The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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BTW: Relative to TRMRs fundamentals, RUBI is way overvalued. Either that or we're way undervalued. Or perhaps a bit of both.
Eagle,
Large cap tech have taken off. Smaller players not so much. If we execute on CTV as it appeared we were before the Chinese Virus, then we'll be eating plenty of jam, or whatever else suits us.
We're in a far better place than many of our peers. Strong balance sheet makes a huge difference.
I am also heavy into Perion Networks....laggard on the share price but strong on fundamentals. That's a different story but a similar space (digital ads), they're attached to MSFT search for a lot of their revenue..contract coming due...one to watch if you've the ability to buy in the USA. Funny, but they're located about 12 k from TRMR in Tel Aviv.
I've been really heavy into RUBI for a few to several years. Recent laggard in terms of share price relative to large cap tech, which I also own, some for decades. RUBI is a true "show me" stock. You folks call it "jam tomorrow", we call it "show me the Money".
Milhous....that's a million dollar question! Had to look it up, knew who Tricky Dicky was, but not Milhous....missing an 'e' to my eyes.
I do know who Walker refers to though!
Tricky, to be fair to Stt1 the SP of TRMR has yet to take off. It did show some positive signs early in the year but that 'excitement' seems to have wained. US tech companies have 'apparently' boomed during the pandemic...not TRMR though. Perhaps TRMR just hasa very slow burning fuse...but 'jam tomorrow' still seems to be on the menu.
Still hoping that TRMR will start to deliver on the promises/potential and then Stt1 will 'probably' disappear. Until then his/her comments are 'probably' just as valid as anyone elses. The jury is still out on TRMR.
PS Current SP for former RTHM holders is 14p per share (old money)....isn't it?!
Yes! gdog - Milhous - that's the one.
And those were the days.
Tricky,
I am here because of where I feel things are going. It's all about CTV for me. Fingers crossed I get this correct.
Fingers crossed all TRMR longs get it right, whatever "right" or "correct" may be.
Question: Is your handle after Milhous?
Crucially stt1 has never had a clue about where the industry is heading.
Just enjoys criticising management decisions to cut out parts that are no longer relevant.
Trying to prove that skeletons still exist in the cupboards and using outdated ideas about how the business model should be run.
Has no ability to keep up and is negative overall.
Quotes examples of failures in the ad tech industry that are wholly incomparable.
Tries so hard to offer opinions that are ignorant of the latest trends.
A sad, bitter and twisted individual, hoist with its own petard so many times and yet failing to see the folly of its ways.
Paid to be a fool perhaps but then why so inept?
Poor old stt1 being pimped for 10p per post.
Doesn't know how too put a post together and depends on other people sending him information.
What a sad little individual. God loves a trier.
25,000 posts sounds a lot but not enough to make a living.
Sadly STT has been around for a few years, never once posting a positive comment. The only conclusion that you can come to is that the only sheet on this board is STT.