Rhythmone Share Discussion Threads

[andydangerous] 07/1/2017 14:48

Updated chart from fingers xxd:

[geheimnis2] 07/1/2017 14:17

Back in the UK!

What a lovely break!

Could there be a mega bullish TU next week?

Just a thought, buffoons?

[kendonagasaki] 07/1/2017 13:09

Sorry I was not supposed to reveal just yet that tosca are buying everything in sight.They will be at 29% after new shares are issued on the market.They are confident that they can continue to buy them all at a reasonable price also as they control all the algorithms in the trading ranges.

[kendonagasaki] 07/1/2017 12:58

Bid request to 86% to 1.1 trillion!!!Sikh, the juice man from ADVFN he say NOOOOOOOOO!Why is it not 87% and 1.2 trillion?

[kendonagasaki] 07/1/2017 12:46

Tosca remain at 29%.This is a positive IMO.Due to the perk consolidation we suddenly have more shares in circulation and tosca seem more than happy to purchase more to ensure they have the most in place surrounding 1R to ensure they will see off any cheap potential bid take over.It's going to get hot under the collar very soon here!

[geheimnis2] 07/1/2017 11:16

Red or blue, loops?

[lance corporal winstanley ash] 07/1/2017 09:54

Hopefully the perk acquisition will balance out the demand side a bit. That's a huge amount of supply according to Richard Nunn. If they start monitising more of it it should be a good year for R1.

[riskblue] 07/1/2017 08:32

Thanks for the prompt Loaf. A good blog post that hints at a strong 2017.

[stocky] 07/1/2017 08:06

Thanks Loaf. I quite like the quote:-"Richard Nunn, Chief Revenue OfficerTwo things! This year was about scaling our exchange, RhythmMax – which we did. We nearly doubled the volume of supply partners and increased bid request volume 86% to 1.1 Trillion requests pcm. This encompasses ALL formats, from display to video, mobile and native, resulting in one of the only exchanges beyond Google who genuinely can trade all formats in one unified platform. The second big thing was Influencer Marketing and growing that offering not only in size but in utility – providing the only Influencer Marketing solution that amplifies content programmatically through compelling rich media and video content distribution and targeted via data-driven look-alike audiences that can across the Web."Is this the year for RhythmOne Drinks?

[loafofbread] 06/1/2017 20:14

RhythmOne review of the year.

An excellent read. (blog)

[loafofbread] 06/1/2017 20:14

RhythmOne review of the year.

Well worth a read.

[gowlane] 06/1/2017 19:28

What is missing from that RNS is the phrase that the new man takes over “with effect from . . .”

Giving the first impression that it is immediate, but on a second reading not quite clear.

Maybe this guy was available at short notice. Anyway 1R is not going to collapse or anything, they will have a system and good staff, but all very odd.

Ed would have provided internal forecasts, but it is really up to the CEO to give official guidance to the market, I would think.

SBM likes to constantly talk of profitability but these pesky qualified professional accountants and auditors kept on reporting losses, more losses and even more losses.

So is the new man supposed to change all that?

[barkboo] 06/1/2017 17:14

John John - if there had been animosity between Ed and the company....he would have been financially sorted and gone....had his palm greased!

That's how it works in business - but then again, I'm sure you know that. ffs give it a rest with Ed.

[alex1621] 06/1/2017 17:00

I'm currently in the black with this investment although I don't have much invested compared to previous holdings. I believe that when I eventually sell it will be higher than today's share price My guess is the business will be swallowed up by someone ... the new CFO is from private equity and has been involved in successful sales ... I suspect that and his previous relationship with the CEO is telling.

[sikhthetech] 06/1/2017 16:43

1gw,

"After a suitable handover period, Mr O'Connor will take over from Ed...Mr Reginelli will be available...on an as required basis for up to six months to help..."


Probably to cover a notice period??. but he won't have any say???

[sikhthetech] 06/1/2017 16:38

chart in header shows ~250k sell end of day..

[sikhthetech] 06/1/2017 16:34

loaf,

sikhthetech - 05 Jan 2017 - 20:45:24 - 2511 of 2542 RHYTHMONE - new Name, new Beginning??? - RTHM
everyone is entitled to their opinion and their position... it's their money, after all, isn't it...

The Tosca buy is a positive, especially as it was after the Perk deal was announced... they have been around 28-29% level for a while
RG buying CFDs is not really a big positive, as CFDs are a short term vehicle... maybe he sees short term upside from the Perk deal... who knows..

Will they maintain those levels after today's departure??... given we had 500k & 225k 'sells' earlier (and 175k 'buy'), maybe we'll get a rns soon...

Will they maintain those levels after Perk deal is completed and the dilution...


The CFO leaving is a big negative, especially as he's leaving just before the Perk acquisition is completed and fy is only 3 months away... the year they said they would be profitable...
DR also left before the Perk acquisition is completed and before fy results...

The 2 leaving just after Perk deal was announced and Mr O'connor suggests to me that we maybe up for sale soon... maybe near to Singer's current target...
Singer's seem to be repeating their views... reiterating...

posters have the info, read the newsflow and take your choice and don't get influenced by any poster...

[1gw] 06/1/2017 16:33

Hang on a minute.

"After a suitable handover period, Mr O'Connor will take over from Ed...Mr Reginelli will be available...on an as required basis for up to six months to help..."

So it has been announced 3 months before year-end, there is going to be a handover period before O'Connor takes over (this could easily cover close of the Perk deal I would have thought) and Ed is going to be available for up to 6 months - so taking us through all discussions with auditors over final accounts.

That's quite a well-thought out transition isn't it, if it actually works like that?

[loafofbread] 06/1/2017 16:29

Have you. I must have missed your earlier post?

[sikhthetech] 06/1/2017 15:58

we simply don't know the reason for Ed leaving but the point is, as highlighted by Alex, is the timing...

"To leave just prior to year end in the middle of a merger is, to say the least, unusual, but not in a good way."


Other posters inc gl and myself have made similar comments...

[1gw] 06/1/2017 15:39

alex - agree it's just one scenario. I also think precinct's scenario (BM fed up with challenge from his CFO and wants to install an old mate who will agree to what he wants to do) is credible. As is the scenario where Ed decided to go either because he objects to something specific that BM wants to do or is just fed up with waiting to get a place on the board.

But I choose to believe that things are going well at the moment. Maybe some wishful thinking on my part but from the mood at the AGM to the quarterly updates so far this financial year to BM's pre-Christmas tweet that someone reported - there seems to me to be a real sense that R1 is on a roll at the moment.

[alex1621] 06/1/2017 15:03

A CFO can only really make plausible forecasts in a steady state environment, much more difficult to do so in an evolving environment with a company that is closer to a start up and is radically different from the one that existed post-blog. 1gw - you're presuming that Ed was pushed due to write downs and cash forecast failures ... one of a number of possible scenarios. He might also be going because he doesn't believe in the strategy or was opposed to the Perk deal. To leave just prior to year end in the middle of a merger is, to say the least, unusual, but not in a good way.

[sikhthetech] 06/1/2017 14:40

I suspect it was more of a amicable separation... maybe his contract has a long notice period..

"who has decided to step down after five years in the role. Mr Reginelli will be available to the Company on an as required basis for up to six months to help with an orderly transition of the role."

[barkboo] 06/1/2017 14:34

Why are people guessing, "Ed had to go..." who says? The sacking is normally worded for personal or family reasons.

If ED was tin tacked, I doubt he would have offered this - Mr Reginelli will be available to the Company on an as required basis for up to six months to help with an orderly transition of the role.

Loaf - get that post out again!

[sikhthetech] 06/1/2017 14:24

1gw, good point.. that could be plausible...

"And this last point - the inability to forecast cashflow a reasonable time ahead - may be one reason that Ed had to go..."