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Taptica Int Ltd Share Chat (TAP)



Share Price: 345.00Bid: 340.00Ask: 350.00Change: 0.00 (0.00%)No Movement on Taptica Int Ltd
Spread: 10.00Spread as %: 2.94%Open: 340.00High: 345.00Low: 345.00Yesterday’s Close: 345.00


Share Discussion for Taptica Int Ltd


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BadAdvice
Posts: 97
Opinion:No Opinion
Price:332.50
Podcast
4 Jul '18
[Odd Lots] The Internet Is Secretly Powered By Billions Of Tiny Auctions
http://podplayer.net/#/?id=52384089 via @PodcastAddict
 
MB60
Posts: 81
Opinion:No Opinion
Price:341.50
Going to market (latest news)
21 Jun '18
At first I thought sounds like just another fishing trip

But would you go to market if what you have is not worth selling !!

ref http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/TAP/13687836.html
MB60
Posts: 81
Opinion:No Opinion
Price:348.00
RE: Berenberg raise target to 640p
20 Jun '18
yes interesting, but still that 400p level is still a tricky one to reach

My guess is an announcement (rather than a mention) of an acquisition will get the SP way higher than it is now

meantime I thought this was an interesting read from June 8th

http://www.proactiveinvestors.co.uk/companies/news/197730/britain-is-no-longer-the-workshop-of-the-world-but-don-t-sleep-on-londons-technology-shares-197730.html
rivaldo
Posts: 5,413
Opinion:Strong Buy
Price:325.00
Berenberg raise target to 640p
19 Jun '18
Terrific news, dispelling any doubts.

TAP must be pretty confident to feel able to state already - only six months into the year - that they will be moderately ahead of expectations. Hopefully this is a relatively prudent update which sets the stage for even better news later in the year.

The hint about further acquisitions is good to see too.

Hopefully some of the gloss here will rub off on XLM!

Commentary from Berenberg today, increasing their forecasts and target to 640p:

"Taptica shares deserve to move higher from their "current depressed level" in the wake of the advertising technology company's third profit upgrade of the year, says Berenberg. The latest update confirms that Facebook's data-privacy issues haven't affected Taptica's business model, the brokerage says. "Should the current momentum continue throughout the remainder of the year, we believe further upgrades are likely. We increase our 2018-19 Ebitda estimates by 3.7% and price target to 640p," says Berenberg, which maintains a buy rating on the stock. Shares are up 13% at 312.50 pence."
BigJJ
Posts: 2
Opinion:No Opinion
Price:322.50
RE: Trading update
19 Jun '18
Trading Update:

Company expects to report EBITDA moderately ahead of market expectations for FY 2018

Now where can we find the market expectations for 2018 - it would be nice to know so we can convert words into numbers,
ColinL1
Posts: 8
Premium Chat Member
Opinion:No Opinion
Price:312.50
RE: rivaldo
19 Jun '18
think penny share change of name to allow spin offs of various sectors - existing subscriptions will cover tech and then additional subscriptions will follow. More the better - its a great source .
HFWizard
Posts: 407
Opinion:No Opinion
Price:300.00
Trading update
19 Jun '18
Strong trading update out today. I have been expecting this since that Q&A type paper came out that was meant to distance TAP from the GDPR regulation that came in. Underlying business has not changed at all. It’s still churning away and tricking along. I am glad to see the Asia region specifically called out. Growth there could be huge. Having travelled their (Japan and China) in MArch this year I can see phones are an obsession. More so than in the UK. When I came back I wanted to buy more TAP as they are pushing Asia a lot. I bet they continue on this path of increased revenues and profits, the boost to margins most welcome too!
legobrickgirl
Posts: 4,677
Opinion:No Opinion
Price:280.00
RE: Short Position
11 Jun '18
With the most recent short buy, they must be expecting the sp to break down through the support.
Am I correct where the decline started with bod sell and then shorts? Looking at last results the financials look a bit weird in regards of EBITDA has improved by 8.5m yet the profits have decreased by 2.7m.

The decline in profits would not of helped the share price, but the depreciation & amortisation has increased a lot since last year. With the asset value also increasing by just over double I would expect the depreciation & amortisation to increase but it still seems rather high.
deltrotter
Posts: 943
Premium Chat Member
Opinion:No Opinion
Price:280.00
RE: Short Position
11 Jun '18
Yup - one big short. An israeli insti buying at the same time....
legobrickgirl
Posts: 4,677
Opinion:No Opinion
Price:280.00
RE: Short Position
11 Jun '18
Ignore that. Just reread broker ratings news and I have misread. The broker targets are good, being at the 600p area.
So, its just the shorts that is the problem.
deltrotter
Posts: 943
Premium Chat Member
Opinion:No Opinion
Price:277.50
RE: Short Position
11 Jun '18
What broker targets are you looking at?
legobrickgirl
Posts: 4,677
Opinion:No Opinion
Price:277.50
RE: Short Position
11 Jun '18
Where this company is doing well with good last results it is still in a decline started from the BOD sell last year at 450p which imo has prompted the short selling.
I am interested in buying in but not while shorts are being increased. The more recent broker targets are also only around the 300p mark so they are not expecting too much.
Technically, the SP has now bounced of support 3x. The more support gets hit, the weaker it becomes. If it breaks there is only minor support at 223 and then 160.
On my watch list now. Will watch how the short positions go and see if a bargain entry point comes around.
zooter
Posts: 77
Opinion:Strong Buy
Price:280.00
Short Position
11 Jun '18
Old Mutual Global Investors (UK) Ltd have gradually been increasing their short position, which stands at 1.74% as of 5th June. They have gradually increased their position since September 2017. No surprise then that the SP has been in decline. Difficult to call the bottom but currently at an attractive entry or top up level.
MB60
Posts: 81
Opinion:No Opinion
Price:300.00
RE: Excellent RNS: moving up nicely
6 Jun '18
More big buys Monday and Tuesday ...some of those buys might be shorts buying back in ref https://shorttracker.co.uk/company/IL0011320343/

the fundamentals are very good and on the technical/chart side you can see the pressure building up ready for(hopefully) an up swing .... (just my opinion, the SP over the past few days seems to have locked itself on to the 20 day MA hence the slight drop in SP, but with the recent positive volume something has to give pretty soon either today or tomorrow)

you can play with the technical stuff here https://uk.tradingview.com/chart/E1FGpVoR/
doze
Posts: 3,473
Opinion:No Opinion
Price:300.00
rivaldo
4 Jun '18
You may not subscribe but the Penny Share Letter has become Technology Profits Confidential. Brash US mucking around unnecessarily don't you think. So much history attached to the Penny Share title ditched for a myopic one
MB60
Posts: 81
Opinion:No Opinion
Price:300.00
RE: Excellent RNS: moving up nicely
2 Jun '18
Wow first time i have seen that RSN ....it never appeared under TAP page via the London Stock Exchange web site http://www.londonstockexchange.com/exchange/prices-and-markets/stocks/exchange-insight/company-news.html?fourWayKey=IL0011320343GBGBXASQ1 if i missed it maybe others did to!!

But yes seems the SP might go up a wee bit this week (a few large buys on Friday)
rivaldo
Posts: 5,413
Opinion:Strong Buy
Price:306.00
Excellent RNS: moving up nicely
17 May '18
Good to see management being so proactive and addressing all the issues which have been brought up, in pretty convincing style:

https://www.investegate.co.uk/taptica-int--ltd--tap-/rns/q-a-with-chief-executive-officer/201805170700103524O/

And to say:

"As a result, we are confident of delivering solid year-on-year growth for 2018 in line with market expectations"

so early in the year suggests they must be extremely confident.

Over �2m of shares have already been traded today. Hopefully this is one of those situations where once a seller or sellers are out, the share price reacts particularly quickly upwards and can increase say 40%-50% in a matter of weeks.
MB60
Posts: 81
Opinion:No Opinion
Price:310.00
RE: just brought
3 May '18
I still think it was either a single/few trader/s dumping shares to buy back at a cheaper price,

The more interesting news on data is GDPR ... I wonder if Taptica are going to announce that they are or will be GDPR compliant

ref https://www.forbes.com/sites/oliversmith/2018/05/02/the-gdpr-racket-whos-making-money-from-this-9bn-business-shakedown/#55acac2e34a2
Djinn100
Posts: 6
Opinion:No Opinion
Price:305.00
RE: just brought
3 May '18
Share price down today. Is this because people perceive Taptica gets it's information in the same way as Cambridge Analytics
MB60
Posts: 81
Opinion:No Opinion
Price:307.50
just brought
3 May '18
just brought 500 at 304.9 my guess is this will come up as a sell

Me thinks those pesky shorters are out to play today, my reason for buying is, my guess is we are due some sort of update soon
Qd22
Posts: 327
Opinion:Strong Buy
Price:295.00
RE: TAP Bouncing nicely
25 Apr '18
I’m diarising a good look at this late June early July, when we should get some figures and a trading update. Until then I wonder if it will wander around in the wilderness.
SATQ99
Posts: 5
Opinion:No Opinion
Price:305.00
TAP Bouncing nicely
24 Apr '18
Seems to have bounced off its recent lows? Anyone concur? DYOR
Oldgimmer
Posts: 497
Opinion:No Opinion
Price:287.00
RE: shorting...
19 Apr '18
1.4% of stock shorted up 0.2% since the beginning of the year. I dont think thats eneogh to cause this drop. Do you?
ColinL1
Posts: 8
Premium Chat Member
Opinion:No Opinion
Price:305.00
price drop
13 Apr '18
I thought I'd read that TAP had said the FB issues are not relevant and will not affect/ alter the TAP business model?
Also, has the market mis understood the rapid 3 year write down of the Japanese aquisition - goodwill is treated differently and does not necessarily mean that its anticipated productive use is only 3 years ?

Anyone?
Chickenlicken1
Posts: 69
Opinion:No Opinion
Price:305.00
RE: Price fall
10 Apr '18
Not sure that it’s down to shorting. Issues with Facebook and Google happened post the results and nothing has actually happened to alter their bus models and by extension Taptica’s. Market justifiably discounting increased risk of regulation that may or may not materialise.




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