Rhythmone Share Discussion Threads

[sikhthetech] 23/8/2017 15:59

from the above link...



"The transaction is the latest in the ongoing round of mergers and acquisitions in the ever-evolving adtech sector, with recent weeks witnessing the sale of nToggle to Rubicon Project. This period also saw fellow publicly-listed outfit Rocket Fuel agreeing a sale to Sizmek, Outbrain purchasing Zemanta, plus Tremor Video selling the demand-side platform area of its business to Taptica. Meanwhile, Media iQ struck a similar deal to DoubleVerify’s move with a significant investment from private equity house ECI Partners."

[sikhthetech] 23/8/2017 15:56

Following on from RF's sale another M&A...

More adtech M&A as DoubleVerify sells majority stake to Providence Equity Partners

"The terms of the transaction have not been publicly disclosed by either party, but media reports have pegged the financial value of the deal at $200m. The DoubleVerify management team is set to continue in its existing guise once the transaction has been closed, with Desmond having been appointed lead director of its board."

[lance corporal winstanley ash] 23/8/2017 15:53

Quite credible. What's the lol all about? You're a weird one.

[sikhthetech] 23/8/2017 15:51

LCWA, both share price slid after RF sale... could it be credible to say that it was RF's sale at a low sp, which was the reason for the share price slide for both... or is that not possible... lol

[barkboo] 23/8/2017 15:50

Gordon - a lot of interest ah? All rather fun..

[1gw] 23/8/2017 15:47

The transaction for today's rns is 7th Aug, which pre-dates the transaction for the rns issued on 14th Aug.

Today's shows they went from 24.698m to 24.886m on 7th Aug
The 14th shows they went from 24.704m to 25.004m on 14th Aug

Today's has another fund in it (a small holding by Elixir) and a lower amount for the Prospective fund.

Both show them crossing the 5% threshold!

Perhaps they crossed the 5% threshold on 7th giving a holdings notice on 14th which R1 missed (because there were 2 on the same day), then dipped below 5% before crossing 5% again on 14th with the holdings notice which R1 published on 14th.

Anyway, looks like someone dropped the ball somewhere. I'm tempted to ignore today's and treat the one from the 14th as the latest position.

[football] 23/8/2017 15:37

added .00168% up to 5.02% from 5.042%

[barkboo] 23/8/2017 15:37

All you rags try so hard - and I have that unfair advantage! lol

[barkboo] 23/8/2017 15:34

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

That was a bit of luck? lol I'm glad I always get it wrong Slap Head.

[wheeze] 23/8/2017 15:29

Why another RNS today ?

[lance corporal winstanley ash] 23/8/2017 15:17

Its 07:15 in silicon valley so I imagine they're all up by now. Power breakfasting

[lance corporal winstanley ash] 23/8/2017 15:15

Any word from Fti or Dan football?

[barkboo] 23/8/2017 14:58

I have a feeling that a couple of faces want this share price up - right here, right now!

I'm hearing that there is a few quid going on this afternoon - whats the time? Gangsters still trying to keep the lid......interesting.

[stocky] 23/8/2017 13:58

Long live the United Kingdom of America!

[loafofbread] 23/8/2017 13:50

FB,

Yes, happy when we hit a £1.

[wheeze] 23/8/2017 13:45

Agree 1gw. Problem I have is, this would be yet another British company lost. We cant seem to grow anything anymore. The moment a company shows sign of promise someone snaps it up. Not complaining mind, but having received Arris paper for my Pace plc shares still rankles.

[1gw] 23/8/2017 13:39

Thinking about it, if R1 and YuMe were to get together they might well want to keep the YuMe US listing and ditch the R1 AIM listing. That would presumably mean billing it as a near "merger of equals" and exchanging R1 paper for YuMe paper.

[lance corporal winstanley ash] 23/8/2017 13:03

Why's it interesting?

[kendonagasaki] 23/8/2017 12:43

A consolidation with or of YUME would make them bigger but with 1R they would cleanse all their inventory.A unique proposition indeed?Something definitely happening here.Keep it in mind also any proposed merger may bring about a direct bidding war for the purchase of 1R at a premium price well above its current valuation.

[football] 23/8/2017 12:42

Lance Corporal all I remember was talking to Brian at the AGM and he said or intimated that there was something quite right when they did due diligence about them/Yume so no deal was done, but who knows if the price is cheap enough you'll never know

[ahernsv] 23/8/2017 12:40

From Yume 2nd quarter results reporting earlier this month:

hxxp://investors.yume.com/about-us/investor-relations/financial-releases/press-release-details/2017/YuMe-Reports-Second-Quarter-2017-Financial-Results/default.aspx


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.

[stocky] 23/8/2017 12:38

Someone grabbed circa 400k shares, it would appear. Something is on the boiler. I assume that it is maybe Amazon knocking at the door....