Rhythmone Share Discussion Threads

[dyardley] 11/10/2016 08:13

Any detail with the numis 'add'?

[bennywin] 11/10/2016 08:12

Errrrr

Its a Tuesday RNS not Wednesday Barky. Wrong again

Its 37.5p not 240

Wrong wrong wrong doh!

[rocket fuel] 11/10/2016 08:12

It will be game on if she breaks resistance at 40p

[sikhthetech] 11/10/2016 08:10

gl, yes sequential growth over H2 2016 but how much of it is because of the Olympics and Presidential Election???

Fill rates are improving in the right direction...

[nickb] 11/10/2016 08:09

Very good update looking forward to hearing Brian's presentation in November.

[football] 11/10/2016 08:09

seems the market like the news

[barkboo] 11/10/2016 08:06

John John - any news from Numis?

[jwoolley] 11/10/2016 08:04

I'm quite happy with that guide to Novembers numbers and more than happy with the turnover....as I stated, anything under $80m would be disappointing....wait the full set sikhers...then you will get you cash figure....

[stocky] 11/10/2016 08:04

Well, loads of cash, New tech, M&A rife and no cash burn. Nanny is happy.

[gowlane] 11/10/2016 08:03

Yes Sikh, cash balances were a surprising omission

[cromw3ll] 11/10/2016 08:02

Happy to hold as M&A in sector have this valued way to low, and the return to profit is coming.

[gowlane] 11/10/2016 08:01

A fairly decent set of results revenue wise. Sequential revenue growth over H2 last year, how long since we have seen that. Fill rates greatly improved but CPMs trending down over last 4 quarters.

I don't see anything about cash balances, did I miss it? Cash burn depends on how much capital expenditure they will show in the full H1 results, I would think we still are consuming cash though.

So another net loss in November, $5-7m maybe?

[football] 11/10/2016 07:59

well was hoping for more but it's close but no cigar for this Rns


but for a new start-up they would be a dam good set of numbers after 6 months trading

[sikhthetech] 11/10/2016 07:58

last year's H1 TU, they mentioned cash in bank and cash equivalents of $82m
Nothing this year, so we don't know how much cash they got left..

[alex1621] 11/10/2016 07:55

Did anyone on here expect higher like for like revenue and profitability, even at adj. EBITDA levels?

[sikhthetech] 11/10/2016 07:52

No mention of cash in bank...Why not?

[loafofbread] 11/10/2016 07:50

Quite happy with that update.

As you say chalk and cheese comparing to first half last year.

A return to growth and profitable for the full year.

Finally expanding into international markets with the majority of the hard work done.

£20B of ARM cash looking for a new home.

Not a bad sales pitch to make.

(did i miss the cash level?)

[stocky] 11/10/2016 07:50

Steady set of results. $75m was a good guestimate.

[sikhthetech] 11/10/2016 07:49

Pc, do you think the last 2 month's boost came from the Olympics... if so how will it follow through to fy..

[propercharlie] 11/10/2016 07:46

45% growth in programmic revenue to $55m. 70% revenue.
last 2 months saw an EBITDA (adjusted) profit.

follow this through then 2h 2017 should be positive EBITDA maybe a breakeven for year with a profit in 2018.

[alex1621] 11/10/2016 07:42

Don't quite understand the emphasis on this year versus last year comparisons ... as we are comparing old and new business models? That comparison will have more validity next year and the following year.So I choose to focus on cash burn and profitability indicators ... not quite there yet but direction of travel is positive.

[sikhthetech] 11/10/2016 07:25

So little or no boost from the Olympics???

Revenues short of last year, despite the hugely successful Olympics and US Presidential Election..


What happened to Quancast rankings...they didn't get a mention, not surprising is it? Weren't they the company's preferred measure?

[bennywin] 11/10/2016 07:18

I would have hope for a bit more. Olympics and elections should have given a boost.
At least the cash burn has stopped .
The usual spin put in te RNS though.

[jonc] 11/10/2016 07:17

Just for kendo"lipstick and skimpy knickers on a goat"

[jonc] 11/10/2016 07:16

It was over 90m for the comparable 6 months.