165 replies to this topic

[Shi]

More weakness today, wonder what was said at the AGM on Friday.

[Midas1]

No interim results out yet...

[Midas1]

Any ideas what tomorrow will bring. up or down..anyones guess. I think down but maybe value of business lot higher than 19c.

[Midas1]

Merger of audit firm not Ellies!!

Oh man...reading off phone

[birdman]

Merger of audit firm not Ellies!!

[Midas1]

Ellies 11% up Whoop Whoop  

Ellies merger should be good news..

[Trader1]

Thanks...this week could be important ellies so keeping eye on it but not heavily invested..

Ellies 11% up Whoop Whoop  

[Midas1]

Thanks...this week could be important ellies so keeping eye on it but not heavily invested..

[Trader1]

Ellie has a dispute with the board's decision 

[Trader1]

Thanks guys. I appreciate the updates

[Spell Jammer]

This does not look like good news for Ellies:

https://www.business...s-ditch-dishes/

The majority of South Africans cannot afford a DSTV subscription. Many rural areas need satellites and aerials just to pick up SABC and ETV. Your article also makes the assumption that you would need an ADSL or Fibre subscription (an additional R500-800 per month over and above your DSTV subscription) to utilize DSTV now (aka no satellite required). This will hardly be feasible for the average DSTV compact subscriber, which is the only segment and LSM that DSTV is growing at the moment.

Ellies is also more than just a satellite provider. Load shedding being on the cards again actually has good earning potential for the company in the coming months for their renewable energy arm of their business should it get bad and if Eskom is as broke as it claims to be.

[Shi]

https://elliesholdin...ctober-2018.pdf

 

Another comment in response to your concerns - see top of 3rd column where new CEO is mentioned.

 

[Shi]

This does not look like good news for Ellies:

https://www.business...s-ditch-dishes/

 

This is something that management should be looking at on a continuous basis. A great question to ask at the AGM #WishICouldBeThere.

[Trader1]

This does not look like good news for Ellies:

https://www.business...s-ditch-dishes/

[Trader1]

Does anybody know about the claims that Super Group have on Ellies regarding the early cancellation of their services?

The amounts claimed are as follows:

• Disputed delivery and warehousing costs of R3,49 million.

• Alleged loss of profits R37,23 million.

[Trader1]

The AGM is also coming up in early December. This should give a very good of where they are in their turnaround strategy. 

 

PS: the interims might not be out by then.

 

#WishICouldBeThere

Hopefully, there will be a trading update to say that they've exceeded last years results by at least 20 %

[Shi]

Thats purely because the rest of the market is still weary or may not realize that the company is on a positive trajectory. These interim results will shed light on where the company is headed.

 

The AGM is also coming up in early December. This should give a very good of where they are in their turnaround strategy. 

 

PS: the interims might not be out by then.

 

#WishICouldBeThere

[Spell Jammer]

 

Welcome back Spell Jammer. I just needed to say something to get you here lol. But in all seriousness, despite indications of profit and a turnaround, the share price is at a year low. Why would shareholders be selling?

 

Thats purely because the rest of the market is still weary or may not realize that the company is on a positive trajectory. These interim results will shed light on where the company is headed.

[Trader1]

Why would the share Tank at this juncture?

Welcome back Spell Jammer. I just needed to say something to get you here lol. But in all seriousness, despite indications of profit and a turnaround, the share price is at a year low. Why would shareholders be selling?

[Trader1]

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Edited by Trader1, 20 November 2018 - 06:37 PM.