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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
  0.00 0.0% 7.90 8,246 08:00:27
Bid Price Offer Price High Price Low Price Open Price
7.50 8.30 8.30 7.90 7.90
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 4.01 0.73 0.42 18.8 18
Last Trade Time Trade Type Trade Size Trade Price Currency
16:22:13 O 5,000 7.63 GBX

One Media Ip (OMIP) Latest News (1)

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DateSubject
17/4/2021
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 7.90p.
One Media Ip Group Plc has a 4 week average price of 6.98p and a 12 week average price of 6.63p.
The 1 year high share price is 8.50p 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 547,184 shares. The market capitalisation of One Media Ip Group Plc is £17,573,253.67.
14/4/2021
19:35
spin doctor: Yes Yump. I don't see any media froth that would have prompted very short term trades. Nor however do I see any trades of a scale suggesting Institutional buying. The OMIP team have however been speaking to instis and PIs over the last week. Has anyone downloaded the latest Cenkos note? Free to access after registration at https://www.research-tree.com/ SONG value their catalogue through a dcf model. Apply that, or an earnings multiple approach (as Cenkos have done) to the OMIP assets, and you get to a fair value per share of 17.6p with a multiple of 10x. And that's without deployment of the £5M or so cash.
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.
22/3/2021
09:19
spin doctor: Results imminent. Whilst waiting, FWIW I note that OMIP is included in the (short...) list of companies meeting Joel Greenblatt's 'magic formula'. https://www.research-tree.com/screen/joel-greenblatt-s-magic-formula-style But heck, we knew OMIP is cheap on historic criteria. Results have largely been flagged in the trading update. It will obv be interesting to see how deployment of last year's cash inflow is going. Perhaps slowly - my sense is that this team will not overpay for 'in perpetuity' cash streams.
22/2/2021
11:25
spin doctor: Yet another example of how streaming is entering the financial mainstream: https://www.telegraph.co.uk/business/2021/02/21/bmg-boss-artists-need-smart-not-sign-stupid-deals/ And OMIP offers a smart solution. OMIP, as a nano-cap, is clearly off the radar for the moment. But results and news to come as the cash is deployed.
31/1/2021
21:22
spin doctor: Yes we will. http://omip.co.uk/investor-relations/share-information/ Market Cap £15M. 40% not in public hands. The remainder generally with long-term holders. Effective free float is tiny. When the share price moves it will shift.., I think recent selling is bored PIs. The larger holders would not have had to sell much (1% = £160k value) to have triggered an announcement, and given the recent flurries of interest they would not have had difficulty selling if they wanted to. Recent investments by decent EIS and VCT funds are reassuring.
31/1/2021
15:54
yump: I try not to get too excited, but the noises from OMIP and the Take That purchase, make me think it might be like a very small version of SONG, except OMIP has an additional strategy of adding value to the rights, because of enhanced tracking. So maybe in a few years, we will be getting generous dividends, plus capital growth as a result of OMIP actually increasing the value of the rights. That would be evident from increasing returns.
17/1/2021
13:43
nextlink: 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.
17/1/2021
11:07
yump: 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.
06/1/2021
21:11
the shuffle man: From the OMIP Facebook pageWelcome to 2021 peeps - A lot is cooking as we have not just been eating figgy pudding over the lamest Xmas ever!Today saw a nice circa 7% bounce in our share price - and in the immortal words of Dwayne Johnson "can you smell what the Rock is cooking" Happy New Year
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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