Rhythmone Share Discussion Threads

[leluot3] 05/6/2017 10:35

So much for the suphoria here after the TU

All the tick ups support from deluded rampers for the crazy share price prédictions of posters

Even an RNS tomorrow' gets a tick up

As for the royal flush - the 240p prediction? it never will happen.

From 48p to 41p Yes you got it - the only people who consistently make money here are the shorters

[football] 05/6/2017 09:55

Could it just be me being paranoid or are the trading patterns just not normal when it comes to 1R?

[jarvis4] 05/6/2017 09:48

It would seem that the seller/buyer has still not finished.

[loafofbread] 05/6/2017 09:37

All very strange. Thought it would be a blue today.

[football] 05/6/2017 08:13

WTF. 24.7million traded now Friday. Shenanigans! Shenanigans! Shenanigans!

[lance corporal winstanley ash] 05/6/2017 08:03

Is that 2.3m trade an additional trade to Fridays?

[wheeze] 05/6/2017 07:33

Thanks for the summary, Kendo - i'll have some of what you're smoking !Yes, Tosca firmly in the driving seat. Current market cap 210 million cash in hand 58 million which gives a rough valuation of 150 million for the business. Undervalued ? Overpriced ?As the days go by the fog thickens.Intereting to see where this leads.

[geheimnis2] 04/6/2017 23:24

Rns tomorrow?

As you were

G2 x

[geheimnis2] 04/6/2017 19:38

Great post barky

Strikes all the right notes

As you were

G2 x

[1gw] 04/6/2017 19:26

STT - you keep making this comment on H1 vs H2 revenue assuming that all the Perk revenue was core. What's the basis of that assumption?

I thought R1 had acknowledged that some of the Perk revenue would be non-core? So presumably this was contributing to revenue when they completed the acquisition and was turned off by the 31st March. i.e. some of the $13.1m from Perk would be non-core.

[sikhthetech] 04/6/2017 18:41

According to the AR, Perk contributed $13.2m revenue and pre-tax loss of $0.5m...


"The acquisition incrementally added $13.1m of revenue to the Group in the current fiscal year and generated a loss before tax of $0.5m. If the acquisition had been completed on the first day of the financial year, Group revenues for the period would have been $234m and loss before tax would have been $21.5m"


H1 Core: $67m
H2 Core: $69.2m, ex Perk - (H2 Core $83m - $13.2m Perk contribution)..

Therefore, ex Perk, core revenue growth H1 to H2 was $2.8m or 0.04%.

The platform was completed and ready for growth end of H1 2017.
so where's the growth, ex Perk??...

edit: as 1gw pointed out, the 0.04% is incorrect.. it should read 4%

[sikhthetech] 04/6/2017 18:22

wheeze,

These cost discipline statement is also encouraging..

"while intense financial and operating discipline resulted in a balance of cash, cash equivalents and marketable securities that slightly exceeded expectations. "

"Continued cost discipline, with OpEx during the Period of $36.5M (H12016: $49.2M), a decrease
of more than 26% or $12.7M over the previous year".

EXCEPT these are from fy2016 and H1 2017 respectively... ;-)


Yet, despite the extra cash from Perk & sale of PV AND the encouraging cost discipline statement last year, they still had lower cash fy2017 than fy2016..

[stocky] 04/6/2017 17:38

Shenanigans!

[geheimnis2] 04/6/2017 17:34

As you were, footy!

G2 x

[football] 04/6/2017 15:31

just in case you missed it ;)

Quantcast ranks - beginning of each month


2016/2017
Month Ranking
Nov 14th
Dec 19th
Jan 15th
Feb 11th
Mar 8th
Apr 12th
May 9th
june 6th

[stocky] 04/6/2017 13:42

Welcome back, Kendo.

[stocky] 04/6/2017 13:35

Shenanigans!

[sikhthetech] 03/6/2017 20:55

Ken

spot on...

"It's more than obvious they want consolidation or a sale, if there are any takers!"

[kendonagasaki] 03/6/2017 20:37

Wheeze, nearly as good as...... "The board believes in open and regular dialogue with shareholders to ensure that the objectives and overall business strategy of the Group are effectively communicated"?????Will digest and may reflect on Monday....It's more than obvious they want consolidation or a sale, if there are any takers!

[wheeze] 03/6/2017 20:17

Kendo,"...our strong cost discipline will allow us to generate significant operating cash flow going forward." [CFO's report]They're clearly watching the pennies !

[kendonagasaki] 03/6/2017 19:35

Sikh, I'm trying to read the annual report and accounts hard copy year ended 31st March 2017.It's literally falling apart page by page in my hands as I turn the page......remind's me of RTHM at times.Anyone else having this issue???Very cheap quality paper and finish if you ask me.Not exactly what you want if sending it out to Wall Street?

[geheimnis2] 03/6/2017 18:32

Sounds very positive!

As you were.

G2 x

[1gw] 03/6/2017 16:52

A couple of highlights for me from a proper read of the annual report:

"The Company is well on its way to becoming a full stack provider that rivals the scale and scope of the super-majors." [Chairman's statement]

"...our strong cost discipline will allow us to generate significant operating cash flow going forward." [CFO's report]