E Media Holdings (JSE: EMH)

1.90 now. Eish, rough morning but holding.

1.90 now. Down hard today.

2.00 now. Yho, that's rough.

Back at 2.00. Eish.

2.05! Finally some green on EMH.

2.05, that's lekker. Finally some green.

Hello R2.05

1.99 now. Nice seeing it move.

1.99 now. green day for emh.

EMH at R1.89 is trading at a discount to Primedia, which carries a higher multiple despite similar ad-dependent revenue streams. The media services angle gives it different risk profile than pure consumer goods plays, but the valuation gap suggests the market is pricing in tighte

EMH sitting at R1.89 is still deeply discounted relative to its historical earnings power, even accounting for the media ad slowdown. If they can stabilize subscriber numbers and hold costs, there's a decent entry point here for patient money.

EMH at R1.91 feels like the market's written off the turnaround before it's even started. Multichoice took years to stabilize their content pipeline, but they had scale. EMH's challenge is tighter, margins compressed, but if they can lock in advertising through the next cycle the stock doesn't price that in. Positioned perfectly for someone patient enough to wait it out.

EMH needs a Springbok comeback here

EMH getting hammered but fundamentals on broadcasting haven't changed that much. At R1.91 the risk reward is actually compelling if you believe content demand stays strong post load-shedding chaos. Been holding, more eyes on the prize once sentiment shifts. Catalysts moving forward should tell us if management can stabilize that revenue line.

R3.50 minimum, happening soon

EMH's been battling headwinds in the media space for years, but at these levels the valuation might finally price in the structural challenges. If they can stabilize revenue and actually generate some cash flow, there's upside here, though I'm not holding my breath on a turnaroun

EMH's up 8% today but let's be real, the media landscape is brutal right now with streaming eating into traditional ad revenue. The dividend yield's decent if they can maintain payouts, but I need to see sustained revenue growth and margin improvement before getting too excited a

EMH's bounce to R2.15 is noteworthy but the real question is whether management can arrest the structural decline in traditional media revenues. At these levels the stock offers value if you believe in their digital pivot, but the advertising market headwinds remain brutal and th

emh stuck in that r2.02 range for ages now, broadcasters getting squeezed hard with ad spend down and everyone streaming instead. debt's a problem too but if they can pivot content deals away from linear tv might have legs. thin margins though, not a quick flip.

Closing at R2.02 is rough but the content side isn't broken, just nobody wants to pay for SA broadcasters right now. Ad spend is still there if load shedding doesn't crater viewership more than it already has. Long game is whether they can pivot to streaming before the traditional TV money dries up completely.