Rhythmone Share Discussion Threads

[barkboo] 23/10/2018 18:40

Digi - I am pretty confident that this will be the star of you portfolio as well as mine...it has work to do on a couple of my other investments to be the star...but I would still make RTHM odds on for the top spot!

[digitalis] 23/10/2018 18:00

Good post barky....I’m furious this is happening to such a prospect and this should be the star of my portfolio

[digitalis] 23/10/2018 17:57

What’s keeping the buyers away after such promise in the TU..?
The big one for me is a delisting and having your finances locked up....
A sniff of an acquisition R1 can’t really afford?
An unhealthy control and not so diversified board all closely linked to Singer/Viex..?
The Edelman affair is put to bed and was exposed for what it was so no overhang from that....
Close past links to Autonomy with an ongoing wrestle with hp...mmm seems a stretch.....
Brexit..?...lol

Open to suggestions...what ever is the reason this has enabled the mm,s to move R1 down like a slab of concrete dropped off a pier.....

[freddie ferret] 23/10/2018 17:02

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] 23/10/2018 17:02

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] 23/10/2018 17:01

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

[sikhthetech] 23/10/2018 16:02

all those industry challenges/changes mentioned by the posters on here last year...
a year of drastic changes and facing the CONSEQUENCES of those changes, AS EXPECTED...



It has been a year of drastic change for the online publishing and ad tech industries and we are bracing for even more changes before 2018 comes to a close.


But so much has been forced on the industry. It's been shake-up after shake-up with publishers and ad tech scrambling to comply in order to keep their heads above water.

The only conclusion you can draw right now, looking at the big picture, is that it's complicated.

[jonc] 23/10/2018 15:15

Dream on footers.It is good to dream.

[football] 23/10/2018 15:12

Johnny boy it doesn't matter how many I have it still more and then your one




So STT do you have multiple ids yes or no

[jonc] 23/10/2018 15:07

Footers a simple question to you because the answer is not obvious.Do you have multiple brain cells or just the one?

[football] 23/10/2018 15:00

STT do you have multiple ids yes or no?



Easy one to answer don't need to spam your thread just need to answer truthfully




Yes or no!

[jonc] 23/10/2018 14:54

I am concerned about berky.After missing his buying opportunity on Friday I thought the old fraud would be here today being smart and filling his boots with wise purchases below the levels of Friday.Has his Missus pushed him into a vat of fig jam?

[loafofbread] 23/10/2018 14:42

Marks average was about an 8X increase in share price from when he gets involved to exit.

(happy for 2X for starters)

[loafofbread] 23/10/2018 14:41

I have plenty of shares on my monitor that have done just as badly as Rhythmone over the past couple of years, so it's not just us that have been shat on.

1gw,

we have had very little selling to take us down, but what gets me is the lack of buying.. by anyone. (Marks fan club?)

Perhaps we will get a holding RNS today to clear up Fridays trades.

[digitalis] 23/10/2018 14:37

Sikhers is a cad....his forked tongue lured punters into tly now he’s wanting sympathy for being an unfortunate tly investor lol....the sooner that ship goes down then one of the icy hands that has messed with R1 via advfn may be released.....

[jonc] 23/10/2018 14:36

Yes please.

[loafofbread] 23/10/2018 14:35

Stt,

Verizon have just posted lower revs for Oath and reduced revenue forecasts going forward.

Do you want a link to their BB to help the investors?