Rhythmone Share Discussion Threads

[barkboo] 18/1/2017 13:17

I do not know any posters personally on any RTHM thread - I judge people on here with how they express themselves, how they respond, how they behave..and their kindness to others.

John John - you are not in the same league as Digi, Jarvis and the rest of the family....I am also very surprised in Gordon's comments, judgemental on little evidence.

It takes all kinds - but I am particular with the company I keep.

[football] 18/1/2017 13:13

is a profit with an "adjusted EBITDA" a profit or not in the eyes of the market?


and is the money in the bank still....



so does it make 1R cheap or not.......................






STT still have all them fake links and news in your header of TLY which are more tham a fast one...

[1gw] 18/1/2017 13:05

Maybe a reconciliation of adjusted [edit] EBITDA to bottom line loss would be helpful. For 1H I think it stacks up something like this:

$million
+80.7 Revenue
-50.6 Cost of sales
-32.6 Opex excl. D, A, non-cash compensation
-----
-2.5 Adjusted EBITDA
-1.4 Share-based compensation
-1.7 Acquisition & exceptional costs
-2.7 Amortisation of purchased intangibles
-2.5 Other non-cash opex (D +?)
-----
-10.7 Loss from operations
+0.2 Other (mainly net finance income)
-----
-10.5 Loss before tax
-0.4 Tax
-----
-10.9 Loss after tax

As you can see there's a lot of costs to account for after adjusted EBITDA before you get to the bottom line. Some are real costs to the shareholder (e.g. paying the management in shares/options, acquisition/exceptional costs, tax). Others are non-cash such as "amortisation of purchased intangibles" which is spreading the cost of past acquisitions out over a number of years to avoid a big hit to the accounts when an acquisition is made.

Errors excepted.

[football] 18/1/2017 12:44

1gw it's all smoke and mirrors with 1R but even at break even and money in the bank we still seem cheap to Rubicon

[1gw] 18/1/2017 12:39

Football, you need to asterisk and footnote your profitability word when you make a statement like that!

As far as I can see, 1R is likely to be profitable only in "adjusted EBITDA" terms this year.

Gowlane estimated full-year loss at around $20m including Perk, while I estimate a pre-tax loss of something a bit less than $20m excluding Perk. I think this is consistent with being slightly positive in adjusted EBITDA terms.

As a reminder, in 1H, R1 made a loss of $11m on revenue of $81m. Adjusted EBITDA was -$2.5m for 1H and they are still guiding to being "profitable" in adjusted EBITDA terms for the full year.

In the first 9 months of its financial year (i.e. Jan-Sep 2016), Perk was at breakeven thanks to some one-off gains and was also positive in adjusted EBITDA terms ($3m).

[football] 18/1/2017 12:17

“Even at less than a $400 million price tag [Rubicon’s market cap]

so what price 1R with money in the bank and now making a profit?

[sikhthetech] 18/1/2017 12:01

With Rubicon Project For Sale, Its Competitors Weigh In

[geheimnis2] 18/1/2017 11:57

Lol touchy subject eh, Alex?

Bet you smell lovely in the morning pal!

Lol...as ever....just a thought?

[geheimnis2] 18/1/2017 11:29

Lol bet you know all about golden showers in Thailand, Alex?

Just a thought of course?

[sikhthetech] 18/1/2017 11:22

Barky,
yes Digi and Gadgie were instrumental in getting you and your mates to buy Blinkx/1R... do you do everything anonymous posters say, without any research, or are they good mates of you and your other mates on here...



BARKBOO18 Jan '17 - 08:37 - 4242 of 4247 1 1
Pinky Pants - Digi and Gadgi were instrumental in myself and friends getting involved with this stock....we have a lot to thank them for, and I have many times.

<...>

[alex1621] 18/1/2017 11:04

Yes, the "Dark Lord" returneth, he's rediscovered his mojo in this new age of post-truth, an ideal environment for those that eschew experts and research based commentary. What a "golden shower" his acolytes are!Where's Silkstag when you need him?

[leluot3] 18/1/2017 10:56

Funny how Pooman has a vast collection of past posts but doesn't have the digi blunders in them!!

We all remember the Foul mouthed idiot that some are trying to welcome back - lets face it the family is almost defunct!

Great post gw - a touch of reality that this thread needs. We should all be grateful for your research and leadership!

[1gw] 18/1/2017 10:06

Ah yes, the great investor digi, well known for his thorough research. Shameful (imo) that some here are trying to rehabilitate him.

This was what he said on adventis just 3 weeks or so before that company released an rns saying that "the Directors consider that it is probable that there is no value in the Company's ordinary share capital." And silkstag was a poster who was trying to highlight some issues about the accounts (i.e. doing actual research and sharing it). I do believe some posters on this thread picked up some tips from him on how to deal with rational posters raising legitimate questions.

digitalis 24 May'12 - 17:51 - 47 of 502 0 0
well done howard....the silk stag is a prize hoodwinker,for some reason he wants EVERYONE off this stock?...why?....to save everyone from themselves!.....yea absolute rubbish....he has an agenda as a daytrader....daytrading because as an analist he obviously is not much in demand....thats enough about his dirty business.....

[geheimnis2] 18/1/2017 09:56

Great post barky

We should all be grateful to digi and Gadgie for their great research and leadership!

[sikhthetech] 18/1/2017 09:30

lol... you and your mates thank people for getting involved with this stock... 235p to 40p and you're happy...
just like you say you've made a good living out of it... good trading stock, is it???


BARKBOO18 Jan '17 - 08:37 - 4242 of 4242 1 1
Pinky Pants - Digi and Gadgi were instrumental in myself and friends getting involved with this stock....we have a lot to thank them for, and I have many times.

[barkboo] 18/1/2017 08:37

Pinky Pants - Digi and Gadgi were instrumental in myself and friends getting involved with this stock....we have a lot to thank them for, and I have many times.

The posters on here that give him and family a rough ride, are traders that have been skinned. We have researched the likes of yourself, Johhny boy, Gowlane, Loopy et al - you have all tried to trade. Lol

You have all one thing in common - you done your nuts! Try investing.....it cuts out the mistakes!

[precinct14] 18/1/2017 08:11

That digitalis Edelman crash post that STT bumped is a stonking great classic of crass, arrogant, deluded stupidity. So those 'sweated out by this charade' (lol, some charade, Jimbo) missed out on the opportunity to ride the Blinkx beauty of a train wreck all the way down to 15p, as the SBM-authored 'new acquisitions will soon be doing the business'. Lol didn't they just do 'the business'? Sweet. 'The aforementioned blogger has prob never met any of the blinkx team like me personally'. To treasure.

[barkboo] 17/1/2017 23:24

Yes Footy - scaffolders did mention the danger at TLY was about to be tested. They told me TLY were an amusing outfit. Will Johnny boy keep ramping, or cut and run! Lol

BARKBOO - 09 Jan 2017 - 16:53:38 - 3992 of 4237 RhythmOne - 2016 a new beginning - RTHM
John John - "if TLY produce the results, the share price will take care of itself"

Totally PLC reported a widened pretax loss for the first half of 2016! lol ....Scaffolders find this outfit very amusing."

[kendonagasaki] 17/1/2017 23:14

Sikh should I buy TLY?Do you think it is long or short?Or have you always been a criminal?

[sikhthetech] 17/1/2017 21:55

digi, lol

3 yrs ago, after the blog, you told gh that you didn't sell.. now you're telling gh you've been right for sooooooo long... what! you were right by keeping hold of your shares as they crashed from 235p to 40p today...egotistical as well as a muppet...lol


digitalis17 Jan '17 - 19:52 - 4229 of 4234 0 0
no probs gh....the obsession stems from me being right soooo long ago...twice lol,third time lucky?.....I don't have to say any more....


digitalis 1 Feb'14 - 14:29 - 62883 of 78622 1 0

Geheimnis2
1 Feb'14 - 09:05 - 62858 of 62882 0 0

I hope none of the blinkx family of investors from this thread were sweated out by this charade


lol not a chance gh!....been watching developments with interest,its been so transparent from the off "Autonomy scientists leaving" moment,millions of pounds will have been made and lost...some sweated out through sheer neglect of understanding this business model,.....
The aforementioned blogger has prob never met any of the blinkx team like me personally and a few individuals on advfn and LSE...blinkx management are very approachable and free and easy to explain how the blinkx eco system works....it sounds complicated at first but this is bread and butter to these Cambridge whizz kids,prob explained in the simplest way they know too us lesser mortals!....if you don't get it and its not your money your playing with your prob better off out of it....just an opinon....
Best of luck for next week as we get back on track, the new acquisitions will soon be doing the business contributing to our mobile sprawl and maybe an International bolstering of our presence?.....

Question is nickb???....will we get there?.....Mmm I smell something very yankee and very big about this bear raid!!