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Hey Tricky,
I didn't see your post before I posted pretty much the same sentiment.
Dude is posting sheet from almost 20 months ago, as if this is a static market.
I fail to see the point.
STT, I really don't care to get into it with you because I don't give a sheeet what you write, what you think, or how you feel.
So why do I feel compelled to write now? Beats me.
This is old news. You need to wake up. TRMR is a different company than the POS blinkx / RythmOne you used to rail about, often correctly.
stt1 refuses to wake up and smell the coffee
His link refers to November 2018
What is he on?
Safi
"why RUBI has a higher market cap...it has a track record of proven organic growth with proven tech proposition"
Rubicon, Telaria and The Trade Desk have been at the forefront to tackle industry challenges within ad tech, eg transparency. Give what the industry wants and the returns speak for themselves.
3 Ad-Tech Stories You Need to Know This Week
- The Trade Desk continues to profit from its point of differentiation
- Rubicon Project is still smarting from dropping its buy-side fees
- Telaria continues its sell-side turnaround journey
https://www.adweek.com/programmatic/3-ad-tech-stories-you-need-to-know-this-week-4/
I thought stt1 was a rat's ass!
Speaking of RUBI, they just rebranded, changing their name. What a totally stupid move, not to mention it costs Money.
Agreed
I think the know why RUBI has a higher market cap...it has a track record of proven organic growth with proven tech proposition, so we can be confident it will continue to grow
The jury on tremor is still out, although to those closely following it’s clear the company is also growing. The penny hasnt dropped for the market yet though
FY21 will be the year of jam...and I expect a huge rise 12 months from now...500+ if next years H1 revenues beats Finncaps estimates
Oops...meant "or 7X" below.
Taken on a comp of EV/Revenue, that's what I come up with (7X for that metric).
I don't give a rat's ass what STT says. I'd check in from time to time over the past few years and I thought to myself he was correct about a lot of things when we were blinkx, or RythmOne, or whatever that POS company was called. But we're no longer that company.
He needs to realize that. My bet is he does within the next year, give or take.
Hey Safi, I neglected to mention I was referring to your value of TRMR at twice its current level to equate to RUBI.
Way too low in my opinion, and I own a boatload more RUBI than I own TRMR.
Try 5, 6, of 7X.
My opinion, of course, is worth exactly what you paid.
Also, RUBI went on the NASDAQ from the NYSE earlier this month (9 June).
I own what is for me a boatload of RUBI.
A 50:50 merger would be totally unfair to TRMR. TRMR is worth an eff of a lot more than that if you put them side by side, which is why I am back in for more TRMR. I am still scratching my head about why this company has such a low valuation.
The fact that the stock is not very liquid to US investors, trades on the AIM, and nobody knows about it might be a few reasons. I don't expect that to last long.
With COVID expected to accelerate consolidation in the ad tech sector, I’m sure Tremor are out on the prowl
Rubicon project is valued almost triple this company, and yet H1 forecasts are below 90million. They are the largest independent SSP thanks to recent merger with telaria.
And yet they are valued triple that of Tremor video....despite facing similar falls in revenue in H2
I can’t help but feel it would be a merger made in heaven for Rubicon and Tremor to merge to make a full stack ad proposition that will be able to take on the big boys such as google and the trade desk. Telaria sold Tremor to Taptica in 2017 but it’s becoming increasingly clear that diversified full stack solutions with scale are necessarily to flourish in the post COVID era, so it would be reuniting the companies to some extent
Rubicon project is moving to a NASDAQ listing which I think is the way to go for Tremor to be valued fairly, and this would be a cost effective way to go about it
A 50:50 share merger would value tremor at approximately twice its current value