One Media Ip Share Discussion Threads

[yump] 05/9/2023 16:04

As long as its not a begging bowl…

[clocktower] 05/9/2023 13:10

At least they had the cash available to buy in.

[harrogate] 05/9/2023 07:57

Nice to see some activity in the core business.

[clocktower] 24/8/2023 10:44

As long as they start bring in clients that are paying decent money for the service then all will be well but as you say Harrogate, more big mouthed to feed.

Positive earning results needed from TCAT to make this investable again to a lot more folks imo.

[harrogate] 24/8/2023 08:33

2 new senior appointments at TCAT. Must be on 6 figure salaries given their backgrounds. We really are going all in here on TCAT as this is a further cost that the core business will fund. The problem for us with this game of poker that OMIP are playing is that we have no idea what cards they are actually holding. As MI is a major holder we have to hope that he knows that TCAT can/will be sold at a decent price

[harrogate] 04/8/2023 07:43

Given that we are in a holding pattern with the core business, it is good to see the board reduced. I liked Alice but a decent saving if not replaced and still don't know what they all do all day.

[clocktower] 03/8/2023 12:19

Nice to see a little blue here today.

[clocktower] 04/7/2023 13:36

Bit of life in the dog all the same, maybe someone has done a big deal for TCAT services.

[volsung] 04/7/2023 09:10

Losing money while you sleep more like

[clocktower] 28/6/2023 10:09

Give TCAT a chance, it could be worth a lot more than the catalogue in time.

However like you EezyMunny, I will not be jumping back in unless it drops a bit further.

Poor returns until TCAT grows or gets sold.

[eezymunny] 28/6/2023 09:36

"AI has had much press acclaim and equally has spread elements of concern within the music industry. Our commitment to staying ahead of the curve and embodying AI in both our catalogue enhancement and TCAT detection process, as well as using the technology to improve our metadata, has enabled us to differentiate ourselves from competitors and provide our customers with cutting-edge solutions that address their evolving needs. We are already seeing positive reactions as we seek to transform its potential into shareholder value"

Suggests that TCAT has competitors.

It´s kinda interesting here. I might buy some if it gets a bit cheaper. The catalogue seems to churn out consistent cash flow.

[yump] 28/6/2023 09:20

At least some figures for TCAT.

I do wish % increases were not quoted when they are from tiny starts - although it seems to be the norm. Hopefully not an indication of maths ability from the BOD, or that they really believe its a proper measure.

I’d still like information on whether TCAT is unique or whether there are existing products in the market and what sort of amounts are being spent on AI monitoring.

O/t I also wish people didn’t keep saying that interest rates were high in the 70’s etc.

The point is they didn’t go up 100% from 8% to 16% in a year.

A percentage increase in an interest rate percentage - a sure way to confuse 95% of the population !

[harrogate] 28/6/2023 07:59

It shows the real downside of TCAT situation. Core content business had a great half year. If TCAT is offloaded at a fair price - and you hope each additional £ we are spending is adding at least 2 to the value- we will rerate based on a core business growing and making a decent cash return. Frustrating though. I still wonder what the board do all day?

[yump] 04/6/2023 20:31

It is about bloody time some numbers appeared for TCAT’s potential contract values.

Hindsight is great but looking back years, this business has shown a continual excess of words over results.

Always lots of talk about music, the market’s developments, the future of piblishing, etc etc, which I already knew and could look up if I didn’t.

TCAT was mentioned as part of the business years ago and there have never been any numbers attached. Not even a total market size for rights protection revenue.

Even the rampy businesses with no working or selling product tell you all about their market potential in £.

Are any labels paying anyone anything for using rights monitoring software ?

Perhaps its not happening anywhere. I can’t find anything on searches. In which case there might be massive potential. Who knows ?

[harrogate] 01/6/2023 07:37

Clearly the bears are winning here and I have been one of them. This is now below my average but price. But I thought the RNS was a start. We need to understand what TCAT actually is doing commercially to see if the millions we have spent is going to pay off. The content certainly isn't sliding in value. What is sliding is the value the market gives it as all the income goes to TCAT and not to shareholders. Until that changes we will be stuck.

[spindoctor111] 31/5/2023 22:08

Yes clock that is the bear case....

Personally, I value the update. I am pleased that Gareth W and colleagues are getting the tangible support (£ and good people) to accelerate the development of a worthwhile suite of products. I don't share your view that 'much of the content is sliding in value'. Certainly not in dollar terms ;.)

Of course growth may not materialise. But there's a heck of a lot of adverse news in the price.

[clocktower] 31/5/2023 10:05

All just trivial waffle from the company as there is no talk of contracts or even clients for TCAT but money is being soaked up to try to turn the fortunes of this around, as I believe much of the content the company invested in is sliding in value, hence the way the share price has gone.

I suspect they just wanted to suck in a few more investors and help support the share price

DYOR

[the shuffle man] 31/5/2023 08:43

If TCAT can gain traction i can see possibilities of a multi-bagger here with a market cap of just £11m. Looks like there should be more news soon on this.

[harrogate] 31/5/2023 07:25

Interesting RNS this morning. Great to see AI in the text. Seems like good news. If TCAT really is developing and attracting interest from record labels we really need to see the numbers for TCAT split out from the content business so we as shareholders can see what we own here.

[clocktower] 22/5/2023 09:55

The whole AI situation is a problem that will not only effect the music industry but across a whole spectrum of businesses, which may displace a number of businesses I suspect.

[the shuffle man] 12/5/2023 14:00

Anyone know if TCAT can deal with this ?

[clocktower] 18/4/2023 17:32

Decent buys today - directors or what? Expect a RNS tomorrow if it is directors buying.

[clocktower] 30/3/2023 10:06

Will other directors now be buying?