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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.
EMH sitting at R2.02 is interesting given the ad market headwinds, but the content production side still has legs if they can stabilize subscriber numbers. Been watching the cash burn closely, turnaround plays need patience and catalysts moving forward. Risk reward is very compelling at these levels for someone with a long horizon.
emh sitting at r2.02 is basically free money if they sort the content pipeline out. problem is the whole broadcast model is getting hammered, not just them. ngl if eskom keeps the lights on long enough this could catch the express train but its a coin flip.
emh getting crushed on content licensing deals but tv ad spend recovering post load-shedding chaos. at r2.35 the valuation is starting to look interesting if they can stabilize revenue streams. multichoice still printing money so theres demand there, emh just needs to execute. could see r3.50 next year if they land the right contracts
Good morning everyone. EMH closed at R2.35 yesterday, still trading below book value which is interesting for a content producer with decent infrastructure. Broadcasting is tough right now with load-shedding killing primetime viewing but the production side has some moat if they can pivot to streaming deals. Worth reading their latest SENS on content pipeline.
EMH sitting at R2.35 with content production getting hammered by streaming. Broadcasting model's dying slower than SABC but still dying. Only play here is if they pivot hard to digital or someone acquires them for peanuts.
EMH sitting at R2.35 is honestly cheap for a broadcaster with that content pipeline. Ad spend should pick up once load-shedding stabilizes and consumers get back to normal viewing habits. Been watching this one for years, fundamentals are way better than the price suggests.
EMH up 0.82% but that's just noise on a stock trading at elevated multiples with shrinking print revenues. The market's pricing in a digital turnaround that hasn't materialised yet, so I'm sceptical this bounce holds without actual earnings inflection.
EMH grinding higher at R248 today, up 1.22%, but still trading at a discount to Naspers on forward earnings. Media stocks have been under pressure lately though the dividend yield here is more attractive than most consumer discretionary peers.
EMH jumped 7.93% today to R245, which is lekker to see if you believe in their content and advertising game. Just wondering if this jump is worth chasing or if it's already priced in the hype though.
EMH's jump to R245 is noteworthy, but I need to see sustained revenue growth and margin stability before committing any capital here. Consumer goods names with weak cash conversion histories have burned me before, so I'm waiting for at least two consecutive quarters of improving
Topped up my EMH position at R225 on this minor pullback because the publishing assets generate decent cash flow and the balance sheet restructuring over the past two years has meaningfully improved their debt servicing capacity, though I'm keenly aware that circulation trends in