Rhythmone Share Discussion Threads

[sikhthetech] 21/9/2018 10:39

Rationalisation, AGAIN, you mean...

Previously, closing all the non-core operations... now they called 'low margin' operations, what will be next?
added to the 'significant costs' they've already mentioned...
Oh yea and also SupportFreeContent... skeletons...

No wonder they needed the $100m secured credit facility...

[jonc] 21/9/2018 10:37

Why is it good news.

They know as much or as little as us.

[jonc] 21/9/2018 10:36

The large institutional holdings have done little to support the share price seball.

Odier has bought equally someone else has the opposite view and sold.

History is on the side of the sellers.

[momewrath1] 21/9/2018 10:33

Yes Sikh, it's called rationalisation! R1 are doing just that now, to focus manpower and resources on the high value, money making initiatives they have identified in the annual report.

[sikhthetech] 21/9/2018 10:17

mome,

Traders rally... look at the chart..

Won't closing 'low margin' operations result in exceptional costs??? They do like to kitchen sink operations, don't they?
Wasn't the last one only a couple of years ago and was 'supposed' to be the last... they called them non-core then...

[1gw] 21/9/2018 10:16

You're sounding somewhat lost, stt?

[seball] 21/9/2018 10:09

Lombard just confirming my opinion. This is undervalued and a bargain at this price. Lombard increasing by over 2% before results is very bullish imo. Lombard Odier Asset Management are one of the most highly respected in the field.

[momewrath1] 21/9/2018 10:06

Not a chance. £3 by Christmas. It's reached its onwards and upwards quintessential inflection point. Buy now my friend, before it's too late. Bye the bye jonc, don't get caught with your Knickers down. Buy now. You've been warned. Bye!

[jarvis4] 21/9/2018 10:03

Lombard Odier just added another 2% taking them to 11.03%. Good news.

[sikhthetech] 21/9/2018 10:01

I wonder if the Shares on Loan will go up, as it did post fy TU and results...



Avg Shares On Loan (SoL)


SoL:

Shares On Loan: since Nov, just before Yume acquisition was completed.
It is still more than double the avg % from last June, after fy 2017 results were announced and pre-BM departure and Yume announcements... and still 4x the avg % following the Perk acquisition...
We had 495K new shares issued around mid Aug.. Total issued: 78,515,863 ordinary shares..


Nov 3.68m
Dec 3.17m
Jan 2018 3.3m
Feb 3.49m
Mar 2.93m 4.1%
Apr 2.76m 3.79%

TU..

May 3.29m 4.47%
June 3.17m 4.29%

fy results...

July 3.62m 4.89%
Aug 3.53m 4.76%

[sikhthetech] 21/9/2018 09:58

JonC,

Yep, averaging down...

[momewrath1] 21/9/2018 09:57

Sorry jonc… not persuasive enough! Lombard had every opportunity to average down at way under £2. Perhaps they know this share is certain to increase in price pretty soon. Tick-tock!

[jonc] 21/9/2018 09:47

Institutions blindly averaging down with other peoples money.

Strong sell.

Short to zero.

[jonc] 21/9/2018 09:41

Yes fo67. That is why I say averaging down.

[fo67] 21/9/2018 09:38

JonC, haven't they increased their holding?

[sikhthetech] 21/9/2018 09:37

"With house prices and house builders, or any cyclical business, it's all about anticipating the cycle isn't it? Broken clock and all that..."

And the house builders, with their solid finances, were affected by the famous Referendum, which the markets, the BoE and the government were not expecting to be 'leave'...
The share price of house builders fell sharply didn't it???? Did you anticipate that whilst you were holding?

And haven't the house builders also been caught out with their own dodgy practices and misselling scandal... The selling of new homes as leasehold with onerous terms, 10yr Ground Rent doubling... and the government is in the process of bringing out new laws, aren't they?

Oh dodgy practices and being affected by the sector news.. you do pick them, don't you..
;-)

[jonc] 21/9/2018 09:31

Odier averaging down.

LOL

Short to zero.

[seball] 21/9/2018 09:27

Institutional Buying ahead of results. Strong Buy

[wheeze] 21/9/2018 09:24

Have a good holiday, rocket, enjoy the food because you may have to eat humble pie when you return in January. :-)

[loafofbread] 21/9/2018 07:46

I bet you a pint we wll be higher than 10p in January.

Either way have a good trip.

[rocket fuel] 21/9/2018 00:07

Y’all behave yourselves now boys n girls. Am off for the 3 month sojourn in the sun!

I expect to see this one ironed out around c10p when I get back to the desk in early Jan.. toddle pip

[1gw] 20/9/2018 23:34

With house prices and house builders, or any cyclical business, it's all about anticipating the cycle isn't it? Broken clock and all that...
------------------------------------
sikhthetech 17 Apr '14 - 10:24 - 42615 of 51357 0  0 0
1gw, o/t..
with unemployment falling below 7%, it's possible interest rates will rise within the next year... therefore, I think being over exposed to house builders isn't a good idea..imo...

[football] 20/9/2018 23:27

wtf! 17 of top 20 posts voted up are stt's and he's gang of bashers




just look and see