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NIce to see this on the leaders board today. IMHO one of the BEST investment ideas on AIM. Panmure Gordon have a SP target of 15p which is easily achievable given the current valuation. Forget about todays interest this has a long way to go. It will require patience as thinly traded but for risk reward this is very hard to beat on this market. DYOR
https://www.ft.com/content/9f2c1e46-d5cf-11e7-a303-9060cb1e5f44
There�s been a slight stock overhang which looks like it�s now gone. Expecting this to start a fresh ascent probably before results next month - which will be good. Next leg up to 15p? Certainly before end of the year providing an easy near bagger from here.
https://www.ft.com/content/cd99b95e-d8ba-11e6-944b-e7eb37a6aa8e Hmmmm I wonder what new technology tool could help labels, publishers and artists plug the �value gap�?. A product which has already been adopted by TWO of the three major record labels already... http://www.tcat.media And who owns 100% of TCAT? Fill your boots boys and girls.
You want the evidence? http://www.bbc.co.uk/news/entertainment-arts-43877494 OMIP in this space for sure.
Playoff - you can be sure that MI will NOT raise funds unless there is a very very good reason. Not at all convinced he will as they have already invested very shrewdly to develop TCAT (for example) whilst maintaining profitability in a very challenging environment. That market environment is now improving steadily with the transition to streaming tipping over. Mark my words this is a very well run company indeed. I don�t see many better run companies on AIM. Very confident in this companies future.
Market minnows column today. Interesting finish about the money left in the bank - �300K +. is this enough to avoid a placing to scale up the business?
Those PE ratios are continuing to drop and look increasingly attractive. Current year (2018) PE 12.2 based on current Market Cap Forward PE (2019) now just 8. For a growth company those ratings are too low. This company, unlike most on AIM is genuinely generating cash. No debt. Strict control of costs. Satisfied with my current holding but if it drops much lower it will be silly not to add.
Current year (2018) PE 13.75 2019 PE 9.0 Given projected growth in music streaming revenues, monetization of TCAT + new revs from digital publishing, M&M's etc this is not expensive. No debt. Well managed company. Big hitter NED's coming in anytime now.
One Media tipped today by Thisismoney: http://www.thisismoney.co.uk/money/investing/article-5491117/SMALL-CAP-SHARE-IDEAS-One-Media-IP-Group.html
Is it a cryptic tweet, suggesting news this week https://twitter.com/OneMediaiP
Massive profit recovery and growth going forward for years. Dividend policy will probably resume this year at this rate. Very well run company with top management. A classic buy and hold and you will be handsomely rewarded.
Nice update Revenue increased to £2,337,624, up 14% compared to equivalent period last year (2016: £2,045,652); EBITDA increased to £535,678, up 121% compared to equivalent period last year (2016: £242,326); Operating profit increased to £297,416, up 927% compared to equivalent period last year (2016: £28,959); Cash at 31 October 2017 was £383,051 compared with 31 October 2016: £335,664 up 14%
So there are effectively three major record labels which control approx 80% of the market. They are Sony, Universal and Warner. We know we already have Sony, and now one of the other two. No reason why we shouldn�t bag the third as they�d surely be at a competitive advantage not to have this functionality. We�re surely in a nice position with no competition in this niche area.
Some decent buying there too.. 20/02/2018 08:32 30,030 9.99 20/02/2018 08:32 30,211 9.93 20/02/2018 08:24 2,517 9.93 20/02/2018 08:23 2,422 9.93 20/02/2018 08:07 20,000 9.8 20/02/2018 08:04 20,000 9.45 20/02/2018 08:04 26,032 9.35 Happy Days here.
Top news with TCAT. Major record label signs up, well done the board.
Agreed. There�s not a lot of spare stock around. I think most of those 200k have been snapped up already - hence no drop in the bid
Despite that sizable sell on Friday I believe mm's are looking for stock today.
ticking up nicely - chart indicates move to around 20p......... watch this space
Nice one ;) Bid slowly creeping up now. Supply may be tightening.
Yes and I've grabbed some more. I guess yesterdays sells were employees after Exercise of Options.
Might be quiet here but some nibbling on Nex plus there was a 170k buy yesterday afternoon. Latest Trades Date & Time Volume Price 30/01/2018 12:18 71,000 8.4 30/01/2018 10:48 11,904 8.4 30/01/2018 10:46 35,714 8.4 30/01/2018 10:32 59,241 8.44 30/01/2018 08:00 1,728 7.43
Three trades so far today.
Just a few people paying their tax bills..... plenty left in this one.....
A little bit of nibbling going on now at this level. �1k and �2k buys on nex and here. Results next month.