Rhythmone Share Discussion Threads

[sikhthetech] 09/7/2018 21:55

Analyst Brian Wieser Takes On Ad Tech’s ‘Big Two,’ Criteo And The Trade Desk

[barkboo] 09/7/2018 17:32

Off piste - and please all do your own research..Word on the street is LLOY's are collecting interest from the Casino's largest players - could have a nice surprise on the way, and a coup for those involved?

Just guessing.

[barkboo] 09/7/2018 16:46

Here we go!

[barkboo] 09/7/2018 16:40

Then JohnnyC told us he lost 50K here - but has still made a lot of dough? lol We know that Sikhthetech absolutely done his nuts all the way down after the Prof blog.

He told us all every buy and ended with, "22 May'14 - 10:16 - 10689 of 13887 0 0

gh, there's a lot of difference between drip feeding and a buy back... a buy back would be the whole lot or maybe in a couple of chunks... I drip-fed about 1/10th of my original holding each time...
The majority of my buying is < 80p"

Sikhthetech you added twelve times after the Jan 2014 blog - and as you say 1/10th of your original holding each time.....that is a massive hit my anyone's standard.

Then you had a meltdown with the Blackrock news. You guys really are all heart, there is nothing bitter and twisted in your behavior - is there?

[loafofbread] 09/7/2018 16:34

Sikh,

Almost a bullish post for you.

[barkboo] 09/7/2018 16:20

LCWA - Gowlane has admitted watching the last of his money go swirling down the toilet on RTHM....he now only post with no financial interest and out of the kindness of his heart for others.

Brings a lump to your throat..

[lance corporal winstanley ash] 09/7/2018 16:05

Thqts some statement your making! In what way has there been a lockdown of communication with all investors? Can you give an example?

[midasx] 09/7/2018 15:59

LOL leluot3,

Even you do not believe that :-))

As you know we are just around the corner from a huge re-rating!

[gowlane] 09/7/2018 15:58

Think about it, $32m in 'past due but not impaired' receivables as at end March, still seemingly not paid as at mid June and no provision made for default.

These relate to a number of independent customers for whom there is no recent history of default. So these are valued clients so to speak, a major recurring source of revenues.

The main block was aged 1-90 days at end March but then the average credit period taken by debtors is said to be 79 days, so why highlight these debtors? The only reason I can think of is that they still had not paid as at 16 June when the accounts were signed off – so over 5 months old at that stage.

Excluding YuMe, the annual run rate of 1R, Perk and Rad-1 revenues combined looks to be about $250m currently, or about $21m a month.

Assuming that they were on average 2 months old at end March, then the ‘past due but unimpaired’ debts of $32m arise from revenues of $16m a month. So these customers could be generating up to up to $192m a year in revenues – or over 75% of the 1R revenue stream, excluding YuMe.

Is there any other way to look at it? No wonder Singer has declared a lockdown on all communications to PIs.

[sikhthetech] 09/7/2018 15:57

gl,

"So Biffa has had his own private trading update, lol!"

Yes, Biffa and the other gang members keep having these private updates...

Remember when Biffa claimed that BoD are hell bent on aiming for $500m revenues for this year... and those 3 board members - are they still there?... oh...lol




23rd Feb - lse

"Bumper results from The Trade Desk for the year and final qtr.

Our largest partner if I remember correctly, so has to be good for us?

More interesting is the valuation of $2.5B on $100m EBITDA.

Which brings us back to the often quoted 500/50/10 which was my feed back from the AGM (seems along time ago)

The BOD are hell bent on achieving the $500m revs, $50m profit which they believe will lead to the rerating to �10+ a share. No less than 3 of the board members discussed this as the group aim. Looking at the time line they had pretty much bought Yume already hence the frank opinion.

If Rhythmone can start doing the numbers I have no doubt the share price will follow."

[jonc] 09/7/2018 15:56

Short to zero.

[lance corporal winstanley ash] 09/7/2018 15:46

What information blackout, Rowland?

[loafofbread] 09/7/2018 15:42

growler,

Keep up FFS. That's old news.

[barkboo] 09/7/2018 15:32

Here we go!

[gowlane] 09/7/2018 15:19

Thinking a bit more about the bloated overdue debtors figure of $36m at 31 March, if this goes wrong it has the potential to turn FY19 into a catastrophic year for 1R.

Could it be the reason for the information blackout that is being enforced, and was it behind the downgrade in forecast revenues by Numis – the House Broker - after all these fellows have always had ridiculously optimistic forecasts, why change now?

It certainly looks Dataxu related, the danger is that without some kind of settlement a debtors strike at end March could turn into a buyers strike in FY19.

These are – or were - mainstream customers of 1R, the backbone of their revenue stream, good payers who suddenly decided en masse, but acting independently it appears, not to pay on time.

And even with a settlement there are going to be write offs – either way those FY18 accounts are certainly starting to look a little smelly.

[gowlane] 09/7/2018 15:16

So Biffa has had his own private trading update, lol!

And a very positive one too,from the CFO himself, an Executive Director who had nothing better to do than talk to a PI for an hour and who sold some shares a week later!

Good job no-one believes it or poor Biffa would be in a spot of bother.

[leluot3] 09/7/2018 15:03

MidasX
9 Jul '18 - 11:06 - 15217 of 15218
0   1  2



I appreciate that the common procedure is to sell the appropriate number of shares to cover the tax liability, however if he had decided not to do so it could have sent a positive message!

Then again arranging the much discussed share buyback could also send a positive message and the BOD or the CFO in particular appear




You still dont get it Midas do you? This is the Board of R1 you are talking about.
PI's are done for - its over. 2018 - The End

[sikhthetech] 09/7/2018 14:30

1st Europe's GDPR, now California...


Why California’s new consumer privacy law won’t be GDPR 2.0


"The inclusion of unique identifiers — which ad tech firms use to anonymously track people around the web — means that any ad tech firm storing tracking cookies on people’s devices will need to give people an option to ask the company to delete the information collected through those cookies and will also need to ensure that those cookies and any corresponding information aren’t exposed in a data breach, which would make the company subject to a class-action lawsuit.

On the other hand, the law includes a loophole for any personal information that is “de-identified or in the aggregate consumer information,” according to the law. If the personal information can’t be associated with a particular consumer, then it would be de-identified, said Camhi. But it’s not clear whether the types of identifiers that run the online advertising ecosystem are or are not subject to the law, said Mayer.

The law suggests that online tracking cookies and mobile advertising IDs, which are used to collect information about individual devices, may fall under its jurisdiction. However, digital advertising companies may argue that they meet the law’s exemption standard because they aggregate those identifiers into larger, anonymized audience pools."

[greenpastures2] 09/7/2018 12:20

If I remember correctly the US requires the tax to be paid at the price on the day they are received even if they are not sold. If the price drops further the tax liability would still be there. It is standard procedure to the number required to pay the tax due.

[kendonagasaki] 09/7/2018 11:17

The CFO knows they will not thiet targets!That why he sold!24 pounds anyone.....?

[midasx] 09/7/2018 11:06

I appreciate that the common procedure is to sell the appropriate number of shares to cover the tax liability, however if he had decided not to do so it could have sent a positive message!

Then again arranging the much discussed share buyback could also send a positive message and the BOD or the CFO in particular appear to be in no hurry to do either.

[midasx] 09/7/2018 10:55

So our Chief Finance Officer receives 24,374 free shares and makes a financial decision to sell 9,702 shares at £1.6471 for £15,911.28 to cover his tax liability.


One might hope that a Chief Financial Officer might be able to arrange his personal finances in a way that would avoid selling his free shares at such an historically low level.


Just over 12 months ago those 9,702 shares would have been worth £48,510.


Then again the 14,672 remaining shares net of the sale for tax purposes are still currently worth over £25K, so not too shabby! for NOWT!


I feel our CFO would not be inclined to sell 9,702 shares at £1.64 if he had paid for them out of his own pocket!