Rhythmone Share Discussion Threads

[football] 22/4/2018 16:48

1gw22 Apr '18 - 16:36 - 7166 of 7166

Trying to hide something yourself, stt?










go down this list and see how many trolls have had there posts voted up to hide share holders posts, stt likes to hide a post or two

[1gw] 22/4/2018 16:36

Trying to hide something yourself, stt?

[sikhthetech] 22/4/2018 16:25

1R's cash decline after 2014...

period revenue cash
fy2014 $247.2m $126.9m
fy2015 $214.9m $95.7m
fy2016 $166.7m $78.4m
fy2017 $175m $75m

[sikhthetech] 22/4/2018 16:22

remember all those well written BS posts from Shroder.... to entice people to the family gang's way of thinking...


But he refused to acknowledge or discuss 1R's (blnx) Leadimpact/Pinball.. because it might raise some questions about 1R....

Like a coward, Shroder disappeared off to lse...lol

Anything to hide any contrarian views, eh...

Rinse and spin...




sikhthetech 31 Mar'15 - 15:46 - 7545 of 11757 0 0 edit

Shroder, what's your view on LeadImpact...
You seemed to have forgotten to mention them as part of your posts on Blnx businesses...

Shroder 31 Mar'15 - 15:52 - 7548 of 11757 0 0

<...>
stt, I have no idea what that company is or does, only the current blinkx business model which is complicated enough.


AR:

[geheimnis2] 22/4/2018 16:12

Haha gotcha Johnny boy!

[sikhthetech] 22/4/2018 16:07

of course you don't... it's so obvious...same underwater posters on here and on lse...
lol

You're such a BS poster, encouraging people to buy with your 'confidence boosting' selective comments...


Oh and the family gang... with their knowledge of the company and inside contacts...


23500p to 210p 90% collapse - some knowledge

The desperation shows..


BARKBOO 20 May'15 - 08:05 - 40750 of 40754 2 1

<...>
I wanted to congratulate Digi for his great understanding of so many posters and their positions, as well as his knowledge of this company - Jarvis for being a complete gentleman as well as his knowledge of this company - Loaf, for being one step ahead of the opposition, and a shrewd guy as well as his knowledge of this company - Shroder for his long outside shift and inside contacts that he shares, as well as his knowledge of this company - and of course all other family members that have been thoroughly decent during this hard time, and their knowledge of this company.

[1gw] 22/4/2018 15:55

No I don't post as brassneck on LSE. You really do like to obfuscate don't you?

You're disappearing further into the amoral swamp with this reasoning though aren't you? You've been caught out posting something wrong. You appear to accept what you posted was wrong. But instead of just correcting it and moving on you argue that's unnecessary because the poster that caught you out didn't require someone else to change one of their posts.

Do you think this attitude and behaviour possibly has something to do with the reputation you now appear to have on the LSE RTHM board?

[football] 22/4/2018 15:34

have to post this here before it gets voted down with coins and NO one can see it!



1gw22 Apr '18 - 15:02 - 7160 of 7161


STT - is this a new low for you?

You put up a demonstrably false and misleading post (7140).

You were told it was false and misleading and asked to correct it.

You haven't done so.

And this is your own thread, with a warning at the top about the "confidence tricksters".

So any moral highground you might have hoped to occupy, clearly gone.

[sikhthetech] 22/4/2018 15:26

1gw,

I see you did tell loafofbread about his claims of 'double the numbers'...

I don't see you mentioning it as a demonstrably false and misleading post and that he must correct it... why's that?
I see he hasn't corrected it....

'Double' - what will the FCA say with posters implying the 1R forecast figures are double analysts estimates



True to form, full of BS and a hypocrite...no consistency in your view...

Is Loaf a good mate of yours? Oh yes, that's easy to see...

Do you post as Brassneck on lse?




1gw28 Jan '18 - 11:52 - 12029 of 13712
0 2 1
Loaf -

Your statement in post 12022: "The point is they were giving the YUME BOD much more bullish forecasts then they were giving their own share holders and analysts. Those numbers are almost double the numbers I have."

What's your basis for saying that? I've been back and had a look at some of the brokers' numbers I've seen (Revenue and adjusted EBITDA) and they seem to me to be more or less bang in line for R1 Financial Year 2019 and 2020.

The numbers in the filing are for calendar year. So the "2018E" and "2019E" numbers in the filing should broadly be compared with the "FY2019" and "FY2020" numbers from the brokers (the numbers the brokers produced after the RadiumOne acquisition announcement and before the YuMe announcement).

"2017E" is more difficult to compare with "FY2018" because the numbers in the filing for 2017E are presented on a proforma basis i.e. on the basis that RadiumOne was part of R1 for the whole of calendar year 2017, whereas in reality it was only about 1/2 year.

So I take it as a positive that the financial projections supplied by R1 to YuMe seem to have been closely aligned to some of the analysts projections at the time. That to me reinforces the impression that we can take analyst forecasts as broadly indicative of management expectations.

[1gw] 22/4/2018 15:02

STT - is this a new low for you?

You put up a demonstrably false and misleading post (7140).

You were told it was false and misleading and asked to correct it.

You haven't done so.

And this is your own thread, with a warning at the top about the "confidence tricksters".

So any moral highground you might have hoped to occupy, clearly gone.

[1gw] 22/4/2018 14:39

gowlane - on the $4m 2H estimate you got from pro-rating the $7m CY17 full-year pro-forma number in the F4.

The CY17 pro-forma number included 6 months (January'17 to June'17) of Radium One before R1 took ownership. We know RadiumOne was loss-making: $5.6m adjusted EBITDA loss (on $141m revenues) in CY16; a loss before tax of $2.5m in the quarter July-17 to Sept-17; a (hypothetical) loss before tax of $7.6m from Apr'17 to Sep'17 (the $2.5m plus the difference between the $8.2m loss before tax for R1 and the $13.3m loss before tax that would have occurred had the Radium One acquisition been completed on 1st April 2017).

So the pro-forma number for CY17 seems likely to include an EBITDA loss for RadiumOne for the first 6 months of CY17. On the other hand, it excludes the contribution for 1QCY18, which should have been less negative and might actually have been positive given the cost synergies R1 was aiming to achieve.

The CY17 number also includes 1Q'17 for R1 and Perk. So R1 would have then included the discontinued operations (PVMG and maybe other stuff) which may have had some funnies in it given the winding down towards disposal/closure, and equally the period in January of Perk before R1 took ownership may have been atypical. And that's apart from the general point that between 1Q'17 (in the pro-forma numbers) and 1Q'18 the (continuing) business should have moved forward in profitability.

All of which means I think that estimating 2HFY18 adjusted EBITDA from CY2017 pro-forma numbers is going to be much more of a dark art than estimating usually is, even with R1.

[rocket fuel] 22/4/2018 14:04

just saw a man on tv, running the marathon in a straight jacket, didn't know barky had entered this year!

[rocket fuel] 22/4/2018 14:01

footy, bit like yourself right now you mean?

[rocket fuel] 22/4/2018 13:57

will be interesting to see the Shares On Loan totals for April, after that TU release, due out in a couple of weeks.

[sikhthetech] 22/4/2018 13:50

feel free to add to these..


The Trade Desk:
Apart from 1R/Yume, The Trade Desk has around 60 other inventory partners..




Ads.txt ranking:

21st/30



SoL:

Shares On Loan: since July, just before Yume acquisition was announced.

Nov 3.68m
Dec 3.17m
Jan 2018 3.3m
Feb 3.49m
Mar 2.93m




Quantcast ranking - To 22nd April

14th US rank



Pixalate - Dec 2017
Global US - 4th
Global Internation - 2nd
Mobile in-app - 19th





Pixalate ads.txt ranking: C





"RhythmOne Earns #1 Ranking on Pixalate£s US and International Global Seller Trust Index for All 2017"

[sikhthetech] 22/4/2018 13:47

1R's cash position, previous years... pre Yume..

period cash
fy2014 $126.9m
fy2015 $95.7m
fy2016 $78.4m
fy2017 $75m
H12018 $39m

[sikhthetech] 22/4/2018 13:23

They seem to like the 'in line' comment...

Yes, absolutely, they could be in line in a year's time..

Or they could be affected by newer industry changes like ads.txt, GDPR, fee transparency, etc...
It's a hot and fast moving sector....

Hopefully, the results will provide more clarity on the figures front...

[dealy] 22/4/2018 12:56

I think the key point from the TU is "fully inline with consensus estimates".Also cash generated by operations was 26m USD. Could this be 50m in the ne t full year? Why not? And on that basis the company could be valued at 500m USD or 400p

[sikhthetech] 22/4/2018 12:36

dealy,

Midas pointed you to the F4 projections... he failed to tell you about 1R's footnote...The projections should not be relied upon...



"The RhythmOne Projections were provided to YuMe on August 28, 2017, in preparation for their analysis and evaluation of RhythmOne and its businesses, and were prepared approximately five (5) months ago. The RhythmOne Projections should not be relied upon due to their age and the unpredictability and uncertainty of their underlying assumptions and estimates"

[loafofbread] 21/4/2018 22:13

It's taken me a while but i just think you are just really really stupid.

Probably no defence in a FCA investigation though!

[sikhthetech] 21/4/2018 22:07

dealy,

it's not about being right or wrong....

Read bull/points and judge for yourself- it's your money...


1R have a history making bullish comments but failing to back them up when it comes to results.. Currently, it's no different...


In 2014, just 4 yrs ago, 1R had revenues of $247m, $126m cash and adjusted ebitda of $39m...
At that time they were running Leadimpact and Pinball... they have been closed since... the financials have collapsed...

Given 1R's court case with DataXu over fees, which finished recently, what impact do you think it will have on 1R.. DataXu was a partner and has since removed 1R as a partner - Given the move to fee transparency and the recent court case, it's possible other partners may also withdraw in this new year, fy2019... How dependent are 1R on fees?

Then there's ad tech companies closing their European operations ahead of the GDPR..

The results in June may provide some more clarity... i chose to sell some a year ago at around 500p, 50p old money.... it's my money...




2014 fy: