Rhythmone Share Discussion Threads

[wheeze] 03/6/2017 16:52

I'd be surprised if we did not see large price movement on Monday, either up or down following that series of closing trades. Would love to know whats really going on, but guess I never will. The big boys use smoke, mirrors and computerised obfuscation to throw us off the scent. Thank goodness for the ocasional RNS or else we would really not have a clue. Some wise bod once said, invest in the business not the share. RTHM has a good product which is clean. They have a decent share of traffic fwiw. I believe my investment will eventually come good, bar shenanigans, machiavellian trading, shorting bar stewards and other plagues.

[stocky] 03/6/2017 14:56

SHINANIGANS!

[football] 03/6/2017 13:17

WTF. 22.4million traded. Shenanigans!

[lance corporal winstanley ash] 03/6/2017 12:33

Or maybe they've sold up due to the possibility of tube strikes? Or Donald trump not signing the climate agreement? Or they heard Brian had caught a cold?

[sikhthetech] 03/6/2017 12:28

it's possible Tosca or RG reducing after seeing the AR and lack of growth or the high % from a single customer... or Tosca simply trading...

We'll know soon enough...

[1gw] 03/6/2017 12:03

Stocky - on the London south east trade listing I think there's an extra 2.4m trade.

[geheimnis2] 03/6/2017 11:52

Stocky

As you were

G2 x

[stocky] 03/6/2017 11:34

1gw, I see a 7.2m, a 4.8m and 3 2.4m. So if 2 2.4 are a buy and a cancel, then that leaves a 7.2m sell, a 4.8m buy and a 2.4m buy?So 4.8m for Tosca and 2.4m for one of the other lions? Or maybe even for Sikh to close his short? ?

[stocky] 03/6/2017 11:13

WTF. 20million traded. Shenanigans!

[geheimnis2] 03/6/2017 10:03

Yawn

As you were

G2 x

[wheeze] 02/6/2017 22:54

Lions hunt in packs for a reason. The gazelles never have a chance.

[sikhthetech] 02/6/2017 20:40

wheeze,
absolutely, anything is possible... could be Tosca selling, R&M selling, anyone else... Tosca helping R&M, RG helping R&M... ex-Perk holders selling, AVG??

or just Tosca Trading...

there are so many different scenarios.. it's better to wait for the holding rns...
hopefully, we'll hear Mon/Tues...

[lance corporal winstanley ash] 02/6/2017 20:39

Very possible, wheeze.

[barkboo] 02/6/2017 20:23

Jarvis as always - top man....true gentleman.

[wheeze] 02/6/2017 20:13

Is there a possibility that Tosca and R&M are working together here ?

[sikhthetech] 02/6/2017 19:24

Tosca were at over 29% over a year ago and didn't make any move...

I think they could be just trading 28-30% range...

If they do make a move soon then I think it'll be around 60p - makes no sense to wait until the share price moves higher....

1R and The Trade Desk are 2 completely different leagues...

[1gw] 02/6/2017 19:12

Possibly a surmise too far, but could it be the publication of R&M's holding in the annual report that forced Toscafund's hand today? i.e. they feared that news of R&M's big increase in holding would force the price up so they decided to go to 30% as quickly as possible rather than try to algo the price down any further??

Toscafund, R&M and RG probably not a million miles away from 50% between them, if Toscafund have bought today and R&M have continued to add since end-April. That's a pretty strong position to force through whatever it is Toscafund might have in mind, and gets the potentially "controlled" holding up towards the sort of level that Toscafund seems to like when making a move.

[loafofbread] 02/6/2017 19:03

Meanwhile The trade desk has added another $100M to its market cap!

Don't forget same revenue as ROne but worth $2B more.

[jarvis4] 02/6/2017 18:56

Talk about an interesting end to the week!! That's the trouble with 1R - just so boring and predictable.

Ah well - here's to next week.

[1gw] 02/6/2017 18:47

The London South East site is reporting 2 of the 2m share trades as cancelling out (i.e. one normal and one deletion). So that seems to be consistent with a 7m trade and a 2m additional buy i.e.

7.2m at 41.916p - the sell
7.2m at 42.00p (4.8m + 2.4m trades at 42.00p) - the buy
2.4m at 42.00p - an additional buy

So it wouldn't surprise me to see a 29.9%-ish holdings notice from Toscafund as a result. If it was Toscafund buying we should know soon enough as there can't be any advantage now in waiting to notify if they are bumping up against the 30% threshold.

[andydangerous] 02/6/2017 18:31

The last two times we had volume like this:

22/07/16 - 21m, share price went from 30p to 38p in the following 5 days.

24/02/17 - 14m, share price went from 38p to 47p in the following 12 days.

[loafofbread] 02/6/2017 18:05

The first 7M trade went through on the US market (sold?) and then listed her 15 mins later (bought) so it looks as if the others are additional.

Can't be anyone left to sell?

Talk about a mental day!

[lance corporal winstanley ash] 02/6/2017 16:55

Stt. One way of looking at it is the percentage of shares now in the hands of institutional investors compared to say a year ago. Often a good bellweather. Although that's not to say they can get it wrong like you or I. Also why not pay for access to a Bloomberg terminal and get up to date institutional holdings? Might save you going around in circles like a jack Russell.