Member Info for stt1

BMAC, Good to see 1R, as well as many others, FOLLOWING Google advice with the ads.txt initiative.... thanks to Google, "between Mid-Sept and end Oct" there was a significant jump in the number adopting ads.txt... What do you think would have the consequences of not following Google's advice were - oh Google's DBM will only buy inventory from sources identified within ads.txt...so loss of potential income... ;-) So did they adopt ads.txt because they had to or because they wanted to? Nevertheless, it's good to see 1R trying to address those industry challenges... From 1R: "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 Article on Google and ads.txt: It can be good to have a big stick�: Thanks to Google, ads.txt is taking off "But between mid-September and the end of October, that number jumped to 44 percent, according to data from Ad Ops Insider publisher Ben Kneen. The time frame of the uptick in adoption overlaps with Google�s recent announcements that several of its most popular ad products will begin filtering for ads.txt. It also underscores just how much sway Google holds over publishers." https://digiday.com/media/can-good-big-stick-thanks-google-ads-txt-taking-off/ Consequences of not adopting ads.txt "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

Lindoser, The SoL come from Euroclear... you have to register but it's free ... July's 14m to Sept 28m is a big increase July 14.4m Aug 17.7m Sept 2.87m (after 10-1 consolidation - so 28.7m pre-consolidation) Oct 3.05m Oct's 3.05m SoL represents around 6% of shares issued.. https://www.euroclear.com/en.html

The big increase in Shares on Loan does suggest arb.. Who's lending out the shares and making a fee for themselves? When 1R bought Perk, there was also an increase in SoL... However, the sp for both companies did not collapse... 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... 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

DSPs are under pressure to adopt ads.txt https://digiday.com/marketing/dsps-pressure-adopt-ads-txt/

Following on from Rubicon's decision to reduce fees, AppNexus reaction: AppNexus CEO Brian O'Kelley On Waging A Price War https://adexchanger.com/platforms/appnexus-ceo-brian-okelley-waging-price-war/amp/

112233, why is it bad press for just Vocare? NHS111 staff, regardless of which company controls the centre, don't make up the questions, do they? Whether an ambulance is required depends on the answers... The same goes for 999 operators, doesn't it? What do you think of the 30,000 unnecessary 999 calls, just for Welsh 999, costing millions. Should the 999 service be scrapped? Only 3 of those required hospital treatment.... Don't you think if they contacted NHS111 or attended a walk in centre, valuable 999 resources could be used for real emergencies???? . Patient's MINDSET needs to change, having a toothache doesn't require an ambulance... rooting out (pun intended) these time and money wasters by changing patient's mindset is the way forward.... Ambulance service received 30,000 'unnecessary' calls last year for minor illnesses like toothache, sore throats, coughs and colds "Deputy Health Minister Vaughan Gething said unnecessary 999 calls to the Welsh Ambulance Service are diverting resources away from the most life-threatening incidents" "In the past 12 months, more than 31,000 non-urgent calls were made for an emergency ambulance, with only three of these resulting in a patient being admitted for hospital treatment. Nearly half of these calls did not require an emergency ambulance at all." http://www.walesonline.co.uk/news/health/ambulance-service-received-30000-unnecessary-8299888

Rubicon Got Rid Of its Buy-Side Fees � But Who Else Is Charging Them? "RHYTHMONE (INCLUDING YUME) Does it charge buy-side fees or other nontransparent fees: No response. " https://adexchanger.com/platforms/rubicon-got-rid-buy-side-fees-else-charging/

Graham, good find... The Kings Fund is also worth reading for independent views.. https://www.kingsfund.org.uk/

I previously posted that maybe they would probably need a $25m loan.. and they have got a facility for that amount... The amount they might receive from Yume appears be higher than the min. $32m required... plus they are 'expecting' to receive a bit extra during this qtr.. Given their past history of declining cash, is $25m revolving loan facility enough? "RTHMRE: R.N.S17 Oct '17 1gw, I'm not so sure... But I'm glad you realised I was referring to the bridging loan, which I was aware of (BDC)... Let's put it another way: Current cash: $37m Yume acquisition, cash element: $60m cash Bridging Loan: Maybe $25m??? (unless someone knows exactly what they're applying for) Expected to receive from Yume: min. $32m.. Payback Loan, so after acquisition, leaves: approx $7m (assuming loan is $25m).. So, my question, will they have to raise more cash? will it be enough? To pay back loan, I think, yes but a lot relies on them being cash generating over the next few months and that can't be guaranteed. .. They may expect to be but history shows that everytime over the past 3 yrs, there's been declining cash.... Maybe the condition to have a min $32m was to ensure the loan is covered..."

Note the important changes to CCG tendering.... integrated care... "New guidance this year for the commissioning of integrated urgent care services by the NHS will make them even more important. At present, the clinical commissioning groups (CCGs) that award contracts for the NHS can put out to tender each of the 111 helpline, urgent care and out-of hours GP services separately, which usually results in different providers for each service. Going forward, CCGs have to tender for Integrated Urgent Care Services and therefore a single organisation will be able to provide all three services. Vocare is one of only of a few companies currently approved for the entire range of urgent care, 111 and out-of-hours services. Added to its presence in most of the NHS�s operating regions, this presents a �massive opportunity� for Totally."

Note: "Leadership and inadequate processes and systems were at the root but Vocare�s clinical care was rated �good� by the CQC, she points out." "And rather like the NHS, Vocare has had problems. Improvements underway In three areas the Care Quality Commission (CQC), the regulator of care services in the UK, recently marked its service inadequate while in two others there was a recommendation that improvement was needed. A red flag? Not according to Wendy Lawrence, Totally�s chief executive, who believes the CQC reports helped its own due diligence. �The CQC audits are very detailed. There should be no more surprises as it has gone over everything,� she told Proactive. Totally was not in charge when the problems occurred (it completed the acquisition two weeks ago) and Lawrence says action has already been taken to improve performance. Leadership and inadequate processes and systems were at the root but Vocare�s clinical care was rated �good� by the CQC, she points out. �We have added to a solid clinical governance framework, both at managerial and director level, alongside experienced clinical managers who are used to working with CQC." http://www.proactiveinvestors.co.uk/companies/news/187023/totally-sees-a-win-for-shareholders-nhs-and-patients-from-vocare-acquisition-187023.html

any further with that link on Vocare?

Siri, Safari and Google Search: What does it mean for marketers? https://searchengineland.com/siri-safari-and-google-search-what-does-it-mean-for-marketers-285464

11223344, ONLY half ago you said " from what I have read the cqc reports have blamed the management on each report, not the Drs or nurses" Yet you can't the link, really? If you can't find the link, was it pure speculation on your part?

Pre-merger, I don't recall 1R ever stating that cash will fall close to $37m, so I'm not sure they are on track cash or revenue wise..... Can you provide a link? If their cash was on track then I doubt they would have needed $25m towards buying Yume.

Maybe $25m was the largest amount the bank would allow, given the current trading of 1R and Yume? Is it sufficient though?

"I am not responsible for other people�s actions but now you�re have pointed it out glad I have a fan!" Great fans think alike... He's created his profile on the same day as you, praised you and look you both even spelt Shroder's (Schroder) name wrong... You should send him your autograph.... ;-)

You'll also be happy to hear, like you, someone on adv ALSO created a new profile TODAY just to praise you.. Like you say, Alice in Wonderland... ;-) dagsteeth8 Nov '17 - 20:17 - 10693 of 10693 0 0 Have you seen the posts from the Grin Reaper on LSE. Seems to have called our both Schroder for being a total numpty for losing his nerve and has demonstrated by a bit of trickery that Sikh is full of the proverbial, who fell right into his trap. I had a good chuckle reading his posts.

As an US Attorney, I'm sure you wouldn't mind me asking... You posted " I would have to say Schroder has waived the white flag to the tune of stt and his pals short selling strategy. When the most ardent bull bails, the bottom has been reached. Well done STT." Just 1 question... Your profile was created TODAY and your 1st post 12.15 UK time, 7.15 NY time.. Are you based in the UK? Bit odd to come on just to attack a poster, isn't it? Or perhaps you had been reading all the posts over the past few months/years(in the case of Shroder) and suddenly felt the urge that you woke up to post at 7.15am NY time... ;-)

1gw, as you say... " actually some news (at least to me)" 1R Comscore was 4th last year...yet after results, the sp still fell, so it made no difference...Meeting expectations will make a difference... If they fail to meet consensus or cash continues to decline, do you seriously believe investors will say that it's ok because Comscore is looking great, really???