Rhythmone Share Discussion Threads

[football] 04/3/2018 14:24

Quantcast has we have been told by STT and the rest of the bashers means sweet FA so why do we need to talk about it

[kendonagasaki] 04/3/2018 14:04

IR dont seem to be winning?A fall to 18th in Quantcast!Why not discuss that Barky and Footy?

[kendonagasaki] 04/3/2018 14:01

If other companies within the same arena are and have forecasted prior results and provided clarity to those projections then why can 1R not?It shouldn't be a too difficult task?As sikh says why not provide clarity and integrity on forcasts!Unless they have something to hide or unless they deliberately want thier own share price lower?What are Tosca upto?Getting 29% imo and getting to make a 50p bid.Its a shocking state they find themselves in today.The FCA should be investigating that or Barkys claims to have inside knowledge and making profits illegaly.Hear, HERE!

[barkboo] 04/3/2018 13:07

Footy - one thing you can be sure of..we will win!!!

[sikhthetech] 04/3/2018 12:12

OpenX Founder Talks Unilever, Trust In Advertising

"This week’s announcement by Unilever has less to do with power and control and far more to do with accelerating the consolidation of ad tech players to focus on fewer, high-quality, trusted platforms committed to putting the interests of brands -- and ultimately the consumer -- ahead of any short-term potential gains."

[1gw] 04/3/2018 00:21

Actually, on reflection I would hope the loss for FY18 comes in a lot smaller than the $27m pro forma calendar 2017 number in the R1 projections; I think that must have been skewed by the Radium One 1H loss and the pvmg loss on disposal in calendar 1Q.

At the start of FY18 I think R1 would have been looking at close to breakeven absent M&A. But they did Radium One in 1HFY18 which added a chunk of exceptionals and they reported a meaningful loss for 1H. Again, 2HFY18 might have been profitable without YuMe-related exceptionals, but with YuMe there will have been another big chunk of exceptionals I think and I would be surprised if they now manage breakeven for 2H.

But having got a lot of the YuMe exceptionals into FY18, FY19 ought to look pretty good.

[1gw] 03/3/2018 20:32

JonC - I think you may be misreading the projections. They projected a profit of $5m for calendar year 2018, not FY18. They projected a loss of $27m for calendar year 2017, and that was on a pro-forma basis, i.e. assuming Perk and Radium One acquisitions closed on 1/1/17. If you interpolate between the 2 you get a chunky loss for FY18. For calendar year 2017 actuals they would have had lower losses from RadiumOne (given it was actually acquired near mid-year), but they would have had all the additional costs (post-August) of the YuMe merger transaction. And for FY18 they would in addition have had the post-close restructuring costs - so actuals are probably going to be worse than the projections for calendar 2017 and FY18 may be down again.

But they also projected a profitable calendar year 2018 (broadly FY19) and a steadily growing profit thereafter - and that is before YuMe and the cost synergies that will come with the merger. From the brokers' forecasts I have seen, the R1 projections seemed broadly to be in line for revenue and adjusted EBITDA (as gowlane comments there are 1 or 2 questionable apparently bottom line profit numbers in some of the broker forecasts).

STT - I personally often like to buy or sell before results rather than after for companies which I follow fairly closely if I believe the current shareprice undervalues or overvalues them on a risked basis. I believe R1 is undervalued at present and that is why I bought more on Friday despite it already being my biggest holding. It's by no means a sure thing, but the potential is there in my opinion and if they can get close to their and the brokers' projections then I think it ought to be valued a lot more highly. What's the point in researching a company and following it closely if you're not prepared to trust your judgement and buy (or sell) ahead of reporting?

And I'm not sure things are going to be a lot clearer even after the results - they will be reporting a big bottom-line loss for FY18, hopefully an adjusted EBITDA profit and they may or may not give some hints about FY19 profitability. What I think will happen after the results is that we get an investor roadshow and updated brokers' notes and these may be much more significant in shareprice terms than the results themselves.

[sikhthetech] 03/3/2018 20:29

Hey Barky..

Super Heinz, 6/7, and couple of nice rfcs...


sikhthetech3 Mar '18 - 13:46 - 23579 of 23579 Edit
0 0 0
2.20 Ling Attain 7-1
Jamhoori 100-1
2.55 Ling Encore dOr 7-2
George Dryden 7-1
4.00 Ling Roys Legacy 5-1
Nags Wag 14-1
6.45 cfd ocean of love 7-4
snowy winter 7-2
7.15 Cfd excellent george 3-1
bahamian heights 14-1
7.45 cfd rock on baileys 15-8
Montague 11-4
8.15 Cfd desert fox 7-2

[jonc] 03/3/2018 19:23

They would only be useful if they were accurate or close to.

I expect the TU will indicate results in line with management expectations which is not a profit of $5m. So what was the point of the illustrative forecasts?

[sikhthetech] 03/3/2018 19:19

Since the forecasts, last Aug, there's been a change of management and company has acquired Yume...

I'm sure Eric Singer will have his own views as to the direction he wishes to take the company...

Then, we have the industry changes/challenges, ads.txt, move to fee transparency, reduction in number of ad tech partners being used etc...all after the forecasts were made...


The forecast may turn out to be good indicators, why not wait to see if this time, they are actually are?

Show us the money.

[1gw] 03/3/2018 19:00

All forecasts/projections by their nature involve an element of imagination. And we know R1 have readily acknowledged how difficult it is for them to make accurate forecasts. But I still think management's own projections are a useful indicator for investors.

[sikhthetech] 03/3/2018 18:58

Well the fy end is end of this month and the results should be announced around May..
Probably TU in about a month...


It'll be a good time to see if they actually meet their forecasts and announce a decent, believable outlook..


Not long to wait until the results to see if, this time, they can back up their bullish comments with solid results and good believable outlook...

It's not long, so why buy beforehand?

[jonc] 03/3/2018 18:31

Yes but they were an "illustrative fantasy."

You might as well benchmark them against Mary Poppins.

[1gw] 03/3/2018 18:28

Well one good thing about R1 now is that we have management's own "long-term illustrative financial projections" for R1 (excluding YuMe) as of late August last year to benchmark any from the analyst/broker community.

[barkboo] 03/3/2018 17:52

Sikhthetech - OK no response. I can tell you I hold paperwork direct from ADVFN that confirms you know that statement above to be untrue....that will most certainly come under defamation law.

You have stated as fact and published libelous remarks about myself and colleagues/friends - you were given an opportunity to qualify or withdraw those remarks, and you have declined.

Scaffolders in media, advertising, entertainment and marketing have unlimited access to their legal teams....they might just want to scare you my friend - not that you have a lot of money to match that big mouth of yours...perhaps you will pull your mate JWoolley in to the frame..he will be pleased! lol

[gowlane] 03/3/2018 17:42

Well not good at all really if this practice is becoming widespread, but very good if there is now a public execution of a particularly egregious offender, as Beaufort seem to have been.

Usually the thinking that leads to this kind of behaviour is: “Well everyone else is doing it, so why shouldn’t we?”

It begs the question was 1R subject to a pump and dump exercise last year, when it edged up towards 50p?

And we have had these bizarre profit forecasts by the analyst / broker community.

Anyway we can only hope that the long arm of the law will close in, slowly but surely.

[barkboo] 03/3/2018 16:21

Sikhthetech - "The Scaffolders and their multi id confidence tricksters"

Are you saying and can confirm that my friends, [scaffolders] are multi id confidence tricksters"

Confirmation please to keep their records straight - No conformation and your post which is filed will be taken as read.

Full post:

"sikhthetech3 Mar '18 - 14:08 - 6685 of 6685
0 0 1
gl, yes, how odd...

a year ago, the FCA put restrictions on Beaufort...

hxxp://citywire.co.uk/new-model-adviser/news/fca-restricts-dfm-s-permissions/a984614?ref=author/jackgilbert


That was the warning sign...


A few years ago, Beaufort took over Hoodless Brennan...

I don't know how many PIs used Hoodless Brennan. Think it was renamed HB then Beaufort securities...


Who says the FCA never catch the pump and dumper gang... The Scaffolders and their multi id confidence tricksters claiming to do business with the BoD better watch their backs.."

[barkboo] 03/3/2018 16:07

Does a holder really have to declare - how many ways are there to deceive?

A Nominee is the legal owner of your stock and the real owner yourself is the beneficiary - how easy is that to work. lol

I wonder how many on here have had their shares manipulated or loaned without their knowledge. Even easier if the owner and beneficiary are playing together.

Tosca are no Sunday School outfit!!!

[loafofbread] 03/3/2018 15:21

It looks like Henderson have been steady buyers recently.

I still think there must be a new holder out there who picked up RG and Norges sales.

[barkboo] 03/3/2018 15:00

Loaf - the very point I was making on the other thread.

Now ask yourself - if the market does not want PI's to buy and need all their stock, you would expect every trick in the book from trumping out stops on 10 minute spike downs, failed to deliver, churning moody and friend to friend.

That is a lot of effort to convince people to sell - My circle smash into those stocks that are operated in this manner!

They also have the luxury of guessing the game very accurately. lol

They will sell you as much TLY as you like - no need for games there!

[sikhthetech] 03/3/2018 14:08

gl, yes, how odd...

a year ago, the FCA put restrictions on Beaufort...




That was the warning sign...


A few years ago, Beaufort took over Hoodless Brennan...

I don't know how many PIs used Hoodless Brennan. Think it was renamed HB then Beaufort securities...


Who says the FCA never catch the pump and dumper gang... The Scaffolders and their multi id confidence tricksters claiming to do business with the BoD better watch their backs..