Rhythmone Share Discussion Threads

[jonc] 02/10/2018 08:09

....and so the chart pattern repeats again.

This is looking terminal.

What is the cash position?

Did the TU mention cash?

Bad debts?

[jonc] 02/10/2018 08:04

Wow!!!!!!!!!

[jonc] 02/10/2018 08:03

Timber!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

[jonc] 02/10/2018 08:02

210p bid!!!!

Looks as though 200p could go today!!!!!!!

[jonc] 02/10/2018 07:43

Morning rampers.

[loafofbread] 01/10/2018 22:15

Last time i looked at the broker forcasts they had $420M penciled in so the current
$390M with a slight drop in Ebitda, is hardly the disaster you make it out to be.

[seball] 01/10/2018 21:57

Whitman Howard

Today R1 has announced a positive trading update and the continued restructuring of the business with CFO Ed Reginelli resigning and being replaced by Mark Zorko. This is consistent with continued execution of R1 financial plan focused on accelerating growth and profitability. We retain our Buy and 770p price target.

[gowlane] 01/10/2018 21:28

The problem facing RTHM right now is that underlying revenue growth is generally seen as the ultimate driver of future profits in ad tech.

That was a large part of what the analyst / broker notes were beating the drum about here, but alas those dreams have been shattered.

We have just had revenue projections shrinking by 25% in the last 9 months alone, if you take $360m-$380m as the new credible target for FY19, versus $480m in the recent F4 projections.

That must raise all kinds of questions about the viability of the business going forward.

So where is the forecast adjusted ebitda going to come from?

Sharply increased margins would probably be preferable to drastic cost cuts but in the absence of revenue growth they both look like providing a one off and possibly short term boost.

RTHM is currently valued at £169m, which seems pretty high for such a perennial lossmaker.

We will see what comes out of the H1 report in November. Meanwhile the best policy here seems to be to stand well back from this falling knife!

[wheeze] 01/10/2018 21:24

Trading this is a mugs game. Big players looking to pick up stock. I expect an RNS sometime soon....

[sikhthetech] 01/10/2018 21:10

"The only folk who are going to make money are those who buy and hold for the long game."

Like the ones who held when the share price went to 50p (pre cons) last year..before it's long decline...

Did you see one of the brokers has reduced their tp to around that sp, one year on...

Last week was a good week for traders..

[sikhthetech] 01/10/2018 21:05

Wheeze,

Read the posts just prior to the TU..
See how active the traders gang were just prior to it.. then there were posts on how good the TU was...
Now nothing..

[1gw] 01/10/2018 20:32

I would have thought the comment below would have been a better fit with the share price chart and bulletin board activity on TLY?
----------------------------------
sikhthetech 1 Oct '18 - 12:57 - 6843 of 6850 0.010000 2 1
It looks more like the gang have sold their latest trades..

[wheeze] 01/10/2018 20:30

Sikhthetech, if you think that R1 is a traders share, I believe you are very much mistaken. The only folk who are going to make money are those who buy and hold for the long game.

[kendonagasaki] 01/10/2018 20:26

If you turn the screen the other way, i have just had two thumbs up?Thank you.

[kendonagasaki] 01/10/2018 19:18

Tosca own here as well as Sorrells new adventure.We will soon be sold into it imo.

[sikhthetech] 01/10/2018 19:13

Ff,

The share price when TU was announced opened at 218p..
A week later the share price is 215p...

A good week for traders...

[jonc] 01/10/2018 19:06

LOL

There are no profits.

Of course if you acquire a business and exclude the cost of buying it from the adjusted EBITDA then adjusted EBITDA will rise.

It's a con trick.

[football] 01/10/2018 19:01

3 of the 5 threads were setup wrong and were not read and write wear i could Ban posters just like the way you ban lots of posters STT





for you STT

7 US RANK

[freddie ferret] 01/10/2018 17:43

It is always worthwhile keeping an eye on cash.

[freddie ferret] 01/10/2018 17:42

So long as profits continue to rise I am happy.

[sikhthetech] 01/10/2018 17:41

Ff, no mention of revenue miss..
No mention of cash nor KPIs..

[sikhthetech] 01/10/2018 17:08

Ff, JonC's been right, hasn't he..


What do you make of Football's 5 threads banning those with a contrarian view? Desperate or what?

[jonc] 01/10/2018 17:07

Turnover fell on a like for like basis.

Do you agree?

If not why not?

Make my day punk.

[jonc] 01/10/2018 17:05

Why repost that old rubbish.

A misleading RNS.

Turnover fell on a like for like basis.

Do you agree?