||EPS - Basic
||Market Cap (m)
One Media Share Discussion Threads
Showing 526 to 548 of 550 messages
|It would be fair to say that over the last 2 years or so the story of OMIP has been a lot of "not what they expected" Key issue here is that the business model means that revenues are declining and the focus on Men & Motors won't plug the gap. We have cash so not going to go bust but we are the walking dead as far as the share price is concerned. I suspect it remains a fun company to work in and for but not a fun company to be a shareholder in.|
|Hmm not exactly what they expected So infringement case lost|
|Yes, its there, but look at the dates of the vids...|
Looks good to me.|
|Am I looking in the wrong place on YouTube ? Only the Men and Motors channel I found has the LATEST video as 8 months old.
So in words of one syllable: WTF ?|
|Reckon its a toss of the coin.
The 'thrown away the rulebook' stuff sounds good, but it basically means the whole thing is an experiment. I think OMIP is just like a film industry punt now - the statements certainly read like that. Too many cliches about change, digital, being alert to opportunities - all the usual.
Re: the Men and Motors pilot:
Michael Infante CEO & Chairman and said:-
"We have tested the brand on YouTube and have been delighted at the level of
interest in seeing the brand being re-launched. We intend to pitch to broadcast
partners and will confirm a production company to deliver the show once a new
broadcast platform has been established. Having been involved in the making of
the pilot I am excited at the enthusiasm and energy that the newly formatted
show will demonstrate. Shane & Torie and their co-hosts, have a TV broadcast
chemistry and professionalism that really makes this a whole new motoring TV
format. It's a blast. We have thrown away the rulebook and rewritten the way
that our intended target audience will reconnect with cars, trains, planes,
boats and high-tech 'stuff'. A boy's toys special that girls will love. We have
a horde of games and the latest in-car and gaming technology"
I've basically invested in some new product launches. Fair enough. Just don't make it out to be anything else please Mr. Infante.|
|Is anyone feeling a bit more positive. Can the new men and motors show be the saviour of this company ?|
the shuffle man
|Risers & fallers: Avanti Communications, San Leon Energy, Osirium Technologies, Bellzone Mining, Alexander Mining
11:12 26 Aug 2016
Here we put the spotlight on Friday's market movers
A long awaited oil deal is drawing to a close - sending San Leon higher
Below are some of the main news-driven share price changes at 11am
Avanti Communications Plc (LON:AVN), up 12% to 39.5p. The stock that rose earlier this month on takeover talk was rising again on Friday.
Industrial Multi Property Trust (LON:IMPT), up 12% to 175p. Interim results revealed a rise in asset value, narrowing losses and better occupancy.
Osirium Technologies Plc (LON:OSI), up 12% to 193.5p. The cyber security firm landed a contract to provide an asset management group with its full suite of products for some 3,000 devices. It is a three year deal that will add a material financial contribution in 2016, it said.
Ferrum Crescent Ltd (LON:FCR), down 7.5% to 0.25p. The mining sector junior announced an issue of equity from the exercise of options – 44.6mln shares with trigger price of 0.165p – which follow on from a share placing executed earlier this year.
North River Resources Plc (LON:NRRP), down 6.9% to 13.5p. It releases a project update on its operations at the Namib lead & zinc asset, in Namibia.
Bellzone Mining Plc (LON:BZM), down 6.5% to 0.215p. The mining sector junior gave back some of Thursday’s gains, which were triggered by a positive update on the group’s ferronickel study results.
Below are some of the main news-driven share price changes at 9:00am
San Leon Energy Plc (LON:SLE), up 67% to 48.5p. The oiler’s shares resumed trading after a near eight month suspension on AIM. It comes as the group unveiled details of a £170mln share placing which takes it closer to sealing its long awaited Nigerian oil acquisition.
Alexander Mining Plc (LON:AXM), up 25% to 0.22p. The mining sector junior added to gains from Thursday, when the group announced a licence agreement with Accudo Metals for projects in Australia.
One Media IP Group Plc (LON:OMIP), up 17% to 3.5p. Investor eyes are seemingly smiling on the media group which on Wednesday announced a deal to acquire 1,100 Irish folk and Celtic music original recordings – it comes after eight years of marketing the songs on a shared royalty basis.
AstraZeneca Plc (LON:AZN), down 1.3% to 4,943p. Share price weakness among drug makers continued through Friday, amid caution following renewed scrutiny from US presidential candidate Hillary Clinton this week.
Concurrent Technologies Plc (LON:CNC), down 4% to 62p. The outlook statement in Friday’s interim results reads positively enough, though the figures themselves seemingly showed a flat performance.
Strategic Minerals PLC (LON:SML), down 9% to 0.24p. The move lower follows the release of a quarterly update on Thursday afternoon.|
|Be interesting to see what opportunities appear as a result of the Men and Motors pilot. Quite a good time to have developed it I think, given the problems with Top Gear.
Fair number of visitors to the YouTube channel to prove there are plenty of potential viewers of a TV program. Quite what sort of profits you get from selling programs to TV channels, I have no idea. Anyone ? I know films are a very high risk lottery.
Not sure what the up-to-date-digital-stuff-for-todays-connected-viewers could be though.|
|This relates to cover versions and sound alike recordings, which I am unaware of what level of copyrights OMIP represents. It's indicative though that the big streaming services are still orientated towards the "originals" and maybe of interest for current holders.
As the market expands into streaming it's not guaranteed that all "boats" will be lifted up in the same way across all the segments of catalogue. The concern here is the very deep catalogue and the way the services look to grow their subscriptions might inhibit OMIP, both in the short term and long term.
I don't hold. Just saying.
Labels complain about covers and re-recordings barriers
Some cover versions and re-recordings of classic songs are being “hidden” by the algorithms of popular digital music services, including iTunes and Spotify. That’s according to a Billboard feature which airs some labels’ complaints about a crackdown on ‘duplicate’ content – one label’s revenues are down 50% while another reports a 60-70% decline. The suggestion is that a (welcome) clampdown on ‘soundalike’ songs issued as speedy covers of popular chart hits has also affected artists who are legitimately re-recording their own back catalogues – often after regaining the rights from their original label. However, Spotify’s Steve Savoca is quoted on the other side of the coin: soundalikes and covers where “there’s often not a respectful intent. Some soundalike artists are trying to [place] tracks not even released and not yet in the catalog… there’s quite a bit of garbage. We’re trying to separate the wheat from the chaff”.
Source: Billboard – http://tinyurl.com/zznshab|
the shuffle man
|HH must see good potential here to have upped their stake to 8.8% :-)|
|I added a few shares recently as OMIP were only on an EV of £1.6million at the time. Share price back to the level of 2011 following the disruption caused via the current streaming model.
To place this in context, Points Classics was acquired for $1.6m in 2014 not to mention the value of their library of over 250,000 music tracks & 10,000 hours of video. In other words, I see considerable value at the current price notwithstanding current headwinds.
There are a couple of potential catalysts that may prove lucrative in the short to medium term, as mentioned in the results statement. TCAT would appear to open up a number of possibilities for OMIP while the results RNS spoke of opportunities surrounding Men & Motors.
Looks like I'm not alone in adding. Hargreave Hale has just RNS'd that their holding has moved above 5%....up to 8.8%.
Hopefully we've reached a nadir & can look forward to some positive newsflow during coming months.
|I like the sound of this deal|
|Some one bought 250000 shares yesterday?|
|I can appreciate some of the comments made in the statement, in that they are not doing anything actually wrong, there's no question over the commitment to the business.
I just find that I've invested in something after its initial growth, just when its market was changing and the impact of the changing is an unknown. Should have thought about it a bit more - I'm not into investing in experiments.
The development of the industry is all very interesting, but not an investment I should have made. Its more interesting listening the music than watching OMIP play a waiting game to see how things pan out.
It appears that OMIP are actually having to 'follow', in contrast to some of the noises from last Feb's finals:
"Leading and embracing change is what One Media was born to do. When the Group
was founded in August 2005, and subsequently listed on Ofex (now ISDX) in 2006,
it was amidst a changing world of music formats. Then it was the era of the
birth of digital and the downsizing of the Compact Disc markets. Ten years on
and we are witnessing a new generation of digital music and video marketing
initiatives with another shift in consumer behaviour."
I guess the changes then were beneficial and the ones in the last few years are playing havoc. Hopefully its not a permanent reduction in revenue.|
|it is an interesting statement to read. alot of detail. but no light at the end of the tunnel. They are already 4m into their H1 numbers. If there was any sign of stabilisation I would expect it to be commented on.|
|I see Panmure are sticking to their 10p price target. They have profits falling again in 2016 before increasing again. Areas of software, TV programming and neighbouring/synchronisation rights could have a significant material impact but are too early stage to be brought into forecasts as yet.
Need to hope for one of these areas to take off.|
the shuffle man
|Any comments on todays results.
Obviously disappointing that sales and profits have fallen.
If this can now stabilise at these lower levels the stock would look cheap with a market cap of under £3m.
Anyone seen any forecasts. Are the profits going to drop again next year.|
the shuffle man
|It really is time for them to change strategy here. I can see no evidence that they can continue the investment in content with any certainty that there will be an adequate return. I believe they need to cut costs significantly as I have been saying for a while and increase the dividend massively to turn themselves into a sort of annuity that might attract income investors and so get the share price up. I suspect that this won't happen as I think it is now run as a lifestyle business for the employees - which is great for them as it looks a fun place to work but holds out little hope for us shareholders. If that is not done then MI should look to sell the content if it is worth more than the market cap as has been said a few times. Doing the same gets you the same I am afraid|
|Not exactly a surprise and all the previous stuff about welcoming Apple's initiative and aiming to be on the curve or ahead of it or ready for it or whatever, just comes across as the usual media-types' waffle.
'Remains to be seen how it will play out' is one of those 'interesting' statements that actually means 'We might do OK, or we might tank completely, we have no idea.'|
|Each half is getting incrementally worse.|
|Profit warning, not too worried as they are cash rich with no borrowings but what future do they have ?|
the shuffle man