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Taptica Int Ltd Share Chat (TAP)



Share Price: 387.50Bid: 380.00Ask: 395.00Change: 0.00 (0.00%)No Movement on Taptica Int Ltd
Spread: 15.00Spread as %: 3.95%Open: 387.50High: 387.50Low: 380.00Yesterday’s Close: 387.50


Share Discussion for Taptica Int Ltd


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deltrotter
Posts: 880
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:420.00
RE: AGM
5 Dec '17
Thanks to Glaws2 over on a d v f n:

2019 forecasts from Sharepad

Rev 297.6
PBT 32.7
EPS 40.4

A PE of 10.3
 
HFWizard
Posts: 402
Off Topic
Opinion:No Opinion
Price:417.50
RE: AGM
5 Dec '17
Thanks Del. Very useful and much appreciated. Do you know by chance where we may be able to get hold of management or market expectations? It's always a challenge with AIM companies!
deltrotter
Posts: 880
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:417.50
RE: AGM
4 Dec '17
Thanks to 100L over on a d v f n:

Hi all

Some brief feedback on AGM. There were 3 shareholders present.

Was very impressed with Tim Weller (chairman) and the non-execs. They have a good balance of complementary skills. NB Hagai(CEO) was in New York so not available but Yaniv (CFO) was present.

Tremor integration is going very well. It is clear that in time Tremor should make good double digit net margins. Big opportunity reducing user data costs by using Taptica data and also co was previously not run commercially ... so lots of overheads savings. My impression is integration will largely be done by H2 next year.

Tremor also gives them sales synergies as it will allow the group to bid on mandates with broader customer requirements. Currently tremor is 95% US sales .. so opportunity to take it to other geographies.

There is seasonality to the main Taptica business of around 40% to 45% in H1 versus 60% to 55% in H2. Got the impression that current trading is strong. All they would say is they are comfortable with market expectations. Personally I wouldn't be surprised if they exceeded expectations. There will be a trading update in January.

Chairman can see a few more years of strong growth for Taptica before market starts to mature. Chairman was also effusive about the positive commercial culture the CEO has created in the company.

Chairman and the non-execs took on board the point that they could improve investor relations particularly with respect to retail investors (including holding AGM at later time). I referenced the example of XLM (a fellow Israeli company) and how they have managed to increase their rating.

In summary I was very reassured.
HFWizard
Posts: 402
Off Topic
Opinion:No Opinion
Price:417.50
AGM
4 Dec '17
Did anybody hear any news from the AGM? Some firms give light trading updates but I see TAP did not do that last year.
steello
Posts: 377
Off Topic
Opinion:No Opinion
Price:407.50
Deloitte tech fast 50
30 Nov '17
Taptica - We’re happy to share that Taptica has been recognized by Deloitte Israel as one of the country’s 50 fastest-growing technology companies of 2017!

The Deloitte Technology Fast 50 is one of Israel’s foremost technology award programs, honoring business growth, technological innovation, and entrepreneurial spirit among the companies with the strongest revenue growth year-over-year.
steello
Posts: 377
Off Topic
Opinion:No Opinion
Price:405.00
RE: Name change ?
29 Nov '17
Sorry, I’m wrong.
steello
Posts: 377
Off Topic
Opinion:No Opinion
Price:405.00
Tremor instagram post
29 Nov '17
Tremorvideodsp - ‘something big is coming’.
Posted 5 hours ago.
steello
Posts: 377
Off Topic
Opinion:No Opinion
Price:405.00
Name change ?
29 Nov '17
Tremor Video Rebrands as Telaria, a Leading Independent Sell-Side Software Platform Focused on Video Everywhere
Will Trade as NYSE: TLRA on September 26, 2017
Herbie1
Posts: 382
Off Topic
Opinion:No Opinion
Price:422.50
RE: Xlm up 10% today
22 Nov '17
Up 10% today so yes, can't see any other reason.
BadAdvice
Posts: 79
Off Topic
Opinion:No Opinion
Price:395.00
Xlm up 10% today
21 Nov '17
I wonder if TAP will benefit too




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