Fund Manager Summary on Vinyl Group Ltd (ASX:VNL)
Vinyl Group Ltd (ASX:VNL) is experiencing significant investor interest, especially following its +34% share price increase to approximately $0.13 in February 2025. Fund managers highlight the company's strategic expansion through recent acquisitions, including Brag Media and Concrete Playground, which are projected to enhance revenue streams, having reached $7 million in the December 2024 half-year. While the growth in media assets is a positive indicator, there are considerations regarding integration challenges and market volatility within the media sector. The ongoing consolidation in the music industry indicates potential opportunities; however, investors should monitor operational efficiency and competitive pressures as Vinyl continues to align its diverse portfolio to leverage synergies across its platforms.
Commentary From The Managers
There are 3 insights from 1 fund managers regarding their investment in Vinyl Group Ltd (ASX:VNL) available on Thesis Tracker.
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Updates are made available to members within 12 hours of being released. The completeness, accuracy or current status of the investments referenced are not guaranteed.
Commentary From The Managers
Cyan Investment Management
28 Feb 2025
$0.13
Summary
- Cyan Investment Management continues to hold an optimistic view on Vinyl Group (VNL +34%) due to its robust revenue growth.
- In February, increasing investor interest was noted due to VNL's media acquisitions.
- Vinyl Group's revenue for December 2024 half reached $7m.
- Recent acquisitions include Brag Media, Concrete Playground, Mediaweek, Funkified, and Seranade.
- These acquisitions are expected to enhance its existing businesses: Jaxsta, Vampr, and Vinyl.com.
Cyan Investment Management
30 Sept 2024
$0.10
Summary
- Cyan Investment Management has provided an update on its investment thesis regarding Vinyl Group Ltd (VNL +10%).
- Vinyl Group has announced three acquisitions in the past three weeks.
- The acquisitions are expected to add over $7m in annual revenue.
- The acquired companies, including Mediaweek Australia, Serenade, and Funkified Events, integrate well with Vinyl’s existing business operations.
- There are additional cost savings and synergies projected from these acquisitions.
- These developments are expected to meaningfully contribute to growing margins and profitability in FY25.
- Cyan Investment Management continues to hold its position in Vinyl Group based on these factors.
Cyan Investment Management
31 Mar 2024
$0.07
Summary
- Cyan Investment Management highlights significant monthly growth in Vinyl Group Ltd (VNL) with an increase of 33%.
- The company is supported by notable investors, including Richard White (founder of Wisetech) and Songtradr, each owning over 10% of VNL.
- VNL has acquired Brag Media, which publishes prominent titles like Rolling Stone and Billboard.
- With its existing assets, including Jaxsta (music data), Vampr (social networking), and vinyl.com (retail site), VNL anticipates nearly $10 million in revenues for CY24.
- Global music sales are projected to hit a record US$28 billion in 2024, positioning VNL as a growing entity in the music market.
- Cyan Investment Management continues to hold **Vinyl Group Ltd** to capitalize on its strengthening market position.
The completeness, accuracy or current status of the investments referenced are not guaranteed.
Frequently Asked Questions
Who is investing in Vinyl Group Ltd (ASX:VNL)?
Fund managers including Cyan Investment Management have invested in Vinyl Group Ltd (ASX:VNL).
Why do fund managers invest in Vinyl Group Ltd?
Fund managers invest in Vinyl Group Ltd due to its strategic acquisitions in the media sector, which are expected to enhance revenue growth significantly. The company reported $7 million in revenue for the December 2024 half, indicating strong performance. Its assets include a diversified portfolio of brands, such as Brag Media and Mediaweek, which complement its existing businesses. Additionally, the growing interest from investors reflects a favorable risk/reward profile as the music industry consolidates.
What happened to Vinyl Group Ltd (ASX:VNL)?
There have been no recent updates from fund managers regarding Vinyl Group Ltd although fund managers including Cyan Investment Management have previously commented.
What is the short interest in Vinyl Group Ltd (ASX:VNL)?
According to ASIC filings, there is negligible or no short interest in Vinyl Group Ltd (ASX:VNL).
What does Vinyl Group Ltd (ASX:VNL) do?
Vinyl Group Ltd. engages in providing technological solutions. It offers a database of official music to streamline for business in the music industry. It operates through the following geographical segments: Australia; Americas; Europe, Middle East, and Africa; and Asia Pacific. The company was founded by Jacqueline Samantha Louez-Schoorl and Louis Schoorl in 2015 and is headquartered in South Yarra, Australia.