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Stt1 has pretty much given up with the vast majority of posters and investors on this Board. He has seen first hand that even the most bearish posters here keep him at an arms-length due to his relentless one sided and often distorted posts.
His main target audience hence is mostly the unsuspecting Newbie readers. Those are the ones who he desperately wants to influence.
As for twisting facts, innuendos and negative seed plantation, Stt1 is head and shoulder above any Shorters/Professional Bashers currently on all threads.
OR perhaps he really means well and likes to warn everyone specially the large institutions who are now increasing their stake in TAP aggressively. He wants to warn them to be careful and not waste their millions currently pouring in to TAP !!!
Eddie
"You are certainly twisting a lot of what I've actually said and are trying to plant into poster's minds what you want them to believe."
- that's your game Mr. Negativity.
I am not even a bull here, I just dislike lazy thoughts and repeat posts that try to imply all manner of bad times around the corner on the back of whatever suits your agenda.
"Everyone can read my posts and read what I've actually posted and they should form their own opinion..."
- I have and I am telling you they are superficial and poorly researched and display a lack of understanding.
A twelve year old could do better, really!
"Read Tricky's posts and read mine.. Tricky's changing his mind after I back up my posts."
- You don't back up your posts, that's the problem, you speculate on weak or incomparable data sets which I challenge and you change the subject or flip-flop around.
All ad-tech is subject to changing markets and technologies at a bewildering pace, some are good at this, some at that but you haven't even produced Tap's competitors to compare to, just some different business models that you seem to think should show Tap are a basket-case.
Could do better!
Tricky,
You are certainly twisting a lot of what I've actually said and are trying to plant into poster's minds what you want them to believe. ..
Everyone can read my posts and read what I've actually posted and they should form their own opinion...
http://www.lse.co.uk/member-info.asp?nick=stt1
Read Tricky's posts and read mine.. Tricky's changing his mind after I back up my posts.
http://www.lse.co.uk/member-info.asp?nick=Tricky_Dicky&page=1
Everyone should form their own opinion...
Everyone should do their own research...
Well worth a re-post max19 3,400 posts Holding RNS.... Now Schroders plc increases their's holding....3 big funds managers now holds circa 42% of the total shares in issue...interesting Thanks very much max19. Really interesting post on the amount of shares moving to firmer hands. The supply/demand must surely soon move in our favour.
To Mr. Ultra BS,
Re- some of your earlier allegations of impropriety and failings:
Many ad-tech companies cannot give future financial performance beyond the then current quarter, owing to the unpredictability of the underlying assumptions and estimates and uncertainty inherent in their business.
To suggest that his is tantamount to fraud and follows the pattern of Autonomy pitching its sale to HP is 'skating on thin ground' indeed.
To suggest R1 obtained a loan (presumably in conjunction with the purchase of Yume and because R1 had already bought assets of Radium) on the back of false accounting, is likewise, on thin ground.
R1 had previously tried to buy Yume but did not have the finance in place on the timescale required at the time..
That was on Brian M's watch and he resigned shortly afterwards.
The rest of what you have been doing badly is to imply that success (or failure) of other companies is down to lack of fee transparency or the burden of owning and operating a DSP business.
The companies you mention have no comparable business model with R1/Tap.
You do not even mention the main competitors to Tap and what they are doing right or wrong.
You compare apples with bananas and quote irrelevant one-liners from journalists in the Press who seek to sell stories and do not understand much about ad-tech at all.
Not sure what planet you are on Mr. Negativity but your arguments are extremely naïve.
Sizmek gained a DSP through the acquisition of Rocket Fuel.
Sizmek then failed because it couldn't service ensuing debts.
Nobody is suggesting CTV products alone can immediately save struggling businesses or prevent consolidation.
Tarsus
Yes I see where you are coming from
Me and stt1 go back quite a while now. I now know when to prompt him to make an even bigger fool of himself. And when to shut off his Oxygen
Cheers
Tricky,
From my post yesterday around 2pm.. in reply to your comment "CTV is where the market is going and Tap see a chance to create a major independent player in the field."
"So was Sizmek heading towards CTV...they filed for Chapter 11 Bankruptcy a few months after this blog..."
https://www.sizmek.com/blog/blog-news/are-you-ready-for-ctv-trends-and-tips-for-advertisers/
Seems other share my view...
Note the sentence highlighted in caps regarding Sizmek is similar to mine above... ;-)
Industry Challenges, Move to fewer DSPs... It's worth your time reading as it'll help you understand DSPs and Industry Challenges..
"Although users are changing how they view TV, companies trying to capitalize on advanced TV face numerous challenges: Inventory is finite, the digital video marketplace is fragmented and difficult to measure and DSPs face stiff competition. Between 2016 and 2018, advertisers cut the number of DSPs they use per month by about 40%, according to ad tracking company Pathmatics. Advanced TV products alone can’t save struggling businesses or prevent consolidation. FOR INSTANCE, SIZMEK PROMOTED ITS OWN ADVANCED TV PRODUCTS BUT SOUGHT CHAPTER 11 PROTECTION LAST MONTH"
https://www.emarketer.com/content/advanced-tv-new-frontier-dsps
Eddie, you give him too much time of day. Don’t get drawn in.
Mr. Ultra BS is like a cricketer who keeps missing the ball!
If he can't even hold the bat correctly what chance does he have anyway?
Laughable at times, as you say.
STT1-
Seems as always when people ask you a very simple straight question you conveniently change the subject somehow, bringing up unrelated out of context comments to distract and deflect.
I asked you after your earlier post that what Autonomy CFOs conduct TWELVE YEARS ago had to do with R1/TAP merged company today !?
I asked why you think it was important for you to bring up a 12 year old event NOT even directly related and suggest some kind of negative effect on TAP now !
You then start to bring up R1 s $100m secured credit facility process in Nov 2017 and all sorts of ancient quite frankly unrelated drivel.
Isn’t it the case that you just want to damage R1 and now TAP and will resort to all manner of tactics ( some quite laughable)
Eddie
Now
Schroders plc increases their's holding....3 big funds managers now holds circa 42% of the total shares in issue...interesting.
Admin , Please read the rules before posting. Have you had a read recently.
Apologies folks if you have already seen this.
Will the real stt1 stand up.
Worth another read.
Our resident antagonist stt1 has to date placed 23097 posts on the R1/Tap ADVFM thread alone. https://uk.advfn.com/forum/profile/sikhthetech
Following the takeover, the lse Rythmone records have been removed but that also ran into many thousands of posts.
Hardly the behaviour of a well person stt1.
Some time back I posted here a long list of posts from our resident antagonist. It had been extracted and compiled from the ADVFM board and collated courtesy of Barkboo. It was a ‘date and timed’ record of our resident disrupter’s stated purchases in Blinkx/R1. At that time back in 2014, he was openly telling everyone about his Blinkx share purchases at around £2.20 old money (£22 today) and that record showed that he continued to buy Blinkx all the way down to around 70p while at the same time telling readers that the sp was going to £3.00….here is one of them, 31 Mar'14 - 22:15 - 7309 of 13887, I disagree regarding the bid... currently still 300p possible," (that’s £30 in today’s money). The same record showed that he eventually sold a chunk of those shares a few years back for just 50p and the remainder of that R1 investment he sold at around 20p.
Our resident disruptor stt1 also invested heavily in Stanley Gibbons. Readers can look at the history of that sp over the last 5 years if they want a real good belly laugh but it is his latest flurry into Totally Plc that gives me the greatest pleasure. At the time when he posted this (see below) on the ADVFM bulletin board, the Totally Plc sp was around 72p, it is currently struggling to hold 12p and it is my reckoning that Totally will need further cash sooner or later in order to keep going. So further dilution on its way for Totally and with it another hit to the sp.
Now, with the above 72p in mind, this post from our resident stt1 antagonist was also copied from the ADVFM board…..
Totally. 2 Mar '14 - 16:40 - I've put my money where my mouth is... I've a huge amount invested and all in my ISA...
And now take a look at this post from him four years later on the same board…. clearly, he has forgotten what he said earlier….
stt1 and Totally. 03/7/2018. 12:39 savage, thanks... who was the investment company, buying in at 55p, so people know to avoid them....
It is most unfortunate, but this guy stt1 knows that there is nothing that can be done to stop the pleasure he reaps from aggravating everyone here and despite the fact that he has no record of successful investing he will continue to plague us with his ‘guidance’.
Personally, I scroll past all posts annotated with his name. It’s amazing how com
Indeed R1 sensibly put all necessary cautionary statements and warnings (caveats) in place considering acquisitions, integration and SEC filings.
Yet you make suggestions of R1 overstating their financials in order to deceive and I so therefore do not agree with your prejudicial commentary.
Yawns... anyone else find the troll rather boring?
Tricky,
Did you not read the Finncap, TAP's broker, note, where they reduced the fy 2019 by a massive amount??.
Did you not read the SEC filing by Singer just months after he took over following the rthm/Yume takeover??
Is it a coincidence that the original forecast was by the old guard pre-Yume, pre-Singer???.
If not, they state:
Finncap note state:
"Following the YuMe deal, the FY 2019 RhythmOne revenue expectation was for $470m,
but in actuality the year now looks like seeing $250m of revenue – a substantial
downgrade DUE TO DIFFICULT CONSOLIDATION AND LITTLE INTEGRATION BEING DONE "
https://www.finncap.com/our-services/research
Is it a coincidence that Singer filed the following SEC filing just 6 months after taking over from the old guard...
The company has warned:
"MATERIAL WEAKNESSES", "SIGNIFICANT" costs, "ADVERSELY AFFECT...OPERATING results..IN THE FUTURE.""
"D. Changes in Internal Control Over Financial Reporting
As a result of material weaknesses related to the ......."
https://www.sec.gov/Archives/edgar/data/1713721/000143774918014094/rhyth20180713_20f.htm
Page 43..
"SIGNIFICANT costs", SUBSTANTIAL MANAGEMENT TIME", "ADVERSELY AFFECT...OPERATING results..IN THE FUTURE."
"The combined company will incur significant costs and devote substantial management time as a result of becoming subject to reporting requirements in the United States, which may adversely affect the operating results of RhythmOne in the future. "
https://www.sec.gov/Archives/edgar/data/1713721/000119312517377843/d399085df4.htm
It seems to me that BOTH Finncap AND Singer have raised questions over rthm's financials...
From Mr. Hydra:
'TAP merged with rthm last month..It raises questions as to whether rthm were overstating their financials and therefore TAP merged on unfavourable grounds...'
After all rthm took out a $100m secured credit facility in Nov 2017. Were accounts overstated when they took out the secure credit facility?
Dangerous ground Mr. Hydra, if you are indeed making accusations of deceit against R1, do you (or your paymasters) have good legal advice in order to substantiate your case?
Otherwise you have overstepped the line and should apologise for making spurious and potentially defamatory commentary.
Lol, here we go again...
Eddie,
"You still insist that the conduct of the CFO of Autonomy 12 Years ago somehow will have a bearing on R1/TAP today ! ? REALLY ? are you serious!"
TAP merged with rthm last month..It raises questions as to whether rthm were overstating their financials and therefore TAP merged on unfavourable grounds... It also raises serious questions about the viability of rthm.
After all rthm took out a $100m secured credit facility in Nov 2017. Were accounts overstated when they took out the secure credit facility?
https://beta.companieshouse.gov.uk/company/06223359/charges
Do you think Hagai Tal's conduct at his previous company all those years ago has any bearing on TAP/rthm... Oh it did, didn't it??
"Taptica (TAP) chief executive Hagai Tal has resigned after being found liable by a US court for certain statements made in relation to the sale of Plimus – a company of which he was both a shareholder and chief executive at the time of its sale in August 2011. Head of Taptica’s performance advertising segment Rivi Bloch has been appointed to the top job on an interim basis."
https://www.investorschronicle.co.uk/shares/2018/12/05/taptica-plunges-as-boss-exits/
Seems Shroder can see something in TAP that our resident troll can’t
Clash of the titans...
Schroders plc are buying in again, as of yesterday.
Up from 8.34 to just over 10% now.
The Hydra monster has many heads. If you cut off one hydra head, two more will grow back in its place. It is also said that the Hydra's teeth were able to raise skeletons from the dead.
Sounds familiar?
From Stt1 earlier-
"As you can see from the link below, Hussain was the ANALYST AND INVESTOR CONTACT when BLINKX demerged from Autonomy.
Blinkx renamed itself to rhythmone, rthm"
-----------------------------------------------------------------------------------------------------------------------------------------------------------
ReallyStt ?
You still insist that the conduct of the CFO of Autonomy 12 Years ago somehow will have a bearing on R1/TAP today ! ? REALLY ? are you serious!
You really must be running out of material Stt to have to resort to such a weak and laughable linkage !!
Please read your own post again, perhaps you would realise how silly your comments sound.
Eddie
From Mr. N.
"Tackling ALL Industry Challenges should be part of any company's strategy and Fee transparency is ONE of those but is becoming MORE important..."
The biggest business challenge in “ad tech” is fraud. So you need to ensure that the audience “viewing” and clicking the ads is 100% real.
If your fees are transparent and yet you provide unreliable data, then, well that's unsatisfactory.
Safe data costs money, fee transparency just requires an audit.
Unfortunately a lot of people just want cheap regardless of quality and so it goes...
Revenue for Tap is increasing well but that is not a good indication of profit, as other expenses have to be taken into account.
That is really basic 'noddy-level' stuff ;)