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Share Name Share Symbol Market Type Share ISIN Share Description
One Media Ip Group Plc LSE:OMIP London Ordinary Share GB00B1DRDZ07 ORD 0.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.25 -3.33% 7.25 7.00 7.50 7.25 7.25 7.25 0.00 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 3.5 0.5 0.3 21.3 10

One Media Ip Share Discussion Threads

Showing 476 to 499 of 975 messages
Chat Pages: Latest  27  26  25  24  23  22  21  20  19  18  17  16  Older
DateSubjectAuthorDiscuss
28/6/2015
14:28
Still here but all this stuff is noise until we have start to understand how we are going to make decent money in the new streaming landscape -
harrogate
27/6/2015
18:52
Am I the only one left? :( Nice piece of news today hTTp://onemediaip.com/news/?article=you-tube-confirm-one-media-ip-successfully-achieves-certified-company-status
microscope
09/6/2015
15:43
I presume this refers to One Media 'Michael Infante ‏@MichaelInfante4 1m1 minute ago Apple confirm Streaming Site - we are in !' If it does, it should bring much more visibility to our target market, even if it might take a little time to filter through to bottom line. Should have a very nice short/medium term boost imho. Well worth an RNS imho and hopefully will be very well received. We can but hope anyway! :)
microscope
28/5/2015
09:05
http://onemediaip.com encouraging update
capt bligh
19/5/2015
14:45
We have signed Juliette Ashby childhood friend of Amy Winehouse (RIP and film!) see. OMIP homepage.
capt bligh
05/5/2015
12:16
What do we think of the announcement today? MI doesn't seem the sort of chap to do something without careful consideration and caution. Therefore he must feel they have a strong chance of success and I note he said they were 'forced' into taking this legal action. This suggests that OMIP had dialogue with the transgressors without success?
dibs61
27/4/2015
15:11
FB One Media iP 4 hrs · Letter form a Shareholder (his name removed under data protection) Dear Sir Thank you for the email. We are keen to make acquisitions but not at a ridiculous cost to shareholders. You may be/or not aware that I hold 36% of the shares currently, so I will especially not want to see senseless dilution. Market forces are a strange thing however, and it will be 'sods law' that a deal that involves a placing comes at at time when share price is low (as is now) The dilemma always is whether or not the diluted effect offsets the acquisitive gain? This I am sure we could discuss for hours but is always a great subject of hindsight! best wishes Michael ---------- Forwarded message ---------- From: OMIP SHareholder Date: 26 April 2015 at 11:28 Subject: Investor question - FAO Michael Infante To: talk@onemediaip.com Hi Michael, As a current shareholder I have a question ref your reference to future funding of acquisitions. You have mentioned on a number of occasions utilising ‘AIM currency’ when the opportunity arises. Can you assure me that, when the time arrises, any placing will not be done at a major discount to the many stock flipping establishments that seem to plague AIM. Want to continue to buy the stock as I see it as a fantastic long-term investment (especially at this price!) however, this is playing on my mind. Regards, A Shareholder
cheshire man
22/4/2015
15:24
A recent trade study of the music business during 2014 (reported by Musically) established that digital revenues worldwide were up 6.9% in value last year (2014) to $6.85bn. The growth was stunted due to downloads (the iTunes model) dropping by 8% overall (10.9% for single tracks and 4.2% for digital albums). Streaming (the Spotify model) was up by 39% ($1.57bn) representing 23% of total digital income, taking up the slack caused by the loss in download revenue, (CD sales were down by 8%) streaming up by 18% on 2013 with Spotify, Deezer, Rdio, Napster, Tidal and others achieving 41million paying subscribers. This represents a growth of over 500% since 2010 and a 40% increase over 2013. Global sales as a whole including all formats were down 0.4% overall. The industry feeling is that this is encouraging and suggests that the market drop since the turn of the millennium is reaching a turning point. The industry will have to watch 2015 very carefully as to how much music sales (CDs and downloads) decline this year and monitor the growth in streaming versus the fall in other formats to establish the shape of the evolving music industry. One Media's end of year numbers for October 2014 showed turnover growth of 9.5% and normalized profit increase of 21.7% over the previous year (the 2014 reported pretax profit increase was 95% after AIM cost attributed in its 2013 numbers). "As a small business we are able to manage the 'curves' and respond quickly said Michael Infante OMIP's CEO "Our strengths are in our diversification across all the media platforms including YouTube, which remains the 'dark horse of streaming income, with now over 1.5bn users. Monetisation and profit is a long wait for Spotify, as they are a pure delivery channel. As a content owner, we are profitable, debt free, cash resourced and paying dividends. Sure we have grown slowly but unlike many of our peers, listed or private, we have remained very positively ahead of the pack." Ivor Novello winner Mungo Jerry (Ray Dorset) famed for the global hit In the summertime, which is estimated to have sold a staggering thirty million units and is now officially recognised as the most played summer song of all time, will be releasing his exclusive new album Good Times: Some Hits & More Stuff through One Media in May 2015. May the good times roll on for One Media iP Ltd, as they continue to stay one step ahead.
capt bligh
25/3/2015
23:54
hxxp://everyinvestor.co.uk/2015/03/25/video-small-cap-one-media-ip-interview/
m1shake
18/3/2015
10:30
brian berg came for a meeting at Pinewood. see twitter. an interesting figure for OMIP
capt bligh
12/3/2015
10:19
hi bdroop. the last couple of statements have talked about the impact of streaming and the trend has only just begun. so i think the impact yet to be seen here. if revenues from hits are falling away, then maybe the distribution advance gets renegotiated. i wouldn't assume anything is above board just because it is between to BoDs! i question the value of some of this content too. look at all those vloggers created out of thin air. the volume of content is exploding. personally to own this share i think you need to get very granular and grill the management about these things. having said all that, the i have not looked at the valuation. has anyone seen what happened to forecasts after the results?
oregano
11/3/2015
10:48
Just donate the Brand to Clarkson, and have some sort of royalty or publishing deal.
briangeeee
11/3/2015
09:31
Crikey BG wouldn't that put a rocket under the SP! Mind you I think his earnings/fees would easily outstrip OMIP's income!
dibs61
10/3/2015
19:42
Not that I'm really a M&M fan, but I wonder if they're currently recruiting?! http://www.bbc.co.uk/news/entertainment-arts-31824040
briangeeee
10/3/2015
18:13
Hey Oregano, re sustainability of the distribution pre payment by the Orchard - that looks very viable really as Scott Cohen ( The Orchard ) is a non exec of OMIP. So that would have to be very much above board and transparent you would have to imagine? The time it takes to recoup the advance and length of term would be interesting to learn and how that relates to the advances or whether they were extended to obtain the advance? Usually if you take an advance it can be at a cost to margin, but if that means you don't borrow money at the bank? .. -- As for the move to streaming - that I would see as a good thing for this company as opposed to being anything particular worrying. If anything Apple have been tidying up low level catalogue on their service recently which might not be helpful for OMIP? Spotify expanding, Apple streaming service on the way, Youtube Music Key currently in beta. This catalogue won't suddenly under perform on streaming services I suspect. Streaming is an income model that chugs along for the rights owner rather than explodes into life, it has got a long tail of income.The catalogue here is never going to set the world alight though but that can be OK. Buying the copyrights outright is a good strategy in a streaming world. IMO It's got more going for it than BOOM which is car crash waiting to happen. I wouldn't get excited about Rightster either btw. I'm not invested here. GLA.
bdroop
10/3/2015
14:28
http://www.proactiveinvestors.co.uk/companies/stocktube/3563/one-media-ip-boss-hails-careful-acquisition-programme-after-robust-results-3563.html
pj 1
10/3/2015
11:21
Having looked in a bit more detail, I think its a bit early to judge, given as posts have said above, that a lot happened last year which has really only had 6 months to get going. Also was very helpful to see the reasoning behind streaming not being some sort of word-that-shall-not-be-mentioned. With the current forecasts I can't think of anything to do other than sit on my hands.
yump
10/3/2015
10:41
Agree about question regarding the switch to streaming aspect which, in fairness, the CEO discusses quite openly and in some detail I thought in his statement. KPI's is a fair idea. There was an adverse effect of FX LAST year but just as the fin year finished coincided with a substantial rise in the USD and since their earnings are made in dollars this should have a significantly beneficial effect in this fin year. I also think you're being a little harsh re acquisitions since Point Classic (their largest purchase) was completed two thirds through the fin year so def not long enough to see a full impact.
dibs61
10/3/2015
09:54
i am a bit sceptical here. there is clearly a big impact of the move to streaming which they elude to, but don't clarify. they need to publish more KPIs, the p&l doesn't tell the whole story. there is clearly an FX hit here, but the growth is unimpressive given the acquisitions made. i also wonder about the sustainability of that pre-payment from their distributor in this changing model.
oregano
10/3/2015
08:13
They have beaten the EPS number as per GHF header above despite both revenue and PBT being lower than forecast. This seems to be due to a much lower tax charge than expected. I think it is a mixed bag and for me the jury is out until we see how they are going to grow given the move to streaming and away from download. The outlook statement seemed very general to me and it will be good to see some updated broker forecasts now. Hard to see much movement from here based on this set of results but good cash balance and very solid well run company.
harrogate
10/3/2015
08:00
Have I got my years muddled up or have they just firmly beaten the forecast ?
yump
01/3/2015
21:02
Good to see some discussion here. One point I'd make is to be careful not to apply pressure to the company to do deals for the sake of doing deals. It's very important that all deals (especially large ones requiring the issue of new equity), are significantly earnings enhancing. This is a relative matter, and it's easier to find assets that meet this criterion when the share price of OMIP is high. I am wary that sufficiently attractive assets can be found that merit issue of equity around current levels. Organic growth is decent, and I'm happy with that should the right deal not materialise. One other thing I'm wary about is car-related video. The company seems unusually focused on trivia like Men & Motors, and motor shows. Perhaps there's a significant market in such dated car stuff, but I don't think we've seen any such evidence.
briangeeee
01/3/2015
10:48
Capt Bligh - No apologies necessary. Happy for anyone to use my posts (in context of course). Your post & negative response it drew annoyed me as the ZULU thread draws excellent investors but then the thread has these last 18 months been used to highlight share ideas rather than stocks with ZULU attributes. Probably in part due to the scarcity of such stocks at the moment & the fact that geswan isn't around anymore. Normally I wouldn't mind & certainly enjoy reading through the various share ideas, but somewhere down the line I think the distinction has changed from investors looking through the track record of companies & instead focusing on broker forecasts which are indicative of earnings growth over the next 2/3 years. Investors then showcase this projected growth as evidence of an earnings record. So when you flagged OMIP to a negative response ...I felt compelled to update the header to clarify the investment case & highlight it. As harrogate mentions, I think we all expected the deal-making to ratchet up a notch. The shareprice certainly did as it reached the heady heights of 20p a year ago. However, the silence has been deafening. No trading updates, in fact discounting the regulatory update on dividend & an award we haven't had any significant news since Point Classics catalogue acquisition on 3rd July 2014...that's not far shy of 8 months! I'd hoped that Michael Infante and company would have used the opportunity of Mello Derby in Nov 2014 to meet with their shareholder base; company peers; institutional investors & fund managers such as Giles Hargreaves and Gervais Williams. I certainly encouraged OMIP to attend & the event was an excellent opportunity in meeting & understanding management strategy in a number of companies I was already invested in. Importantly, it encouraged me to research a number of others and I now have regular dialogue with the management of 3 others I'd never met before & a significant holding in 1 that I wouldn't have considered before. OMIP may have picked up an idea or two about the best approach to a listing on AIM IMHO & perhaps tickled the fancy of Lord John Lee, Katie Potts or other significant investors present... MI & his team have done an excellent job here as earnings growth testifies... it's also not so long ago that he looked after the interests of ALL shareholders through the sharebuyback of 52% of the company's equity [48m shares for the knockdown price of 0.46p per share (£225k)] and subsequently cancelled these thus benefitting every shareholder and not simply a select few. Anyway, roll on the 10th March when we'll receive an update on trading & outlook... & hopefully this will kickstart improved dialogue with the shareholder base. Kind regards, GHF
glasshalfull
01/3/2015
09:44
Great to see some movement here - even for me who thinks I am a patient investor it was getting dull. The key question for me is not the 2014 or 2015 numbers which should be in line due to core business and help from £/$ rate but why the deals have dried up. Is it because there aren't any catalogues we need, can get at a good price or can now monetise properly due to move away from download to streaming where the price per play is a fraction of the download money? They must have £2.5m in the bank and they came to AIM to do some deals. Fascinating to me why we have haven't been doing any! A significant "something" in early 2015 was hinted I am sure by the company somewhere a good while back so maybe watch this space.
harrogate
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