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Emmis Communications Corp. Message Board

  • dalton880 dalton880 Sep 20, 2013 10:59 AM Flag

    KIll it boys ! I want some at $2.50

    Investors are dissapointed growth won't continue at the pace of the June qtr. However it will still be low-mid single digit growth, instead of 6% in the June qtr. If we look at the Sept 2012 qtr, we can see they made $10M+ more in revenues than this last June qtr. If we simply see the low-mid single digit growth the company is talking about, they should have a much better qtr in Sept than they had in June. Also the CEO stated the enterprise value of the company at $209M. That would come to over $5/share.

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    • Hoping their just shaking the trees a bit.

    • lpe1108@gmail.com lpe1108 Sep 20, 2013 11:51 AM Flag

      I was very optimistic with this Company, with the rollout of NextRadio, TagStation, and the Sprint deal... but it's unfortunate that after all of that, presentation yesterday showed a little bit of uncertainty with growth. Low-mid single digit growth isn't bad at all, considering the overall radio market isn't all too great (correct me if I'm wrong)... I believe the radio industry will EVENTUALLY rally, maybe not now, but if this hybrid radio/digital truly works and becomes a standard for every smartphone, EMMS will get the value it deserves. Not sure if now is a good buy point (however, I could be wrong), but I'm going to be observing this closely once things start to settle down.

      • 1 Reply to lpe1108
      • peter_norths_proctologist peter_norths_proctologist Sep 20, 2013 3:12 PM Flag

        "...if this hybrid radio/digital truly works and becomes a standard for every smartphone, EMMS will get the value it deserves."

        You touched on a key point. Will NextRadio become standard in every smartphone? As of now, the answer is no because they have an exclusive contract with Sprint. And Sprint only commands 20% of the smartphones out there. I was looking for some color on the Sprint contract yesterday, but the guy was obviously trying to avoid the subject altogether. They didn't include the fact they even had a deal with Sprint in the slide presentation. What I'd like to know is how long the exclusivity lasts. Is it 3 years? 5 years? 10 years? 20 years? The answer to that question makes a BIG difference. And I'm disappointedf that the analysts asking questions yesterday didn't know enough to ask.

    • cbede@sbcglobal.net cbede Sep 21, 2013 7:22 PM Flag

      I though the conference webcast was good. For now at least (until NextRadio and BTC take off), I suppose earnings growth will have more to do with how local Emmis advertisers forecast their own growth, which is how I imagine advertisers spend their money. The IMF projects growth in the United States will rise one percent from 1¾ percent in 2013 to 2¾ percent in 2014. Since ad dollars usually follow GDP, In my mind, that's something to be optimistic about.

 
EMMS
1.94+0.10(+5.43%)Mar 27 3:59 PMEDT