Tuning out of Consolidated Media
The Australian pay TV sector is characterised by structural uncertainty, complicated share structures and unattractive pricing. We’re getting out.
Pay TV: All about the content
One of these companies is at the bottom of a big pipe and the other at the top. No prizes for guessing where Stokes and Packer sit. But should you follow them?
27 Aug 09 - Reporting wrap
Sixteen stocks on the block today; from Abacus Property to Woolworths, and many others besides.
Stokes stalks Consolidated Media
The media has had fun speculating about Kerry Stokes’s raid on James Packer’s media investment company. Having followed the stock for some time, we've been pondering the likely end game and its implications for investors.
Struggling PBL Media weighs on CMH
Private equity debt is suffocating Channel Nine, but this media group’s bigger and better assets are still performing well.
Plot thickens for Seven and CMH
Rumour has it that Seven has taken a stake in CMH. If so, it highlights our concerns about management.
Packer and Stokes find another Bondy
After offloading part of their media empires to private equity, Kerry Stokes and James Packer have cash to burn – which is just what we’re afraid of.
Packer's Consolidated Media
Are James and Lachlan trying to pull an 'Alan Bond'? And what are the Packer family's last remaining public media assets actually worth?
PBL does the splits
By now, you'll have received the documentation to split PBL into two companies. Despite the tax complications, it seems like a sensible move to us.
Nine weddings and Seven lawsuits
Nine and Seven have been battling it out in the courtroom as well as over the airwaves. This fight may have been won but it’s just one part of a long war in the media industry.
PBL doubles down with Crown
Eighteen months after the death of his father, James Packer has made some big changes at PBL.
Media and Macau show PBL's value
A number of positive developments at PBL have upped our estimate of its value.
It's tea and bikkies time
We’re in the midst of AGM season, so here are reports on four that we have recently attended.
Changing of the guard at PBL
The directors’ report is rarely good reading unless you’re trying to beat insomnia, but at least PBL has a star cast.
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