One Media Ip Share Discussion Threads

[microscope] 18/6/2013 09:10

We couldn't have asked for a lot more, and the cherry on top is almost £2 million in cash, with more on the way at the end of June! Strip that little nest-egg out and there's plenty of room for upside in the rating imho
Love it, thanks well done Michael and the team, onwards and hopefully upwards!

[harrogate] 18/6/2013 08:41

PC... Apologies ..the only excuse I have for posting such rubbish is a very bad case of gastri-enteritis .. Off to lie down now !

[propercharlie] 18/6/2013 08:34

nfs, no tax on PBT, tax on PAT!

Harrow, interims is 6 months

therefore 260k *1.1 for 2h plus 260 = 540k for this year

540k * 1.2 = 655k

you have point on PE accepted.

[capt bligh] 18/6/2013 08:20

1325,000& 262000... Guess these results were already in the price. Let's see how good the pr company is.

[harrogate] 18/6/2013 08:20

How would a growth rate of this get us to £0.6m next year. 25% growth on .26m = 0.33m. And PE ratios are done on PAT figures. I still believe we are well up with events at this price

[stanmore2] 18/6/2013 08:19

fairly muted but most of it had been in earlier investor presentations. Worth doubling up?

[nfs] 18/6/2013 08:19

Proper charlie

where is your tax on the 600k PBT?

[propercharlie] 18/6/2013 08:16

so 1.3m and .26m, not bad, 30% revenue 26% profit growth before aim costs.

Only question why profit is not higher growth than revenue?

I think a great result, going fwd at this growth next year should be £.6m pbt, on a pe of 15 mkt cap could be 10m. This share should therefore be 18-20p now!

[capt bligh] 18/6/2013 07:31

Smashed it... Great results

[glasshalfull] 17/6/2013 20:58

Capt Bligh - I think your £1.2m Rev & £250k PBT is on the money (excluding exceptionals). This would indicate 20% growth in profitability which is in line with guidance MI has previously given. Anything more would be a pleasant surprise.

Kind regards,
GHF

[microscope] 17/6/2013 16:39

if I remember rightly H1 was stellar last year, that always makes me a little nervous, tends to create exaggerated expectations the following year, ie now!

On the plus side we have lots of recurring revenues and a bigger 'portfolio' of investments, but then again more shares in issue so the eps might be less spectacular.

A lot will depend on whether AIM costs are in these results. I'd imagine though no accountant they'd be exceptionals. Will be particularly interested to see how our relationship with The Orchard is developing, if they comment on it, and that's almost as important as eps figures, it's where our real hidden value lies imho!

Look forward to the numbers and to the outlook, hopefully within a few days we might then get broker updates and maybe IC will give us a mention this week too.

[capt bligh] 17/6/2013 12:00

Wat are folks expecting tomorrow? 1.2 rev and pbt 250k ?

[davidosh] 31/5/2013 09:34

Any more of you interested in seeing the first ever presentation by One Media to private investors in London next Monday...

http://boards.fool.co.uk/the-first-june-event-is-this-monday--12818473.aspx

[propercharlie] 29/5/2013 22:23

Hi Davidosh, message sent! thanks

[davidosh] 29/5/2013 20:38

ProperCharlie....Do not worry you will easily make it as One Media are likely to be on last at around 4pm but the other two are well worth seeing too. Inditherm IDM and New River Retail NRR. Can you mail me your full name for the reception.

[propercharlie] 29/5/2013 19:54

Davidosh yes I may be able to make it, I have sent you a PM.

PC

[davidosh] 29/5/2013 15:44

I have arranged for One Media to do a presentation for investors next Monday 3rd June at the offices of FinnCap near Liverpool St Station in London at 1pm to 5pm with three other presentations for anyone interested in joining us.

[pjhutchy] 20/5/2013 08:34

Glass hatful. Thanks. I have small money in the chineese company's and will do some further research and maybe scale down my positions a bit. Looks like the fall is continuing here not long until buyers come in I reckon. A trading update soon would be helpful

[glasshalfull] 19/5/2013 20:31

pjhutchy 17 May'13 - 20:04 - 227 of 231 0 0(premium)

Looks like you are already invested in them. Lol. Just scanned through your sprue aegis write up on the motley fool website. More in depth than my research as I'm fairly new to this game compared to your experience, good to read that. I'm hoping to get a chance to buy some more sprue aegis at a bit of a cheaper price than today's price. What's your opinion on the chineese company's? Do you think the value will emerge? Thanks

---

O/T

Sorry pj, remiss of me not to respond.

I wouldn't touch a Chinese company listed on AIM with a bargepole & know there are multitude of UK investors that feel similar.

Look through threads such as RCG, GNG, CHNS, BSST, CESG...all Chinese companies that have come unstuck through the years. There are many, many more than those I choose to list but I think you would serve yourself well by picking one of the above at random & reading through the entire thread from the beginning. RCG is an unbelievable soap-opera that a Hollywood script couldn't do justice as it would be considered too far fetched!

What will emerge is a company apparently on an unbelievably cheap rating, PER very low & fantastic growth forecast, perhaps even a treasure chest of net cash in some instances...then slowly but surely it will emerge that the trade receivables of the randomly chosen company will be getting larger & a number of bulls & bears will emerge each arguing their case vociferously. In most cases it will be shown that each is struggling to collect cash against their respective order book and the shareprice will fall considerably. I think the terminology is "smoke & mirrors".

The companies in your own list may very well buck this trend but I will never find out as I simply won't waste my time looking at them and trying to decipher whether they are legitimate as very little action has been taken in respect of previous Chinese listing shams so there is little disincentive for these companies to avoid listing in Londons AIM market.

Good luck PJ!

That's enough from me off-topic. Back to OMIP.


Kind regards,
GHF

[jamielein] 18/5/2013 12:30

Completely sensible to take some money off the table after such a strong run. I have a much smaller portfolio (and therefore a much smaller holding in OMIP) but I did sell a third of my shares at just over 10p.

I also believe the shares had got a little ahead of themselves and wanted to use the proceeds for some other opportunities.

I do have confidence in their future though (otherwise I would've sold the lot!)

Regards,
Jamie

[glasshalfull] 18/5/2013 09:35

Morning microscope,

For the avoidance of doubt, I sold 350k shares last week, with most sold on 10/05/13 & into strength I hasten to add. I was actually bid up for the stock last Friday! I have not sold anything since then and my intention is to hold the remainder.

Personally, I thought the shareprice was up with events for the timebeing when it hit the heady heights of 10p which equated to a market cap of £6.5m & probably placed it on a prospective PER for this year of 15 or thereabouts (happy to be corrected). MI has delivered and I have every confidence in him & his excellent team...just time for me to extract some profit from a 3-year holding and rebase my portfolio slightly.

We are agreed on OMIP as an excellent long term investment.

Kind regards,
GHF

[microscope] 18/5/2013 08:28

I held Sprue shares at one time, but valuation got a bit ahead of itself recently i thought. Anyway shall we keep the thread to One Media?

i don't blame anyone for taking a profit, just a little surprised you were placing big orders a few weeks ago and selling so quickly, not really a trading stock this one. I also note you've sold large amounts and yet your implication is you are still selling small bundles, or is that wrong?

I have a year end target of 15p here, and I hope we will see significant acquisitions around interims time. You are absolutely right PJH to be concerned about companies with debt at the moment and preferring to run your winners.

We have cash, no debt and recurring revenue levels most AIM companies would die for. Low risk growth stocks are a rarity and I have great confidence in this business model and we are in a fast growing yet still niche area where we can cherry pick the best earnings enhancing opportunities.

[pjhutchy] 17/5/2013 20:04

Looks like you are already invested in them. Lol. Just scanned through your sprue aegis write up on the motley fool website. More in depth than my research as I'm fairly new to this game compared to your experience, good to read that. I'm hoping to get a chance to buy some more sprue aegis at a bit of a cheaper price than today's price. What's your opinion on the chineese company's? Do you think the value will emerge? Thanks

[glasshalfull] 17/5/2013 18:29

O/T - PJ, your post made me laugh. Take a look at the SPRP & REDT threads...

Regards,
GHF