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TVA Group Inc T.TVA.B

Alternate Symbol(s):  TVAGF

TVA Group Inc. is a Canada-based communications company. The Company operates through four segments: Broadcasting, Film Production & Audiovisual Services, Magazines and Production & Distribution. The Broadcasting segment, which includes the operations of TVA Network, specialty services, the marketing of digital products associated with the various televisual brands, and commercial production and custom publishing services. The Film Production & Audiovisual Services segment provides soundstage, mobile and production equipment rental services, as well as dubbing and described video, postproduction and virtual production services. The Magazines segment publishes magazines in various fields including the arts, entertainment, television, fashion and decorating, and markets digital products associated with various magazine brands. The Production & Distribution segment is engaged in producing and distributing television shows, movies and television series for the world market.


TSX:TVA.B - Post by User

Post by Torontojayon Apr 19, 2023 9:21pm
151 Views
Post# 35404253

As a reminder

As a reminder

Tva group has a book value of $9.1/share. If we get to just 50% of book value, our share price would appreciate by ~ 131%. Even so, at 50% price to book, the stock price would still be a bargain at a privatization level. Moreover, the real estate on the books are valued at historical costs and not marked to market to reflect current value. If the company were to monetize its assets, historical book value would get marked up to well above $10/share!

A lot of positives for the company. 


- cost savings from layoffs (25-35 cents/share) 

- Mels 4 to be accretive to earnings ( $5m+ in ebitda)

- possible privatization down the road. 

 The risk/reward set up is very attractive for Tva shareholders. I would be a buyer under $2 and not even think twice about it. 

 

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