Rhythmone Share Discussion Threads

[barkboo] 22/2/2018 13:31

JohnnyC - I am a genius in all markets!

[jonc] 22/2/2018 13:29

Lol.

Everyone is a genius in a bull market.

[barkboo] 22/2/2018 13:25

Cranky - do you remember way back on the 21/09/2015 when Zurich withdrew from takeover talks with RSA and you along with others laughed because I had build up a nice holding in RSA way before the announcement.

Scaffolders guessed and fancied the deal...I think I remember my old friend Jarvis was already in for a few quid...a shrewd gentleman!

RSA dropped from 530p to 380p in four months - again I started catching those knives!

I remember telling Gordon it will be £5 again before the end of 2016 - it was in fact over 580p....nice results today. lol

Cranky - I will repeat, you rags are easy!

[jonc] 22/2/2018 13:24

I suspect that they are losing more money not less.

[wheeze] 22/2/2018 13:13

Sikhthetech, not sure how to interpret your most recent post. You appear to suggest (forgive me if I am wrong), that RhythmOne is making a lot more money since the acquisition of Perk, RadiumOne and YuMe. I am not sure that anyone is going to disagree with you, after all was that not the point of acquiring these assets? So why is is that post acquisition, the market values R1at the same price as before ?

[1gw] 22/2/2018 13:09

Short positions, arb positions or shares on loan?

If the increase in shares on loan since the YuMe merger was announced was mainly because of arbitrage (short R1, long YuMe) then we can expect to see a fall in SoL in February since those arb positions should have unwound with the completion of the merger.

[sikhthetech] 22/2/2018 12:17

Ken,

Big Bear comments on the huge increase in revenue comparing Q3 2017 to Q3 2018...


What he 'conveniently forgets' to mention is that Q3 2018 revenue includes a FIRST TIME near full year's contribution from Perk and several months contribution from Rad1...although he does conveniently mention that Yume should boost the revenues further...

we must be due another smooth, well written, post from Sobeit soon...
;-)



From BB's post:
"The recent Q3 Trading Update, issued on 2nd February, on completion of the YuMe acquisition, indicated $78m revenues for RhythmOne in the December quarter…{i.e. 8263.8 vols times 0.35 Fill rate times $2.71 CPM avg pricing = $78 million revs for Q3}.

That’s well up (The FY2017 Q3 number was $42 million revenues for the December quarter). And how much more would it have been if we added in YuMe revenues, as we will be doing in future?"

[barkboo] 22/2/2018 12:15

Cranky - "Barky stop using me as a reference point to trying to prove your self worth as a knowledgeable investor"

Yes - but you are so easy!

[wheeze] 22/2/2018 12:14

Should have added -not a traders share either. The price is tightly choreographed- this could go either way. One thing I am one hundred percent certain of - the current price is not based on anything. This could be grossly undervalued (in which case hurrah) or overvalued, in which case many on this board will be delighted to be proven correct. Time will tell. The twenty quid brigade could yet be vindicated.

[wheeze] 22/2/2018 12:04

Kendo, I couldnt agree with you more. Not a share for widows and orphans. But heck, youve got to admit this has potential to fly. Without numbers its a pure gamble and one has to be prepared to lose big time if it flops. But then Toscafund is still buying - theyre willing to risk millions clearly. Theres no quick bailout for them. Why are they trying to acquire more shares in a worthless company ?Following the YuMe transaction there always had to be downward pressure from sellers who dont want to hold R1 paper. Tosca is using this to mop up as much as they can. They are doing a great job keeping the price down,If the potential becomes evident you won't be able to get your hands on any stock, thats for sure.Continue to hold. May be tempted to buy if there is any further weakness.

[kendonagasaki] 22/2/2018 11:49

All that was missing from big bears post on iii was a $50 dollar a share valuation!!Lol!

[kendonagasaki] 22/2/2018 11:37

Very fast and some companies appear to have better tech and better revenues and a hell of a lot better growth too?Clarity needed.Short positions in 1R have increased by 30%.Someone's confident?

[bennywin] 22/2/2018 11:30

Lol lol lol
The sound of a deluded nutter in a bedsit.

[sikhthetech] 22/2/2018 10:15

Ken,
The industry is changing fast, is under the spotlight and faces several challenges... With Google, FB and Amazon dominating ad tech, the smaller players need to stay ahead of their competitors to do well...

With industry challenges/changes like ads.txt, Google's exchange Bidding test, GDPR, ITP, where do 1R stand??...

I haven't seen anything which shows 1R are ahead of the competition...
Their recent TU showed only 13% growth in programmatic revenue growth and that includes virtually a year's contribution from Perk and some from Rad1...

Has anyone else?

[barkboo] 22/2/2018 09:22

If trading was easy - there would be all winners and no losers! If the favorite result, in other words the outcome was always that of general consensus, you would have a one-sided market..and of course a one sided market would be no sellers and no market.

The deception and temptation used - is the only tool MM's and big hitters have to relieve the pawns of their hard earned! We are the pawns.

These same gangsters are after more deregulation - that is on top of regulators turning a blind eye on 99.9% of their current activities.

The easy way to be successful and beat these gangsters is to read company information that has been rns'd and passed through the trading floor - and act on it!

Don't listen to me, don't listen to the two Johnny's, don't listen to blogs, don't listen to tipster mags, don't listen to columnist's, writer's, commentator's or analyst's - you cannot trust any!

Once you can prove to yourself that the share price is value, act! From that point on, operate your own book and hold your nerve...you will not be wrong!

[wheeze] 22/2/2018 09:04

Cheers Barky. The goading is unnecessary, when all we seek is a civilised debate. My finger is on the nuke button, metaphorically speaking I should hasten to add. Wont hesitate to use if pushed.

[loafofbread] 22/2/2018 08:50

I hope Ted is enjoying his first year in the job, can't say I am.

Can't wait to see the pay rises and bonus packages they award themselves.

[barkboo] 22/2/2018 08:41

Wheeze - JohnnyC admits to losing 50k here..most of his other stocks, and posts referencing them, also look pretty bleak.

He looses his temper and composure on almost all of those threads - then asks readers to follow his advice and short to zero here.

A guy that cannot make money - and with a huge chip on his shoulder! I know a good chippy with a sharp chisel. lol

[wheeze] 22/2/2018 08:24

Gullible I may be junkie, not lacking in intelligence though.Did I not tell you a weasel outwits a lapdog every time ?Want me to prove it ?