Fund Manager Summary
The fund managers believe there is a significant opportunity for growth with Vinyl Group Ltd (VNL), particularly following its recent performance, which saw a 33% increase in share price. In their opinion, the company’s backing by notable figures such as Richard White and partnerships with music licensing firm Songtradr, each holding over 10% of the company, enhances its credibility. VNL's acquisition of Brag Media, publisher of influential titles like Rolling Stone and Billboard, alongside its existing ventures in music data and social networking, positions it to potentially generate nearly $10 million in revenues in CY24. With global music sales projected to reach a record US$28 billion in 2024, fund managers view VNL as a growing force in the global music marketplace.
Source: Trading View
Commentary From The Managers
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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.
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Please note: 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
- 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.
Summary
Cyan Investment Management
30 Sept 2024
$0.10
- 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.
Summary
Cyan Investment Management
31 Mar 2024
$0.07
- 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.
Summary
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
ANALYST INSIGHT
Equity Research Analyst
"With major players backing it and a strategic acquisition under its belt, Vinyl Group Ltd appears poised to ride the wave of a booming music market, potentially transforming into a powerhouse in 2024. Investors should keep a close eye on this evolving narrative."
Last Updated: 28 Feb 2025
Query The Data
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 are investing in Vinyl Group Ltd due to its strong performance, highlighted by a 33% increase in share price. The company is strategically backed by notable investors like Wisetech founder Richard White and Songtradr, each holding over 10%. Vinyl's recent acquisition of Brag Media, along with its existing ventures in music data and social networking, positions it to generate nearly $10 million in revenue in 2024. With the global music market reaching record sales, Vinyl is poised for significant growth.
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.