1/ Mentioned #OMIP recently & pleased to read today’s broker update which assists my confirmation bias
https://abs.twimg.com/emoji/v2/... draggable="false" alt="😳" title="Flushed face" aria-label="Emoji: Flushed face"> It reiterates a buy rec & indicates FCF yield of 13.4% this year (over £1m FCF) @OneMediaiP has a m/cap £7.8m & I’m hopeful a H1 t/s materialises for the period to 30.04 ...
2/ In addition the following article provides an overview on music streaming & summarises the opportunity open for #OMIP to grow
Disclosure: I have built a decent sized position here & clearly talking my own book
https://abs.twimg.com/emoji/v2/... draggable="false" alt="😁" title="Grinning face with smiling eyes" aria-label="Emoji: Grinning face with smiling eyes">
https://www.growthcompany.co.uk/one-media-ip-seeks-further-catalogue-acquisitions-2593715/">https://www.growthcompany.co.uk/one-media... @ https://twitter.com/growthcompany
Disclosure: I have built a decent sized position here & clearly talking my own book
https://www.growthcompany.co.uk/one-media-ip-seeks-further-catalogue-acquisitions-2593715/">https://www.growthcompany.co.uk/one-media... @ https://twitter.com/growthcompany
3/ #OMIP confirmed an in-line t/u & declared a small interim dividend this morning
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇🏻" title="Down pointing backhand index (light skin tone)" aria-label="Emoji: Down pointing backhand index (light skin tone)">It’s the direction of travel that’s important here. This is the 1st dividend since 2016 confirming a strong cash generative model & growth of music streaming...with a lovely FCF yield of c.13%
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4/ Might as well keep this thread running on #OMIP
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Following last week’s t/u, CEO @MichaelInfante4 talks to @AndrewScottTV & confirms cash recurring model & confidence in FY20 https://www.proactiveinvestors.co.uk/companies/news/919419/one-media-ip-declares-interim-dividend-and-targets--steady-recurring-revenue-growth--919419.html">https://www.proactiveinvestors.co.uk/companies...
Following last week’s t/u, CEO @MichaelInfante4 talks to @AndrewScottTV & confirms cash recurring model & confidence in FY20 https://www.proactiveinvestors.co.uk/companies/news/919419/one-media-ip-declares-interim-dividend-and-targets--steady-recurring-revenue-growth--919419.html">https://www.proactiveinvestors.co.uk/companies...