PMP Communication limited wkn 883248 - 500 Beiträge pro Seite

[swietel]

Hee leute bin ich der einzige der pmp communication im
depot hat.
oder was ist los???? WER HAT INFOS

[swietel]

hee leute ich werde doch nicht der einzige sein der diese aktie im depot hat.habe sie über münchen gekauft. gruss SWIETEL

[gholzbauer]

PMP Communications Limited is Australia`s largest public company specialising in printing and publishing throughout the Pacific Rim. The group`s principal activities include retail catalogues, magazines, telephone directories, newspapers, books, direct mail, promotional printing, cd manufacture, video tape duplication and a letterbox distribution network linked with a target marketing service. The company conducts its activities in Australia, New Zealand and in Europe. Media production accounted for 75% of fiscal 1999 revenues and publishing, 25%.
Industry: Magazine Publishers
Employees: 4,609

Officers:
K.E. Cowley - Chairman
P. Holt - Managing Director
R.S. Muscat - Chief Executive Officer
D. Rowland - Secretary



Statistics at a Glance -- PMP.AX(in Australian Dollars) (updated 01-Sep-00)
Share Information

Recent Price $2.03

Year To Date High $2.46
Year To Date Low $1.62
Beta 1.01
Daily Volume N/A
Market Capitalization $514.4M
Shares Outstanding 253.4M
Valuation Ratios

Price/Earnings -145.00
Price/Book .88
Price/Sales 0.34
Price/Cash Flow 3.67
Price/Capex 9.67
Dividend Yield 10.05%
Per-Share Data
Book Value $2.31
Cash $0.04
Dividend TTM $0.20
Sales $6.02
Earnings -$0.01
Income Statement
Sales $1.48B
EBITDA $173.7M
Operating Profit $118.1M
Interest Expense $34.5M
Interest Income $953.0K
Net Income -$3.44M
Balance Sheet & Cash Flow
Cash $9.85M
Short Term Debt $5,000
Long Term Debt $482.4M
Total Debt $482.4M
Shareholder`s Equity $648.2M
Depreciation $56.1M
Capex $19.0M
Management Effectiveness

Return on Assets -0.25%
Return on Equity -0.54%
Return on Investment -36.97%
Financial Strength

LT Debt/Equity 75.22%
Total Debt/Equity 75.22%
LT Debt/Total Capitalization 42.66%
Ratio Analysis

Gross Profit Margin 11.57%
EBITDA Margin 11.74%
Operating Margin 9.95%
Net Income Margin -0.23%
Capex as % of Sales 4.43%
Quick Ratio .81
Inventory Turnover 12.34

[gholzbauer]

Tuesday August 15, 9:18 pm Eastern Time
Australian stocks open
Packaging manufacturer Amcor Ltd (Australia:AMC.AX - news) shed three cents to trade at A$5.71 despite reporting a steady net profit of A$290.9 million for the year to June 30, 2000.

Among smaller stocks, PMP Communications Ltd (Australia:PMP.AX - news) eased four cents to A$1.90 after reporting a net loss of A$3.44 million versus a A$57 million net profit for the previous year.

Its abnormal loss of A$63.7 million included in the result related to costs associated with restructuring, the sale of its DVD, CD and video duplication business and the write-off of a masthead in Germany.

Turnover on the wider market was $114 million. There were 207 gainers and 190 losers with the bulk of stocks steady among the 649 total traded.

masthead=Mars, Mastkorb (hä????)

[gholzbauer]

Quelle:yahoo.com.au

Stand 12.9.00

Number of brokers recommending as:
Strong Buy 4
Moderate Buy 0
Hold 3
Moderate Sell 1
Strong Sell 0

[gholzbauer]

http://www.pmpcomm.com.au


Wer den Acrobat Reader installiert hat, kann u.a. folgende PDF-Files lesen:

2000 Annual Report
http://www.pmpcomm.com.au/pdf/pmp_ar_2000.pdf

5-Jahres-Zusammenfassung
http://www.pmpcomm.com.au/pdf/5yrFinancialSummary.pdf

[gholzbauer]

Krasser Absturz heute. Gut, daß ich vor 2 Monaten nicht zuviel Bargeld hatte, sonst hätte ich womöglich noch gekauft. Jetzt wird es aber langsam interessant, wenn mal eine Trendwende erkennbar wird.


Wednesday 6 December 2:40 PM
UPDATE 2-PMP engulfed in Australian media woes
(Adds analyst comments, sector analysis, updates share price)
By Daniel Morrissey

SYDNEY, Dec 6 (Reuters) - Warning, warning, warning -- its not The Robot from schlock science fiction television programme Lost in Space, but the Australian media sector struggling with slower advertising revenues.

Publishing and printing company PMP Ltd became the latest firm to issue a downgrade on Wednesday, slashing its 2000/01 full year pre-abnormal net profit forecast to A$45 million.

This is 25 percent below last year`s result and well below market estimates of about A$63.5 million, according to Barra Global Estimates.

Investors reacted swiftly, marking the stock down 45 cents or 27 percent to A$1.20 a share by late afternoon trade.

"In a cyclical downturn, there is nowhere to hide within the media sector," Deutsche Bank media analyst Mike Mangan wrote in his latest report, released publicly on Wednesday.

PMP, which blamed the downturn on "industry-wide falls in advertising and circulation" in the second quarter, is the latest in a raft of Australian media companies to disappoint investors.


ADVERTISING FALLS ACROSS INDUSTRY

Deutsche Bank has revised down sharply its earnings per share forecast for the sector, excluding Rupert Murdoch`s News Corp Ltd, which captures 70 percent of its revenue from its operations in the United States.

Deutsche expects the sector to "deliver essentially no EPS growth" in 2001, compared with its September forecast of 7.5 percent growth and its November forecast of four percent growth.

It has advised fund managers to reduce their exposure.

The media index, largely influenced by the share price movements of News Corp, has fallen 35.5 percent since it peaked on March 3 this year, and is below the level reached shortly after the April correction in equities.

Over the same period, the benchmark S&P/ASX 200 Index has edged slightly higher.

The third-ranked Australian televison broadcaster, Ten Network Holdings Ltd, reported lower first quarter earnings this week after losing advertising revenues during the Sydney Olympics and warned its full year earnings could be weak.

Its share price has fallen six percent in two days to A$2.44.

Newspaper publisher John Fairfax Holdings Ltd said last month its first half earnings were unlikely to match a year ago, disclosing revenues were "not showing strong growth", and the market has been wary of the losses at its online unit f2.

Its share price dipped below A$4 last week to the levels of late 1999.

Shares in regional pay television company Austar United Communications Ltd hit a record low on Wednesday after a a subsidiary of its parent UnitedGlobalCom Inc scrapped plans for a high-speed Internet joint venture.

Losses at Austar widened in its third quarter, and the shares have lost about 80 percent of their value since March.

Kerry Packer`s television, magazine and gaming group Publishing and Broadcasting Ltd said recently its first quarter trading was ahead of last year, and it has forecast improved year-on-year earnings for 2000/01.

But the company also warned that the weak Australian dollar would push up paper prices and could hurt magazine circulation revenues for 2000/01.

Its shares have been fairly steady in recent months, but even Olympic broadcaster Seven Network has felt the heat in recent weeks, slipping from around A$7.40 to around A$6.50.

News Corp, the world`s fifth largest media company, has led the falls after its equally steep gains a year ago.

Its share price is down almost 19 percent since it posted a fall in its first quarter earnings and forecast softer December advertising revenues from its string of U.S. television stations, resulting in analysts downgrading the stock for the full year.

Analysts expect softer advertising revenues in the U.S., adding to its decline, although the shares enjoyed an unusual spurt on Wednesday, up 79 cents to A$17.38 on the back of a buoyant New York market.

(c) Reuters Limited 2000

REUTER NEWS SERVICE

[gholzbauer]

Wednesday 28 February 8:04 AM



PMPsays in merger talks with media company
SYDNEY, Feb 28 (Reuters) - Struggling publishing and printing group PMP Ltd, which slashed its full year profit forecast two months ago, said on Wednesday it was in merger talks with Independent Print Media Group (IPMG).
IPMG is owned by John B Fairfax and the Hannan family, and its magazine division is the fourth-largest magazine publisher in Australia with 22 titles while PMP publishes 33 magazines.

PMP said talks were continuing.

Shares in PMP, which expects its net profit for the year ending June 30, 2001, to be about A$45 million, closed at A$1.17.

Its all-time high was A$4.62 in November 1993.

(c) Reuters Limited 2001

REUTER NEWS SERVICE



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Yahoo Kurzprofil
http://au.us.biz.yahoo.com/p/p/pmp.ax.html

Broker Coverage
http://au.us.biz.yahoo.com/z/a/p/pmp.ax.html
Nur noch 1 x Strong Buy, 7 x Hold

[gholzbauer]

Hallo swietel,
bist Du noch da?
Das könnte ab jetzt eine interessante Turnaround-Geschichte werden.


Thursday 1 March 10:57 AM

UPDATE 1-PMP signs IPMG merger agreement
(Adds CEOs comments, details, updates share price)
SYDNEY, March 1 (Reuters) - Struggling publishing and printing group PMP Ltd said on Thursday it would merge with Independent Print Media Group (IPMG), creating a combined entity with a market value of A$630 million. PMP, which previously slashed its internal net profit forecast for the year ending June 30, 2001, to about A$45 million, said in a statement it would issue 142.5 million shares at A$1.50 each plus 26.4 million ordinary share options.

"At a PMP share price of A$1.50 per share, the merger terms imply a net equity value for IPMG of approximately A$250 million," PMP said in a statement with its half year results.

"If the ordinary share options are exercised, up to an additional A$42 million cash will be injected into PMP by the current owners of the IPMG group."

Shares in PMP, well below its all-time high of A$4.62 set in November 1993, were steady at A$1.18 by 11:35 a.m. (0035 GMT). The stock have risen 13.5 percent in the past two days as some investors had bet on a full takeover.


IPMG TAKES KEY STAKE

Under the merger agreement, IPMG takes a controlling stake of 40 percent in PMP on a fully diluted basis, with the combined entity having annual revenues of about A$2.2 billion.

PMP chief executive Robert Muscat said the merger would provide synergies and improve PMP`s balance sheet position, while IPMG managing director Michael Hannan said his group would be able to enter new markets.

"Apart from the areas where each group complements the other, this merger will take IPMG into areas in which we have not operated, principally books, directory printing, letterbox distribution and mass marketing publishing," Hannan said.

The keenness of PMP to find a company willing to come aboard was revealed in its first half result posted on Thursday, showing a 45.7 percent decline in net profit to A$18.71 million.

Revenues declined 5.2 percent to A$716.5 million, and the company did not declare a dividend.

IPMG is owned by John B. Fairfax and the Hannan family, and its magazine division is the fourth-largest magazine publisher in Australia with 22 titles while PMP publishes 33 magazines.

"Earnings enhancement is expected to result from the efficiencies that will flow from the complementary mix of publishing, printing and distribution businesses," the companies said in a joint statement.

(c) Reuters Limited 2001

REUTER NEWS SERVICE

----------------------------------------------------

Thursday 1 March 11:19 AM



PMP says A$45mln yr profit a challenge
SYDNEY, March 1 (Reuters) - Struggling publishing and printing group PMP Ltd said on Thursday that meeting its already downgraded profit forecast for the year to June 30, 2001 would be challenging.
"To get to that A$45 million would present a bit of a challenge at the current time," chief financial officer Craig Thompson told reporters at a briefing on the first half results.

PMP said in December it was cutting its profit forecast for the year to June 30 2001 to about A$45 million.

PMP earlier reported a 45.7 percent decline in net profit to A$18.71 million. Revenues declined 5.2 percent to A$716.5 million and the company did not declare a dividend.

PMP also said it had signed an agreement to merge with Independent Print Media Group (IPMG), with the combined entity to have a market value of A$630 million. PMP shareholders are expected to receive merger documentation in May, with completion expected by the end of July.

PMP shares were up three cents at A$1.21 by 12:25 p.m. (0125 GMT).

(c) Reuters Limited 2001

REUTER NEWS SERVICE