BYI 0.00% 63.5¢ beyond international limited

Ann: Profit Guidance, page-5

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  1. 83 Posts.
    Klogg, very interesting points and i agree with your analysis. I have only been on the register for 6-12 months and added to my position yesterday. The # of shares staying constant was a big tick when doing my initial analysis as was many of the directors owning plenty. Two quite hard characteristics to find in our market!

    Mythbusters has been a fantastic show and one I enjoyed well before becoming a shareholder. It seem's Mythbuster's still has plenty of interest with loads of facebook comments and over 7 million people following the page. It would be great to hear from the company and there thoughts around the future of mythbusters and what % from revenue comes specifically from that show.

    As an interesting exercise I went into my local JB Hi-Fi last week and picked up a number of DVD's/Blu-Rays in categories which Beyond specialise and I was surprised at the number of shows which they were involved in either producing or distributing. Many also well positioned in JB and not tucked away in a corner.

    With an earnings yield of 10%, no debt and a dividend yield over 6% im quite happy to take a view of management reproducing the same success as in the past.

    I am actually surprised with the level of profitability the business has had over the last decade and many key productions that they havent been taken out?

    Have you met with management before Klogg?
 
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