One Media Ip Share Discussion Threads

[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. HTTP://onemediaip.com/news/?article=new-releases London Evening Standard Snippet. HTTP://onemediaip.com/about/media

[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: HTTP://www.bbc.co.uk/news/entertainment-arts-24538656

[nextlink] 11/10/2013 22:46

Plenty of activity, Helium pick winners,like Scancell last year. By volume ISDX is above LSE currently http://www.isdx.com/forcompanies/ourcompanies/companydetail/default.aspx?securityid=10753

[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 http://m.youtube.com/ClassicSootyShow?uid=6H7s6P8sKSZDurn6WAGvzQ&desktop_uri=%2FClassicSootyShow 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.

[harrogate] 20/9/2013 09:21

Of course Apple is on a very low multiple but Google isn't which illustrates the point very well. As always until the invesment community can have more visibility on OMIP I don't think it is ready to give its verdict: 1) How is the monetisation of the video coming through 2) What is the growth in revenue from existing catalogues 3) How well is OMIP going be able to add content and how is to going to use its current cash pile Clarity on these points will be vital in my view in the ability of the investment community to see how favourable the wind is for OMIP!

[m1shake] 20/9/2013 09:16

It's a good analogy but as they say in catchphrase it's not the answer I was looking for. Multiples are variables yes on the quality but also on the potential of where something can go. If omip were google or apple we would be looking at multiples on a different scale. I just wondered what the community thought of omip stock and where it can go given a fair wind?

[harrogate] 20/9/2013 07:43

Interesting answer .. isn't the question almost the same as how much is a loaf of bread? You can pay 45p at ASDA for a white sliced loaf or you can pay £2.99 for an aritisan baked sourdough loaf from the trendy deli. I would hope OPIM is a seller at 10 - 15 and not a buyer that is for sure !!! And I obviously hope that OPIM is a sourdough!

[m1shake] 19/9/2013 22:37

10 to 15 is the rumour

[briangeeee] 05/9/2013 15:15

Michael Infante ponders: "What is a fair multiple for companies to use on acquisitions just saw 4xEBITDA for USA music distributor Super D buying Alliance #onemediaip". Any thoughts?

[the shuffle man] 23/8/2013 09:48

We are going to have to have alot more hits to make any decent money just from this.

[canteatvalue] 23/8/2013 09:24

https://twitter.com/MichaelInfante4 I make his figure to mean £500 of revenue in 12 months...

[capt bligh] 22/8/2013 17:33

hxxp://ow.ly/i/2WxYx/original 250 million minutes of viewing... sounds a lot... what is the rule of thumb convertion???