One Media Ip Share Discussion Threads

[microscope] 01/3/2014 09:31

Don't ask me why, but the TT really works!!

[the shuffle man] 28/2/2014 22:25

Nice article sees the company growing to a market cap of £50m with management having alot of skin in the game.

[harrogate] 28/2/2014 22:19

This is an interesting article

hxxp://www.ibtimes.co.uk/intellectual-property-how-one-media-ip-group-makes-new-money-old-content-1438386

[pjhutchy] 27/2/2014 21:34

I think the company is valued a bit high now and we may come down a bit more before stabilising. I would be tempted to buy heavily at around 13p

[harrogate] 20/2/2014 13:00

But of course this content IP you refer to is only worth something if it can be monetised so we should see that coming through in the top line ..if not the content has no hidden value so it always comes down to me what they are getting in and until we see maybe another year ( or a detailed broker note) of numbers I have no idea how that sales line is going to go up from the IP they have. I have never sold a share and I am not going to sell now but still feel we are fully valued for now

[microscope] 20/2/2014 11:45

We shouldn't forget that the company owns, or has long term recurring revenues at least, on a goodly number of catalogues etc, which I think means there's a fair bit of additional 'hidden' IP value. Difficult to put a figure on, but in addition to the 1.6 million cashpile, and all the other gooodies we've discussed (clean balance sheet, profits, divvies etc) still think there's plenty of scope for upside.

[glasshalfull] 20/2/2014 00:04

Agree entirely harrogate with your "solid" assessment and thoughts on valuation.

They company has enjoyed an excellent debut on AIM and the noticeable undervaluation of the company when listed on PLUS/ISDX has now been removed.

Adjusted diluted EPS is slightly down (0.61p) reflecting that the majority of funds raised in the placing of 9m shares (following admission to AIM) has yet to be employed.

MI & co are certainly moving in the right direction and I like the way in which he spelt out the change in business mix and monetisation trends moving forward.

Regards,
GHF

[glasshalfull] 20/2/2014 00:04

duplicate post

[harrogate] 19/2/2014 08:17

They look a solid set of results and in line with Hybridan numbers of a year ago. We should expect from what I read a new note from Charles Stanley and will see what they say about 2014 and 2015. For me at first glance they don't warrant a share price any higher than we are but as Micro says they have a lot to recommend them. The detail in the results from MI on how they work and how they will make money which I haven't read yet is probably the key element of this statement and might answer some of the questions we have been asking about monetisation.

[microscope] 19/2/2014 07:42

Very pleased at first look. Obviously the one-off AIM costs of near 200k effected the bottom line, but otherwise all looks excellent imho. And, as with any company's results, always a relief when there's no 'nasties' in them!
Hopefully this will lead to broker upgrades in the next few days.

I noticed on twitter Michael said he'd be in the Square Mile for the rest of this week, a charm offensive coming i think! Really hope we won't be taken over at this stage, but the likes of Rightster, who have talked openly about seeking acquisitions, might well be looking imho.

Having 1.6 million in cash obviously puts us in a great position to make the right acquisitions ('fizz' stanmore! :) )and I particularly liked this bit (along with mention of anticipated further acquisitions):

'...The Group retains a strong cash position; is debt free;
profitable and is paying a healthy dividend...'

How many AIM companies on far loftier ratings must wish they could say that!

[stanmore2] 19/2/2014 07:37

Dead right capt bligh. Solid stuff but where's the fizz?

[capt bligh] 19/2/2014 07:36

good results... but we need another big deal imv to move things up a few notches

[capt bligh] 17/2/2014 12:55

I too have no idea but I agree half a billion views sounds impressive! perhaps MI has a rabbit in his top hat results wise.

[harrogate] 17/2/2014 12:51

Thanks for that. interesting. Still have no real idea what it all means but sounds promising that is for sure

[stanmore2] 09/2/2014 15:52

The whole media world is talking about 'content' and these guys have it in shovel loads. They are sure to spread their wings into even more areas, and maybe a good sized bid will arrive! Management have never ruled out a bid at a 'silly price'.

[harrogate] 09/2/2014 10:26

M1shake. Thanks for pointing out that video. I had forgotten about that which was a very clear statement by the CEO at the time of the move to AIM about the strategy. In a way though it raised a question which of course will only be answered in the fullness of time. Why having done 10s and 10s of deals in the last 2 or 3 years has the deal flow slowed down dramatically just when the company has raised cash through advanced royalties from Orchard and the AIM float? Is that because they are harder to find at values that will enhance earnings or just that they will be bigger and more difficult therefore more infrequent. As I say I am sure time will tell!

[janeann] 07/2/2014 16:04

that explains the leap today then............

[capt bligh] 07/2/2014 10:54

A really positive article.... and only about 10 trades yeseerday and today on both LSE and ISDX...no stock to be had.

[euclid5] 06/2/2014 12:09

good write up in today's shares mag

[pjhutchy] 24/1/2014 20:26

Maybe a bit overheated now on a pre tax profit of 0.8m, has anyone got any profit forecasts from brokers or their own forecasts? Thanks

[m1shake] 21/1/2014 19:23

Sometimes you have to look back to get a view of what is happening tomorrow

[the shuffle man] 20/1/2014 14:47

Interesting stats but not sure how to interpret them.

It does amaze me how many viewings they have been able to achieve on all this old stuff.

How do they turn the views into decent revenues ?