7digital Share Discussion Threads

[the shuffle man] 26/5/2017 10:38

Pet Lover take a look at OMIP. I now you like recurring revenues and their announcement yesterday could be a game changer. Under radar with a tiny market cap.

[pet lover] 25/5/2017 14:55

Car radio comes to mind.

[pet lover] 25/5/2017 14:55

Great article for those that have understood 7dig"S position in these new embedded streaming platforms.

[che7win] 25/5/2017 10:58

"The Company considers that it is important that all shareholders, who have supported 7digital, be given an opportunity to participate in the Capital Raising and accordingly the Company is announcing and Open Offer of up to £0.75 million to Qualifying Shareholders"

Thanks a bunch 7dig!

[dickiebird2] 25/5/2017 10:33

Keep the faith Miton are no mugs GLA

[hausofmaus] 25/5/2017 10:11

It's low for sure, but not an all-time low - I've bought at 5.5 in the past... hopefully won't have the opportunity to do so again...

[barnetpeter] 25/5/2017 10:04

just 5.75 now bid...alltime low

[tiger60] 25/5/2017 09:30

Squeky bum time indeed. It is a game of chance, hopefully tilted in favour of investors...one thing would make me incredibly upset if stock is being dumped based on a leak and a rns confirming bad news comes out subsequently and you get the double drop based on initial sell off and then rns. Just wrongnon so many levels.

But as i said there is no indication (volumes) of this and maybe buying at 6.22 is a chance of a lifetime. Cone on 7dig!

[barnetpeter] 25/5/2017 09:21

Maybe....but stock being dumped at a loss at just 6p now and just above all time lows. With absolute rubbish ....no asset shells....valued at more than the mkt cap of 7 dig this is either a bargain or a loss making trap.


Pays yer money......

[tiger60] 25/5/2017 09:03

The acquisitions may have issues or they may not - we just don't know but 24-7 is scheduled to be income credititive in 2018 (and beyond) with an incumbent customer (also now shareholder) so in the medium term that is quite solid.

I personally believe that it is general apathy and a little reaction to the lack of news flow so far this year. It is an incredibly illiquid stock and can change in minutes.

[barnetpeter] 25/5/2017 08:57

I am guessing a loss this year with disappointing results. If so, the share price will tank to around 3 or 4p.

The acquisition may have issues.....profits may be tough to achieve and the business model may be hopeless. Look at RBG for a stock where costs have crashed the price.

This was always a blue sky stock and very high risk so investors need to look longer term here and accept they might lose the lot or get diluted to very little. Such is Aim and this was always a high risk punt. The company could help by being a bit more proactive I think.

There again some smart people are heavily invested here!

[bloomer2] 25/5/2017 07:17

What rns are you expecting in May?

[bloomer2] 24/5/2017 23:57

My view is that the acquisition of 24/7 is impacting on the share price. 7Digital will have to bear the cost of running 24/7 before the business is fully integrated increasing admin expenses. It will be another year before we get a clearer idea of the profitability (or otherwise) of the business.

[tiger60] 24/5/2017 13:02

hmm wait for what? It is falling back to lows at a time it should be progressing to new highs based on expected news flow. Now either there is bad news in the pipeline or a large seller. The volumes don't support a large seller in the background, which would also lessen the risk of news of an adverse related leak.

So why the fall? From the given information I am content with my investment but I always review risks and one of my triggers is a % fall in the share price I hate unknowns because it then turns into a gamble and I have already noted a risk with the financials (accounts payable) and lack of clarity of revenue streams (length of contracts/values). On the positive side margins are huge against a fixed cost base if, and only if, we get those new contracts and keep enhancing existing ones. I am presuming the license fee is tiered to usage. Obviously not to individual streams but when demand crosses certain data points we must get an extra payment?


Anyway feel by the end of this month I may get a bit more info.....using 'bow-tie' risk modelling and measuring qualitative and quantitive risk in a basic manner and allocating my own risk rating!

6.24 to buy , looks like a delayed sell of 200,000 yet to be reported.

[ashtree2] 24/5/2017 12:35

waiting game here,tho now u can pick up below placing price which I have done.

[tiger60] 24/5/2017 12:17

Quote of 6.38 to buy 150,000 looks weak again. Remember shares can go up as well as down!!!

[tiger60] 23/5/2017 12:33

No I am fine with my investment. I still hold and believe a rns is days away.

My worry is that info has leaked but the volumes console me on that front and i err towards impatience as the reason for the selling.

The bigger picture is clear, the financials arent. As a calculated investment I believe the risks are outweighed by the rewards, but that doesnt mean i am not concerned by them.

I think things are coming to a head. Will sc's vision turn to reality. I can see this working, i like 90% margins and on the whole I am in for the foreseeable future. But of course you may be right....

[monte1] 23/5/2017 12:18

Is that teh sound of pennies dropping that I hear?

[tiger60] 23/5/2017 12:07

I look at the chart above, i have lstened to all SC's presentations and the share price is still under pressure today at 6.38.

The price action would indicate something is amiss but the volumes dont support that. Maybe just apathy and people losing patience with management. I must say 7dig dont help themselves and I would like to understand in relation to the share price how sc has built shareholder value over the last two years. Time to deliver - all talk and no action

Personally feel they are failing existing holders with lack of progress and a diminishing sp, and alienating new investors by lack of financial clarity and new contracts.

Even a good rns this week will only restore the share price to what it was.

[tiger60] 23/5/2017 07:34

Sorry no rns. But not many working days in May left.

[tiger60] 22/5/2017 23:23

Taxi for PL. Running out of relevant links?

Lets hope for that rns to save us all from this depressing state of affairs...

[pet lover] 22/5/2017 21:43

MQA is in the hands of the record companies.

It gives them the power back.

[pet lover] 22/5/2017 21:36

MQA can do a Uber

[pet lover] 22/5/2017 08:01

Apple are tiny in the music game right now, 20M v world population of 7 BN

7Dig is B2B not B2C.

[bloomer2] 22/5/2017 07:47

Thanks for your response Rapier686

Regarding the financials, I would like to understand why we have seen a huge increase in streaming, but MRR has remained flat over the last year. It suggests there may be a problems with the business model - are some companies licence fees being heavily discounted to win the business!

I suspect Apple will have some say in the success of MQA!