Rhythmone Share Discussion Threads

[geheimnis2] 19/8/2017 18:48

Anyone remember losers like loops, jonthec, pooafc or hotpants?

Nope?

Lol...

[sikhthetech] 19/8/2017 18:40

thanks gl...
Helps managed the risk by keeping an eye on the industry....

[barkboo] 19/8/2017 18:28

OK - off out know with the wife for a real life - enjoy yours!

[barkboo] 19/8/2017 18:27

Gowlane - "What do you predict bottom line net profit will be in H1?" I have already put my head on the block and told you net profit from September last year.

Obviously continued real profit H1 - don't make predictions, what is the point of guessing? Ok shedloads!

Your turn - do you now rate RTHM a buy like your friend Johnny Boy lol

[gowlane] 19/8/2017 17:27

Barky, if you are demanding answers from others you have to be prepared to supply answers yourself too.

So my question to you first is this:

What do you predict bottom line net profit will be in H1? Or will it be another Loss and more ‘Jam tomorrow’?

Make it a proper answer this time, on what gross profit margins (34% last year last year and still trending down, e.g. versus 65% 5 years ago) and operating expenses as a % of revenues? (at 40% last year).

There's a good lad.

[football] 19/8/2017 01:30

yes Dan post a link with it on a few weeks back

[2oco] 19/8/2017 01:24

Does anybody else get an R1 add at the bottom of this article?

[barkboo] 18/8/2017 23:24

Gowlane - do you now rate RTHM a buy like your friend Johnny Boy....or do you still think this stock is too risky> lol

All his fantastic links and all that research - his conclusion is a buy!

[gowlane] 18/8/2017 23:08

A curious double bottom pattern on the chart recently, around the 31p mark, sticks out on the one month and three month charts, no doubt spotted by all but not seen it mentioned

Maybe there is something in this charting business after all

Excellent links here as always Sikh

[football] 18/8/2017 16:11

Even though most the figures seem to be out of date or open to interpretation the consensus is that institutions are taking up any free stock just like the two large stakes taken out since the AGM

[stocky] 18/8/2017 15:30

Thanks 1gw.

[barkboo] 18/8/2017 13:31

Polythene - you will have noticed sikhthetech has a buy rating on RTHM at the minute.....that's why he bought, all rather simple.

I am sure he will tell us all when he downgrades to a hold - no downgrade and we must assume he still is very bullish RTHM.

You know how straightforward Johnny Boy and his mates are.

Sorry I had to post here Polythene - only Johnny Boy blocked me for being too positive on his thread!

[sikhthetech] 18/8/2017 13:29

following on from the above post #4840.. maybe more money might be taken from agencies and given back to Pubs..



ANA Pushes $50 Million Digital Media Pilot to Combat 'Ad-Tech Tax'


"The goals include better measuring how much money ad-tech and other "middle players" are siphoning out of the digital media marketplace between advertisers and publishers.
Only 30 to 40 cents of every digital media dollar are estimated to actually reach publishers and result in an ad showing up, ANA CEO Bob Liodice said in a statement."



"The ANA's goal is to get that 30 or 40 cents up to 70 cents, diverting $20 billion from various middle players or fraud."

[sikhthetech] 18/8/2017 13:26

Rubicon/Guardian law suit was previously discussed on this thread...
and possible impact on the industry...



sikhthetech21 Apr '17 - 10:50 - 3912 of 4839 2 1 Edit
as expected, possible fallout from Rubicon/Guardian legal dispute over pricing...


Are we entering adtech's era of accountability?

"The more recent news of the breakdown of Rubicon Project's subsequent relationship with premium publisher alliance Pangaea has further underlined the extent of the adtech fallout, according to some. And the consensus among industry sources is that many outfits currently offering programmatic services will have to pivot their business models, or at least be more clear on how they earn revenue."

"Add to this the pre-existing concerns around the viewability of ads served online, performance measurement issues around the industry’s ‘walled gardens’, as well as reports claiming that almost 25% of all digital ad spend is collected by fraudsters, and the need for further scrutiny is achingly apparent."

"John Gentry, OpenX, president, says much more publishers are now asking questions around control of their inventory, and transparency around fees."

'Blind is out'

[sikhthetech] 18/8/2017 12:48

Polythene,

everyone's entitled to their opinion... if anyone thinks the industry challenges won't affect 1R is entitled to their view...

The point of a thread should be to discuss ... Only then will everyone be able to form a view... I'm not saying I'm right but it's my opinion based on my understanding, which could be wrong....

I don't agree that everything is rosy with 1R but I'm prepared to discuss it...
They have a history of being bullish and disappointing when it comes to backing it up with solid financials...

[polythene] 18/8/2017 12:14

Any comments on the impact of the previous two links on RHTM Sikh? It is difficult to get rid of the perception that you are sniping.

[1gw] 18/8/2017 12:14

Stocky - those nominee numbers (HL, TD, Barclays, Halifax) on the R1 investor site are literally years out of date.

The FT tearsheets give a better idea and in my opinion show clearly how private investors have retreated from the stock over the last year or two.

Currently the FT tearsheet shows:

4.2% TD Direct (as of 30th April 2017)
3.9% HL Stockbrokers (1st June 2017)
3.5% Barclays (1st June 2017)
1.5% HL Asset Management (30th April 2017)

So 13.1% between these various (presumed) nominee accounts.

If I look back at an older FT tearsheet from about 1 year ago, I see:

5.5% TD Direct (1st May 2016)
5.1% Barclays (1st May 2016)
4.9% HL Stockbrokers (1st June 2016)
2.3% HL Asset Management (1st May 2016)

So 17.8% beteen the same 4 (presumed) nominee accounts.

That shows a decrease from 17.8% to 13.1% in about 1 year i.e. about a 26% reduction in private investor interest through those 4 (presumed) nominee accounts.

[barkboo] 18/8/2017 12:09

Yes, I think the game is more evenly matched right now - I will go as far to say.. those that want it racing have now the upper hand!

No scaffolders involved here.

[sikhthetech] 18/8/2017 11:48

The Ongoing Search For Quality: Q&A with Dominic Trigg, OpenX

[stocky] 18/8/2017 11:38

How many shares also belong to Insiders - BM, SC et al?The R1 shows that potential Nominee Accounts hold around 25%. So where is the float?

[jarvis4] 18/8/2017 10:06

Half a million trades in the first two hours. More buys than sells. Virtually all AT trades...... Nurse!

[jarvis4] 18/8/2017 10:02

Not sure I can take all this positivity. Think I might need a lie down.