Lions Gate Entertainment Corp. (USA) (NYSE:LGF)
The Company is a diversified independent producer and distributor of motion pictures, television programming, home entertainment, family entertainment, video-on-demand and music content.
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Recs
Web based delivery of movies will become the standard. Lions Gate is in early with a reasonable stable of films suitable to the demographic that will be at the vanguard of purchasing the products. LGF will see strong revenues over the next 1-2 years as they take advantage of this movement. Long-term outlook is highly dependent on how they choose to invest in their future growth. They are unlikely to be able to hold a dominant position in the internet video arena for long even with their deal with Apple.
Recs
video on demand and video over the net will drive revenues & more importantly margins much higher.
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Content, Content, Content, With all the new ways to watch media a company like LGF is well positioned to cash in on the demand.
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Management is strong and innovative. IPOD movies will soon be offered and LGF will be the first big company to step up and say "im in"
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A lot of bad movies doesn't make a good movie production business. Lions Gate is all over the place with new movies. I'd expect to see a decline in value very soon if they don't clean up their act and focus on quality over quantity.
Recs
LGF is expanding there library both organically and though acquisitions. They have develop a great track record of having 1-2 blockbusters a year while keeping huge box office bombs to a minimum with there low cost independent film approach . There library is there floor in the stock and if theatrical sales continue to rise they can have a very tall ceiling.
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Smart media company doing things on the cheap...Tyler PErry is an automatic as is Saw franchise.....Will eventually be swallowed up by big player
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Expect this gem to be another big name in entertainment over the next couple years.
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The contents of their library will be a major asset.
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Surprising everyone with cult film audiences and ever increasing DVD sales, witness the 'Saw' series.
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entertainment undervalued
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This small movie studion will continue to succeed by delivering its strong niche films and increasing TV content.
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though hollywoood had been taken over in entertainment due to home game consoles, I like this one, quality movies and some blockbusters coming for the holiday season
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lions roar will be up and down just like the movie biz
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combination of resourses and risk taking in feature film market should jib nicely with new movie delivery realities (iTV, etc.)
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Huge library, puts out movies cheaply, scores winners like SAW, Hostel, and Crash.
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LGF is great for the long term, but their weak Spring means their earnings aren't going to light up the sky until at least the January quarter, when they'll be able to book the money from an expected Saw III Halloween hit.
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