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
  0.00 0.0% 5.50 5.00 6.00 5.50 5.50 5.50 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 2.7 0.5 0.4 12.5 7

One Media Ip Share Discussion Threads

Showing 501 to 525 of 900 messages
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DateSubjectAuthorDiscuss
27/7/2015
15:50
I think this is pretty much what was flagged by the reduced broker estimates and what has been signalled by management and what we can all see happening from the market. The issue is why would anyone buy these shares and thus why is the price going to go anyway but down? There is no real yield and a warning on margins - so we are ex growth and have no yield. Management have been hit by a bit of a firestorm and that happens sometimes but it is clear to me anyway that the old expectations on earnings are long gone as is a 15p share price. I still believe that management need to massively increase the dividend and turn this into a yield stock. They can do deals without dilution as long as not with shares - they have £1m - maybe small infill deals with a speedy monetisation will enhance earnings It is going to be a very long haul from here unfortunately.
harrogate
27/7/2015
11:43
There's a Barclays analyst note just out ( and something I agree with, which I guess is why I choose reference it - I'm biased ) that states the general music market will drop through 15,16&17, but will increase in 18. Which is not to say will be the same for OMIP with its mix of catalogue ( I think it's insulated as it really is the lower of the market ) so don't get giddy about growth in streaming happening quickly. However catalogue at the right price is definitely a good investment. This should be seen as an income share and not a growth share, so the dividends will be enormously important here I think... I think the price is still "toppy" here, so am very much looking for yield with this one. It would be good to see further acquisitions but without dilution and tbh I'm not sure how they're going to do that?
bdroop
27/7/2015
11:22
extraordinary he doesn't explain exactly why profits reduced. from his chatter, it sounds like they are set to reduce further.
oregano
27/7/2015
11:17
Maybe to do with the Point Classics payments? Don't know, but I'd have thought the share price discounted these results, though still somebody choosing to sell. They're not great numbers but as ever solid and profitable with no debt, divvy maintained and plenty cash. Nothing goes up in a straight line and the higher tax payment has contributed to the slight fall off in the bottom line, but I'm content to hold (and frankly accumulate when I can at these levels) as I've always seen this as a long term project and as Michael says, in 18 months the 3 month Apple trial period will be seen as small fry.
microscope
27/7/2015
11:04
Yes I read that and had no clue what he was wibbling on about. Apple pay in euros for UK and EZ. Pay in dollars for the USA. I also have no clue how much control they have anyway as they're aggregated by The Orchard for audio rights? As for the amounts paid for the apple music three month free period, they're more than when Mr. Infante originally said he'd signed up to the service - so you have to question his understanding of the rates... Apple Music will probably add around 10% to the streaming market thus far would be my guess, but at a cost to its own market share on downloads, and not create a massive migration from Spotify... Which should be OK for OMIP but not a massive game changer in the short term...
bdroop
27/7/2015
09:33
As the share price indicates, disappointing results. Did anyone understand this comment from the commentary: "The Group receives the majority of its income in US Dollars. Recent shifts in exchange rates have not favoured us however the Board carefully monitors exchange rates to ensure it can seek to take advantage of the best exchange rates available." H1 runs from Nov 14 to Apr 15. The exchange rate during that period could hardly have been more favourable for a business receiving US$ income. Clearly, as I've said previously, it's not so good for a business trying to acquire US denominated content, but most businesses would love to be in the currency situation of OMIP.
briangeeee
16/7/2015
08:36
cash at year end £1.2m. £5,3 mc
pj 1
16/7/2015
08:33
I think it is £5.6m ?
harrogate
16/7/2015
08:21
Is the ADVFN Market Cap correct at 0.5m ? They had over £1m in cash plus the assets they own.
the shuffle man
16/7/2015
08:03
67,000 share sale on ISDX today probably - but lack of news, lack of clarity on economics of the business in the new streaming world all behind the now 60%+ fall from its high. We seem to have halted what I thought was a very sensible discussion on the board about all this - Maybe we should start it again !
harrogate
16/7/2015
07:56
Any idea why the drop today ?
the shuffle man
03/7/2015
09:52
One Media iP Group Plc ("One Media" or "the Group" or "the Company") Completion of final deferred payment for the Point Classics deal, and Notice of the half-year results announcement date One Media iP Group Plc (AIM: OMIP), the digital media content provider, which consolidates, exploits and monetises intellectual property rights around music and video, is pleased to announce that it has completed the contractual terms regarding the acquisition of the 'Point Classics' catalogue of rights it acquired from Telos Holdings Inc. ("Telos") on 2 July 2014 and has now paid in full the deferred consideration of USD$160,000 to Telos of Los Angeles, USA, the vendor. The deal, which comprised over 4,000 classical recordings and all corporate logos, registrations and distribution rights, was signed on 2 July 2014 for a total consideration of USD1,600,000 which has been entirely satisfied from existing cash resources. The Company also confirms that it will announce its half years trading results on 27 July 2015. One Media also greets with enthusiasm the new Apple Music initiative. We are on record as saying that streaming will be the future of music monetisation and despite the 'press' surrounding the various 'free periods' being offered to new consumers of the service, we believe that this will benefit the Group in the longer term and add value to the One Media catalogue as the service gains traction.
m1shake
01/7/2015
22:35
This company doesn't have high quality catalogue. It's pretty much the dregs. Having said that it has a better business model than Rightster. Don't expect explosive growth here, but there is some value. IMO. Not invested but gla.
bdroop
30/6/2015
18:44
microscope, could you describe the financial characteristics of such an acquisition? Obviously the company are making acquisitions all the time, but generally small. Are you suggesting that one larger acquisition would be better than multiple small ones? Would you see acquiring a management team with some assets as beneficial? Presumably to be earnings enhancing (should new equity be issued), it would need to have significant better earnings characteristics than those of the current company? I think the big issue with the current negative sentiment, is that expectations at the time of the ISDX to AIM move were far too high in comparison to the capabilities of the company. The profit expectation set then for 2014 was £0.55m. It transpired that the company made a profit of £0.62m, but that was by capitalising a whopping £1.4m net to intangibles. The forecast had no increase in intangibles. Now it could of course be that will pay handsomely in future, but a revised 2015 profit estimate of £0.4m, down from the previous estimate of £0.7m does not inspire confidence. So, the company has made significant acquisitions, and they're not producing the returns predicted by the company and its broker. I know your proposal is to make more acquisitions, but what needs to be different? Personally I'm not too happy with recent progress and indications from the broker, but I'd prefer to avoid material acquisitions until we and the management can see clearly what's producing attractive returns.
briangeeee
30/6/2015
18:04
Let's not dip into the usual advfn style thread. I disagree with harrogate's view, but he's entitled to wonder when the acquisition we would all like to see is going to arrive. I think we continue to have a niche where we can cherrypick, and I don't see any merit in the company returning cash etc at this stage personally. A business of this sort might be taking longer to grow than we might have hoped, but management have done us proud to date, and I think they will continue to do so, that's why they continue to have my support. Meantime, I think that aligning with the likes of Apple and Youtube can only be right for future gains, even if we can't yet guess how much it will add to profits, but I'm confident that such a strategy will bear fruit. That is hardly the strategy of a business about to sell up. We'd all love to see into the future and say strategy x,y,or,z will add an almost exact amount to profit so we could work out everything, but business doesn't work like that! Life is never that simple.
microscope
30/6/2015
17:23
Speechless. Suggest you sell up buddy oh and by the way cancel your holiday to Greece, sell all your sterling in case the euro recovers and seek help. If you bought 4 years ago then you are in at under 5. Where's your loss? I make that still a gain. I am sure that if Omip looks to a trade sale it would be to one of the companies whose pbt and management team need the assistance of Keep Calm and Carry On management style. Each to their own.
m1shake
30/6/2015
16:12
For goodness sake Harrogate...
capt bligh
30/6/2015
16:03
M1 - I know very much what the company does - I have held the shares for over 4 years. Yes I am suggesting that the best result for shareholders might be to sell all the catalogues and return the money to the shareholders ( or sell the company) if that would produce a value above where we are unless management are confident that they can grow profits and s get the share price up. Or turn it into an income share based on the solid royalty rates and get the dividend increased significantly.
harrogate
30/6/2015
13:10
A link to Captain's post. Meat on the bones harrogate :) hTTp://onemediaip.com/news#1
microscope
30/6/2015
12:44
Harrogate - sell its IP - do you even know what the company does? Baby and bath water my friend comes to mind. So do you suggest they sell their IP return the cash and go and watch Wimbledon. ?
m1shake
30/6/2015
11:38
From the web site: Today Apple launches a new streaming music service. Here’s what you need to know before you jump in. Apple Music is a brand new on-demand music subscription service offering access to Apple’s complete music library for £9.99 a month. The service combines your own purchased music with Apple’s catalogue of 30 million songs, letting you listen to specific artists, or check out personally curated music from the service’s music editors. Instead of having to spend £0.79 every time you want to purchase a new track your subscription buys you full access — but unlike it’s competitors Apple’s service will be curated by humans, not algorithms, and that will better help you find the music you like to hear. The Apple radio will also have real humans doing the curation. Our view… the decision to try out the new service is a no-brainer. It’s free for three months and finally being able to combine your downloads with a streaming service that ultimately delivers you more of the music you love in a way that Apple only can… What does this mean for content owners? Well, Apple have been responsive to our concerns and owners will still be paid for streams during the free trial. We are confident that the finalised deal is in the best interests of all of our label clients and we are excited about the prospects of this new service.
capt bligh
30/6/2015
06:34
M1Shake thanks for the science lesson as a classicist it is much needed!! - I am afraid that just because other companies in a similar area have lost high % of value for their shareholders doesn't make me feel better about the 50% I have lost here. I can fully appreciate that the market is changing rapidly and that management are not magicians with a magic wand and that OMIP is a well run and conservative company that has amassed a fine catalogue. BUT we seem to be struggling to grow profits and until we see how that can be done I am not sure why the share price will move. Let's hope the powder isn't kept dry for ever as if the company can't work out what to do with the cash it should perhaps look to return it to the shareholders and maybe even look to sell all the IP.
harrogate
29/6/2015
18:41
White noise was analogue interference - Digital noise is silent - I like the confusion in this space - only for the brave hearts though As for decent money - its a 2.9m biz what are you expecting? Have you looked at Rightster the darlings of yesterday in this space - from 75 to 15 - bet their investors are happy and Audio boom another lovey of the exchange 6p ! OMIP Powder and Dry -
m1shake
28/6/2015
13:28
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
17:52
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
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