Secure Trust Bank Research Report
Small UK bank with an excellent lending history, long runway for growth, and dirt-cheap valuation.
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Firm Returns Weekly - Tom Cruise sets up shop at WB, and other news
Just a brief note this week as I've been travelling, but here are a few news items I've picked out for you.
Warner Bros. Discovery
Tom Cruise sets up shop at Warner Bros. Studios
Tom Cruise's production company has entered into a strategic partnership
Important update for tinyBuild shareholders
For people who are struggling to vote on the resolutions for the Special Meeting, I have been told that tinyBuild has now appointed Equiniti as a proxy service advisor.
Their representative, which you can reach via email at Wayne.Slyfield@equiniti.com, will be able to collect your votes ahead
Firm Returns Weekly - 2023 box office figures, streaming ratings, and the UK financial services sector
A breakdown of the 2023 global box office figures; Young Sheldon tops the US streaming chart; and taking the temperature of the UK financial services sector.
Portfolio changes 04/01/23
Firm Returns Weekly - WBD acquires BluTV, and other news
WBD has acquired BluTV, and I take a look at how Wonka and Aquaman 2 are performing in theatres.
Firm Returns Weekly - TMI, WBD, TBLD
Factors impacting the dry bulk charter market; Paramount merger talk; and Verses Evil shut down.
tinyBuild equity raise
tinyBuild has sent out a circular with the details of the equity raise. Regrettably, it looks like the dilution is going to be around 50%.
Firm Returns Weekly - Newsletter overview, and updates on TMI, WBD, and TBLD
TMI's half-year report and trading update, WBD's podcast deal with Spotify and a strong start for Wonka, and a positive response for Deadside's v0.10.0 update (TBLD).
Firm Returns Weekly - Four Mile legal ruling upheld (ECOR), Max in Verizon bundle (WBD), Vessel sales (TMI)
A good result for ECOR in its legal dispute, Max bundling and new releases at WBD, and higher rates and vessel sales at TMI.
Important tinyBuild update
Things have taken an unfortunate turn for the worse at tinyBuild. The company is facing a liquidity crisis and looking to raise equity.