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% 4.70 4.40 5.00 4.70 4.70 4.70 0.00 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 2.7 0.5 0.4 10.7 6

One Media Ip Share Discussion Threads

Showing 826 to 848 of 900 messages
Chat Pages: 36  35  34  33  32  31  30  29  28  27  26  25  Older
DateSubjectAuthorDiscuss
09/4/2019
14:53
A strong set of results imho and following the book build, the acquisitions are now coming on stream which is how the company will grow significantly from here (do keep up Monty!). Infact the word grow appears frequently in the report including twice referenced in the same sentence in the outlook. ('The Company is well placed to benefit from growth in the music industry and growing its own catalogue of music rights. We have a strong pipeline of opportunities and the Board looks to the future with confidence.') Still a healthy cash position and debt free, profitable and on the up. Even though the shareprice has suggested a seller in the wings for a while, I can't see what's not to like in this report.
microscope
09/4/2019
11:55
Looks like a few are taking the opportunity to sell at a better price than yesterday. Good news today but feel any upward momentum will take time.
nextlink
09/4/2019
08:33
Critical mass will now make its mark, onward and upward hopefully.
clocktower
09/4/2019
08:26
Well I was extremely miffed at the dilution, however with the greatest respect (cough), with the heavy gearing of profit to revenue and the fund-raising done, this is precisely the time to think it CAN grow and that its not limited to its previous legacy of pottering along.
yump
09/4/2019
07:46
Good results, but can't see how the company can grow, it's just a nice little company.
montyhedge
09/4/2019
07:17
Michael Infante being interviewed on BBC News at 8.30am this morning.
nextlink
25/2/2019
19:47
Indeed. So used to nothing happening that missed the deal. Good to see them kicking in and I agree that this global angle might well provide a better return and maybe less competition. This is another one where patience is required until a few deals in place and some broker update that shows what they might produce. Thanks for pointing it out GHF
harrogate
22/2/2019
10:43
Hard to see why it will move until we see a deal and get a feel for how that money is going to be spent and how the economics actually work on that. But it does seem a little low and I will keep buying if it slips lower again - could buy sub 5p before Xmas
harrogate
22/2/2019
10:37
Good research on here too Chesh. It was understandably the Autumn placing (whopping discount) that peed people off then the October sell off came and it hasn't really recovered, unloved and under the radar.
paleje
22/2/2019
08:37
Thanks for the link,,,,,,,reads very positive to me :-)
cheshire man
22/2/2019
08:11
Tipped yesterday as a buy ahead of results next month https://masterinvestor.co.uk/equities/one-media-ip-group-deserves-a-fair-hearing/
paleje
24/1/2019
12:59
Yump - No, I’ve not modelled any specific calcs following the raise but your figures look correct on a cursory glance. I agree with you in that the company will hopefully pick up publishing catalogues at x8-10 multiple. I’m hopeful that the time taken to conclude any deals is reflective of the fact that OMIP won’t overpay. The other thing to consider is that publishing catalogues are forecast to rise in the coming years...so if they purchase sensibly OMIP could be left with an appreciating asset if multiples were indeed to rise. The opposite is equally true, so important they obtain royalties at the right price. Kind regards, GHF
glasshalfull
24/1/2019
12:42
GHF Have you done any calcs. on likely return per £1mln spend on royalties ? I had a go at some sort of arbitrage calc. but not sure of my logic. Was basically taking an assumed multiple for the purchase, then deducting the annual interest on the spend to get some sort of return. Of course with the shares, there's no interest, but an increase in number issued. So with some easy figures: Say £1mln buys £100,000 annual royalties ie. multiple of 10. Interest on £1mln loan at 7% is £70,000. So return is £30,000 per £1mln spend. That's 0.02p per share based on 135mln shares in issue. I'm assuming OMIP have gone for a higher proportion of loan than equity because if they have good cash flows and rapidly increasing profits, servicing the debt is (probably) cheaper than diluting shareholdings, especially as raising £1mln probably costs way more than £70,000, although a one-off. So if existing earnings are 1p and they spend £5mln on royalties, earnings will increase annually by 0.1p ie. 10%. That changes drastically if they buy royalties on a lower multiple and/or increase the return on the royalties by streaming. So if they bought on a multiple of 8, they'd get £125,000 of royalties and say increased that by 20% with streaming, that would be £150,000, leaving £80,000 after the interest is taken off. Which would be about 2.5x the earnings ie. 25% earnings increase ! Is that all right... help !
yump
24/1/2019
10:19
Well I doubt the advance would have been given if there wasn't anticipation of increased demand by the distributor.
yump
24/1/2019
08:48
Thanks GHF - " and we hope you double your money" - so do I !!
harrogate
24/1/2019
08:46
One Media IP Group (LSE: OMIP) 5p (4.8p -5.4p) Mkt Cap: £7m Next Results: Finals March One Media P Group plc has around £8m available to pursue an acquisition strategy. The plan is to acquire publishing rights which can generate a robust earnings stream, from the expanding digital music and video streaming market. In December 2017 two heavyweight company directors; Lord Michael Grade and Ivan Dunleavy joined the board and in August 2018 raised £8m, comprising £2m in shares at 6p and a £6m loan facility from the BGF (British Growth Fund). Ivan Dunleavy is 58 and has been operating in the media industry for more than 35 years, including 17 years as CEO of Pinewood, Europe’s largest provider of stage and studio space, which he and Lord Grade acquired from Rank in 2000 for £62m. Lord Grade of Yarmouth, aged 75, has a distinguished career as a television executive, businessman and Director of Charlton Athletic FC. OMIP distribute high margin streaming music through over 600 digital stores, as well as through dominant content distributors such as Spotify, Amazon, Deezer and Apple. These big sites prefer to deal with fewer and more diligent suppliers such as OMIP, which is driving consolidation. OMIP have also developed a high quality and robust IT platform and process for content discovery and a new policing software service ‘Technical Copyright Analysis Tool’ (TCAT) for record companies, publishers and law firms searching information of artist and tracks on legitimate digital stores. This can be used to maximise the return from acquired rights The interims to April reported a 43% increase in PBT to £213k on a mere 5.1% increase in turnover to £1.02m as streaming is higher margin. The directors have confirmed that momentum will have been maintained in the Finals to 31 October 2018, which are due to be reported in March. They recently announced the receipt of a signed contract to recoupable advance against future digital earnings in the amount of US$1m. In the meantime, the team are seeking an earnings-enhancing acquisition. Buy at below the placing price and we hope you double your money! By Andrew Hore & Jon Levinson HTTPS://www.share-talk.com/ten-opportunities-2-double-in-2019-second-two-recommendations/?utm_source=twitter&utm_medium=social&utm_campaign=SocialWarfare
glasshalfull
23/1/2019
13:28
Afternoon folks, Appears to me that this is v similar to the Orchard (now Sony) advance that OMIP received in 2014 for $2m. Basically cash up front for services. What’s not to like? I understand that confidentiality is important in such deals as they are operating in a competitive space & I’d envisage the door may close moving forward if they were to disclose certain aspects. That’s the benefit of a private competitor vs a public company as they are not subject to such disclosures. This money simply adds to the net cash position of c.£4m. IMHO an EV of £2.5m is simply peanuts when you consider the iP & recurring revenue model (streaming revenues) they have. Kind regards GHF
glasshalfull
23/1/2019
13:17
So you guys were correct. It was simply a cash advance from a distributor, prob Orchard, so it was NOT a new contract. Poor show and no wonder it got such a limp response from the market as they simply needed WC.
dibs61
21/1/2019
12:56
Thanks. I guess we might find out in due course - if Orchard is well known, then not sure why this RNS is so bare, so I'd guess at something new.
yump
21/1/2019
09:56
What dates are you talking about for previous advances - only this is the first one announced that I've seen ? Presumably its a different publisher - perhaps that's why its announced.
yump
21/1/2019
09:23
Yes I think this is just a poorly worded RNS that is about an advance from Orchard - as you say not large by previous advances and the use of the word contract seems misleading for something that is probably in the normal course of their business. More cash though - but they are not short of fire power just short of deals!
harrogate
21/1/2019
09:08
I don't see it as that large, for years we've received advanced payments from the orchard for similar figures and higher.My point was just that its not so much as a contract win, more just advanced royalty payments. Still good news.And also, on the other front, still here anticipating progress on the tcat, which could be lucrative.
apfindley
21/1/2019
07:18
Good news. But in a way its being allowed to spend tomorrow's money today.
apfindley
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