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Brassneck,
Good to see you finally taking an interest in the stats now that they have improved...Good to see them improve as well..
Now that the stats are improving, do you still believe that they DON'T give rthm a competitive advantage.. as you did in your Aug 29th Post.
29th Aug post:
Quite Stt so the question is where can you get competitive advantage as a business in ad tech? This is partly why I think Pixalate is an important part of the R1 story as being the cleanest is a differentiator. Ads.txt, GDPR and fee transparency do not carry any opportunity of competitive advantage. I believe there will be more focus and quality of inventory in the future which should put R1 in a good place if they can keep the focus on this area.
I see this is steadily improving in the rankings now we're 16th in the 1000 ranking. They've got a shift on in the last week too. On all 4 lists they have made more progress on the actual numbers in the last week than they made in the previous 6 weeks. On the 30,000 list they have increased by 61 since last Thursday to 2568 from 2507. On 6th Dec they were at 2442 so 6 weeks to put on 65. They've only put on more than 60 in a week 3 times since Apr18.
Anyone would think R1 were getting their act together.
I see after all the fuss made on ADVFN over the last quarter 'decline of 50%' that R1 seem to have gone up 900% in the latest quarter. I assume we can read boom in to that if 50% decline meant bust?
https://trends.builtwith.com/ads/RhythmOne-Reseller/Market-Share
I see there is a new article on the R1 website further demonstrating R1's focus on fraud.
https://www.rhythmone.com/blog/2019/01/22/machine-learning-to-drive-improved-performance-metric-predictions#zKwwG1kYg3ryLHAj.97
I like the idea of machine learning. I've emailed them to see if they can identify messages with both Stt1 and GDPR in them, so they can be automatically blocked as invalid traffic. Even though he's filtered there still seems to be plenty of noise in response to his likely multi-repeated posts. It's worse than pervasive ads. The EU should pass some sort of law and take action.
stt1,
If a company is found to be failing in certain areas, re- GDPR compliance, it will be given notification and a chance to get its act together, especially if some 'grey-areas' are involved.
I wouldn't get hung up about all of the GDPR stuff out there, it's of passing interest to hear about the big boys getting fined but any and every infringement can become arduous to wade through.
Pictorial graphs and charts can be much quicker easier to digest when presenting data of a tedious nature.
And, Saddo, Go and get a proper job, sweeping some streets. So boring. !!
Tricky,
Yes rthm are saying they are compliant. They follow IAB rules.
This from their website:
"Support For IAB Europe's GDPR Consent Solution
RhythmOne expects to support the IAB Europe’s GDPR Transparency & Consent Framework. Read more about the standard and how it is helping all parties in the digital advertising ecosystem ensure that they comply with the EU’s General Data Protection Regulation when processing personal data or accessing non-personal or personal data on user devices."
https://www.rhythmone.com/landing/gdpr#tePkBVi8ltRQzEdS.97
According to this article, it is the same IAB's GDPR Framework which is being questioned..
GDPR Will Pick Up Momentum In 2019
"Consumer advocacy groups are also filing complaints on behalf of consumers, primarily directed at the big tech set, under a new collective redress or class action mechanism introduced through Article 80 of the GDPR."
"But there was still a lot of groundwork laid this year and many hints dropped about what DPAs will prioritize in 2019. Data security and consent, particularly as it pertains to advertising and location tracking, top the agenda, Tigner said."
"The most recent warning, which was issued in November against a Paris-based location data company called Vectaury, name-drops the IAB Europe GDPR Transparency and Consent Framework, a mechanism created by the advertising industry that allows publishers and vendors to share consent strings. Reading between the lines, the CNIL appears to be questioning the viability of consent strings if users don’t have a clear and obvious way of giving their consent to every party touching their data."
https://adexchanger.com/privacy/gdpr-will-pick-up-momentum-in-2019/
As others have alluded to, its now time to deliver on their previous acquisitions, a lot of money spent, and its about time to prove, that the acquisitions have been worthwhile and they are profitable.
What I dont want is another potential acquisition taking the focus away from results. My opinion only.
As I said earlier, TAP is looking cheap and is now probably heading sub 100 if it turns out there’s a profit warning or other bad news. There’s something going on behind the scenes there.
A takeover might work in R1s favour. I don’t think TAP could offer a buyout price without taking huge debts or dilution so it seems unlikely. But an R1 offer for TAP at around 100p with a one off special dividend by TAP could be acceptable and yield significant synergies. By that point we should have a clear indication of whether R1 is heading into profitability itself by looking at the latest quarter. The alternative is some kind of merger but seeing as our shares are heading in the opposite direction to theirs it would have to be weighted in our favour.
It seems to me that R1 is currently still too small a company to effectively compete with its rivals and therefore needs greater scale, which an acquisition can fast track them to. If both companies are cash generative I don’t see an issue with debt.
Regardless, the performance for this quarter will be a strong indication of how things will pan out for R1, as the integration should be mostly complete by now and there is little appetite for left for jam tomorrow. The poor volumes tell me bulls and bears alike are holding their breaths here.
Time for TAP to scrap the acquisition plan and return to a share buy back. Down to 137p now, almost worth a dabble but lesson for R1 there as they ponder their next TU.
Google advertising revenue Q3 2018 $28.95 Billion. GDPR fine £44 million. Where will they find the cash to pay that?
R1 believe the GDPR will help their industry continue to foster greater trust in digital advertising, supported by a more transparent and controlled marketplace for the benefit of businesses and consumers.R1 are accustomed to complying with the stricter EU standards and are prepared to support both clients and partners through their GDPR compliance journey. R1 will continue to provide updates regularly on the issues and best practices around effective GDPR compliance.
GDPR... Ad Tech companies starting to get hit..
Google hit with £44m GDPR fine over ads
https://www.bbc.co.uk/news/technology-46944696
Only yesterday STT was commending and patting another poster on the back on ADVFN thread for always offering a BALANCED VIEW in his posts regarding R1!! YES guys you heard me right !!!
The most pathetic statement from STT if there ever was one !!
STT- You continue to push the barriers of duplicity to new heights
Eddie
From my experience, try not to turn onto something (non-physical) which upsets you - it only reinforces the dilemma by feeding it, in a never-ending cycle.
If you stop yourself, as soon as you realize you are going down that path, it will soon die away.
Most people here naturally want to hear a balanced discussion, of some sort, but if one of us is continually looking for the negatives, then that person will never recover fully and will remain locked in to that behaviour, leading the rest of us to wonder if we should just leave them to their own devices or, as compassionate souls, suggest they follow the advise, above... :)
Pointless and useless posts?
Posting 24 seven about ad fraud which this company is a market leader in the prevention of it and is number one on all the list for clarity and prevention would seem pointless to me.
Posting 24 seven about GDPR when most this company is revenue and work is outside the EU and will not be affected plus the EU are not enforcing it only sending out letters for best practice seems pointless to me.
Posting 24 seven from the moment you get up to the moment you go to bed about a company which you have no financial interest in would seem pointless note sorry delusional to me.
Posting 24 seven articles which never mention or have the company's name in them would be pointless and when the company is mentioned you seem not to see it so won't post the link.
It will be like someone holding shares in the NHS company and keep posting articles about ingrown toenails and tattoo removal rather than dealing with the business the main issues in it.
At present there's been no news about the company we are all waiting for the next trading update so basically just treading water the only positive news came from CES19 which for some reason you got amnesia on and didn't post anything about the company and what it was doing.
To make pointless and meaningless is repeating yourself constantly when your argument is being found out and wanting and not moving on to the next subject. Your bit like the Daily Mail or any newspaper as bad news sells and you have buckets of bad news and shady allegations about the industry and tenuous links which never mention this company.
Repeating the same post on 3 different message boards and on all the threads concerning that company could be seen as OCD or pointless.
This company mentions a share buyback over a month ago and your non-stop why hasn't it started but the only company you're invested in announce one in June last year and for some reason your mind is gone blank or doesn't want to talk about it I wonder why.
Tardis,
"As to your speculation, I’m sure a special dividend would be gladly received by any holders."
Yes, I would have thought especially by Viex and Tosca...
Still don't know who have been loaning out shares for a fee.. Make money on loaning out the shares and if there is a special divi, take some cash out...
Did you notice that Yume was then sold for a similar sp as before the $10m share buy back and special divi...
A $10m buy back is around 5% of company.
jrlse,
"I have had stt1 on filter for a long time."
Your right to filter whoever you wish...When you say 'a long time' do you mean few short weeks... it's just you asked me a question on 5th Dec, so just last month.. oops..
Anyway, good luck with your tunnel vision...
It does amaze me how so many posters believe rthm's future is dependent on being able to suppress any discussion on rthm..
Anyone can read STTsBumbag's posts to see how he posts so much useless and pointless posts, mostly about me..lol. If anyone doesn't believe me then read his posts...
http://www.lse.co.uk/member-info.asp?nick=STTsbumbag
Thanks for the pure speculation STT. Good of you to take the time to do this when you have no financial interest in this share. As to your speculation, I’m sure a special dividend would be gladly received by any holders.
STTsbumbag,
I have had stt1 on filter for a long time. I think of him as a warm up comic keeping the audience from getting too restless in between company news. Judging by all your reactions he is doing a good job.
I look forward to the year end results and the next agm.
jr
what's the point stt1 you don't hold shares in TAP or R1 so why are you posting 24/7 about them?
Regarding what Singer might do here..
Referring to my 6th Jan post... I think rthm BoD will do similar to what happened at Yume... dress rthm up and sell..
Yume had falling revenues, had a $10m buyback.. plus special divi and then sold on for around similar sp as before the results and buy back..
Whether Singer does similar here and sells to or buys TAP or any other company is anybody's guess...
Rthm should prove their model and have solid figures and believable outlook before buying anything.
My 6th Jan post:
Just months before the rthm/Yume deal was announced, Yume also announced a $10m buy back.
For fy2016, their results were:
Revenue: $160m (2015 $173m)
Gross Margin 50% (2015 45%)
Cash (and equivalents) $65.7m
Their buy backs were around $3.61-$3.64..
https://www.businesswire.com/news/home/20170216006240/en/YuMe-Reports-Fourth-Quarter-Full-Year-2016
There was also a special divi of $1 a share, just before the rthm/Yume deal was announced...
Yume's last sp on Feb 1, before completion closed at $3.70. Compare that to the buy back prices!
https://finance.yahoo.com/quote/YUME/
Special Divi announcement:
https://www.businesswire.com/news/home/20170622005385/en/YuMe-Declares-Special-Dividend-Quarterly-Dividend
Obviously a buy back will also help INCREASE EPS, which Should come in handy when it comes to reporting "in line" forecast.
I think rthm will possibly follow a similar route.
"On the subject of acquisitions, the longer R1 delay announcement of the buyback program details the more likely I think it is that they are in discussions on an inorganic move."
so why after 9 months have YOU not said a think about Totally NOT starting there share buy back yet!
which is you only holding?