One Media Ip Share Discussion Threads

[lagansider] 18/1/2021 08:48

This deal might well Relight My Fire of enthusiasm for OMIP....

[yump] 18/1/2021 08:27

I did suspect that this was the case: sad on the one hand though: "Given the current global crisis and corresponding impact on the live music sector, we have found an increasing number of artists are evaluating alternative income opportunities and are looking favourably upon our initiative"

Probably doesn't apply to Take That unless they've blown the money.

[yump] 18/1/2021 08:24

That's great news despite the puns ;-)

[clocktower] 18/1/2021 08:09

This was worth the short wait Yump. 10p maybe

[michaelmouse] 18/1/2021 07:48

Alongside the Take That deal, I see that Claire Blunt has secured a prestigious appointment:-

"One Media Chairman appointed as Chief Advertising Officer and CEO International at the Guardian Media Group"

[michaelmouse] 18/1/2021 07:44

I guessed it was now time for me to give up, but I think OMIP is back for good?

Anymore?

[nextlink] 17/1/2021 19:25

Your not the only one and you have enlightened me.
Looking at my investments I have two Red Flags and four Blanks.

[yump] 17/1/2021 18:52

Wow, I've been on ADVFN for years and I've only just noticed the symbols next to each company's name at the start of every thread.

Some sort of ADVFN algorithmic assessment of the business.
hahahahahaha

We have a red flag !!!
"This company has not met ADVFN's basic benchmark."

Of course no link to what the benchmarks are. Companies are assessed once a year, but you can pay £600 to have an 'expedited assessment', by a mysterious algorithm.

Given what I know about ADVFN, that seems to me to be a massive buy signal
;-)

ASOS: "This company has not passed ADVFN's basic benchmark."

Malgorithm more like.

[michaelmouse] 17/1/2021 18:41

Yes the Mail suggests that OMIP has "just acquired royalties for a clutch of early Take That songs from DJ and producer Ian Levine"

RNS tomorrow morning to confirm?

[nextlink] 17/1/2021 15:48

It just gets better.

[the shuffle man] 17/1/2021 15:07

Mention in mail on Sunday. Thinks we have got the rights to early take that songs.

[nextlink] 17/1/2021 13:43

Michael Infante has been in this industry for over 30 years.
He has never had the funds to buy major Artists music rights.
In consequence he has had to buy carefully and has not,I believe, overpaid.

Looking at Hipgnosis in particular.
They only appeared in July 2018 with Merck Mercuriadis as their
music expert, clearly a talented and able individual.

Given the business model.
Large Capital Investment to acquire Music Rights and a long
period to recover that expenditure and later hopefully profit
from it.

OMIP results are in around 10 weeks and Hipgnosis probably early July.

OMIP - Low Market Cap, over £6 million in cash - exciting possiblities
with TCAT

SONG - High Market Cap - 100X OMIP, Heavy Debt, as at 6th January 2021
The Company has entered into an agreement with a syndicated group of lenders, with JPMorgan Chase Bank as Lead Arranger, to increase its Revolving Credit Facility from $400 million to $600 million. The Company may request an increase in the Revolving Credit Facility commitment by a further $150 million subject to certain conditions.


I cannot help but think that Hipgnosis will be seen to have overpaid.
That will only be confirmed when we have a few years future results.

[yump] 17/1/2021 11:28

I guess OMIP are best for the moment just doing the part rights interests on a smaller scale.

Curious to see what's going to happen with TCAT.

[nextlink] 17/1/2021 11:26

Its a theory.
They would have to increase their Market Cap
at a phenomenal rate, Song alone has 100 times their value.
Looking at a recent transactions
It was revealed earlier this month that Young had relinquished half the copyright and income interests to 1,180 of his songs to the Hipgnosis Songs Fund in a deal that reportedly earned him $150 million.

Personally I would like them to continue picking up niche rights and
see how TCAT evolves.

We could see a significant uplift in value and in time a tempting target for
bigger players.

[yump] 17/1/2021 11:07

I think its possible that with improving results and a significantly higher share price, that OMIP might raise, in order to buy more rights, which would increase the number of shares and make it more likely this would attract funds.

If they've established a business model that works, it wouldn't be like a normal dilution that is complained about, because the future results would be pretty much known in advance.

Although they've still got £6mln to spend.

[csmwssk12hu] 17/1/2021 00:11

Clock I agree these have huge potential, ironically ZAIM broke out Friday aswell, reading earlier a piece about buying up beaten up small stocks think it was Invesco, quite a few companies moved Thursday and Friday that previously hadn’t moved much but had good updates, if some big players are starting to buy into a range of small stocks they could move swiftly

[spin doctor] 15/1/2021 15:13

I have just taken somemore. Highly asymmetric risk reward. Not difficult to acquire a nontrivial % of the equity. So small however, that one can see why instis would not be that interested, for the moment... .

[yump] 15/1/2021 13:10

Interesting. I wonder what sort of valuations and multiples are being put on the rights.

Good that OMIP don't appear to have just piled into anything and at least state their aim of buying at reasonable multiples. Valuations have been rising for a few years I think, but I'd be surprised if that applies to the less famous artists.

[clocktower] 15/1/2021 11:32

Having a huge catalogue is a big positive as the chances are that you will find some tunes keep ringing the tills.

I noticed the following just today:

[yump] 15/1/2021 11:11

This reminds me of someone when we were rallying who used to rally a custom made Peugeot Cosworth. He had his own team of engineers and an entire dedicated workshop in a barn.

Turned out he was a potato farmer.

OMIP might build a massive catalogue of music that nobody here has ever heard of, but that should be a big benefit, as long as the audiences are long term.

[yump] 15/1/2021 11:05

Its a tricky balance between thinking you've found a gem that's unnoticed and the reality that some gems will just go unnoticed for a long time. It all requires a bit of 'celebrity-ness'. Now if OMIP bought 1 track from a current pop sensation as part of their new strategy of buying part rights to catalogues...

although problem with that is that music will not have a long shelf life for earning streaming royalties.

[clocktower] 15/1/2021 10:37

csm, Z "AIM" says it all - all those options and Russia.

This however is a steel with a solid performance and great outlook.

[harrogate] 15/1/2021 10:12

Patience ? LOL. I bought my first tranche of OMIP in 2011