Rhythmone Share Discussion Threads

[wheeze] 18/8/2017 09:11

"loafofbread and that's just the ones you can find there's bound to be a few others holding one or 2% below the threshold, it's good to see a large institutional base to the company but I feel it's been done at the expense of private shareholders."Footy, not sure how this is at the expense of private shareholders ? We all have absolute control when we buy and when we sell. I have held on to Blinkx and the R1, when the share price was forced down through gritted teeth. Being stubborn sometimes pays off. Those with weak stomachs should take up some other pasttime. Swimming with sharks is what Aim is all about. I do agree that a large institutional base is good.

[1gw] 18/8/2017 09:08

FT tearsheet also shows Hargreave Hale, with 7.75m (1.6%) as of 1st June. It's possible this is nominee, but the round number 7m quoted by Morningstar (and the fact that Morningstar track the holding) suggests to me it's more likely to be a discretionary holding (i.e. Hargreave Hale investment decision).

[1gw] 18/8/2017 08:50

Morningstar are taking an age to rebuild their database it seems.

They show Hargreave Hale with exactly 7m shares (1.4%) but that was at 31st January so not really reliable now.

They have Henderson at 0.9% as of 30/6/17. As previously posted it is possible this is now part of Lombard Odier (i.e. a delay in updating the fund-owner mapping)but I would have thought more likely to be a separate position.

Then they show Manek still hanging on to some R1 with 2.2m (0.4%) shares as of 30/4/17.

[football] 18/8/2017 08:44

Looks like they want to walk this back up slowly

[shroder] 18/8/2017 08:43

WINS up there..wot a surprise..

[loafofbread] 18/8/2017 08:34

I've gone back over my bloomberg stuff for the last year and finished with yesterdays.

As we know not 100% but all the above have recent activity. Please add from Morningstar etc. I don't know who Toronto bank hold for, but i'm sure it's not anyone else on list.
I assume Adam.S is still holding.

I'll report back on sub 1.25% holdings later.

Anyone who can add/advise please do.

Out of interest has anyone ever got hold of the share holder register from the company sec/capita?

[barkboo] 18/8/2017 08:31

Yes Loaf - this reminds me of the California Gold Rush....there seems to be a stampede of big names that want a piece of the action.

California became wealthy and almost an overnight State of America - RTHM have started the Gold Rush.

Whatever happened to California?

Scaffolders can afford to take a back seat!

[1gw] 18/8/2017 08:25

It would be good to see R&M declare through 10% and Norges through 5%. That ought to help the sp, particularly if they go in quick succession.

[football] 18/8/2017 08:25

loafofbread and that's just the ones you can find there's bound to be a few others holding one or 2% below the threshold, it's good to see a large institutional base to the company but I feel it's been done at the expense of private shareholders.

[lance corporal winstanley ash] 18/8/2017 08:23

Reads like a list of galactico's that loaf.

[1gw] 18/8/2017 08:23

Thanks loaf. Looks very encouraging. Is that Bloomberg?

[loafofbread] 18/8/2017 08:21

I will stick with my 70%

Tosca 29.25%
RG 6.5%
Odier 5.25%
Cogefi 5%
R@M 10%
Norges 5%
Ted 3%
Credit.S 1.25%
Marlboro 1.5%
Investec 1.5%
Toronto 4% (Toronto Bank)
Adam. S 1.25% (Perk founder)

Total 73.5%

As you can see I haven't included any of the nominee a/c.

At some point these supportive long term holders, most of which are still buying, will
want to see a decent return.

[barkboo] 18/8/2017 08:14

We don't seem to have heard much from this dodgy character?

"leluot314 Aug '17 - 09:40 - 8484 of 8484 0 0
You still choose to listen to the liar Barkpooo?


This company is finished

This week will see share price below 30p and then capitulation"

Scaffolders are keen to know of his whereabouts.

[sikhthetech] 17/8/2017 23:54

Ken,

you are right about BM being MD of Zen Capital...



Periscope:

Was founded in 2012...

Steven Jarmel was Chairman of PVMG when it was sold to Blinkx shareholders...
BM was also transferred to Blinkx...

Periscope was founded in 2012 - PV

BM had an advisory role at Periscope as well an being employed by Blinkx...
PVMG sold by 1R at a loss...

Now BM is a Partner at Per ..

lol

seems like a very shrewd move by BM... get Blinkx to buy your company and setup a PE, which you can return to after it's been established for 5yrs...

Who suffered.. Blinkx shareholders... twice!!

Confused...




Per portfolio included PVMG (exited now)...

Current portfolio includes Strategic and Inflexxion, both companies where BM is a member of the Board...

[lance corporal winstanley ash] 17/8/2017 23:32

$400 lawsuit Kendo? Sell sell sell. No buy buy buy

[shroder] 17/8/2017 23:04

Nice one loaf, makes sense why the market makers may have borrowed stock..hence the increase.

[geheimnis2] 17/8/2017 22:42

Hahahahahaha great post quimmer?

[kendonagasaki] 17/8/2017 22:39

That's info by the way Footy:)

[kendonagasaki] 17/8/2017 22:38

PVMG? Lol!Brian greased his pockets well when Suranga bought them?Should have let Marissa buy them instead and then apply for a job at Blnx...?Brian is shrewd!How much did he sell it for again?Was it £2.40...?......... close enough though!I

[kendonagasaki] 17/8/2017 22:13

Sikh, I have posted it before when BM was still the CEO OF 1R.He was and still is the managing director of ZEN Capital also?Talk about a conflict of interests?It will be interesting to see if these two hedge funds start to acquire any position in 1R.As far as I am aware he never stepped down or wound up ZEN whilst he was in charge at BLNX/1R?Tangled webs?

[loafofbread] 17/8/2017 22:00

As far as I can work out we have 70% in the hands of long term funds and/or funds that are actively increasing. IMHO that is pretty impressive.

That is without including any holding of sub 5M shares or approx 1%, which I'll look at tomorrow.

At some point this share price will snap back up.

[geheimnis2] 17/8/2017 21:47

Hairdressers continue to be supportive of Ted!

DREAMY!!!

As you were

G2 x