Rhythmone Share Discussion Threads

[kendonagasaki] 27/4/2018 11:37

Praise to you brother wheeze.We are in the Lords hands now!

[loafofbread] 27/4/2018 10:51

Someone was posting some rubbish about a double top, looks more like a double bottom?

[football] 27/4/2018 10:41

Edging ever closer to BARKBOO's magical £2.40 and do we care if it was done under a share consolidation.


;-)

[sikhthetech] 27/4/2018 10:20

Big ad agencies are trying to cut out ad-tech middlemen — and justify their own existence

[barkboo] 27/4/2018 10:17

Rags that were greedy - which is all of them, have lost a nice move..160p to 220p. That has given away a massive head start.

They can jump in late and beat each other up - I can hear those birds singing.

[jarvis4] 27/4/2018 10:16

Ooops, nearly got away there.....
Naughty scaffolders.

[barkboo] 27/4/2018 10:00

Good morning Digi - that was a bit of luck? lol

Looks like RF has got something on at last - its all very silent?

[football] 27/4/2018 09:46

As it taken a week for the results to start to sink in?

[lance corporal winstanley ash] 27/4/2018 09:38

13875 - , so you still think Tosca's long term plan is to take 1r private?

[digitalis] 27/4/2018 09:15

Good stuff barky....

[barkboo] 27/4/2018 08:53

Just to add a little to the above - scaffolders are guessing there was another nice buy in late yesterday.

Could help things along nicely.

ps - hearing more good things about Nano..my position fully loaded - no advice intended, please do your own research.

[barkboo] 27/4/2018 08:51

So the scaffolders trading a small % of this have seen under 160p low close - today the swing has been 214p on the offer.

Not the way I would play it - but it looks like they are continuing to keep this honest, or should I say honest at this dishonest level.

Some nice comparisons made on Footy's thread.

[wheeze] 27/4/2018 08:20

Kendo, do your followers frequently say 'praise be' ?

[kendonagasaki] 27/4/2018 08:18

We seem to be heading in the the right direction Brother P14.The sp, may it continue to rise into the heavenly sky'

[1gw] 27/4/2018 08:08

That is pbt, loaf. Numis quote adjusted PBT as far as I can see, although they don't actually call it that. However, if you compare their FY17 or FY16 "actual" PBT number with the accounts you can see there's a significant difference.

[loafofbread] 27/4/2018 08:03

Looks like the FANGs results have all come in above forecast.

I went for PBT rather than EBITDA which would be £18 a share.

Amazon is over 100 x earnings.

Anyway back in the real world maybe we can get back to £2.50 for a start!

[precinct14] 26/4/2018 20:44

Kendonagasaki26 Apr '18 - 17:17 - 220 of 221

Of course brother Barky!

Im religious now.




Where are you, kendo? Jonestown? It has to be said, digitalis is a complete cult.

[1gw] 26/4/2018 20:42

loaf - is that multiple for GAAP or non-GAAP earnings?

Don't forget that Numis seem to quote "adjusted" profit numbers, so there's a fair bit of amortisation, acquisition and exceptional costs to come off that adjusted number to get a clean IFRS pbt number. A 31 multiple on it would still look good, mind, compared to today's shareprice.

[sikhthetech] 26/4/2018 19:48

gl, interesting article...

[loafofbread] 26/4/2018 18:21

Just looking across the pond at some valuations.

Turns out the S@P 500 tech sector average is on 31 X past 12 month earnings.

So if we make our $45M in 11 months time and were a US tech company we could potentially have a market cap of $1.4B or a Billion pounds.

All things being equal that's £12.50 a share.

Food for thought.

[stocky] 26/4/2018 17:40

May the lord bless you for your transition, Brother Kendo. He without sin throweth the first stone.

[kendonagasaki] 26/4/2018 17:17

Of course brother Barky!Im religious now.

[sikhthetech] 26/4/2018 16:01

Advertisers, agencies agree transparency in ad buying is a problem, but not so much on the blame