Rhythmone Share Discussion Threads

[freddie ferret] 01/10/2018 17:04

25 September 2018

RHYTHMONE PLC

DIRECTORATE AND MANAGEMENT CHANGES

Management reaffirms its outlook for H1 FY2019 and sees a strong EBITDA performance of $19-21 million up from $3.1 million for H1 FY2018

Management continues to focus on accelerating value creation and strengthening the executive team

.....................................................


H1 2019 Update

The Company is finishing the first half of the year strong with year-over-year growth in both revenue and EBITDA(1) . This upward trajectory was fueled by continued growth in programmatic platform revenues. The Company is tracking against its key objectives for the year:

-- Enhancing its unified programmatic advertising platform;
-- Growing its base of data-driven engaged audience segments; and
-- Innovating around video and connected TV (CTV) advertising.

Performance for H1 2019 is expected to be in line with management expectations across key metrics, as follows:

-- Revenue increasing by approximately 50% from H1 2018 to $170 - $180 million (H1 2018: $114.5 million);

-- Adjusted(1) EBITDA increased by approximately 600% from H1 2018 to $19 million - $21 million (H1 2018: $3.1 million).

[jonc] 01/10/2018 17:04

Don't blame me for your losses ferret.


Man up and take it on the chin.

[freddie ferret] 01/10/2018 17:02

25 September 2018

RHYTHMONE PLC

DIRECTORATE AND MANAGEMENT CHANGES

Management reaffirms its outlook for H1 FY2019 and sees a strong EBITDA performance of $19-21 million up from $3.1 million for H1 FY2018

Management continues to focus on accelerating value creation and strengthening the executive team

.....................................................


H1 2019 Update

The Company is finishing the first half of the year strong with year-over-year growth in both revenue and EBITDA(1) . This upward trajectory was fueled by continued growth in programmatic platform revenues. The Company is tracking against its key objectives for the year:

-- Enhancing its unified programmatic advertising platform;
-- Growing its base of data-driven engaged audience segments; and
-- Innovating around video and connected TV (CTV) advertising.

Performance for H1 2019 is expected to be in line with management expectations across key metrics, as follows:

-- Revenue increasing by approximately 50% from H1 2018 to $170 - $180 million (H1 2018: $114.5 million);

-- Adjusted(1) EBITDA increased by approximately 600% from H1 2018 to $19 million - $21 million (H1 2018: $3.1 million).

[freddie ferret] 01/10/2018 17:00

Check out the number of times JonC has posted on RTHM threads over the last 6 months, the man is psychotic, he does very occassionally post on TERN threads.

Clearly a professional poster sitting in his underpants in his bedroom posting like a maniac. I did say he is psychotic.

Both Bad Robot and Ninja 19 behaved in a similar manner. (Plus the sheep man cartoons.)

[sikhthetech] 01/10/2018 16:55

Progressing well!!!

In what way??

Revenue miss, broker tp reduction...

[freddie ferret] 01/10/2018 16:53

Progressing well.

[freddie ferret] 01/10/2018 16:53

25 September 2018

RHYTHMONE PLC

DIRECTORATE AND MANAGEMENT CHANGES

Management reaffirms its outlook for H1 FY2019 and sees a strong EBITDA performance of $19-21 million up from $3.1 million for H1 FY2018

Management continues to focus on accelerating value creation and strengthening the executive team

.....................................................


H1 2019 Update

The Company is finishing the first half of the year strong with year-over-year growth in both revenue and EBITDA(1) . This upward trajectory was fueled by continued growth in programmatic platform revenues. The Company is tracking against its key objectives for the year:

-- Enhancing its unified programmatic advertising platform;
-- Growing its base of data-driven engaged audience segments; and
-- Innovating around video and connected TV (CTV) advertising.

Performance for H1 2019 is expected to be in line with management expectations across key metrics, as follows:

-- Revenue increasing by approximately 50% from H1 2018 to $170 - $180 million (H1 2018: $114.5 million);

-- Adjusted(1) EBITDA increased by approximately 600% from H1 2018 to $19 million - $21 million (H1 2018: $3.1 million).

[wheeze] 01/10/2018 16:42

The numbers are probably being crunched as we speak ! Having said that, I am not convinced we will have even a squeak out of the company this side of the results in November.

[hatfullofsky] 01/10/2018 16:40

Running the numbers (and with a fair wind) we could make a small profit in H1 - which would be a significant step.

Adj EBITDA $14M
Depreciation and Amortisation $10m (est)
Exceptional $2.5M (est)

Views ?

[jarvis4] 01/10/2018 16:01

So, we have now hit the 215p level.

[wheeze] 01/10/2018 13:47

Incredible how many shares can be gently hoovered up without disturbing the price. These algos have got it down to a fine art.

[sikhthetech] 01/10/2018 12:57

It looks more like the gang have sold their latest trades..

[jarvis4] 01/10/2018 12:37

Looks like that order (or more than one?)is still being steadily filled.

Looking forward to the actual half year figures plus any other news from the company.

[dyardley] 01/10/2018 12:32

Should bounce off 200 day moving average of 215p

[jonc] 01/10/2018 12:16

Classy post berkpoo.

[barkboo] 01/10/2018 11:55

JohnnyC - your name was on every thread, thought there might be some tragic news about you..no such luck - back on filter!!

[jonc] 01/10/2018 11:36

200p by Friday?

[hatfullofsky] 01/10/2018 11:21

Running the numbers (and with a fair wind) we could make a small profit in H1 - which would be a significant step.

Adj EBITDA $14M
Depreciation and Amortisation $10m (est)
Exceptional $2.5M (est)

Views ?

[momewrath1] 01/10/2018 10:27

You know nothing, John Snow! Oops, Jonc. £3.00+ by Christmas. R1 have upward momentum.

[sikhthetech] 01/10/2018 09:47

Wheeze,

Old news.. S4 was mentioned months ago..

Why should it be any different now...

1gw - 30 May 2018 - 11:12:50 - 14300 of 16443Perhaps worth pasting this bit as well:

"The Directors of the Company understand that S4 Capital is at present in preliminary discussions regarding a select number of potential acquisitions that would fit with the strategy of building a multi-national communication services business. S4 Capital intends to target businesses focused on technology, data and content."

So whatever they're planning to do as a first acquisition, they're planning to do it fairly soon, it would appear.

[jonc] 01/10/2018 09:31

A number of suggested targets in that article.

Surprise surprise R1 is not one of them.

It is a toxic POS.

This is just rampers trying to boost the price to recoup their staggering losses.

[seball] 01/10/2018 09:14

Any takeover would be at multiples of current share price. R1 is ridiculously cheap.