sma, on massive volume today, at 0.28, so will either reject or keep on going up.

Very interesting to watch.

Sorry I don't have ability to chart atm, matron is bringing lunch.

gg
 
I hope this is ok Garpal Gumnut?

141107 - TENs.jpg
 
These are some pretty good ratings improvements. Still not flowing through to the bottom line though.

TEN.jpg

Anecdotally, I've been watching Shark Tank which must be the first time in years I've watched anything on Ten.
 
McLovin said:
These are some pretty good ratings improvements.

Anecdotally, I've been watching Shark Tank which must be the first time in years I've watched anything on Ten.
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I think when it comes to media companies, the old saying of "Content is King" is very true, more hours of content are being consumed every week than ever before, but some of the traditional delivery systems (eg. TV broadcasters) are struggling,

People have a lot more options on where they can view content, So I think it's best to have exposure to companies generating high quality content that can be viewed on not just the companies own network, but which can be on sold to other various distributors around the world.

Take Disney for example, they own ABC network in the USA so they compete in free to air broadcast in much the same way as Channel Ten, However Disney's strength comes from being a high quality content generator, So they don't solely rely on that one distribution system/technology to generate revenue.

eg. The Movies/ TV shows/ documentaries etc they produce not only generate ratings on their channel. but also generate revenue on a multitude of other distribution platforms, as the content owner shows/movies generate revenue ffrom cinema tickets, DVD/ box set sales, syndication to other networks around the world, sales on iTunes/google play, leasing to Net flix, foxtel and other pay tv, youtube views etc. not only that but a hit show/movie will generate revenue through other consumer products such as books, kids toys, clothing etc.

As the delivery systems continue to become more diverse, the Content generators are the ones that will generate the best investment returns, especially the ones with the high quality, highly marketable content.

Sure shark tank is an interesting show, and gets good ratings, but it is not as marketable as a show like modern family, desperate house wives, revenge or even talk shows like Jimmy Kimmel etc.

Look at Cinderella, it was made in the 1950's for less than $3Million, and still generates revenue each year through a whole bunch of platforms.

 
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Value Collector said:
I think when it comes to media companies, the old saying of "Content is King" is very true, more hours of content are being consumed every week than ever before, but some of the traditional delivery systems (eg. TV broadcasters) are struggling,

People have a lot more options on where they can view content, So I think it's best to have exposure to companies generating high quality content that can be viewed on not just the companies own network, but which can be on sold to other various distributors around the world.
Click to expand...

Horses for courses. Ten isn't going to become a worldwide distributor, but they create most of their own content these days or they have live sport. BBL, Masterchef, I'm a Celebrity, The Bachelor, Shark Tank, The Project, Family Feud. Those shows have led the recovery and have been in house. The days of being able to run endless episodes of The Simpsons are over. TEN had an over reliance in years gone by of syndicated American television. That's a pretty hard proposition to sell when everything is available for download. On the positive side, reality TV and news is cheap as chips to produce compared to TV sit-coms and dramas. There is a reason the news bulletins now seem to run from 3pm to 7pm on the commercial networks.
 
Value Collector said:
I think when it comes to media companies, the old saying of "Content is King" is very true, more hours of content are being consumed every week than ever before, but some of the traditional delivery systems (eg. TV broadcasters) are struggling,

People have a lot more options on where they can view content, So I think it's best to have exposure to companies generating high quality content that can be viewed on not just the companies own network, but which can be on sold to other various distributors around the world.

Take Disney for example, they own ABC network in the USA so they compete in free to air broadcast in much the same way as Channel Ten, However Disney's strength comes from being a high quality content generator, So they don't solely rely on that one distribution system/technology to generate revenue.

eg. The Movies/ TV shows/ documentaries etc they produce not only generate ratings on their channel. but also generate revenue on a multitude of other distribution platforms, as the content owner shows/movies generate revenue ffrom cinema tickets, DVD/ box set sales, syndication to other networks around the world, sales on iTunes/google play, leasing to Net flix, foxtel and other pay tv, youtube views etc. not only that but a hit show/movie will generate revenue through other consumer products such as books, kids toys, clothing etc.

As the delivery systems continue to become more diverse, the Content generators are the ones that will generate the best investment returns, especially the ones with the high quality, highly marketable content.

Sure shark tank is an interesting show, and gets good ratings, but it is not as marketable as a show like modern family, desperate house wives, revenge or even talk shows like Jimmy Kimmel etc.

Look at Cinderella, it was made in the 1950's for less than $3Million, and still generates revenue each year through a whole bunch of platforms.

Click to expand...



True. Ultimately it's just the content. Viewers are after the content, not the mode of delivery, and not the ads. Read that Ted Turner bought WB or some studio and set about selling all of it except the movie libraries - which he then use for his cable channels.

TV hasn't really changed much since it started in the 50s... who really have time or love a show that much to set the time and catch it there and then. We might have time for one or two show a week, the rest we can find on the iPad or the smart phones.

But they do have the infrastructure there, just need to revolutionise the way content are delivered and how they charge advertisers. The current rating and user demographic at prime time and what not... just a slow death.
 
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McLovin said:
Horses for courses. Ten isn't going to become a worldwide distributor, but they create most of their own content these days or they have live sport. BBL, Masterchef, I'm a Celebrity, The Bachelor, Shark Tank, The Project, Family Feud. Those shows have led the recovery and have been in house. The days of being able to run endless episodes of The Simpsons are over. TEN had an over reliance in years gone by of syndicated American television. That's a pretty hard proposition to sell when everything is available for download. On the positive side, reality TV and news is cheap as chips to produce compared to TV sit-coms and dramas. There is a reason the news bulletins now seem to run from 3pm to 7pm on the commercial networks.
Click to expand...

Ten's content is pretty much land locked on their network, and it's mostly "One swing" shows, where they have one chance to generate ad revenue, before the episode is shelved in the archives.

Their future is going to come down to how much market share they can take, using generic programing in fixed timeslots, in a world where there is growing sources of content where consumers can tailor their content to their preferred genres and time shift it as they like.

I guess I just don't see it as a growth business, they are heavily tied to one distribution type which is going to come under enormous pressure.

My money is on Disney, the business model just makes a lot more sense to me.
 
Value Collector said:
Ten's content is pretty much land locked on their network, and it's mostly "One swing" shows, where they have one chance to generate ad revenue, before the episode is shelved in the archives.

Their future is going to come down to how much market share they can take, using generic programing in fixed timeslots, in a world where there is growing sources of content where consumers can tailor their content to their preferred genres and time shift it as they like.

I guess I just don't see it as a growth business, they are heavily tied to one distribution type which is going to come under enormous pressure.

My money is on Disney, the business model just makes a lot more sense to me.
Click to expand...

MGM was it? Cool.

----

And these network ought to also advertise their shows in other media besides their own channel and a couple of billboards. Not smart to attract traffic where the viewers don't really need that much more convincing. Even Clime asset management follows me around the web and I've been to their site only a couple of times for fun.

Strange how after we analyse and study companies the ones we settle for tend to be so "obvious" and doesn't seem to be needing that much work to know it's what you ought to get into.
 

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