Updates and Ideas

Reach - Newspaper group could double profits through digital advertising explosion

February 2021

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

I came across a remarkable report from Zenith (published just before the pandemic), which noted that by 2022 the UK will become the first country where digital ad spend will exceed 70% of total advertising expenditure with run rate forecast digital growth of almost 7%. If anything, keeping us all housebound due to Covid-19 has accelerated this trend and Reach, the UK’s largest newspaper group best known for its ownership of national papers (e.g. Mirror, Express) as well as regionals (Manchester Evening News, Birmingham & Belfast Live and Liverpool Echo), has already said results will materially exceed expectations.While newspaper circulation and associated “hard copy” advertising has long been in decline, Reac ...

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