Member Info for BouncyDeadCat

You seem to be obsessed with being burned previously? Maybe if you examine the facts as you find them, not through the lens of a previous preconception, then you’ll likely come to a different conclusion on valuation of this stock.

Why are you quoting oil prices from 2012? This is a gas discovery and domestic prices have been growing exponentially in Morocco since 2012. You are trying to confuse the past with the present and oil with gas for the purpose of subverting reality or to obfuscate. Lose money then. Up to you, but the price is going up. Good luck :)

This will be going up not down. How can it go down when it is valued at cash and has a 70 million barrel of oil equivalent discovery in gas :)

insist on living in the past rather than examining what is right in front of them :)

Any which way you slice it, CHAR share price is still way too cheap. Th re-rate has only just started.

I can't quite believe this is at 4p!
The gas market has boomed in Morocco during the last 6 years and the Moroccan government has stated its intention to build the country's energy sector around gas and is giving huge financial incentives to those willing to build infrastructure and extract it.
A 65% rise since the announcement of the acquisition of the Anchois development is nothing. This stock is incredible value.

It does take a while to combat his dross and it can only be done when one has the time to do it. Glad you had the time today Brassneck :) $500 million in revenue and $50 million in profit and the spider will crawl back under the rock from whence he came. Hopefully not too long now...

Nothing's really changed Jinky. I've been buying every 10p drop from 295-215p, a few thousand each time. I pop in and have a quick read of the board every couple of days. YuMe is a great asset with high-value video inventory. The closing early won't add much to the bottom line as the fees for carrying out the acquisition will be quite high and will probably negate a lot of any early revenue we see. Brassneck is right - The new issue of shares to pay out the remainder of YuMe has diluted R&M's holding. 720p is very achievable, if they can get above $500m with $50m in net profit the year after then $15-$20 per share is a possibility from then on. Tis still a long way off mind - but I can wait...

is also a signed up member to the IAB's LEAN standards for digital advertising. Supported by all 44 IABs around the world. FAQs on IAB's LEAN: https://www.iabuk.net/system/tdf/IAB%20LEAN%20FAQs_Online%5B3%5D.pdf?file=1&type=node&id=28086

and before you say anything else - no - google will not be allowed to block everyone else's ads and only show their own - this is against anti-monopoly laws. Look what happened to them when they tried to put their own products at the top of their own search rankings... https://www.theguardian.com/business/2017/jun/27/google-braces-for-record-breaking-1bn-fine-from-eu

stt1, Instead of attempting to scare people, you should look into how and what Safari and google are aiming to 'block'. Nobody likes those spooky ads that follow you around the internet and they need to go. Criteo will be the victim of these reforms in a big way, but other ads will be allowed particularly video ads and neither company can effect anything outside of their browsers. Plus, you can't and won't have a free web without advertising - it doesn't work as nobody will get paid for the content they produce - it's either ads or a subscription model and nothing's going to change that. If people don't want to view ads, then they they will have to subscribe. The something-for-nothing model isn't an option. Rhythmone's platform has been integrated into Google's Doubleclick. Apple and Google earn huge swathes of income from Ads both directly and from third parties. For google Ads account for 90% of its entire business model. They aren't going to eat themselves now are they!

He definitely needs cash for something. He's been selling all of his holdings...

as the acquisition of YuMe draws closer.

Stt1, Your constant negativity in spite of evidence to the contrary shows you for what you are. Like always - you need to do more research. Griffiths is selling a huge swathe of his stocks across the board. He's sold out of most of the companies in which he's had holdings. He even sold CHAR just after they announced they were about to drill the largest well of any exploration company in 2018. He sold at 13p and the share price has since gone up to 20p with no signs of it slowing down. His selling of R1 along with the majority of his other stocks says nothing about his positivity or lack thereof in the R1/YuMe deal. But of course, you wish to paint a different picture don't you, grasping at any straw you can find.

I see he is selling out of most of his stocks. He obviously needs the cash for something...

I've been buying this every 10p drop since it went under 300p (from 295p-215p). It currently presents excellent value imo. Once the YuMe deal completes, R1 will be on course to achieve $415 in revenue and $34 million in profit which would easily take us above Numis's 12 month price target of 720p. If over the next few years R1 could increase that to $500 million with $50 million in profit then we could see anywhere from 1500p - 2000p per share. I feel the Seeking Alpha article is extremely cautious in its outlook over what affect R1's programmatic trading platform could have on the old YuMe business. YuMe currently have a very week programmatic offering and although the Seeking Alpha article mentions R1's programmatic platform as a good fit, it subscribes virtually no growth to it. It's probably prudent to be cautious after the last two years we've seen in adtech and for that reason Seeking Alpha have taken the last two years as a basis for their expectations for future growth (or lack thereof). Here's what they had to say: "The implications for the combined company are strong revenue and earnings performance for the foreseeable future. YuMe’s innovation in video advertising coupled with RTHM’s programmatic platform should offer a unique advertising experience for clients. The lack of organic growth is of concern, and is modeled in and hence the lower income in 2020. There is potential that the combined entity will be able to achieve more organic growth through their more complete product offering; however, this possibility has to be weighed against the possibility that scale will not contribute to growth as much as hoped. No growth in revenues due to scale is accounted for in the model, but there is 2% annual revenue growth for the combined entity from 2018-2020." On the flip side, I think it's also a good idea to remember that YuMe is a very highly rated video adtech company with its API installed in LG, Samsung, Toshiba and Vestel smart TV's as well as some of the most popular set top boxes. The adoption of programmatic trading for TV style ads has been slow to start, but it will most certainly speed up over the the next year or two. Programmatic is just so much easier than insertion orders and it returns far more data on ROI too. If R1 do a good job with the integration of YuMe, then we could see a lot more organic growth come in from other R1 programmatic partners (brands and agencies that use video ads) that have not used YuMe before. Yeah pays yeah money, yeah takes yeah chance. Good luck all. https://www.beet.tv/2016/01/yume-5.html (only works if you disable your adblocker).

Jeez, just got an email that another buy limit order has executed on my trading account. Wasn't expecting them to execute this low although I have buy limits structured every 10p it drops. I see this being triple the price in 12 months.

and as expected. Acquisition of Yume still expected to complete in Q1 2018. The business should get to $500 revenues with $50 million in profit and a share price of 750p soon enough imo. The only new bit of info I gleaned from the CC was that advertisers and ad agencies have payment terms of 100 days, whereas publisher terms are closer to 65-70 days. 1 month difference. Probably why it has taken a fair bit of working capital to get RadiumOne integrated.

Usually a sign the bottom's been reached ;)

I think far too many are over-looking the value opportunity this stock currently represents. $490 Million in Revenues with $49 Million in projected profit project post-acquisition - All for $200 Million!!! Tosca's average buy-in price is circa 350p (35p old money). They participated in the negotiations to acquire YuMe and haven't sold a single share. The price is where it is due to the time taken to complete the acquisition. The SEC will not be rushed and the merger will take until Q1 to finalise. This has left the SP exposed to the arbitrage and spiraling drift. On paper, Tosca are currently 33% down on their holding, mainly due to having to wait for the merger to complete, but you'd imaging they chose to see through the short term volatility/drift this would create with their eye being on the creation of a larger consolidated company that is capable of yielding a 10% net profit. If Tosca chooses to maintain its 29% stake in the enlarged company (post-acquisition), then they would have to buy another 12% (approx) of the company.

You have all of these other separate DSP, DMP, Exchange, SSP companies in the market each generating under $200 million in annual revenue (in the majority of cases), each charging a fee for the one service they provide. Then you have R1 - a complete end-to-end Programmatic platform (soon to be a much larger company with a doubling of controlled supply in the Video and connected TV space) combining a CMP+DSP+DMP+Exchange+SSP+Controlled Content with anti-fraud and verification built into its heart (RhythmGuard). The acquisition of YuMe will also make R1 one of the largest players in this space, offering a full transparent suite of services to both advertisers and publishers. It's hard to see how these smaller bit-part players will be able to compete and ultimately survive. "Rhythmone - an advertising technology company that provides streamlined, transparent connections between advertisers and audiences through a combination of differentiated supply, innovative technology and data-driven insights, today announces that it has maintained a #1 US ranking on Pixalate�s Global Seller Trust Index� (GSTI) for the fifth consecutive month. RhythmOne has ranked in the top two internationally during the same time period." "RhythmOne has technology each step of the way when connecting buyers to sellers. This means faster transactions for advertisers, lower latency for publishers, and a better user experience for consumers. Cutting out point solutions in between makes us more efficient, and ultimately more cost effective for all our clients and partners." https://www.rhythmone.com/advertisers/tech-stack