Rhythmone Share Discussion Threads

[jwoolley] 21/11/2016 17:02

That depends whose hands they go to sikhers...

If their last reduction is anything to go by, that looks pretty green with shares traded and the increase in share price....??

[sikhthetech] 21/11/2016 16:36

Alex, i think their average was mid30s...The ones they bought last year post H1 2016 were around low 20s...If they continue to reduce then it would be a red flag...

[alex1621] 21/11/2016 16:20

They might want to take losses for tax purposes, if there selling price was below average buy in. Major further selling would be an issue of course given the size of their shareholding. But agree, no reason to sell based on performance which shows steady improvement.

[fieldhouse] 21/11/2016 15:52

veni, vidi,vici.

[kendonagasaki] 21/11/2016 15:23

Forgot.Brain confirmed that the Brexit and current stays quo has not severely impacted them.There was less spending in the 2016 presidential campaign and the Olympics but there quarterly trends were still on track.They gear up for their biggest QTR and mid dec to mid February will be the slowest quarter with declines anywhere from 20-40% of year peaks.He said it was normal in the industry and that they had not suffered the dramatic falls of some of their U.S. Competitors.

[stocky] 21/11/2016 15:13

All that effort to build a near 30% stake only to start selling once eveything is in place for ramping revenues?

[kendonagasaki] 21/11/2016 15:12

Last one from me.There is an obvious leaning towards global growth.It just didn't happen under old Judy Vezemar...remember her?They seem to be keeping it low key but the questions fielded by the investment team gauged the edge and flow.This could potentially be huge, massive for 1R.They started in the latter half of August "no boots on the ground" was referenced quite a few times.9 new locations in 6 weeks and they are delivering 10%.This must have shocked them as initially this sounds really promising.They know they have to get marketing relation officers out to some key markets but a lot of it will be done via data centres that can cope with unto 7 Trillion interactions.They are concentrating on Switch on and fill at the moment and Rhythm Max is still learning the algorithms so they are on an algorithmic lag at present. As they say expand has doubled for this half and they will continue to chip away at fill rates.As I understand they will have a major demand side driven over from the U.S. they have doubled the capacity at the Amsterdam centre and continue to build on it.2017 they intend to launch into Asia Pacific and I feel they will do well, very well.They've kept it quiet for now but it's clear to see they are now quite rightly so going for global growth.More jam tomorrow? You decide.The presentation was spot on and they were confident in asking all the questions fielded and they have given away their master plan for global growth.Go team 1R.

[stocky] 21/11/2016 15:11

But Why? Answers on a postcard!

[stocky] 21/11/2016 15:07

Indeedy Tosca could be selling.

[geheimnis2] 21/11/2016 14:18

Wow! Incredible insight kendo!

[kendonagasaki] 21/11/2016 14:02

Rolls Royce of verificationOur third party verification and our own Rhythm Guard is verified by the work leading independent verification giant Pixilate.We are ranked 6th in the USA.WE are ranked 6th globally.12 months ago we were not even in the top 100.It is the highest echelon within the 100's of company's and competitors that Pixilate reviews.

[kendonagasaki] 21/11/2016 13:53

Question answered by Dan on verification.When it comes to quality content and inventory, we have the 'Best of Breed Verification' partners. Our first stage of defence is our own propriety technology which filters out and enhances our content.We have one of the best pre filtered sources within the industry and we do that at scale. ( rythymguard ).We then have third party verification partners.INTEGRAL AD SCIENCE.DOUBLE VERIFY.WHITEOPS.THE MEDIA TRUST.RISKIQ.MOAT- mobile core competency embedded into our technology.These are just some of the measures we undergo and participate in.P

[kendonagasaki] 21/11/2016 13:41

12 months ago we were not even ranked top 50?

[kendonagasaki] 21/11/2016 13:36

Where are we in the Eco -system and does it matter?How big are 1R at this current moment in time?Well 1R has become big player in just over a year!Their whole tech platform has unified the entire supply chain through supply and demand.Dan states that through 'Engaed audiences at Scale' that's the Unique, control and extended 1R has become the US's fourth biggest Ad net work exchange. ( COM SCORE ).That's correct 1R are the fourth biggest Ad Exchange network in the USA just being two small American companies named Google and Yahoo......never heard of them???1R today is not even valued at X1 revenue?Yet its peers, who we will discuss are valued at extortionate rates in the U.S.

[jonc] 21/11/2016 13:26

In that case dyardley you must believe that Tosca are not selling other wise bu default there would be an overhang.

[kendonagasaki] 21/11/2016 13:23

The Rhythm Max platform.This is now a full stack end to end exchange.It's a big deal it really is!IR now deal with Brands, Agents, Platforms, Audiences and content providers.They are able to monetise end to end and then re sweep their exhange over and over again.Brian was asked of the long term ambitions for 1R?He went a bit coy but admitted that just as Microsoft is an operating system platform, so is 1R.He goes on to say that the future is not just about ad's but any form of digital content has the opportunity to be monitised.They see their future as a content distribution site.They will be able to build or deliver through tailoring platforms to suit all marketing campaigns no matter how large or small.The ability to integrate 2nd and 3rd party applications and services will be key to drive revenue and profits.Whilst they will continue to grow the supply side and expand the demand footprint. This is all about competing with the other complete add stacks out there, the key focus will be to optimise at scale and really focus on mobile and video through 1R's platform to and continue to monitise through scale, scope and reach.

[sikhthetech] 21/11/2016 13:21

Tosca's next move would be interesting. .they bought 3 times after last year's H1..They reduced once this time...

[dyardley] 21/11/2016 13:09

An overhang and capped for a long time.

[kendonagasaki] 21/11/2016 13:04

IR on adblocking.Dan had stated that you can't ignore the fact that add blocking is here. Currently 18% of users are doing it and the 18-25 demographic will grow and continue to block more.However! It dan stated was an issue for the publisher and not 1R as they monitise after the verification of the footprint and 1R have only seen increase is sales through its verified content.

[kendonagasaki] 21/11/2016 12:57

These post are aimed at any new investors who are currently holding 1R shares or wishing to purchase 1R shares.They are intended not to ramp but give you some facts that have now been cleared up by the BOD's at 1R and to share the journey that that have clearly begun.A quick look at the P&L income $for the last 6 months and opportunities first.MILLIONS $Revenue $80.7 down from $91.3, but we were expecting there or there about.Cost of sales $50.6 down from $55.3 they are managing to grow revenue nearly 10% cheaper than LY.Sales and marketing $16.4 million down from $22.3 they are managing to spend less on sales and marketing. 27% less than LY.Research and development $10.4 million down from $13.8 they spent 25% less.General/AD $5.8million down from $6.7 they spent 15% less.Adjusted EBITDA loss of $2.5 million down from $6.8 they lost 63% less this year than last year.The decline in non program was 50%.The growth in programmatic was 45%.MEDIA AD SPEND.GLOBAL $550 billion, USA market share $323 billion.DIGITAL AD SPEND.GLOBAL $196 billion, USA market share $72 biilion.USA market spend on digital is expected to grow to $113 billion in the next five years and 1R are geared up to eat into this growth through rhythm max and have already started entering into 9 locations globally to grow the rest of the world market.

[jonc] 21/11/2016 12:56

With what do you disagree?

That Tosca are selling?

That there is now a massive overhang?

That today is Monday?

[dyardley] 21/11/2016 12:43

Volume picking up too... bodes well

[dyardley] 21/11/2016 12:35

Totally disagree, that was a very important move to 40p on Friday. Patience!