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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 Shares Traded Last Trade
  0.25 3.12% 8.25 39,346 12:44:41
Bid Price Offer Price High Price Low Price Open Price
8.00 8.50 8.25 8.00 8.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 4.01 0.73 0.42 19.6 18
Last Trade Time Trade Type Trade Size Trade Price Currency
14:56:12 O 23,529 8.50 GBX

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DateSubject
25/7/2021
09:20
One Media Ip Daily Update: One Media Ip Group Plc is listed in the Media sector of the London Stock Exchange with ticker OMIP. The last closing price for One Media Ip was 8p.
One Media Ip Group Plc has a 4 week average price of 7.75p and a 12 week average price of 7.13p.
The 1 year high share price is 9.25p while the 1 year low share price is currently 5.53p.
There are currently 222,446,249 shares in issue and the average daily traded volume is 380,545 shares. The market capitalisation of One Media Ip Group Plc is £18,351,815.54.
20/7/2021
11:29
melody9999: I also note: "During the period, the Company has not issued new shares as consideration for acquisitions and has used existing cash resources as consideration. Cash balances at 30 April 2021 were £6,373,525 (30 April 2020: £1,076,134)." With £5.6M proceeds from placing in Aug 20 - but £4M now used for acquisitions, seems to me OMIP have generated cash of 6.3 - 1 - 1.6 = c £3.7M in last 12 months.
20/7/2021
10:43
melody9999: Just reading the Chairman's comments, I note the results reflect acquisitions made but not any contribution to performance "The Group delivered pleasing results in H1 2021 and has continued to execute its strategic plans in that period with further acquisitions enhancing the value of its existing catalogue. The six acquisitions made so far this year are delivering a blended NPS (Net Publisher Share) multiple of 11.73 and deploying circa £4m of the Company's cash resource to date. Due to the timing of these acquisitions, they have not contributed to the H1 2021 results yet but will do so in the coming financial periods." and the outlook: "The Group is confident that with its scalable business model, its track record of acquiring assets with recurring revenue streams it will continue to capitalise on the growth of global streaming and deliver increasing shareholder value." My sense is that OMIP is quite conservatively run - reflected in the style of the report - but that it is in a good place and industry.... so I am happy to continue to hold.
20/7/2021
09:15
melody9999: Cenkos note out: Applying a conservative 8x Net Publisher Share (NPS) multiple to OMiP’s FY21E royalty income would imply a share price of 12.9p (45% upside). We reaffirm our Buy rating.
20/7/2021
08:29
harrogate: I thought it was a bit lacklustre in fact. While the currency impact was a one off and expected we have still gone backwards in earnings. We are valued at about 6 times our NPS so raising money at this price to buy content at 12 times sounds like value destruction for shareholders. TCAT better be good or we are really going to struggle to get the share price moving north on this strategy. I am a very long term holder but can't see the catalyst for progress without TCAT
06/7/2021
21:31
babscabs: Good points . TCAT is certainly a very exciting part of one media and seemingly with scale , so lets hope either some value is realised or some long term value improved . Be nice to know exactly what is going on but maybe its a good time to buy before some announcement , its hard to see how it can be a negative effect on share price which is already stocking value IMHO .
06/7/2021
19:46
harrogate: For TCAT to work it will have to be independent of OMIP otherwise how Will other content owners trust it and use the systems. OMIP is a content owner and will use TCAT I am sure for free on some way once separate. We currently own all TCAT but if it raises say £1m at a value of £5m that shows the value of TCAT which to me is totally hidden inside OMIP I am not sure exactly how they would do it but we could be given free TCAT shares as it raises money and then we own 2 separate entities.
05/7/2021
07:33
harrogate: Interesting news about TCAT. We should finally see what this is all about and what it might be worth as a separate entity outside of OMIP core business. If this really is a major anti piracy tool that can create growing SaaS revenues it could be worth a substantial percentage of the current share price. For me this is the big opportunity to have a step change in the share price.
22/6/2021
08:00
cheshire man: One Media iP Group Plc Acquisition of Rights 22/06/2021 7:00am UK Regulatory (RNS & others) TIDMOMIP One Media iP Group Plc ("One Media" or the "Company") Acquisition of Rights One Media iP Group Plc (AIM: OMIP), the digital music rights acquirer, publisher and distributor, is pleased to announce that it has acquired the producer royalties to three Heatwave's albums produced by the legendary record producer Barry Blue: 'Too Hot To Handle' (1976), 'Central Heating' (1978) and 'Current' (1982) ("Acquisition").
01/4/2021
20:56
spin doctor: Worth registering at Cenkos and downloading the updated OMIP note. https://www.cenkos.com/research-portal#/portal/cenkos-securities With what are IMV conservative assumptions on revenue and EBITDA growth, and at a highly conservative multiple of earnings, the current share price is highly attractive.
28/4/2019
08:28
glasshalfull: Good morning guys, I’m currently compiling a write-up on the constituents in my portfolio. I’ve enclosed a link to my post on Twitter as unable to copy over the table. HTTPS://twitter.com/glasshalfull1/status/1122397396716093440?s=12 I’d also like to draw your attention to the presentation that OMIP have put up on their web site. I enjoyed a call with the Chairman & CEO recently. Both were comfortable with the pipeline of acquisitions. They reiterated that each catalogue & potential acquisition different & that it’s up to OMIP to exploit each by sweating the assets. HTTP://www.newomip.bitnamiapp.com/wp-content/uploads/2019/04/190418-One-Media-iP-Company-Information.pdf (2) OMIP (One Media iP) - War Chest for acquisitions * Share Price 5.5p * M/Cap £7.5m * Enterprise Value £3.5m (£4m NET CASH on the balance sheet) * Shares in Issue 135.6m * Stock Rank (Contrarian) 51 (Quality 83 / Value 71 / Momentum 2) Michael Infante, CEO had the foresight in the early 2000's to recognise that digital media was the new growth area as CD sales plateaued. He positioned the company to take advantage to these shifting trends in consumer behaviour during the next decade. They grew earnings considerably between 2009 - 2014 via digital downloads after amassing a catalogue of over 250,000 music tracks. I was fortunate to enjoy the ride & the share price rose from 1.5p to 20p in this timeframe, a 13x bagger, BUT the market changed once more & the download market fell off a cliff with the the new streaming model unable to pick up the slack until 2017-18 when an inflexion point was reached. The share price consequently retraced to the current 5.5p level. During this rollercoaster ride OMIP have remained profitable & retained a net cash position throughout. In FY18 Michael Infante implemented the next planned phase of growth through the heavyweight appointments of Lord Michael Grade & Ivan Dunleavy (former CEO of Pinewood Studios) & through a mixture of loan notes & equity raised £8.9m gross proceeds at 6p in Sept 18 to embark on the acquisition of music publishing rights, artist recordings and songwriters’ rights. FY18 results were released earlier this month & confirmed that OMIP increased op profit +94% to £639k & finished the period with £4m net cash...so they are only on an EV of £3.5m with a WAR CHEST for acquisitions. IMHO the market are attributing negligible value to their content library iP which they’ve spent £6.2m to date. They also have the £4m net cash plus a few other growth opportunities. So we have: - * Music Catalogue of +250,000 tracks including “Points Classic” catalogue (acquired for $1.6m in 2014) of 5,000 classical recordings which allows synchronisation deals with film, tv & advert productions * Video catalogue of 10,000 hours content & 20 YouTube channels to monetise * Content Policing Software - Technical Copyright Analysis Tool (“TCAT") - which has now been taken up by 2 x of the major record labels to utilise the product as SaaS. This is a tool for "content policing", protecting ownership rights across the multiple digital platforms & I envisage they’ll look to expand this into other markets * Men & Motors - OMIP own this property which provided 43 million minutes of viewing in 2018 & has over 114k subscribers Brokers Panmure have reinstated coverage with a 10p price target or +82% upside on the current share price. Panmure rebased their previous EPS targets on the back of the Sept 2018 placing as OMIP are only now starting to deploy proceeds, spending a total of $1.6m combined so far on a Spanish record label which is strong in Latin American territories & an American country music songwriters composition catalogue. The forecasts below therefore have plenty opportunity for upgrades as they deploy the monies raised, while they also have a further £4.1m of unused BGF facilities to deploy. Yr end Oct Revenue Adj PBT Dil EPS 2017 £2.34m £298k 0.35p 2018 £2.7m £487k (+63%) 0.4p (+14%) 2019e £3.2m £600k (+23%) 0.3p (Analyst current low ball EPS forecast as company still to deploy most of placing monies & sitting on £4m net cash) 2020e £3.7m £900k (+50%) 0.4p (+33%) 2021e £4.1m £1.1m (+22%) 0.5p (+25%) OMIP are now benefitting from the growth in music streaming across the globe & I believe that once they have deployed the £7.6m cash at their disposal we will observe operational gearing kicking in. Simply put, the business model provides good visibility on revenues as they collect a small % every time one of their songs is streamed & further acquisitions should provide the opportunity for material upgrades in the PBT & EPS forecasts once the cash is deployed. Therefore the risk/ reward proposition is skewed to the upside in my opinion. The share price soared once before ... & I reckon there are a number of drivers to give it a good kick forward 👟⚽A039; once again! Kind regards, GHF
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