Rhythmone Share Discussion Threads

[football] 23/9/2018 23:08

LOL! stt you have spent almost a 2000 coins today hiding posts why?????


what a sad life old men have now days

[seball] 23/9/2018 20:48

Worth a read. Strong Buy
1gw 20 Sep '18 - 21:02 - 8797 of 8881

Quite right, STT, it is perhaps naïve of me to assume that everyone can be bothered to read the annual report when considering investing in a company. I tend to find that business context, strategy, strengths (and occasionally weaknesses) are laid out in excruciating detail in most companies' annual reports.

My strengths tend to be in analysis of the numbers and interpretation of the financial statements, which I find is where many investors and potential investors appear to be grateful for a bit of help. So for me, I take the context, strategy and strengths as a given and focus on the numbers.

But for stt and any others without the time to look at company reports, the non-financial side of the business case as I understand it, drawing heavily on the company's annual report, is basically:

MARKET OUTLOOK
Robust sector growth;
Dominance of programmatic trading;
Growth of Mobile, video and OTT/Connected TV;

COMPANY STRATEGY
Focus on differentiation and growth in three key areas:
Enhance unified programmatic advertising platform;
Grow base of data-driven engaged audience segments;
Innovate around video and connected TV advertising.

All the above, basically headlines from the Business Overview section of the annual report, with lots more detail available under those headlines in the report. The outlook statement is also worth taking into account:

"The Company anticipates continued growth throughout FY2019, led by its programmatic capabilities and augmented by its recent acquisitions. The industry is characterized by fewer, dominant, better integrated players that are able to deliver sustainable value to both demand and supple sides of the value chain. The Company now has the unique combination of technology, talent and relationships in place to scale both organic and inorganic growth as the industry continues to evolved and consolidate.
...
RhythmOne enters FY2019 in a confident position, with a product portfolio that is well aligned with industry growth trends."


I think that last statement is one of the key ones. We've seen an awful lot of posts on this board about what's happening in the ad tech world. It seems to me that the bull case for R1, without numbers, is that it's beautifully positioned to ride the wave of change. It was a (forced) early adopter of verification and filtering and as a result has established itself at or near the top of the independent industry quality and trust ratings published by Pixalate. It has made some significant acquisitions last year, which appear to propel it to the type of scale where it can not only become increasingly profitable, but also can increasingly become a home to those companies that are sub-scale and looking to be consolidated. Looking further ahead it seems success in that direction may ultimately lead to it becoming a very attractive target itself to be taken out by a telco or other large company looking to buy a ready-made AdTech business.

[sikhthetech] 23/9/2018 20:17

true to form, those sniedy remarks (sounds familiar, oh yea, seen them with Brassneck's posts)


and as Gowlane said..

gowlane - 20 Sep 2018 - 07:43:59 - 8757 of 8883 RHYTHMONE - new Name, new Beginning??? - RTHM

So we have each said that we are prepared to change our views if 1R gives credible evidence of being investable again.
That’s a judgement call for each individual to make, cannot do better than that.





Oh yes the bullish company statements, which you think are key.. They made bullish company statement just weeks before they lowered their forecasts by a HUGE amound
More JAM tomorrow...


fy Outlook

"Outlook

Ted Hastings, CEO of RhythmOne, said:

"We are pleased with our results for the year, and the progress we have made against our targets in terms of revenue growth, profitability and product integration. We believe we are well-positioned to deliver a further strong performance in FY2019 - fully in line with current consensus estimates in market - as we realize the full contribution of the YuMe acquisition. "




and look here..


AFTER the 2014 blog....
"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."





then fy2014..still very confident..
"Through our multi-faceted business model, strategic acquisitions, patented technology, expert leadership and talented employee base, we feel we are well positioned to adapt to any shifts in the industry and convert them into opportunities for further success. "
"We're fortunate to have a capable, energized team and resources to seize new and emerging opportunities - both organic and via acquisitions."




However, just 5 weeks later, the BoD issued a PROFIT WARNING...those industry wide issues...that they were well positioned to adapt to...


"The shortfall was exaggerated toward the end of the quarter. We attribute this performance to industry-wide issues of efficiency and effectiveness"...

[1gw] 23/9/2018 19:58

STT - just catching up here - wow that's a lot of posts from you today.

In your post 8867 I see you asked "What is the bull case here?"

It probably slipped your mind with all that posting today, but I did supply a bull case recently on here. Actually two versions, one based largely on the financials with quite a few numbers in it which I think you struggled with a bit and one in simpler qualitative terms, which I guess you preferred. Anyway, here's the qualitative one again. You might want to put this post in the header for future reference? Both versions seemed quite popular, just going by the thumbs up.
---------------------------------------------

1gw 20 Sep '18 - 21:02 - 8797 of 8881 Edit 0 9 2

Quite right, STT, it is perhaps naïve of me to assume that everyone can be bothered to read the annual report when considering investing in a company. I tend to find that business context, strategy, strengths (and occasionally weaknesses) are laid out in excruciating detail in most companies' annual reports.

My strengths tend to be in analysis of the numbers and interpretation of the financial statements, which I find is where many investors and potential investors appear to be grateful for a bit of help. So for me, I take the context, strategy and strengths as a given and focus on the numbers.

But for stt and any others without the time to look at company reports, the non-financial side of the business case as I understand it, drawing heavily on the company's annual report, is basically:

MARKET OUTLOOK
Robust sector growth;
Dominance of programmatic trading;
Growth of Mobile, video and OTT/Connected TV;

COMPANY STRATEGY
Focus on differentiation and growth in three key areas:
Enhance unified programmatic advertising platform;
Grow base of data-driven engaged audience segments;
Innovate around video and connected TV advertising.

All the above, basically headlines from the Business Overview section of the annual report, with lots more detail available under those headlines in the report. The outlook statement is also worth taking into account:

"The Company anticipates continued growth throughout FY2019, led by its programmatic capabilities and augmented by its recent acquisitions. The industry is characterized by fewer, dominant, better integrated players that are able to deliver sustainable value to both demand and supple sides of the value chain. The Company now has the unique combination of technology, talent and relationships in place to scale both organic and inorganic growth as the industry continues to evolved and consolidate.
...
RhythmOne enters FY2019 in a confident position, with a product portfolio that is well aligned with industry growth trends."


I think that last statement is one of the key ones. We've seen an awful lot of posts on this board about what's happening in the ad tech world. It seems to me that the bull case for R1, without numbers, is that it's beautifully positioned to ride the wave of change. It was a (forced) early adopter of verification and filtering and as a result has established itself at or near the top of the independent industry quality and trust ratings published by Pixalate. It has made some significant acquisitions last year, which appear to propel it to the type of scale where it can not only become increasingly profitable, but also can increasingly become a home to those companies that are sub-scale and looking to be consolidated. Looking further ahead it seems success in that direction may ultimately lead to it becoming a very attractive target itself to be taken out by a telco or other large company looking to buy a ready-made AdTech business.

[football] 23/9/2018 19:18

STT why don't you email them and let them know about it or even go to a agm and tell them face to face! But then again you don't even go to agms of shares you holdEbd and Bell come to mind

[lance corporal winstanley ash] 23/9/2018 17:41

I don't agree. From what I've seen 1gw questioned your statement about you predicting that house prices fell 40%, which they certainly didn't. And from his simple question asking you to do form it - you've since thrown accusations of family gangs, divide and rule, smooth talkers and asking him to contact the FCA.

[sikhthetech] 23/9/2018 17:15

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] 23/9/2018 17:10

DataXu advancing ahead...

dataxu launches TotalTV for Advertisers






I wonder how many other customers 1R would lose this year due to their court action with DataXu???

[sikhthetech] 23/9/2018 17:09

I've got no problem with anyone reading my posts..
I'm a firm believer of allowing sensible readers to form their own opinion and allowing them to post their opinion...

I also believe sensible posters will always see the truth and see through the well written, smooth talking posts...

[lance corporal winstanley ash] 23/9/2018 17:08

Well said, Sikh! You stick up for yourself. Sounds to me like there is a big bad family gang after you! Scary stuff.

[1gw] 23/9/2018 16:45

Stt, I approve of gowlane's posts. I enjoy having rational evidence-based discussions with him and I think he has accounting expertise that I don't have.

So I don't think I have ever tried to hide gowlane's posts. What I have tried to do is expose the worst of your behaviour, including outright lies and gross distortions, which in my opinion have no place on an investor bulletin board, however naive that may seem to you.

[lance corporal winstanley ash] 23/9/2018 16:37

Well done, Sikh! That's something to be proud of.

[sikhthetech] 23/9/2018 16:08

I've put Gowlane's post in the header..
I was waiting until Football spent a nearly 2k coins....

Now let's see him trying to hide the post...
lol

[sikhthetech] 23/9/2018 15:46

says it all when 1gw thinks Barky and football are transparent...


Read Football's and Barkboo's posts and form your own opinion...

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.

[lance corporal winstanley ash] 23/9/2018 15:14

Ah, I see. He is a very bad person for questioning you.

[sikhthetech] 23/9/2018 15:02

He's famous for posting loaded BS and it upsets him so much when I don't answer his question that he keeps asking it dozens of times.....

Just like the scaffolders and the gang of multiple ids do....


The bull case for rthm is simply that those with a contrarian view MUST be wrong..

Some bull case, eh..

What is the bull case here???

[sikhthetech] 23/9/2018 14:47

Why close SupportFreeContent when the Yume deal was announced? Is it a coincidence?

Are there any skeletons in the cupboard for the new management???

[sikhthetech] 23/9/2018 14:46

really, not wanting to engage and reply to BS, loaded posts, is an admission of a fib....

Wow.. getting desperate...

[lance corporal winstanley ash] 23/9/2018 14:31

That's an admission of a fib if I ever read one!

[1gw] 23/9/2018 14:30

So it was just your opinion that you'd predicted a 40% house price crash?

[sikhthetech] 23/9/2018 14:26

Oh dear 1gw...
Losing that Cheerleader status has really hurt you, hasn't it, 1gw...

It may come as a huge surprise to you but this is a BB and everyone is entitled to an opinion..
It may also come as a surprise that readers are entitled to disagree with you ..

Why do you get upset when readers disagree with you??

Grow up....