A1N.AX ARN Media Limited Loading... : Investor Sentiment and Bull/Bear Views
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00:20
Oct 19
Oct 19
r/ausstocks
ARN growth relies on weak KIIS ratings; litigation ahead
Author argues ARN Media's impairment case is too optimistic because it assumes 4.3% annual revenue growth for five years while management's own presentation forecasts only ~1% market growth, forcing heavy reliance on regaining metro revenue share. The key lever is Sydney KIIS breakfast, where survey share fell from 12.7% to 6.9% and weekly cume dropped to 984k, ahead of a new Chris Brown show starting 9 November and meaningful survey data months later. Near-term catalysts include the February result, including any Quasar revenue-share income, and litigation risk from the Jackie Henderson claim, while the first meaningful ratings survey is still months away.
About A1N.AX Investor Commentary
Across the available history and selected sources, Buzzberg tracks A1N.AX (ARN Media Limited) across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: u/whatucha.