Rhythmone Share Discussion Threads

[digitalis] 12/11/2018 16:19

Hp wants this company crushed imho....they got the right team for the job as things look tonight.....

Ask yourself why no other company in the sector has asked to see the books!.....hundreds of millions of dollars of acquisitions and investment and not even a note shoved under the door lol

[barkboo] 12/11/2018 15:42

Yes - and we can be very grateful that Sorrell is not after us!!

[sikhthetech] 12/11/2018 15:23

Perceptual Ad Blocking Study paints grim picture

[dyardley] 12/11/2018 13:44

Unbelievably heading lower.....

[archy147] 12/11/2018 12:32

Thanks gowlane, much appreciated!

[gowlane] 12/11/2018 11:57

Hi Archy,

Good question.

However I would not think that it is looking good for FY19 revenues, despite the acquisitions.

Numis the house broker, estimated $487m in April, but the market/analyst consensus for FY19 is now down to $402m, didn’t take them long to put her into reverse gear.

Management have guided $170m-$180m in H1 so they will be lucky to do $360m in FY19 is my guess.

So it seems the same old story, I would definitely wait off until the interims are out, not sure when that will be.

[sikhthetech] 12/11/2018 11:55

Loaf,

We don't have H1 results and there was no mention of Cash nor KPIs. They have also warned of significant costs going forward...


Didn't they close some operations during H1? In which case, loss of revenues from those operations. And they changed from Market to Management expectations...

They also warned of significant costs ahead.

That was quite a lot in one TU!!


Didn't you say some of BoD at 2017 agm suggested $500m revenues for this year..
It seems like to me they will be closer to $350m than $500m...

[football] 12/11/2018 11:53

The problem is Archie stt thinks it's ok to buy growth at totally but it's a definitely no no here

[archy147] 12/11/2018 11:51

It certainly seems that way, thanks Sikh

[sikhthetech] 12/11/2018 11:46

Archy,

They are still a show me the money share... still a lack of clarity..

[digitalis] 12/11/2018 11:07

Archy you’re filtered my old mucker.....remembered your password yet?....are you one of Sikhs uncles?

[archy147] 12/11/2018 10:54

Thanks for the post about organic revenue shrinkage gowlane

The figures Sikh posts appear to back this up

Is there hope they have turned a corner with the latest acquisitions though?

[digitalis] 12/11/2018 10:15

Under normal market conditions and a balanced boardroom with a register of diversified holdings there would be many questions to answer as to why the market cap has halved under the tenure of these cowboys......
But this is now the dodge city of investment.....a league overlooked by real money...the inactivity says it all....
I suspect we have been so low for so long that some funds have dumped purely on the dire returns so balancing their books.....but that said I have a feeling someone is quietly hoovering that stock up!!

Tick tock not long now eric

[loafofbread] 12/11/2018 08:25

If they have made $20M in the first half I can't see any less in the 2nd.

2 reasons being that the joined at the hip Yume was still coming on stream, but is now
fully integrated and 2nd we have the lucrative 3rd qtr upon us. Prices are strong and other sector results are fair.

Last time I looked $40M increase in revs results in $10M PBT uplift.

Finally a streamlined, geared play which we have been waiting for.

[jonc] 12/11/2018 08:23

Typical R1 start to the week.

[football] 12/11/2018 08:22

Once STT is up and back from the school run will get your 3 votes down straightaway seems the boy may have more than one login

[football] 12/11/2018 08:10

So STT is it 3 ids you have as every post you get seems to have 3 votes up and everyone you don't like gets 3 votes down

[barkboo] 12/11/2018 08:00

Two thumbs down in a few minutes - a good sign!

Remind me - who elected the submarine?

[barkboo] 12/11/2018 07:49

Morning all - last chance saloon for May this week, perhaps she will finally realise the importance of the will of the voters/people, and place it above her own political ego?

She has been a disgrace to this Country imo.


FTSE should open at least 50pts up and strong on the tech sector - whether that will help RTHM against the aim force today is another matter. The Company management should react at some point at this share price opportunity ..let us hope the prelims will be the start of the sting by Singer an Co.