Rhythmone Share Discussion Threads

[barkboo] 16/1/2017 08:47

Rthm have large investors that are well known for their aggressive tactics and winning ways - those investors have recently increased in line with the acquisition, they know this market and how it works.

RTHM/BlNX have paid the price over these last couple of years - do you really think they care about helping traders? Lol

Those that know have their money down for the 240p - those that want to trade, continue to be frustrated.

Scaffolders send their love!

[jwoolley] 16/1/2017 08:44

Not a bad bunch of "words" again....Those expecting numbers and going on about really should get off that band wagon now. Rhythmone management always release rns's with more questions than answers....But these quarterlies are becoming more informative.

Still can't help thinking with these kind of updates...They are seeming more and more like an advert for selling the company...

Just a thought anyway.

[gowlane] 16/1/2017 08:39

wouldn't argue with those actual figures football but 1R started from a very low base

the growth curve is flattening out, if the 10% bounce in Q3 is down to seasonal patterns, looks like we are flatlining

and Q4 is yet to kick in. Last year Q4 programmatic revenues halved on Q3 for some bizarre reason, not expecting that calamity but a definite pullback seems indicated

[football] 16/1/2017 08:36

does that mean they are in profit now and don't need to make anymore money in the 4Q and anything from here onwards is just icing on the cake

"As we enter the seasonally slowest quarter of the financial year, the performance we have achieved during Q3 creates the foundation for our expectation of a return to full year profitability in FY2017"

[kendonagasaki] 16/1/2017 08:34

Quality fill rates at profitable metrics guaranteed clean is where the action is IMO.

[gustafssonj] 16/1/2017 08:32

Looking impressive! That TU Points towards profits already IMO.

Going forward, the main emphasis for the board show be to improve Fill Rates. I am new to RhythmOne. Could someone in the know, kindly, explain how Fill Rates can be increased?

[sikhthetech] 16/1/2017 08:31

Loaf, you still think the TU is good...

[sikhthetech] 16/1/2017 08:30

Vol is up 94% yoy... you would expect vols to increase significantly, given it was in the early stages last year, so a low base...Also given they are expanding into new terrorities..Maintaining that growth vol will be key..

[football] 16/1/2017 08:30

RhythmOne says Q3 performance in line
Monday, 16th January 2017
RhythmOne's Q3 2017 financial performance was in line with previously upgraded expectations for FY 2017, it said.

"During the seasonally strongest quarter of the financial year, the Company produced sequential monthly growth in revenue and EBITDA, with Core products accounting for approximately 84% of group revenues," the company said.

"This performance was led by particularly strong growth in programmatic platform revenues, which achieved new daily, monthly and quarterly benchmark highs."

The acquisition of Perk, Inc. remained on track and was set to close in January 2017.

OUTLOOK

"We are pleased to provide this update on our third quarter trading, with revenue and adjusted EBITDA performance in line with expectations," said ceo S. Brian Mukherjee.

"Our primary driver of growth - the RhythmMax platform - hit record highs for revenue and profitability during the Period, which we see as clear evidence of progress against the Company's stated strategy.

"As we enter the seasonally slowest quarter of the financial year, the performance we have achieved during Q3 creates the foundation for our expectation of a return to full year profitability in FY2017.

"We also look forward to closing the Perk acquisition, which will add a substantial volume of unique mobile and performance supply to our platform, and to onboarding Perk's leadership team, which will bring significant and relevant operational experience, as we look to drive profitable growth organically and through acquisitions."

[football] 16/1/2017 08:27

seems STT thinks "buy and build" or buying growth is ok if your ramping the stock




sikhthetech12 Jan '17 - 08:35 - 1316 of 1344 1 1
<.....
The ne>xt step as part of the 'buy and build' strategy

[bennywin] 16/1/2017 08:18

Obviously Barkpoo can't count .

[alex1621] 16/1/2017 08:17

I had similar thoughts ... I thought the objective was to build a programmatic platform and "they will come"? It looks like they are buying traffic as opposed to attracting it. And given their track record on acquisitions we should all be wary. It is possible to show growth just by acquiring, but the return on that growth becomes less and less.

[football] 16/1/2017 08:15

gowlane odd what you see on the shorters thread and the way Brassneck sees it on lse MB


Q3 Revenue (based on the table) +77% year on year to $35m
Q1-3 Revenue +55% year on year

Volumes growing at 90%+

If you multiply out the volume (shown in billions) by the fill rate and price ($ per thousand) you get $35.3m revenue vs $19m Q3 16. Do the same for the other quarters and you get $90m vs $58m.

Fill rate did roughly halve but price nearly doubled so revenue still strong.

This is of course just the programmatic stuff and there is more than just this in the numbers so they still have to demonstrate a return to profitability but on their core the growth does appear to be coming through.

[gowlane] 16/1/2017 08:15

we needed a whopping boost in Q4, to bring expected annual revenues up to over $200m to show FY17 profit in my view

We are definitely not going to get the seasonal bounce of 40% in H2 on these figures, that hope is long gone

so we are looking at a full year loss for FY17, the question is will FY18 be our fourth straight year of losses and cash burn?

[lance corporal winstanley ash] 16/1/2017 08:09

Interesting comment gowlane. Care to elaborate as that's quite some opinion?

[lance corporal winstanley ash] 16/1/2017 08:08

gowlane16 Jan '17 - 07:54 - 2739 of 2739 0 0"It looks like Perk was bought simply to muddy the waters, sorry that’s just my opinion"

[sikhthetech] 16/1/2017 08:07

Fill rates dropped!!Not much to go on from that TU...

[stocky] 16/1/2017 08:06

Exactly bbonsall. Cpm and volume nearly double whilst fill rate halved.

[kendonagasaki] 16/1/2017 08:04

190k buy gone through?

[barkboo] 16/1/2017 08:04

Just one line in the update was enough!

[barkboo] 16/1/2017 08:02

Stocky - some of those that have posted here this morning, seriously need to move away to premium bonds...perhaps become a social worker?

[bbonsall] 16/1/2017 08:02

Alex1621
The latest Q3 revenues are double Q3 last year.
Last year: volume x fill rate x price = 3billion x .6 x 1 = 18
Now: = 6 x .3 x 2 = 36

[football] 16/1/2017 08:02

gowlane16 Jan '17 - 07:54 - 2739 of 2739 0 0


"It looks like Perk was bought simply to muddy the waters, sorry that’s just my opinion"



if so sell up and move on then if you don't trust the BoD

[kendonagasaki] 16/1/2017 08:01

This slow quarter ahead may still surprise also.Well they are not going broke anytime soon!Brian keeping it all under the sheets still. Here's to another three months of assumption?