Member Info for stt1

Tech companies are distancing themselves from big data https://qz.com/1262102/tech-companies-are-distancing-themselves-from-big-data/

Agree, with Care UK leaving, it should benefit TLY... Hopefully, they will go for the higher value contracts... Don't forget, Lisa Barter, the FD, previously was Head of Divisional Finance for the "healthcare division" of Care UK. Maybe she knows what Care UK contracts are worth having???? "Prior to joining Totally in August 2017, Lisa was the Head of Divisional Finance for the healthcare division of Care UK " http://www.totallyplc.com/about-us/board-and-management/

cashking, more interesting is 1gw and Brassneck... ;-)

Lots of IFs and buts.... Last year the brokers had 650p (new money, 65p old money) based on that potential growth.... The sp hasn't reached last year's brokers tp, yet.... There's always next year, I suppose.... I noticed 1gw sold some on Fri... some 500p below the broker's target...

GDPR will help, not hinder, Facebook and Google, competitors say https://www.marketingdive.com/news/gdpr-will-help-not-hinder-facebook-and-google-competitors-say/522107/

Look at the broker's tp from a year ago.... Last year's broker's tp still haven't been reached.. and those were pre-Rad1 and Yume.. https://www.nandp.co.uk/sharedealing/company/?companyCode=RTHM&companyCode=RTHM

before acquisition, Yume was already listed in US.

IAB Europe And IAB Tech Lab Go Live With GDPR Consent Framework - CMPs... "Under GDPR, supply chain intermediaries need to have an explicit user opt in to apply any data for advertising. Ad tech ecosystem companies have no consumer touchpoints, though, and they require processes like the one outlined in the IAB Europe and Tech Lab framework, where publishers collect audience data and allow vendors to piggyback on that connection for advertising." "The framework also introduces the first set of consent management platforms (CMPs), a category the IAB Europe is hoping to develop as the technology and rights management layer between publishers and users and between publishers and ad tech. Although now that the framework is live, the barriers to adoption are painfully real as well. The CMP category is pretty bare at the moment, and it may be greeted with suspicion by some publishers. There are eight initial CMPs: two publisher tech companies with roots in ad-blocker solutions, Sourcepoint and Admiral, as well as the ad tech companies Quantcast and Conversant and a few blockchain-based advertising startups. Adding new CMPs won�t be an issue, since those with the technology can easily register, said Bill Simmons, co-founder and CTO of DataXu, who contributes to the IAB Tech Lab�s GDPR working group." https://adexchanger.com/online-advertising/iab-europe-and-iab-tech-lab-go-live-with-gdpr-consent-framework/

CMO Today: Google Earnings Soar; GDPR Strengthens Duopoly; YouTube Cleanup Impacts MCNs https://www.wsj.com/articles/cmo-today-google-earnings-soar-gdpr-strengthens-duopoly-youtube-cleanup-impacts-mcns-1524566424

cashking to add to your clarification.... BMAC "The CQC (Care and Quality Commission) has given three warnings to Vocare for underperformance" "The Board of Totally is pleased to report that 15 of the 21 sites inspected by the Care Quality Commission (CQC) have been rated Good demonstrating Vocare's continued commitment and focus on providing a high standard of care and quality. The CQC is an independent regulator of all health and social care services in England and inspects and rates hospitals, care homes, GP surgeries, dental practices and other care services to make sure they meet required standards of quality and safety." https://polaris.brighterir.com/public/totally/news/rns/story/w12gg6x

Graham, BMAC forgot to give you RTHM's cash postition, as of 6mnths, 1 yr and 4 yrs ago.. and their sp... RTHM (1R): "our cash at bank is $26 million" 6 months ago.. $39m cash.. https://investor.rhythmone.com/assets/pdf/H12018_Results_041217.pdf ONE year ago: $75m cash... https://investor.rhythmone.com/assets/pdf/RTHM_FY2017_ResultsRelease_15May2017.pdf and at their peak, 4 yrs ago: $126m cash 4 yrs sp was 23500p sp now 210p. ;-)

Cover Story: GDPR Is Rewriting The Rules Of Adtech, And Rewiring The Global Privacy Debate "�We think that GDPR is the single most significant regulation in the history of digital advertising,� said Doug McPherson, chief administrative officer and general counsel at ad exchange OpenX. �It touches almost every company in adtech, and it will accelerate consolidation in the space around a smaller group of quality trusted partners that have a proven track record of investing in security and quality.� And it�s already claimed its first scalp. German location-based mobile marketing firm Verve shut its European offices last week, The Drum reports. Verve International GM Ian James said GDPR wasn�t the only factor in the decision �but it�s a big contributor,� adding, it is now �challenging to have to operate any data-driven ad tech business in a highly legislated market.� Instead the company is going to focus its efforts on the US." https://which-50.com/cover-story-gdpr-is-rewriting-the-rules-of-adtech/

I think buy back shows BOD confidence that they believe they will be cash generative going forward... and have enough cash for their needs.... we don't know what their next acquisition will be but maybe they think they already have enough for it??? - who knows???

cashking "where does it say £ 5 million will be used" It doesn't... Oh dear, BMAC (Barkboo on adv) posting misleading info....

graham, wasn't just BMAC, looking at last few posts, there were several others brassneck, eddie21, ginodog as well....maybe others... all to distract away from the industry changes and challenges here... funny they all gone quiet now...

Ad tech firms are quitting Europe, blaming the GDPR (often as a scapegoat) "It’s no secret that the last-minute scramble to get compliant before the GDPR enforcement deadline on May 25 has been tough for all companies in the media and advertising industries. But for ad tech companies that aren’t known consumer brands, it’s even harder. They must get consent to use data sourced from publishers and advertisers in order to keep running their ad services — a tough thing to do without a direct relationship with users." https://digiday.com/media/ad-tech-firms-quitting-europe-blaming-gdpr-often-scapegoat/ Facebook moves 1.5bn users out of reach of new European privacy law https://amp.theguardian.com/technology/2018/apr/19/facebook-moves-15bn-users-out-of-reach-of-new-european-privacy-law YouTube to stop supporting third-party ad serving in EU in May, citing GDPR https://marketingland.com/youtube-to-stop-supporting-third-party-ad-serving-in-eu-in-may-citing-gdpr-238012

Brassneck " I do think the revenue number was soft. " Thanks. They also missed on your cash expectations....and were on the border of your ebidta expectation... 19th March "Stevie, no they won't need a cash call. I reckon they'll have $30-35m at end March." 5th Apr "On the numbers I'm hoping for Revenues >$280m, Adj EBITDA >$14M, Cash >$30m" However, fy2019 expectation, your comment: "Ted being so clear that they are on target for this year's concensus it moves the focus to that " Maybe in a year's time then, fy2019...

SSTsbumbag, "non share holders like Shroder"... If knowledgeable shareholders are giving up then you'd have to wonder what do they know, wouldn't you?

There hasn't been much analysis on the TU compared to the forecasts... Odd... Where are the knowledgeable posters, BouncyDeadCat, Shroder?

Rusty " The difference this time is at least they are willing to give forecasts" Forecasts that they miss... how did they compare to their forecasts in F4???? Forecast they made in July 2017, agm: Forecast of $220m for fy2018 and adjusted EBITDA of $14m, year just gone. This was excluding Rad1 and Yume They had around $75m cash. Page 8: https://investor.rhythmone.com/assets/pdf/AGM_27_June_2017.pdf Rad1 acquisition: the Company anticipates that the Acquisition will generate $65M to 75M in revenues and $1M to $3M in Adjusted* EBITDA over the next twelve months. On a 8/12months of ownership: revenue: $47m EBIDTA: $1.3m https://investor.rhythmone.com/newsroom/2017/06/26/rhythmone-announces-transaction-radiumone Yume acquisition: "Through the three-month period ended 30 June 2017, YuMe generated US$42.8m in revenue and US$7.6m in adjusted EBITDA*, and net income of US$4.4m" 2/3 months of ownership: revenue $28m EBIDTA: $2.9m https://investor.rhythmone.com/newsroom/2017/09/04/rhythmone-to-acquire-yume-and-consolidation-of-share-capital They were forecasting $220m WITHOUT Rad1/Yume.. With Rad1 & Yume forecasts, they should have been around $300m revenues. They actually achieved $255m.revenue.