Rhythmone Share Discussion Threads

[bluesbreaker] 25/9/2017 20:58

Thanks, Loaf. Appreciated.

[1gw] 25/9/2017 20:56

jocojoan - I don't really feel like writing up the whole conversation I'm afraid. The point I was trying to make was that for anyone who has a lot of questions about the company and especially for someone who doesn't seem to trust answers fed back on here, general meetings are a great opportunity to put questions directly to senior management and directors. What people do with the information they get from such conversations is up to them - they can take it at face value, or dismiss it as spin, or follow up with emails asking for evidence, even publish it on here etc. But surely, for those who have the time and are serious about understanding the company better, it's good to take the opportunity to have a discussion direct with the company reps in the first place, isn't it?

[loafofbread] 25/9/2017 20:26

As 1GW points out, all the BOD members were happy to answer all questions. I think we actually ran out of things to ask rather than them wanting to leave!

We now have a period over the next few months of consistent news flow.

My personal view is that it will be extremely positive.

[loafofbread] 25/9/2017 20:03

Blues,

Pretty much led from the Yume side. They look on a 40cents or 40p stock as wtf!

Basically 2 fold, keep existing and new us holders happy and to restrict the free float.

[bluesbreaker] 25/9/2017 19:56

Thanks for the AGM notes, guys. Did they expand on reasons for the 10-1 consolidation? TIA.

[jocojoan] 25/9/2017 17:33

1gw, any chance you could elaborate on your comments "I was able to work through Q's on consolidation/US listing, financing of cash component, forward timetable, etc
Thanks in advance. jj

[football] 25/9/2017 17:24

Warren BuffettTime is the friend of the wonderful company, the enemy of the mediocre.

[sikhthetech] 25/9/2017 17:24

Ragos, yes, I agree with you... however, I'm not the one questioning why people didn't attend the EGM or AGMs.. 1gw asked why I don't...
I simply replied why weren't there a lot more PIs there then... what about the others???

I've owned Pace for 20yrs and have never attended an agm of theirs... went to 1 EGM, just before their taken over...

The point is every time over the past 3 yrs, posters on here returned from the agm/egm full of enthusiasm, claiming it was great and that enthusiasm wanes when it comes to results...

[ragos] 25/9/2017 17:15

stt
Did it ever occur to you that not everybody can travel?
R

[football] 25/9/2017 16:41

leluot3 back to reinforce negative of it being a red day and sowing the seeds of doubt again don't forget not to show your face on the blue days as it goes against company practice and is separable I've heard winter floods

[leluot3] 25/9/2017 16:33

Yes a great AGM and another losing red day

Hoodwinked again for sure


it amazes me how many times this BOD are believed by the rampers here - then stand back and Watch the share price fall again

well done guys - greatly heartened

[sikhthetech] 25/9/2017 16:28

So, why didn't a lot more PIs go to the EGM????

How much cash have they got left, after buying Yume..

[sikhthetech] 25/9/2017 16:26

1gw, my question is where's the evidence that Dataxu is not paying other companies...

who are these other companies?

I'm asking for a link as proof, as credible evidence not speculation...

Dataxu are fighting ad fraud, another article...

[football] 25/9/2017 16:21

37p finish anyone? Or good news tomorrow and opens up at £3.70

[ragos] 25/9/2017 16:12

1gw/stocky
Greatly heartened by your comments and more importantly by your actions.
R

[1gw] 25/9/2017 16:03

STT - I also had a conversation at the meeting today where it was suggested to me that R1 were not the only ones having trouble collecting money from Dataxu.

Why on earth you don't come to these meetings and join in the conversations yourself is beyond me. Apart from loaf and myself, there can only have been a handful of actual individual shareholders there today I think. And we had MO, TH, RN and DS from R1 hosting a townhall-type Q&A session and then talking over coffee afterwards.

I was able to work through Q's on consolidation/US listing, financing of cash component, forward timetable, content of F4 filing, analyst estimates vs management expectations, arbitrage, Radiumone contingent payment, relative attractiveness of YuMe before and after Radiumone acquisition, dataxu, change of CFO, international expansion...

[stocky] 25/9/2017 15:59

Sikh, you should have gone to the AGM. You would have learnt a thing or two.

[stocky] 25/9/2017 15:54

Indeed, a great AGM. I have also added some today.

[lance corporal winstanley ash] 25/9/2017 15:52

Sikh. You dunce. The general meeting was this morning. Read between the lines.

[football] 25/9/2017 15:49

Kendo how can you sell what he doesn't hold any more?

[football] 25/9/2017 15:48

thanks 1gw that's what I got told a few months back that the brokers come in and they discuss what's happening with the company and then agree with the brokers what the figures are going to be basically in their notes rather than offering guidance themselves.

[1gw] 25/9/2017 15:45

Agree. Really good Q&A session plus informal chat afterwards.

I certainly came away with renewed confidence in the outlook.

Perhaps the single most useful bit in my opinion was the discussion around "management expectations" and brokers notes. While they were careful not to say that they provided "guidance" to the brokers, they pointed to the number and consensus of brokers covering the company and suggested they were not uncomfortable with what the brokers were putting in the notes.

We are likely to get 6-monthly TUs going forwards, with the first one due in October. The F4 "prospectus" filing should be published "later in October" with the timetable driven in part by the level of detail required - including getting audited accounts for all the individual bits.

I've just bought some more on the basis of all that.

[sikhthetech] 25/9/2017 15:45

Loaf, is it just your view that you believe Dataxu have stopped paying other companies and have funding problems...Or do you have any link to back it up...

[kendonagasaki] 25/9/2017 15:42

Have you added or sold Sikh?