One Media Ip Share Discussion Threads

[microscope] 20/2/2014 11:45

We shouldn't forget that the company owns, or has long term recurring revenues at least, on a goodly number of catalogues etc, which I think means there's a fair bit of additional 'hidden' IP value. Difficult to put a figure on, but in addition to the 1.6 million cashpile, and all the other gooodies we've discussed (clean balance sheet, profits, divvies etc) still think there's plenty of scope for upside.

[glasshalfull] 20/2/2014 00:04

Agree entirely harrogate with your "solid" assessment and thoughts on valuation. They company has enjoyed an excellent debut on AIM and the noticeable undervaluation of the company when listed on PLUS/ISDX has now been removed. Adjusted diluted EPS is slightly down (0.61p) reflecting that the majority of funds raised in the placing of 9m shares (following admission to AIM) has yet to be employed. MI & co are certainly moving in the right direction and I like the way in which he spelt out the change in business mix and monetisation trends moving forward. Regards, GHF

[glasshalfull] 20/2/2014 00:04

duplicate post

[harrogate] 19/2/2014 08:17

They look a solid set of results and in line with Hybridan numbers of a year ago. We should expect from what I read a new note from Charles Stanley and will see what they say about 2014 and 2015. For me at first glance they don't warrant a share price any higher than we are but as Micro says they have a lot to recommend them. The detail in the results from MI on how they work and how they will make money which I haven't read yet is probably the key element of this statement and might answer some of the questions we have been asking about monetisation.

[microscope] 19/2/2014 07:42

Very pleased at first look. Obviously the one-off AIM costs of near 200k effected the bottom line, but otherwise all looks excellent imho. And, as with any company's results, always a relief when there's no 'nasties' in them! Hopefully this will lead to broker upgrades in the next few days. I noticed on twitter Michael said he'd be in the Square Mile for the rest of this week, a charm offensive coming i think! Really hope we won't be taken over at this stage, but the likes of Rightster, who have talked openly about seeking acquisitions, might well be looking imho. Having 1.6 million in cash obviously puts us in a great position to make the right acquisitions ('fizz' stanmore! :) )and I particularly liked this bit (along with mention of anticipated further acquisitions): '...The Group retains a strong cash position; is debt free; profitable and is paying a healthy dividend...' How many AIM companies on far loftier ratings must wish they could say that!

[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