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Glacier Media Inc T.GVC

Alternate Symbol(s):  GLMFF

Glacier Media Inc. is a Canada-based information and marketing solutions company. Its products and services are focused in two areas: data, analytics and intelligence, and content & marketing solutions. Its segments include Environmental Risk and Compliance Information, Commodity Information, Consumer Digital Information, and Print Community Media. Environmental Risk and Compliance Information segment offers its business-to-business content, data, and information products that are environmental risk assessment, environmental, health and safety compliance, and regulatory related. Commodity Information segment provides its business-to-business content, marketing solutions, events, data, and information products that are agriculture and mining related. Consumer Digital Information segment offers its business to business, and business to consumer content, marketing solutions, digital advertising and services. Its print community media products serve local communities across Western Canada.


TSX:GVC - Post by User

Post by nozzpackon Jul 19, 2021 7:37am
136 Views
Post# 33567998

Estimation of gains in Revenue From Google Deal

Estimation of gains in Revenue From Google DealAccording to the link below, Canadian advert companies are losing $500 m to $600 m in lost revenues stolen by Google. Using Community Media revenue ( $100 m ) as its sole ad source ( it isnt ) , Glacier would gain about 1 % of this amount or about $5 to $6 million per year in compensation from Google. Including FaceBook and Amazon and the total comes top about $10 m per year in Compensation. On top of the compensation amount, Glacier would be able to place its ads on these three tech giants. I have no idea as how to quantify this amount but its my opinion that the compensation amount is now getting close to reality. This amount...approx $10 m per year ..will be free unencumbered cash flows ( Ebit ) to the bottom line. Using peer Ebit multiple of 10, the added market cap would be about $100 million. The millions of shares purchased by insiders in the past few months is clearly driven by these gains in Market cap in addition to the discount given holding companies like Glacier https://financialpost.com/news/big-techs-gain-has-been-news-publishers-pain-industry-groups-report-finds
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