Rhythmone Share Discussion Threads

[midasx] 26/1/2018 22:36

RTHM down 9.75% YUME down 5.6% nice work all around!

[1gw] 26/1/2018 21:33

wheeze - maybe because although reported this evening it actually occurred 2 days ago? At least that's what the London South East site has it down as: 17:12 on the 24th. Again that's "out of hours" so who knows?

[1gw] 26/1/2018 20:50

That's me buying YuMe into the close again for the arb.

[wheeze] 26/1/2018 20:44

1gw, how would you explain the 25k buy after hours at 287p ? Why would anyone pay 287p when the closing price was 254 ?

[1gw] 26/1/2018 17:52

Yes, but why does the arb keep reappearing? I bought YuMe at about a 10% arb against the R1 closing price last night, and sold R1 a bit below yesterday's close this morning (and "locked in" about 9% I think). I've checked once or twice this afternoon and the arb has stayed closer to 10% than 5% as far as I can tell.

So strong incentives for arb players to buy YuMe and sell R1 if they believe the merger is going to go through on the published terms (or better terms for YuMe).

Having got to a negative arb (YuMe trading above "fair value") not long ago, it seems crazy that it could reverse to such an extent unless people think the merger will collapse leaving YuMe stranded. But the only credible (IMO) opposition to the merger seemed to be coming from Edenbrook which has been awfully quiet recently and had a holding a bit less than the one Toscafund declared recently (so could even have sold out). And surely the most credible alternative to the merger going through on the published terms is for R1 to fail to get the 50% tendered that it needs and extend the offer for a bit, maybe with a small sweetener?

Assuming it isn't insider information, is it just nerves on the part of YuMe shareholders ahead of the initial deadline for the tender to close? i.e. R1 being driven down by the arb sellers and then nervous YuMe shareholders selling enough to offset the arb buyers? Is the tender process putting off some YuMe individual investors and they just want out now that they see the R1 price falling?

And why isn't Toscafund buying more if they were the ones pushing YuMe to a premium a little while ago?

Very odd relative price movements in my opinion.

[stocky] 26/1/2018 17:47

Someone should know whether it is Deal or No Deal.

[luafc] 26/1/2018 17:21

LOON: You haven't a clue.
Feels like the great ship RTHM, captained by self-serving pirates, could be leaking. We'll see.

Others: BARKLOON has many dishonest scruples. One is an unfortunate habit of accusing anyone critical of this apparent circus as angry and/or having lost on their investment. By the law of averages it may be true for some, but it's not true for all. Good old blinksy/RTHM floated at £4.50 in today's currency almost 11 years ago. Some made money for sure; but Edelman exposed the dubious sand on which the company was then built when the share price caught what looks to have been a dodgy and temporary ride. The boards are worth an occasional look-in for entertainment and a few examples of how not to live a life. Anything is possible from here. Nobody truly knows with RTHM because of the shabby shareholder communications. But (I suggest) it pays to keep expectations in check.

[wheeze] 26/1/2018 17:20

Nearly 25K picked up at 287 after hours. Someone wants em.

[barkboo] 26/1/2018 16:42

The three weeks late prelims would point to next week for the t/u - if the delay was replicated.

Equally - management could be looking to roll out a lot of news together?

I have said it many times - you cant fight the aim, impossible.. but you can use it!

[leluot3] 26/1/2018 16:24

MidasX
26 Jan '18 - 16:07 - 11990 of 11992
0   0  0

Nice opportunity to pick some up below 260!





So you can sell them below £2!!!

[andydangerous] 26/1/2018 16:23

There's major Fib support confluence from the last two swings at $3.95, I would expect it to find some support there.

[barkboo] 26/1/2018 16:22

Trading update should have been out - usual suspects playing the uncertainty game. Fears of! lol

Less than normal two to three hundred trades today - MM's just making the price at what they can get away with on a Friday...If you are worried sell!

[leluot3] 26/1/2018 16:19

Just as predicted

The fun is over - digi's traffic lights playing bright red as usual

Thanks for popping in kid

See you at £2 once again

[kendonagasaki] 26/1/2018 16:17

All sells coming through bad news cometh!!!

[kendonagasaki] 26/1/2018 16:16

How do those scaffolders do it?There amazing!

[kendonagasaki] 26/1/2018 16:15

Minus 9% and falling quicker than Barkys wifes knickers on a Rugby night do!

[midasx] 26/1/2018 16:07

Have you been selling some more 1GW?

Nice opportunity to pick some up below 260!

YUME down another 2%

[sikhthetech] 26/1/2018 16:02

andy, interesting, you could be right...
Yume share price back down to $4, down .13, 3.15% atm...