One Media Ip Share Discussion Threads

[yump] 06/1/2021 10:53

Just though I'd do a quick calc based on EBITDA because we don't know what's got to be taken off it until results out:

They said EBITDA to be £1.4mln. 220mln shares.
That's EPS of about 6.4p.
Revenue £4mln. Market cap: £12.6.

Obviously share costs, finance etc. to be taken off that, but gives an idea of what the rating might be. Then there's next year. If they are still growing revenue (bedding in and optimising of the streaming for the new catalogues), then I'd expect some profit growth forecasts above 30%, so the rating should reflect that at some point.

Expecting some announcement about the partial buying of catalogues strategy making some progress.

[yump] 06/1/2021 10:35

Only a matter of time before this gets noticed properly imo. There's quite a few investors who look for geared plays. Plus its in the digital area, so quite current.

Only negative is I don't like the music, but that's not the point ! Perhaps they could buy one Zep track and one Floyd track ;-)

[yump] 29/12/2020 18:10

I think omip is one of those businesses that will potter along for ages and then get noticed. There’s not much news other than results. How old-fashioned !

In an era where people lap up insignificant mundane news and turn it into world-shattering imaginative prospects, omip doesn’t stand out.

Most people won’t have heard of the rights being bought (they’re not exactly rock gods), but on the other hand folk gamble in medical stocks where they have no clue about the business - funny old world.

[clocktower] 29/12/2020 15:44

I am surprised that this has not slumped a little more over the past weeks but if it holds up until the New Year, I might start to accumulate a few, as having done a fair amount of research they might come up with a decent set of figures but what they may invest in next might prevent it going much higher than 9/10 I guess.

There have it seems been a number of bored investors cutting out.

[yump] 12/12/2020 12:41

We might or might not. Only in hindsight. So its a case of adding up the reasons for new and/or sizeable investors to take a stake.

Not that difficult to do.

The whole point about recovery shares is to assess what direction the actual business is going in.

[clocktower] 11/12/2020 18:32

You may find that there is still a larger seller in the background that will prevent this rising anymore than a fraction now and again till well into next year imo. More likely to hit 5p than 8p this year.

[wanttowin] 11/12/2020 11:20

Taken a few more this morning, looking for 8p.

[csmwssk12hu] 11/12/2020 00:17

That graph looks like it’s turning up imho dyor

[csmwssk12hu] 11/12/2020 00:16

Heavier than normal volume today

[yump] 10/12/2020 11:16

If this is the start of a longer term uptrend, then its about due a rise...

[1yellowjersey] 07/12/2020 11:17

Interview with Michael Infante: hxxps://www.fmp-tv.co.uk/2020/12/07/one-media-ip-group-a-profitable-digital-music-rights-company/

[wanttowin] 07/12/2020 09:05

Just added a tiny few this morning and it tickled the share price !

[yump] 27/11/2020 09:14

Amati also timed their buy in mcl pretty well - I have some of those. Looks like they are buying some value and “left behind” stocks.

[picnic] 26/11/2020 22:19

Looking at the co website Dunleavy still a holder but Lord Grade has gone.Good to see Gresham double up on the placing.Amati a new investor seems very good on the micro caps.
Guessing that Helium may not have finished selling...who knows?
Good value at the current price with ICAT having potential.

[yump] 26/11/2020 18:36

I'd gone to sleep on this recently. TCAT looks interesting.

Was it 2p they got the shares at ? Easy money for some.

[harrogate] 26/11/2020 16:40

The main thing ( only?) thing not to like is the large seller that is around and has been since the placing. The ex director. Not sure how many he has left but quite a few I would think

[5oletrader] 26/11/2020 14:56

Share Price being somewhat Fickle - Despite OMIP:

- Expects to report Revenues for Year of Circa £4m - Increase of 14%
- Healthy Cash Position of £6.7m as at 31/10/2020

Noted:

“Based on the Group’s strong performance to date and the continued growth in music streaming, the Board is confident in the outlook for the business as we remain focused on exploring further acquisition opportunities...

... the sector continues to attract significant investment from outside of the industry, which we believe will help to build further interest in our business and strategy. We look forward to keeping the market updated as we continue to deliver on our growth strategy.”

Interesting - the Formation of TCAT Limited:
TCAT is a ‘Software as a Service’ (SaaS) platform which was developed in-house at One Media to detect copyright infringement within legitimate digital music stores. The creation of the subsidiary is part of TCAT’s next phase of development to become a leading anti-piracy service for the music industry...

... TCAT currently provides a range of services to two major record labels and the world’s largest media distributor....

“Under the direction of a highly experienced and motivated management team, the Board has every confidence in TCAT’s growth trajectory as it enters the next phase of its development. We look forward to providing further updates in due course.”


Whats 'Not' to Like???
ATB

[harrogate] 09/11/2020 12:11

Send me a pm with your email and I will get back to you with a couple of places to look

[xxx] 09/11/2020 11:43

Has anyone got good suggestions to understand the co. better esp margins. on catalogues/songwriting credits and the other levels of IP. [I was a shareholder in Air media which did not do well, previously run by Infante, so a little hesitant]. ps. I know there is a Cenkos note, but not available to the likes of me..

[melody9999] 09/11/2020 09:27

Ah - OK Harrogate that's useful to know - thanks

[harrogate] 09/11/2020 09:21

That is a feature of the way the industry works with them having to wait to see the royalty statements from the collection agencies.

[melody9999] 09/11/2020 09:18

Great news - but for such a small company they should be able to produce results before March - that is 4 months away. The slowness sends the wrong message about their financial control.

[cheshire man] 09/11/2020 08:40

Two very positive news items this morning :-)

[clocktower] 09/11/2020 08:37

What a way to start the week, 8p here we come, and a breakout beyond imo.