Member Info for stt1

Brassneck,

YOU were posting about 'revenues', the message stream and subject is 'revenues', isn't it?. They missed on the original revenue expectations.
Looking at your expectations of $260-$270m (post 2nd Feb) and $90m for Q1 (post 5th Jul), how did they perform against your own expectations?
If revenues or cash were higher then you would be shouting about those rather than eps, wouldn't you?

It is good to see those high expectations now becoming more realistic.
A miss is a miss, as far I'm concerned.

"I don't see much risk to revenues on the 420m N1+Singer have in their forecast."

I'm glad to see the revenue expectations moving lower to more realistic levels, as expected..
That's a huge mark down from the mid to upper $400s let alone the $500m previously mentioned...

$462m, no $451m, no $430m...
https://www.reuters.com/finance/stocks/analyst/RTHM.L

now N+1 Singer, around $420m.

Keep lowering the revenue and keep saying 'current expectations' and it'll still be on track...

I wonder if the huge drop in revenues is due to those industry challenges... ;-)
Maybe they were unexpected after all...

Now what will happen if/when 1R close the low margin operations or non-core, I mean non-platform operations.. how much will these reduce the revenue expectation further...

We won't know for a few more months...

AGM presentation...

https://investor.rhythmone.com/assets/pdf/FY2018_AGM_Presentation_Final.pdf

Management/Market expectations...

This morning's update..
They said Q1 Management expectations but fy2019 'CURRENT MARKET expectations'..

"We are pleased to provide this update on our first quarter trading in FY2019, with revenue and adjusted EBITDA(1) performance in line with current market expectations," said Mark Bonney, CEO of RhythmOne. "

https://investor.rhythmone.com/newsroom/2018/07/13/first-quarter-trading-update-and-directorate-changes

Brassneck,

"Stt, I don't think they've changed the profit expectations/forecast at all. I'd much sooner they hit that than revenue. Of course, do provide a link to any reduced profit forecast you can find."

fy2020

EPS - from .67 to .64 to .61, 2mth ago, 1mth ago, 1 week ago...

https://www.reuters.com/finance/stocks/analyst/RTHM.L

Trading in line with CURRENT Market Expectations...expectations that were reduced recently -

Does it look as if they are on course to achieve $460m, I mean $450m, I mean $430m revenues for fy2019???

https://www.reuters.com/finance/stocks/analyst/RTHM.L

More director changes.. Opzoomer leaves to devote more time to personal interests...

Welcome to Yume... anyone for a special divi????

Q.
Increasing shareholder value.
Will 1R shareholders have similar expectations but lack of decent rise in the sp as Seachange?
Are there any plans to merge with Seachange?

A year ago, there was a similar boardroom change at Seachange... where
Mr Singer commented "Added Mr. Singer, “I believe the actions the SeaChange board has taken around reconstitution will ensure the best governance framework to support the company’s progress in achieving higher value for all shareholders.”

https://www.streetinsider.com/Corporate+News/SeaChange+Intl+%28SEAC%29+Upholds+Agreement+with+VIEX+Capital+Advisors%2C+Appointing+Mark+Bonney+%26+Andy+Sriubas+to+Board%2C+Announcing+William+Markey+Chairman+of+the+Board%3B+Steven+Craddock+Retires+from+Board/13218891.html

The sp of Seachange has hardly motored ahead...

https://finance.yahoo.com/quote/SEAC?ltr=1

Q.
SuperRewards.

Are there any plans to close SuperRewards or address reviews of it?

According to reviews, over the past year, a lot of reviewers are calling it a 'scam'.

These reviews create bad publicity for Perk and should be addressed?

https://uk.trustpilot.com/review/superrewards.com

http://www.superrewards.com/

Tractor,

"Are you considering buying?"

I would if any questions around 1R were allowed.
The current sp is around 18p, old money... you would have thought some posters would want to know why?

"Please give your view positive or negative in RTHM."

You can see some posters are not interested in opinions on 1R, unless they come from a select few...

It's the AGM TOMORROW... Obviously, questions will be put up today..

why the goading post - are you trying to hide the questions?

Q.
Can the Board provide feedback from the Road Show?

Q.
PI communication. Instead of private updates with PIs, why not provide the same information in TU to everyone?
Surely, this is insider trading?

Brassneck,

"I’m sending 1GW instead Stt as I’m out of the country remember, but I will be picking up with the BoD next week."

Oh yes and reading the BB, whilst on holiday and replying to BB within minutes.

Q.
When 1R acquired Yume, why did the BoD not take the opportunity and list on Nasdaq?. Especially as Yume Officers are now Officers for 1R?

Tractor,
Whoever is going to the agm can ask the questions.

I expect Brassneck will be at the agm, demanding answers from the BoD.

lol...
Turkleton: Who are you going to make rich due to the next acquisition?

The advisors...

How much did the DataXu court action cost 1R? Have any other partners expressed concern?
Given the industry move to fee transparency has the court case resulted in 1R being more transparent on fees?

2) Why was Support Free Content closed? It was promoted to shareholders as a 'pioneering initiative...How much revenue, cash did it generate during fy2018?

3) Has there been any impact from GDPR?

Please reply using the 'reply' button - then the stream can be easily viewed...

Anyone with questions for the AGM:

Let me start:
1) Which low margin subsidiaries are being closed? How much revenue will be lost by closing them?

California Privacy Act...

California is front line in fight over tech regs

http://thehill.com/policy/technology/396215-california-is-front-line-in-fight-over-tech-regs