ContentFilm

I think it's fallen quite enough now thanks very much! The recent pullback (nice graph Squareroo)has done its job. The PE is now less than 10 and CFL are growing their earnings at a terrific rate. They will do 3m quid PBT in this year to March and that will be 10 times what they did last FY. The City will love that kind of growth and Content are in for another great year and so are its shareholders.
The they have nother 30m quid in tax losses from the old business before they even have to think about Grabber Gordon. Edison said in its recent note that they feel their own figures may be conservative and that in any event they see CFL as having a 20% discountto their peer group. CFL are the best value in this sector by a long way.