NZME Limited (NZM.AX) – Dalius – Special Sits
Pitch Summary: NZME (NZM.AX) is positioned as an activist-driven value opportunity, trading at a deep discount to underlying asset value despite dominant market positions across print, radio, and digital classifieds. The company controls ~50% of New Zealand’s newspaper market via the New Zealand Herald, ~40% of radio, and owns OneRoof, a top-tier real estate classifieds […]
