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Date | Firm | Action | From | To |
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2023-10-05 | Seaport Global | Upgrade | Buy | |
2023-08-30 | Benchmark | Upgrade | Buy | Buy |
2023-08-29 | Truist Securities | Upgrade | Hold | Hold |
2023-08-13 | Goldman Sachs | Upgrade | Neutral | Neutral |
2023-08-10 | Morgan Stanley | Upgrade | Equal-Weight | Equal-Weight |
2023-08-09 | Rosenblatt | Upgrade | Buy | Buy |
Date | Name | Relation | Quantity | Description |
---|---|---|---|---|
2023-11-27 | CLYBURN MIGNON L | Director | 23.03K | Stock Award(Grant) |
2023-11-27 | CRAWFORD GORDON | Director | 285.71K | Stock Award(Grant) |
2024-03-06 | FELTHEIMER JON HENRY | Chief Executive Officer | 429.36K | Purchase |
2023-11-27 | FINE EMILY | Director | 10.71K | Stock Award(Grant) |
2024-03-31 | HARKEY JOHN DANIEL JR | Director | 112.46K | Stock Award(Grant) |
2023-11-27 | MCCAW SUSAN | Director | 30.28K | Stock Award(Grant) |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | MHR Fund Management, LLC | 20.13M | 177.73M | 24.10% |
2023-06-29 | Vanguard Group Inc | 6.73M | 59.45M | 8.06% |
2023-06-29 | Blackrock Inc. | 6.52M | 57.54M | 7.80% |
2023-06-29 | Invesco Ltd. | 5.94M | 52.45M | 7.11% |
2023-06-29 | Jericho Capital Asset Management, LP | 4.05M | 35.75M | 4.85% |
2023-06-29 | Jefferies Financial Group Inc. | 3.73M | 32.89M | 4.46% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Vanguard Total Stock Market Index Fund | 2.28M | 20.09M | 2.72% |
2023-06-29 | Vanguard Small-Cap Index Fund | 1.62M | 14.34M | 1.94% |
2023-08-30 | Invesco ETF Tr-Invesco Dynamic Leisure & Entertainment ETF | 1.38M | 10.93M | 1.65% |
2023-08-30 | iShares Russell 2000 ETF | 1.36M | 10.81M | 1.63% |
2023-06-29 | Vanguard Small Cap Value Index Fund | 1.12M | 9.86M | 1.34% |
2023-06-29 | Vanguard Extended Market Index Fund | 988.64K | 8.73M | 1.18% |
Dividend | Date |
---|---|
0.09 | 2018-09-27 |
0.09 | 2018-06-28 |
0.09 | 2018-03-28 |
0.09 | 2016-06-28 |
0.09 | 2016-03-29 |
0.09 | 2015-12-29 |
A long way from $35 to $11 since this interview.. Come on Mike.. let’s here what you have to say now 70% lower!!!!!!
Malone Discovery Liberty Media all holders and on Board .. who the hell knows what they thinking these days .. you are talking about multi millionaires and billionaires.. their LGFA holdings chump change and stock price irrelevant to them.. too much ego now to sell at $20 $25 when they supposedly turned down $40.. think Lionsgate for this mgt and board spun a web of M&A lies to prop up stock
Big deep pocket media tech buyers can’t pull trigger on LGF with Feds all over antitrust bullshit witch hunt which is just a a big fine scam and more money pouring into their lobbyists buddies pockets ... once this passes as it always does, LGF will be in play big time .. question now is will this Mgt and Board accept a $25 offer ??? the days of $40 plus are so long gone (if any of that $40 offer BS was ever real???) they better wake up to reality
likely main reason why no buyers stepped in to buyout LGFA... don’t want to stir up more FTC Antitrust scrutiny ... sucks and bad timing for LGFA that should have gotten offer by now ...
If no action to hire a strategic advisor to divest Starz or find PE buyout M&A deal very soon then they simply soaking this company dry for personal gains .. how much can we pocket in salary bonus and cash out options before it implodes ... the lack of vision and complete blinders on with this mgt. and their delusional strategy to compete globally with Netflix Apple ATT Comcast Google Disney ..
This Mgt. and board has wiped destroyed $8 billion in shareholder value over last 4 years .. down 75% .. better wake up and course correct this sinking ship or it is going to crater back to $4-5 a share with a year to 18 months .. insane mismanagement and incompetence..
Anyone explain these Discovery transactions from my prior post ? something related to the Starz merger or other portfolio protection related to long positions
odd trading down 4% on such light volume .. management and board need to articulate a shareholder friendly strategic plan and stop pretending they are the next Netflix .. crazy lack of transparency and vision.. talk a big shareholder value game but need to now get serious about a strategic M&A plan .. announce they hired advisors to evaluate options...
And while most of Apple deals as of late have been relatively small, Wall Street is speculating a big deal may be on the horizon.
$LGF.A
"Apple generates more cash than some countries and in our opinion the trifecta of buybacks, dividends, and more aggressive M&A will be the strategy for Cook & Co. going forward," Wedbush managing director Dan Ives told FOX Business. "We believe Cupertino is poised to get more aggressive on M&A with its latest $1 billion Intel 5G acquisition the tip of the iceberg in our opinion with more content acquisitions potentially on the horizon."
LGF isn’t going to be independent 12-18 months out .. willing to hold for now until big media tech digest recent acquisitions and Congress big tech monopoly hearings pass ..
I’m holding my 8,000 shares .. worth more than $12 and too many large media tech companies need LGF even at $25 or $30 a share
Like the company but starting to hate Mgt. and Board .. if they truly got a $5B offer for Starz then let stock keep sinking.. fiduciary malpractice and self serving
NFLX getting whacked taking down LGF today due to slower than expected International growth .. NFLX even loss US subscribers... NFLX blamed poor content lineup... who has content production and pipeline on the cheap ???
Apple needs scale content ASAP for Apple TV+ streaming later this year.. LGFA is pittance in relation their cash hoard .. question is will Mgt. Board wake up and sell if an offer made .. even at $25-30 now more than fair .. could they squeeze them for $32-33.. probably.. $40+ days long gone
Apple will buy LGFA/B .. Netflix already negative cash flow and in debt .. although they could bring down original content purchases and bring most in house plus secure more proprietary content given all others pulling content off Netflix
Apple still very likely to buyout LGF to build scale and production.. I would rebrand STARZ to Apple TV+ .. Apple way behind others and needs to jump start Apple TV+ subscription service ASAP