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gerihatric 19 Mar 2018

Re: short closed as a result o the declining SP I gave myself the task of following up BigBear's analysis recently and accessed the information he identified in the documentation over the weekend. That included the figures on projections on both RTHM and YuMe up to 2021 plus the synergies of the amalgamation and the accumulated tax losses which can be utilized against profitability. My conclusion was that the share sales are not massive and that the projections look promising so I am pleased to see the SP rise a bit today. I continue to hold. I have had dealings with Ed Bridges at FTI and always found him helpful. The NUMIS summary in December was slightly more optimistic than the Singer projections and BigBear gives us reference to all the projections in the documents he refers us to. His conclusion is that RTHM is undervalued -I respect his judgement and his knowledge. I hold. The Numis figures are as follows at December 2017Revenue 2016 $166.7 to $175m to $255m to $487m to $522m in 2020PBT 2106 ($19.8m) to ($4.7m) to $4.2m to $44m and to $56.4m in 2020EPS 2016 (46.15) to (9.17) to 8.1 to 57.1and 62.2c in 2020

Inspection Eng 19 Mar 2018

Re: short closed Luckily for us LTHrs you weren't far wrong. Looks to be on the bounce now.

Tricky_Dicky 17 Mar 2018

Re: The current situation R1 did feel the need issue an RNS to say they knew no reason for the sp fall during the recent acquisition process.However, I agree a similar superficial comment would likewise do little to change matters for the better.Shares can be sold, but not many enough are being bought to stop the fall, so presumably smaller pi's are being frightened into selling and Tosca are not even mopping up the crumbs?

Brimach1 17 Mar 2018

Re: The current situation Re, Funny, the way it works and the lack of clarity from R1.Tricky, I think everyone must be absolutely flat out at R1 right now. I don’t believe that some superficial comment would change anything at this point. It may even make things worse. The sort of detail needed to move this will have to wait for the end of year report and conference call. Even then I’m not expecting fireworks. It should however provide a clear runway for fiscal 2019. That should be enough to get us going again.

Tricky_Dicky 17 Mar 2018

Re: The current situation Brimach1 Yes! it seems like a funnel-stem-effect where the volume is restricted, as per the reasons you quote, hence the supply cannot meet the demand under these conditions.Funny, the way it works and the lack of clarity from R1.Hopefully this will behave like a blocked sink, once cleared it will flow again...

Brimach1 17 Mar 2018

Re: The current situation Tricky, it’s clear that the larger holders and institutions remain unshaken by the drop. They are not budging. Trading volumes seam to be relatively low (ish). If Tosca (or others) are trying to get quantity with this downward shake it doesn’t appear to be working very well. There is a point were the sp is taken so low that private holders just won’t part because the losses are too severe. I think we are at and beyond that point. If Tosca (or others) want more then they are going to have to try and gather them on the way up where relieved smaller investors may be happier to get off the train.This is a fiscal 2019 play in my view. We should not expect too much from the upcoming 2018 results.

Tricky_Dicky 17 Mar 2018

Re: The current situation He may have been gifted them for joining but Eric Brandon Singer with 4,057,325 shares representing 7.92% of R1, will have lost big money too, if only on paper.He will know why the falls have occurred but the rest of us are kept in the dark.The only other private individual to hold large volumes of shares is R. Griffiths, 2.89% last time I looked, he is not an insider (on the R1 team) but has connections with Tosca and there may be ways to squeeze and shake out the private investors who hold (held) somewhat over 10% recently.Strange that buying by Tosca does not send the price up again, until after the release of a very much delayed RNS.It must be very cleverly orchestrated, as others have stated...

speck you later 16 Mar 2018

Re: The current situation Many of us are no doubt nursing huge paper losses. The share price is falling on low volume due to algorithm trading no doubt designed to take the price down. The desired result, no doubt is to get private investors such as you and I to sell. What is interesting is that buyers have not come out in force. No doubt this is because they know that certain large hedge funds have a stranglehold on the market. Currently trying to ignore a massive hole in my portfolio created by R1 but expect this to resolve before results published in May.

Twbibear 16 Mar 2018

The current situation As a shareholder in Blinkx/Rhythmone, since the float ex Autonomy, and having witnessed the extremely uncomfortable ride that we shareholders have endured, particularly over the past 5/6 years, I am bemused and concerned about the recent decline in the share price; over the past 10 weeks it has fallen from 295p to the current level of 186p; during this period, in connection with the acquisition of Yume, amendments to given information and projections were published, which indicated that significant synergy would be achieved, resulting in a hugely improved BOTTOM LINE ( real profit); in my view, EBITDA is emphasised by small companies only in situations when pallets in the warehouse have to be included as assets! Volume of trade during the 10 weeks period has not been noticeably large, but it would appear, via patterns of trade, that the market has been highly orchestrated; additionally, on a daily basis, there have been batches of (strange) trades, timed before and after the official market hours (I should be grateful if someone could explain the significance/legitimacy of this "out-of-hours" activity).My bemusement has prompted me to call FTI, hoping for some explanation for the lack of any comment; despite several attempts, I have failed to speak to either Ed Bridges or Charlie Palmer, nominated contacts ( employed by US, as our Public Relations consultants) and, today, left my details on Rob's (?) answerphone - he supposedly i/c Rhythmone a/c.On a so far fruitless day, I called Nick Westlake at Numis NOMAD and had a brief conversation; predictably nothing given, but, in response to my comment on the declining share-price, and the obligation of the Board to issue an RNS on any material change in pertinent circumstances, Nick agreed that that was so.I also commented on the bullish stance of Numis, as House Broker - Nick's respose "........ Oh - the analyst is the other side of the wall" Haha. What is the purpose, and who will be the winners, of this seemingly blatant market manipulation; if the case, what will be the exit price? SP now stands at 7.9% of the all-time high!I was naive enough to state in my last post 06/12/17, that despite the falling share-price, fundamentals have not changed; in fact one might say that with the amendedprojections, and Yume on board, they will have improved!?!Good luck, all genuine investors.Twbibear

Tricky_Dicky 16 Mar 2018

Re: Buybacks As RPC buy back shares there will be less in issue, naturally.However, using the figure of 414.93 million, then the buy back of 7.143 million to date represents only 1.72% of that (original) figure.The Financial Times stated that RPC intended to buy back up to 100 million shares by mid 2018?R1 shows no signs of any buy back, not even a "We are considering the option of a buy back" the sp now looks like it is being deliberately manipulated and we should expect an RNS to clarify the situation.

Mome Wrath 16 Mar 2018

Re: Buybacks I do value your posts TD.However, RPC have had a share buy back program in place since June 2017 when they had 414.933m shares in issue . They've bought back circa 7.143m shares to date. Since January, RPC has traded between the .382 and .236 (835 to 789) It's made three attempts to break the .382. Next time Rodders....StockMarketWire | Mon, 24th July 2017 - 06:48 Packaging company RPC bought back 100,000 ordinary shares on 21 July at an average price of 885p each for cancellation.The share purchases form part of the company's existing share buy-back programme which is expected to be completed between 19 July 2017 and 18 July 2018.[link] broadly see the buyback as beneficial to shareholders and do not believe it will impact on RPC's ability to pay dividends. RPC has grown its dividend for 24 consecutive years and its forecast yield for 2018 is 3%. Enough of RPC, more than enough!After four and a half years I am still underwater with Rythm1 despite (maybe because of) frequent "top ups," hence any offer "at a premium" by the company to buy my shares would certainly crystalise a loss, so for nowmy option is to favour the "lets wait for the next results" philosophy as this new combo shows its profitability and the market eventually recognises it.So, another four and a half years is it................?

Tricky_Dicky 15 Mar 2018

Re: Buybacks There is no buyback program for R1RPC is into plastic packaging and has made too many recent acquisitions, the only comparison with R1.I would stick with SMDS - corrugated cardboard is more environmentally friendly too.Neither, however, are doing particularly well.

Mome Wrath 15 Mar 2018

Re: Buybacks Purely as an example of a falling sp on a buy back program, absolutely.

Bribon 15 Mar 2018

Re: new lows Funny how two companies valued at £150m each merge to create one company worth £150m. Something strange about this!

vx1 15 Mar 2018

Re: short closed obviously long and wrong

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