The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Placing. ---tweet tweet tweet
Overhang. tweet tweet tweet
Court case tweet tweet tweet
I told you to get back in your cage?
Radium,
Ad tech expenditure has been growing for years.
Rthm(now trmr) were also offering CTV. They were also operating the full stack.
How did that work out?
rthm were also making losses for years.
https://www.rhythmone.com/news/rhythmone-expands-suite-of-smart-tv-impression-units-for-advanced-tv-advertising/
Sizmek
*******
Sizmek filed for Chapter 11 bankruptcy despite providing CTV and being Nasdaq listed.
https://digiday.com/media/tip-ice-berg-sizmek-saga-spells-trouble-ad-tech/
Placing.
Overhang.
Court case.
Best to trade.
2021 is expected to lay the foundation for a return to pre-pandemic spending levels in 2022, when we expect expenditure to reach US$619 billion. By 2025 Expenditure is forecast to reach $1 trillion. For the first time, digital will reach half of total advertising expenditure in 2021, powering overall growth at a rate of 10.1%. Of course, our resident Canute is predicting that Tremor won't get any of that.
The potential for our sector and Tremor is just enormous. Hang on in there. This will turn.
https://assets-eu-01.kc-usercontent.com/7bf8ef96-9447-0161-1923-3ac6929eb20f/e81fba48-540d-48b8-b793-d9785212525e/Adspend_Report_2021_2001_int.pdf
hTTps://en.globes.co.il/en/article-new-israelis-on-wall-street-yield-phenomenal-returns-1001375234
Concrete boots?
Yes, that works as well.
This shows the difference in attitude between the West Coat and the East Coast...USA...but you're in the UK. Hmmmm
I think it was clear when the IPO shares were at a reduced value that this wasn't going to go well. The demand just wasn't there from US investors.
Also not sure how people would not be slightly annoyed when this moment has been talked up for so long only for the share price to correct 20% and all the positive sentiment is wiped away. Could be a long road back. Hope i am wrong as I always like to see retail investors winning.
It is crystal clear to me, from the responses and attitudes of readers on this and the advfm bulletin board that our resident Canute is tolerated with a heavy heart and a sense of unavoidable irksomeness. His posts, now numbering an unbelievable 32,070 are generally ignored, scrolled past, filtered or simply attract a sense of unwanted annoyance. He remains without weight, influence, or friends. You don’t need to refer to him by his name anymore, everyone knows immediately who you are referring to under the pseudonym, Canute and other derogatory descriptions. As I have concluded before. This guy is not unintelligent but in saying this, it is apparent to me, at least, that a few screws were left lose at birth resulting in personality problems that are not as obvious to him, as they are to the rest of us.
doggy,
Concrete boots, fully conscious seems fairer.
Tricky,
To help him out of is dilemma we could give him a huge dose of Fentanyl. That would serve two purposes: 1.) It would permanently put him out of misery, and 2.) It would put posters who read his posts out of theirs.
How do we help stt1 get out of his cripplingly negative mindset?
It can't be healthy or rewarding at all.
I can think of lots of ways to be happy.
Arguing the toss about company shares/performance is not one of them.
In addition to the 37% loss that our resident Canute suffered on that Totally cash call of 5 years ago, our resident Canute said about his investment in Totally Plc. on the 2 Mar '14 - 16:40 - 2231 of 3524 … I've put my money where my mouth is... I've a huge amount invested and all in my ISA...
On the 28th Feb 2014 Totally Plc sp was 90p. With Totally’s sp at 38.6p today, that’s a further 57%+ loss on his “huge amount invested”. And he has been languishing in that particular loss for more than 7 years now. Like I said already, this guy is just not capable of making good investment choices.
Take a slightly longer view. We have excellent 1st Qtr results in the bag already. As we enter the most lucrative final half of our fiscal year there are a further three reporting Qtr’s still to come. Some people were hoping for too much from Friday’s ipo. Better to let this settle now and lift your horizons meanwhile to towards the end of the year. On the back of what we know so far, only our resident doomster, blindsided by enmity and over-zealous antagonistic keyboard activity, would fail to see that Friday’s US share close is a minor aberration and presents a buying opportunity for some late entries to the party.
I've been here from the first day that blinkx was spun out of Autonomy. My boots are full already. I built my holding during those early years and at a low average. Thankfully, I am well in the blue right now. I do not need to buy anymore. My train left the station a long time ago. It is not going back there. But, for those looking for a late entry point, it is my view that Friday’s anomaly following the IPO, will not last. It is apparent that Tremor International was not well known in the US prior to its offering and the stock had little prior US analytical coverage. However, with the appointment of 5 new research analysts that situation will change. With this in mind, and Tremors existing fundamentals showing organic growth of 71% to 87% in the 1st Qtr, 5 upgrades since September, huge four-year sector growth forecast for our sector between now and 2025 and Tremor’s growth potential within this sector, those late to the party should consider buying now and on any further dips. There may not be another opportunity like this one, at these prices.
Our resident C a n u t e used to be in a similar position to me many years ago, he was forecasting back then that Blinkx was going to £3, equivalent to more than £30+ in today’s money. I held; he folded. He fell. Now, the guy who once forecast £30+ per share for blinkx, spends his days trying to bring everyone else invested here to their knees....along with him.
It is 5 years + since Totally PLc raised gross proceeds of £6.2 million from new and existing investors, via a subscription of 10,000,000 new Ordinary Shares at a price of 62 pence per share. Yes 62p, current sp 38.6p. Our resident Canute took his full quota back then and so, he and all the other fools that participated in that one, are languishing in a 37% loss for more than five years now. Further, he was buying Totally at even higher prices prior to that offer. That is successful investing….Canute style. Not surprising he lost out so heavily on blinkx as well then, is it? This guy can't make good investment choices. Avoid.
"I've been here from the first day that blinkx was spun out of Autonomy. "
The blnxkx IPO was eq sp 530p (45p old money) in 2007, 14 yrs ago. The current trmr US sp is about 10% above it.
They highest was in Jan 2014 at eq sp around £28 when Shares on Loan also surged. They eventually crashed and issued a profit warning, despite claiming only a few weeks earlier that everything was fine.
Who was behind Autonomy/Blinkx IPO? Sushovan Hussain and Mike Lynch.
When you google Sushovan Hussain, you get
https://www.theguardian.com/business/2019/may/13/ex-autonomy-cfo-sushovan-hussain-five-years-hewlett-packard
You don't think the IPO was impacted by the Hussain/Autonomy connection?
Take a slightly longer view. We have excellent 1st Qtr results in the bag already. As we enter the most lucrative final half of our fiscal year there are a further three reporting Qtr’s still to come. Some people were hoping for too much from Friday’s ipo. Better to let this settle now and lift your horizons meanwhile to towards the end of the year. On the back of what we know so far, only our resident doomster, blindsided by enmity and over-zealous antagonistic keyboard activity, would fail to see that Friday’s US share close is a minor aberration and presents a buying opportunity for some late entries to the party.
I've been here from the first day that blinkx was spun out of Autonomy. My boots are full already. I built my holding during those early years and at a low average. Thankfully, I am well in the blue right now. I do not need to buy anymore. My train left the station a long time ago. It is not going back there. But, for those looking for a late entry point, it is my view that Friday’s anomaly following the IPO, will not last. It is apparent that Tremor International was not well known in the US prior to its offering and the stock had little prior US analytical coverage. However, with the appointment of 5 new research analysts that situation will change. With this in mind, and Tremors existing fundamentals showing organic growth of 71% to 87% in the 1st Qtr, 5 upgrades since September, huge four-year sector growth forecast for our sector between now and 2025 and Tremor’s growth potential within this sector, those late to the party should consider buying now and on any further dips. There may not be another opportunity like this one, at these prices.
Our resident doomster used to be in a similar position to me many years ago, he was forecasting back then, that Blinkx was going to £3, equivalent to more than £30+ in today’s money. I held; he folded. He fell. Now, the guy who once forecast £30+ per share for blinkx, spends his days trying to bring everyone else invested here to their knees....along with him.