Marimedia Share Discussion Threads

[wilk1] 20/1/2015 22:02

Great words in the last statement, using the naked traders traffic light system, growth, significant, substantial, increasing, confident to name but 5. I believe when this starts to recover there will be money to be made, a potential one bagger from here. Added to my watchlist and the first signs of a recovery In price and I'm in.

[wilk1] 20/1/2015 21:43

Quite a fall here since the start of the year, any ideas why ? Lack of buyers perhaps ? No news from the company, just started my research, looks a compelling investment case at this price, will probably get cheaper though looking at the chart.

[onjohn] 31/12/2014 17:38

MIGHT BE WORTH AT 25P

[markie7] 04/12/2014 10:31

decent in line trading statement. shows the current drop is probably overdone, and was a response to the warning at Matomy, which seems client specific and not a general problem.

[onjohn] 03/12/2014 15:32

might be worth at 25p

[nurdin] 03/12/2014 15:02

Cant say I was exactly thrilled by their related party transaction on Taptica...the Directors involved must have laughed all the way to the bank !!

Needless to say I dumped my shares on the announcement.

[john09] 03/12/2014 14:55

Over priced in this market

[tomstone12] 22/10/2014 14:34

very quiet around here, anyone have an idea about FY or some news about the company?

[simon gordon] 30/9/2014 08:13

30/9/14:



Since exercising the option to acquire Taptica, Marimedia has commenced the integration process, with a particular focus on leveraging the respective technological skills and expertise of both companies. To accelerate the roll-out of this programme, the Board decided to transfer relevant employees from Marimedia to Taptica, which will result in some reorganisation costs within Taptica. The Company is also investing in providing additional capabilities to Taptica's technology as well as incorporating Marimedia's video mobile and display in order to build its own proprietary technology. As a result, the Company will be able to present a vastly enhanced offer to current customers as well as increase the number of customers it could approach.

The Board expects the investment in staff and Taptica's technology to total approximately $2 million in 2014. Marimedia continues to trade in line with market expectations, but investment in Taptica will impact EBITDA in 2014 - an investment that the Board feels is absolutely necessary and beneficial at this time.

[qs99] 08/9/2014 14:02

and why would that be opodio given sterling results?

[hazl] 08/9/2014 13:55

or may not....

[opodio] 08/9/2014 12:18

may get walked down to 130p

[qs99] 05/9/2014 09:10

Looks an interesting one to me, need to dig a little deeper, but have taken an initial position as would appear to be under the radar screen at the mo...

[nurdin] 03/9/2014 21:10

Masurenguy...yes that related party transaction has bothered me ever since it was announced.Clever move.Reassessing my position now.

[markie7] 03/9/2014 16:12

ok - what is wrong with the cashflow? The only unusual item that I can see is the loan to Taptica

Operating cashflow looks OK to me.

[markie7] 03/9/2014 16:08

this was all in the prospectus, so all fully disclosed. really not an issue. was hardly a surprise to those that invested.

[dlku] 03/9/2014 16:03

Masurenguy 3 Sep'14 - 14:38 - 73 of 75 0 0

Hmmm.......another Israeli company undertaking a related transaction, buying a company that is circa 50% owned by their own directors with cash raised just after an IPO in London. Nice and profitable exit for them, plus repayment of their personal loans to Taptica, courtesy of the funds provided by new external shareholders. Will the latter also derive some benefit from this acquisition too in due course ?



They just emptied the group's coffers. Looks dodgy

[dasv] 03/9/2014 16:02

yep I don't like the free cash flow either so not for me thanks.

[hazl] 03/9/2014 15:17

ptolemy good post

its certainly in the right sector according to research as in post 71 8-)

[masurenguy] 03/9/2014 14:38

Hmmm.......another Israeli company undertaking a related transaction, buying a company that is circa 50% owned by their own directors with cash raised just after an IPO in London. Nice and profitable exit for them, plus repayment of their personal loans to Taptica, courtesy of the funds provided by new external shareholders. Will the latter also derive some benefit from this acquisition too in due course ?

[ptolemy] 03/9/2014 14:25

hazl,

Thanks for bringing this to my attention. I bought a few because I like the business model.

Some have commented on the acquisition of Taptica. Here's an old article but it gives some background I didn't see on the thread. In buying it, MARI execs are getting their money back (and some!) since they funded it, so I hope the auditors have assured themselves that everything is above board with the purchase.

[hazl] 03/9/2014 09:39

seems an unnoticed but excellent bet to me.

just in the category I have been looking for...