Rhythmone Share Discussion Threads

[sikhthetech] 10/9/2018 09:47

GDPR’s Lack of Clarity Is Causing Google and the Ad-Tech Industry Problems

The rush to comply generated headaches THROUGHOUT the supply chain

[wheeze] 10/9/2018 07:37

Morning all. I have a good feeling about this week. Remember the Jungle Book ? For those familiar with works of Kipling, Mowgli faced the Tiger, Shere Khan with the red flower, aka fire, leaving him with singed fur. Well, we may be treated to the smell of singed shorters and the Tiger may be left with wounds to lick.Whether it's the same bunch of crocodiles operating out of the Cayman islands or a new lot, I really do not care. They can afford to lose the lot.It looks like it really will be short to zero - the shorters hitting zero this time.Cue howls of protests. This post has been voted down even before it was posted !Oh, and I nearly forgot- short to zero.https://www.ft.com/content/a458f5da-70a4-11e4-9129-00144feabdc0

[football] 09/9/2018 10:14

sorry make that 10hrs yesterday with the late posts for stt

[sikhthetech] 08/9/2018 21:41

GDPR’s Lack of Clarity Is Causing Google and the Ad-Tech Industry Problems

The rush to comply generated headaches THROUGHOUT the supply chain

[football] 08/9/2018 21:32

Ffs! STT only 9hrs bashing today for the non share holder

[loafofbread] 08/9/2018 17:13

You have to assume RF just got back from the pub?

[football] 08/9/2018 16:15

both non share holders

[sikhthetech] 08/9/2018 14:52

"So would it have been valuable to investors in 2012/13 to read Chris's posts? Had they acted on Chris's concerns and sold or not invested they would have missed out on the opportunity to make big profits ahead of the blog."


You mean whilst Blnx were reporting the HUGE increases in cash/revenues before the blog...
that same cash/revenues which collapsed after the blog, even though Blnx rebutted the blog allegations...
Or those investors who were invested in GBO (shroders/Barky's one)...


Look what happened to 1R's cash/revenue/profit before/after the blog..

Do you think 1R will find any skeletons when they review their previous poor reporting practices??? How much of the secured $100m credit facility do you think they will need?



revenue cash(cash + equ) profit(loss)
fy2008 $6.5m, $39.4m, ($16m)
fy2009 $13.9m, $21.3m, ($8.8m)
fy2010 $33.6m, $14.5m, ($8.5m)
fy2011 $66.1m $52.8m $7.6m
fy2012 $114.4m $38.4m $3.9m
fy2013 $198m $55.9m $17.4m
fy2014 $247.2m $126.9m $12.2m

Jan 2014 Blog
July 2014 profit warning

fy2015 $214.9m $95.7m ($20.8m)
fy2016 $166.7m $78.4m ($92.3m)
fy2017 $175m $75m ($18.7m) *(inc Perk acquisition q3 2017)

Nov 2017 - $100m secured credit facility arranged. SVB have first charge

fy2018 $255m $27m ($13.8m) (inc Rad1 & Yume acquisitions)

[1gw] 08/9/2018 14:29

No but you did read his posts. So you were aware of the rumours, you were even aware of the blog and yet you still thought £3 a reasonable short-term upside.

So would it have been valuable to investors in 2012/13 to read Chris's posts? Had they acted on Chris's concerns and sold or not invested they would have missed out on the opportunity to make big profits ahead of the blog.

But the evidence, from your own interactions with Chris, is that even if he had been posting, investors such as yourself would have invested anyway.

It does seem like you need things spelling out stt?

[sikhthetech] 08/9/2018 14:20

You're clueless...
The point gowlane was making...

"So as a result of Digi, Football and the rest of the gang suppressing debate and hounding Chris off the boards, most investors who bought in during 2012-13 probably had no idea about the rumours circulating out there about Blinkx."




"hounding ... off"

and the same tactics goes on the rthm threads (as well as many others), here and lse and is exactly what you and your mates are doing on here and lse, aren't you?

Everyone can read the threads and form their own opinion, can't they??
I didn't hound off Chris nor did I ban him did I, 1gw???



Football's own admission.. 'hound off' 'seen off'.. same thing...

football - 14 Nov 2010 - 23:55:37 - 30806 of 107028 BLINKX re-SEARCH (2009) - BLNX
<...>
i have seen off grax this year with his bashing and chris2601 is next

[1gw] 08/9/2018 13:26

Rusty, bmac and brassneck do not post aggressively.
I have no idea if bmac posts as barkboo on advfn. Their style of posting is completely different, so it seems unlikely, absent other persuasive evidence. What is your case for them being the same?

[sikhthetech] 08/9/2018 13:20

and you also think Barky (BMAC on lse) isn't aggressive...
so you think barky is transparent and not aggressive.... really....lol

Everyone can form their own opinion, can't they?



1gw - 09 Mar 2018 - 22:08:25 - 6768 of 8574 RHYTHMONE - new Name, new Beginning??? - RTHM
I said relatively clean sheet. Most of the lse posters aren't regular advfn posters as far as I can see. So they would have had a fairly open mind when you started posting.

And on "aggressive", the point I was making was that rusty, bmac and brassneck don't strike me as aggressive posters. And yet you have clearly managed to alienate them.

So why do you think that is?

[sikhthetech] 08/9/2018 13:07

"Are you saying you don't find football and barkboo transparent on backstory?"

I'm sure lots of posters will disagree with you .....


You do post as Brassneck on lse....
Everyone can read Brassneck and your posts and form their own opinion, can't they?

[1gw] 08/9/2018 12:56

Are you saying you don't find football and barkboo transparent on backstory? That you are confused about why they post like they do? Their backstory is (surely?) that they are heavily invested and so they tend to post bullishly and they get upset if other posters post negatively. Completely transparent.

It's still a lie that I post as brassneck.

[sikhthetech] 08/9/2018 12:52

you really don't think these things through do you, 1gw? Sometimes it's better just to stop digging and stop making yourself look more stupid than you really are....

1R lost their reputation after the blog.. the industry challenges are biting...the share price is 20p, old money and you're still posting loaded posts, still egotistical and naive...
nothing changes, does it, 1gw?

[sikhthetech] 08/9/2018 12:44

1gw,
"Despite seeing Chris's warnings you chose to ignore them,"

lol..

true to form, you post 'clear counter evidence', 'irritated' etc...YOUR evidence...lol

a completely different view to what actually happened and was said and think you ARE RIGHT..

I've already said Blnx refutted the allegations just days before...
But then why would anyone who thinks Football and Barky (BMAC on lse) are transparent have any credibility...
and someone who posts on lse rthm thread using ids..brassneck and 1gw_




1gw28 Apr '18 - 22:43 - 7236 of 8569Moderate | Ban
0 1 0
<...>

I think probably only football and barkboo post anything like as much quantity as you and their posting is entirely consistent with being very long R1, so no need to ask them for a backstory.


1gw28 Apr '18 - 23:30 - 7238 of 8569Moderate | Ban
0 2 0
They don't need to give a backstory because they are transparent.

[1gw] 08/9/2018 12:25

I was just trying to offer a rebuttal to gowlane's post, which you had just reposted and which said that arguably chris2601 was the single most valuable poster over the last 10 years. The implication was that if posters hadn't bullied him off the boards then investors would have been better served because they would have seen Chris's warnings.

That sequence of posts between Chris and you is clear counter-evidence. Despite seeing Chris's warnings you chose to ignore them, seeing a short-term upside to £3, well above the pre-blog high. You appeared to be irritated by Chris's continuous negative postings.

So the lesson there, I would have thought is that both message and messenger are important. Chris's style of delivery alienated many investors ( including, it would appear, yourself) and so his message was largely ignored.

Maybe a parallel there with your own style of delivery and consequent lack of credibility, stt?

[sikhthetech] 08/9/2018 11:46

1gw,

and don't forget, even a year after the blog came out and months after I was questioning Pinball, Leadimpact, Verti, your mate Shroder deliberately tried to hide any discussion about Pinball, Leadimpact, trying to divert away from it...
and you stated that you talk to Shroder fairly regularly about blnx and other investments.
- Is that not the text book definition of people working in Cahoot????

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.




1gw - 09 Nov 2015 - 15:14:17 - 10868 of 11771 blinkx - BLNX
Somewhat wary of doing this, but if it helps, I can confirm that I do now talk fairly frequently to shroder about blinkx and other investments that one or both of us may hold. As it seems very difficult to have a sensible and balanced conversation on these blinkx bulletin boards about common investing questions of interest, we have reverted to the more time-consuming but ultimately more effective method of direct communication for some discussions.

[sikhthetech] 08/9/2018 11:36

1gw,

"Who was the investor who had been posting on the same thread as Chris2601, yet even after the blog came out, continued to argue that the share price would recover, in fact he argued upside was 300p (£30 post consolidation). The same investor who apparently got fed up with Chris2601's boring repetitive negative posting and asked him to give it a rest..."


oh you mean, I was optimistic, as were a lot of others, inc Blackrock, after Blnx fooled everyone with their, post blog, 30th Jan 2014 ' refute the assertions' rns...... How stupid of Blackrock to believe Blnx, eh?



but they still went on to issue a profit warning and close the Pinball ops and then completely change their business model...
I think you'll find it became obvious that all was not well, when they issued the profit warning in July 2014.. and I, as well as others, changed our minds...




30th Jan 2014


"blinkx strongly refutes the assertions made and conclusions drawn in the blog post. The Company confirms there has been no material change to the operational and financial performance or outlook for the business, and that Fiscal Q3 trading was in line with management expectations."

[1gw] 07/9/2018 23:58

Because, clearly, the posters who had the good fortune to read Chris2601's rational, well-argued posts would have steered well clear of blinkx. And then once the blog had come out all but confirming chris2601's point of view, any investors who had been reading his posts would have run a mile.

Or would they? Who was the investor who had been posting on the same thread as Chris2601, yet even after the blog came out, continued to argue that the share price would recover, in fact he argued upside was 300p (£30 post consolidation). The same investor who apparently got fed up with Chris2601's boring repetitive negative posting and asked him to give it a rest...

-------------------------

Chris2601 13 Feb '14 - 12:17 - 5164 of 14597 0 0 0
Yeah, he created the monster and that monster will define him.

sikhthetech 13 Feb '14 - 12:26 - 5165 of 14597 0 0 0
Asagi, yes... as Benny posted the other day, we think the short term risk/reward is 50p/300p...
Currently, it's a day by day situation...

Chris2601 13 Feb '14 - 12:28 - 5166 of 14597 0 0 0
Asagi. P/E doesn't mean a lot when your business model is up the Blinkx. P/E of 1 or less is achievable when you have a business that uses the lowest form of internet advertising methods.

The P/E values the business and it's model and future. Adware companies won't ever be valued highly because of the model and risk.

Chris2601 13 Feb '14 - 12:30 - 5167 of 14597 0 0 0
If I were you I would forget about the old P/E. The business model and risks have changed since it was exposed as being an adware company.

Chris2601 13 Feb '14 - 12:32 - 5168 of 14597 0 0 0
Wait until the city values Blinkx for what it really is, then you'll see how big the scam was.

Asagi 13 Feb '14 - 12:40 - 5169 of 14597 0 0 0
Chris2601 - free software with ads is here to stay see Scrabulous etc. Nearly all these apps have a paid version with no ads.
Asagi (long BLNX)

Chris2601 13 Feb '14 - 12:46 - 5170 of 14597 0 0 0
Adware and deception is not just free software, adware and deception is a scam with no real asset value.

Chris2601 13 Feb '14 - 12:47 - 5171 of 14597 0 0 0
A deceptive business model does not make an investment case. This is what you don't seem to understand, the only value in the business model can only be the cash value.

Chris2601 13 Feb '14 - 14:09 - 5172 of 14597 0 0 0
Adware company. They've got GS to own up for them as gently as possible. It wouldn't be in the adware business if it was unique and profitable in any other way, with adware come scammers and deception. More proof the fraud expert was right.

"2) Given the highly fragmented and unorganized nature of the Adtech industry,
there are limited standardized practices, hence click fraud, traffic
viewability and over-counting have been an industry-wide issue"

Chris2601 13 Feb '14 - 14:19 - 5173 of 14597 0 0 0
An adware network with publishers like this. Look at what they do.



sikhthetech 13 Feb '14 - 14:23 - 5174 of 14597 0 0 0
Chris, give it a rest...