One Media Ip Share Discussion Threads

[pjhutchy] 17/5/2013 18:09

Glasshalfull. Had a quick look at the company's you mentioned. Thanks. Seem like fast growers but not to keen on the debt situations, the debts dont seem to large though.You might like red24 redt, gable holdings gah, camkids camk, naibu nbu and china chaintek ctek on aim and sprue aegis on the plus market.similar companys that are undervalued with net cash. worth a look. I'm happy to hold one media and top up every time they release results if I like the results. Is tempting to sell one media but I have done that in the past on other good shares and regretted it as they continued to rise. I try my best to run the winners now and top up along the way if the story keeps going well.

[pjhutchy] 17/5/2013 17:49

Microscope. It looks like the shares magazine tip may have caused some short term volatility. Maybe some short term traders hitched a quick ride and they have been taking their profits. It may provide a good top up opertunity for long term investors if it drifts any lower.

[glasshalfull] 17/5/2013 14:08

microscope - Well I admit to top slicing & selling quite a few last week...300k as I had a disproportionate weighting here and good opportunity to free up funds for some other opportunities (see my posts on TMMG, INSE & EMR). I still retain a decent holding and as I say, my 50k & 100k sales have now stopped, they were completed last week when I sold most into strength last Friday.

If you think that's "soft" then so be it. I've every confidence in MI and the team and simply locking in some profit (from 2.5p avg) & rebasing portfolio.

Kind regards
GHF

EDIT - Actually sold 350k...just looked back through my trade data. How's that for transparency?
FWIW - The greatest proportion of my OMIP funds joined other monies to purchase a large chunk of INSE at 4.625-4.75p...offer at close of play today is 5.5p.

[microscope] 17/5/2013 13:57

That jinxed it PJ! ;)
Hoping whoever is selling is not someone who at the first whiff of a realistic share price for years is off, soft if so! I know we had a great run and nothing goes up in a straight line etc etc, but this Dribble dribble selling is irritating!

[pjhutchy] 10/5/2013 18:07

Volume picking up a bit. Nice to see more interest

[capt bligh] 10/5/2013 16:12

Its a bit difficult to call this... there are virtually no sellers... whats going to happen with their next deal... and one would imagine pretty good interims... got to come back at some point it might be 12p 15p 20p or even 25.... no idea... as to Youtube we do have an interesting video library but as far as I remember this was always thought of as a freeb bringing a small advert driven rev. rather than any subscription rev.

[priteshpatel9] 10/5/2013 16:04

Anyone know if YouTube's subscription plans impact these guys? (In a positive way of course)

[microscope] 10/5/2013 14:24

lots of step-ups, tipped somewhere or news coming?

Having bought at 0.97p in November 09, my first ten bagger in a very long time!

[speedsgh] 10/5/2013 07:34

GHF - agreed. in view of the unwelcome Jarden offer, perhaps SPRP will now look to a move to AIM as a way to achieve a fairer reflection of the value of the business?

[glasshalfull] 09/5/2013 22:03

MI and team have surely set down the gauntlet to former ISDX peers on the need to get off that platform.

Shares were c.4p prior to proposal for AIM listing & are now +150% in little over 5 months.

Regards,
GHF

[harrogate] 09/5/2013 18:55

Interesting buy at 11.5p that is for sure ..wonder if something is going to be announced?

[m1shake] 09/5/2013 18:11

11.5 and climbing !

[oregano] 08/5/2013 14:05

interesting to see Helium, the best performing small cap specialists I know (6% tyd and 65% last year) have taken a position in OMIP.

[briangeeee] 03/5/2013 12:27

Quite an impressive way to communicate the company vision.

[zeppo] 03/5/2013 10:28

BGeeee

Thank you!


z

[mrx9000] 03/5/2013 06:59

BrianG: nice find, thanks for posting.

[briangeeee] 03/5/2013 00:41

Nice corporate presentational video, strongly hinting at the size of a Smart Device future.

[capt bligh] 29/4/2013 16:30

If there were a prize for fewest messages per percentage rise...OMIP would surely win hands down. Lets hope MI can keep the momentum going and that half years results live up to expectations.

[jamielein] 26/4/2013 19:09

A good day for OMIP.

I had a feeling things were turning when I managed to get a quote at the bid to sell for a larger size than 10k. I was being quoted a penny below bid a couple of days ago, and this changed yesterday. I didn't sell, but was tempted to buy some more.


Strangely, the majority of the trades are being reported on ISDX. Not sure why that's happening. Here are today's trades:

26/04/2013 16:22 100,000 @ 9
26/04/2013 15:41 1,500 @ 8.8
26/04/2013 13:48 1,906 @ 8.74
26/04/2013 13:07 5,701 @ 7.75
26/04/2013 11:01 60,000 @ 8.3
26/04/2013 10:07 25,000 @ 7.761
26/04/2013 10:05 5,814 @ 8.3
26/04/2013 08:37 100,000 @ 7.5
26/04/2013 08:20 72,614 @ 7.55

[harrogate] 21/4/2013 15:38

BG..Thanks for the response ..the 15p DCF figure was in that interview and so the 5 x operating profit comment surely is based on this too. Maybe we are having a good year and the content we bought in mid 2012 is starting to fully produce a return. It is crazy that some people have more information than others

[briangeeee] 21/4/2013 11:39

harrogate, the broker note has only been shown to those companies visited on the fund raising road show. It is to be made available via brokers etc soon, but apparently there's some approval process to be gone through. It really makes you wonder why in this country there needs to be 'approval' to move from a situation of selective disclosure, where there is no trading restriction, to one of general disclosure. Nuts.

The note doesn't contain a Buy/Sell recommendation, but it does include some target prices, so probably won't be posted on the company website. From what I heard, I think the DCF implied target price is about 15p. I haven't heard anything about profit forecasts. MI said at the recent meeting that the first three months of the current year had been good, but who knows exactly what that means as lots has been going on with the relisting. Obviously they've been processing a significant backlog of content, as I suppose is always the case, and subsequent profits will at some stage reflect its availability.