One Media Ip Share Discussion Threads

[csmwssk12hu] 20/1/2021 00:19

Signing up for Take that songs, in fact getting them in the first place is a stroke of genius

[csmwssk12hu] 20/1/2021 00:18

Is it bad I was in a store today and heard back for good and thought of these?

[yump] 19/1/2021 18:09

So, a streaming M&M channel of some sort...

[capt bligh] 19/1/2021 16:04

Hmm well M&M not dead then.

[spin doctor] 19/1/2021 14:44

ProActive interview with Infante, reflecting on yesterday's news and 2021 to come:

[yump] 19/1/2021 09:20

I imagine this wil get a bit of coverage over the next few weeks.

Interesting that SONG must have paid some premium multiples for a lot of their catalogues, but its not that clear how they are going to improve the return, unless I’ve missed some explanations.

With OMIP, although they’ve now bought something that presumably had a full valuation, they have developed expertise in adding value. Perhaps they can also earn well from licencing TCAT to these larger businesses.

It looks like the returns from OMIP will not be fully dependent on paying dividends like SONG, but on business value growth, as a result of adding value to the royalty flow.

[yump] 18/1/2021 16:21

Clocktower
Cheers
Good luck with yours - this is in my sipp to hold until whenever

[smackeraim] 18/1/2021 15:40

https://www.cityam.com/greatest-day-one-media-ip-snaps-up-take-that-producer-royalties/

[clocktower] 18/1/2021 15:40

A bit slow moving, so I took my 15% a little earlier and moving on - good luck yump, a good steady business that given time will be rewarding but I have liquidated some smaller holdings for higher risk investments.

[smackeraim] 18/1/2021 15:32

https://twitter.com/michaelinfante4/status/1323041595176964096?s=21Amarillo? never know Looks like he found AmarilloAt last. Lunch with #tonychristie #hollandandholland

[nextlink] 18/1/2021 15:30

yump I think you are highlighting the potential of TCAT.
Apart from combating Piracy I am sure it also identifies
where a legitimate source has failed to pay.

On another note.
Very pleased with todays news.
I think that Pension Funds and other Income Funds, with low
interest rates, are finding it hard to find suitable investments.
I think we are seeing a focus on Music Royalties,
Hypgnosis only founded in July 2018, for that very reason, I believe
and generating a lot of interest.

[lukehold] 18/1/2021 15:06

Phil Spector?

[yump] 18/1/2021 14:56

So I wonder which artists songs can be bought at a reasonable multiple that will also have enough longevity to give a good return.

The aim of OMIP is to use their expertise, not only to just receive the royalties, but also to extend the reach of the songs, therefore increasing the return over and above the previous level. Its going to be difficult to see that effect directly, other than through results announcements.

Some of it from memory is simply about tracking the streaming more effectively. I can't recall how much royalty is supposed to go 'missing' as the result of lack of tracking - sure it was mentioned somewhere.

[spin doctor] 18/1/2021 14:02

Important to note that, quantitatively, this deal is not huge - an RNS NON, and spend only 'a modest sum'. But the resilience and longevity of royalties from this deal are not in doubt, and it is a clear sign of the type of revenue streams to follow.

[smackeraim] 18/1/2021 12:28

Tuck them away. Just above last funding price, and probably more artist news to come. Plus maybe some TCAT developments?

[spin doctor] 18/1/2021 12:26

There might be a few chunky buys today :.)

[spin doctor] 18/1/2021 11:28

This will take time to build.
A few are 'admitting' to having traded out following the recent 10% markup. Fair enough if trading, but I'd be looking for another order of magnitude return.
Looks like holders can have high confidence in a stream of earnings enhancing deals, with a stream of publicity alongside that, cultivating wider investor interest.
Surely some media coverage tomorrow.

[harrogate] 18/1/2021 11:08

I think it shows that the seller is still around to soak up the buys. While the news was great to get some interest in OMIP the deal was actually very small financially so not really something that changes the numbers.

[clocktower] 18/1/2021 10:51

Disappointing to see so little interest and for the share price to fall back so quickly.

[lagansider] 18/1/2021 08:48

This deal might well Relight My Fire of enthusiasm for OMIP....

[yump] 18/1/2021 08:27

I did suspect that this was the case: sad on the one hand though: "Given the current global crisis and corresponding impact on the live music sector, we have found an increasing number of artists are evaluating alternative income opportunities and are looking favourably upon our initiative"

Probably doesn't apply to Take That unless they've blown the money.

[yump] 18/1/2021 08:24

That's great news despite the puns ;-)

[clocktower] 18/1/2021 08:09

This was worth the short wait Yump. 10p maybe