Fair points Klogg. There are some questions id like to ask management just to help my understanding of the business better. I.e. The reason the seasons of Mythbusters was reduced, how many more seasons do they envisage will run, % of revenue from the show etc.
Would also be interesting to know how much the company make from their back catalogue. I imagine the back catalogue of Mythbusters would be a valued asset?
The company seems to have nailed the 3rd party content brought in from discovery - Duck Dynasty etc which will continue to be profitable into the future unless of course the factual, reality style of television loses popularity.
In regard to the 2H & Full year report I wonder if we will see a much stronger cash flow statement as there was some large receipts not collected due to timing in the first half. Further cash accumulation post paying the next dividend will be welcomed.
Any thoughts on the 7 Beyond venture and the likely ramifications of this?
BYI Price at posting:
$1.25 Sentiment: Buy Disclosure: Held