Matomy Media Share Discussion Threads

[mickharkins1] 11/5/2016 13:27

Hi Dogwalker - I'm still on the sidelines and not planning on getting back in anytime soon.

The resignation but more importantly his large share sale of over 2.8 mio shares does not look too encouraging!

[dogwalker] 01/5/2016 10:58

How about now , mick? ! What are your views re the recent director resignation?

[mickharkins1] 09/11/2015 04:55

For the sake of posterity, I sold out of these a few weeks ago on the day of the profit warning from ADGO...I was obviously worried that there was a read across to the performance of MTMY.

I have since been told by MTMY that there is no change to their previous guidance.

I'm watching for a possible re-entry point, however, will most likely wait until results are published to get confirmation that they hit their revised targets.

[mickharkins1] 08/10/2015 14:36

Share price has been moving up nicely the past month and still plenty more to go based on the fundamentals + chart, imo.

A nice quiet thread too (although maybe a little too quiet)!

[mickharkins1] 18/9/2015 01:53

Hi GHF, I hope you're well Buddy and thanks for the kind words!

I have CROS on my watchlist as it does look cheap, although the chart does not look too healthy at the moment.

MTMY (and also XLM which I hold) are more just a small punt for me as they operate in a sector which I confess to not understanding/trusting too much...it is evolving and changing very quickly and my guess is that in a few years quite a number of these companies will no longer be around, or if they are they will have had to be very agile to quickly adapt their business models to the fast changing environment.

The other side of the coin is that the sector is experiencing exponential growth and some of these companies will no doubt do extremely well - I also believe all these small companies are potential bid targets, possibly by the large traditional advertising companies.

Regarding CNIC, it was a fortuitous pint I enjoyed with Michael when he mentioned them...took a small stake, however, sold out recently to leave some profit for the next man ;-) Definitely an interesting company and dare I say potential multibagger...another one I will continue to keep an eye out for.

All the best,

Mick

[glasshalfull] 17/9/2015 18:54

Mick,

Just popped by to compliment you on the thread & a lovely response to negative argument on the Zulu thread. Reminds of the times I did likewise but simply don't have the inclination now as usually little or no interaction.

I'll cast my eye over these again...our mutual friend messaged me recently to inform that you were keen ;-)

Should mention taken small positions in fellow Israeli listings ADGO & CROS as my programmatic media plays which have both recently IPO'd & also succumbed to share price falls despite positive updates. Reason I preferred them in comparison to MTMY previously was that both ADGO & CROS have focused on their respective technology platforms (purer software play)& forecasts for both suggested operating margins double that of MTMY.

Revenue growth was also greater in respect of the two I mention & in the case of CROS, I believe MTMY & Publicis are both customers of their platform.

Best of luck Mick...hope it proves to be a great investment for you.

Regards,
GHF

P.S. Still got your CNIC ;-)

[saucepan] 16/9/2015 06:42

mickarkins1: Thanks for drawing MTMY to attention and for such a well-made pitch. I agree, the Company looks very interesting. I have added to my 'watch list' and will research further.

[mickharkins1] 10/9/2015 01:15

There were two broker notes published after the interim results, with forecasts as follows (translated at $1.54/GBP):

Canaccord: 2015 EPS of 11.4p, rising to 15.3p next year.

Shore Capital: 2015 EPS of 12.8p, rising to 17.8p next year.

Add in the cash pile for future acquisitions and these look extremely cheap.

The notes confirm that, following the difficult first half, the company are on track for a strong second half.

[dlku] 09/9/2015 07:36

oneillshaun 8 Sep'15 - 21:30 - 3042 of 3044 0 0

mickharkins1 - Matomy took a huge hit and got some kind of block from a number of marketing channels. I have worked with them first hand as a client and to be honest i would never invest a cent into that company.

[mickharkins1] 08/9/2015 06:37

I just bought into MTMY and have started a new thread with charts, etc.:

[woodcutter] 05/3/2015 18:18

Another israeli media/software company trotting out heavy EBITDA figures. Late last year director selling in significant quantities, granted to publicis, so i'll reserve judgement for now. One wonders why there was so little interest in the original IPO.

Has all the hallmarks of another MWE to me. Chinese, Israeli etc. companies on AIM have a very poor record of retaining shareholder value.

Will watch with interest when the results come out on the 10th of March, i wonder how much capitalised development we're going to see in the cashflow statement! and how it compares to the amortised costs?

aimho

woody

[thechancellor] 24/2/2015 18:44

The full year results are due in a couple of weeks the 10th of March.
It looks like they are trading in line with expectations but I suspect they may do a bit better then that.

[puku] 03/12/2014 13:09

9 ths results show eps 13c = say 9 p so forward p/e still about 18. Don't see how Canaccord can forecast eps 17.6 p

[gargleblaster] 25/11/2014 21:34

Is this a ghost thread - just checking?

[nw99] 16/9/2014 17:16

Good to see 1000 shs traded

[jeanpenty] 16/9/2014 14:44

First trade today gone through.
only 10% free float needed according to listing rules.
All must be held by instis from the IPO i guess.
Nowt going on at the moment

[nw99] 16/9/2014 14:02

Is the co real ?

[montynj] 15/9/2014 18:25

It's the only one listed so far...the first.

[jeanpenty] 14/9/2014 09:29

I note this company is listed in the new High Growth Segment of the main market- a half way house between AIM and full listing.
Does anyone have a list of what other companies are so listed ?

TIA

[nw99] 13/9/2014 17:56

No mention in Sharewatch today unfortunately

[nw99] 11/9/2014 12:20

Dlku what you suggesting