Rhythmone Share Discussion Threads

[geheimnis2] 21/4/2018 15:01

Lol...

Multibaggers again

Rinse and repeat...

[digitalis] 21/4/2018 14:57

Agree midasx....rinse and repeat 2010......

[lance corporal winstanley ash] 21/4/2018 14:30

The broker consensus estimates for full year 2018 are 263 rev and 14.8m ebitda adj. I'd say they were pretty accurate.

[dealy] 21/4/2018 14:03

Midas, what is your estimate for say 2020 revenue and profit?

[midasx] 21/4/2018 13:43

This reminds me of Blinkx in 2010 or 2012, only this time RTHM are whiter than white and the future growth prospects are much better.

A great opportunity to add at 21p, quite unbelievable!

[gowlane] 21/4/2018 13:21

Well we rubbished the F-4 projections and broker forecasts. Now, after the TU, and with the benefit of hindsight, were we correct? What is the VERDICT on our assessment: TRUE or FALSE?

A reasonable estimate is that 1R should do $115m, Perk $60m, and Rad-1 no more than say $80m in 2018-19 revenues. YuMe might do $160m despite RhythmMax filters being applied for the first time.

That is a grand total of $415m, or $72m less than the Numis projection of $487m revenue for FY19.

No need to spell out that projected EBITDA will be hit hard as well.

Clearly they need a big acquisition to have a chance of making guidance, but can they afford to buy a profitable one? Even if it is just profitable at EBITDA level and really loss making.

VERDICT: TRUE.

Barring miracles or acquisitions a huge revenue shortfall against guidance for FY19 looks inevitable on current performance. No bottom line net profit in sight here in FY19, in my humble opinion.

[sikhthetech] 21/4/2018 12:48

So much for brand safety certification... ;-)





Google's YouTube in Hot Water Again Over Ads on Inappropriate Content


Newly-discovered incidences of ads showing up next to offensive content don't bode well for marketers' confidence in the platform.







They also have Brand Safety certification....



YOUTUBE achieves JICWEBS certification for Brand Safety...

[andydangerous] 21/4/2018 12:27

This reminds me of IQE in July 2016 now.

[geheimnis2] 21/4/2018 11:15

Thought you had me filtered, jonthec?

Peekaboo!

Gotcha!

🤣🤣🤣🤣9315;

[geheimnis2] 21/4/2018 08:51

Do the scaffolders have an updated price target, Barky?

[lance corporal winstanley ash] 21/4/2018 06:57

Some huge trades went through

[jarvis4] 20/4/2018 21:16

Interesting number of late reported trades. Explains the share price bobbing around for most of the day.

[digitalis] 20/4/2018 20:16

Have a good weekend guys.....we are on the up&up now.....

[wheeze] 20/4/2018 16:15

Allow me to make the observation that the amount of adverse comment re R1 in the past 24 hours has been truly amazing. One wonders how many posts would have been generated had the trading update been poor. The sheer talent of many to make a silk purse appear to be a pigs ear, is nothing short of remarkable. I am at a loss for words. Meanwhile the embattled R1 continues to make a slow crawl up. Hoping that my break even point is reached next week, after which I can breathe a sigh of relief. For those with higher averages - hang in there. Your time will come.Have a good weekend all and I do mean all ! The suns out and this is not a time for negativity.

[jonc] 20/4/2018 15:38

It seems clear that rather than turning lead into gold R1 do the opposite.

Have any of the acquisitions maintained or grown turnover

[sikhthetech] 20/4/2018 15:31

ff,

revenue growth????



They have compared fy2017, continuing operations figure with their fy2018 one....

13% programmtic growth...

"Growth was led primarily by on-platform programmatic revenue growth, which saw an increase of approximately 13% year-on-year."






If the forecasts are to be believed, the 2 acquisitions, Rad1 & Yume account for approx $75m of the 'revenue growth'..



Just like previous years, the results will provide a clear picture..



Rad1:
the Company anticipates that the Acquisition will generate $65M to 75M in revenues and $1M to $3M in Adjusted* EBITDA over the next twelve months.

8/12months of ownership:
rev $47m
$1.3m





Yume:
Through the three-month period ended 30 June 2017, YuMe generated US$42.8m in revenue and US$7.6m in adjusted EBITDA*, and net income of US$4.4m

2/3 months of ownership: rev $28m
EBIDTA: $2.9m

[jarvis4] 20/4/2018 15:24

BARKERS - never mind my friend. One day we will have a pint and I will do my level best for you.....

[bennywin] 20/4/2018 15:23

Can you ever tell the truth ?

[barkboo] 20/4/2018 15:10

Benny - serious question can you read?

[barkboo] 20/4/2018 14:58

Freddie - "Lot of deramping bs here at the moment IMHO." I thought you knew sikhthetech?