Chris Heminway, Exec-Chair at Time To ACT, explains why now is the right time for the Group to IPO. Watch the video here.
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Osteo,
I have not sold for years and will wait a little longer before making a decision either way.
My reasoning - we are in a better place and the management are prudent, competent
and enjoy making money!
Better times ahead, in my opinion.
I am not currently running at a loss but know it can be very stressful.
It is a matter of not being in control, subject to market forces, unexpected twists and turns (snakes and ladders) and an annoying little pests who tries every excuse under the sun to short the granny out of this company, they will fail.
Happy to hold!
Osteo,
Read the bull and bear points and form your own opinion. It's your money!!
Rthm had a history of bullish TUs but failed to back them up when it came to results.
Rthm operated a full stack and now trmr operate the full stack ad tech model.
We've been here before:
In 2016-17, previous US Election, the rthm eq sp tripled and was around 580p 4 yrs ago based on bullish comments. The broker targets were similar to now, the bullish comments etc.
Rthm sp often rose on bullish TU and fell when it came to events (results).
Trmr's last 3 yrs - their revenue increase is mainly due to buying Unruly where there is the first full year of contribution, rthm(was only 8mnths of contribution for fy2019) and hotly contested US Election (no US Election for 4 yrs) and covid.
period, revenue, adj ebitda, cash
2018, $276.9m, $44.1m, $54.4m *** no contribution from rthm
2019, $325.8m, $60.4m, $76.9m *** 8 months contribution from rthm
2020e, $404-$408m, $58-60m, $96m *** Inc full year contribution from rthm & Unruly
Read the bull/bear points and form your own opinion.
OSTEOSINGH, I am in exactly the same boat, didn't event look at the values of the stocks. But watched the share price dive, and thinking, that did not look in tandem with what was actually going on. I think the next update in about a month should give us a lot more info.
If you look about a month ago, there was a very very interesting presentation which showed exactly how Tremor works, from the horses mouth.
Unfortunately I am not good at posting links, but if you can find it, Well worth about an hour of your time, and very revealing. Take care, stay safe, and best of luck with your investing whichever way you decide to go.
Thanks Rusty, I think I remember you from the original Rythm days, I had written almost all the amount off hence not having logged in for so long.
It was a nice surprise to see a larger value instead of 18K when I last looked ! I have spent over an hour researching this share, and it looks good, with all the share buy backs, recent results and cash holdings Im also hesitant to say this one might have legs, but having had my dismal history of share trading im almost expecting total failure...!
ostesingh, the best advice I can give you. Is do not come onto a bulletin board for advice. The reason is quite simple. We all have our own agendas. Some are real and some will give you their life stores, others have an agenda and will always have a negative point of view.
Best thing I can say is look at results, look at forecasts going forward, compare us with our peers, then make a grounded view.
But, I repeat, make your own investment decisions, then there is no blame game attached. Think about what made you make your initial investment decision, and whether the present operation is better than what you originally invested into.
If you feel there is more to go on the share price, stay. If you are worried sell some, and reduce your exposure, if you don't like what you see, Sell.
I am in the same boat, at one point I didn't think I had a paddle. Now I think I have 2 oars, will be interesting to see how hard I can push those oars. We are due an update within the next month or so, that could have a major effect on the share price. But you pays your money you make you own choices, do not be guided my anyone on this site, Including ME.... Good luck whatever you decide.
I logged onto my portfolio today after 5 years to see im holding onto 50K of these shares
Im from the old rythm one days and had no idea who this company was before today.
Needless to say im sitting on huge losses. . Is it worth holding onto this company and taking a punt or selling and calling it quits, Im up a fair bit from a couple of years ago but still 80K down in total
Any help or advice is appreciated