Day Gain | ||
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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 |
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Reed Hastings on the Streamer Wars: ‘It’s a Whole New World Starting in November
https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fvariety.com%2F2019%2Ftv%2Fnews%2Freed-hastings-on-the-streamer-wars-its-a-whole-new-world-starting-in-november-1203343068%2F%23utm_medium%3Dsocial%26utm_source%3Demail%26utm_campaign%3Dsocial_bar%26utm_content%3Dbottom%26utm_id%3D1203343068&data=02|01||dda488384c54432462c908d73de78159|84df9e7fe9f640afb435aaaaaaaaaaaa|1|0|637045936823762217&sdata=82uH20xtU2vr8QYi8%2BHzGS3ICOhG4QAC1n5Np7CTNbo%3D&reserved=0 -
NFLX keeps falling.. now down 35% from high.. I could actually see them pick up LGFA in an all stock deal of course .. counter to all the content they losing with others bringing back IP in house for their own streaming .. not sure it is Apple anymore.. AMZN been the most likely for a long time and now put NFLX as 2nd most likely now.
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Barrons Article:
Sell everything, quickly, and use the proceeds to buy distribution rights for Gilligan’s Island and Alf. The hottest trend in show business is to pay extravagant sums for temporary permission to stream old shows. The biggest shows are already spoken for, so it’s only a matter of time before bidding heats up for the B-list stuff. You’ll thank me after rampant Alf-flation sets in.Just this past week, AT&T (ticker: T) set an example with The Big Bang Theory, a proven ratings winner and alleged comedy. The show was produced by Warner Bros. TV, which AT&T owns following last year’s $85 billion buyout of Time Warner. It could be a good fit for HBO Max, the company’s streaming service launching next spring. The only potential spoiler was cable network TBS, which has rerun rights on the show, and a say on streaming negotiations. But AT&T owns TBS, too, so it was time the ring the register on media synergies.
Sort of. TV shows have profit participants. Big Bang co-creator Chuck Lorre reportedly gets a 30% to 40% cut on streaming and rerun money. If AT&T’s WarnerMedia had given itself a sweet deal on streaming, Lorre’s lawyers could have claimed self-dealing. So Warner got tough with itself. Big Bang fetched a reported $600 million for five years of domestic rights on HBO Max, plus a rerun extension for TBS.
Now for the company to make its money back on all those HBO Max subscriptions. If my math is correct, the perfect price will be far enough under $13 a month to be competitive with Netflix (NFLX) and Walt Disney (DIS), while also being sufficiently above $15 a month to not violate deals with cable companies that must charge that much for plain HBO. And to think, activist Elliott Management says AT&T doesn’t have a clear plan for TV.
HBO Max had already un-Friends-ed Netflix, paying $425 million to stream those episodes for five years starting next year. The show about 20-somethings who are now old enough to join AARP was recently one of Netflix’s most-binged, which bodes well for sitcom shelf life. Good thing: This past week, Netflix secured Seinfeld worldwide for five years. Terms weren’t disclosed, but the price was reportedly well more than the $500 million that NBCUniversal paid to take The Office from Netflix for its planned streaming service, Peacock.
WarnerMedia and CBS get a taste of the Seinfeld revenues, as part owners, but another winner is Disney. It owns Hulu, which paid $130 million to stream the show in the U.S. for six years, running through 2020, a year that will decide who beyond Netflix gets early momentum in subscribers. Somewhere in Seinfeld’s vast catalog of cultural catchphrases must be one that perfectly describes Disney’s good fortune here. “That’s gold, Jerry,” you say? Close. “Double-dipper?” Good try. “Manhands?” Now you’re just being inappropriate.
There might be a playbook here for loss-making companies that are struggling to keep investors excited. WeWork this past week delayed its initial public offering amid a falling valuation. Bears claim it’s just a commercial real estate company, not a digital-cloud-hyperscale Big Data disruptor, just because it’s in the business of renting physical space to workers. What’s needed is more evidence of youthful rule-breaking. Co-founder and CEO Adam Neumann has long hair and wears leather jackets, which is a good start, but the company can do more. How about work sites with collaborative down-time rooms that stream back episodes of Scooby-Doo? But only license the seasons before Scoob’s nephew Scrappy-Doo showed up. That’s where the show lost its gravitas.
Uber Technologies (UBER) was once valued as a private company at $120 billion, but as a public one since May, its value has sagged to less than half that. Maybe the right content can help, and I’m sure we’re all thinking the same thing here. Stream Taxi to passengers. It’s basically Friends, but with wider collars and less friendliness. I’m not sure what a five-year license would cost, but Uber isn’t expected to turn a profit for at least five years, and it was recently able to sell $1.2 billion in bonds paying 7.5% to fund an earlier purchase of a Dubai-based company that does ride-sharing in less-developed markets—which is to say, I’m not sure numbers matter anymore.
The good news, I’m told, is that streaming will bring consumers more choice: Disney+, HBO Max, Peacock, the new Viacom /CBS service, Apple TV, and much more. I’m pretty sure that cancelling my $100 cable bundle won’t cost me more than $650 a month. The most expensive part will be dropping out of the workforce to make time for all those shows. I’ll have to set aside Sundays for thinking up new passwords.
The problem, of course, is that in surveys, consumers say they’re only interested in paying about $40 a month for streaming services. Maybe that will change once the services are all available, if collectively, they alter the rate at which customers are leaving cable bundles. Or maybe the bundlers will prove resilient. Mine is overcompensating with package choices: basic, core, value, select, preferred, silver, premier, and gold, although this past week it said it was discontinuing gold and raising premier to the former gold price. I can’t remember which I have, but it includes internet phone service, although I’m pretty sure no one has used that since Seinfeld was in production.
There will be more to say on streaming in the months ahead, as details emerge about pricing and early subscriber wins. For now, investors should be skeptical about reports that describe services as “winning” rights to key shows. The winners might turn out to be the sellers, and today’s prices, a peak.
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Shorts pushing this down will get their ass smoked soon.. been a short shit show but those days over soon and they will be flushed down and out soon with a buyout
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Going to bounce around $9-12 until MGT and MHR Malone and Board say we OUT and sale sign up with a “Price Reduced” $30 OBO
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Burns First mention of strategic capital structure discussions by Mgt and bankers
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Burns “stock is incredibly undervalued”
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Burns really sounds pissed and irritated at the Street and investors for undervaluing company in all parts of business, deals and alliances.. if in peak content demand and a great economy this stock now $10.. just SELL !!!! WAKE UP !!!!
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some want Starz some want Lionsgate production and content but not both.. Mgt. isn’t willing to get creative and open up M&A strategic evaluation and hire investment advisors .. keep talking like they will go it alone but Wall Street saying NO GO
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Every time MGT. speaks on earnings or these media conferences the stock sinks..
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LGF buyout would go through DOJ by any larger tech or media co. but it is the optics of it all not to draw added attention at this time .. once they all pay their extorted billions in fines they can restart M&A
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FB AMZN GOOG AAPL AMZN hands tied now over DC scrutiny .. all the major deep pocket players that probably would like LGF under roof can’t pull trigger due to DOJ States constant black mailing lawsuits to extract billions in fines
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nothing helps LGF at this point other than a buyout at $25 plus .. positive news no longer helps.. Rambo could do $500M and it would be down next week .. pathetic
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I know too many egos special interest self serving mgt and owners to do something smart like that
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Would have Sony gaming with Playstation part of that new media conglomerate to cross promote and develop gaming content movies and one huge platform of media gaming tv esports live sports content movies TV news
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All the smaller players need to merge now to compete.. Need a big bold M&A transaction ..
spin out Sony Pictures then buy Lionsgate and Discovery then merge with ViacomCBS -
Thursday 9/19 12:25pm EST
https://event.webcasts.com/starthere.jsp?ei=1260695&tp_key=52ef779929&tp_special=8 -
SELL to anyone at this point.. ridiculous lack of governance.. where the hell is the Board MHR Malone and other large holders!!! shack this Mgt. up and sell off to anyone in parts
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LGF Mgt. better articulate a new focus, strategy or something different at the Goldman media conference Sept 19. Just skip the damn conference and say we hired Goldman to execute a strategic review of all businesses to unlock value ... No longer an option to go about as normal with their failing business as usual
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Clearly the minority niche market isn’t working either .. the Street is saying loud and clear your StarzPlay and niche strategy is a NO GO!!
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Lionsgate Says Studio To Split From Starz In April
deadline.com • -
Lionsgate to spin off studio division with $4.6B SPAC deal
proactiveinvestors.com • -
Lions Gate: Hungering For A Bid
seekingalpha.com • -
Lionsgate suspends advertising on X
reuters.com • -
Lions Gate posts surprise profit a day after actors' strike ends
proactiveinvestors.com • -
Lions Gate Loves Libraries: On Entertainment One And Q1
seekingalpha.com • -
Lions Gate Entertainment Stock: Too Cheap To Ignore At Current Price
seekingalpha.com • -
Lions Gate Entertainment Corp. (LGF.A) Q1 2024 Earnings Call Transcript
seekingalpha.com • -
The Afterhours: Disney, Lionsgate, Wynn Resorts, U-Haul
proactiveinvestors.com • -
Lionsgate delivers fiscal 1Q beat ahead of September spinoff deadline
proactiveinvestors.com • -
Lions Gate Studio Separation Poses More Questions Than Answers
seekingalpha.com • -
Lions Gate stock rises as paperwork filed for company split
marketwatch.com • -
Lions Gate Entertainment Corp. (LGF.A) Q4 2023 Earnings Call Transcript
seekingalpha.com • -
The Box Office Bounce Back: Entertainment Stocks Produce Strong Returns
seekingalpha.com • -
Box Office Bounce-Back: Entertainment Stocks Produce Strong Returns
seeitmarket.com • -
Lionsgate Motion Picture Group Undergoes Layoffs
deadline.com • -
Lionsgate Takes Key Step In Separation Of Studio And Starz
deadline.com • -
Lions Gate: Why I Think Box Office Failure Is Best For Shareholders
seekingalpha.com • -
Lions Gate: It's All About The Movies
seekingalpha.com • -
Lions Gate Entertainment Corp. (LGF.A) Q3 2023 Earnings Call Transcript
seekingalpha.com • -
Why Lions Gate's Stocks Plummeted Today
fool.com • -
MHR Fund Management Ups Stake in Lions Gate (LGF.A)
247wallst.com • -
Lionsgate Resets Timeline To Split Starz And Studio
deadline.com • -
7 Stocks to Buy This Week
investorplace.com • -
Executives Buy Over $15M Of 3 Stocks
benzinga.com • -
Lionsgate plans to officially announce a Starz spinoff this summer
techcrunch.com • -
Lions Gate: Still Playing The Content/Streaming Game
seekingalpha.com • -
Stock Wars: Netflix Vs. Lionsgate
benzinga.com • -
Lions Gate No Longer Wants To Orbit Starz
seekingalpha.com •