E Media Holdings (JSE: EMN) share price, discussion & sentiment

Took a small position in EMN at R1.81 after today's dip, reckon the advertising cycle will turn eventually and this trades at a decent multiple to cash flow if they can stabilise revenue.

EMN up 3.3% to R1.88, which is interesting given the broader media sector's struggle with advertising revenue headwinds. Still trading at a meaningful discount to Multichoice on EV/EBITDA, though EMN's leverage and cash burn are the real differentiators investors need to watch.

Everyone's chasing the 1% bump but EMN's fundamentals haven't shifted. With media ad spend still under pressure and the dividend yield barely covering inflation, I reckon this pop fizzles out unless we see actual revenue growth numbers.

Picked up more EMN at 1.78 on this dip, reckon the media space will recover once advertising spend kicks back in and the dividend yield at these levels becomes hard to ignore.

EMN down 2.22% today to R1.76, but the dividend yield is still sitting pretty at around 7% if they maintain payouts. Anyone else holding through this media sector weakness or have you bailed on the traditional print and broadcast story?

spent some time on emn's latest numbers last night. advertising holding up better than i thought tbh

print division getting hammered but the digital push is actually lekker, advertising recovery could be the real play here. at r2.08 you're getting decent value if they can turn the content sites into something worthwhile. media is rough but emn's not dead yet imo

print still dying, where's the pivot

Been digging into their digital revenue streams, could be turning

EMN's crawling up 0.50% today but the dividend yield is looking pretty thin at these levels. Anyone holding this thinking the turnaround story still has legs, or are we just watching dead money shuffle?

EMN's advertising revenue headwinds are real, but the company's shift toward digital and streaming services could reposition it once execution improves. At R1.98 the valuation isn't screaming value yet, though if they can stabilize margins and show revenue growth within the next

Pulled the latest results, ad revenue still under pressure ngl

emn printing money from digital ads but the print side is still bleeding. r1.96 looks cheap if they can actually turn the online stuff into real revenue, but need to see it in the numbers first. biggest worry is whether load-shedding kills advertiser spend across the board.

print is basically dead but emn's digital push might actually work if they dont stuff it up like the others did. at r1.96 youre not paying much for the chance they figure it out before the ad market dies completely.

EMN sitting at R1.96 is interesting given the ad market headwinds and load-shedding hitting print circulation. But the digital pivot and cost cuts they've been doing should start showing through soon, catalysts moving forward look decent. Risk reward very compelling if they can stabilize revenue. Patience looks like a real good idea here.

EMN bleeding out slower than expected at R2.24. Print media death spiral is real but the digital pivot might actually be working, just takes time. Publishing houses that survived the 2010s usually had something else propping them up, question is whether EMN's got enough runway. Reckon you need a 3-5 year horizon on this one if you're serious.

Checking the latest [LINK]

EMN sitting at R2.24 and the print side is getting hammered but digital revenue growing. Problem is they haven't really pivoted hard enough like Naspers did, still too exposed to declining ad spend in traditional media. Long term you need to see them actually grow digital subs and cut the dead wood in print or this stays under pressure.

emn closed at r2.24, print media still getting hammered but their digital pivot starting to show something. ad revenue weak across the sector but at these levels you're getting decent value if they can stabilize circulation. worth watching how next earnings stack up against the load-shedding drag on retail advertising.

E Media Holdings LTD -N- at R2.14. Price-to-book is starting to look interesting for a EMN entry.