One Media Ip Share Discussion Threads

[the shuffle man] 21/10/2013 13:31

Still only got a market cap of £10m following todays rise !

[jswjsw] 20/10/2013 23:59

Agree, doobster.

The entire chart can't be seen on ADFN. OMIP moved from PLUS markets in April 2013. ISDX gives the whole chart. (ISDX trades still happen, independently of AIM)

Taking the whole chart, the rise from 0.375 in November 2008 went to a high of 11.62 in May 2013. It fell back to 8.88, and so on chart basics alone it is looking fora price just above 20 at some point.

The longterm co prospects are way above this, mind you...

[doobster78] 20/10/2013 17:44

18 - 20p possible this week IMO.

[the shuffle man] 18/10/2013 14:16

nice buying today

[jswjsw] 17/10/2013 15:45

My work relates strongly to OMIP - altho I am nothing to do with them specifically - so not insider dealing!!

However, on a PEG factor around 0.1, with massive ongoing growth potential well into the future, debt/equity of virtually nil, hi cash-generative possibilities, and almost no liquidity, this is an absolute no-brainer.

Nice to join the party...

[jamielein] 17/10/2013 14:45

Yeah, but you don't get rich taking a profit either!

I agree there must be a lot of demand for me to get a price well above the bid price.

[the shuffle man] 17/10/2013 14:12

I dont think there is much stock about which is why we have moved up sharply. I think there is great potential here with the company already in profit with cash in the bank to invest.

Dont blame you for selling. You wont go broke taking a profit !

[nextlink] 17/10/2013 13:52

"They tend to have long periods doing very little".

That was on Plus.
I know they have been pretty flat since the move to Aim,
but that was after a sharp rise, as they moved from Plus.

They are now moving up and I don't think your going to see
those long periods of a static share price
I am suprised we haven't had news of a big deal yet.
Could be an announcement due soon or the BOD determined
not to overpay.

Even this thread is becoming more active.

You got a cracking price and doubling your money is
smart investing.

I'm hanging on because I think the price you got indicates
terrific demand and further to go.

We will soon know the answer.

[jamielein] 17/10/2013 10:12

Thanks. I agree that it's likely these will go up. Especially since I've now sold - I'm a good contrarian indicator!

My reason was more based on the fact that they're not as much of a bargain now as they were a year ago at under 6p.

They tend to have long periods doing very little, and since they've gone up so much in such a short space of time, I thought it a good opportunity to sell.

[microscope] 17/10/2013 09:58

Good luck with your future investments Jamie.
Am confident about the future here myself, and that we will see a steady stream of cherry picking acquisitions with the added cash (I suppose we are starting to look like a target ourselves, hope not though). And as long as someone with the buying power of Helium are picking up shares, I think/hope the share price will just get stronger and stronger.

[harrogate] 17/10/2013 08:28

Hard to argue with a 100% gain in a year but I do think this is in a sweet spot and have a good chunk of money to buy content so can quietly get on with their growth over the next 2 years. A decent sized deal at the right price could push it higher. I am a holder for a while yet

[pjhutchy] 16/10/2013 23:15

Breaking out into new territory. By looking at the bbc video posted by harrogate it looks like old and classic content is coming back into fashion. I've also noticed that hand crafted products, foods and beers are gaining popularity amongst the trendies along with all things retro particularly around shordich and hackney. This trend should help one media get more profit for its content.

[jamielein] 16/10/2013 20:47

Although it's probably a mistake, I decided to sell into this strength. These have more than doubled since I first started buying around a year ago.

They've had a good run, and although they're not expensive at this price, they're quite illiquid. I was offered a good price, so decided to sell.

[microscope] 16/10/2013 15:24

Definitely up-twitchy! :) Some new releases, dated 10th october.



London Evening Standard Snippet.

[harrogate] 16/10/2013 12:17

Yes I liked the Clangers for some strange reason.. do we have any rights to old Clangers material do you know? Price keeps nudging up on small volumes ..maybe something interesting going on?

[briangeeee] 16/10/2013 00:08

Interesting:

[nextlink] 11/10/2013 22:46

Plenty of activity, Helium pick winners,like Scancell last year.
By volume ISDX is above LSE currently

[harrogate] 11/10/2013 12:46

Certainly keen ! Fingers crossed for a bit of action

[microscope] 11/10/2013 12:44

Helium goes over 11%, with the 2 million snapped up.

[harrogate] 10/10/2013 18:14

2 million shares sold by a large holder today. Will be interesting to see who picks those up??

[harrogate] 06/10/2013 10:58

Thanks for that M1

[m1shake] 05/10/2013 17:14

This is the link to the OMIP sooty



It's the early stuff that the company controls.

[harrogate] 05/10/2013 09:56

Saw that Sooty was on ITV this morning.. Do we own all the rights to that does anyone know. Seems to have been a bit of buying yesterday ..perhaps someone Sweeping up the spare shares!!

[capt bligh] 26/9/2013 15:52

w.safestocks.co.uk/wordpress/?p=539

[briangeeee] 20/9/2013 10:04

I think the simple answer is that any significant acquisition has to be demonstrably and significantly earnings enhancing and good value. Also more attractive than what is available thought small lower risk asset acquisitions. By earnings enhancing and good value, I mean in terms of bottom line EPS and NPV.

Trying to judge acquisitions in terms of EBITDA or gross profit multiples is dangerous, although they can be useful as simple filters. EBITDA is most useful when negotiating finance, because it demonstrates the business' ability to repay loans when distressed, but it's not a great metric when considering acquisitions. You need to look at how the target is capitalising and depreciating/amortising/impairing/expensing acquisitions. Also, are there central costs that can be removed post acquisition. Also, how are the senior management paid - are they inflating profits by taking payment in dividends, etc.

IMO, there really is no shortcut for calculating the EPS impact on your own business, and the NPV bang for your buck.