Rhythmone Share Discussion Threads

[barkboo] 18/2/2018 12:23

Worth pointing out a number of posters have highlighted how wrong I am all the time....I try my best.

Thanks guys!

[barkboo] 18/2/2018 12:06

Ok - I can say this...rumor going round that the certain large investors here are now ready to take off the handcuffs.

What that will achieve - one can only guess? lol

Now that is the second time I have heard that guess in the last four days - I have to repeat, it is only talk from upstairs the "Ivy" ..two and two etc. Please do not act on that guess in any way...it is definitely hearsay and guessing! [Gowlane, the two Johnny's, take note you might be correct, so short to zero]

Speculation about any Yume update - Speculation about rumors of the RTHM progress - Speculation on what was published to the SEC.

Is the pressure getting a little hot - You decide!

[barkboo] 18/2/2018 11:34

Worth noting the corner will be operated by the same bloodline which managed to shift the share price down by £2.

If another member of that family - which Cranky has so eloquently highlighted, choose to invest and reverse that play...they will have a £23-20 stock, not dissimilar to the £24 scaffolders have been guessing all along.

Has a member of that family decided to invest? lol

Now we know very little about Ted - but any guy that could complete 13 acquisitions in two years at Rebellion Media, has to be able to handle things in a hardball way.

Ted has the business in place - Tosca need him as much as the other way round....the Yume deal was a big un'

[barkboo] 18/2/2018 11:06

Cranky, so let me get this straight - You are saying there is a "corner in place" lol

[kendonagasaki] 18/2/2018 07:47

Hi p14 In regards to honesty....?I noticed on the 5/1/18 that the 1R shareholder information had R&M showing they owned 6.76% of all shares.Then an RNS over a months later the 6/2/18 to say they had gone down from over 10percent to 6.76 percent.Strange one that.....??Also on the new refreshed and updated website you can't find the investor shareholder page anymore either?Also information about all exec team is blank?I also have a theory I want you to mull over, so bear with me.Tosca now have 24% of all shares, will they go for 29.9% I hear a lot of people thinking?, no imo they won't.You see Tosca outed SC and BM totally as they had no skin in the game and were probably aware at sometime they would be.Tosca have hand picked and restructured the whole exec board, a whole new exec board that hold just over 6% of the shares issued, granted Eric Singer is the biggest single shareholder but that aside.Tosca plus BOD equals 30%, 30% all the time.This way Tosca is always ready to strike at a distance below the individual 30% usually required by a single state holder to act.With the new YUME small private share holders bailing out as well as wiping out any significant UK holders voices being heard due to the 10-1 dilution this company now is owned by just venture funds.These venture funds will all line up to Tosca's long term plans as soon as they smell any decent gains.1R never were any good at telling us who really owns what and where and on time.

[kendonagasaki] 17/2/2018 22:20

Digitalis went to town riding the pony!The pony should ring the RSPCA....there are laws against that sort of thing?????

[luafc] 17/2/2018 08:05

BARKBOO is intellectually stretched for a universe of reasons, but one reason is that he doesn't understand you can support or invest in something, yet still be critical. Barky, try going to a sports arena instead of preening endlessly over your tediously self-involved and hollow 24/7 posts. There you will witness supporters castigating their chosen team if it isn't trying or is making tactical blunders. Similarly, a long term holder can criticise management to try and get it to improve; a long term holder doesn't worry about a short-term effect.
You are a faith investor, so blinkered you cannot recognise the tapestry of management errors that have occurred. You blame everything on a historic short attack that probably was cynical. But that's history and the thrust of that attack stuck for a large part because there was merit in the accusations. Get over it.
Your rigid target price of £24 is absurd. It's a kite in fantasy land. It has never moved despite so many changes that have occurred over time. Can you imagine a broker that publishes the same forecast year after year when it is so at odds with a company's deteriorating results?
Your street cred if you have any lies solely with the similarly stupid.

[barkboo] 16/2/2018 22:09

Pinky Pants - you did say you are invested here..just checking. lol Will you be selling, or do you think £24 is on the cards?

[precinct14] 16/2/2018 21:37

And they're not. And so you out yourself as a liar- yet again! The file builds. Who to go to first? Hmm.

Don't blame it on the sunshine
Don't blame it on the moonlight
Don't blame it on the good times
Blame it on the Berky

He just can't
He just can't
He just can't control himself

[barkboo] 16/2/2018 20:49

You're not! lol

[precinct14] 16/2/2018 20:33

Are R1 still in real profit?

Berky?

[kendonagasaki] 16/2/2018 19:58

Damn key board!Meant to say and he thinks it's a farce too!

[kendonagasaki] 16/2/2018 19:56

Sorry, damn key board!Meant to say Football mocks stocks!

[2oco] 16/2/2018 18:39

Dan just got demoted again.

[leluot3] 16/2/2018 17:37

Uncanny

The Caaptain of the Titanic posted at around 11am at the height of the R1 rush hour

Immediately thats a signal for the share price to turn South!


Another red week for this shambles of a stock. More traffic lights eh kid?

Thanks for popping in Digi.

[1gw] 16/2/2018 17:36

STT - in my opinion that's not a business case, it's a marketing pitch - explaining what R1-YuMe can offer its customers.

You would do far better (IMO) to read the annual report and the F4 to get a sense of the business case. I would suggest the CEO's report and the corporate strategy section of the 2017 annual report. BM succinctly lays out the ambition "to build the most efficient and effective platform for digital advertising and content distribution globally". The corporate strategy section goes into some detail on where and why R1 is playing. The F4 talks on page 29 of the prospectus edition and again in the "Company Overview" section on page 169 about how YuMe fits in.

But that's a tiny bit of what the company has provided to enable you to understand the business case.

Everyone will have their own interpretation of how to summarise all that, but I'd say if you want a "lift conversation" version of the business case it is that by achieving massive scale, automation and efficiency in their chosen adtech space together with demonstrable quality of supply, they will be able to become a credible alternative to the majors and will carve out a sustainable and increasingly profitable business.

So they're going to be buying companies and assets - that's the only way they can get the scale they desire quickly, but also they should be able to do good deals (for R1) because of their existing integration and scale. You can throw rocks over their track record on acquisitions, but the interesting thing IMO is that over the last 2 or 3 years they've been delivering on the key planks of the strategy and business case. They've created the platform (RhythmMax) and it appears to be efficient, they've plugged in countless elements of supply, they've got recognition for the quality of their supply, they've moved with YuMe not only to make a step-change in scale but also to build up the demand side, they've been picking up other assets (e.g. Perk, RadiumOne).

They could be looking at something not far off $500m of revenue in FY19 and can look forward to delivering cost synergies from RadiumOne and YuMe, and possibly revenue synergies as well.

Yes there is a whole long list of risks, but they're clear about what they're trying to do and they've made a pretty good start since, say, the 2015 AGM. They have in Singer someone who will IMO provide much-needed challenge at board level to increase the chances of future big decisions being the right ones.

At some point, if they get things right, they may of course get the chance to be consolidated themselves - and from an investor's standpoint that is another factor to consider.