Rhythmone Share Discussion Threads

[1gw] 18/10/2018 19:16

"The reports of DataXu seeking an exit come as Sprint sold the assets of its mobile advertising unit to InMobi,and well-positioned sources tout another glut of mergers and acquisitions activity before the end of 2018."

[sikhthetech] 18/10/2018 19:02

"Hence 1r having to take them to court to get payment."

is that why 1R paid DataXu?

[1gw] 18/10/2018 19:00

"The reports of DataXu seeking an exit come as Sprint sold the assets of its mobile advertising unit to InMobi,and well-positioned sources tout another glut of mergers and acquisitions activity before the end of 2018."

[freddie ferret] 18/10/2018 18:56

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).

Mark Bonney, President and Chief Executive Officer said:

"We are excited to have Mark join the team and believe this addition brings a level of experience and sophistication to our finance team that will greatly contribute to the future success of the Company and our continued execution against our financial plan. Together with the addition of Mark and our strong H1 2019 performance, we believe we are well positioned to deliver further strong performance in FY2019."





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seball - 09 Oct 2018 - 12:26:39 - 246 of 346 RhythmOne - All New 2018 And Beyond - The Rampers Thread - RTHM
Let us remind ourselves of how undervalued R1 is.

N+1 Singer Note

Alongside the CFO change announcement, RTHM included a compact update on trading. While H1 revenues are off plan (weak Performance market and integration disruption), lasting effects look likely to be modest and the biggest implication of H1 EBITDA guidance is that costs have been reduced much faster than expected, providing comfort for the full year. EBITDA looks set to continue to soar and investors are likely to focus on H1 19 EBITDA progress; c$20m compares very favourably with $3.1m in H1 18 and $14.0m for all of FY18. Our new FY19 forecast is for $48m. The stock trades on just 3.6x FY19 EV/EBITDA. We adjust our TP to 533p (was 730p) implying investors can more than double their money. BUY



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seball

9 Oct '18 - 17:40 - 259 of 351
0   2  2



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
freddie ferret
17 Oct '18 - 17:14 - 7021 of 7060 Edit
0 0 2
Not quite sure what happened there the page expanded somewhat

[freddie ferret] 18/10/2018 18:54

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).

Mark Bonney, President and Chief Executive Officer said:

"We are excited to have Mark join the team and believe this addition brings a level of experience and sophistication to our finance team that will greatly contribute to the future success of the Company and our continued execution against our financial plan. Together with the addition of Mark and our strong H1 2019 performance, we believe we are well positioned to deliver further strong performance in FY2019."





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



seball - 09 Oct 2018 - 12:26:39 - 246 of 346 RhythmOne - All New 2018 And Beyond - The Rampers Thread - RTHM
Let us remind ourselves of how undervalued R1 is.

N+1 Singer Note

Alongside the CFO change announcement, RTHM included a compact update on trading. While H1 revenues are off plan (weak Performance market and integration disruption), lasting effects look likely to be modest and the biggest implication of H1 EBITDA guidance is that costs have been reduced much faster than expected, providing comfort for the full year. EBITDA looks set to continue to soar and investors are likely to focus on H1 19 EBITDA progress; c$20m compares very favourably with $3.1m in H1 18 and $14.0m for all of FY18. Our new FY19 forecast is for $48m. The stock trades on just 3.6x FY19 EV/EBITDA. We adjust our TP to 533p (was 730p) implying investors can more than double their money. BUY



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



seball

9 Oct '18 - 17:40 - 259 of 351
0   2  2



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
freddie ferret
17 Oct '18 - 17:14 - 7021 of 7060 Edit
0 0 2
Not quite sure what happened there the page expanded somewhat

[freddie ferret] 18/10/2018 18:52

Do Sikh and JonC sleep together?

[lance corporal winstanley ash] 18/10/2018 18:32

That was the word that they were running low on cash. Hence 1r having to take them to court to get payment.

[dagsteeth] 18/10/2018 18:20

Dataxu have been put up for sale. $300m target. Gca advising. In the Wall Street journal

[barkboo] 18/10/2018 17:56

The bid on TLY 18.60p..worthless - the news must be out any day soon......orgasmatronic!

[sikhthetech] 18/10/2018 17:05

Midas,

Yes a real possibility the BoD are looking to sell.. quick I would have thought before any skeletons are made public...

What you think, 200p??

[sikhthetech] 18/10/2018 17:03

JonC,
lol...

He needs stronger... he posts as if he's high on drugs....

[sikhthetech] 18/10/2018 16:59

JonC,

The gang don't filter... they're rattled by the industry newsflow...

[football] 18/10/2018 16:51

JONC DOES NOT HOLD ANY SHARES IN RHYTHONE BUT BASH'S 24/7 365 DAYS OF THE YEAR WHY?

[jonc] 18/10/2018 16:46

Why does it bother you?

Why not filter him if you don#t want to read his comments.

Bloody snowflake.

[jonc] 18/10/2018 16:42

Calm down dear.

Have a nice cup of strychnine.

[football] 18/10/2018 16:41

JONC DOES NOT HOLD ANY SHARES IN RHYTHONE BUT BASH'S 24/7 365 DAYS OF THE YEAR WHY?

[football] 18/10/2018 16:40

STT DOES NOT HOLD ANY SHARES IN RHYTHONE BUT BASH'S 24/7 365 DAYS OF THE YEAR WHY?

[jonc] 18/10/2018 16:34

Calm down dear.

Have a nice cup of tea.

[football] 18/10/2018 16:32

STT DOES NOT HOLD ANY SHARES IN RHYTHONE BUT BASH'S 24/7 365 DAYS OF THE YEAR WHY?

[midasx] 18/10/2018 16:29

Preparing companies for sale, which usually involves cost cutting would appear to be a speciality!



Mr. Mark J. Bonney has been the President and Chief Executive Officer at YuMe, Inc., since May 2018. Mr. Bonney has been Chief Executive Officer, President and Executive Director of RhythmOne plc since May 29, 2018. Mr. Bonney has been an Independent Director of SeaChange International, Inc. since August 17, 2017. Mr. Bonney served as the Chief Executive Officer and President of MRV Communications, Inc., since December 15, 2014 until its sale in August 2017. Mr. Bonney has been the Chief Executive Officer of MJB Consulting since March 2002. He has been the Managing Partner of Endeavour Advisors, LLC since April 2004. He served as the Chief Executive Officer and President at On Board Advisors LLC from January 2013 to August 2014. From March 2010 to November 2012, he served as Chief Financial Officer and Executive Vice President of Direct Brands, Inc. From February 2008 to March 2010, Mr. Bonney served as Vice President and General Manager of the Authentication Solutions Group at JDS Uniphase Corporation (“JDSU”). He served as the Chief Financial Officer and Executive Vice President of MRV Communications, Inc., from August 25, 2014 to December 2014. He served as Chief Financial Officer, Executive Vice President and Secretary of American Bank Note Holographics Inc., since June 2005 until its sale to JDSU in February 2008 and served as its Principal Accounting Officer. Mr. Bonney served as the President and Chief Operating Officer of General Dynamics Global Imaging Technologies, Inc., from August 1999 to March 2002. He held various positions, including Vice President of Operations, Vice President of Finance and Chief Financial Officer of Zygo Corporation from March 1993 to August 1999. At Black & Decker and later with Zygo, Axsys and Direct Brands, he held financial and management roles leading up to Chief Financial Officer and President and Chief Operating Officer. He has over 35 years of experience as a senior executive officer and has held a variety of roles that include Chief Executive Officer, Chief Financial Officer and Chief Operations Officer - in both the United States and internationally, as well as several directorships of public and private businesses. He founded and Chairman of the Angel Investor Forum. He serves as Chairman Emeritus at the Community Health Center, Inc. served as its Chairman. He has been an Independent Director of Zix Corporation since January 1, 2013. He serves as a Director of ThreeCore, Inc. He has served as a director of Axsys, ASearch LLC. Mr. Bonney serves as a Director of Community eConsult Network, Inc. He served as a Director of MRV Communications, Inc., since April 9, 2013 until August 2014. He served as a Director of Sigma Designs, Inc., since August 7, 2012 until August 20, 2015. He served as a Director of General Dynamics Global Imaging Technologies, Inc. since 2001 and American Bank Note Holographics Inc., (ABNH) from February 2003 to June 2005. He served as Director of Community Health Centers, Inc. and On Board Advisors LLC. Preceding his appointment at the Company, Mr. Bonney has held the following directorships in companies that went into receivership: DB Media Distribution (formerly Columbia House Company Canada - DVD/CD clubs; DB Media Distribution, Inc. (formerly Doubleday Canada Limited) - Book clubs; and CH LLC Canada and CH Sub LLC Canada - Holders of partnership interests in DB Media Distribution. Mr. Bonney holds a BS in Business Administration and Economics from Central Connecticut State University and an MBA in Finance from the University of Hartford.

[kendonagasaki] 18/10/2018 16:15

Better an idiot be than to be a goat shagger such as thee.You abominable deviant.