The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
TCAT - Formation of TCAT has been a very good one, especially at reacting Some highly calibre Software engineers with PhDs, When TCAT becomes well known around the music industry, I can see a massive Improvement in the share price
Mcap £15M is a bargain
plus One media have a fantastic software TCAT to help beat music piracy.
SP seems bargain for the tech and business one media has
#Song doesn't have this tech TCAT, to fend off music Piracy
#song Mcap £1.5 Billion
-OMIP Mcap £15M
extract from Nov rns
With a number of major record labels already subscribing to TCAT’s services on a retained basis, we are confident that, with the provision of additional resource and technical expertise to EXPAND the software’s capabilities and usages, there is significant opportunity to gain new traction within the industry. Our intention is for TCAT to become a mobile anti-piracy and audit tool for composers and artists as we build the portal to allow for future application access.
yep, listen to the CEO interview
https://youtu.be/3sr_kLlW9Z4
Song are almost £1.5 billion Market Cap.
So 100 times the vlaue of One Media and as you say no TCAT
already 2 Major record labels signed up.
worth listening to the CEO interview on YouTube.
https://youtu.be/3sr_kLlW9Z4
Hipgnosis Songs (SONG) is valued around £1.2Billion, One media has TCAT to their name which is worth a lot in music piracy industry. the ATM One media is valued £15M mcap, I see this to become significant higher than today's SP. I
TCAT software to combat music and video games piracy could become household name like Norton security, UBer, Just Eat etc for the music industry
already 2 Major record labels signed up.
worth listening to the CEO interview on YouTube.
GLA and Dyor
when the US Investors finds out about this tech, they would buy in huge numbers as Nasdaq investors love Tech companies like UBer etc.
OK, we all know Music and video piracy is a big problem for the music industry as a whole.
TCAT has been working on the project for 4 years and pooled a team of Software developers with PHD degrees.
this is serious stuff, Looks like TCAT has found 2 Major record labels which should propel One Media into the £200M Mcap in the near future.
#OMIP
one media
TCAT - 4 Years in the making to stop Music and video piracy, and this tech got to be worth 100s of millions
look at the rns and what's sort of people involved in One media, PhD holders in software Engineering are involved in TCAT anti piracy software.
#OMIP
one media
TCAT - 4 Years in the making to stop Music and video piracy, and this tech got to be worth 100s of millions
look at the rns and what's sort of people involved in One media, PhD holders in software Engineering are involved in TCAT anti piracy software.
TCAT - 4 Years in the making to stop Music and video piracy, and this tech got to be worth 100s of millions.
#omip
huge upside here, Technology took 4 years, could be world class!!
TCAT - Michael Infante, Chief Executive Officer of One Media iP, commented: “After four years of developing and growing TCAT’s capabilities in-house, the Board has identified the need for TCAT to operate as an independent entity within the Group in order to realise its full potential.
“With a number of major record labels already subscribing to TCAT’s services on a retained basis, we are confident that, with the provision of additional resource and technical expertise to expand the software’s capabilities and usages, there is significant opportunity to gain new traction within the industry. Our intention is for TCAT to become a mobile anti-piracy and audit tool for composers and artists as we build the portal to allow for future application access.
Started researching yesterday and looks like the reoccurring revenue model is predictable (should keep increasing), but because they keep raising more cash to buy more IP the SP isn't benefiting from the revenue increases short-term.
Long-term the SP should benefit from the increased revenue, but that's long-term.
Is that a fair assessment?
What I find interesting is TCAT, but couldn't find anything about how much they are currently making via it? Still researching, so could have missed an RNS which gave guidance on what it's making now.
With predictable reoccurring revenue the SP should be relatively safe from big falls and overtime benefit from the increase in revenue from growth in users accessing streaming content etc... I like that safety, but not enough to invest now without something else.
What I want to invest for is TCAT growth, that's the part with huge potential without the need to raise cash to buy more IP. The fact they've split TCAT off into a separate LTD and have built a new team around it suggests they expect big things, but would be nice to see some numbers. Without revenue numbers etc... it's difficult to see where things might be in a year, 2 years etc...
BTW my background is SEO expert, worked in SEO for 20 yrs and their websites are poor, they aren't even running https. Try the secure versions:
https://omip.co.uk/
https://www.tcat.media/
That's not good in 2021, you can even get SSL certs for free now, so they lack a skilled webmaster. Can only assume they don't consider their websites important.
bought here around 6p. main risk is high concentration of value in one asset but it is cheap
https://www.fmp-tv.co.uk/2020/12/07/one-media-ip-group-a-profitable-digital-music-rights-company/
Little movement in this so far - apart from down. They have cash, pay a dividend and have multiple offering. Think it's good value for such a small market cap.
With many strings to their bow like TCAT (wonder how proprietary this is, although do they say that the largest music distributors are customers for this) and very small market cap, could see this multibagging over time or being acquired by one of the larger song funds (hipgnosis / round hill).
profitable company, with cash balance and fairly priced given the industry is going to grow
recurring predictable revenues
massive offering: music licenses, anti-piracy offering... men&motors
clever purchasing approach of buying some a percentage and retaining rights to buy the rest - can follow the money
Looking good here,,,,
https://www.investegate.co.uk/one-media-ip-group-plc/prn/trading-update/20201109070000P5D86/
https://www.investegate.co.uk/one-media-ip-group-plc--omip-/prn/formation-of-tcat-limited-subsidiary/20201109070100PAA36/
not much of a Michael
tp 4-4.5p
NIce to see today's uptick.