Member Info for stt1

according to F4, Frank Pao and BM were the ones holding the discussions with Yume long before it was announced... They both 'resigned' in June/July and the Yume deal goes ahead... How many 'former' directors are mentioned in the F4... Pg 196 Summary Compensation Table "RhythmOne�s senior management for the fiscal year ended March 31, 2017 were its former Chief Executive Officer S. Brian Mukherjee, its former Chief Financial Officer Richard O�Connor, its former Chief Business Officer Frank Pao," https://www.sec.gov/Archives/edgar/data/1713721/000119312518021752/d399085df4a.htm As well as Andy Cunningham and SC, announced in the 2nd Feb rns... "The Company also announces that Suranga Chandratillake OBE and Andrea Cunningham will resign as Non-Executive Directors of the Company, effective as of the completion of the expected Merger." https://investor.rhythmone.com/newsroom/2018/02/02/rhythmone-plc-successfully-completes-exchange-offer-to-acquire-yume More like a Yume takeover than the other way round... 'Tosca and Cash'!!!! ;-)

Pensioner, I don't recall seeing it being announced, apart from hidden in the depths of the F4.. According to F-4 doc: "On June 27, 2017, RhythmOne announced that Mr. Hastings would be replacing Mr. Mukherjee as CEO of RhythmOne, effective July 29, 2017. Around this time, Mr. Pao also ceased to be part of the RhythmOne management team." pg 196: "its former Chief Business Officer Frank Pao," https://www.sec.gov/Archives/edgar/data/1713721/000119312518021752/d399085df4a.htm July 2017 was before Yume deal was announced and 7 months before the deal was completed... They did announce BM leaving in July, why not Frank Pao, Chief Business Officer, as well

Frank Pao also resigned on 2nd Feb, after the completion of Yume was announced... The rns from 1R on 2nd Feb stated Andy Cunningham and SC resigned: "The Company also announces that Suranga Chandratillake OBE and Andrea Cunningham will resign as Non-Executive Directors of the Company, effective as of the completion of the expected Merger." https://investor.rhythmone.com/newsroom/2018/02/02/rhythmone-plc-successfully-completes-exchange-offer-to-acquire-yume Companies House filing 14th Feb: 14 Feb 2018 Termination of appointment of Frank Pao as a secretary on 2 February 2018 https://beta.companieshouse.gov.uk/company/06223359/filing-history According to F-4 doc: "On June 27, 2017, RhythmOne announced that Mr. Hastings would be replacing Mr. Mukherjee as CEO of RhythmOne, effective July 29, 2017. Around this time, Mr. Pao also ceased to be part of the RhythmOne management team." https://www.sec.gov/Archives/edgar/data/1713721/000119312518021752/d399085df4a.htm They kept that fairly quiet.

The ads.txt ranking list, referred to in my previous post.. https://www.adstxtlab.com/adstxt-ranking.php

gdog, If you look at companies like OpenX & Rubicon, who recently reported.. Looking at this ads.txt ranking, Open X are 6th and Rubicon are 3rd.... 1R are 36th.. 1R clearly have a lot to do to catch up on ads.txt ranking... Rubicon reported a sharp drop in revenues, mainly due to scrapping of fess... The outcome of the legal action with Dataxu over fees was 'case did not settle'... It's possible they settled out of court but I haven't seen anything to suggest they did... has anyone else? https://www.pacermonitor.com/public/case/22028832/RhythmOne_LLC_v_DataXu,_Inc The only comment I read in an article was "DataXu and RhythmOne are in a cycle of suit-countersuit." https://adexchanger.com/online-advertising/att-bayer-bet-blockchain-tame-digital-advertising/

consequences of axing fees Rubicon Project axes 100 staff as it counts the cost of killing its buy-side fees as quarterly revenue drops 57% http://www.thedrum.com/news/2018/03/14/rubicon-project-axes-100-staff-it-counts-the-cost-killing-its-buy-side-fees

Eddie, "YOU already knew it would didn�t you? Of course you did" 28th Nov I posted "I'm glad I didn't listen to you and did my research and sold out at much higher prices.. I'm also glad I predicted these should go to around 1/2 revenue, similar to other ad tech companies sold within the ad tech space, where they might be worth a punt... Now where's the mcap??? Possibly a punt nothing more given the challenges ahead... " Now: what do reckon for 'jam tomorrow' revenue for fy 2019: $420m-$450m?? and that's if the industry changes/challenges don't affect them too much... 1/2 of revenue = $210m-$225m ex rate: $1.4 = �1 = �150m Check the current mcap.. around �150m, I believe? The company needs to provide solid financials and convincing outlook, without the jargon... If they do the sp will take care of itself...

After oldtimer posted in Sept that the sp could go to 200p, you posted.. "Well if �2.0 ever does come�( I doubt it) then I will be gorging silly �!" Well, the sp is below 200p (which you doubted would happen)... good luck with the 'gorging silly'.... Enjoy... btw, are you still buying on 10-15% drops? ;-)

Industry changes/challenges/opportunities. OpenX - ads.txt, GDPR. Their position compared to the competition OpenX Announces 10th Straight Year of Growth, 4th Straight Year of Profitability; Business Surges to $172 Million in Net Revenue in 2017 "OpenX, the world�s leading independent advertising technology provider, today announced financial results from 2017, highlighted by the company�s tenth straight year of growth and fourth straight year of profitability. " Several key factors have contributed to this rare industry success story and underpin the company�s optimistic outlook for 2018: Investment in being mobile first: Massive video growth: Commitment to quality: ads.txt and GDPR... "OpenX entered 2018 as the most trusted independent advertising exchange by comScore 1000 publishers based on their ads.txt files and was also the first global exchange to fulfill its publisher obligations under the General Data Protection Regulation, further highlighting the commitment to quality and partner services." Investments in technology fuel strong tailwinds: International growth: https://www.businesswire.com/news/home/20180313005788/en/OpenX-Announces-10th-Straight-Year-Growth-4th "To OpenX, Take Digital Quality Standards �And Run With Them� Is The Path Success" "To CEO Tim Cadogan, the industry as a whole can succeed as well by adopting recent policies to address widespread quality issues." "He�s referring to the ads.txt initiative of the Interactive Advertising Bureau and standards promulgated by the Trustworthy Accountability Group." OpenX is the #1 ranked independent exchange for ads.txt, meaning the top 1,000 publishers rank Google first and OpenX second, according to Cadogan. Meanwhile, it�s put some distance between itself and competitors in dealing with the new overseas GDPR privacy regulations, �which puts all of our publishers in compliance with GDPR four months before the deadline.� https://www.beet.tv/2018/03/tim-cadogen.html

oldtimer, well done for sticking to your 200p..

"Benefit of hindsight is a wonderful thing, but it would have been better to sell out and then hope to buy in cheaper. " Nothing to do with hindsight... Newsflow and experience - newsflow from 1R and industry. History of 1R's "bullish comments without backing them up" That IS "a wonderful thing" .

STTsbumbag, "Good to see RhythmOne talking about ads.txt then on their Twitter feed a few days back." Yes an article shared by 1R... If you look at the article, it's exactly same as https://www.emarketer.com/content/ads-txt-adoption-continues-its-steady-growth and it's also months after Google started pushing for ads.txt adoption... so it makes business sense to follow Google, doesn't it? "By the end of October, DoubleClick Bid Manager will only buy inventory from sources identified as authorized sellers in a publisher£s ads.txt file when a file is available. Presumably, at some point, ads.txt will be a requirement for DBM." https://martechtoday.com/google-doubleclick-new-ad-fraud-measures-204475 1R are just one of many companies in the ad tech space, fighting for a piece of the ad tech pie, where Google, Facebook dominate and Amazon are growing fast.. But yes, good to see posters commenting on ads.txt, months after I mentioned it as an industry change/challenge...

There are various ads.txt ranking lists around... This one shows 1R at 36th position. A long way from top 10. https://www.adstxtlab.com/adstxt-ranking.php

fy2018 is end of this month. Hopefully, we'll get TU/results Apr/May.

IAB Europe�s GDPR guidelines, explained https://digiday.com/media/iab-europes-gdpr-transparency-and-consent-framework-explained/

"In terms of why they have been relatively slow off the mark I would have thought it reasonable to assume that R1 has been focused on integrating RadiumOne and getting the YuMe merger done - and would have prioritised that over ads.txt." Adoption of ads.txt was slow by all ad tech companies, not just 1R, until Google started pushing it If Google wants, others follow or lose business... All companies are trying to stay ahead of their competition. "By the end of October, DoubleClick Bid Manager will only buy inventory from sources identified as authorized sellers in a publisher£s ads.txt file when a file is available. Presumably, at some point, ads.txt will be a requirement for DBM." https://martechtoday.com/google-doubleclick-new-ad-fraud-measures-204475 Pixalate ads.txt ranking also showed that 1R were not in the Top 10.

Bmac, "Has the situation deteriorated or improved that you know of? " By their very nature, all rankings are historical - same goes for Comscore, Shares on Loan etc As far as I'm can see the rankings listed are the latest by Pixalate. Do you or anyone else know of any later ads.txt ranking from Pixalate? If so, can you please post it? "In which case neither are worth posting about. Bmac" If you believe Pixalate rankings or any other metrics should be ignored then that is your choice to do so - then ignore them.

Treliske launches emergency command centre https://www.piratefm.co.uk/news/latest-news/2523094/treliske-launches-emergency-command-centre/ Vocare is the NHS111 provider https://www.healthwatchcornwall.co.uk/news/cornwalls-new-111-provision/

Bmac, "In which case neither are worth posting about. " RhythmOne (1R) seem happy mentioning it and providing a link to Pixalate as well - "#1 US ranking". So it must be worth posting about. "today announces that it has maintained a #1 US ranking on Pixalate�s Global Seller Trust Index� (GSTI) for the fifth consecutive month. RhythmOne has ranked in the top two internationally during the same time period." https://www.rhythmone.com/news/2017/10/10/rhythmone-pixalate-top-us-5-months#ERZBvYdxiU2TTO1l.97 Although they have changed their website homepage to read "Top ranked" instead of "Ranked No1", which is what it used to say. "TOP ranked In Quality By Pixalate U.S. Seller Trust Index" https://www.rhythmone.com/#kDZrXdm1vDhlUCLH.97

BMAC, "That data relates to the period from September 2017 to 18th December 2017 and therefore between three and six months old. Can you find something that is more relevant to where we are today? Bmac" The Pixalate rankings are from the same source as STTsbumbag's post.... Therefore, the Pixalate ads.txt ranking is as relevant as the GSTI posted by STTsbumbag.