great DD post by Niko $0.05 HHSE-valuation puts HH
Post# of 7459
(Total Views: 993)
Posted On: 06/17/2017 10:26:27 AM
great DD post by Niko $0.05 HHSE-valuation puts HHSE on-par with CRIM for a stock-for-stock
swap; since CRIM is currently @ an ~$40mm Market Cap:
OTC lists CRIM = $39,755,000.00
& HHSE @ $17mm
http://www.otcmarkets.com/stock/HHSE/profile
So there MAY BE a min. 100% upside for buyers of HHSE at these prices...
It's also CLEAR that the Chinese tend towards investing into the companies & businesses they partner with. Often taking an initial equity stake in a company & then INCREASING their POSITION thereafter. ONE SUCH interest, CMC, is already PARTNERED with HHSE-CRIM; & seems to have done this REPEATEDLY with U.S. studios, film & entertainment interests...
EXAMPLES:
CMC invests in CAA
http://www.businesswire.com/news/home/2017041...l-Creating
CMC buys into IMAX, Dreamworks, BaseFX, & more:
Quote:
According to the Asian Venture Capital Journal, the $350 million figure is a first close target. The overall fund is seeking to raise $600 million dollars and a further sum in local currency. ...
The tranche would be the second US dollar denominated cash pool raised by the group, which covers CMC Capital Partners and CMC Holdings. CMC raised its first dollar fund in 2014 and has had multiple exercises ...
[CMC]...has stakes in IMAX China, Oriental Dreamworks, BaseFX and the Shanghai Dream Center theme park. It is also partnered with Warner Bros. in Flagship Entertainment.
http://variety.com/2016/biz/asia/cmc-media-fu...201810587/
Notice how they operate: The above names are no-big-deal (in that they're not that unusual as partners), right? But what about VARIETY itself?
CMC Partners Invests in Formula E Electric Car Race Series
Quote:
Jay Penske, the founder, chairman and CEO of Penske Media Corporation, which owns Variety, is also owner of the Faraday Future Dragon Racing team which competes in the formula.
http://variety.com/2017/biz/asia/cmc-partners...201989043/
The FACT that CMC is in the film business,... VARIETY "support" represents a SHREWD MOVE. CMC CEO LI RUIGANG has been acquiring stakes in many companies: http://variety.com/t/li-ruigang/
We've ALREADY NOTED:
[] Warner Bros.
[] Variety
[] IMAX
[] DreamWorks
[] BaseFX
[] CAA
& there are others
[] Imagine Entertainment,
[] NextVR,
[] Broadway Global Ventures
http://deadline.com/2017/03/cmc-li-ruigang-wa...202037631/
& there are MORE!!
So, is it:
A Chinese "thing"?
Showing support, respect, & faith in their partnership by taking a stake in it?
A GOOD-LUCK "thing"?
Cementing a common interest & formalizing the union; each with a "fiscal stake" in the other?
Or just all about the M-O-N-E-Y at the end of the day?
In any case, CMC DD shows they are in the film business for the long haul, & have had NO COMPUNCTION with investing money into those with whom they do business:
Quote:
One of the first new titles to be released under the combined Crimson Forest – Hannover House structure is the $20-million dollar action thriller feature "Shockwave" starring Andy Lau and Jiang Wu. The film will be co-released together with CMC Pictures in North America next month.
FIRST-EVER Crimson-HHSE & CMC FILM REVIEWED:
https://www.youtube.com/watch?v=rcYCCznWDQk
http://tinyurl.com/l2zpzde
Quote:
Next release under the CMC venture..."WU KONG" (aka "The Legend of Wu Kong"
in July.....
http://hannoverhousemovies.blogspot.com/2017/...d-cmc.html
With CMC being incredibly WELL-FUNDED, having bought & gained access to MANY OTHER studios, companies, etc., in the U.S., one has to WONDER why they've chosen North American distribution partners in Jonathan Lim's CRIM-HHSE vehicle for these ~$20mm+ films. And, considering CMC's TRACK RECORD of "buying into" U.S. Entertainment Properties, one might consider whether HHSE-CRIM is a very cost-effective acquisition-target.
CEO of CMC has said this:
Quote:
“Money is not everything. If you want to have a successful investment and operation or successful acquisition it requires a deep understanding of local culture and more sophisticated execution capability of running and leading. So in this regard, buying a media asset financially or owning a brand legally is not representing that you can run a business operationally and strategically.”
He added, “We should not be that naive.” History is littered, Li contended, with “so many rich guys trying to buy Hollywood. From China, we should be more reasonable, more cautions and smart.”
So is distributing through tiny HHSE-CRIM, when much LARGER RESOURCES exist, an inexpensive way into the U.S. entertainment distribution market? Providing CMC an independent U.S. footprint & distribution-entity? Perhaps for titles that Warner Bros, Imagine, DreamWorks, & other partners aren't likely to want to manage as they work on $50mm-$150mm+ film projects?
With ALL THESE "distribution options" & HUGE ACQUISITIONS:
https://www.ft.com/content/2cb93908-2c65-11e6...294ad519fc
INCLUDING the coveted & often praised LIONSGATE,...Why'd CMC choose HHSE-CRIM for North American distribution of 2 recent titles ("Extraordinary Mission" & "Shock Wave" & a THIRD ("Legend of Wu Kong" licensed to HHSE-CRIM & coming soon?
Quote:
A consummate dealmaker, Li, 47, quietly has gone about making Shanghai-based CMC something of a gatekeeper to the China market. Often known as the "Rupert Murdoch of China," Li is just as happy with headline-grabbing partnerships such as the Warner Bros. tie-up Flagship Entertainment as he is with taking minority stakes in Imax's China business, Brian Grazer and Ron Howard's Imagine Entertainment and reviving Hong Kong's storied Shaw Bros. A firm believer in investing in the future, Li has led CMC to invest early in a wide range of VR companies. He told THR that the "excessive pursuit of profit at the cost of quality of content" is the biggest threat facing the Chinese film industry.
http://www.hollywoodreporter.com/lists/hollyw...ist-942979
$HHSE
swap; since CRIM is currently @ an ~$40mm Market Cap:
OTC lists CRIM = $39,755,000.00
& HHSE @ $17mm
http://www.otcmarkets.com/stock/HHSE/profile
So there MAY BE a min. 100% upside for buyers of HHSE at these prices...
It's also CLEAR that the Chinese tend towards investing into the companies & businesses they partner with. Often taking an initial equity stake in a company & then INCREASING their POSITION thereafter. ONE SUCH interest, CMC, is already PARTNERED with HHSE-CRIM; & seems to have done this REPEATEDLY with U.S. studios, film & entertainment interests...
EXAMPLES:
CMC invests in CAA
http://www.businesswire.com/news/home/2017041...l-Creating
CMC buys into IMAX, Dreamworks, BaseFX, & more:
Quote:
According to the Asian Venture Capital Journal, the $350 million figure is a first close target. The overall fund is seeking to raise $600 million dollars and a further sum in local currency. ...
The tranche would be the second US dollar denominated cash pool raised by the group, which covers CMC Capital Partners and CMC Holdings. CMC raised its first dollar fund in 2014 and has had multiple exercises ...
[CMC]...has stakes in IMAX China, Oriental Dreamworks, BaseFX and the Shanghai Dream Center theme park. It is also partnered with Warner Bros. in Flagship Entertainment.
http://variety.com/2016/biz/asia/cmc-media-fu...201810587/
Notice how they operate: The above names are no-big-deal (in that they're not that unusual as partners), right? But what about VARIETY itself?
CMC Partners Invests in Formula E Electric Car Race Series
Quote:
Jay Penske, the founder, chairman and CEO of Penske Media Corporation, which owns Variety, is also owner of the Faraday Future Dragon Racing team which competes in the formula.
http://variety.com/2017/biz/asia/cmc-partners...201989043/
The FACT that CMC is in the film business,... VARIETY "support" represents a SHREWD MOVE. CMC CEO LI RUIGANG has been acquiring stakes in many companies: http://variety.com/t/li-ruigang/
We've ALREADY NOTED:
[] Warner Bros.
[] Variety
[] IMAX
[] DreamWorks
[] BaseFX
[] CAA
& there are others
[] Imagine Entertainment,
[] NextVR,
[] Broadway Global Ventures
http://deadline.com/2017/03/cmc-li-ruigang-wa...202037631/
& there are MORE!!
So, is it:
A Chinese "thing"?
Showing support, respect, & faith in their partnership by taking a stake in it?
A GOOD-LUCK "thing"?
Cementing a common interest & formalizing the union; each with a "fiscal stake" in the other?
Or just all about the M-O-N-E-Y at the end of the day?
In any case, CMC DD shows they are in the film business for the long haul, & have had NO COMPUNCTION with investing money into those with whom they do business:
Quote:
One of the first new titles to be released under the combined Crimson Forest – Hannover House structure is the $20-million dollar action thriller feature "Shockwave" starring Andy Lau and Jiang Wu. The film will be co-released together with CMC Pictures in North America next month.
FIRST-EVER Crimson-HHSE & CMC FILM REVIEWED:
https://www.youtube.com/watch?v=rcYCCznWDQk
http://tinyurl.com/l2zpzde
Quote:
Next release under the CMC venture..."WU KONG" (aka "The Legend of Wu Kong"
in July..... http://hannoverhousemovies.blogspot.com/2017/...d-cmc.html
With CMC being incredibly WELL-FUNDED, having bought & gained access to MANY OTHER studios, companies, etc., in the U.S., one has to WONDER why they've chosen North American distribution partners in Jonathan Lim's CRIM-HHSE vehicle for these ~$20mm+ films. And, considering CMC's TRACK RECORD of "buying into" U.S. Entertainment Properties, one might consider whether HHSE-CRIM is a very cost-effective acquisition-target.
CEO of CMC has said this:
Quote:
“Money is not everything. If you want to have a successful investment and operation or successful acquisition it requires a deep understanding of local culture and more sophisticated execution capability of running and leading. So in this regard, buying a media asset financially or owning a brand legally is not representing that you can run a business operationally and strategically.”
He added, “We should not be that naive.” History is littered, Li contended, with “so many rich guys trying to buy Hollywood. From China, we should be more reasonable, more cautions and smart.”
So is distributing through tiny HHSE-CRIM, when much LARGER RESOURCES exist, an inexpensive way into the U.S. entertainment distribution market? Providing CMC an independent U.S. footprint & distribution-entity? Perhaps for titles that Warner Bros, Imagine, DreamWorks, & other partners aren't likely to want to manage as they work on $50mm-$150mm+ film projects?
With ALL THESE "distribution options" & HUGE ACQUISITIONS:
https://www.ft.com/content/2cb93908-2c65-11e6...294ad519fc
INCLUDING the coveted & often praised LIONSGATE,...Why'd CMC choose HHSE-CRIM for North American distribution of 2 recent titles ("Extraordinary Mission" & "Shock Wave"
& a THIRD ("Legend of Wu Kong" licensed to HHSE-CRIM & coming soon? Quote:
A consummate dealmaker, Li, 47, quietly has gone about making Shanghai-based CMC something of a gatekeeper to the China market. Often known as the "Rupert Murdoch of China," Li is just as happy with headline-grabbing partnerships such as the Warner Bros. tie-up Flagship Entertainment as he is with taking minority stakes in Imax's China business, Brian Grazer and Ron Howard's Imagine Entertainment and reviving Hong Kong's storied Shaw Bros. A firm believer in investing in the future, Li has led CMC to invest early in a wide range of VR companies. He told THR that the "excessive pursuit of profit at the cost of quality of content" is the biggest threat facing the Chinese film industry.
http://www.hollywoodreporter.com/lists/hollyw...ist-942979
$HHSE
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