DHX/B CN

DHX Media Ltd

TMT


Presented:06/12/2015
Price:CA$9.50
Cap:$0.95B
Current Price:CA$1.10
Cap:$0.16B

Presented

Date06/12/2015
PriceCA$9.50
Market Cap$0.95B
Ent Value$1.20B
P/E Ratio62.6x
Book ValueCA$2.07
Div Yield0.59%
Shares O/S123.32M
Ave Daily Vol455,551
Short IntN/A

Current

PriceCA$1.10
Market Cap$0.16B
DHX Media Ltd. is a supplier, distributor, and licensor of television and film productions. It produces, distributes, and exploits the rights for television and film programming. The company is focused on children's, youth, and family productions. DHX Media was founded by Charles William Bishop and Michael Patrick Donovan on February 12, 2004 and is headquartered in Halifax, Canada.

Publicly traded companies mentioned herein: Amazon.com Inc (AMZN), DHX Media Ltd (DHX/B CN), Netflix Inc (NFLX), Viacom Inc (VIA), Walt Disney Co/The (DIS)

Highlights

The presenter is long shares of DHX Media (DHX/B CN, or “DHX”), expecting significant long-term growth potential over the next five years and earnings to compound 20% - 25% annually. As a top children’s content platform, DHX is well positioned to grow the business through content distribution, production, merchandising, and licensing. The presenter thinks downside on the DHX TV business is limited, and also allows for additional optionality on industry consolidation, from which DHX could stand to benefit as an acquisition target.

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Idea Discussion

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