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Bullboard - Stock Discussion Forum YANGAROO Inc YOOIF


Primary Symbol: V.YOO

YANGAROO Inc. is a Canada-based software company in media asset workflow and distribution solutions for the advertising, music, and awards industries. The Company provides advertising, entertainment and awards management software workflow solutions to customers across multiple geographic regions. The Company's patented Digital Media Distribution System is a secure, cloud-based business-to... see more

TSXV:YOO - Post Discussion

YANGAROO Inc > Acquisition news out this morning!
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Comment by HisNoodlinessTheFlyingSpaghettiMonster on May 21, 2021 8:12am
They delivered! I take back all my prior doubts hahahaha.  But now, we just gotta execute!
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Comment by HisNoodlinessTheFlyingSpaghettiMonster on May 21, 2021 8:19am
I'll be sure to watch the webcast this morning. Will try to post any further details.
Comment by Djudes on May 21, 2021 9:40am
Oof, look at DMS website. Looks like from the 90's  with 10's of different services and most fulfilled by humans and not tech. Will give them benefit of the doubt!
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Comment by HisNoodlinessTheFlyingSpaghettiMonster on May 21, 2021 9:47am
Theoretically, that's where the value and synergies lie. Long term, integrate customers to DMDS platform. The key will be customer retention...an important thing on that front will be retaining DMS execs who have key customer relationships.
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Comment by HisNoodlinessTheFlyingSpaghettiMonster on May 21, 2021 10:26am
Rough notes of conference call: 1) Will only pay full purchase price if revs reach pre-pandemic levels.  The payments over 3 years are based on revenue targets, as a percentage of 2019 revenue levels (6.3 mil USD).  Payouts will be on a sliding scale of $0, $500k, and $1 mil depending on which target is hit.  They not revs were hit hard by Covid, as DMS is a pure advertising play.& ...more  
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Comment by HisNoodlinessTheFlyingSpaghettiMonster on May 21, 2021 10:31am
Sorry for the typos folks, I believe I got the basics in there though.
Comment by tannin on May 21, 2021 12:35pm
Many thanks for rough notes on the conference call noodles.
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Comment by HisNoodlinessTheFlyingSpaghettiMonster on May 21, 2021 12:59pm
No problem tannin. To me, the 2 big questions here will be the following: 1) How much will DMS revs recover vs 2020 levels. 2) How many costs can be cut long term in the combined company, to create the best operating profit. At first glance, the takeout deal seems to have pretty good terms for YOO, where basically a full takeover price in 3 years would indicate a successful takeover story. The ...more  
Comment by NickMTL1978 on May 21, 2021 4:39pm
This DMS is not a public company. I would have liked to see their financial statements for the last 5 years. Its seems like a company that was not 100% in competition with YOO, so we talk about expanding the offering. As per other post form Noodle, the main goal is to cut on overheads. YOO keeps the president as their VP Digital Media Services (for now), but i guess they will have to cut on some ...more  
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Comment by HisNoodlinessTheFlyingSpaghettiMonster on May 21, 2021 4:44pm
Good Q&A with some interesting info on OTT ad delivery as well.  Link below: https://yangaroo.com/2021/05/21/a-qa-on-the-dms-acquisition/
Comment by lscfa on May 21, 2021 6:59pm
Doubles revenues. Will it more than double earnings?
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