Well a merger is my guess too later this year however I do think a big foreign company will buy the whole pie once it happens. As far as I believe LGF has gotten plenty of buyout offers but wernt satisfied with any (including management stay in place) as they see such future potential. You are right in that a strza - lgf merger has a netflix type look however with lgf distribution and production and partnerships and library and channels and syndication and types of platforms and etc etc it even has a better look except for the netflix user base. Not only that but they have some shareholders with HUGE positions and a 15 mil short position that if covered puts this stock at around 50 on its own. Not to mention this whole theme park road show thing and video game build out that ntfx doesnt have along with big brands we own like HG or Twilight or Divergent or Orange or Mad Men or other big properties in development. Yes..... I say except for user subscription base a strza - lgf merger has much more then ntfx as a total global media company.
A few days ago, during a Scottrade Daily Market report, I asked John Jagerson of Learning Markets about his thoughts on the LGF/STRZA stock swap. His impression was LGF + STRZA = Netflix. At this point, I think a merger is more likely than a LGF buyout. After all, DWA has received two buyout offers while LGF has received none.
On another note, SNE announced during each of their last two ER's that most of it's profit came from entertainment. I couldn't help but think why not buy LGF to enhance their profit? I'm not holding my breath on that one, but with the attention from the Chinese for a piece of LGF, I thought it would be ironic to have a Japanese company swoop in and steal us away. I'll settle for the merger.
It was said that the LGF/STRZA stock swap deal would close over the short term. These two stocks have been traveling together tic by tic for over a month now. In the past week they have traveled to a point to where they are the same price. Now they are side by side on a ten minute chart. Pull up some charts. The other media companies have not followed the same pattern. I think its certain these two will merge at some point. the combination sure works out well for both.
yup. just like the bump from the phony buyout story quickly faded, so will the bump from the latest news. Back to $25 again
February 15, 2015
Lionsgate’s The Hunger Games: Mockingjay Part 1 has bested its predecessors in China with a $31.4M estimated gross after eight days. That’s a solid increase on the previous installments in the Middle Kingdom and bodes well for the final episode due later this year, though a China date is not yet set for Part 2. Both 2012’s The Hunger Games and its 2013 sequel Catching Fire did about $28M in China in their lifetimes. Catching Fire, however, was released head-to-head with Gravity, which sucked some air out of its business at the time.
I hear Mockingjay could go as high as $40M in China. Sunday was a work day in anticipation of the Spring Festival and vacations that kick off later this week, and local films are set to flood the market. It’s estimated the film did about $6M on Saturday and $2M on Sunday.
The penultimate film in the trilogy is playing in a 3D version specially created for China, always beneficial to the bottom line in this market. Stars also created exclusive materials for Chinese fans, which has also proved to entice audiences. Initially set to release in China back in November, the movie was pushed by local authorities as they sought to ensure box office share before the close of 2014.
Mockingjay‘s worldwide cume should hit $750M in the next few days; currently it’s $747.1M. It’s expected that the international total will end up between $420M and $430M, which will be a bit shy of Catching Fire’s $440M. However, accounting for currency fluctuations, Mockingjay should still come out on top.