Rhythmone Share Discussion Threads

[1gw] 23/8/2017 12:30

I wonder if R1 could have been unable to issue a statement in support of the share price during the recent "collapse" precisely because they were in discussions with YuMe? i.e. there was some potentially market-significant news that they were aware of so they couldn't issue a statement saying "we know of no reason..." but equally they weren't ready to issue a statement explaining what was going on.

If there is anything going on with YuMe and it involves R1 paper, it will be very interesting to see what price it is valued at.

[barkboo] 23/8/2017 12:29

Things getting a little interesting - I wonder if there will be an rns shortly?

All rather exciting.

[1gw] 23/8/2017 12:23

Alphaville seem to have been expecting R1 to issue a statement today.

[lance corporal winstanley ash] 23/8/2017 12:20

Football. What's the verdict?

[wheeze] 23/8/2017 12:13

Alternatively, RhyMe has a nice ring to it...

[jarvis4] 23/8/2017 12:12

Kendo....perish the thought old son. If you are but one entity then I pity you.

On a lighter note, who has partly released the brake? Perhaps the dark WPP cloud does indeed have a silver lining.

[1gw] 23/8/2017 12:05

R1 is the biggest by market cap so presume R1 management would survive, if the Alphaville comment about discussions is correct. And if R1 are looking to use paper, it would be nice to see the share price get back towards 50p before the price is set, although both YuMe and R1 prices seem to be on a fairly steep upward trend at the moment.

[stocky] 23/8/2017 12:05

Don't Yume give a divi?

[wheeze] 23/8/2017 12:04

So long as their main aim is to maximise value for R1 shareholders, I am happy. Not making any assumption that my happiness is of the slightest concern to them, I should hasten to add.Could I suggest a name for the merged entity - R YuMe. Would suit dual personalities, no aspersions to anyone on this board.

[sikhthetech] 23/8/2017 12:04

LCWA, interesting...

Yume recent results...

Financial highlights for second quarter 2017:

Revenue of $42.8 million, compared to $40.7 million in the second quarter of 2016 (Q2 2016);
Revenue from top 20 advertising customers of $21.9 million;
Mobile, tablet and connected television impressions accounted for 64% of revenue;
Programmatic revenue1 was $11 million;
Gross margin of 50.9%, compared to 50.6% in Q2 2016;
Net income of $4.4 million, or $0.12 per diluted share, compared to net loss of $2.5 million, or $0.07 per diluted share, in Q2 2016;
Adjusted EBITDA2 of $7.6 million, compared to adjusted EBITDA of $2.3 million in Q2 2016;
$73.9 million in cash, cash equivalents and marketable securities and no debt as of June 30, 2017.

[lance corporal winstanley ash] 23/8/2017 11:46

How much cash have yume got?

[football] 23/8/2017 11:44

Are you feeling better now loaf with your prediction and holding?

[lance corporal winstanley ash] 23/8/2017 11:37

Well sounds like various options being explored

[lance corporal winstanley ash] 23/8/2017 11:36

Yume merger talks allegedly

[jm2009jm] 23/8/2017 11:25

FT Alphaville ...



...see the post at 11.05am

[sikhthetech] 23/8/2017 11:18

RF's Q2 revenue dropped by a 1/3...



Rubicon Q2 revenues dropped 39%



1R H1 will inc 1ST TIME contributions from Perk & Rad1, so H1 revenues should be a lot higher than last year...

[stocky] 23/8/2017 10:53

I think BM did allude to being in negotiations with interested parties last year. Before Perk came knocking on R1's door. Maybe BM could not close? Maybe BM was not trusted? Maybe the radio silence is due to on going negotiations now? Maybe maybe!

[sikhthetech] 23/8/2017 10:49

WPP faces worst year in a decade as advertisers cut spending


Shares in Sir Martin Sorrell’s advertising group fall by more than 10% as it slashes growth forecasts for second time this year

[barkboo] 23/8/2017 10:47

Edelman told big ones - i have your stock on the back of his scam! lol

In real profit since September last year, not "big profit" lol....look forward to November.

Luafc - if you get a kick at wasting your time trying to beat me...please continue - you will come second my friend!

[football] 23/8/2017 10:42

Polythene in the land of the blind the one-eyed man is King

[polythene] 23/8/2017 10:34

Agreed that R1 are the cleanest out there but there is no evidence that that is proving a big, or any, advantage at the moment. If the industry wants clean, why are they not breaking the doors down?

[stocky] 23/8/2017 10:31

Maybe Ted came into bag the deal, as BM was maybe viewed as too dodgy?