Member Info for stt1

1R down 3 to 4th in Global US and down 1 to 2nd in Global international rankings.. I'm sure the cheerleaders will say it doesn't matter...and maybe use some other metric, which is rising...like they did with Quantcast... Pixalate state it now includes ads.txt, for anti-domain spoofing, which 1R recently stated they were adopting.. Odd some posters on here insisted that 1R adopted ads.txt months ago, so surely the rankings should not have changed, should they??? http://www.pixalate.com/#welcome Will we get a rns with the new rankings??? 1R's website still says ranked No1... https://www.rhythmone.com/#BFdcmKBY58rTw5sp.97

1R have some $39m cash and a $100m loan facility.. They don't have the cash for an all cash offer at $5.25.... It would leave them in a serious cash crisis...

1st Apple's Safari changes, now Google has confirmed date it will turn on ad blocking Google will turn on native ad-blocking in Chrome on February 15 https://techcrunch.com/2017/12/19/google-will-turn-on-native-ad-blocking-in-chrome-on-february-15/

Even Criteo's workaround has been zapped... Criteo’s Shares Plummet on Revenue Forecast Apple’s stronger move against ad tracking will hurt, company says "Marketers and advertising technology companies, including Criteo, use cookies to target and measure their web ads." "Criteo had been utilizing a workaround to Apple’s feature called Intelligent Tracking Prevention, which rolled out on the Safari internet browser on Sept. 19." "On Thursday, Criteo said iOS 11.2, the new version of Apple’s mobile operating system rolled out earlier this month, disables the solution it had been using to mitigate the effect of the tracker prevention function." "Criteo said if it cannot build an alternative solution, Apple’s tracking prevention could affect its 2018 revenue, minus traffic acquisition costs, by 22%. Criteo is particularly affected because it specializes in an advertising method called “retargeting, which involves serving ads to people who have already visited a website to remind them to return. The method relies heavily on tracking users as they browse from site to site." https://www.wsj.com/articles/criteos-shares-plummet-on-revenue-forecast-1513279308

Criteo Stock Hit Hard, As Apple iOS Update Limits Its Ability To Track Safari Users https://adexchanger.com/ad-exchange-news/criteo-stock-hit-hard-apple-ios-update-limits-ability-track-safari-users/

3 weeks after an article said MD of Rad1 is to move to Singaport, Adam Furness, MD of Rad1 resigns.. "San Francisco-based RhythmOne, which specialises in cross-device content management, is planning to shift the RadiumOne APAC HQ away from its current base in Sydney, Australia, and create a team of 20 people in Singapore. One of those relocating from Sydney will be Adam Furness, RadiumOne’s managing director, who will take on a similar role under RhythmOne." https://www.mumbrella.asia/2017/11/newly-merged-rhythmone-plots-asia-expansion-with-radiumone-md-to-move-to-singapore RhythmOne APAC MD Adam Furness to exit "At the time the deal saw Asia-Pacific boss Kerry McCabe exit and in August Furness moved from his Australia and New Zealand role into an APAC role – but still based in Sydney. His exit comes just six months after the acquisition. http://www.adnews.com.au/news/rhythmone-apac-md-adam-furness-to-exit

to eliminate fraud, ads.txt, next should be ads.cert.... https://digiday.com/media/what-is-ads-cert/

Yume sp closed up yesterday, so not surprising to see a strong start...

not a surprise... 1/2 revenue... who would have thought it.... ;-)

According to Euroclear, avg Shares On Loan for Nov up around 20% compared to Oct...from 3.05m to 3.68m... represents 7.6% of issued... Aug 17.7m Sept 2.87m (after 10-1 consolidation - so 28.7m pre-consolidation) Oct 3.05m Nov 3.68m https://my.euroclear.com

BROKERS Downgrade RhythmOne forecasts after release of H1 18 Interims "Shares were down 4% on Monday morning, continuing the stock's downward spiral from 480p in May to today's price of 240p." "Both Singers and Whitman Howard put out notes on the Group today, with Singers commenting: "The only fly in the ointment is RadiumOne where the costs program is slightly behind. This means a c$2m hit to FY18 EBITDA estimates, reducing it to c$14m... We also expect our revenue estimates to edge down by c$10m pa to reflect some termination of non-profit making business" Whitman Howard's note was much the same, saying: "We are reducing our revenue forecasts to reflect the decline in non-platform programmatic revenues, and our EBITDA to reflect slower cost turnaround at RadiumOne, and we now expect a small loss at RadiumOne vs small profit in year to March 2018." https://*********************/blogs/news/brokers-downgrade-rhythmone-forecasts-after-release-of-h1-18-interims

After all that, both 1R & Yume closed down. Yume closed down 1.39% @ $3.56... https://finance.yahoo.com/quote/YUME/

Brassneck, If you bothered to read the post you would see that I posted the article as it appears for non-subscribers... and even stated that YOU NEED TO REGISTER to view the full article... I'm not sure why you never read my post before you commented... ;-)

Whitman Howard You have to register to view the entire article... Slight forecast reductions- RhythmMax +25% "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

The recent industry challenges eg Apple's changes to remove cookies, Google's ad blocker, possible move to 1st priced auctions, Transparency over Fees, GDPR, ads.txt etc are all to hit the industry over the next few months.. How will they affect 1R and the industry?

Still planning and preparing the F4... When will it be filed?

Wed 28th Nov "Joint MOTION for Protective Order by RhythmOne LLC.(Brown, Jennifer)" https://www.pacermonitor.com/public/case/22028832/RhythmOne_LLC_v_DataXu,_Inc "A motion for protective order refers to a party's request that the court protect it from potentially abusive action by the other party. Such a request is often made in relation to discovery, as when one party seeks discovery of the other party's trade secrets. " https://definitions.uslegal.com/m/motion-for-protective-order/

It would be useful to know what plans 1R, if any, on dealing with challenges facing the industry over the next few months, Apple/Google's use of cookies/adblocker, GDPR, 1st price auctions, hidden fees etc... It would also be useful for know the current cash, revenue and profit forecast for fy.

FIRST PRICE AUCTIONS POSSIBLE......IMPROVE TRANSPARENCY AND HELP ELIMINATE THOSE ANNOYING HIDDEN FEES... 3 Ways First-Price Auctions Will Expand Programmatic Transparency & Revenue "Header bidding has changed digital ad trading forever. Now it�s even putting pressure on a foundation stone of the industry itself � the second-price auction. "the option of first price will not only bring a more transparent auction, but a more transparent industry." "Nowhere to hide When the highest bid is the clearing price, any fees charged on top of that will have to be open and transparent. Ad exchanges and ad tech vendors will no longer be able to bury service fees before presenting buyers the final bill and before paying out content providers." https://www.huffingtonpost.com/entry/3-ways-first-price-auctions-will-expand-programmatic_us_5a2036c4e4b0dff40be03760

Let's see if there any surprises on Monday... Any change in Outlook and progress on Yume.. They did say a few weeks ago that outlook hasn't changed,.. "The Company notes the recent weakness in its share price and confirms that it is not aware of any developments since the release of its Trading Update on 17th October 2017 that would change the outlook contained in that statement." https://investor.rhythmone.com/newsroom/2017/10/31/notice-results-oct-2017