Member Info for Brassneck

I’m sure you can find the post on here where I said I read advfn but don’t post. Need to up the quality of your research Stt.

Great, thanks for the offer Biffa

Biffa, I'm with you there. I was going to wait for the July TU and if positive may well add. Will you be at the AGM? I can't make it as in Spain, either on a family holiday or a boiler room conference on multiple id tricksters, I'll let Stt decide which.

There are some really good posts from Eddie21 on LSE, worth a read. Brassneck22

Sorry Stt, let me cast another line, how could I have got it so wrong inferring that from your 9.34 post where you said when R1 improve their ads.txt ranking they’ll be worth more. I thought it followed that as AppNexus had a good ranking AT&T paid more.

Some very good posts from 1gw on advfn last night worth reading...

So AT&T reckon the AppNexus ads.txt ranking is worth c600m Stt?

Well Biffa AT&T obviously don't have Stt on their books, they're overpaying at that price, should be 0.5 times revenues surely.

Perfect timing, Friday 13th. I'm on holiday and back in the UK 14th July so will miss it. Hopefully a few of the posters on here that actually own shares will be able to attend.

Absolutely rusty. Feel as if I've already got a better list ready for the AGM than those. Can't believe they didn't press the share buy back way harder. They have the approval now to do it, they don't have to cancel them but hold them in treasury so if there is a fabulous acquisition that comes along they could place them in to the market or use them as part of the deal. I'd also put pressure on to say deliver the shareholder value from FY18 acquisitions before doing more. Also, I think ARM used to have a policy to buy shares in the market to cover any Executive options rather than dilute existing holders. Lots they could do to bolster confidence in the outlook.

Well that was all a bit boring today. Re-enforces FY18 as decent turn around from FY17 and all set up for FY19 but it does seem every year that it's all about the next 12 months. Looking forward to the AGM now, though they'll probably time that for when I'm on holiday! Outlook for FY19 promising if they said good start to the year rather than in line with expectations, good suggests a little better than that. Wish they put out numbers though for guidance.

Well, good luck ALTH for tomorrow I guess I'm more hopeful rather than confident that it will be a good day tomorrow given the track record here. The most recent changes of Ted and Dan cast a bit of a cloud at the moment so hopefully the numbers and outlook tomorrow will be positive. Here's hoping...

Stt, I didn’t think the news flow ever changed for you, it’s just negative all the time

stt you seem to have missed the bit about management confirming on track for this year's expectations and next year's concensus. Oh and the Whitman Howard note reiterating buy, talking about share buy back in H2, GDPR R1 being less exposed as it uses anonymous metadata, year end cash at $26m being above their forecast of $22m, Yume synergies up from $10-12m to $15m and one especially for you, 22% increase in Alexa Top 30,000 domains for Ads.txt for R1

Thanks for the blizzard of distraction Stt. Could have sworn I just asked about Quantcast though. Perhaps you could post that ranking since December as I’m sure you track it just like shares on loan.

stt, how are we doing on Quantcast these days? You used to provide a monthly update.

RPB1, far from comprehensive but the two recent broker notes i have (post YUME announcement) show the following forecasts: First one (Apr18) Turnover $ FY18 265M FY19 470M FY20 513M EBIT $ FY18 7.4M FY19 45.4M FY20 55.4M EPS FY18 10.2p FY19 42.5p FY20 51.8p (this one in pence) Cash $ FY18 21.2M FY19 62.8M FY20 111.4M Second one (Dec17) Turnover $ FY18 270M FY19 332M FY20 365M PBT Adj $ FY18 12.7M FY19 27.7M FY20 36.7M EPS FY18 25.8c FY19 52.7c FY20 69.8c (this one in cents) There was a Numis note too which I don't have a copy of. No doubt there will be updates to these after the results next week.

but it never maded it out of beta testing did it? Of course they'll talk it up when developing it but ignore the PR and there is nothing else behind it

Stt, I think that is a key question at the AGM as to why they don't list in the US. Seems the logical place given where revenues come from and the vast majority of business is there. As to the BOD / CEO I can't believe Perk is at any risk, it's a core part of the business. Don't know why you keep banging on about SFC as this never seemed to be anything more than a little IT whim that has never got any traction and certainly never delivered any revenue or profit. Completely the right decision to close it. I think they'll look to maximise the performance across R1, Perk, YUME and Radiumone, all of which should be complimentary. In 12-18 months then they could be on the acquisition trail again. Will be interesting to see what direction they spell out in the results.

Agree Biffa. Hopefully they'll demonstrate this change of direction in being more overt about a share buy back. They definitely need a period of consolidation and financial delivery. The cash flow should mean there is very little risk in starting a buy back in H1 FY19.