One Media Ip Share Discussion Threads

[stanmore2] 19/2/2014 07:37

Dead right capt bligh. Solid stuff but where's the fizz?

[capt bligh] 19/2/2014 07:36

good results... but we need another big deal imv to move things up a few notches

[capt bligh] 17/2/2014 12:55

I too have no idea but I agree half a billion views sounds impressive! perhaps MI has a rabbit in his top hat results wise.

[harrogate] 17/2/2014 12:51

Thanks for that. interesting. Still have no real idea what it all means but sounds promising that is for sure

[capt bligh] 17/2/2014 12:43

hTTps://www.facebook.com/OneMediaiP/photos/a.169961886357783.33985.120842237936415/705184296168870/?type=1&theater

[stanmore2] 09/2/2014 15:52

The whole media world is talking about 'content' and these guys have it in shovel loads. They are sure to spread their wings into even more areas, and maybe a good sized bid will arrive! Management have never ruled out a bid at a 'silly price'.

[harrogate] 09/2/2014 10:26

M1shake. Thanks for pointing out that video. I had forgotten about that which was a very clear statement by the CEO at the time of the move to AIM about the strategy. In a way though it raised a question which of course will only be answered in the fullness of time. Why having done 10s and 10s of deals in the last 2 or 3 years has the deal flow slowed down dramatically just when the company has raised cash through advanced royalties from Orchard and the AIM float? Is that because they are harder to find at values that will enhance earnings or just that they will be bigger and more difficult therefore more infrequent. As I say I am sure time will tell!

[janeann] 07/2/2014 16:04

that explains the leap today then............

[capt bligh] 07/2/2014 10:54

A really positive article.... and only about 10 trades yeseerday and today on both LSE and ISDX...no stock to be had.

[the shuffle man] 07/2/2014 08:45

Great article anyone who wants to see it follow one media on facebook where they have posted it. Looking good.

[euclid5] 06/2/2014 12:09

good write up in today's shares mag

[pjhutchy] 24/1/2014 20:26

Maybe a bit overheated now on a pre tax profit of 0.8m, has anyone got any profit forecasts from brokers or their own forecasts? Thanks

[m1shake] 21/1/2014 19:23

Sometimes you have to look back to get a view of what is happening tomorrow http://www.youtube.com/watch?v=4c22Ofuptno#t=21

[the shuffle man] 20/1/2014 14:47

Interesting stats but not sure how to interpret them. It does amaze me how many viewings they have been able to achieve on all this old stuff. How do they turn the views into decent revenues ?

[harrogate] 20/1/2014 14:26

Thanks Brian. Not sure what it all means either. We will I think need to wait and see here how the revenue is growing from the music content and the video. Still think we will need a decent sized deal to get us moving again.

[briangeeee] 16/1/2014 07:43

Don't know if this sort of thing is accurate or of any use, but the financial numbers currently don't seem high. hTTp://www.statsheep.com/onemediamusic/Menandmotors

[briangeeee] 13/1/2014 17:36

Sorry, when I posted the above, I hadn't seen the facebook link in 336. I've no problem with OMIP sticking with it's current model, and am quite happy with that. However the original question asked (in a round about way): how come the share price isn't continuing to rise? I think that given it's risen from about about 4p to 14p (~250% growth) over the last year, then to imagine it's going to continue strongly in the near term needs some belief that the business is evolving more quickly now than it has over the last couple of years. I was therefore just pondering what might have to happen to cause the increase in growth, and also how the ever evolving sales channels may affect OMIP's business. At the moment, I'm sticking with my current holding. Those in the business know how well it's all going - the rest of us have to wait eagerly for the numbers and any accompanying guidance!

[briangeeee] 13/1/2014 17:34

I don't know what's on Facebook as it's not something I use, but I agree with harrogate about being comfortable with OMIP's traditional model of monetising classic content. However the market looks to me as if it's moving away from purchasing items of content, with customers either paying for general access, or consuming advert funded content. I don't really have a strong view about the best approach, but increasing margins and return on investment will indicate that OMIP are on top of their game. Apart from their in-line statement, we really won't know how it's all going. Presumably most are invested here because we are enthusiastic about the general content provider model, but IMO a higher rating requires proof of continuing solid growth. I'd expect the company valuation to rise on proof that the rate of EPS growth is moving ahead of analysts' expectations.

[nextlink] 13/1/2014 16:48

https://en-gb.facebook.com/OneMediaiP

[the shuffle man] 13/1/2014 16:13

can someone please posta link to the facebook page. Thanks

[harrogate] 13/1/2014 15:47

Just read the Facebook note from MI. I am bought into the model of buying classic solid content. I have just been surprised to see the rate of content acquisition slow down post AIM rather than speed up. Had assumed that there was lots of content we would want if we had the cash which is why we did the deal with Orchard to get paid royalties upfront and raised money on AIM move. Maybe it is getting harder to get the content we want. In terms of millions of minutes viewing on YouTube that is meaningless to me since I have no idea at all what that might mean in revenue from advertising. Does anyone here?

[capt bligh] 13/1/2014 14:51

Yes Thanks BG very good comments from Michael on Facebook. Less capital employed over the whole group than some albums... makes you think... and increasing million minutes too.

[microscope] 13/1/2014 12:28

If any of you follow any of the One Media accounts (and Michael's) on twitter, anecdotal of course, but I think you'd get a feel that they really understand their marketplace.

[briangeeee] 12/1/2014 15:09

I think the value is fair until we see signs of returns on the newer advert paid content. The sort of hit rate would be interesting (156m times watched): HttP://www.youtube.com/watch?v=d9NF2edxy-M I wonder if the old material is really ever likely to be watched that often. Do you need to produce something that is novel, useful, topical, or quirky to catch people's attention? Does old media fit on the modern platforms? I think we're waiting to better understand. For example, would OMIP get better hit rates if they were producing videos on how to fix you IPad. I know it's not their area, but understanding what works on YouTube, etc, is important. For me it's not so much a matter of spending the available funds, it's seeing an improving ROI, indication that the company is better understanding how to leverage the modern distribution platforms.