Rhythmone Share Discussion Threads

[1gw] 03/10/2017 08:01

I notice the FT tearsheet now has R1 as "high" on the "Markit short-selling activity".

So pending the Euroclear September data, that may be an indication that there really has been some significant arbitrage activity (or alternatively some straightforward shorting).

[stocky] 03/10/2017 07:14

I think a lot of PIs have followed your lead, AMT. I sold some in the 40s, but have bought nearly all back in the 30s. See how that goes. There are probably very few PIs left and hopefully the big boys know what they are doing? Apart screwing PIs.

[amt] 03/10/2017 01:03

I am surprised by some of the positive posts here. I sold out a while back at a considerable loss simply on the basis of the change in management and lack of updates regarding trading. If things were going ok then why did Brian go. It was a simple a decision as that for me.

[football] 02/10/2017 23:55

can't be many PI's holding anymore apart from a few here now

[shroder] 02/10/2017 23:40

These guys have just popped up as from 1/9 with 1.58% holding, nothing too remarkable about that but hey did hold via Fidelity back in the day.





Hargreaves Lansdown Stockbrokers have dropped to 3.68% reduced by 1.4m

Cross checking one or two smaller holdings, will update when known.

[football] 02/10/2017 23:33

can't wait for this to be updated again


Quantcast ranks - beginning of each month

11th

[geheimnis2] 02/10/2017 22:19

🤡🤡🤡🤡

[leluot3] 02/10/2017 21:58

So the great Barkpoooo - exposed for all to see

The royal flush Wonder man flushed down the R1 Loo

You have been doomed for months - but you didn't listen to my warnings. Soon you will have lost everything.

Thanks Barkpoo for spinnng all those lies. What an idiot you must look now.

[barkboo] 02/10/2017 21:48

No need to extract the urine Gordon - I pace myself, my trades all showed. I am not a scaffolder punter....they have clout my friend.

Same again tomorrow - lets hope I can keep everyone happy ah?

Remember - we are on the same side, I have never talked with a forked tongue to work a trade, that aint my style......I dont trade.

Please check every single one of my posts - I'm sure you have.

[1gw] 02/10/2017 21:11

There you go. $4.53 finish for YuMe. Spooky.

Absolutely terrible volume though. Only 88k shares traded according to Yahoo! vs 126k on Friday (usually a quiet day, although it was the end of the quarter) and a monthly average of 293k.

Did all the Barkboo and scaffolder volume bypass the normal channels or can we expect some big delayed trades to be reported?

Perhaps everyone's now waiting to see if the F4 and/or a TU are published this week.

[loafofbread] 02/10/2017 20:52

Has to be a chance of a chart repeat of Feb-May16 double bottom and then upwards post trading update.

[football] 02/10/2017 19:32

new pixalate all the same apart from "Mobile In-App" down 8

[barkboo] 02/10/2017 18:00

I was paying a little more than $4.53. Gordon. lol Have a feeling that under $5 will turn out very cheap.....we will see.

[1gw] 02/10/2017 17:53

Seems to be a relative lack of liquidity in YuMe today, for a change.

I bought more R1 today, intending to unwind my arb position by selling YuMe at about $4.63, which would have been an arb of under 2%. But against an apparent $4.63-$4.64 spread, I couldn't get a firm quote at all online above about 2000 shares and when I went through "fill or kill" with a $4.61 limit was told the bid for my volume was $4.53.

Happy to hold the YuMe position open for a bit longer, hoping liquidity will pick up again. Apart from the odd short-term move the price appears to be fairly steady still and the xrate has been moving in the right direction for a $ sale.

No advice intended of course.

[jwoolley] 02/10/2017 17:21

Was gonna say that as well Freddie, but didn't want to give sikhers a bigger head...

[freddie ferret] 02/10/2017 16:52

Sikh may be right, this may go below 300p.

[barkboo] 02/10/2017 14:25

Interesting to see what the NYSE has to say shortly - could be a little interest, you never know?

I for one are very interested - my guess is, so are others....bit of a nap hand here!

[barkboo] 02/10/2017 14:04

Loopy - do you know what a quadratic equation is? My appalling record.. finances my happy lifestyle. lol

Although I do judge wealth by happiness.

You sound happy as usual. lol

[sikhthetech] 02/10/2017 13:46

Gl, good find... about auctions...


"Buyers, publishers and ad tech companies who advocate a switch to first-price auctions say it’s because fair second-price auctions don’t exist anymore. SSPs have polluted them with hidden fees and manipulative auction dynamics.

Exchanges fiddle with clearing prices such that second-price auctions often close near the first price anyway. A $30 CPM bid might close at $29.99 or $28.50."

[wheeze] 02/10/2017 13:32

Footy,given the large number of posts throughout the day, both here and on lse, even through the weekend, I find your comments very plausible. All very entertaining. Personally I have never bought or sold on the basis of any observation made on a bulletin board, but I accept entirely there may be those who do.

[gowlane] 02/10/2017 13:09

It certainly makes a lot of sense Sikh, no point waiting for the ad tech industry to clean things up, that will never happen.

There seems to be a debate on the merits of first-price versus second-price auctions. Following one of your links led me to the following:

From goo.gl/RmHDFC

Exchanges with lower margins also benefit from first-price auctions. “If you can’t play [auction] games to make more money, there will be a price war,” said AppNexus CEO Brian O’Kelley. “It’s probably time for a price war.”

O’Kelley expects ad tech companies, including his, to take single-digit margins in the future, and phase out the “soft floors” associated with hidden margin.