Rhythmone Share Discussion Threads

[stocky] 16/5/2017 23:01

Is there a difference if one is top or bottom? DSP or SSP?

[kendonagasaki] 16/5/2017 22:55

20 trillion ad requests harvested over the last 12 months?20 trillion.......an 85% increase versus last yearFill rate of .45% and and av of $1.76 per thousand com.Still work to do here... perhaps we should ask for Gehes enlightenment to guide us through this brown garden?

[kendonagasaki] 16/5/2017 22:45

Now, where was I?Yes, Non Core was exited out of the business much, much sooner and exited for good from our eco system.That is simply due to the accelerated and expansion of core performance within our own modelling.Core revenue will become our only benchmark going forward it's like on like growth for 1R has been some 85%.

[geheimnis2] 16/5/2017 22:38

Lol...drunk and lonely again, quimmer?

Just a thought?

[kendonagasaki] 16/5/2017 22:30

The new CFO Mr Richard as of one of the Richards the two Richards or two Ronnies?Was more than happy to repeat a or the mantra of..... RISE IN EBITDA.RISE IN WORKING CAPITALNew guy...but let's give him at least a chance.?I'm not happy with a rise from 274 heads up to 320???However we do understand integration and future pliable growth to come.The PERK aquitsition and integration has off set the current seasonable poor Q4 results.The perk platform will continue to and reaffirm our aquitsition and growth strategy as we have rapidly exited and accelerated our non core assets 4-5 months ahead of initial schedules.

[stocky] 16/5/2017 22:24

Welcome Ge2! Thanks for the great insights from the West Indies! Indeed, BM did state that "we're back". Volume is massive. Quality is number 1. Fill rates will follow once Brands and agencies demand 3rd party verification and RhythmOne's GMP goes online.

[kendonagasaki] 16/5/2017 22:15

For those listening to the the inkling..Perk has now been solidified in the rhythm one platform.Since April 2018 start of the year , Perk is now complete.1R now have one of the most unique platforms within the industry.Not only that but BM is stating that they are here to lead the second coming of the Ad Tech Revelation.He goes on further to add...."Were back!"And in terms of financial performance, sector trends and operational execution of excellence we are once again in the emergence of the current consolidation within this market place as a leader!

[sikhthetech] 16/5/2017 21:51

gl, a lot of jam tomorrow...round we go again, those bullish comments but will they back them up when it comes to the next set of results...

Without Perk, I doubt they had a good Q4...
as they said when Perk was bought...

"Through the nine month period ended 30 September 2016, Perk generated US$52.8M in revenues and US$3.4M in adjusted* EBITDA."

[geheimnis2] 16/5/2017 21:49

Thanks for the update stocky

Don't listen to quimmer, peeps, she is drunk again

Level 5 is the one after Level 4 and before Level 6?

All those levels showed extreme bull signals?

[sikhthetech] 16/5/2017 21:46

we've had a lot of late/conditional trades yesterday and today...

[kendonagasaki] 16/5/2017 21:40

There seems to be a key message around..VOLUME.FILL-RATE.PRICING.Core , Mobile , Programmatic continues to grow!They do not give forward guidance...However Brian seems more than confident to build upon the key strength as RTHM Platform ranks no1 in quality globally and no 5 in size..........Think about it..No 1 in Quality, globally!!!Number 5 in size and content????!!!

[kendonagasaki] 16/5/2017 21:32

Interesting open to the presentation.Bam seems to think that profitability is 3 quarters ahead of 1R's expectations?By some $12 million...mainly down to core-mobile and programmatic.What say you Sikh?I'm just trying to validate my own research.

[kendonagasaki] 16/5/2017 21:27

Don't bother replying.It's hard to see in that Gimp mask..eh what?

[wheeze] 16/5/2017 21:22

That makes sense 1gw. Can't get my head round these delays in reporting.

[stocky] 16/5/2017 21:18

Level 9, this afternoon, looked like we had a buy for 20m shares.... let's see how that is dealt with.

[geheimnis2] 16/5/2017 20:34

Level 5 looking very bullish for tomorrow's opening bell?

[kendonagasaki] 16/5/2017 19:56

Footy! Now level 3 is only available to a few.Look at what goes through at around 11 and 12pm tomorrow!However i will hasten to secure one a parking space on level 4 for you:)

[1gw] 16/5/2017 19:46

Wheeze - the big 48p trade was from 12th May.

[wheeze] 16/5/2017 19:32

Footy, note the price of the after hours trade. I get the feeling this share is being played like a violin. Hold on to your shares, this will be an interesting ride.

[gowlane] 16/5/2017 18:31

what a strange update that was, full of contradictions, misinformation and ambiguities. A little point or maybe not, none of the analysts introduced themselves, never saw that before at a conference call. So we do not know whether some were planted to ask specific questions,

The new CFO was as nervous as a kitten, but he need not have worried, no-one in Blighty is going to forget their manners and actually ask some probing questions. The closest to it was the question about the Q4 performance, which was answered in a curiously honest way by Richard Nunn. He had to walk a fine line between preserving his integrity and not giving the game away.

basically without a scorching Q4 there is no way that that positive ebitda was achieved in FY17. So how did the new unqualified CFO manage it - in my opinion, he rewrote the H1 accounts very substantially. This was why he did not break down operating expenses, for the first time ever, is this a new low on Aim?

[lance corporal winstanley ash] 16/5/2017 18:22

Yes football. Get the impression the show is only just beginning.

[geheimnis2] 16/5/2017 18:21

Looks like a 0.25p drop for the day

Loops is buzzing!

She loves a red day!

Lol...what a saddo