Rhythmone Share Discussion Threads

[sikhthetech] 02/2/2017 18:00

more campaigns, more US uniques, higher ranking....imo... it's a view..
Let's see what happens if those campaigns fall... I put yesterday's figure in the header...

If I'm right if campaigns fall then so will US uniques...

How you know what ever other reader reader will think is beyond me, unless you're talking to them... unless you want them to think like you do...

But there you go again must get in the attack on the poster rather than counter the post...

what is wrong with others expressing an opinion? or is only yours the correct one they should listen to?..

Imo, you're a real bad judge of character....good at analysis but poor judge of character... that shows with your support of football and shroder...

[1gw] 02/2/2017 17:54

STT - do you not get it? Your posting style has changed over the years (imo). If you remember I've been pretty supportive of you in the past. Now I'm very critical of some of your posts. Why is that? Well either it's because I've changed (perhaps suddenly thrown my principles away and decided to join the "gang", ramp without reason and try to bully anyone who isn't ramping) or it's because your posting style has changed. I think your posting style has changed, so there's not much point dragging up ancient posts to demonstrate that once upon a time you were a relatively rational poster, maybe even insightful, is there?

[1gw] 02/2/2017 17:47

There you go again (edit: post 3090) with the negative spin, you see. And before you argue that you've just made a statement on campaigns, let me add that given your posting history in my opinion every other regular reader of this thread will read that comment on campaigns as a put-down.

As far as I can see, there are more sub-segments in the Campaign segment than there were yesterday. That suggests to me that they are re-tagging certain areas to a "Campaign" segment instead of having them cluttering up the segmentation at the R1 level. I can't see anything on Quantcast to suggest that there are actually more campaigns being run, although that would presumably be a good thing anyway wouldn't it?

Perhaps you could expand on your statement that there are more campaigns?

[sikhthetech] 02/2/2017 17:41

just before the last H1 results announced prior to the Blog..Nov 2013..

It wasn't just SC selling, so did Blackrock, reduced - The largest II at that time, red flags... The share price was rising fast but I still expressed caution and need for clarity... search for clarity and you'll see how I was ridiculed for repeatedly mentioning it...

Bull/Bear points, risk/reward...
The share price continued it's climb after this... do I regret selling some, NO.. it was a decision I made at that time, given the newsflow to reduce my exposure based on lack of TU and SC/Blackrock selling...



sikhthetech4 Nov '13 - 09:49 - 2224 of 14597 1 0 Edit
I decided to sell a few this morning... Not many but just in case...The lack of a TU coupled with SC and Blackrock selling just before close period...
We know BM likes to under-promise and over-achieve... However, without a TU, we don't know what that under-promise is...

I expect the results will be good but we need clarity, which we don't have this time...
I agree with Loaf...his calculations seem reasonable to me...
If we do well then the share price will rocket... I will then look at adding once the dust settles.. probably around 170-180p..
If results disappoint then it will be difficult to sell as the share price will fall fast...

The outlook statement is crucial...
GLA

[alex1621] 02/2/2017 17:31

Wheeze ... yes, of course you are looking for that. But would a potential acquirer offer that today? Barky is valuing a share at £2.40 ... there is no buyer out there who would pay that based on current numbers.

[alex1621] 02/2/2017 17:26

Oh, really?The market can get it wrong at times, you only have to look at Globo and Quindell to see that. As for £2.30, the market had got it completely wrong. The revenues and profits that Blinkx were generating did not justify that valuation ... I recall at the time the return on equity was at best 5%, a pitiful amount and a red flag when associated with a company that was growing through acquisition. Raising money from the market to buy other companies ... of course you can show increasing revenues and profits because you are buying them. The return on the money put in was very poor. The market price was £2.30, but the intrinsic value was considerably less. SC recognised that and bailed out at close to the top. The company, even at its peak, was never worth £2.30 ... today's price is more reasonable given the numbers.But let's be honest. If the blog had been published before Blinkx raised more money from the market, the company would no longer exist.

[barkboo] 02/2/2017 17:16

Alex did you trust the politicians when they told us:

"George Osborne says he will have to slash public spending and increase taxes in an emergency Budget to tackle a £30bn "black hole" if the UK votes to leave the European Union."

When in reality - "UK economy is NOT slowing down: GDP grows by 0.6 per cent - faster than BEFORE Brexit vote" lol

Yes I think most of my friends called it correct - they also call RTHM 240p!

[barkboo] 02/2/2017 17:08

Geh - he is saying he didn't trust the market when it valued us at 230p, but now you can trust them.

Bit of a schoolboy error there Alex?

For every good reason there is to lie, there is a better reason to tell the truth....Alex, you might want to share that with Johnny Boy?

[sikhthetech] 02/2/2017 17:02

quantcast is up.. 10th and 462m...
oh look the campaigns are up as well, 1256 compared to yesterday's 1246...

[sikhthetech] 02/2/2017 16:52

some great posts from alex .. logical and reasoned...well done...

[geheimnis2] 02/2/2017 16:50

Gotta laugh at golden showers Alex

Desperately casting around for info from the blinkx family!

Just a thought Golden Showers?

[wheeze] 02/2/2017 16:44

"If the CEO was offered 60p a share for the business by a competitor, does anyone believe that he would recommend it to shareholders? Would Tosca and Richard Griffiths be tempted? They'd double their money."Alex - I don't think Tosca went to all this trouble to double their money. They are probably hoping for a multi bagger as are many of us on this board.

[alex1621] 02/2/2017 16:36

Football ... R1 continues to use more cash than it earns, hence the cash balances have fallen ... slower in 2016 to be fair ... but still cash earned is below cash spent. The company is not profitable ... adj EBITDA is a meaningless figure ... and still currently negative. Unless you have numbers from the company that show otherwise?

[barkboo] 02/2/2017 16:36

Alex - "I think the market price of around 40p is pretty generous" I didn't say that did I?

I answered, "this very market valued us at 230p....the company have improved and moved forward over the last couple of years. Are you now saying you cant trust this market?"

[football] 02/2/2017 16:31

Alex if there say profit how is there cash burn?

[sikhthetech] 02/2/2017 16:31

and the cheese for bait...lol

it's funny the share price was at 230p 3 yrs ago, when Ad Tech companies were the hot share to own.. the brokers had tp many multiples of today and even the VC easily lent out money to Ad Tech...
Now the big 2 dominate with around 75-80% of US money going to them, whilst the rest fight over the rest of the market share..

Times have changed but the Rodney Flush of 240p hasn't....lol

[alex1621] 02/2/2017 16:25

... adjust accordingly. I liked the story in 2016, but don't care for Perk. It strikes me as a "fad" company, and I haven't read anything that changes my mind on that.

[alex1621] 02/2/2017 16:22

I think the market price of around 40p is pretty generous given that R1 does not make a profit and is still burning cash ... a lot of the current price is based on future projections of growth and eventual profitability. If that growth story falters in any way the market will

[barkboo] 02/2/2017 16:19

Alex - this very market valued us at 230p....the company have improved and moved forward over the last couple of years.

Are you now saying you cant trust this market? lol

[jwoolley] 02/2/2017 16:18

10% might get a few extra rat traps for the boiler room though. Think they need them..😉

[sikhthetech] 02/2/2017 16:09

lol.. nah, he'll be up 10% on the one's he bought at around 200p...
Nice 10% profit after 3, 4, 5 yrs.. can't be bad...

[jwoolley] 02/2/2017 16:01

Ahhhhh.....240p.....How we all dream of 240p???

I hope Barkboo gets it one day.

At least he will break even after all of these years...Lol 😉

[jwoolley] 02/2/2017 15:57

Man up football....Jeez.

[sikhthetech] 02/2/2017 15:56

lol.. yes reducing just before we move up to the Rodney Flush's view of 240p....
must be a bad move, eh!!!!.... lol