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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 |
At $9.97 still significantly undervalued.. It wasn’t long ago it was $14 or $18 or $28 or $32 and was has fundamentally changed since then ? nothing
Bombshell buzz and SAG and Oscar buzz is certainly helping .. tide is turning now to big upside from this level and for sure peeking the interest of deep pocket suitors for a great asset to tuck into their steaming wars arsenal !!!!
If CBS really offered $5B for Starz you worthless mgt and board better go beg them to do deal now .. what a freakin joke this is becoming.. imploding around them and even though you in entertainment this isn’t amusing anymore.. Can’t just go down with the ship and leave the lowly band to drown
What is a realistic buyout price now? $25 including $3B in debt.. Sell Starz for $5B to CBS then remaining Lionsgate studio and library for $3.5B to Apple or Amazon .. $8.5B enterprise value and $5.5B net equity value or $25 a share.
How much more time do we give this management and board to turn it around or sell ?? I’m about done with this bullshit and going to dump it all and move on because this is really just a self serving company that is likely to extract absorbent salaries down bonus until it implodes and screw us shareholders
No one mentions Sony often but I think they a highly likely buyer of Lionsgate and with a $80 billion mkt cap it is an easy buy .. Lionsgate and Sony have a long business relationship too
VIAB and CBS merger complete today and both up 4% ... have to think they will quickly make a move for Lionsgate .. they need more scale and content
Comcast at a Global TMT conference Dec. 9 so may here something by then or it may go right up to 12/31/19 contract end .. although with holiday would expect announcement by Dec. 20
Be above $10 but for shitty market now .. can’t catch a break
Right about now need some good news to snap back to $13-$14 then a buyout Monday at $30 .. never know .. I’ve seen it play out in many other deals like I’ve been in like VA .. Green Mountain.. Dreamworks.. Whitewave and many others .. all in now with a good feeling on LGFA
Comcast agreement should be worked out and hopefully a deal with Apple or Amazon over the long holiday weekend too.. Get it done Burns!!!!!
Crawford is loading up on shares big time!!! Something brewing behind the scenes!
Very nice $1 million buy by Crawford!!! One of the best long term money managers at investment company of America ..
Lionsgate PR needs to do a better job getting these deals out to the press .. no mention on TD Ameritrade or CNBC .. just obscure Hollywood news sites
I’m sure Apple and AMZN and others want to buy LGF but have to wait for the anti business anti tech DOJ to wrap up their extortion hearings first and make their political contribution payments.
Hit $10 premarket.. Apple needs to make its move to buy LGF asap.. should have had that deal for TV+ before AMZN got it .. looking more likely AMZN could buy LGF or they both get in a bidding war for all of LGF!! Content is still king!!
The recent 25% run up is strictly earnings based.. Comcast lack of deal is already priced in .. not a short covering move.. that will unwind as Midway, Knives Out and Bombshell perform well and LGF returns to book value at a minimum around $13. Any Comcast deal and another good Qtr. Should get LGF back to $16-$18 which should open doors to M&A in the $25-$35 range.
Really think Comcast will make a deal now that DOJ launched an informal inquiry with congressional scrutiny given the upcoming Comcast vs. Allen Supreme Court case on the $20 billion discrimination lawsuit which has many other wide ranging ramifications as well..
The new movie “Midway” opened in theaters around the country this weekend. It has been roundly endorsed by Navy leadership.
From: Director of Naval History
To: Senior Navy Leadership
Finally, Hollywood decided to make a $100 million dollar movie about real heroes instead of comic book heroes. In this case, the heroes are the pilots, aircrewmen, submariners, sailors, intelligence officers/code-breakers and senior commanders who against great odds and at great sacrifice turned the tide of the Pacific War against the Empire of Japan at the Battle of Midway on 4 June 1942.
Whenever a Hollywood producer wants U.S. Navy support to make a movie, they are required to submit the script to the CHINFO West office in Los Angeles for review. If the script concerns a historic topic, it is then forwarded to Naval History and Heritage Command for a review of historic accuracy. I admit to getting pretty excited when I first read the script a couple years ago, because, although not perfect, it got so much right. Even better, in my view, it is a great depiction of the incredible courage of those who fought in the battle, on both sides. It depicts the heroic sacrifice of the torpedo bombers and the incredible work by the dive bombers, and also incorporated the important role of the submarine NAUTILUS. It also nailed the Intelligence contribution to the battle. It also presented a balanced view of the Japanese side as well.