Rhythmone Share Discussion Threads

[freddie ferret] 22/10/2018 09:45

Just so you know the facts.






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

[borgioli] 22/10/2018 09:43

Digi, if they offer me 900p next week i will gladly take it. I want to move on after more than 10 years here. As far as price goes, don't forget this has gone from current price range to well over a $1B market cap before. AIM works both ways.
Almost November, we will soon find out what Singer has planned for us.

[freddie ferret] 22/10/2018 09:42

Just so you know the facts.






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

[digitalis] 22/10/2018 09:39

Indeed!!.....

[stocky] 22/10/2018 09:34

Morning All! The question is - Why is the company appearing to allow shorters to close?

[digitalis] 22/10/2018 09:33

Morning borg.....just reading between the lines I think the way the stock has been decimated on aim through no fault of its own could hand the delisting course of action over to the hedgies.....if she stays the course £9 or 90p old money is on the table imho....does anyone really think these cowboys have for one minute thought about small shareholders before their own interests!!.....

[borgioli] 22/10/2018 09:26

Will we still get your 900p a share lowball buyout price then Digi? ;)

[digitalis] 22/10/2018 09:25

the very fact this was a reverse takeover by yume meant we we’re getting nothing then for handing our top tier company over to hedge funds....what makes anyone think Singer is gonna share the spoils from the profits with small time holders!!....
Fire it my way Eric I’m locked and loaded in the isa,s for tax free 10x bagging again

[loafofbread] 22/10/2018 09:17

Back to £2.40 for results would be my theory.

[digitalis] 22/10/2018 09:16

So all that churn Friday distressed seller into the hands of someone waiting who could name their price....which happened to be a shiiiiite price....how does a buyer set a price 40% below where we were around TU!!!!....
All I can think is delisting around the corner and some holders don’t want to be stuck with large amounts of stock while singer and his chums decide how they can rinse the rest of us out.....all this massive potential and a buyer has cash ready at 17p!!!....mmm

Just a thought as ever!

[barkboo] 22/10/2018 09:02

When a team hold a corner on any stock - they hold a lot of power....how they use that power is the problem.

[dyardley] 22/10/2018 08:57

Trust in buying/trading these shares has totally gone.All logic says this price is a steal but something isnt quite right

[dippy5] 22/10/2018 08:55

It does not look as though shorters have had much success in buying back any significant amount of shares. They must raise the price in order to close their position. At 270 they can buy small number of shares from 1gw, but I don't think they can buy meaningful amounts less than 300p. Next sol numbers will be interesting.

[loafofbread] 22/10/2018 08:54

Incredible goings on.

When we did the merger deal Rone was worth £200M and Yume $140M!

Total value this morning £130M

Thats with $40M -$50M Ebitda on its way compared to SFA a year ago.

Not so much fake news but fake share price.

Everyone is so shell shocked they can't even buy at todays give away price.

[jonc] 22/10/2018 08:42

Trust me i'm a bookie.

[barkboo] 22/10/2018 08:41

Let me tell you that the close on Friday was fake - you could not buy stock anywhere near that price.....I tried all day! lol

[football] 22/10/2018 08:38

BARKBOO why can't you post on the TLY thread ?

[barkboo] 22/10/2018 08:16

Good morning all - off piste, I have been told that Sikhthetech has posted my pleasure on the TLY thread at the collapse of the company....I have the mad man blanked from my life so will not get involved other than to say, I genuinely have no wish for investors in any company to suffer pain - I do wish to see rags that manipulate these threads.......suffer extrem agony!

It is clear that those that write together on here 24/7 with no Finacial interest and who's only aim is to get the RTHM share price as low as possible - show joy when they succeed.

They have all one thing in common - lost large sums of money! lol

The investors in TLY should do their homework on sikhthetech - if they have followed him blindly, they have a nasty shock coming! All in my opinion of course.

[jonc2c] 21/10/2018 21:10

Have our resident derampers just called a bottom and bounce? How jolly convenient!

[wheeze] 21/10/2018 18:45

Kendo you appear to share my reasons for holding.To quote Eric Cantona - 'ze seagulls zey follow the trawler (because that's where the fish are...)Lazy investing, I know but would I rather follow our two resident derampers ?

[sikhthetech] 21/10/2018 18:14

JonC, Good post..

[jonc] 21/10/2018 17:23

Fridays price action was way ahead of what i had actually anticipated.I was expecting low volume chipping away at the bid.Friday looked like a weak holder bailing out of the remnants of their holding. But the selling also attracted some healthy bidding so it might mark an end to the recent decline and herald a run up to the interims within the current range.I will be intrigued if Odier release a holding RNS in the next day or two.Any positive transparency from the BoD is likely to lead to a rerate from here.Poor Results will see further falls.