Rhythmone Share Discussion Threads

[precinct14] 06/12/2016 09:30

These Perk apps look like they're going to be real money-spinners. JetPack Journey....wow....Brian strikes gold yet again:

hxxps://www.perk.com/#perk-apps

[leluot3] 06/12/2016 09:27

Well well

Geheimnis has a great memory

will it be 15p or 240p?

now which is closer?

Difficult one for the idiot geheimnis to work out!

[kendonagasaki] 06/12/2016 08:47

Yep footy,If tosca weren't in agreement they would have started dumping shares IMO?Another 4 weeks to go I suppose.Are tosca happy with dilution?

[geheimnis2] 05/12/2016 21:26

Hairdressers hoovered up JOUL at sub 190p this morning

Just thought you buffoons might be interested?

[geheimnis2] 05/12/2016 21:12

Anyone remember loops piling into AVN and GBO off the back of some tip sheet?

She does pick em!

Bless.

[geheimnis2] 05/12/2016 20:34

Just a thought kendo?

[sikhthetech] 05/12/2016 20:33

BM said in H1 results...

"The strong traction gained with Core products, now enables us to accelerate the planned drawdown of Non-Core product lines, and explore acquisitions in order to augment our strategic capabilities and catalyze financial performance in the second coming of ad tech - characterized by fewer, fully integrated players that deliver scale, scope, reach and effectiveness to advertisers and publishers alike."




How does the Perk acquisition augment their strategic capabilities"... More like Perk's acquisitions weren't producing the results they desired so they were looking for a white knight..
The acquisition suggests that 1R platform wasn't producing the results so they need to diversify...

The drawdown of non-core products... but they've just acquired some more non-core products..

It's good they didn't use cash, there'll need it to cover more non-core costs soon...

[geheimnis2] 05/12/2016 20:02

Keep an eye on joule btw

[geheimnis2] 05/12/2016 20:01

I wonder whether perk will generate cash next year

It should do

[jarvis4] 05/12/2016 19:49

So, in Jan 2017 1R will be paying $42.5m for a loss making company that might, by 31/12, turn over $70m. In essence one loss making company is looking to buy another loss making company with a view to forming a profitable company. Given the poor record of BLNX on acquisitions I am inclined to reserve judgement here.

The positive points for me are that the cash pile has not been eaten into as it may well be needed. Also, this would not be going ahead without Tosca's approval. I understand now why the share price has been held around 38p. It may well still be held here if Tosca want to get back to 29%.

The January update - particularly any forward guidance, should be interesting.

[geheimnis2] 05/12/2016 19:47

Hi barky

Is it possible the scaffolders will upgrade their price target above 240p now?

[alex1621] 05/12/2016 19:32

1gw ... I hope so. Will be interesting to see what the next set of numbers look like. I'm keen to see a cash positive business.

[leluot3] 05/12/2016 19:18

Yes that helps

Market just loves the acq - share price tumbles from morning spike!

Ooohhh dear

The royal flush heading back to 30p

well done you guys - 9 years of trolling and you've reached the same place you started at!


Hey remember.... Blinxy!!!!

'On the cusp of greatness'!!!!!!!!!!

On the cusp of extinction!

[jarvis4] 05/12/2016 18:43

BARKERS - 421 was a 'from the hip' view without deeply looking into the detail. Have been out all day so plan to go through it this evening.

[geheimnis2] 05/12/2016 17:48

Hairdressers are very positive about the acq and have upgraded their expectations?

Hope that helps

[football] 05/12/2016 17:35

05 Dec 16 N+1 Singer Buy 37.50 56.00 56.00 Reiterates
05 Dec 16 Numis Under Review 37.50 - - Under Review

[1gw] 05/12/2016 17:35

I don't think I said I thought the acquisition was a good investment did I? I meant to say that I thought from the way the Q&A went around accretion the analysts would come away happy i.e. I thought there was a reasonable chance they would come out more bullish about R1's prospects than they went in. So I wouldn't be surprised to see some price target upgrades.

In terms of whether it's a good investment I really don't know. I was afraid they were set on another acquisition but I would rather they had proved they can make money from the underlying business first. I am concerned about the presentation of Perk's accounts - too many restatements/revisions and one-offs to feel comfortable. And of course R1's track record on acquisitions speaks for itself, and not in a good way - I can only hope that some of the relatively recent senior appointments have brought some proper challenge to the assumptions before the price was agreed.

It will be a while before we can tell I think whether this is the right match of supply side with programmatic platform and whether Perk apps can be brought to a receptive international audience with minimum additional cost. Over the near-term though I am hopeful that analyst upgrades will appear and then the early January trading update (covering the "seasonally strong" quarter) will provide a (further) boost to the R1 share price.

[alex1621] 05/12/2016 16:55

Correct about the acquisition being a good investment. As for analysts, especially those covering R1, they call things wrong often. My personal view is that it is nigh impossible to judge this one, so I'll wait and see how it impacts sales, cash flow and profits.

[sikhthetech] 05/12/2016 16:22

benny, funny you say that... that was the 1st thing that came into my mind this morning..

the old blinkx with their pricecheep, skyrocketplayer, verti tech with the apps, pinball - search extenstions, adware... which they supposedly disposed off so as to concentrate on the new super ad exchange platform, clean, filtering...

Old BM couldn't resist - first with supportfreecontent now with Perk...

[bennywin] 05/12/2016 16:12

All reminds me of the old Pinball stuff.

[geheimnis2] 05/12/2016 15:30

Would a rousing MOOOOOOOOO!!!! be appropriate at this juncture?

[football] 05/12/2016 15:17

So as John John said if 1R is a buy or a sell yet?