DHX/B CN (Update)

DHX Media Ltd

TMT


Presented:10/27/2015
Price:CA$8.49
Cap:$0.84B
Current Price:CA$1.10
Cap:$0.16B

Presented

Date10/27/2015
PriceCA$8.49
Market Cap$0.84B
Ent Value$1.17B
P/E Ratio49.94x
Book ValueCA$2.11
Div Yield0%
Shares O/S123.98M
Ave Daily Vol199,569
Short IntN/A

Current

PriceCA$1.10
Market Cap$0.16B
DHX Media Ltd. is engages in the business of producing, distributing, broadcasting and exploiting the rights for television and film programming primarily focusing on children's, youth and family productions. The company is internationally in the creation of content for families and children, is recognized globally for such brands as Yo Gabba Gabba!, Caillou, Teletubbies, It is a global children's entertainment company. DHX Media was founded by Charles William Bishop and Michael Patrick Donovan on February 12, 2004 and is headquartered in Halifax, Canada.

Please note, this is an update to Long - DHX Media Ltd, which was originally presented on 10/06/14. As well, this idea was updated again on 06/13/16 and can be read here: Long - DHX Media Ltd.

Publicly traded companies mentioned herein: Alphabet Inc (GOOGL), Amazon.com Inc (AMZN), DHX Media Ltd (DHX/B CN; DHXM), Netflix Inc (NFLX), Viacom Inc (VIA), Walt Disney Company (DIS)

Highlights

The presenter remains long shares of DHX Media (DHX/B CN, DHXM, or “DHX”), reaffirming his belief in benefits from Canadian government incentives for content producers and the broader strength of the children’s media space. The company “continues to compound earnings, but the stock isn’t moving up.” In addition, he is still hopeful for deal activity or strategic partnership interest from a mega-player.

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Idea Discussion

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