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Share Name Share Symbol Market Type Share ISIN Share Description
One Media Ip Group Plc LSE:OMIP London Ordinary Share GB00B1DRDZ07 ORD 0.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 7.20 6.90 7.50 7.20 7.20 7.20 0.00 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 3.5 0.5 0.3 21.2 10

One Media Ip Share Discussion Threads

Showing 826 to 847 of 950 messages
Chat Pages: 38  37  36  35  34  33  32  31  30  29  28  27  Older
DateSubjectAuthorDiscuss
25/2/2019
19:47
Indeed. So used to nothing happening that missed the deal. Good to see them kicking in and I agree that this global angle might well provide a better return and maybe less competition. This is another one where patience is required until a few deals in place and some broker update that shows what they might produce. Thanks for pointing it out GHF
harrogate
22/2/2019
10:43
Hard to see why it will move until we see a deal and get a feel for how that money is going to be spent and how the economics actually work on that. But it does seem a little low and I will keep buying if it slips lower again - could buy sub 5p before Xmas
harrogate
22/2/2019
10:37
Good research on here too Chesh. It was understandably the Autumn placing (whopping discount) that peed people off then the October sell off came and it hasn't really recovered, unloved and under the radar.
paleje
22/2/2019
08:37
Thanks for the link,,,,,,,reads very positive to me :-)
cheshire man
22/2/2019
08:11
Tipped yesterday as a buy ahead of results next month https://masterinvestor.co.uk/equities/one-media-ip-group-deserves-a-fair-hearing/
paleje
24/1/2019
12:59
Yump - No, I’ve not modelled any specific calcs following the raise but your figures look correct on a cursory glance. I agree with you in that the company will hopefully pick up publishing catalogues at x8-10 multiple. I’m hopeful that the time taken to conclude any deals is reflective of the fact that OMIP won’t overpay. The other thing to consider is that publishing catalogues are forecast to rise in the coming years...so if they purchase sensibly OMIP could be left with an appreciating asset if multiples were indeed to rise. The opposite is equally true, so important they obtain royalties at the right price. Kind regards, GHF
glasshalfull
24/1/2019
12:42
GHF Have you done any calcs. on likely return per £1mln spend on royalties ? I had a go at some sort of arbitrage calc. but not sure of my logic. Was basically taking an assumed multiple for the purchase, then deducting the annual interest on the spend to get some sort of return. Of course with the shares, there's no interest, but an increase in number issued. So with some easy figures: Say £1mln buys £100,000 annual royalties ie. multiple of 10. Interest on £1mln loan at 7% is £70,000. So return is £30,000 per £1mln spend. That's 0.02p per share based on 135mln shares in issue. I'm assuming OMIP have gone for a higher proportion of loan than equity because if they have good cash flows and rapidly increasing profits, servicing the debt is (probably) cheaper than diluting shareholdings, especially as raising £1mln probably costs way more than £70,000, although a one-off. So if existing earnings are 1p and they spend £5mln on royalties, earnings will increase annually by 0.1p ie. 10%. That changes drastically if they buy royalties on a lower multiple and/or increase the return on the royalties by streaming. So if they bought on a multiple of 8, they'd get £125,000 of royalties and say increased that by 20% with streaming, that would be £150,000, leaving £80,000 after the interest is taken off. Which would be about 2.5x the earnings ie. 25% earnings increase ! Is that all right... help !
yump
24/1/2019
10:19
Well I doubt the advance would have been given if there wasn't anticipation of increased demand by the distributor.
yump
24/1/2019
08:48
Thanks GHF - " and we hope you double your money" - so do I !!
harrogate
24/1/2019
08:46
One Media IP Group (LSE: OMIP) 5p (4.8p -5.4p) Mkt Cap: £7m Next Results: Finals March One Media P Group plc has around £8m available to pursue an acquisition strategy. The plan is to acquire publishing rights which can generate a robust earnings stream, from the expanding digital music and video streaming market. In December 2017 two heavyweight company directors; Lord Michael Grade and Ivan Dunleavy joined the board and in August 2018 raised £8m, comprising £2m in shares at 6p and a £6m loan facility from the BGF (British Growth Fund). Ivan Dunleavy is 58 and has been operating in the media industry for more than 35 years, including 17 years as CEO of Pinewood, Europe’s largest provider of stage and studio space, which he and Lord Grade acquired from Rank in 2000 for £62m. Lord Grade of Yarmouth, aged 75, has a distinguished career as a television executive, businessman and Director of Charlton Athletic FC. OMIP distribute high margin streaming music through over 600 digital stores, as well as through dominant content distributors such as Spotify, Amazon, Deezer and Apple. These big sites prefer to deal with fewer and more diligent suppliers such as OMIP, which is driving consolidation. OMIP have also developed a high quality and robust IT platform and process for content discovery and a new policing software service ‘Technical Copyright Analysis Tool’ (TCAT) for record companies, publishers and law firms searching information of artist and tracks on legitimate digital stores. This can be used to maximise the return from acquired rights The interims to April reported a 43% increase in PBT to £213k on a mere 5.1% increase in turnover to £1.02m as streaming is higher margin. The directors have confirmed that momentum will have been maintained in the Finals to 31 October 2018, which are due to be reported in March. They recently announced the receipt of a signed contract to recoupable advance against future digital earnings in the amount of US$1m. In the meantime, the team are seeking an earnings-enhancing acquisition. Buy at below the placing price and we hope you double your money! By Andrew Hore & Jon Levinson HTTPS://www.share-talk.com/ten-opportunities-2-double-in-2019-second-two-recommendations/?utm_source=twitter&utm_medium=social&utm_campaign=SocialWarfare
glasshalfull
23/1/2019
13:28
Afternoon folks, Appears to me that this is v similar to the Orchard (now Sony) advance that OMIP received in 2014 for $2m. Basically cash up front for services. What’s not to like? I understand that confidentiality is important in such deals as they are operating in a competitive space & I’d envisage the door may close moving forward if they were to disclose certain aspects. That’s the benefit of a private competitor vs a public company as they are not subject to such disclosures. This money simply adds to the net cash position of c.£4m. IMHO an EV of £2.5m is simply peanuts when you consider the iP & recurring revenue model (streaming revenues) they have. Kind regards GHF
glasshalfull
23/1/2019
13:17
So you guys were correct. It was simply a cash advance from a distributor, prob Orchard, so it was NOT a new contract. Poor show and no wonder it got such a limp response from the market as they simply needed WC.
dibs61
21/1/2019
12:56
Thanks. I guess we might find out in due course - if Orchard is well known, then not sure why this RNS is so bare, so I'd guess at something new.
yump
21/1/2019
09:56
What dates are you talking about for previous advances - only this is the first one announced that I've seen ? Presumably its a different publisher - perhaps that's why its announced.
yump
21/1/2019
09:23
Yes I think this is just a poorly worded RNS that is about an advance from Orchard - as you say not large by previous advances and the use of the word contract seems misleading for something that is probably in the normal course of their business. More cash though - but they are not short of fire power just short of deals!
harrogate
21/1/2019
09:08
I don't see it as that large, for years we've received advanced payments from the orchard for similar figures and higher.My point was just that its not so much as a contract win, more just advanced royalty payments. Still good news.And also, on the other front, still here anticipating progress on the tcat, which could be lucrative.
apfindley
21/1/2019
07:18
Good news. But in a way its being allowed to spend tomorrow's money today.
apfindley
10/1/2019
15:35
Hi GHF Haven't got anywhere near your level of investment but did get a fair few while it was really in the doldrums. Hopefully they might be able to get rights on low multiples and if we know who owned the rights, it might be possible to figure out the multiple from one of the royalty sales sites, even if OMIP don't publish it. I think MI did at some point mention exploitation of tracks/soundtracks within the movie industry. I noted that is an active part of Hypgnosis strategy and wonder if OMIP now have enough contacts for it to have an outside chance of a windfall at some point in the next few years. Although chances of an OMIP owned track coinciding with the brief for a movie are pretty small, but at least I think OMIP are in the right era for potential movie soundtracks - there seem to be a lot of 'retro' tracks in movies. Just musing there a bit ! PS Yes, the dilution would still leave a very low rating on 900K.
yump
10/1/2019
12:50
Afternoon yump Prompted to log in having received an email alert to a post on the OMIP thread. An unusual occurrence. Many thanks for the link. Share price down (-50%) since the end August 2018. Gone from 10p level to 5p today...with the 6p placing responsible for a (-40%) retrace, with macro events, lack of newsflow & illiquidity in the market during December responsible from the most recent fall from the 6p area to 5p. I had a short call with MI at the turn of the year. Like yourself I expected they probably had deals lined up following the September raise, & in light of the team attending to brief investors at Mello London. Anyway, I was reassured that MI & team have not felt the need to go after any deal simply to have something newsworthy. A deal for deals sake! He also understood the frustration investors have as essentially save for a short but positive trading statement there has been radio silence for the last few months. AIU they have made approaches to acquire but he stressed they will not pay over the odds. I’ve spoken with MI for neigh on 9 years & he always stressed paying a fair price throughout...and I don’t contend it will be any different this time. He also mentioned that they are working on other projects & expects there to be a ramp up in newsflow in 2019. When I last looked the m/cap was c.£6.5m & I envisage they’ll have c.£4m net cash...so existing business valued at peanuts (EV £2.5m) despite back on a growth trajectory & delivering positive cashflow as the growth in music streaming will have benefitted their library of > 250,000 tracks. They indicated positive trading which was in-line. This should equate to delivery of £600k PBT for year ended Oct 2018 before costs of the placing. Also worth reiterating that Panmure previously had £900k pencilled in for 2019 prior to the September fundraise. I’ve picked up stock between 4.1p-5.5p in recent months...not all the reported trades are sales & often stock available at the bid price. In summary, I don’t believe MI would have made a play for the big-time & diluted himself significantly from 50% a few years ago to c.20% unless confident in the opportunity. I originally invested here when the shares were 1p on PLUS markets & they rose to the heady heights of 20p shortly after the move to AIM. Yes, last few years have been v difficult with the tap to the download market turned off overnight BUT the continued growth of streaming, development of TCAT & with considerable cash in the bank & available to draw down, will hopefully find OMIP developing annuity style revenues via acquisitions in the composer/ music publishing market to augment the performance rights they currently have. We’ll all be in a better position to assess the strategy when they announce the first acquisition(s). As for timeframe, well I’d hope to hear some news prior to results in March. Disclosure As usual, talking my own book. I own >1% equity Kind regards, GHF
glasshalfull
10/1/2019
07:45
Hmmm. Thought that RNS might be something, but 3 months since the fundraising and nothing. Given that the fundraising cannot have been on the spur of the moment and that they must have been eyeing up a few possible rights purchases, otherwise they wouldn't have done the fundraising, its a pretty poor show. I suspect they are going to pay over the odds for rights and as a result the arbitrage opportunity is not that exciting. Having a load of 'heavyweight' people on board doesn't necessarily mean that their timing will be good - they may have just got carried away by the same enthusiasm that pi's get when everyone is interested in a particular market and buys near the top. eg. housing. Getting very tired of having to put away AIM shares for a long time after they turn out to be nothing to shout about. I suppose will just have to wait to see if streaming turns out to be a money spinner. Pure gamble on the likelihood of music market growth + streaming adding up to something. In theory that combination looks promising. Perhaps TCAT will be a 'must-have' and generate shedloads. Or perhaps the number of words in the RNS's is inversely proportional to the likely success. That seems to be a common trait of many AIM shares.
yump
20/12/2018
23:34
Well I know what the cynic in me thinks, but perhaps that's the result of meeting several 'whistleblowers' from amongst the great and the not-so-good from the City over the years (not to do with OMIP specifically though).
yump
20/12/2018
14:04
SPREADEX taken a stake here - just over 3% - 1% of which is a CFD. Surely they are not betting on the shares going lower from here?? Any why are they even bothering with OMIP in the first place, such an illiquid stock. Although I suppose the stake is taken on behalf of clients?
dibs61
Chat Pages: 38  37  36  35  34  33  32  31  30  29  28  27  Older
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