Member Info for stt1

bmac, "The arb is working in your favour for now and likely to remain so until all is done and dusted. " Really, arb (sell 1R, buy Yume)... If you look at the sp chart for last 6 months... When the Yume deal was announced and after the 1R GM, there was a steady decline in the sp of 1R, around 350p to 300p.. Yume was steady around $4.60-$4.70... so possible arb trading... However, the decline of BOTH 1R and Yume sp ACCELERATED after 1R announced their TU... and their cash position... This suggests the TU had an affect... it could be Yume shareholders selling due to not wanting to hold shares in 1R or a UK AIM company... so not just arb then.... Look at the charts, after 1R announced TU in Mid-Oct: https://finance.yahoo.com/quote/RTHM.L?p=RTHM.L https://finance.yahoo.com/quote/YUME?p=YUME

bmac, "Getting whipped"....lol Have you seen the sp??? It's halved within the last 6 months - is that called getting double whipped?.. 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... ;-)

"Almost all of Australia's premium publishers, major sporting bodies, government departments, Google, Facebook and several iconic local companies were targeted in the world's largest ad fraud racket.." http://www.adnews.com.au/news/hundreds-of-australian-sites-and-brands-hit-in-global-ad-fraud-scheme According to Adshit.com, 1R have installed ads.txt at these 'popular' publishers: https://adshit.com.au/ads-txt/exchange/rhythmone.com

Bmac, "Have the CEOs of Whiteops and integral Ad Science not been shouting loud enough for you and their clients." So what is there about 1R to distinguish them from the dozens of other exchanges out there???.. so proves my point, 1R are not at the forefront and ahead of the game, they are one of the crowd of ad exchanges out there, chasing the v small pie.. ;-)

Why not use the opportunity for some well needed PR like Rubicon....State that because of the solid efforts against fraud that they were not affected.. Shout out the good news from the rooftops...

Bmac, you made the claim that because Rad1 adopted ads.txt, that they were unaffected by Methbot... That's pure rubbish because as I proved to you, Methbot was late last year and ads.txt came out this year, yet not for the 1st time you twist the post... Secondly, 1R bought Rad1 in June, over 6 months after Methbot... So was 1R affected... Methbot and Hyphbot affected ad tech players through their partnerships.... Several exchanges stated how they were affected.. it's up to individual companies to hold their hand up and show how they were or were not affected... Exchanges Downplay Methbot�s Impact, But The Fallout Will Extend Into 2017 "Some large, well-known exchanges have come out to say they�ve had little or no exposure to Methbot. And a few prominent figures called for ad buyers to shift spend to direct channels and private exchanges." "AppNexus, wrote that the company had hosted under $500 in transactions on the fraudulent IP addresses" "According to DoubleVerify, less than 1% of traffic across the SpotX platform originated from Methbot IPs." "Rubicon put out a statement that its platform was not affected, and Index Exchange pulled its logs for December and found only 14 impressions " "DataXu estimates that only .08% of daily spend on its platform in December, the equivalent of about $700 a day, was impacted by Methbot." "There are quite a few high-profile exchanges that have not commented yet and I�m hopeful they will, but then, who�s left?� said Andrew Casale, CEO of Index Exchange. �It�s probably the smaller-tier players who have the same seat at the table that we all do in programmatic." https://adexchanger.com/ad-exchange-news/exchanges-downplay-methbots-impact-fallout-will-extend-2017/

BMAC, "Note, our Australian based RadiumOne deploys ads.text so I guess it would not have been affected to any great degree by either Methbot or Hyphbot. " That would have been a real miracle especially as Methbot was late last year and ads.txt was announced this year, long after Methbot... Methbot affected the Netherlands & US data centres, not Australian... https://martechtoday.com/methbot-beginning-end-digital-ad-fraud-194142 Companies need to shout from the rooftops that they were not affected by any fraud operations... Can you locate an official rns or a news article where 1R state they were not affected in any way by Methbot? Similar to this joint statement from Rubicon and White Ops.. and 1R deploys White Ops, so it wouldn't have been a problem providing one... "We can confirm that Rubicon Project's quality and anti-fraud measures sufficiently countered this wide-ranging scheme" http://www.businesswire.com/news/home/20161220005758/en/Joint-Statement-White-Ops-CEO-Rubicon-Project

AppNexus' DSPs to adhere rigidly to ads.txt "The past six weeks have seen a 400% rise in publisher adoption of ads.txt on AppNexus' platform. "Today, roughly two-thirds of the top one thousand domains directly available on AppNexus� marketplace have adopted it. We anticipate continued momentum and are confident that by late January we will be able to apply the new standard without disruption to buyers� or sellers� business," O�Kelley said. https://www.campaignlive.co.uk/article/appnexus-dsps-adhere-rigidly-adstxt/1451289

Timeline: Aug - Initial discovery - cover Australia "The paper is based on a two-month investigation following the initial discovery in August." According to Jonas Jaanimagi, Executive Consultant IAB Australia, �This Hyphbot story only highlights the importance the entire industry committing to the IAB�s ads.txt solution. Criminals running illegal domain-spoofing activities such as Hyphbot and Methbot, can be immediately shut down by all publishers aggressively adopting and accurately maintaining the details on the ads.txt files on their domain.� https://which-50.com/adform-blows-lid-huge-botnet-driven-ad-fraud-operation/ Sept After a report about Google and ads.txt, takeup jumped... inc 1R, who stated Mid-Sept as well.. https://digiday.com/media/can-good-big-stick-thanks-google-ads-txt-taking-off/ RhythmOne is a strong proponent of the initiative. Since mid-September 2017, we have aggressively marketed the initiative —and as of early November 2017, a rapidly growing percentage of our partners have adopted ads.txt and have verified in their site code that RhythmOne is a trusted seller of their inventory. https://www.rhythmone.com/rhythmbuzz/insights/2017-programmatic-insights-report-update Australia: "Almost all of Australia's premium publishers, major sporting bodies, government departments, Google, Facebook and several iconic local companies were targeted in the world's largest ad fraud racket.." http://www.adnews.com.au/news/hundreds-of-australian-sites-and-brands-hit-in-global-ad-fraud-scheme According to Adshit.com, 1R have installed ads.txt at these 'popular' publishers: https://adshit.com.au/ads-txt/exchange/rhythmone.com LOTS of exchanges have also adopted ads.txt... So 1R are not alone nor leading the pack, are they? https://adshit.com.au/ads-txt/exchanges

Bmac/Pensioner, It's about PR.. If 1R are leading the pack, as some say then they should be shouting from the rooftops, shouldn't they? Unless they are reacting and not leading, just like the majority of other players... They had no problem rns about their position within Comcast/Quantcast/Pixalate, only last month, did they? https://investor.rhythmone.com/newsroom/2017/10/10/rhythmone-pixalate-ranked-number-one Ads.txt is IAB initiative which Google is pushing for... Only mentioning ads.txt within a blog on their website doesn't reach investors, just like their blog announcement re Google 'tie up'.. When Methbot was exposed, there were reports by ad tech companies as to how they were affected... Despite Methbot affecting the data centre in Netherlands and 1R has servers there, there was no report from 1R... Rubicon, as well as others did report on Methbot: http://www.businesswire.com/news/home/20161220005758/en/Joint-Statement-White-Ops-CEO-Rubicon-Project 1R also had no problem announcing that their OpenRTB v2.3 certification, so they don't have a problem rns regarding how they are tacking , do they? OpenRtb3.0 includes ads.txt but the older certification 1R announced they were awarded, doesn't... https://investor.rhythmone.com/newsroom/2017/05/16/rhythmone-first-to-achieve-iabs-openrtb-certification a rns is good PR and officially states to the market that 1R have adopted ads.txt..

Bmac, " This sort of stuff is out there all the time "... Can you please post another similar fake ad operation? Also can you please post a link to the RNS showing when 1R adopted ads.txt? Thanks

Bmac, "That extrapolates to $182m a year and more than our total 2017 revenue of $175m.".. if you read the article it refers to 'at least 14 different ad exchanges' not just 1... but then you already knew that, didn't you...;-) "The suspicious URLs were presenting themselves in ad auctions via at least 14 different ad exchanges at a rate of up to 1.5 billion requests to ad buyers a day." https://www.wsj.com/articles/fake-ad-operation-used-to-steal-from-publishers-is-uncovered-1511290981 also, your comment: " This sort of stuff is out there all the time "... so you shouldn't have a problem finding another huge fake ad operation, should you? Can you please post another similar fake ad operation?

Last year it was Methbot, now new bigger Hyphbot fraud uncovered... Fake-Ad Operation Used to Steal From Publishers Is Uncovered Adform says �Hyphbot� scheme created fake websites, nonhuman traffic to scam advertisers of more than $500,000 a day "Denmark-based Adform, identifier of the scheme, named it �Hyphbot� and estimates that it has been going on since at least August." "According to Adform, the fraudsters behind the Hyphbot scheme created more than 34,000 different domain names and more than a million different URLs" "The suspicious URLs were presenting themselves in ad auctions via at least 14 different ad exchanges at a rate of up to 1.5 billion requests to ad buyers a day." "Hyphbot has the potential to be �three to four times� bigger than Methbot because it spoofed more web domains and used a larger bot network to generate the fake traffic" https://www.wsj.com/articles/fake-ad-operation-used-to-steal-from-publishers-is-uncovered-1511290981

Amazon pitches publishers a new header bidding wrapper "By creating another ad tech product, UAM helps Amazon become a more serious threat to Google�s programmatic dominance. Amazon already has the industry�s most popular server-to-server wrapper in the industry, according to ServerBid. And its DSP business has grown considerably over the past year. UAM will help Amazon penetrate the market for smaller and midsize publishers� ad tech, which is a market that Google has had a stranglehold on." https://digiday.com/media/amazon-pitches-publishers-new-header-bidding-wrapper/

Huge Ad Tech Salaries in APAC and ANZ regions... Ad tech salaries revealed Commenting on the salaries, RhythmOne MD of APAC Adam Furness says: �In Australia, there is a talent shortage of Australian residents at the high-end for leadership and technically skilled roles. There is also less desire to go through the visa process. These combining forces result in more demand for Australian talent and increased salaries.� http://www.adnews.com.au/news/ad-tech-salaries-revealed

FSP ended... SG Guernsey in administration...eliminating the cash-flow burden of buy-back guarantees "Hence, the Group will be free to continue to trade in the normal course of business without the cash-flow burden of the buy-back guarantees."

the simple point is still 'planning'... more jam tomorrow, on track... ;-) IF 1R can back up their bullish comments with solid financials, growing revenue, cash generative, solid outlook then the sp will take care of itself... ;-)

it's nothing new... Rad1 already have an office in Singapore... they are 'planning' to move the Rad1 HQ to Singapore from Sydney... 1R already said earlier in the year that they were planning for APAC expansion 'later in the year'... "with additional expansion planned for the Asia Pacific region later in the year".. https://investor.rhythmone.com/newsroom/2017/01/16/third-quarter-2017-trading-update

Bmac, SoL: "In regard to the October Sol at 6%. The shares on loan (and presumably short) rose from just 2.86% to 5.85% during the July to September quarter. Even so it�s hardly earth shattering at this level is it. That 5.8% Sol appears to have carried across into October and increased a tad to 6.2% " yes, I agree that the SoL only increased a tad from Sept to Oct... which was my point, the sp decline accelerated mid Oct, after the TU. Also, if you look at the SoL after Perk acquisition was announced: There was a huge increase in SoL then this fell away after deal was completed... However, the sp of both 1R and Perk didn't decline substantially.... (all SoL during Perk acquisition are pre-consolidation)... Nov 6.4m Dec 10.6m Jan 18.5m Feb 13.4m Mar 4.2m and that compares to the recent SoL, which are around 2-3 times Feb... June 7.5m July 14.4m Aug 17.7m 10-1 consolidation... Sept 2.87m (after 10-1 consolidation - so 28.7m pre-consolidation) Oct 3.05m https://www.euroclear.com/en.html

BMAC, oh yes, I forgot you already know where and what 1R and the industry are doing... but simply forgot to post about it when you mentioned the comments from 1R... it's ok, I was only reminding you.... btw, as you're knowledgeable why do you say they were in negotiation to buy DATAZU... That's news to me...;-)