Rhythmone Share Discussion Threads

[football] 26/1/2018 08:21

Loaf and R1 keep saying they have no problem with them figures so why not put some figures out then

[1gw] 26/1/2018 08:19

I sold some first thing to complete putting the arb back on.

[loafofbread] 26/1/2018 08:09

Just to add to yesterdays post.

Whitman go for $59M EBITDA in the first year on a MCap of $350M !

[football] 26/1/2018 07:03

maybe that will move some ad spend away from FB

[wheeze] 26/1/2018 07:01

https://www.georgesoros.com/2018/01/25/remarks-delivered-at-the-world-economic-forum/

[wheeze] 26/1/2018 05:49

Well said, George Soros.Serious respect !

[1gw] 25/1/2018 20:41

With the arb back to around 10% by my calculations, that's enough for me to buy some YuMe again.

[sikhthetech] 25/1/2018 17:58

Adform is adopting Ads.txt in January, on SSP and DSP side

[barkboo] 25/1/2018 17:24

I see somebody has thumbed down that bit of fantastic business - cant think why?

Wonder if it is a fan of Sarah Brightman - that toilet keeps flushing back. lol

[barkboo] 25/1/2018 16:56

Ah, remember this - "The book value of RadiumOne's gross assets was $71M.

1R is only acquiring certain assets and associated liabilities of RadiumOne. Given the scale and complexity of the Acquisition, 1R expects to complete the integration of RadiumOne within 12 to 18 months of ownership. Subject to execution of the cost synergies alone, the Company anticipates that the Acquisition will generate $65M to 75M in revenues and $1M to $3M in Adjusted* EBITDA over the next twelve months. Both are forecast to grow, contributing to organic growth and improved operating margins thereafter."

Then we had this good news - "RhythmOne announces brand consolidation following integration of RadiumOne's data-driven marketing technology and solutions."

""We've had a very exciting four months, with dedicated teams working on a number of initiatives to bring this powerful offering to our clients,"

So no 12 to 18 months despite scale and complexity of the Acquisition - double quick time...coincided with a delayed trading update. Did we have conformation that RadiumOne will generate $65M to $75M in revenues over the next year? lol

Yes - I am rather enjoying the banter.

[sikhthetech] 25/1/2018 15:33

‘We’re at the foothills of what we can do’: How The Guardian improbably put itself on the path to profits

No longer chasing reach
When Pemsel and editor-in-chief Katharine Viner laid out their three-year cost-cutting plan in 2016, weaning itself off chasing reach was the top priority.

[barkboo] 25/1/2018 14:01

Totally agree Loopy - I know nothing!

[sikhthetech] 25/1/2018 13:56

gl, agree...

and RF they ran into negative cash flow because it was taking longer to collect money owed...

"Rocket Fuel claimed the negative cash flow happened because it took longer in Q1 to collect money owed, while facing higher media costs and a “one-time restructuring cost.�"

"But while Rocket Fuel CFO Stephen Snyder noted the benefits of being part of Vector Capital’s fund, he added that Rocket Fuel’s “cash balance was fine.� At the end of Q1 it had $62.8 million in cash."

[barkboo] 25/1/2018 13:45

Gowlane - you have sold, what have you to worry about? Other than being skint of course.

[gowlane] 25/1/2018 13:21

Two companies that, after a series of misadventures, have gone ex-growth in a high growth industry, decide to join forces.

First item on the agenda is extract all the cash. Next is get into debt to keep the lights on. Finally look around and see if there are any other losers out there to combine with.

Unless there is a miracle turnaround here the danger is that the share price will begin to slide into oblivion, or has that already begun?

[gowlane] 25/1/2018 12:53

Sikh, I bet they are all double checking their invoices, which might be having knock on effects in terms of the amount of debtors 1R have to carry on their balance sheet. Perhaps this is why they appear to want to borrow more than was expected.

And as discussed before, daily sales outstanding have moved from 50 days in March 2016, to 93 days in Sept 2017, and Reginelli told us recently they want to keep it under 100 days.

It will be interesting to see how it stands on 31 March, anything over 100 days has to be a red flag.

[sikhthetech] 25/1/2018 12:16

gl, the mediation wasn't settled, so it's back to trial or possibly further mediation... wasn't the 1st withheld payment by DataXu last Jan, in which case it's now a year...

I think 1R must win otherwise other companies might follow DataXu and take action....

[barkboo] 25/1/2018 12:15

Loopy - "Still thankfully Still thankfully nobody takes you seriously"

Absolutely true - nobody takes me serious, and been wrong so many times....

For all those that wonder how I've guessed most of the big buys, the Hedge fund antics, the Blackrock sting and the lucky RNS calls.....

There you have it - Loopy is my best witness, I am always wrong..and I have never posted any info that could be construed as insider!

Thank you my friend - I have been telling rags this for years..nice of you to back me up.

[leluot3] 25/1/2018 11:15

'very helpful'

hahaha- more than can be said about you!

How wrong is your £24 call?!!!!

a) Just a little b) Rather a lot c) the call of an insane fool

Difficult one. So I will be helpful. Yes its 'c'!!

And thaty means Years of happiness!


Still thankfully nobody takes you seriously! -

[barkboo] 25/1/2018 10:52

Loopy - "you've been wrong so many times I am so happy for you."

Thank you my friend - keep posting similar, very helpful!