Tremor Int Ltd Share Chat (TRMR)

Price has peaked, not a chance, the market capitalisation is peanuts. If they keep making profits then people HAVE to smell the coffee, and take notice.

As always I use the work IF. !!!

We were already making profits, Hopefully the News Corp deal can increase those, as ever, I use the word HOPEFULLY !!

Well, you never know, the price may go up to the 200p price again. I am a long term holder and completely paranoid about missing out on the price going north of 200p.

Unruly recently appointed Alex Khan (former Oath and AOL Managing Director) as the first MD for the UK under new owner Tremor
Khan will focus on strengthening the company's offering as a unified platform for cross-screen video media services.

Why just a few?

I should have sold a few to buy back at the lower level.

For the filter button, so we don't see his, hers, or its garbage. It makes the world a nicer place to live in,

However I do appreciate the people who try to counter the one sided tirade aimed against the company. Thank you, one and all.

Slowley but Shirely....[filter on] Another good week for TRMR, gawd knows why [filter off] Do condoms smell of burned rubber?...or perhaps that's just me!! [filter on]

I don’t know about you lot, but I have kind of been missing those AS EXPECTED posts.

A good weekend to all genuine posteres and investors

Looks like the new management are gaining ground...{filter on}
never know could be a take over in the wings or further investment/merger {FILTER ON}
Share risen steadliy this week {filter on}
Thank heavens there is a filter......

should read "give credit to our proactive management"

you have to give our proactive management for the News Corp deal

Finncap seems now to be buying (independently) huge amounts of shares suddenly at a much higher price than previously.
What reason is there for that?

Tricky_D, I was hoping someone would point out to STT1 that News corp haven't actually got rid of Unruly but swapped their investment into TRMR...presumably because they think they have the management to run the business better. Also installed Rebecca Brooks in a management role, which surely means News corp want TRMR to succeed.

I don't think stt1 fully understands that News Corp International now has a stake in Tremor and will pay towards the integration costs of Unruly.
Tremor has gained Unruly and, importantly, with access to News Corp's huge marketplace, the deal will hand Tremor the exclusive right to sell outstream video on more than 50 News Corp titles in the UK, US, and Australia.
This is a bigger deal than stt1 can appreciate or wishes to see succeed and the twisting to suit a negative agenda is therefore entirely predictable.

He might have lost a few bob Rhythm,,could be a bad loser

Hi Stevie STT has been posting negatively for a few years now, if he had shorted the stock, would he not have to exercise his short before now, which is why I think he simply bears a grudge towards the company. Regards

Ive had stt in the sin bin for a while so i havnt had to put up with him/her,,He/she never admits to be shorting this,,but he/she must be,its the only explanation

Yes, and as if by magic and right on cue Stt1 swings in to action.

Every time the Tremor SP has shown any sign of improvement Stt1 so desperately increases his drivel, trying to counter act the SP improvement.

One has to seriously ask what could be the motivation behind 25,000 posts he has put out there working 24/7 ?

A Shorter ? A paid De-ramper ?..or simply a mentally deranged individual dedicating his whole life to just one purpose.

Stt 2,162 articles of endless negative drivel over the past few years and people are still not interested. What a wasted life.

Tricky
"Stt1 begs to differ with Tremor's deal and suggests that it is too expensive"

You do like to twist what I've actually said to suit your agenda.
lol

I noticed you missed out that Unruly generated a LOSS of $11m (£8.8m) in 2019 and that News International (NI) got rid of Unruly at a fraction of the price they bought them for. Suggests they were happy to get rid of it at a loss.

Read the company newsflow. Read what is actually posted.

Stt Shut up you fool nobody is interested in your attempts to manipulate. Get back under your rock.

Riosurfer
"And the idea that ad tech sales are tanking"

Where do I say ad tech sales are tanking? I said ad prices are falling.
Crucial difference between the two.

Publishers are also pulling ad inventory hoping to support ad prices.

https://digiday.com/media/publishers-pull-ad-inventory-from-programmatic-markets-to-protect-ad-prices/

Bald_Eagle,
"Stt1, so by your own asmission you are talking rubbish....£30m over 3 years is £10 per year. "

Not at all. Where do I state that they need to spend £30m this year?

Their revenues were £260m for last year, which includes contribution from rthm operations which were closed. These will no longer contribute revenue nor cash for this year.

£10m spend would equate to around 4% of their last year's revenue.

Unruly made a ebitda loss of £8m in 2019, which I think will result in Trmr reporting a loss for this year.

Did Trmr ever mention that they have closed Perk.com?

Agree. My view too Bald Eagle. I read it as £10 million per year of ad spending (net?) through News Corp.

And the idea that ad tech sales are tanking...? Sorry, but it's things like Outdoors that have tanked the most. Look at SFOR's resurgence of late. People are living on line. Plenty of scope for good quality ad tech companies to use the pandemic to strengthen their positions. Gaming a e-commerce are particular growth standouts.

Tremor has clearly calculated great benefits in the cost savings and synergies from the Unruly acquisition. News Corp is receiving 6.91% of Tremor International stock, subject to an 18-month lock-up period, along with a total minimum revenue guarantee for News Corp of GBP £30m for the partnership.
This represents a good opportunity to scale up without starting from scratch, with all the extra costs involved.
Stt1 begs to differ with Tremor's deal and suggests that it is too expensive, especially in light of the latest virus threat and the typical and well-known late-payment of inventory.
The better-managed companies in the ad tech industry are used to dealing with late payments and since the current virus situation may eventually be recoverable it would seem unfair or even malicious to proclaim doom and gloom at this stage.