Rhythmone Share Discussion Threads

[geheimnis2] 14/9/2017 12:31

Even luloo is feeling bullish!

[leluot3] 14/9/2017 12:27

Stocky on the bottle again

You could start by asking for more than 33p

Its just pathetic and a tad short of 240p!

[stocky] 14/9/2017 11:56

So many rhetorical questions!

[lance corporal winstanley ash] 14/9/2017 11:10

Who are you calling ordinary Stt?

[sikhthetech] 14/9/2017 11:05

it's the IIs making the money.. whether it be arb trading or not...

Yume's shareholders, eg Viex already made a tidy sum from the Yume special divi... if the deal goes through, they will get a nice additional cash sum... oh and still have access to the current Yume cash...

Does it look like those IIs care about the ordinary PIs... what do you think????

[precinct14] 14/9/2017 10:50

LCWA- investors have been told that R1 has been making real profits for a year now- by Barky no less! Can't you just take this as reinforced steel confirmation, like every other PI??

[stocky] 14/9/2017 10:42

Though, the share price rising or falling depends on the results. Most PIs are expecting poor H1 trading, including myself and Nanny.

[stocky] 14/9/2017 10:32

The deal could fall through if YuMe shareholders challenge the deal. At the moment, the offer is closer to $170m.

[lance corporal winstanley ash] 14/9/2017 10:22

The deal won't fall through Stt. Think of another angle. Maybe bad weather?

[lance corporal winstanley ash] 14/9/2017 10:21

This arb malarkey is a side show. Investors need to know whether 1r is making any profits.

[1gw] 14/9/2017 10:14

Well that's what makes a market STT.

The arb disappears about 31p on R1 at current xrate and YuMe price and it would be reasonable to leave a few % in because of remaining uncertainty around completion. FWIW I would expect both to start moving up fairly noticeably once the arb gets down consistently to 3% or 4% although it might need a catalyst such as the R1 shareholder vote passing.

Once the arb (all but) disappears there is more gearing to the upside on R1 because of the cash element in the deal. i.e. if R1 rises by 30% then the equivalent rise in YuMe should be a bit under 20% because the $1.70 cash element is fixed. So there may be some flow back into R1 from YuMe once it looks like a sustainable bounce is underway.

No advice intended of course.

[sikhthetech] 14/9/2017 10:00

I agree with Ken, if the deal doesn't go through, I suspect the share price will fall... as there will be a degree of uncertainty.... and if Viex have been buying 1R, they might sell..

[sikhthetech] 14/9/2017 09:55

I doubt majority of shareholders are interested in the ins and outs of arb...
It is fascinating to watch.. I wouldn't be surprised if Tosca were buying Yume, a bit more cash for them, should the deal go through... oh and the extra 1R shares...

I think the majority of PIs want to know if the shares are going to go up and when is the best time to sell???

[loafofbread] 14/9/2017 08:08

You don't have to be a genius to guess they won't be buying the new ROne with it!

[stocky] 14/9/2017 08:06

I wonder if Tosca are also buying Yume shares and Viex buying R1? That's all kosher right? Technically, they dont have to report anything. We'd only find out when the 2 companies are merged. From Nanny's calculations, Tosca should have 20% of the joint company and Viex 5%.

[1gw] 14/9/2017 07:21

LCWA isn't it effectively the opposite? Because of the cash element there's actually a concentration not a dilution if you look at YuMe plus R1 together. $185m of YuMe market cap is being replaced by $125m of new R1 market cap. So Yume shareholders have $60m looking for a home.

[stocky] 14/9/2017 07:13

LCWA, I think someone needs "Arbs 101" for Christmas! Great read.

[lance corporal winstanley ash] 14/9/2017 07:00

Can we stop going on about arb trading please. It's doing my head in. The share price is where it is as there will be a massive placing at 37pence. Thank you.

[stocky] 14/9/2017 06:27

Kendo, u need to get into the arb game. Millions to be made.

[stocky] 14/9/2017 06:25

Great News! Win-Win! Who could ask for more?

[1gw] 13/9/2017 23:04

Logically I think it might go up as any arb players look to cover their R1 short positions.

[sikhthetech] 13/9/2017 22:38

question is what is likely to happen to the share price if the deal isn't voted for?

[kendonagasaki] 13/9/2017 21:02

Sikh maybe its just me.....I dont want to appear negative.But there seems to be consistant form in regards to a lack of clarity?A bunch of crooks seems to be a more appropriate word imo?