Rhythmone Share Discussion Threads

[stocky] 06/6/2017 16:15

I'm not sure I believe Tosca was the buyer. There have been many players in this gradual accumulation. Tosca, if desired, could have reached the 30% a long time ago. I'm going to South France from tomorrow for 3 weeks. Hopefully, we receive a TU early July. GLA

[sikhthetech] 06/6/2017 14:25

Why P&G's new programmatic model is fascinating

[football] 06/6/2017 14:13

they inform the market straightaway in a response to an email I sent them a few days back asking about holding Rns's


"Rest assured, we make any TR1s we receive immediately available"

[sikhthetech] 06/6/2017 14:11

According to Euroclear, shares on Loan, Apr to May, increase 11%, from 4.3m to 4.8m...

[1gw] 06/6/2017 13:59

Toscafund's last notification schedule (for transaction on 10th March) went as follows:

Friday - date of transaction (10th March)
Tuesday - date of notification by Toscafund to R1 (14th March)
Wednesday - date of R1 RNS holdings notice (15th March)

So on that schedule we might be due an rns tomorrow if Toscafund were involved on Friday.

[loafofbread] 06/6/2017 13:20

Must be a holdings RNS somewhere in the RhythmOne bunker?

[sikhthetech] 06/6/2017 12:23

oh dear, there wasn't a new note from Numis yesterday.... if there was, where's the link?

but I see the gang lies about it...lol

[1gw] 06/6/2017 11:37

Average shares on loan up a bit in May to 4.8m according to Euroclear.

[sikhthetech] 06/6/2017 11:33

Vendors Need to Shape Up Because Publishers Don’t Need Ad Tech

"Publishers need advertisers. Publishers don’t need ad tech."

[football] 06/6/2017 09:17

BouncyDeadCat on the lse message board last night posted about a new note and quoted 72p and our friend next door is all over it like a rash

[stocky] 06/6/2017 09:11

Football, I haven't seen that report. Are you sure it exists?

[stocky] 06/6/2017 09:03

An aside - It is unthinkable how someone can have so much malice and hatred that they can randomly stab/run over strangers or blow up kids at a concert. Senseless.

[football] 06/6/2017 08:11

Morning all has anyone got or seen a link or the broker note saying that Numis have put 72p price target on 1R yesterday if so that's a pretty big markup from their last price target of 52p a few months back

[sikhthetech] 05/6/2017 23:15

gl, yep, more smoke and mirrors.. although there's nothing to suggest there was any non-core...

I'd be really concerned if they bought Perk knowing there was a significant non-core element... surely, they are not that stupid???

hmmmm..

[gowlane] 05/6/2017 22:50

so some of Perk may have been non core, or not, we are left guessing and wondering as usual

this is taking smoke and mirrors to a whole new level

[stocky] 05/6/2017 22:02

Shenanigans!

[sikhthetech] 05/6/2017 20:09

231k buy reported after hours...

[sikhthetech] 05/6/2017 17:52

Fake news drives down programmatic budgets

"While the study doesn't address other disadvantages of programmatic advertising, namely ad fraud and lack of transparency, it does highlight that programmatic decision makers are re-assessing relationships on multiple fronts, and fake news is a top concern."

[sikhthetech] 05/6/2017 16:23

jw,

agree, I too think, they will get taken out... I think around 1.5 x revenue + cash...

Hopefully, we'll know soon (today?) who sold what and who bought...

[jarvis4] 05/6/2017 16:08

footy - 'just because you're paranoid doesn't mean they're not out to get you'.

Keep smiling, 'twill all be worth it in the end.

[sikhthetech] 05/6/2017 14:30

1gw,

They were able to accelerate the draw down of non-core after they bought Perk...

H1 non-core: $13.729m
Perk contribution: $13.1m

virtually same revenues... one replacing the other..hence they were able to accelerate the draw down of non-core




Where do they say that there's non-core Perk revenue?...
and even if there was 'some' non-core, it's unlikely to be a significant proportion of the $13.1m, is it?

[1gw] 05/6/2017 10:50

Just to update my speculation on what happened, given the additional reported trade. It now looks to me as though the following is credible:

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

2.4m at 42.00p - sell
2.4m at 42.084p - buy

So still consistent with someone having picked up around 9.6m - a number which if it were Toscafund would I think take them very close to 30%.

I note that in this scenario the (market maker's?) margin on each sale appears to be the same at 0.084p/share.