Mina vaatan graafikut nädala lõikes, seal annab ilusaid jooni tõmmata. Ka ise olen juurde ostnud, kuid enam ei kiirusta. Edaspidi võtan lisa siis, kui minu jaoks olulised tasemed ületatakse.
rick12,
Olen sellest varemgi kuulnud ja iseenesest nõus. Aktsiatesse armuda ei tohi, see tähendab asju enda jaoks ilustama hakata on jabur jne. Aga pikaajaline investeerimine on minu arust ikkagi teine asi...
Olen sellest varemgi kuulnud ja iseenesest nõus. Aktsiatesse armuda ei tohi, see tähendab asju enda jaoks ilustama hakata on jabur jne. Aga pikaajaline investeerimine on minu arust ikkagi teine asi...
Miks keegi dreamworksi IPO-t ei taha kommenteerdai?
On see ju filmiäris üks lähiaja olulisemaid sündmusi. Ja sellest ipost võib nii ulmet kui draamat pikemas perpektiivis tulla. Ise olen tuline dreamworksi edusse uskuja.
Paar shrekitaolist edulugu veel ja annabki tugevalt computer-generated animafilmide konkurentidele tugevalt kinga.
On see ju filmiäris üks lähiaja olulisemaid sündmusi. Ja sellest ipost võib nii ulmet kui draamat pikemas perpektiivis tulla. Ise olen tuline dreamworksi edusse uskuja.
Paar shrekitaolist edulugu veel ja annabki tugevalt computer-generated animafilmide konkurentidele tugevalt kinga.
Ise ei oma arvamust DreamWorksi IPO kohta, kuid siit üks WSJ artikkel:
Hype greets DreamWorks' IPO. Will it last?
THE PLANNED PUBLIC OFFERING of shares in DreamWorks Animation is generating Hollywood-style buzz. That's not surprising, given the box-office success of the studio's Shrek 2, and the company's high-profile shareholders, including founders David Geffen, Jeff Katzenberg and Steven Spielberg, as well as Microsoft co-founder and billionaire Paul Allen.
Behind the hype, however, is a less glamorous reality: DreamWorks generally operated in the red until this year's release of Shrek 2, its sequel about a lovable ogre, and Shark Tale, its current box-office hit. Shrek 2 is the No. 3-grossing movie ever, with $437 million in domestic revenues, trailing only Titantic and Star Wars. Shark Tale, has taken in $94 million domestically just since its Oct. 1 release.
DreamWorks Animation, which is being carved out of DreamWorks Studios, plans to sell 29 million shares at a price ranging from $23 to $25 a share. With 105 million shares outstanding, Dreamworks Animation will be valued at $2.5 billion, about half the market value accorded Pixar Animation Studios, the digital animation studio founded by Steve Jobs.
In the five years ended in 2003, DreamWorks Animation lost a total of $269 million, including $187 million last year, when its Sinbad movie bombed. Pixar, on the other hand, has been consistently profitable, thanks to hits such as Finding Nemo and Monsters Inc. Its shares are up 15%, to 80, this year, buoyed by hopes its forthcoming movie, The Incredibles, will be another hit.
This year DreamWorks is firmly in the black, largely due to Shrek 2. It netted $67 million, or 86 cents a share, in the first six months of 2004.
The current quarter also should be strong, given Shrek 2's November video release. The DVD stage is the most lucrative period of a movie's life, because production and marketing costs largely are expensed prior to the video release. If DreamWorks sells 30 million copies of Shrek 2, that alone could mean $200 million in pretax earnings.
Aside from the Shrek franchise, DreamWorks hasn't had any blockbusters among its nine animated movies. One potential concern: its ambitious release schedule. The company plans to turn out two movies next year, and three in 2006, including Shrek 3. It needs to produce winners because it will have hefty operating expenses of $370 million in 2005.
Pixar has done well, in part, because it takes its time. The Incredibles will be released 18 months after Finding Nemo.
Some investors say they're cautious about DreamWorks because of its spotty financial record and aggressive release schedule. But animated movies probably are the surest thing in the film business because of limited supply, strong video sales and a large audience of kids. Theater owners like them because they typically run 90 minutes, allowing more show times per day than live-action features. But competition is growing from Lucasfilm, Sony and Disney.
Katzenberg and Geffen will control DreamWorks Animation, with a combined holding of 48 million super-voting class B shares. Katzenberg is DreamWorks' CEO. The company will emerge from the offering with a decent balance sheet, with $175 million of cash and about $300 million of debt. Tangible book value will be about $5 a share.
Expect strong investment demand for DreamWorks given Shrek 2's and Pixar's success. But the company needs to generate profits consistently if it wants to ensure sustained applause.
Hype greets DreamWorks' IPO. Will it last?
THE PLANNED PUBLIC OFFERING of shares in DreamWorks Animation is generating Hollywood-style buzz. That's not surprising, given the box-office success of the studio's Shrek 2, and the company's high-profile shareholders, including founders David Geffen, Jeff Katzenberg and Steven Spielberg, as well as Microsoft co-founder and billionaire Paul Allen.
Behind the hype, however, is a less glamorous reality: DreamWorks generally operated in the red until this year's release of Shrek 2, its sequel about a lovable ogre, and Shark Tale, its current box-office hit. Shrek 2 is the No. 3-grossing movie ever, with $437 million in domestic revenues, trailing only Titantic and Star Wars. Shark Tale, has taken in $94 million domestically just since its Oct. 1 release.
DreamWorks Animation, which is being carved out of DreamWorks Studios, plans to sell 29 million shares at a price ranging from $23 to $25 a share. With 105 million shares outstanding, Dreamworks Animation will be valued at $2.5 billion, about half the market value accorded Pixar Animation Studios, the digital animation studio founded by Steve Jobs.
In the five years ended in 2003, DreamWorks Animation lost a total of $269 million, including $187 million last year, when its Sinbad movie bombed. Pixar, on the other hand, has been consistently profitable, thanks to hits such as Finding Nemo and Monsters Inc. Its shares are up 15%, to 80, this year, buoyed by hopes its forthcoming movie, The Incredibles, will be another hit.
This year DreamWorks is firmly in the black, largely due to Shrek 2. It netted $67 million, or 86 cents a share, in the first six months of 2004.
The current quarter also should be strong, given Shrek 2's November video release. The DVD stage is the most lucrative period of a movie's life, because production and marketing costs largely are expensed prior to the video release. If DreamWorks sells 30 million copies of Shrek 2, that alone could mean $200 million in pretax earnings.
Aside from the Shrek franchise, DreamWorks hasn't had any blockbusters among its nine animated movies. One potential concern: its ambitious release schedule. The company plans to turn out two movies next year, and three in 2006, including Shrek 3. It needs to produce winners because it will have hefty operating expenses of $370 million in 2005.
Pixar has done well, in part, because it takes its time. The Incredibles will be released 18 months after Finding Nemo.
Some investors say they're cautious about DreamWorks because of its spotty financial record and aggressive release schedule. But animated movies probably are the surest thing in the film business because of limited supply, strong video sales and a large audience of kids. Theater owners like them because they typically run 90 minutes, allowing more show times per day than live-action features. But competition is growing from Lucasfilm, Sony and Disney.
Katzenberg and Geffen will control DreamWorks Animation, with a combined holding of 48 million super-voting class B shares. Katzenberg is DreamWorks' CEO. The company will emerge from the offering with a decent balance sheet, with $175 million of cash and about $300 million of debt. Tangible book value will be about $5 a share.
Expect strong investment demand for DreamWorks given Shrek 2's and Pixar's success. But the company needs to generate profits consistently if it wants to ensure sustained applause.
DreamWorks Animation, the creator of "Shrek" and "Shark Tale", priced its IPO at $28 per share (above the $23 to $25 range the company had previously indicated) with the help of Goldman and JPM in raising $812 mil.
ja dreamworks (DWA) avanes 38 pealt :-D