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Can anyone offer any realistic predictions for H1?
R1 booked 76 million I recall in Q1 last, which corresponds to Q2 this year. Last they had a poor Q4 which corresponds to Q1 this year. And that’s the ‘old’ accounting methods which were supposedly aggressive, and it seems revenue may have shrunk further this year anyway judging by the lack of clarity. Therefore I would be surprised at more than 100 million they contribute, but realistically we can guesstimate at least 80 million I reckon based on more conservative accounting.
Taptica made 144 million last year and Tremor appears to be growing, but performance marketing shrinking. So perhaps overall earnings would be flat.
As such we can expect revenue of at least 200 million, which would put us on track for broker predictions. But that’s very conservative. Anything more would be a very positive sign indeed, and something like 220-230 million would be considered a sign of strength, which I think there is a good chance for.
He always pivots away from direct questions. Classic hallmark of a thoroughly dishonest individual.
Whilst Stt1 spends many hours a day showing concern about TAP share price ( where he claims he doesn’t have any interest), he seems very relaxed and uncaring about his TLY holding that has plunged to less than 10% of its value !!
The following post is what he recently told another poster on the TLY BB.
14/5/2019
14:50 "I'm cool about my holding and the share price movements don't bother me as I'm not trading.. Just clarifying your complete lack of understanding about what TLY do..."
So it’s a disaster for TAP to experience SP weakness but in his view NOT a problem for his TLY held shares to crash !!
With such duplicity one has to beg the question regarding his REAL motives and agenda here.
Eddie
Not sure why Taptica’s share price is of any concern to you stt as you claim to have no financial interest in this share.
Weirdly you spend a significant proportion of your life posting on this and other Taptica boards.. Sad...
1gw/Brassneck/Tricky,
"If nothing else, arriving at the AGM with a share price at or above that of the Tal placing might help the mood..."
I would have thought a sp at or above the price the merger was agreed or completed at would have helped the mood.. How would a sp languishing around the deeply discounted price of 140p and about 1/3 below the merger price help the mood?..
Repurchase volumes must depend on the trading behaviour of Finncap, how it sets orders (on what basis) and the availability of shares that satisfy those conditions.
Liquidity issues are complex and not necessarily relevant.
Impossible to speculate without knowing the mechanism behind buybacks from Finncap.
Finncap could be buying at a price of 147 at the present time (105% of average price for last five days) but they aren't.
Comes down to whether you want to try to push the price up or take out as many shares as possible at a low price. I would prefer the former, but the way they have been buying indicates they are doing the latter.
The buyback is now in the hands of Finncap, not Taptica.
Shares bought must not affect the sp too much or the buyback will exceed the price band limits as set out.
Simple as that.
Aware of the terms Rusty but think you may be missing the point.
Have a good weekend
n addition, the Company announces that it has approved a share buyback programme of ordinary shares of NIS0.01 in the capital of the Company ("Ordinary Shares") for an aggregate purchase price of up to US$15 million (the "Buyback Programme"). The Buyback Programme forms part of the Group's broader strategy to deliver shareholder value.
The Buyback Programme will be independently managed by finnCap Ltd, the Company's broker, which will make trading decisions independently and without the influence of the Company. The Buyback Programme is in accordance with the terms of the Company's authority to make market purchases of its own Ordinary Shares (the "Authority") and will be conducted within certain parameters.
The Buyback Programme will be effected in accordance with the Authority in that the maximum price paid per Ordinary Share is to be no more than 105 per cent. of the average middle market closing price of an Ordinary Share for the five business days preceding the date of purchase. The Buyback Programme will commence today and will continue until 30 September 2019.
1qg. They can only buy back shares within a certain price band based on I believe the last 28 days. So as price has risen a bit, this might stop them buying until price gets within their average again.
£117k buy
Someone loading, and as ever the SP seems to be held back
I agree on the buyback front. I think whilst the SP remains at £1.40 they are keeping their powder dry.
Will require a positive trading update to get the SP climbing. June awaits...
200p would help the mood too 1gw!! Have a great weekend
Just on the evidence of the last 3 days it does look a bit as though they've been working with a cap of 140p on the buyback purchases. I wonder if they are trying to establish that level as a firm floor ahead of the AGM and want to retain ammunition to buy more heavily should that level be challenged again?
If nothing else, arriving at the AGM with a share price at or above that of the Tal placing might help the mood...
Yesterday Tap bought back only 31,887 and the day before just 7,153 shares.
As Tap have plenty of cash available then presumably the availability of shares is poor - within the price band stipulated, at least.
Kong, they have funds to buy 50k shares each day until 13th June at least
Treasury shares still have value and are listed on the company's balance sheet.
They can always be sold to raise cash, at a later date, if needed or used for employee share schemes, if applicable.
No dividend is paid on them whilst still in treasury..
The stated (post R1 merger) intention was to buy USD15 million worth of shares.
Nice post Brassneck , some quality information. Just a little snippet from the reading.
About Tremor Video DSP
Tremor Video DSP helps advertisers deliver impactful brand stories across all screens through the power of creative video intelligence—innovative video technology combined with advanced audience data and captivating creative. With Taptica’s acquisition of RhythmOne, Tremor Video DSP has become one of the largest and most innovative video advertising companies in North America, with expanded offerings in CTV, influencer marketing, and private
marketplaces. Tremor Video DSP is a Taptica Company.
Not bad for a little company such as Tap or Gold Tap with lots of cream on Top /TAP.
Seems the business hasn't collapsed yet!
https://www.globenewswire.com/news-release/2019/05/23/1841591/0/en/Tremor-Video-DSP-Expands-Premium-Supply-Formats-with-Outstream-and-Digital-Out-of-Home-Video.html
only 7153 shares bought back today, if they're that skint ill lend them a couple of bob.
Appointment as non exec Director should lend some credibility to Tap-he would not have joined if he thought Ta was doomed
I hope these folks are doing their research regarding the large buys as certain individuals think this is a dead loss .
Sorry the certain individual don't think Tap is a dead loss but get some sort of sick kick out of posting that..
Come on Tap give us a clue.
In the mean time, another 150,000 shares bought right at the end of the session
The latest post fro stt1 , Off topic nothing to do with Tap , Non - Constructive , Potentially Defamatory , Disruptive and not Tap related.
Hiding behind Industry Articles that are not Tap related..
Close to 25,000 posts of the same nature , for how much longer do we need to put up with this.
Rules and all that. Would you remove this post and issue a red card.
Who checks my homework.