One Media Ip Share Discussion Threads

[m1shake] 03/11/2014 18:16

More interesting I would say

Charles Stanley Securities Breakfast Bite
One Media iP (OMiP.L)*
Price: 11.5p / PT: 25p (n/c)
Buy (n/c)

Our View: One Media iP has announced that it intends to pay a dividend of 0.071p per share for the period ended 31 October 2014. This represents is maintained payout and “keeps OMIP as a dividend stock”. The full year yield is 1.3% at this price. The dividend will be paid on 21 November to shareholders on the register on 14 November. The financial year ends 31 October and the group is due to report FY results in February 2015. In July the group acquired ‘Point Classics’, a catalogue of 4,000 classical music recordings. We are forecasting FY 2014 revenues of £3.1m and a PBT normalised of £0.75m, an increase of 43%. We retain our Buy recommendation and a sector-based target price of 25p.
The shares have slipped back from 19p reached in February to 11.5p currently. We anticipate the confirmation of the dividend payout to underpin the price and stimulate a rally.
Peter Ashworth 020 7149 6144 [e-mail]
*Corporate client of Charles Stanley Securities

[briangeeee] 13/10/2014 20:08

Hopefully a good proportion of the $1bn has gone to OMIP!

[capt bligh] 13/10/2014 11:06

YouTube says it has paid out $1bn through Content ID system
YouTube has announced a new milestone: $1bn paid out to copyright holders via its Content ID feature, which helps them identify user-generated videos using their content and make money from ads around them. One Media is pleased to say that its YT channels are progressing well with viewership on the increase. Check out our channels on the front page of our web site

[m1shake] 10/10/2014 20:02

hxxp://www.londonipsummit.com/lps.asp
Share price moves down - is the great forgotten and unloved?

[yump] 03/10/2014 12:50

Very curious about that. Archive publishing of some sort ?

[harrogate] 03/10/2014 12:25

Share price moves up??

[cascudi] 03/7/2014 09:24

a good company that is still not
under the radar. good news today imo

[capt bligh] 03/7/2014 08:32

Good news today.... Turning into a really solid little e. business, run on a shoe string, but with value increasing year by year...well done Michael Infante

[microscope] 03/7/2014 08:32

Excatly the sort of deal we were hoping for i think, harrogate. Excellent news and evidence imho of why the Orchard were 'happy to oblige!' :)

[harrogate] 03/7/2014 07:50

I like the sound of this ..right in their sweet spot ... old classics and music not video ( which I continue to fail to understand the economics of) and a decent size. Earnings enhancing which is great ..not that means much using cash which will be earning 1% in their bank account ! Great stuff. H2 off to a good start

[cascudi] 28/6/2014 16:47

i don`t understand why advfn fundamental is showing a pe of 40.
looking the last 6 months interim the eps was 0.49p
assuming that the 12 months eps will be 1p.
the pe should be 17..correct?

[briangeeee] 26/6/2014 14:22

Nothing that another big director sell at well below market price won't fix.

I've got no problem with directors selling their shares in an organised manner, but selling at below market is very damaging if they're considering raising fresh equity funding in the next couple of years.

[cheshire man] 26/6/2014 11:38

Just logged and saw the rise,,,,,,,,,,,,,thanks for that TSM

[the shuffle man] 26/6/2014 11:10

Nice write up in shares magazine prompting todays rise.

[microscope] 20/6/2014 13:52

Yes also hoping H2 video is hint of activity.

I'm not for a moment saying any bid is going to happen and this isn't intended to fuel speculation, but were Rightster, who are talking of acquisitions, or another sector player, to make an offer for us - one day - what would people see as fair?

[harrogate] 20/6/2014 08:21

Micro ..I always find your perspective interesting! Any content acquisition from cash should obviously be quickly earnings enhancing it is just that we have no clue as yet as to how the video content especially is going to go and things like Men & Motors given that video revenue in total is less than £75k for H1 can't yet be paying their way. If they issue shares to do deals then the argument on enhancement changes quite a lot so we shall see. I still think that in the absence of a large clearly earnings enhancing deal we are about right on 14 x 2015 EPS. Of course the MI video strongly suggests that H2 will be more active on deals in H2 and hints at a big one so that could change quickly given we have little over 4 months left in the FY. Fingers crossed

[m1shake] 19/6/2014 23:49

hxxp://www.stocktube.com/video/one-media-ip-sees-profitable-future-in-music-streaming

[microscope] 19/6/2014 17:30

Don't take this wrong way Brian, but you sound like a broker room dealer or analyst, hidebound into using narrowly defined and rather technical city or trading room valuation criteria, therefore it can be difficult imho to stand back and see the bigger picture.
Of course i get that you'll say it's logical etc and reality, how the city sees it (but they aren't the be all...) but things like potential don't get factored in or fully assessed because they are subjective.

I maintain we are undervalued because almost of necessity acquisitions will happen and it's hard to see how they wouldn't be significantly earnings enhancing.

I enjoy and value your posts, I get where you are coming from and understand your angles, so as i say please don't take this as some sort of criticism or in any way patronizing, it's not! ;)

PS: did we get a mention in Shares mag today, something oblique from Michael today on Social media sites, not sure if it was direct reference to a write-up or not.

[briangeeee] 18/6/2014 11:16

These pricing changes seem like they will be significant for OMIP in the future. It would be interesting to hear some more about how their YouTube relationship is developing

Hopefully they should be seeing themselves increasingly as a route to commercialisation for smaller owners of rights.

[the shuffle man] 17/6/2014 14:25

Very thin summer markets. Not even one trade on the back of these results which look ok.

[proactivest] 17/6/2014 14:12

Video inteview: One Media iP sees profitable future in music streaming

One Media iP (LON:OMIP) has just unveiled its latest half year figures. The digital content provider has reported pre-tax profit up 31.5% and turnover 13% higher at just under £1.5 million. The company has also paid an interim dividend of also Chairman and CEO, Michael Infante explains how the company is aiming to develop the video streaming business over the next few years and outlines an ambitious strategy for acquiring more digital assets in music and video rights. He also believes that One Media is uniquely placed to exploit the shift from downloading to cloud based streaming.

Watch the video: