Tricky_Dicky
04 Jan 2018
Re: Confidence gtdab,Why don't you just move along then instead of carping on for ever and a day.(You stated you had thrown in the towel some time ago.)The sp recently has presented an excellent opportunity for many to top-up at a low price.Of course these stocks are high risk and we should be mindful but, really, are you not aware of that?
give the dog a bone
04 Jan 2018
Re: Confidence thanks Shugg1e ... glad that someone else is not impressed with the nonsense that this company and its fans spew out.... I'm filing this under Carillion , Capita and other has beens
item club
03 Jan 2018
Re: Confidence To get things in context a good year end and a great new year !Lets look at a more recent graph for balance .
shugg1e
02 Jan 2018
Re: Confidence Yep give us a shout when its back to 470p last years highThen we might wake up
WEE WATT
02 Jan 2018
Re: Confidence Momentum seems to be behind us now last 5 or 6 closes have been higher highs.Here's hoping for a good 2018.
Tricky_Dicky
01 Jan 2018
Confidence Confidence seems to be returning, judging by the musings of various reports, from Deutsche Bank to Seeking Alpha.If the latest acquisitions work out, with cost synergies, and this results in a more productive whole entity then we look to be set with a fair wind for the next year or two, beyond that the landscape will have changed and it's anyone's guess, as that's a long time in this business.We could not have imagined the current scenario, earlier in 2016 and further acquisitions may yet prove tempting, especially if the expected recovery plays out in terms of decent bottom-line profits.
Tricky_Dicky
30 Dec 2017
Pre-YuMe share price It will be very interesting to see how long it takes to get back to R1's share price, before the YuMe deal was put on the table on September 5th.Admittedly financial results and indications that Perk and Radium are not making as much headway, as some may have liked, could have an influence but I suspect all the acquisitions take some orchestrating and Ted Hughes, Eric Singer and Tosca should be able to do something bigger and better than was ever managed before.The only certainty is that the ad-tech sector will continue evolving as fast as it can and those who can think ahead the furthest will rise to new challenges.'Apple's' methods of cookie -crippling will surely damage a few companies who rely on simple cookie-tracking alone to retarget their ads.With Safari enjoying around 36% of the global market share for browsers, its exemption from the simplest tracking methods represents a real loss in revenue for the ad networks. There is also an industry initiative known as 'AdChoices' which allows users to opt out of internet tracking, altogether.Forn mobile devices, cookies are not delivering the effectiveness advertisers need anyway, since mobile Apps don't connect to the Mobile Web (browser) and so different tracking measures are employed.Most attribution and analytics companies use an SDK that the brand places in their apps to enable tracking, regardless of browser or operating system., they may partner with an adtech company and assist tracking, or the company will develop 'in-house', solutions of their own.So, it's not a simple story of just blocking the cookies and work-arounds are always available, at a price.The dodgy practices that emanate from the giants of advertising, the way that social media has been hijacked for abuse, hate campaigns, bullying, often completely false "news" etc. appalls me. It should be properly moderated by both the platforms themselves (Google, FB etc.) and by the authorities. But when there is a LOT of money being made from the advertising, human beings are reluctant to take any responsibility - unless forced by legislation to do so.Much of the content of what is on FB is complete rubbish, jokes, childish videos, trivia, "look at me, I'm walking the dog!" etc.The fact that R1 is holding sway, in the face of corrupt methods delivered by the giants in the process of making vast sums of money seems impressive especially if they gain a reputation and a momentum that bears fruit.
Tricky_Dicky
29 Dec 2017
Re: Better I'd guess because they are not 'coy' about doing so!
item club
29 Dec 2017
Re: Better Why do some people just keep "carping" on !! Seasons Greetings a
Tricky_Dicky
29 Dec 2017
Re: Better some are losers by their own actions...just buy and sell at the right time to make money - nothing else matters.some complain about 'write offs', others manage to buy low and double their money.
give the dog a bone
28 Dec 2017
Re: Better thanks for that chart --- I wrote off my interest in this coy earlier this year I suspected that there must have been a 10:1 or 15:1 consolidation some time back... the share price was around 37 pence for ages. it just got monotonous with people ranting on that it's due a breakout to 60 p and then low and behold it would drop back steadily to mid 20s... glad though that it's back around 27 p old money .... but not about to throw new money at this disappointment of a coy.
shugg1e
28 Dec 2017
Better Long long way to go yet though
Tricky_Dicky
27 Dec 2017
YuMe YuMe at $4.06, a 13.73% rise on the back of the F-4 release today.No sign of a change in terms and conditions that Edenbrook were hoping for.R1 should hopefully rise a little tomorrow.
mol42
26 Dec 2017
Re: RhythmOne Set For Growth With YuMe Seeki... Full transcript - thx to seeking alphaSummaryBoth companies have become profitable recently after multiple years of losses.Cost synergies are expected to have a positive effect on profitability.YuMe's demand side platform is expected to complement RhythmOne's supply side capabilities to allow for more market penetration.On September 5, 2017, it was announced that RhythmOne (OTCPK:BLNKF) will acquire YuMe Inc. (NYSE:YUME) for $185 million. YUME shareholders will receive $1.70 per share and 0.7325 shares in RhythymOne stock. The cash portion of the deal is $59.41 million, but the stock portion has since fallen to $82.11 million which brings the total down to $141.52 million. The combined entity will have a market cap of $242.25 million based on today’s closing price of $3.23. This is low compared to what can be justified by the asset base and earning potential of the company. 49.58 million shares currently outstanding. 25.42 million shares issued to YUME shareholders. 75 million total shares x $3.23 current market price = $242.25 million market cap.The implied synergy is $23.24 million as shown below: Synergy = Post merger value - Pre-merger acquirer value - Pre-merger target value + cash Synergy = $242.25 million - $151.57 million - $126.85 million + $59.41 million Synergy = $23.24 millionEven if YUME’s revenue continues to lag, the combined company will be well-positioned going forward. There’s an indication that the 5% annual revenue decline will not continue as the 9 months ended Sept. 30, 2017 has only seen revenue decline 0.48%. For the purposes of the model, the growth rate is assumed to be -3% annually for 2018 and 2019.RhythmOne’s revenue has grown at a rate of 6% annually over the past 3 years. Acquisitions have accounted for most of this growth. Once YUME is fully incorporated, it looks like revenues will grow at a slower rate as both companies have struggled to achieve organic revenue growth in recent years.The implications for the combined company could still be high yields for investors. Revenue is projected to increase steadily from $415 million in 2018 to $432 million in 2020. Assuming cost synergies of $10 million per year, Net Income could potentially be $34 million in 2018. This is a huge improvement from last year’s ($7.7 million) for YUME and ($19 million) for RhythmOne.RhythmOne is projected to be profitable for the first time since 2014 due to their strong performance through the first 3 quarters of 2018. Acquisitions have had a lot to do with their recent success, but the implication is that the scale of the operations of the combined entity will allow for more natural growth.YUME is also expected to return to profitability for 2017 as outlined below:The implications for the combined company are strong revenue and earnings performance for the foreseeable future. YuMe’s innovation in video advertising coupled with RTHM’s programmatic platform should offer a unique advertising experience for clients. The lack of organic growth is of concern, and is modeled in and hence the lower income in 2020. There is potential that the combined entity will be able to achieve more organic growth through their more complete product offering; however, this possibility has to be weighed against the possibility that scale will not contribute to growth as much as hoped. No growth in revenues due to scale is accounted for in the model, but there is 2% annual revenue growth for the combined entity from 2018-2020.The combined entity is also expected to produce more free cash flow as detailed below:The growth in free cash flows is driven by the cost synergies as well as each company’s improved operating performance seen thus far in 2017. The change from negative to positive net income combined with relatively stable capital expenditures explains the drastic improvement heading into 2018. The situation is expected to improve for 2019 with a potential drawbac
Brimach1
26 Dec 2017
RhythmOne Set For Growth With YuMe Seeking Alpha [link] Set For Growth With YuMe, Inc. Acquisition Dec.25.17 About: YuMe, Inc. (YUME) Summary Both companies have become profitable recently after multiple years of losses. Cost synergies are expected to have a positive effect on profitability. YuMe's demand side platform is expected to complement RhythmOne's supply side capabilities to allow for more market penetration. On September 5, 2017, it was announced that RhythmOne (OTCPK:BLNKF) will acquire YuMe Inc. (NYSE:YUME) for $185 million. RhythymOne stock. The cash portion of the deal is $59.41 million, but the stock portion has since fallen to $82.11 million which brings the total down to $141.52 million. The combined entity will have a market cap of $242.25 million YUME shareholders will receive $1.70 per share and 0.7325 shares in based on today’s closing price of $3.23. This is low compared to what can be justified by the asset base and earning potential of the company. 49.58 million shares currently outstanding. 25.42 million shares issued to YUME shareholders. 75 million total shares x $3.23 current market price = $242.25 million market cap. The implied synergy is $23.24 million as shown below: Synergy = Post merger value - Pre-merger acquirer value - Pre-merger target value + cash Synergy = $242.25 million - $151.57 million - $126.85 million + $59.41 million Synergy = $23.24 million Even if YUME’s revenue continues to lag, the combined company will be well-positioned going forward. There’s an indication that the 5% annual revenue decline will not continue as the 9 months ended Sept. 30, 2017 has only seen revenue decline 0.48%. For the purposes of the model, the growth rate is assumed to be -3% annually for 2018 and 2019. RhythmOne’s revenue has grown at a rate of 6% annually over the past 3 years. Acquisitions have accounted for most of this growth. Once YUME is fully incorporated, it looks like revenues will grow at a slower rate as both companies have struggled to achieve organic revenue growth in recent years.
