Member Info for stt1

revenue from continuing operations increased approx. $105m from last year... revenue increase from acquisitions was $129m... so still buying revenue...

bmac, "The next set of results is by far much more important." So next year then... AGAIN...

absolutely horsetrader... they even say so in the results... as in prior years, POTENTIALLY. it's normal agm resolution... "As we have in prior years, the Company will seek authority at its 2018 Annual General Meeting from its shareholders to potentially implement a share buyback program that would enable the Company to make market purchases of its ordinary shares." https://investor.rhythmone.com/assets/pdf/RhythmOne_FY2018_Results_140618.pdf

Are they now restricting Perktv and other Perk apps? They used to be available for smartphone users... Looks like Perktv app no longer available for smartphones... only tablets... https://play.google.com/store/search?q=perktv&c=apps

Brassneck "GDPR R1 being less exposed as it uses anonymous metadata," Was it Dan who commented about 1R/GDPR? Weren't the forecasts in the F4 published under Ted's watch?

and add Dan, COO, leaving to that list.. 2 snr Management team from 1R, pre Yume acquisition, out Since the TU on 19th Apr, we've had - Dan Slivjanovski, COO, out.. - Shares on Loan go up in May... Mar 2.93m Apr 2.76m 3.79% May 3.29m 4.47% - New CEO/president, 3 different CEOs in 12 months https://investor.rhythmone.com/newsroom/2018/05/29/directorate-and-management-changes - Reuters - Revenues being revised down https://www.reuters.com/finance/stocks/analyst/RTHM.L - Date of results being put back by about 10days... ALL in less than 2 months.. That's a lot to happen between the TU and results.

"Without any major news, I wouldn't be surprised to see the sp nearer to 100p than 300p over the next few months..." and quite possibly more of the old 1R's projects closed or more staff layed off... I wouldn't rule out a profit warning as well...

very sad indeed.

where's Dan, the COO, from the old 1R, pre Yume?? has he left or been booted, as predicted... or is the web page wrong? https://investor.rhythmone.com/about/executive-team

I think the sp will drift after the results/agm... With ads.txt, move to fee transparency, GDPR, advertisers charter etc and any other industry changes coming out, these will affect the industry this year onwards... Without any major news, I wouldn't be surprised to see the sp nearer to 100p than 300p over the next few months...

DrShaggy, yes, quite... some things never change from blnx days.. ;-)

and maybe the industry changes ads.txt, GDPR, move to fee transparency etc will not impact 1R as much...

there's always 'next year'.... Maybe the new management will actually do well and we won't see any writeoffs, declining cash and them actually backing up their bullish comments... next year then.... ;-) revenue cash fy2014 $247.2m $126.9m fy2015 $214.9m $95.7m fy2016 $166.7m $78.4m fy2017 $175 $75m *(inc Perk acquisition q3 2017)

I don't believe 1R changed CEO/President due to any comments on any BB... 3 CEOs in past 12 months... I don't believe Shares on Loan increased due to any comments on any BB... The 1R/DataXu court case over opaque fees - was it because of any comment on any BB?? Did DataXu end their partnership with 1R due to comments on a BB? Hmmmm... If you believe that 1R is at 20p, old money due to comments on any BBs then that's fine...you're entitled to your opinion and good luck to you... When newsflow changes I, for one, adjust my view/holding... it's my money.. it's up to others to form their own opinions...

Brassneck "Oh and the Whitman Howard note reiterating buy"... aren't they Tosca's private broker? Who is the largest shareholder? GDPR - 1R being less exposed... less exposed than who??? ... 1R run a full stack, don't they?... what about the millions of customers of Perk/Allmedia, the partnership with other dsp/ssp... So I don't agree that they are less exposed.. so we'll have to agree to disagree.. that's what makes a discussion.. ads.txt... good to see them adopting ads.txt more.. starting last Sept/Oct, after Google insisted on it... the uptake % wise would be high during it's early days of adoption, as can be seen with the % increase for majority of other companies as well... They are still 21st/30th for top 1k sites and 23rd/30th when looking at the top 10k and 30k websites.. https://adstxt.firstimpression.io/

Brassneck, thanks for those.. Forecasts: Last year, at agm, they announced a forecast of $220m for fy2018 and adjusted EBITDA of $14m, year just gone. This was EXCLUDING Rad1 and Yume They had around $75m cash. Despite buying Rad1 (8 months contribution) & Yume (approx 2 months contribution), they still only managed $255m and missed the EBIDTA forecast (ex Rad1 & Yume). So, why would any of their forecasts be reliable? Page 8: https://investor.rhythmone.com/assets/pdf/AGM_27_June_2017.pdf

and there was GDPR becoming effective 25th May... and 1 week before fy2018 end, 1R/DataXu, court case resolution: https://www.pacermonitor.com/public/case/22028832/RhythmOne_LLC_v_DataXu,_Inc

Since the TU on 19th Apr, we've had - Shares on Loan go up in May... Mar 2.93m Apr 2.76m 3.79% May 3.29m 4.47% - New CEO/president, 3 different CEOs in 12 months https://investor.rhythmone.com/newsroom/2018/05/29/directorate-and-management-changes - Reuters - Revenues being revised down https://www.reuters.com/finance/stocks/analyst/RTHM.L - Date of results being put back by about 10days... ALL in less than 2 months.. That's a lot to happen between the TU and results...

Brassneck, stats: Shares on Loan (SoL), not good, up on the month... and, according to Reuters, revenues revised down on the month... could it be a coincidence or does someone know something?? SoL: Shares On Loan: since Nov, just before Yume acquisition was completed. Nov 3.68m Dec 3.17m Jan 2018 3.3m Feb 3.49m Mar 2.93m 4.1% Apr 2.76m 3.79% May 3.29m 4.47% https://www.euroclear.com/en.html The Trade Desk: Apart from 1R/Yume, The Trade Desk has around 60 other inventory partners.. https://www.thetradedesk.com/partners Ads.txt ranking: 21st/30 - 23/30 when looking at the 10k and 30k websites.. https://adstxt.firstimpression.io/ Quantcast ranking https://www.quantcast.com/p-59TntzuqummDw Pixalate - Dec 2017 Global US - 4th Global Internation - 2nd Mobile in-app - 19th http://www.pixalate.com/sellertrustindex/global/#!global Pixalate ads.txt ranking: C http://www.pixalate.com/sellerinfo/?seller=RhythmOne&i=MjY5NQ%3D%3D "RhythmOne Earns #1 Ranking on Pixalate£s US and International Global Seller Trust Index for All 2017" https://www.businesswire.com/news/home/20180411005180/en/

We're only in Q1 and the revenue forecasts have already been reduced!! fy2018 started off well but after H12018, the revenue forecasts were reduced, so entirely possible there will be further reductions during the fy2019 year.... I wonder if the revision down is a result of those industry changes/challenges... ads.txt, GDPR, move to fee transparency or maybe it's a result of the Dataxu court case or closing of BM's 'pioneering initiative' SupportFreeContent... "RhythmOne has announced H1 revenues of $114.5M (H12017: $66.8M), up 72% year-on-year, slightly ahead of the range given in the trading statement of $112-114m. Adjusted EBITDA of $3.1M, an improvement of $5.7M (H12017: $2.6M Loss), is ahead of the $1.5-2m range given in the recent trading statement. RhythmOne on-platform revenues of $44.4M (H12017: $35.5M), were up 25% year-on-year. The company closed the period with $39.3M in cash. We are reducing our revenue forecasts to reflect the decline ..." https://*********************/companies/uk/web/rhythmone/research/whitman-howard/slight-forecast-reductions-rhythmmax-25-/743664ca-425a-4ef1-b99d-8710685d9ae2