Rhythmone Share Discussion Threads

[stocky] 12/9/2017 12:22

Good point though, Sikh! Perk should not have been an issue, as it was already integrated. So the only challenges would have been the Rad1 integration/announcement and maybe the YuMe negotiations. Obviously, YuMe wanted a deal done at the lowest R1 shareprice, so maybe this was the end result?

[stocky] 12/9/2017 12:18

Gustafson, I also thought that they would be obliged to release a statement if trading had deteriorated. Is this not the case?

[sikhthetech] 12/9/2017 12:15

Industry challenges/changes such as header bidding, delayed payments, big advertisers reducing spend, pubs questioning fees... some of these may hit later this year or next...

[lance corporal winstanley ash] 12/9/2017 12:13

Is that the Royal we Stt? You don't even own any shares in the company.

[sikhthetech] 12/9/2017 12:13

Polythene,

how many times have we reached the results and been disappointed.. always jam tomorrow and disappointing when it comes to results...

The industry is fast changing and I'm not convinced they are keeping up...
3 yrs of declining cash (and revenue had they not bought Perk)...

[sikhthetech] 12/9/2017 12:03

They bought Perk last Dec, completed acquisition on 17th Jan...

It didn't stop them issuing a TU on 16th Jan, followed by the acquisition update a day later... I don't buy the argument that it was irrevelant...

The Jan TU was positive, wasn't it..


They could have had the forthcoming yume vote a week later and announced a TU at beginning of Oct... so, giving 1R shareholders vital information on the Perk, Rad1 integration progress and crucially cash situation...



Q3 TU - 16th Jan


Perk acquisition update - a day later 17th Jan..

[gustafssonj] 12/9/2017 11:31

I would say that any deterioration in trading would need to be communicated to the market. I would guess that the trading in line with expectations statement was to allay investor fears at a time, as articulated by 1gw, of considerable pressure and change.

However in hindsight releasing the usual metrics would have had more of an impact in allaying those fears.

[jonc] 12/9/2017 11:30

I believe they are unethical in the way they choose to disseminate information about the company's performance.

They promised quarterly updates and then ceased without reason.

In my eye that makes them unethical and disreputable.

[polythene] 12/9/2017 11:24

Why does that make them shysters? Poor performance does not make the board criminals.

[jonc] 12/9/2017 10:21

They would reach out better and with more success if they held a seance.

[jonc] 12/9/2017 10:16

Rubbish.

They know the figures.

They cancelled the quarterly update because they were poor.

They could have given the figures and commented on integration etc but they ducked it with the anodyne 'trading in line with directors expectations' A bunch of shysters operating in an industry full of sharks.

[1gw] 12/9/2017 09:52

Email from R1 to its DSP partners, published on the YuMe SEC filings page.

[1gw] 12/9/2017 09:44

I'm not convinced that's the case Polythene. And I certainly don't buy Kendo's argument.

If you put yourselves in the board's shoes at AGM time, with Perk done, RadiumOne just announced and (as now seems very probable) YuMe acquisition negotiations well advanced, what is the point of giving the usual detailed operating stats (volume, price, fill rate)? They had in any case reached a natural breakpoint at the end of FY17 with the non-core assets gone.

Any trading statement for 1Q must have seemed completely irrelevant given the huge changes to the business that were underway. So a brief "in line with management expectations" could well have seemed like a good idea.

And knowing what we now know I tend to agree that it was a reasonable approach, if only they could have communicated the reasons a bit more convincingly.

[polythene] 12/9/2017 09:16

The silence from 1R on performance indicates that they do not want to communicate on performance because it is not very positive. Simples.

[polythene] 12/9/2017 09:16

The silence from 1R on performance indicates that they do not want to communicate on performance because it is not very positive. Simples.

[kendonagasaki] 12/9/2017 09:08

The silence from 1R in ref of performance indicates they want everyone to sell up and go away.If not they will contine to sink it further and then make us all ho away for 50p.These are proffesional criminals at work and play.I quite admire them.

[leluot3] 12/9/2017 08:57

Remember to muck out the stable football


looks like another bullish day for R1

onwards and downwards!

[lance corporal winstanley ash] 12/9/2017 08:25

How low will this share price go? Looking like sub 30 now.

[stocky] 12/9/2017 08:04

Same thing.

[jonc] 12/9/2017 08:03

No your stupidity.

[stocky] 12/9/2017 08:00

Lol. JonC is laughing at our misery.

[wheeze] 12/9/2017 07:19

Interesting post LCWA. Do you think it possible that this acquisition trail may simply have been a ploy to wrestle as many shares as possible from PIs ? As many have observed, this is Aim where anything can happen. Probity is such an old fashioned concept.

[stocky] 12/9/2017 07:12

Tend to agree with LWCA. The insiders have filled their boots with R1 shares. They are probably now doing the same on YuMe shares.