Rhythmone Share Discussion Threads

[barkboo] 17/5/2019 23:42

The Pastis tastes exquisite tonight - scaffolders warned the ADVFN doughnuts that TLY was on the verge of a wipe-out two years ago - now all the rags have lost their money! lol

That is better than making money myself - not long now for the family to have that double celebration...did I mention the scaffolders are never wrong, they are very clever guys.. good health.

[football] 17/5/2019 20:30

STT you really are a nob you and your boiler room gang are the only ones that post on the totally thread apart from me55p placing and now you've talking about a 10p placing ffs!You lost almost everything here and totally is about to finish you off

[gowlane] 17/5/2019 18:39

Archy, I am just not able to call it on SFOR, so I will keep away from it!

[barkboo] 17/5/2019 16:41

Ah - sometimes life is great..TLY help! lol

[archy147] 13/5/2019 17:05

Hey Gowlane. Thanks v much for your response (have only just seen it)! I will take a good look at those..

Have you considered SFOR at all, they look an interesting one!

[gowlane] 07/5/2019 18:58

Archy,

I don’t know anything really about the shares you mentioned but you also asked for other suggestions.

A couple of stocks I got back into again recently that seem to be still hovering around at investable levels are Criteo (CRTO) and Provident Financial(PFG).

CRTO beat Q1 quarterly guidance recently but revised 2019 guidance downward and expect to be more or less flat revenue wise. They may have gone off the boil a bit as far as organic growth is concerned but they should still make say $80-90m+ in bottom line net profit and currently have £396m in cash on the balance sheet. They did an $80m buyback in 2018 – say approx 5% of shares outstanding and are planning more of the same in 2019.

Of course this is ad tech and the FANGS cast a long shadow. CRTO are considered vulnerable if Google tighten up further on tracking in Chrome for GDPRS reasons.

You can get the transcripts of earnings presentations on Yahoo finance and on the CRTO website where all that is covered in the Q&A.

PFG are fighting off a takeover bid by NSF, not quite sure how that will play out but they had a good update on Friday I thought and it looks like they are making a decent but slowish recovery.

We seem to be in an ageing bull market so not sure how all that will play out.

[barkboo] 03/5/2019 17:33

So Old, Old Mutual friends think they are Mere Global giants - when in fact they are pawns being played by those oh dier mugs.

Very nice if you get it - we get it!

[sikhthetech] 02/5/2019 14:21

sikhthetech - 26 Apr 2019 - 12:02:36 - 10016 of 10341 Taptica - TAP
Nico,

I commented on this yesterday..
It highlights the need for cash liquidity on a monthly basis and the consequences of Sizmek filing for Chapter 11 Bankruptcy...


It also highlights the need for cash liquidity on a monthly basis..and we haven't had time to assess what money is ACTUALLY coming in for rthm...



The Trade Desk took out a $200m cash loan so that it could maintain some cash liquidity...

How much cash does little old TAP/rthm will need...

No wonder rthm took out a $100m credit facility, also in 2017..

Those Industry Challenges biting...

As I've said, TAP hasn't had time to assess how much money is ACTUALLY coming in from rthm...


Sizmek's filing could have a domino affect on the rest of ad tech...



"The Trade Desk took out a $200 million loan in 2017 to preserve liquidity while it bridges inventory payments. "


But when a DSP defaults on its debt, an SSP could be on the hook for weeks or months worth of campaigns that have already served, and must make a painful choice between absorbing the losses itself or clawing back payments from publisher clients, as many of Sizmek’s creditors are now forced to do.

[barkboo] 28/4/2019 15:13

Congratulations to three friends that raised a few quid - two running the London Marathon in 3 hours 51 min and the other 4 hours 1 min.....well done guys!

[barkboo] 25/4/2019 16:38

Last hour move for BVC - very nice! Oh look the Tool has appeared!

[sikhthetech] 23/4/2019 19:31

Sizmek: the first domino to fall?

"Sizmek’s bankruptcy filing highlighted the scale of its liabilities and the shaky grounding on which ad tech firms’ financial positions are built as they front the cost of inventory before they themselves receive payment from marketers.

Axios noted how publishers on the supply-side of the digital ad ecosystem float the debts of demand-side vendors like Sizmek on a monthly basis, with the risk that a default could leave them out of pocket to the tune of millions of dollars."

[rocket fuel] 17/4/2019 23:26

Just hand yourself in, barky. They will go a lot easier on you!

[barkboo] 17/4/2019 23:18

LLOY's continue the great run - VRS have passed first base for me, second time round. NANO strong, and soon to be stronger....this investor game is really very easy.