SPOTIFY TECHNOLOGY SA SPOT S

April 09, 2018 - 3:31pm EST by

member

						2018	2019
Price:		149.84		EPS		-1.34	-0.61
Shares Out. (in M):		178		P/E		0	0
Market Cap (in $M):		27		P/FCF		0	0
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT		0	0
Borrow Cost:		Available 0-15% cost

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

9	member 6/25/18 2:22PM Re: Spotify advancing streaming royalties to new talents 8
I'm not sure about the nitty gritty of the contracts, but I know that speaking to someone in the industry that Aerosmith was taken off of Pandora. So my guess is that the labels can... login to read the rest 1 view available tags
8	member 6/17/18 8:46AM Spotify advancing streaming royalties to new talents
https://www.digitalmusicnews.com/2018/06/11/spotify-label-new-talent/ https://www.musicbusinessworldwide.com/spotify-market-cap-soars-above-30bn-in-wake-of-news-its-directly-licensing-artists/ The platform is reportedly paying managers and/or independent artists six-figure advances, and then additionally offering these acts a royalty rate equivalent to a 50% revenue share per stream. I don't know what's more worrying: the fact... login to read the rest view available tags
7	member 5/09/18 7:24PM Record Labels sell shares
Not proof but not a good sign that SPOT will get a better deal from labels over time, as anticipated by the market. https://www.bloomberg.com/news/articles/2018-05-07/record-labels-reap-more-than-1-billion-selling-spotify-stakes view available tags
6	member 4/18/18 5:38PM Amazon Shareholder Letter - Amazon Music
https://www.sec.gov/Archives/edgar/data/1018724/000119312518121161/d456916dex991.htm Amazon Music – Amazon Music continues to grow fast and now has tens of millions of paid customers. Amazon Music Unlimited, our on-demand, ad-free offering, expanded to more than 30 new countries in 2017, and membership has more than view available tags
5	member 4/11/18 10:09AM Re: Re: Share count 4
Thanks! view available tags
4	member 4/09/18 4:21PM Re: Share count 3
FD share count from the Prospectus: Presentation of Ordinary Shares As of March 21, 2018, we had 178,112,840 ordinary shares outstanding. Except as otherwise indicated, the number of ordinary shares outstanding excludes (i) 14,977,569 ordinary shares issuable upon exercise... login to read the rest 1 view available tags
3	member 4/09/18 3:38PM Share count
I see a higher number than I was using in my model on Bloomberg, another 22 mln shares only makes the valuation worse. I was just taking the number from the income statement, curious if -3 view available tags
2	member 4/09/18 3:34PM Borrow
I heard form our prime it is 15% but I suspect this will god down as backers sell and insiders move their sahres to accounts where shares can be lent. view available tags
1	member 4/09/18 3:33PM I'm sure this will get the conversation going
I'm hoping to hear from Bulls who think I am wrong and also anybody else who can better see catalysts on the short side. view available tags

load more messages