Rhythmone Share Discussion Threads

[football] 27/2/2018 08:16

Anyone notice the extra hundred million so to what loaf is saying and the tens of millions extra profit exaggerated by the second post? And I remember if you say it enough people will believe you I guess some people only have to look in the mirror once and they believe what they say.



loafofbread - 25 Jan 2018 - 08:30:22 - 11956 of 12555 RhythmOne - 2016 a new beginning - RTHM
FB,

We have to assume everything is on target so all we can do is look forward to the offer result next Friday 2nd Feb (close 11.59pm 1st Feb).

After that we have Yume full year results (and final qtr) mid February. Lets hope they have their $32M!

Worth looking at the various broker notes that cover the Yume/Rone. Lets hope these are updated after the offer close.

I can see at least $5M of costs for each of us so bang goes our profit this year!

However, If they get this merger done and dusted by 31st March, which looks likely, then we have a clean start to the next financial year.

Forecast of $35M PBT on a MCap of $350M (yume+Rone)plus $50M in the bank.

Al things being equal share price should be double this towards the end of year.



and the BS!!


sikhthetech26 Feb '18 - 22:01 - 6666 of 6667
0 3 2
loaf, no need, if they, come fy2018 (a month's time), achieve the $500m revenue and $50m profit that you're trying to convince everyone that they will achieve, then I will attend the next agm and buy you a pint...

If not I'll post that you were BS...
Not long to go..

That's fair, isn't it... ;-)

[midasx] 27/2/2018 08:08

2017 was a great year for the markets in general and technology in particular.

Good old RTHM has a great deal of catching up to do!

[midasx] 27/2/2018 08:05

I think and hope so loaf, we are at another 2010 moment as far as I am concerned!

[loafofbread] 27/2/2018 08:03

Your last post pretty much says it all when it comes to your actual knowledge of this company. i.e not much.

That's next years result as everyone (bar you) knows.

Try and keep up.

[loafofbread] 27/2/2018 07:51

With the radium one deal they only had a few months notice before they had to act which is perhaps why the integration took slightly longer than planned.

With Yume they have been joined at the hip for about 6 months, with joint company meetings, staff liaison, dept cross overs so you would hope it all happens reasonably quickly. Same for the easy cost cutting, listings etc.

Lets hope yesterdays volume and decent buying heralds a bit of a sea change here.

[sikhthetech] 26/2/2018 22:01

loaf, no need, if they, come fy2018 (a month's time), achieve the $500m revenue and $50m profit that you're trying to convince everyone that they will achieve, then I will attend the next agm and buy you a pint...

If not I'll post that you were BS...
Not long to go..

That's fair, isn't it... ;-)

[barkboo] 26/2/2018 21:59

Nearly 400 points up on the Dow - so another good day for stocks tomorrow....TLY don't seem to be taking advantage Johnny Boy. lol

I see Loaf nailed you on the trade desk debate!

[loafofbread] 26/2/2018 20:15

YES,yes,no and no.

Let me know and I'll save you a seat.

[sikhthetech] 26/2/2018 19:47

Loaf,
interesting, you actually went to the agm and STILL ask questions during the year... why not just sit back, load up, go on hol and stop asking any questions.. come back at year end to see if they have done what they said at the agm...



Is this the same agm where they told you 500/50/10? $500m revenue, $50m profit and £10 sp??


Did they also tell you that there were going to be management changes, possible strategy changes and they would be taking on debt???

The official announcements seem to differ from what is said at agms...

[jonc] 26/2/2018 19:47

Just use the "positive criminal thread" loaf if the truth offends you.

[loafofbread] 26/2/2018 19:09

From the AGM.

Why don't you actually attend this year, ask all the questions you keep on posting on here and give us all a rest?

[lance corporal winstanley ash] 26/2/2018 18:15

From the new CRO. seems to be a concerted PR push the the company at the moment.RhythmOne + YuMe: Better TogetherShareFEBRUARY 26, 2018by Michael HudesWe recently announced RhythmOne's acquisition of YuMe, a leading provider of video and connected TV inventory, unique consumer insights, and cross-screen targeting technology that is well known for providing "world class" customer service to all of its partners. Given the endless possibilities and opportunities to further reach and engage audiences with video, I couldn't be more excited for what our future holds. RhythmOne now brings together demand-side and supply-side strengths in the fast-growing segments of mobile, video and connected TV – delivered as either a managed service, or through an advertiser's DSP of choice.With the combination of RhythmOne and YuMe (now known as YuMe by RhythmOne), I wanted to outline the benefits we offer agencies, brands and publishers going forward: For agencies and brands, we provide:A video-led, cross-screen programmatic platform with advanced audience data that can reach and engag high-value consumers at scaleSignificant connected TV inventoryProprietary analytics tools and a data management platform that enables advertisers to activate first-, second- and third-party data as a managed service or on their DSP of choiceSophisticated audience segmentation driven by our proprietary analytics tools as well as over 200B data points gathered from YuMe's SDKPrivate marketplaces and always on segments packaged to meet advertiser needs – from exclusive O&O inventory, to header-bidding and SDK video supply, to PMPs with viewability assurances and IVT thresholds     Campaign efficiency with a full-stack, end-to-end programmatic platform that streamlines the connections between advertisers and consumers – designed to optimize return on ad spend.The ability to deliver against a range of advertiser goals – from awareness to engagement to conversionFor publishers, our combined marketplace offers:High demand and premium buyers, processing approximately 2.7 trillion ad requests per month to meet diverse demand-side needsMonetization tools, with turnkey solutions to package high-value inventory for the marketplaceEasy integration, with an industry-leading SDK and direct or server-to-server header bidder solutionsA commitment to supply-side transparency to help maximize efficiency and yieldAs always, whether you're an agency, brand or publisher, RhythmOne provides a brand-safe platform with proprietary pre- and post-bid brand safety technology, RhythmGuard – ranked within the Top 5 of Pixalate's Global Seller Trust index for over 12 months consecutively.Over the coming weeks and months, as we continue integration efforts, we anticipate new products, features and enhancements that will tap into the best of the combined organization. We are thrilled about bringing these talented teams together and bringing real value to our advertising and publisher partners!Michael Hudes Chief Revenue OfficerMichael Hudes is the Chief Revenue Officer for RhythmOne and brings over 20 years of extensive advertising and digital media experience to the RhythmOne team. He is responsible for global growth of the business with accountability for comprehensive revenue streams, scaling RhythmOne's unified programmatic platform and extending the Company's commercial footprint into global markets. He oversees Supply & Demand sales teams, Account Management and AdOps functions.image: https://rp.gwallet.com/r1/cm/p16image: https://rp.gwallet.com/r1/cm/p50image: https://rp.gwallet.com/r1/cm/p46image: https://rp.gwallet.com/r1/cm/p61Read more at https://www.rhythmone.com/blog/2018/02/26/rhythmone-yume-better-together#JQG1wbVPztibUBDU.99

[digitalis] 26/2/2018 17:12

Just about dried up down here for Tosca stockpiling......
Great effort at the end to make it an ordinary day.....

[sikhthetech] 26/2/2018 16:01

The Ad Industry Needs An ‘Amnesty Day’ To Come Clean And Move Forward

"On the surface, it looks like the ad tech industry is taking steps toward transparency. For instance, Sizmek recently said it would provide marketers with an itemized list of fees. Though demand-side platforms (DSPs) such as The Trade Desk and MediaMath have done this for years, it's a start."

[barkboo] 26/2/2018 13:54

I was a Yume shareholder - I voted it an excellent deal! lol

[midasx] 26/2/2018 13:34

Did we gat a bargain?

Our investigation has determined that the offer price of only $5.25 per share, unfairly under-values the true going forward inherent value of YuMe and that shareholders may not be receiving the maximum value for their shares. Indeed, the stock hit a high of $6.06 per share within the past year. Further, the Company has over $73 million of cash on its balance sheet. The investigation further seeks to determine whether YuMe senior management is entering into this deal for its own self-interests to the detriment of the Company's shareholders.
If you are a shareholder of YuMe and would like additional information as to how the proposed acquisition may affect your rights as a shareholder, and how you may be eligible to obtain a higher price for your shares, please contact us at no cost at:
Tripp Levy PLLC
New York, New York
Toll free: 800-511-7037
International: 602-241-2841
Email: [e-mail]
www.tripplevy.com

[midasx] 26/2/2018 13:32

Lets hope YUME continue with their excellent recent trading and build on it with the advantage of the RTHM platform.





Financial highlights for second quarter 2017:
Revenue of $42.8 million, compared to $40.7 million in the second quarter of 2016 (Q2 2016);
Revenue from top 20 advertising customers of $21.9 million;
Mobile, tablet and connected television impressions accounted for 64% of revenue;
Programmatic revenue1 was $11 million;
Gross margin of 50.9%, compared to 50.6% in Q2 2016;
Net income of $4.4 million, or $0.12 per diluted share, compared to net loss of $2.5 million, or $0.07 per diluted share, in Q2 2016;
Adjusted EBITDA2 of $7.6 million, compared to adjusted EBITDA of $2.3 million in Q2 2016;
$73.9 million in cash, cash equivalents and marketable securities and no debt as of June 30, 2017.
Dividends
In June 2017, YuMe declared a special cash dividend of $1.00 per share and a quarterly cash dividend of $0.03 per share. Both dividends totaled $35.6 million and were paid on July 7, 2017 to stockholders of record as of the close of business on July 3, 2017.

[barkboo] 26/2/2018 12:52

Johnny Boy - "Loaf,

where did you see that Trade Desk is our largest partner?"

Where did you see that Trade Desk is not our largest partner?

Are you disputing that Trade desk is our largest partner, nowhere near largest, or not a partner?

Johnny Boy - it is polite not to query someone's comment unless you have good grounds for it.

[sikhthetech] 26/2/2018 12:04

Loaf,

where did you see that Trade Desk is our largest partner?


loafofbread23 Feb '18 - 16:22 - 6657 of 6659(premium)
0.021940 3 2
If you know so little about them what's the point of your post?

You seem to have missed posting that the Trade Desk is our largest partner, but then again we have had this conversation before.

[midasx] 26/2/2018 11:22

Nice to see the rise on higher volume from Friday following through to today (so far)!

A change in sentiment and direction for the share price could see a very quick re-rate imho