Vend Marketplaces ASA · OSL:VEND
Vend Marketplaces ASA — Media Norge — Investor Day (August 2010)
24 slides from Vend Marketplaces ASA's investor day presentation, August 2010
Slide 1: Consolidation, profitability and digital growth
Media Tittel Norge Consolidation, Undertittel profitability and digital growth Didrik Munch CEO, Media Norge
Slide 2: Agenda
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Agenda Media Norge’s position, results and recovery Current thinking, recent operational ac
Slide 3: Taking advantage of leading media positions in Norway's booming metropolitan areas
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Taking advantage of leading media positions in Norway’s booming metropolitan areas KEY FACT
Slide 4: We utilize those positions to deliver profitability
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt We utilize those positions to deliver profitability EBITDA EBITDA % EBITDA % (mNOK)* (media
Slide 5: And we have a strong underlying cash generating ability
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt And we have a strong underlying cash generating ability CAPEX/DEPRECIATION LAST FOUR QUARTE
Slide 6: Revenue breakdown and development
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Revenue breakdown and development Revenue breakdown Revenue development1) 2010 1H 2010 1H v
Slide 7: Margins vary with business cycles
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Margins vary with business cycles, changes effectuated in 2008-10 aim to stabilize our marg
Slide 8: Agenda
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Agenda Media Norge’s position and quarterly results Current thinking, recent operational ac
Slide 9: Track record of rapid response to risk factors in the media market
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Media Norge has a track record of rapid and adequate response to risk factors in the media
Slide 10: We are pulling all levers at once
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt We are pulling all levers at once to transform MNO to a top performing media organization O
Slide 11: High sustainability of profit gains, as most are structural
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt High sustainability of profit gains, as most are structural – all media houses on track STR
Slide 12: Structure of profitability improvements of >500 MNOK
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt The structure of profitability improvements of >500 MNOK: ~1/3 in locked-in synergies and ~
Slide 13: Four operational focus areas will help deliver improved profitability
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Now: Four operational focus areas will help us deliver improved profitability, and quality
Slide 14: Agenda
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Agenda Media Norge’s position and quarterly results Current thinking, recent operational ac
Slide 15: Status online activities
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Status online activities ONLINE CLASSIFIEDS – GROWTH BY MARKET* ONLINE NEWS PROFTIABILITY (
Slide 16: The climate for selling content to readers online is improving
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt The climate for selling content to readers online is improving – Media Norge plans experime
Slide 17: Getting paid for more of our unique offering
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst We plan to make use of our unique, paying relationship with 472.000 presentation_v1_sap_10072008.ppt Norwegian subscribers t
Slide 18: Expect multiple pricing and packaging schemes across multiple products
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Expect multiple pricing and packaging schemes across multiple products – and a focus on cre
Slide 19: Conclusion
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Conclusion Point of departure: Built on solid editorial traditions, and with just as solid
Slide 20: Shaping the media of tomorrow. Today.
Shaping the media of tomorrow. Today.
Slide 21: Agenda
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Agenda Media Norge’s position and quarterly results Current thinking, recent operational ac
Slide 22: Appendix
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Appendix 21
Slide 23: Group structure and management
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Group structure and management Minority shareholders Board of directors (approx. 600) • Cha
Slide 24: Q2 2010 as reported by MNO 13. Aug 2010
peckse [printed: July 10, 2008 1:30 PM] [saved: July 11, 2008 12:34 AM] \\ldnroot\data\IBD\SECTORS\PROJECTS\Project_Active\Media\Media Norge\Analyst presentation\Draft analyst presentation_v1_sap_10072008.ppt Q2 2010 as reported by MNO 13. Aug 2010 2. quarter 1. half Media Norge ASA – corporate (mil