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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% 7.50 7.00 8.00 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 4.0 0.7 0.4 17.9 17

One Media Ip Share Discussion Threads

Showing 1251 to 1274 of 1275 messages
Chat Pages: 51  50  49  48  47  46  45  44  43  42  41  40  Older
DateSubjectAuthorDiscuss
30/11/2021
10:08
I hope we get a bit more than this with the finals, re TCAT, or at least some sort of material announcment in the next few months: "working for multiple major record labels in copyright infringement detection and revenue recovery". That was actually happening to some extent before TCAT was made an operating unit. Maybe its just PR for potential clients visiting the website though. Is there extra revenue in there for year to Oct 21 or not ?
yump
30/11/2021
10:04
Cenkos - Applying a conservative 8x Net Publisher Share (NPS) multiple to OMiP’s FY22E royalty income would imply a share price of 12.9p (72% upside). we believe this NPS multiple to be conservative, noting that Hipgnosis and Universal Music have typically been paying c15-25x. OMiP’s underlying royalty business is cash generative, with c£1.7m FCF in FY22E (excluding an assumed c£1m cash outflow relating to TCAT investment), equating to a FCF yield of c10.6%. We have a Buy rating. You wonder whether OMIP might be attractive to SONG in that case?
melody9999
30/11/2021
09:45
https://www.proactiveinvestors.co.uk/companies/news/967686/one-media-ip-confident-of-continued-steady-growth-967686.html
pprpublicity
30/11/2021
09:00
Looks like second half was about 10% higher than first in revenue (2.1 + 2.3mln) and ebitda 10% higher. Regardless of the currency issue I was hoping for more than 10% increase in revenue for the year. Looks like second half was 10% above first half, which includes contributions from recent catalogues. So not much in there organically. Difficult to know. I suppose its the wait for something to happen with TCAT that keeps interest for the time being. A boring stock or two won’t hurt I suppose - as long as they keep doing 10%+ each year, the profits should run at a higher rate, if the currency settles. If they can grow revenue at 10% a half without dilution, then its a much better story. That works out at 20% growth over a year I think, which in theory would jump profits. More years, more compounding. Not happening yet though !
yump
30/11/2021
08:44
In-line - with what ? I have higher numbers pencilled in for both revenue and EBITDA. And £ has been weaker than it was when the broker put those out. I am disappointed with the numbers to be honest. Would be good to see what organic growth is if new content is stripped out.
harrogate
30/11/2021
08:32
Trading update today inline and importantly in the current market context, no hiccups. FX again adverse which has neutralised the operational gearing effect, but £:$ reversing nicely so far this half, so the last few quarters adverse currency impact may at last start unwinding. Chatty update also at http://onemediaip.com/news/news-update-bulletin-november-2021/ TCAT not featured, but it will. The usual POST-TA media interviews may well reveal more.
spin doctor
26/11/2021
17:13
http://onemediaip.com/news/point-classics-track-placed-disney-show-just-beyond/
pprpublicity
09/11/2021
21:49
MI commenting in Spear's: https://www.spearswms.com/music-investment-streaming-success/
spin doctor
28/10/2021
21:11
yep, it's close to Absolute zero, Harrogate! Director buys today. Very small, but a signal IMV. I am confident that intrinsic value is growing and topped up earlier this week. But the market can remain irrational for a long long time!
spin doctor
18/10/2021
13:09
Not very hot here .....,brrrrrrr
harrogate
18/10/2021
13:07
The sector is hot at the moment with more interest from private equity with KKR now getting involved, Maybe OMIP can sell TCAT services to these private equity giants.
the shuffle man
13/10/2021
08:30
Yes many small businesses do seem to carry on without much happening until there is a development that excites more investors. Here, that does look like it would be TCAT, although there must be some investors left who like slow consistent improvement. All you can do is hold a few of them and wait. I almost sold out of GTC (“boring”; small geo consultancy) and then they’ve suddenly got into Hydrogen.
yump
13/10/2021
06:23
I see Blackstone have committed to invest $1bn in the sector through a deal with SONG. There is obviously good value to be had. Are OMIP too small to compete. Been a long term investor. Like the concept of reliable recurring revenues but there doesn't seem to be any interest in this company to re-rate the shares. Let's hope TCAT becomes a major success.
the shuffle man
06/10/2021
13:43
Nice steady business but will never be exciting imo but it has been interesting following the thread - thanks folks. I have only invested once in this and came out with a very small profit but I continued to follow the thread but I can see no real movement in the share price 6-9 at best then you have to hit it at the right time. So good luck and re: TCAT - this could just become a valuable business imo but it will take time. CT
clocktower
05/10/2021
07:30
RNS today. Incremental progress with cash deployment There is value out there: "This income stream... has been acquired well within the Directors' published 'multiple' buying criteria.
spin doctor
01/10/2021
11:46
Not doubting that TCAT could morph into a very valuable Co. Or not. But personally I don't want unquoted TCAT shares (too small to IPO yet), and as a TCAT manager I wouldn't want the administrative burden and hassle of a distributed shareholder base. I'm assuming that the number of OMIP shareholders is in double figures ;.)
spin doctor
01/10/2021
10:35
Agree it needs to be independent but selling it at thus stage after funding it would be bad for us. It needs to be less than 50% owned by OMIP and the best way to get to that is for OMIP to distribute the shares in TCAT to us to achieve that and then TCAT can attract funding. TCAT could be worth more than OMIP if it really does what is says it does.
harrogate
01/10/2021
09:56
Surely we don't want to sell TCAT ? We want to own it - either through OMIP or as shareholders with it transferring to us so it can be floated separately at some point.
harrogate
01/10/2021
09:48
Yep, the key issue, the risk vs the opportunity. FWIW I don't believe key shareholders - not least the EIS/VCT group who are committed for three years from 2020 - would tolerate such dilution. Cash generation + TCAT sale + a fair bit still in the bank will IMV keep things going for a while.
spin doctor
01/10/2021
09:27
Yes of course it is you - you fooled us by missing out your middle name ! I agree with your points overall but what is the trigger for the rerating? The worry is that we are valued at less than 50% of the amount we buy content for. That is value destruction. When we have spent the current cash what do we do ? Raise more at 7p valuing our content at 5 x NPS and go off and buy content at 12 x ?
harrogate
01/10/2021
09:19
C'est moi. Sorry to disappoint you ;.) The opportunity to buy at 7p or so was too good for me to resist. The story remains intact IMV: - Selective acquisition of resilient income-producing assets. - Boutiqus style alongside TCAT/Harmony giving some measure of competitive advantage against Hip/RoundHill and smaller players. - TCAT 'spice' in the mix. High dispersion of outcomes for that, and certainly not a long-term focus - small experienced senior team who IMV have highly disciplined (rigid?) approach and high integrity Of course - it is a nanocap, off the radar of the vast majority - I wish it would distribute more of the cash being generated - 'Marketing' of the PI opportunity is arguably not the best - there are a bunch of risks not least 'key person' - current share price constrains expansion strategy - more could be done to illustrate the value within the portfolio. I think that will come. I understand why long-term holders may see OMIP as perpetual jam tomorrow; I hope that a testy Autumn in the markets generally alongside positive news flow from OMIP will restore that confidence as it rerates. I note RoundHill results out. Have yet to digest those.
spin doctor
01/10/2021
08:30
Who is he ? Do we know ?
harrogate
01/10/2021
08:29
James Price increases holding from 4.01% to 5.06%
someuwin
30/9/2021
21:30
Two successive intra day share price reversals and a small signalling MI buy.
spin doctor
Chat Pages: 51  50  49  48  47  46  45  44  43  42  41  40  Older
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