Member Info for Malbright06

Just thought Id have a quick look at past financials. Back in the year ending Dec 2021 (remember we listed on Nasdaq ADR in mid 2021) we had EPS of $1.02. And remember the Nasdaq quoted price was then above $20 per share so a conservative P/E of around 20. Looking at this year's estimates we're looking at around $0.74 EPS so if we had a similar P/E as back in 2021 we should be looking at a share price around $ 14.80. As we stand we are nudging towards $10 share price so my question is : If we do go ahead and list on Nasdaq properly and get rid of the AIM dual listing, would this merit a re-rating of the share towards an industry average around 20 P/E. A proper Nasdaq listing would immediately open up to large institutional investors plus equity funds that have track the Nasdaq. My own opinion is that the AIM listing has been a real drawback in the sense that the tail (ie the Nasdaq ADR) has been wagging the dog for the past 3 years.

One other thing to consider for UK only shareholders - Presently any AIM shares are exempt from tax on capital gains, income and dividends. also inheritance tax. Once we re-list only on Nasdaq all these tax exemptions disappear. Im wondering what are the tax implications for UK shareholders of any sales of Nasdaq listed companies. I did buy a number of US shares some years back via my Hargreaves and Lansdown broker and don't recall any sort of withholding tax on sales with profit. For sure the dealing costs were higher than just buying and selling a UK share but might be worthwhile looking into this again now that our money grabbing chancellor is around for next 4 years at least.

On Friday I was astonished to see that after finally posting a very positive set of results, both the AIM listed and ADS Nasdaq listed share prices fell. As we had been struggling for more than a couple of months to get over the £ 3 mark on AIM and the US$ 8 mark on Nasdaq I was really expecting a good leap of around 7 to 10% at least.

Imagine my shock today to see initially further falls on both markets, and then BOOM !! As I write this we are suddenly up over 21% on Nasdaq to over US$ 9 which was the full year 2024 target p[rice. What happened this morning ????

Yes something weird going on stateside with 1/3 million shares traded already and the price soaring above US$ 8.20. No news that I can see. It had been disappointing to see the share price stateside dropping over past few weeks having had an intraday around US$ 8.32. But he ho I"ll take it.

Just found out that on 25th September 2019 there was a 10:1 consolidation of RythmnOne shares into the new RythmnOne. eg 31000 old shares became 3100 new shares under same name RythmnOne.

Thanks a lot kernowlad. Great summary. So if I trace my holdings back to when they were called Rythmnone I should now be able to calculate exactly how much I have LOST over the years. I certainly bought shares back when they were in the +£7 region, so as I once said to GDOG, I hope I live long enough to at least get back to this.

Certainly won't be in the next 2 years. Struggling to stay above £3 or US$ 8 over on Nasdaq.

This was in February 2019 (Taptica/RythmnOne all share deal).

Not sure yet how/when Blinkx became RythmnOne but have found out that in the merger deal between Taptica (then headed by our dear Ofer Druker) all RythmnOne shareholders (me included) got 28 Taptica shares for every 33 RythmnOne shares. Now Im trying to determine if there was any share dilution when a) Blinkx became RythmnOne, and b) when Taptica became Tremor International.

I almsot forgot there was Rythmnone also within this evolution. Did Blinkx become Rythmnone and if so how many Blinkx shares were converted to Rythmone shares.

I'm hoping that somebody from the early Blinkx days can help me with exactly how the share price/share name evolved. I first started to invest when this company was called Blinkx. But after that Ive lost track of how many name changes, changes to shares (ie 15 for 1 or 10 for 1 I seem to recall).

Is there anyone out there (GDOG ??) who can simply set out what happened since The early days of Blinkx.

I recall changes to Taptica, Tremor International, etc but can't seem to get past history from my broker (Hargreaves and Lansdown).

Very positive results for 2nd quarter, with EBITDA up by 29% and margins improved also. Guidance re-affirmed going forward with a little bit of icing on the cake indicating that H2 2024 is going to be much better than 2023.

Cash position still very strong so can't see anything wrong that might prevent the share price (USA Nasdaq) from pushing towards US$ 8 per share. We here in UK should definitely cross the £ 3 barrier today.

Meantime Im off to golf in a sunny 30 degrees here in Mallorca.

AND SHARE BASED COMPENSATION CONTINUES TO FALL SO THATS EVEN BETTER NEWS.

I agree GDOG. Very much a steady as she goes report for 1st quarter. Small 4% increase in revenue but over 30% in EBITDA. At least there's no "jam tomorrow" forward guidance, just reaffirmation of previous.

The positive thing is that further revenue increases should drop straight to the bottom line (according to them) so we could well be in for a $100 million EBITDA for 2024 year. Cash position is good and they seem to be using it almost exclusively for share buy backs. Not really done much for the share price since 2022 despite the huge expenditure.

BUT at least the share based compensation is on a firm downward trend.

As much as this massively discounted fund raise causes concern, I think of greater importance is the comment about launching " a strategic review of the Songwe Hill and Pulawy projects". Does this indicate that they are having such problems with getting the MDA over the line or finding investors, that they might consider just getting out altogether ? By that I mean just selling the entire thing. And if so this would inevitably come with a massive discount.

Im expecting a share price fall today as the market opens, probably by more than the discounted 25% fund raise.

What a kick in the guts for all of us LTH's.

Not even "jam tomorrow". Just a slightly thicker smear of butter going forward. This company is going nowhere other than backwards year after year. Gdog is it time you and I just packed it in and got rid of our shares and take the hit, because I just don't think I will be around long enough to recoup my investment here.

On the basis of every quarter past performance for 2/3 years, Im reconciled to another 20 to 25% fall in the price and yet another "jam tomorrow " statement. Still they say a broken clock is right twice a day so maybe this is the time. I'll be dead before I ever recoup my losses on this share.

Do we think old Ofer is getting out with these continuous sales. He can only have so many tax liabilities, mind you every share he’s sold has been awarded on the backs of we long suffering shareholders.

And a happy new year to all LTH’s. We can only hope !!

A good recovery from the 52 week low in late October of around 132p to over the £2 mark but where will we go from here ? On past performance it might give up all this gain when next quarter results posted (it usually disappoints). Long way to get back to the 650p mark I’ll need to show marginal profit on my holding see

Well with the results probably worse than anyone expected (EBITDA halved, Profit margin cut to shreds, revenue collapsing despite umpteen acquisitions, the worst being Amobee) what hope is there for the future of this company ? Even if we attract the attention of private equity, and fire all the existing board, we shareholders would get well and truly ****ed.

And they still cling to the eternal lifeboat of another $20 million share purchase programme as if any of the previous ones did anything to help the share price.

Guidance is abysmal so Im looking at yet another year in the toilet. If I were to cash out today I'd be losing 75% of the value I accrued over these years. Abandon hope all ye who enter here !!

As current posters will probably recognise I have been a very long term holder of this stock (well over 800,000 shares) and like many others have waited with growing impatience for the MDA, with its expectations that once agreed, the share price would re-rate. I desperately hope that to be the case, BUT, in researching the actual share prices of the top ten existing rare earth mining companies outside of China over the past year (including MP Minerals, Lynas, etc) I see nothing but significant declines of up to 55% despite the growing clamour for the West to support governmentally any company who could reduce China's dominance. Accepting that Mango has more strings to its bow than the straightforward mining companies, this does make me a little cautious as to what will really happen to the share price once MDA concludes. Actual commencement of mining will probably take another couple of years so the Pulawy refining plant won't have any feedstock for a while.

Many others, including myself have commented that this share price could rocket towards £ 1 a share within a year and whilst I desperately would love to see this (it could pay off my mortgage) I am coming around to the hope and expectation that if we can get back to a mid 20's price within the next year, Id be happy (but would NOT sell).

And let's hope that car battery technology doesn't discover that it can get by with other than rare earth metals in the meantime. Ive got until December 2026 before mortgage due for payment. Surely we'll have an MDA before then LOL ??