One Media Ip Share Discussion Threads

[yump] 10/2/2021 09:29

First use of the Harmony IP strategy this morning, adding a cluster of famous and long-lasting artists.

[spin doctor] 04/2/2021 21:14

A further ProActive update:


Nice summary. Nothing new.

[spin doctor] 02/2/2021 22:22

Interesting tweet from CEO today, commenting positively on Men&Motors viewing data and quality of advertisers. They do seem top notch, and the overall product is slick:

[spin doctor] 31/1/2021 21:22

Yes we will.



Market Cap £15M. 40% not in public hands. The remainder generally with long-term holders. Effective free float is tiny. When the share price moves it will shift..,

I think recent selling is bored PIs. The larger holders would not have had to sell much (1% = £160k value) to have triggered an announcement, and given the recent flurries of interest they would not have had difficulty selling if they wanted to.

Recent investments by decent EIS and VCT funds are reassuring.

[yump] 31/1/2021 15:54

I try not to get too excited, but the noises from OMIP and the Take That purchase, make me think it might be like a very small version of SONG, except OMIP has an additional strategy of adding value to the rights, because of enhanced tracking.

So maybe in a few years, we will be getting generous dividends, plus capital growth as a result of OMIP actually increasing the value of the rights. That would be evident from increasing returns.

[spin doctor] 31/1/2021 14:45

Sky News commentary including interview with OMIP CEO:


"Music rights are very much the epicentre of the way the music industry works," says chief executive Michael Infante.
"What we have now is I think a recognition from fund managers in the City who have suddenly realised actually it's quite a robust recurring income."
One Media has several deals in the pipeline, he says.
"I think we're going to see a lot more of this. I think over the next six to 12 months, you'll be hearing more news from us and probably a lot more news from others."
Due to non-disclosure agreements, he can't name names at the moment, "but expect more in the same vein".

[spin doctor] 28/1/2021 14:55

Topped up on today's dip. My afternon buy not yet showing.
Execution of the strategy will take time. Happy if others get impatient and sell in the meantime ;.)

[yump] 28/1/2021 13:36

Good to hear. No point in having an asset that's not earning.

[harrogate] 28/1/2021 08:07

Good to see there might be some value in M&M - I had assumed it was pretty much dead. I wonder if this could be meaningful in terms of bottom line in due course. They are clearly pushing on with things and I am sure content deals will be coming through in the next few weeks.

[yump] 22/1/2021 09:23

Still at a modest price. I wonder if they’re talking to SONG about TCAT. With some questions over catalogue valuation there, it would surely be helpful to them to add some value by tracking streaming a bit better than previously, for all those artists.

Then they would genuinely be adfing value.

[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?