Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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...here we go again another scaremongering post!
Netflix - nothing to do with agency programmatic advertising and yes it is down as Walt Disney has had a surge in subscribers.
The other article goes w/o saying that it was carefully picked to de-ramp the fact that Tremor is actually doing well! Oh well here is another one for you read
https://research.g2.com/insights/2020-trends/martech-adtech-trends-2020
Needless to say that he could not comment on the fact that Tremor S/P has increase by 124 % since the CEO sold! Of course you have the broken record of Magnite that has increased its S/P from 6 to 60 USD in the space of 6 months! Which Fo o l would have not sold some shares at any point including the CEO ...and even today at 35 dollars that is a ROI of 500%. Now for your beautiful eagle eye: Magnite valuation is 4.17 Billions with a revenue of 156 M. Tremor is worth >1 B with a revenue >of 350 M. Of course all of that is a nonsense to you because there is a bubble in your brain.
Bru
"Ad tech bubble bursting!"
A New Tech Bubble Is Poised to Pop, Warns Bernstein
https://www.ai-cio.com/news/new-tech-bubble-poised-pop-warns-bernstein/
Netflix shares plunge amid fears coronavirus boom is over
https://www.bbc.co.uk/news/business-56826190
"Magnite is now around $35, down around 40% since Feb, when the CEO sold $1.7m shares"
Tremor is now around 700p up to 124% since the CEO sold his £ 700 k shares.
Ad tech bubble bursting! No just your bubble right now.
For any new posters on this board, I’d just like to bring to your attention that a certain poster has held a vendetta against Tremor and its previous forms for over 10 years. His current patterns of post will follow the same basic format:
1. Constantly state his view that the ad-tech bubble will burst.
2. Use data from the past from the businesses Tremor have acquired and are no longer relevant to the business in its current shape.
3. Ask posters if they are prepared to load up at £x price (none of his business)
4. State that the CEO sold 1/3 of his share
5. “Despite the US elections....”
6. Use cut and paste articles from the past to try to support this diatribe.
7. Try to profess that posters should consider both Bull and Bear posts (even though he hasn’t made one Bull post on Tremor, and it’s previous guises in over 10 years)
https://finance.yahoo.com/news/acuityads-announces-integration-amazon-publisher-123000751.html
I buy PERI on the Nasdaq. I don't know why one would have trouble doing this. Perhaps it's because they're dual listed? (Also in Tel Aviv)
I get your drift, gdog, and one is tempted to have a finger in another pie!
I read somewhere that AT.TO have something going on with Amazon - do you have any info on this? ... and how would one go about investing in PERI ?
Meant "KPDm" below.
Win,
While the current price point of AT.TO is better (obviously) than it was a month ago, I feel PERI is by far the safer of the two, and much cheaper on a fundamental basis.
They both have responsible management, but Acuity is pretty directly taking on TTD, and those guys (TTD) have a ton of dough to fight back if Acuity's new interface begins to gain a lot of traction.
MGNI still expensive, but that doesn't mean they can't grow into their current and even the highest valuations the market assigned them, almost 2X where it now sits.
RPDm, yes, PST. Rural Willamette Valley, Oregon.
As I was reading your post, I was nodding my head in agreement. (We don't dare talk politics; no need to destroy a nice chat.) Your below paragraph about mgt. is very important in my book, especially when looking at disruptive technologies. They've got to be nimble; they need to admit their mistakes and change course when necessary...they need to be Gretzky: to skate to where the puck is going.
"For me, as a complimentary method to the traditional yardstick of fundamental analysis, the role of management’s business analysis as a measurement parameter is used to evaluate the success of a company and how this influences critical business decisions. Strategy is a very obvious determinant both in the magnitude and consistency of a company’s future earnings and the way it responds to change."
US Peers are all currently down. .....good entry point today for Acuityads, eh! I’m sure the dawg would agree.
US Peers are all currently down.
Magnite down 3%
Pubmatic down 9%
Magnite is now around $35, down around 40% since Feb, when the CEO sold $1.7m shares.
US Ad Tech bubble bursting?