| Date | Subject |
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03/3/2021
12:07 | yump: Not seen that article. TCAT has been in use for a while with the two labels - hope OMIP are not tied into long term fixed price deals, as the value of the service must be increasing.
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23/2/2021
11:19 | spin doctor: Uploaded yesterday:
https://simplywall.st/stocks/gb/media/aim-omip/one-media-ip-group-shares/news/i-ran-a-stock-scan-for-earnings-growth-and-one-media-ip-grou
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22/2/2021
11:25 | spin doctor: Yet another example of how streaming is entering the financial mainstream:
https://www.telegraph.co.uk/business/2021/02/21/bmg-boss-artists-need-smart-not-sign-stupid-deals/
And OMIP offers a smart solution.
OMIP, as a nano-cap, is clearly off the radar for the moment. But results and news to come as the cash is deployed.
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10/2/2021
12:06 | yump: Shame they couldn't find an older picture of Stevie Nicks (mmmm), but other than that good to read. Surely only a matter of time before OMIP gets noticed a bit more.
Quite a bit of comment on the news and press about the problems of loss of income for artists with the problems of tracking streaming, which is moving the focus firmly to dealing with it.
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31/1/2021
15:54 | yump: 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.
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31/1/2021
14:45 | spin doctor: Sky News commentary including interview with OMIP CEO:
https://news.sky.com/story/why-are-so-many-huge-stars-suddenly-selling-their-music-rights-12192312
"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".
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19/1/2021
09:20 | yump: 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.
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18/1/2021
10:31 | 1yellowjersey: https://www.investegate.co.uk/one-media-ip-group--omip-/rns/acquisition-of-take-that-producer-royalties/202101180700079127L/
https://www.investegate.co.uk/one-media-ip-group--omip-/rns/one-media-chairman-appointment-at-guardian-media/202101180701069341L/
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17/1/2021
13:43 | nextlink: Michael Infante has been in this industry for over 30 years.
He has never had the funds to buy major Artists music rights.
In consequence he has had to buy carefully and has not,I believe, overpaid.
Looking at Hipgnosis in particular.
They only appeared in July 2018 with Merck Mercuriadis as their
music expert, clearly a talented and able individual.
Given the business model.
Large Capital Investment to acquire Music Rights and a long
period to recover that expenditure and later hopefully profit
from it.
OMIP results are in around 10 weeks and Hipgnosis probably early July.
OMIP - Low Market Cap, over £6 million in cash - exciting possiblities
with TCAT
SONG - High Market Cap - 100X OMIP, Heavy Debt, as at 6th January 2021
The Company has entered into an agreement with a syndicated group of lenders, with JPMorgan Chase Bank as Lead Arranger, to increase its Revolving Credit Facility from $400 million to $600 million. The Company may request an increase in the Revolving Credit Facility commitment by a further $150 million subject to certain conditions.
I cannot help but think that Hipgnosis will be seen to have overpaid.
That will only be confirmed when we have a few years future results.
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29/12/2020
18:10 | yump: 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.
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