One Media Ip Share Discussion Threads

[harrogate] 11/2/2022 09:50

Of course for us significant holders this isn’t funny at all. We seem to be trapped in a twilight zone of no interest, a catalogue that is being valued at much less than half what we have to pay for content, a CEO who seems to just do and say the same stuff endlessly to various audiences who are not potential investors. And what is happening with TCAT. You have to feel that the only way out of this is a sale but can we really see the CEO giving up this comfortable position where he gets to feel he is part of the music business?

[spin doctor] 10/2/2022 10:46

Keynes: 'Infante can keep talking far longer than you can remain solvent'.

[spin doctor] 10/2/2022 10:41

Definitely causal ;.)

[tiltonboy] 10/2/2022 09:11

Every time he talks...the share price goes down!

[spin doctor] 09/2/2022 21:58

A new promotional 'chat':


CEO: 'I am a tough negotiator'; we knew that. And 'purchase multiples edging up'; we knew that too.

Positive about the market in general, and the potential for NFTS amongst other things.

[spin doctor] 31/1/2022 20:09

Further increment of the OMIP offer:


CEO still sounding chipper:

[spin doctor] 18/1/2022 11:01

The lower the share price the greater the value :.) We'll see.

[harrogate] 18/1/2022 09:04

It seems the more he talks the lower the share price goes. This share has become a massive value trap I am afraid and I think TCAT is our only out. Let's hope the news is positive.

[spin doctor] 17/1/2022 21:01

The CEO has been busy. Interviews on radios Jersey, Solent, Humberside and LBC.


Sounds chipper.

[spin doctor] 13/1/2022 11:56

7.2p to buy. Difficult for me to believe that's not good longterm value, but delusional beliefs are pretty common ;.)

[spin doctor] 13/1/2022 11:53

I will survive.

[spin doctor] 11/1/2022 20:25

Good luck with that yump. I just get a resigned 'what IS he doing now?' look.

Re: the TCAT Tweet, it's a tease. Means something but who knows what.

What is public is that fundraising is active now. And IMV their CTO Gareth Waller is highly capable, and operating within a lively Northern Ireland tech and fintech ecosystem. It wouldn't surprise me if there had been a further insight/software development that maintains or extends their lead vs competitors. Or maybe not. 2022 is make or break year for TCAT; there is a need to rapidly scale team, capability and of course revenue. Of course OMIP will remain viable and cash generative whatever happens to TCAT, but spinning it out would radically improve cashflow, market perception and sum of the parts valuation.

[yump] 11/1/2022 17:22

A nanocap in stealth mode - great description ! That's what I'll use to explain it to my wife and see if I can get away with it.

[the shuffle man] 11/1/2022 17:19

Are we about to see great things from TCAT

[spin doctor] 05/1/2022 20:14

H - OMIP will not raise more equity funds at a discount; neither the CEO or the recent insti investors (or us) would be happy with that. Further equity raise would have to see the share price shift first. I think '22 has the ingredients for that shift.

I don't think any of us would be here if we thought the market was pricing OMIP rationally. (Arguably) it has drifted way below fair value due substantially to its nanocap status and at times appearing to be in stealth mode.

2022 could/should see
- TCAT fundraise
...(a) substantially reducing/eliminating OMIP's ongoing TCAT spend and therefore substantially enhancing free cashflow
...(b) external validation of TCAT's value as post-revenue media SaaS, with OMIP retaining a substantial minority stake.
- further selective asset purchases at PE of say 10-12
- full year effect of last year's asset purchases
- perhaps even a minor boost from weakening of UKP:USD

I suspect one or two little surprises too.

[harrogate] 05/1/2022 10:46

Hi guys. If you want anyone to actually read these PR announcements you need to post them on the main bulletin board for OMIP

[harrogate] 05/1/2022 10:44

Thanks Doc. That is the conundrum in a nutshell. We are having to pay 11x to buy rights and as soon as we do the market values them along with our existing rights at closer to 5 x. So the more we buy the greater dilution we see. If we are paying 11 x surely we have to raise any new money at that value which would be over 15p or the whole thing is crazy. Maybe any TCAT announcement will push up over 10p as a first step.

[spin doctor] 05/1/2022 09:55

Few more tweets from CEO, MI.

MI discussed recent deals and rights revenues in general with Eddy Mair (now of LBC) - the 5 minute interview is at

From 2 hrs 55'

Multiples of 8 to 12 mentioned again. If we're lucky!

[spin doctor] 04/1/2022 13:39

Yep it's happening. Clear intent throughout 2021 for TCAT to become independent of OMIP, with OMIP retaining a large but minority stake.

EIS approval gained. Fundraising active now, with CEO stating in recent video to expect update in early 22. You can see why OMIP would be attractive to EIS/VCT portfolio managers.

[yump] 02/1/2022 23:51

Sounds like it - I guess we’ll find out soon enough.

It might benefit from floating off - it would be a clearer strategy then - seeing as OMIP is a mini-SONG.

An independent tech service business seems more logical and might open up a larger market.

[spin doctor] 02/1/2022 21:47

TCAT's on the pad and getting fueled up, ain't it?

[yump] 02/1/2022 12:23

Lets hope its not the normal media 'positivity' talk. That's a pattern - the media lot always put a positive spin on even the smallest of developments.