One Media Ip Share Discussion Threads

[dibs61] 27/12/2017 08:50

Another 17.5% this morning and not a word here! What on Earth is going on? Mr Infante certainly seems rather chipper ;) as indeed he should be!

[the shuffle man] 22/12/2017 10:40

So much potential here. Pleased I stuck with it. Should be a good 2018.

Good luck everyone and a prosperous new year.

[cheshire man] 22/12/2017 10:39

Looks that way Dibs :-)

[dibs61] 22/12/2017 10:18

A very Happy Christmas for us OMIP’ers then!

[yump] 20/12/2017 16:17

Does seem a lot if just the two NEDs influence.

Unless it is just a combination of folk suddenly taking notice, looking at next year's forecast and a stock shortage.

Wonder when the 0.7p earnings forecast was done - GHF updated on 5/11 - perhaps there'll be an upgrade.

[dibs61] 20/12/2017 14:20

SP keeps rising. Hasn’t been this high for two and a half years.

I’m not sure if it’s entirely due to the Grade/Dunleavy factor or there’s something else waiting in the wings?

[yump] 20/12/2017 10:05

Where is it going ? 0.7p forecast x 15 neatly comes out around 10p ish.

[the shuffle man] 19/12/2017 15:16

Don't think the shares were dumped, rather they were placed at that pre-agreed price. Someone else is keen having purchased 50,000 shares at a premium to the offer.

Great potential here and looks very cheap even after the rise of the last 2 days.

[yump] 19/12/2017 15:16

As current year results are pretty close, I imagine focus will move to next year's forecast quite quickly. Be interesting to see any comments on the first couple of months of the year, as to whether the improvements voiced are already being seen in revenue.

[dibs61] 19/12/2017 12:20

Could be Roman Poplawski exiting since he resigned as NED a couple of months ago and presumably wants to move on? He had over 3m shares…..

[dibs61] 19/12/2017 12:16

someones just dumped 3m shares @ 5p where current bid is 6.5p

[harrogate] 18/12/2017 19:59

What's twitter?

[glasshalfull] 18/12/2017 19:40

Check my twitter feed Dibs61 ... MI responding to comment there.

Twitter : Glasshalfull1



Kind regards,
GHF

[dibs61] 18/12/2017 16:29

Thanks yump.

A question for Glasshalfull if you're around, what did MI have to say when you spoke to him? Thanks in advance

[yump] 18/12/2017 16:07

Dibs61
Its an RNS link under chart at top.

[yump] 18/12/2017 16:06

This will sound very ageist ? but I get the feeling that new tech./streaming/digital is the remit of a young team and copyright is more old school. Given that OMIP's team have already re-adjusted the group for the former, I'd guess that the copyright area is one where the new NED's might have significant door-opening/publicity value.

Anyway I can be ageist if I like cos I'm 'of a certain age' myself ;-)

[dibs61] 18/12/2017 16:01

Thanks Cheshire Man - have you got a link please?

[cheshire man] 18/12/2017 15:37

Lord Michael Grade and Ivan Dunleavy invest in One Media iP PLC
18th December 2017

Lord Michael Grade and Ivan Dunleavy invest in One Media iP PLC
One Media iP Group Plc is pleased to announce an equity investment totalling £375,000 gross in the Company by Lord Michael Grade and Ivan Dunleavy, and their proposed appointment as Non-executive Directors.
Lord Grade said: “I firmly believe the music industry has turned a corner – led by streaming services, which are seen as the basis of future growth by content owners. One Media is a very accomplished business with strong credentials, and we share the management team’s view of the music business’ development. I look forward to working closely with them and using my experience to add value and expedite the scale up of the business.”
“Our investment is a gesture of our firm commitment and a demonstration of our belief in One Media’s future prospects,” added Ivan Dunleavy. “We have a long-established relationship with Michael Infante and are impressed with how he has run this company and developed an excellent reputation in this industry. With music streaming set to grow, not only will this company benefit from sales of its portfolio of digital content, it is also able to provide a vital service to copyright owners through its in-house developed proprietary software, TCAT, which tracks and monitors where their music is made available for sale. We look forward to working with the One Media’s team to build on the strong foundations and advancing to the next stage of development.”
One Media is an owner and provider of digital music and video content. The Group operates in the $4.6bn global music streaming market, which Goldman Sachs analysts predict will grow to $28bn by 2030. In the UK alone, PwC estimate that digital music streaming will generate £520m this year and grow by a CAGR of approximately 22% to over £1bn by 2021, when it will account for 93% of all digital recorded music revenue. The Company has a catalogue of over 250,000 nostalgic music tracks from a range of genres from Soul to classical music and rock to pop from over the last 50 years, including artists such as Ricky Valance, Evelyn Thomas, Anita Harris, The Tremeloes, the Troggs and Marv Johnson. One Media looks to exploit its music tracks and over 10,000 hours of video by recompiling the content for sale through more than 600 digital music and video store groups worldwide such as iTunes, Spotify, Amazon and YouTube. In addition, its library of content is available for TV shows, movies, adverts and websites requiring synchronised music. One Media acquired the entire assets of Men & Motors from Granada/ITV in 2012 and now exploits the 3400 shows on YouTube and is looking to rework the format back to digital TV broadcast in the future.
Michael Infante, Chairman and Chief Executive of One Media, commented: “I am delighted to welcome Ivan Dunleavy and Lord Grade as investors into One Media. I am also excited by the wealth of experience that this will bring to the Company following their proposed appointment as non-executive directors. They have an exceptional track record, both individually and combined, with their partnership at Pinewood Studios overseeing a more-than fivefold increase in the value of that business. In 2018, both the music industry and One Media are poised to benefit from an uplift in the monetisation of content through streaming and we will also extend our reach with exciting initiatives such as TCAT. As a result, this is an opportune moment for us to appoint Ivan and Michael and to leverage their expertise.”
Proposed appointment of Directors
Following the completion of the requisite regulatory procedures, Lord Michael Grade and Ivan Dunleavy will be appointed as Non-executive Directors of the Company.
Lord Michael Grade

Lord Michael Grade has had a distinguished career as a television executive and businessman. His experience in broadcasting has encompassed leading roles at London Weekend Television, Channel 4 Television, the BBC and ITV as well as being the Chairman of Pinewood Group plc, Europe’s largest provider of stage and studio space.
Ivan Dunleavy

Ivan Dunleavy’s career in media spans more than 35 years, including 17 years as Chief Executive Officer of Pinewood Group. Prior to Pinewood, he was Chief Executive Officer of VCI plc, an audio-visual and audio publishing group.
A further announcement will be made upon completion of the requisite regulatory procedures.

[dibs61] 18/12/2017 15:30

Mr Market he like……

A big rise on small volume. As always a lack of liquidity but still….

We could reasonably be expecting perhaps some news on M&M? Is this rise purely on the back of the new NED appointments??

[yump] 18/12/2017 15:23

I suppose now we are in one of those positions where the share price had become so low that any sign of profits growth will result in that combination of any sort of higher rating multiplied by higher earnings will lead to a jump in share price; be good if it comes to pass.

Next years forecast is double+ this year's and they said on track to meet this year's. So perhaps next year's will come into focus soon.

[capt bligh] 18/12/2017 10:22

Great news chaps....

[yump] 18/12/2017 10:22

Hi GHF.

Not bothered about the dilution - the price was a slight shock, although there's a reasonable explanation. Hopefully the NED's will be active now they've got a stake. I imagine getting TCIT widely known would be a priority, as presumably OMIP have plently of existing contacts in the streaming business by now.

[dibs61] 18/12/2017 10:19

I wonder if Michael Grade will be able to help them land a broadcasting deal for M&M?

Thats assuming one isn't already in the pipeline? ;)

[glasshalfull] 18/12/2017 09:13

Morning guys

I’ve been in touch with MI this morning as reckon this is a game-changer for the company.

Yump re. 2.5p placing. I liken it to Dragons Den...when we’ve all observed the proposer accepting a greater dilution on the equity of their business versus getting a couple of dragons on board. In other words, we will all (hopefully) benefit from the experience/contacts that these 2 x heavyweight NEDs bring & id much rather have a smaller stake in a large business than OMIP trundling along for the foreseeable.

All IMHO of course.

Well done MI!

Kind regards,
GHF

[jonals] 18/12/2017 09:10

There's an FT article with a bit more info