Rhythmone Share Discussion Threads

[sikhthetech] 16/11/2018 14:39

Loaf,

How much do 1R earn from TTD? - you claimed them to be the largest partner..



loafofbread - 10 Aug 2018 - 09:28:57 - 16008 of 16474 RhythmOne - 2016 a new beginning - RTHM
Storming numbers from the trade desk last night. Our biggest partner i believe. Now worth $4b on $400m revs!

[loafofbread] 16/11/2018 14:31

gl,

Bloody right.

[gowlane] 16/11/2018 14:20

Agree, what a gutsy display by Theresa May in Parliament yesterday.

Dont mind the opposition but some of her own lot seemed like a bunch of petulant unruly schoolboys, and hardly any voices in support.

Hopefully on reflection sanity will prevail as she seems to be making a decent job of such an impossible task.

[sikhthetech] 16/11/2018 14:19

Have a look at The Trade Desk Partners...

1R/Yume are NO longer listed as a partner. Can you see them? The website might be wrong, who knows?


Index Exchange & Rubicon are still listed - they showed transparency after 'bid caching'/fees..

[sikhthetech] 16/11/2018 14:16

gl,

"Anyway customer retention is claimed to be over 95%, which certainly looks impressive."

Yes.. what about their partners??

Post #9691 when you and JonC were questioning fallout of DataXu court case and my post below..


Have a look at The Trade Desk Partners...They were listed before the website was updated.

1R/Yume are NO longer listed as a partner. Can you see them?


Index Exchange & Rubicon are still listed - they showed transparency after 'bid caching'/fees..




Question is...
Is it a mistake by TTD in that their web page is wrong?.
IF TTD did ditch 1R, was it because of the DataXu court case or move to fee transparency?

IF 1R have lost TTD as a partner, that will have a huge affect on revenues going forward.


Don't tell the rampers though, they'll just say that TTD were hopeless and 1R ditched them to save money....



sikhthetech - 13 Apr 2018 - 16:09:34 - 7057 of 9700 RHYTHMONE - new Name, new Beginning??? - RTHM
"The only winners are the lawyers."

Absolutely.... exceptional costs for year just finished...

Plus loss of DataXu and possibly any others who may have followed the story...

Ad tech companies do talk to each other.. and Cannes is around the corner...

[gowlane] 16/11/2018 13:21

Sikh, I have just had a look at the Trade Desk after their recent Q3 results.

They seem to be keeping up the pace, guiding $464m for full year revenues, so 50% ahead of 2017.

According to Motley Fool they have a trailing p/e ratio of 77, so it is not really my kind of stock, as a measure of downside protection is what I look for these days.

Wonder what their competitive advantage is, do they have new technology?

They talk about connected tv but I have read elsewhere that tv ad campaigns are planned and slots booked months in advance, and not really suited to this split second auction business.

Anyway customer retention is claimed to be over 95%, which certainly looks impressive.

[greenpastures2] 16/11/2018 12:18

Well said precinct14. I think some people still hark back to the days when we could send in a couple of ships of the line and make others bend to our will.

The EU is a legal entity. We can't expect to get all the advantages of being in the EU and not be subject to the obligations of membership. If our trade with the EU is important for our prosperity we have give on something.

[barkboo] 16/11/2018 11:37

All Government whips have been told to cancel all engagements today and return to London.

Looks like a little discipline required, or trouble?

[sikhthetech] 16/11/2018 11:29

gl, good point..

Have you looked at The Trade Desk?

[jonc] 16/11/2018 08:16

666.Yikes!!!

[stocky] 15/11/2018 23:33

With our booming manufacturing industry, non-reliance on services primarily to the EU and impeccably transparent and clean financial markets, what could go wrong?

[greenpastures2] 15/11/2018 22:01

I doubt we will become a European Singapore. People will vote in a Corbyn Government to stop that. Can you see people giving up the NHS and relying on private health insurance and other state benefits? It won't happen.

The EU will be our closest market, large and generally wealthy. Throw that away at your peril.

[gowlane] 15/11/2018 21:27

Yeah, probably past its heyday Sikh, but there still seems to be an awful lot of decline baked into that share price

They are guiding for full year revenues to fall by up to 1%, margins to come down about 1.5 percentage points.

Sorrell claims that Buffett offered 925p for it back in 2012, revenues are 40% greater now, and the dollar much stronger. So come on Warren!

Anyway no advice intended!

[sikhthetech] 15/11/2018 20:59

gl,

WPP, interesting... the potential downside could all be in the share price but I think the market considered Sorrell and WPP as one...
I think a lot of customers are likely to continue to follow Sorrell and WPP might decline over time...
Saying that, I still think WPP is lower risk than 1R...

[sikhthetech] 15/11/2018 20:50

"It's only the share price that doesn't follow the rules"

What rules are these?...


1R issue a vague TU, without NO mention of cash..
The CFO resigns immediately..

So that's 3 CEOs and 2 CFOs within about a period of a year..

The expectations are changed from Market to Management, which are most likely lower..

The company warns of significant costs ahead...


That's a lot in 1 short TU, isn't it??


Unlike on previous occassions following a TU, the House Broker, Numis DOESN'T publish any follow up notes..



"These and other risk factors are discussed in "Risk Factors" of RhythmOne's Annual Report on Form 20-F filed with the United States Securities and Exchange Commission on July 31, 2018, a copy of which can be found at www.sec.gov."




Numis:

[loafofbread] 15/11/2018 20:41

sikh,

If you followed the story you would know my point of contact is elsewhere in the company and I was 100% straight with my posts.

It's only the share price that doesn't follow the rules and perhaps your good self?

[gowlane] 15/11/2018 20:38

That will cost them I would say, still small change to WPP.

[football] 15/11/2018 20:27

jarvis4 ever thought about running for office? We should of said two years ago WTO rules and leave it up to the EU to offer us concessions or make a deal and put the ball in their court rather and us working to a deadline.

[football] 15/11/2018 20:23

WPP won't have any money left and the share price will get hammered once all the lawsuits coming for sacking all the white men in the company just because of their colour.