Rhythmone Share Discussion Threads

[sikhthetech] 05/10/2018 17:13

1gw,
Was that another good week for you...

Sp lower than it was on day of TU and nearly back to your pre-TU run..

" And to think, some posters said they were expecting the share price to fall back post-TU"

I'd say the share price did in fact fall back post TU..

AS SOME POSTERS EXPECTED , would you not agree???



1gw - 28 Sep 2018 - 17:02:27 - 9089 of 9219Pretty good week then wasn't it, for the longs?

Share price closed at 214p on Monday, immediately before the TU, having run up from 192p on the 12th September.

So closing on Friday above that level, at 222p, is ok in my book, even if there's been a bit of a pullback from the high. And don't forget, Tuesday's rns announced a CFO resignation with immediate effect, which isn't usually good news for the share price.

For next week, I suppose the question is whether the market will anticipate more good news in a mid-October TU or whether things will go quiet waiting for November results.

And to think, some posters said they were expecting the share price to fall back post-TU, even without a CFO resignation.

[wheeze] 05/10/2018 16:54

Yes, I agree. A blue close. Excellent.

[jonc] 05/10/2018 16:35

Excellent week.

[jonc] 05/10/2018 16:16

Sounds as though jonc2c is speaking from bitter personal experience.

Still got that burning pain when you pee mate?

[dyardley] 05/10/2018 14:43

Definitely trying to wear down investors with this monotinous dripping of sells!Someone purchased 20,000 shares earlier. A third of the total shares traded today and already in loss...

[barkboo] 05/10/2018 14:22

Decimal points matter now - chicken feed when gangsters want 10% off on no volume. lol
The way this market operates is an embarrassment to the country.

Take the city away and plonk it in Hong Kong/Singapore - do us all a favor where it can be regulated and gangsters can be shot!!

[sikhthetech] 05/10/2018 12:03

Loaf,

"At the AGM in question the Yume deal was obviously there in the back ground (as we know from F4 timeline)"

Yes, that's the point..you previously stated they 'knew' and were stating expectations of $500m/$50m/£1 (£10 post cons)..

[sikhthetech] 05/10/2018 11:59

Wheeze,
Of course there aren't traders pretending to be holders or shorters pumping pretending to be holding but looking for the right entry to short...honest guv...

Just look at when the Scaffolders were pumping GKP, GBO NANO, XEL etc.. the share price fell soon after the pump...MOS is another classic..

Have to look at XEL where LCWA was a 'holder'..

[loafofbread] 05/10/2018 11:53

At the AGM in question the Yume deal was obviously there in the back ground (as we know from F4 timeline) They were obviously all excited by the prospects of the merger, hence the quotes at the time.

Personally I don't give a toss about the revenue as the EBITDA has held up, as 1gw has pointed out.

I remain of the opinion that Rhythmone is undervalued.

[jonc2c] 05/10/2018 11:29

By the way, the holy trinity do remind of guys who all picked up an std from the same ex girlfriend and are now so bitter that they are standing in front of her house telling everyone to keep away for their own health but nonetheless keen to get back with her a soon as she is cured given how dynamite they know she can be when she’s in the mood.

[wheeze] 05/10/2018 11:22

Btw for anyone with a sense of humour failure, that was a quote from Taken...

[wheeze] 05/10/2018 11:12

Try this Lance,To those who hold zero shares in Rhythmone I don't know who you are. I don't know what you want. If you're looking to bury Rhythmone, I can tell you they don't have money... but what I do have are a very particular set of skills. Skills I have acquired over a very long career. Skills that make me a nightmare for people like you. If you let Rhythmone go now, that will be the end of it - I will not look for you, I will not pursue you... but if you don't, I will look for you, I will find you... and I will .... you.

[jonc] 05/10/2018 10:55

Exactly gowlane.

If the story and the facts change I will pile in again.

Nothing I say has any effect on the share price.##It is all down to the BoD and their opaque RNSs

[gowlane] 05/10/2018 10:18

Of course JonC, Sikh and I have been invested in Blinkx/1R for about 20 years between us. We know this company very, very well and do not have rose tinted spectacles.

We advised caution at 50p and now look at it, struggling to touch 20p.

Stand well back still applies here!

[kendonagasaki] 05/10/2018 10:16

Plus one of them is a goat shagger.The other a liar and the last one a groupie!

[jonc] 05/10/2018 10:04

Thank you LCWA

Have a lovely day.

[lance corporal winstanley ash] 05/10/2018 09:46

I would urge all readers to bear in mind. Gowlane, jonc and sikhthetech each hold ZERO shares in rhythmone. And although they each own ZERO are the most prominent commentators on rhythmone.

[1gw] 05/10/2018 09:32

gowlane - I'm not going to argue the point that revenue hasn't come in lighter than I would have hoped from those F4 numbers - it has. But that's very different from saying they've missed their projections, isn't it? There were no F4 revenue projections for the merged company, were there?

And the fact that the profitability measure (adj EBITDA) is at least in the right ballpark, albeit still lighter than might be hoped if you take account of the targeted cost savings, is encouraging in my opinion.

And I would still argue that any rational investor must take into account the context in which those R1 and YuMe standalone projections were prepared - effectively a competitive sale process where YuMe management was trying to achieve the highest price for their company and R1 management was trying to make their bid, which largely involved R1 paper, look as attractive as possible. That is not a context which tends to lead to conservative assumptions.

[barkboo] 05/10/2018 09:21

Good post Digi!

[sikhthetech] 05/10/2018 09:14

Well 1gw, you were at the same agm as Loaf...

Are you saying the BoD lied to their shareholders at the agm or that Biffa ( loaf's id on lse) was a lie...


Biffa's post..

23rd Feb - lse

<...>
Which brings us back to the often quoted 500/50/10 which was my feed back from the AGM (seems along time ago)

The BOD are hell bent on achieving the $500m revs, $50m profit which they believe will lead to the rerating to ï¿&frac12;10+ a share. No less than 3 of the board members discussed this as the group aim. Looking at the time line they had pretty much bought Yume

[jonc] 05/10/2018 09:07

Put your teeth in digi.It will give you more grip on your rusk.

[gowlane] 05/10/2018 09:07

Ok then 1gw, we will agree to differ.

You are remarkably forgiving but I still think that they were naughty, naughty boys, a drop from $497m to $360m, from projected to likely revenues is a heck of a lot of dis-synergies.

Wonder how much Deutsche Bank got paid for that great due diligence.

Poor Barky and the Scaffolder Mob fell for it, hook, line and sinker though.

Remember he said “We are all over YuMe! They have just suffered the investing equivalent of the ice bucket challenge.

No honour among thieves these days, tut, tut.

[sikhthetech] 05/10/2018 09:04

"This was why the R1 projections were eventually included wasn't it?"


It doesn't matter WHY they were included

The point is the forecasts were in public domain, wasn't it?

[1gw] 05/10/2018 09:03

stt - to claim, without misrepresentation, that the company missed its own revenue projections in the F4, wouldn't you have to show that there was a projection in the F4 for the revenue that the merged company would generate post-merger?

Can you do that?