Rhythmone Share Discussion Threads

[alex1621] 02/2/2017 20:29

Hi Stocky ... I am not a fan of Perk, it just feels like a pointless company, a fad that could lose popularity fairly quickly. I'm puzzled why they bought it? P14 ... the question will never be answered, the numbers have never been attempted. To be fair to Barky he's seen Blinkx go from trough to peak twice in its short life ... but at peak it was a very good example of Mr Market at play ... offering a price way beyond its intrinsic value, value based on the facts. He's betting that this will happen again.

[geheimnis2] 02/2/2017 20:15

Hairdressers are loving the perk apps too

So is hotpants?

[sikhthetech] 02/2/2017 20:14

I can imagine the confidence tricksters are hi5 everyone... as they used to..

sikhthetech - 29 Oct 2013 - 21:13:34 - 2135 of 14598 BLINKX (2013 and beyond) discussion - pros n cons - BLNX
I've double checked the chart and share price and asked the BoD for their expert opinion...lol

On a strong market day, we are up 8p (Pace is up as well!!) and back to 156p, where we were 2 months ago!!! Um, er, has the train been moving forward or just back and forth in the sidings...lol

The share price is around the same level as when SC and Blackrock sold weeks ago... and still well within H1 views, even though we are now in H2!!!

If the share price moves up it's hi5 etc, if the share price moves down it's mm manipulation....lol

[sikhthetech] 02/2/2017 20:11

absolutely...


gowlane1 Feb '17 - 23:21 - 3065 of 3106 2 1 Moderate | Ban
Sikh has always looked at Blinkx/1R with a critical eye, that’s going back several years now, and when the share price was much higher than today - and wasn't he proved right?!

Horsetrader and GDog had similar stances on the LSE board, a shrewd pair of posters, always worth reading, any coincidence that they seem to have been experienced investors who also ran their own businesses?

A great pity that their voices seem to have been drowned out by the rampers who seem to have developed a fatal attraction to this company.

[stocky] 02/2/2017 20:10

Nanny loves all these new perk apps. She was getting bored of bingo and can now scratch and win, watch her favourite animal videos all whilst earning some perky points. Seems like Rhythmone has just turned on the In-App measurement? They were no where to be seen in October, but now in the Pixalate top 10 for November and December.

[sikhthetech] 02/2/2017 19:57

Profiting Within a Duopoly is the Challenge of 2017

[geheimnis2] 02/2/2017 19:43

Lol....nearly back to your 43p entry price hotty hotty hotpants!

Or did you bail out at 16p?

Lol!

[precinct14] 02/2/2017 19:40

Excellent posts, Alex. Blinkx was a castle built of sand,that had got way ahead of itself. That it reached 230p off the back of that(typically) flaky November 2013 H1 update was clearly the trigger for smart money men (or Caymen cowboys, as Barky somewhat bitterly refers to them)to bet heavily against it, and all it took was a hitherto unheard of Harvard professor to knock that castle of sand over.

Barky contends that lightning will strike twice here, but has nothing more than bluster to back that assertion up. You'll never get an honest, open, satisfactory answer to this question of yours from him (or the hopelessly unamusing and pointless Gimp, naturally), but good luck, and keep asking. It's always good to see him wriggling on the hook!

alex16212 Feb '17 - 14:29 - 4608 of 4631

Can you provide any numbers based on your future projections for this business that would lead to a market capitalisation six times higher than the current market cap?

I'd welcome £2.40 ... just show me how you get from 40p to £2.40, and back it up with some metrics ... turnover, EBITDA, profit before and after tax ... what do they need to be to get to that valuation and how does R1 get there, and in what timescale?

[1gw] 02/2/2017 19:33

I'm arguing the content of your posts STT and I offer you my opinions as a way of explaining.

Take away all opinion and I am asking you to justify 2 statements you made recently, one saying that the "transparency" metric on pixalate in-app rating was more important than the "global" seller trust ratings, the other that "campaigns are up". Can you do that?

The comment on interpretation of your "campaigns" comment was an opinion. I certainly interpreted it as negatively qualifying the improving Quantcast statistics. Did you not mean it as such? I invite you to find a singular regular reader of this thread who doesn't interpret it as such.

For someone who tells others to play the post not the poster, what are you doing making comments about "blatant liars" and "multi ids"? Do you have any evidence that multi ids are voting up my posts? I seem to remember you used to claim that votes from multi ids weren't counted by advfn when ranking most popular posts? Were you incorrect on that?

Your repeated references to football and shroder are reminiscent of barkboo at his worst. Pushing people to comment on other posters as a way of deflecting from the content of posts.

[sikhthetech] 02/2/2017 19:31

2017 is adtech’s year of opportunity

"With the popular perception being that storm clouds are gathering over the adtech sector, Rob Webster, chief strategy officer of Crimtan, offers a contrary assessment, pointing out that market rationalization poses opportunity for those that have learned their lessons from the past."

[geheimnis2] 02/2/2017 19:31

Hahaha looking forward to collection day also!

The scaffolders are never wrong?

[barkboo] 02/2/2017 19:23

Alex - I dont really mind what your view is, time will tell who the winner is. When this hits 240p you will understand how Barkboo and the scaffolders have had a nice touch...their third big one here.

Of course you will also have just nipped in - much the same as Johnny Boy and his rag mates will tell us, big difference being.....we tell the truth, we will have truly had a nice payday.

Btw - the hedge funds that killed this stock with Blacrock, are closely related to the same hedge funds that are going to have it off the other way - do you get that?

Anyway - must not say too much more, dont wont to get people into trouble....will write a nice and loving post on collection day.

[sikhthetech] 02/2/2017 19:20

‘A lot of it is taped together’: Confessions of an ad tech software engineer

[alex1621] 02/2/2017 18:41

The institutions were wrong ... but bear in mind they are using other people's money, not their own. At £2.30, Blinkx was overvalued. Mr Market optimism at work. The reason that the hedge funds targeted Blinkx was because it was overvalued relative to competitors and there was a cloud hanging over the industry regarding bot clicks and ad fraud. If they had been wrong about that the company would have bounced back fairly quickly.

[1gw] 02/2/2017 18:26

You made a statement "Oh look the campaigns are up as well". I'm asking what that is based on.

Yesterday you made a statement about "transparency" (as defined by pixalate on their in-app rating) being more important than "global".

Both statements made without a shred of backup or evidence.

[sikhthetech] 02/2/2017 18:21

if you think 1R are a guaranteed investment then why don't you load up and wait for the results to come in..

Ignore the red flags, the industry headwinds...and just read about the opportunities...
You'd rather post that I've changed but won't produce any evidence... strange that..

Like I said no more replies... you won't bully me into stop posting...

[sikhthetech] 02/2/2017 18:21

it's odd you support the blatant liars and don't question them...
I'm not scared of bullies... only your view counts, does it???

[sikhthetech] 02/2/2017 18:17

No more replies to your delusional 1 sided opinions...

[1gw] 02/2/2017 18:16

No STT (to post 3094), on this occasion I am picking you up on what I think is a lazy and inaccurate (as well as negatively spun) post. "Oh look the campaigns are up as well". That is made without any explanation and no suggestion that it is somehow an opinion. It is these days I am afraid a fairly typically implicitly snide remark made by you (imo) to try to undermine a valid piece of relatively positive data.

What do you mean by campaigns? What evidence do you have that they are up?

[barkboo] 02/2/2017 18:14

Alex - "As for £2.30, the market had got it completely wrong. The revenues and profits that Blinkx were generating did not justify that valuation"

Well they had a placing in December 2013 oversubscribed with A total of 20,000,000 new ordinary shares in blinkx.. placed by Citigroup and Numis Securities Limited, with new and "existing" institutional shareholders at a price of 195p per Placing Share.

Blackrock at that particular time were double dealing...loaning and buying! imo.

You see Alex - we all value stock in many different ways..your personal preference is to wait a few years then give your opinion after the result. Always accurate of course....but not a great earner! lol

Of course the stock is only worth its up to date share price - you can say that about all previous multi-baggers, the clever ones buy when it is not so obvious.

I will let someone else explain that to you.

Royal Flush - fair value accounting by scaffolders, mark to market sees this as a near future 240p.

[sikhthetech] 02/2/2017 18:08

1gw, your posting style has obviously changed... you used to counter posts with reasoning but now only target me rather than counter the posts....

Read the news articles, they used to be more positive newsflow for the industry now there's more headwinds... I look at industry a lot more but my critical analysis or risk/management hasn't changed...

Nothing stopping you or anyone else posting bull/bear posts, so why don't you...

You seem too exposed to 1R or influenced by other posters... and given you have mentioned that you know what other posters think, I'd suggest the latter...