7digital Share Discussion Threads

[pet lover] 11/1/2017 15:34

It's a stab in the dark.

Trying to value MQA

£10M
£100M
£1BN

It's all down to actual income received in licensing fees and other metrics to date and perceived future recurring revenues.

We know the idiot will come back with rubbish, but I would like to open it up here.

[rapier686] 11/1/2017 15:20

And what is the basis for your guesstimated figure?

[pet lover] 11/1/2017 14:45

I am trying to take a stab at the investment costs for each of the big 3 record labels to update all their music to the MQA format in a very short timeframe.

That being around 12 months with a finish date of the Spring 2017.

£10M X 3.

[smithie6] 11/1/2017 11:46

Post 1300 makes a very valid point imo...

Clearly you just dont like the point being posted/aired.

[sweenoid] 10/1/2017 20:20

even on filter those 2 bozos take up TOO much space :-)
S

[smithie6] 10/1/2017 19:30

(...18p....to 6p....to 16p....to 6p...
All in 1.5 years...
Its not a share...its a yo-yo !!
...imho that is not 'investing'..but each to own view...

[smithie6] 10/1/2017 19:29

H1 accnts
"Annualised exit MRR up by 10%"

Yawn.
When you report big cash loss and on going worrying increase in payables to worrying level of 6.8M (turnover 10M, ie. 70% !!) (only reason they've stayed open without a cash raise, so far)...& sector companies going bust left & right...& reported that client (was a star client) not paying 800k...

And been spending/losing money like water over last 24 months....

( H1 report said ..'be many contract wins in H2'....another failed promise imho)

('..target generally breakeven in Q4'..(down from 'be profitable in Q 4'
Note. Q4 includes Xmas sales....imo a peak/blip....hence the statement is imo intentional misrepresentation of 'reality'....followed by Q1, worst quarter of the year I am sure)

With all this...then +10% MRR imho is insignificant. And the repeated ramps from petlover dont imho make any sense.

[pet lover] 10/1/2017 16:40

The likes of Smithie6 base their case on the past performance of the company. That gives them plenty of fire power.

HAUSOFMAUS:

The second half numbers should show growth in revenues AND the margins on those revenues being high.If we see 4-5 new services launch in 2017 with large well funded companies then its,👏 game on.

[1bonanza] 10/1/2017 16:38

SP taken a battering in last two days !

[pet lover] 10/1/2017 16:30

SMITHIE6

Totally wrong again.

In the half year to June 206M streams

Nine weeks later over 600M.

The second half may show a Billion music streams.

400M streams, plus Sep - Dec let's say another 600M.

[hausofmaus] 10/1/2017 14:48

I think we're all waiting to see where 7DIG revenue went in H2 of 2016, aren't we?

[smithie6] 10/1/2017 14:38

..that's why 7DIG turnover went...no where !!

& Guvera could not pay its debts to 7DIG !!

& Snowite went into administration

& Omnifone went bust !

Je je

[hausofmaus] 10/1/2017 11:12

"Music consumption is at an all-time high," according to Nielsen Music's 2016 U.S. Year-End Report. The analysis reveals that 2016 was another year with strong streaming growth and some compelling trends for albums.""On-demand streams were the star of the past year for the industry. Audio streams rose 76.4% to total 251.9 billion while video streams increased 7.5% to 179.9 billion. Nielsen calculates those on-demand stream figures from Spotify, YouTube, Apple, Google Play, Amazon, Rhapsody (now Napster), Tidal, SoundCloud, Xbox Music, Slacker, Medianet, AOL Radio, and Disciple."

[ashtree2] 10/1/2017 10:12

added today at 6.3 got great hopes for this one,seems like impatient sellers here

[sweenoid] 10/1/2017 09:13

You TWO are like Morecambe and Wise ......without the laughs

You waste so much of what must be miserable lives on this bb

It's totally unreadable now, full of repetitive posts containing the same old arguments- you are both filtered

:-(
S

[smithie6] 10/1/2017 08:07

Petlover

H1 results

600 million streams versus 72.6 million

Monthly exit revenue up 10%

Conclusion
...it is providing streaming for free...

----

If you want to have a msg brd discussion ..and endlessly ramp the shares..at least please take a look at the accounts !! ffs

[smithie6] 10/1/2017 07:50

..disagree...imo the H1 results report jump in streaming but flat turnover...
Why ?
..imo 'cause the 15 sec streams on musical.ly are imo provided free....(same principal as shops showing their products for free)

'musical.ly ...revenue...hope..grow over time'
Usual SC forked tongue imo. Not 1 number is given. If grows from 5,000pnds to 5,100 pnds...it legally fits in the text....but wld be irrelevant for the accounts & shareholders.

imho the important news is that a cash raise is needed.....and hence imo is being planned at this instant..(if discuss with big s holders then they cant reveal or sell/buy)
Shareprophets has imo also said this....
& the co. does not deny it to reassure shareholders...

[pet lover] 09/1/2017 16:49

Smithie6

Re Musical.ly

Streaming from this service has yet to show in the accounts it started in June 2016
The company has reported massive growth in streaming numbers since, for the site that will be reflected in the full year results.
I don't know if the number of streams on Musical.ly will make much revenue for 7Dig. The licensing deal may have any number of metrics.However the company has said it hopes that as the number of streams grow so will revenues.

From half year results:

We also signed an agreement with musical.ly, the fast-growing global social media platform based around video and music with a strong and growing global footprint of over 100m users and we expect monthly revenues from this agreement to increase over time.

[pet lover] 09/1/2017 16:42

Smithie6

No I don't work for the broker or have any contact with the company ever. I have bought shares at 6P since the directors bought around three months ago. I was attracted to the company not by its past but what I hope in can achieve in the next 3 years.I note your concerns of past performance. It's that poor performance that enabled me to buy into the company at a £6M valuation.

The possibility of very large fast growing recurring revenues overrides the companies poor past performance.An example would be buying a house at the bottom of a slump when all in the market are still calling it lower. 🏠

[pet lover] 09/1/2017 16:30

2017 will be a very exciting year for myself being a shareholder in 7Dig.
I have invested for high margin recurring fast growing revenues.

If they deliver over the next few years this is the effect that we might see.

£1M pounds profit in 2017 with £3M forecast in 2018 might produce a share price

Price earnings ratio of 40 late in 2017 = 28P

If they deliver £2M profit in 2017 and a forecast £4M in 2018

Price earnings ratio of 40 late 2017 = 56P

If licensing deals flow from very large established companies and are followed by bulky streaming revenues these numbers may prove way off the mark.

Mr Cole talked about £70M of revenues projection this time last year in 2-3 years from that date.

The targets I have shown above are based of revenues of £20M maximum.

£70M revenues producing £35M profits and growing fast would see the stock worth a cool Billion Pounds.

As Smithie6 likes to remind us the company has failed to deliver in the past so nothing is guaranteed.I Think they will come good but acknowledge that all investment is a risk for a variety of reasons.

📀📀

[smithie6] 09/1/2017 16:03

Petlover
Your post infers musical.ly pays lots to 7dig

But
Results report jump in streams due to 7DIG
but that co. continues to eat cash...

& co. only still alive 'cause it has let its payables rocket..

[smithie6] 09/1/2017 16:01

Petlover
Do you work for the co. broker ?

Have you got the job to pump up the share price to assist getting ppl to take new shares....at a discount.

[smithie6] 09/1/2017 16:00

"2017 is going to exremely exciting for 7Digital"


The MD has been saying that listed UBC phps 15 yrs ago. The RNSs are all on advfn if anyone is bothered to read them.

The reality is that just consumed money.

[smithie6] 09/1/2017 15:57

..and the report also reveals that 90% of car licence holders would like to own a Ferrari or Porsche

And that 99% of hetro men would be willing to sleep with Julia Roberts as she looked in Pretty Woman

;-)

[pet lover] 09/1/2017 15:37

BY BRAD RUSSELL | NOV. 8, 2016
SHARE THIS
In recent years, the music and consumer electronics industries have collaborated to lead a resurgence of interest in high-resolution audio. The movement is a reaction to the perceived loss of appreciation for recording-quality music resulting from the widespread adoption of compressed digital music formats (MP3, AAC, WMA) developed for digital download, players, and sharing services.

As a leading advocate in the high-resolution audio (HRA) movement, the Consumer Technology Association (CTA) shows that 9 out of 10 consumers consider sound quality the most important component of a quality audio experience. CTA also reports that 37% of consumers are interested in listening to high-resolution audio.