Mediaset Archives - GrowthRater

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Bollore parks tanks on Berlusconi’s lawn

Embroiled in litigation and a war of words over Mediaset Premium, Bollore’s has parked his proverbial tank on Berlusconi’s lawn by announcing a 2o% stake in Mediaset on the 14th December (http://www.vivendi.com/en/press/press-releases/vivendi-reached-the-20-threshold-of-mediaset/) and if he didn’t get the message, a further announcement yesterday (19th December) of his intention to take Vivendi’s stake up to 30% […]

Is Mediaset Bollore’s next media target?

As the layers are peeled away, there is a shocker in the Mediaset numbers. This is the woefully low EBIT margins currently being delivered from the core Italian commercial TV activities. With its Mediaset Premium results for 2015 now finally revealed (yes and you only have to go to page 337 of Mediaset’s 2015 annual […]

Vivendi: Mediaset deal – a compliance concern

When Vincent Bollore forked out the equivalent of €864m on a 3.5% stake in Mediaset and a 88.9% stake in Mediset Premium, do you think he was provided with more financial details relating to the scale of MS Premium’s losses than has hitherto been released to the markets? With an implied cost for this pay […]

Mediaset is still looking like a value trap

Reviewing last week’s Mediaset results I was struck by a sense of deja vue. Here was a company that for a third consecutive year was denying that it was not trying to sell its lossmaking PayTV unit (Mediaset Premium) in the face of supposedly well sourced rumour to the contrary, this time to Vincent Bollore’s […]

ITV’s turn to buy into the de Mol format dream

The story is an old one. Broadcaster facing erosion of its distribution monopoly buys successful production business to supplement the lack of creative output from its own in-house content origination arm. Whether it was TVSâ€™s purchase of MTM, Thames TVâ€™s acquisition of Reeves or Pearsonâ€™s serial offending with Grundy and then All American, the narrative […]