The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Scorpion,
I share your frustration!
Not a lot we can do except hope their benefit is also ours- ie an increase in SP >
jr
I had high hopes for Trmr after the shower that was r1 management. This lot actually seem to worse. Druker £8m remuneration. For what? Our money used to buy out Tal and managements’s quarterly tax liabilities. Combined revenue based on market forecasts was supposed to be $700m, revised to a cautious $500m, came out at $325m. This year with Unruly was supposed to be $425m, and half year was $130m. Add in an unresolved Uber court case, no capital markets day and the chairman buggering off in august without a replacement and how do you expect the market is going to value this. Glass half full, jam tomorrow or glass half empty, ants in the jam? It’s not rocket science really is it. And yet, votes against the re-election of all directors at the recent agm. Zero..... so wtf do shareholders expect management will do if shareholders do nothing.i have tried to ask difficult questions of management. Total stonewalling. There is definitely an exit agenda and the big boys will get looked after. This is why I won’t sell. There will be a positive outcome eventually. But my god it’s frustrating.
Hey jrlse, I am here primarily for the CTV opportunity. Fingers crossed we get this right.
BTW, Scorpion, about the lack of transparency...this is, after all, the AIM, which doesn't promote a bastion of virtue when it comes to being shareholder friendly.
gdog/Scorpion
I am long TRMR, learnt not to spread too thin. Make your choice and stick with it.
Is it the right choice? Laps of the gods and CONSISTENT promised delivery.
If you promise 500M$ and deliver 300M$ What do you expect?
Can they get there? A man and his dog seem to! Why can't these overpaid clowns?
jr
My first re-post under subject matter "So cheap" below was supposed to be addressed to "jrlse".
Sorry if that wasn't clear...it should have been given my last sentence of that post.
Scorpion,
Are you talking about the old company, or the new company? Your points are well made against blinkx / RythmOne, but I believe a new day has dawned with the new management.
This is not the same company.
You've not been paying attention. Look at what's going on with TRMR and CTV.
I own a boatload of RUBI. I own a smattering of TTD. I owned CRTO years ago, got out before the cookie sheet hit the fan
I am Very long and very angry, the reason they are cheap is that (1)they have negatively grown organic revenue EVERY year (2) they use gross revenue growth as a measure of success without showing the related acquisition financing, (3) management have their snouts in the trough (4) Their disclosure detail is lamentable (4) their is no objective research coverage (5) they always miss expectations and always promise jam tomorrow (5) they don’t engage with or care about investors (6) Tosca and Schroders are part of their inner sanctum leaving small investors as irritants and stopping other ii’s investing. I hate stt but equally I am sick of the company’s attitude to shareholders. Fix these 6 points and this is a 400p company. That is why I continue to hold. There has to be an ultimate agenda,
gdog,
They are cheap because the have not grown revenues consistently, see CRTO, RUBI, TDD.
jr
I still can't figure why the valuation is so cheap, but wtf, I'm taking advantage of what I believe is an excellent opportunity; I keep nibbling more and more.
I wasn't paying attention for the last several years when I had relatively few shares. I am paying attention now...that's for sure.