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With Radium attempting to strike doubt in the hearts of TLY investors I figured I’d pop over here and check out TRMR considering it’s the only other security he appears to post on this BB.
I’ve got to admit you guys have had an impressive run here. Any other tips you could share pre mega run that I could look into?
dynaheir
"I’ve got to admit you guys have had an impressive run here"
Most of them have been here before and have reached the same eq sp rthm was 4 yrs ago. Some were here when, as blnx, the eq sp reached £28.
So quite a few have just about broken even or still at a loss.
Their gripe is that I warned about the industry challenges in 2017-18, when the rthm(now trmr) eq sp was 580p. They decided to hold on but blame me, the messenger, for the sp crashing from 580p to around 100p, yet it was the company who issued the profit warning - see their comments below.
Trmr have announced a $30m loss for H1, $22m debt provision and the CEO sold 700k shares recently(Dec).
I post the company/industry newsflow.
The sp has risen on the back of the US ad tech bubble.
Previous spikes on bullish comments, followed by sp crashing based on EVENTS:
*******************************************************************************
Rthm(ex blnx) now merged with trmr.
In 2013-14, the blnx sp quadrupled, from eq 760p to £28 on back of bullish comments, video is everything etc and then crashed 60% on the back of EVENTS.
In 2016-17, previous US Election, rthm eq sp tripled from eq 188p to 589p on bullish comments before crashing due to EVENTS/industry challenges.
Company statements:
**********************
In Apr 2019, rthm merged with trmr.
Just few months later:
The profit warning from the company themselves, is there in black and white - AS EXPECTED.
" This coupled with the weakness in the Performance division year on year means that the Board believe the Company will be marginally behind full year expectations on profitability for 2019. "
The closing of rthm's operations - rthm operations not so good then? - AS EXPECTED
"Several of RhythmOne's products have been discontinued alongside its demand-side platform ("DSP"). The development of RhythmOne's data management platform ("DMP) has also been taken in-house. This initiative created an operational challenge for management, however they believe the decision will markedly benefit the company in the medium-term. The reduced development, maintenance and data centre costs form part of the wider initiative to streamline the Company's operations."
Industry Challenges continues to affect trmr - AS EXPECTED
"The performance-based division has continued to be impacted in 2019 by the well-documented headwinds which have affected both topline revenue and profitability. "
https://www.investegate.co.uk/tremor-international--trmr-/rns/interim-results/201909240700083776N/
The trick of the trade is getting a good price… did you not re-enter when sentiment switched direction given the apparent potential expressed in the mammoth stock price appreciation?
The poor old sod prefers to sink back.
Never looking on the bright side.
Down he goes, to the bottom of his pond.
Dynaheir - yes we’re on a great run. Ignore STT1 or The Village Idiot as he’s known on here. Regurgitating tripe over and over again from the past - he’s a very bitter man. Especially given the rise over the last few months. We all find his desperation rather quite amusing.
Well, at least he's posting useful statements you use or refute. (I'm not a holder here btw)
For example, CEO's in a large businesses with a large market cap selling doesn't mean a lot... they typically get their shares for free as part of a remuneration package. Profit warnings however are very concerning and it's important to have a strong opinion on the future outlook of the sector and how the company activities fit that outlook.
Whatever happens, I wish you all the best with Tremor... may the bull run continue ;)
dynaheir, The only reason Radium posts on the other board, Is the tit comes on this board to disrupt, it, he has a n agenda, full stop. It has said it has shares in the other share, so Radium1 is just getting his own back for the disruptive tone of him many inane ramblings.
I for one filtered it years ago, as I was sick of his utter garbage, designed to cause carnage.
I have no ill will to any other shareholders or posters, but you reap what you sow, and what comes around goes around.
Dynaheir, you've probably got the right attitiude. Read what stt1 writes and do your own research. Make up your own mind.
But 'unfortunately' stt1 has burnt his bridges with a lot of investors on here, because he posts continuously & repetitively (over many years) the same negative stories & innuendo. So much so that he missed the investment 'opportunity' in TRMR and the recent increase in the SP.
Too much negativity can be a 'negative'!!
Dynaheir, you've probably got the right attitiude. Read what stt1 writes and do your own research. Make up your own mind.
But 'unfortunately' stt1 has burnt his bridges with a lot of investors on here, because he posts continuously & repetitively (over many years) the same negative stories & innuendo. So much so that he missed the investment 'opportunity' in TRMR and the recent increase in the SP.
Too much negativity can be a 'negative'!!
dynaheir
"he's posting useful statements you use or refute."
Absolutely, post the bull/bear points and let readers decide for themselves. It's their money.
Counter the bear points and the bull case becomes stronger. Likewise, counter the bull case and the bear case becomes stronger.
The main bull case posted here is that I should be ignored, ie ignore the company figures, the company statements, the industry challenges. The other bull case is a 'read across' from US 'Peers' like Magnite are valued at higher multiples of revenue than Trmr!!
Several posters have been here for years and were holding blnx(now rthm, merged with Trmr) when the eq sp surged to £28 in 2014 on bullish comments and rthm eq sp 580p 4 yrs ago. On each occassion the sp fell based on events.
They like to quote the sp going up but get forgetful when it crashes.
Bull case: Magnite sp is going up:
Well look at Magnite, they were formed with the merger of Telaria and Rubicon.
Now Telaria was part of Trmr(when it was TAP). They demerged from trmr and joined forces with Rubicon, citing perceived conflict of interest as their reason. Trmr merged with rthm to continue to operate a full stack(both sides of the ad tech model).
So the bull case is a 'read across' from a company which demerged from trmr and merged with a competitor!! They operate a different model.
Telaria demerged from Trmr:
Telaria (Magnite) reasons for demerging from Trmr(Tap).. perceived conflict of interest
"Clients were also uneasy with Tremor servicing both the buy- and sell-sides."
"There's always been a little bit of friction because we were selling agencies and advertisers different products while we were representing publishers," Zagorski said. "And the people who plug into that sell-side platform would always be somewhat hesitant to commit to it in a huge way because we had that perceived conflict."
https://adexchanger.com/digital-tv/tremor-video-sells-demand-side-business-taptica-50m/
"CEO's in a large businesses with a large market cap selling doesn't mean a lot."
Using the same company, Magnite, which is used as a bull point when the sp is rising.
Magnite's CEO sold $1.7m shares a week Tuesday ago when the sp was $61.
The sp closed down yesterday at $44.
So since the CEO sold her shares, the sp has fallen 27%!!
https://simplywall.st/stocks/us/retail/nasdaq-mgni/magnite/news/this-insider-has-just-sold-shares-in-magnite-inc-nasdaqmgni