Tremor Int Ltd Share Chat (TRMR)

The trick is to forecast expectations (numbers) and come out comfortably ahead, as do TTD.
I am unaware of 'numbers' forecasts from Tremor - perhaps in the case of recent integration of R1 they can't be expected to predict, even on the low size, although that looks like a deliberate ruse from TTD to surprise the markets into exaltation.

Tremor management have said that they recognise their house broker’s outlook - and that is for significant profit. They also stated they would issue a profit warning if they weren’t on track.

R1 had not made a profit over recent years they reduced their losses significantly.
Parts of R1 have now been pruned and losses adjusted, however Tremor seem to use higher accounting standards/procedures so we are still unclear what will transpire and what and how other integration costs have been recorded.
It will be interesting to find out how the 'better' parts of R1 are performing, if that can be stated clearly by the September results then this may set the stage going forwards.
We also want to know how the push into CTV and other opportunities are progressing.
Tremor has three divisions Tremor Video (branded video advertising) and RhythmOne (media), as well as Taptica (performance advertising) and each will have to be accounted for in terms of profitability and trends.
R1 was acquired to strengthen operations in Europe but that may take some time to work through; can we really expect instant profits on that score?

I know this share has been downtrodden, but I do believe the results in September will be key. There has been a shadow cast on the figures since the takeover of RTHM and this will be investors and potential investors first chance to see audited results for the new group. The company is promising strong profits. If that is proven to be the case, the SP will correct higher imo. Remember RTHM (or BLNX) hadn’t made a profit since about 2013, so these results are expected to be significantly different.

Tremor are doing pretty much what TTD are but seem to have a 'Cinderella' shadow cast over them.

this for me is a long term hold(as iam 37% down!!) what gives me confidence is Schroders(14%) and Slater(2%) are in it with me

The Trade Desk stock has been a world beater. It's a 15-bagger since going public three years ago, soaring sixfold since the start of last year.

https://www.fool.com/investing/2019/08/09/the-beat-is-the-message-at-the-trade-desk.aspx

scroll down down an earnings call transcript with some enlightening information.

Shedding no tears here about Uber - https://www.bbc.co.uk/news/business-49287489

Share price edging down into bargain price range, on relatively small volumes, therefore likely to be PIs / short term traders selling in response to the falling price, exacerbating the drop and encouraging others to sell as stop losses are hit. Simply a fact of modern communications and internet share trading - the result is increased volatility in share prices, and nothing for long term investors to be concerned about.

SNN

AIM stocks have been beaten up,,once the trade war between the US and China as been settled,,money should come back into the markets,,lots of investors are sitting on cash getting nothing for it

It should all be down to their results but it isn't always the case.
The strong balance sheet and growing profits of Taptica has yet resulted in a poor sp.
No matter, as long as the new company does well that is the main thing for for now.
Market sentiment is a strange and fickle business, it seems.

at the end of the day,,it will be all down to their results

I agree, it is very unlikely that two Institutions have been selling owing to their recent opinions of the company, they re-balance their portfolio's actively and many other factors may be at play.
They won't be receiving secret information about the forthcoming update either - so we can discount that too.
Mithaq may have made a move based on discussions with Tremor or for other reasons but it is all speculation at this stage and may remain that way.
At least we will find out if Tremor are motoring along well in a few short weeks from now.
I still believe there is far more upside than down.

Lombard(4%) R&M(9%) still hold,,their selling probably had nothing to do their opinion of the company,,just ask Woodford

Jadam
"The Arabs buying is just another sign of positivity."

What would you call the 2 well known IIs, R&M and Lombard, who have held for a long time, selling then? Why have they been selling?
2 well known IIs sell, 1 unknown Saudi buyer!!!

Isn't the next lower notification threshold for R&M down at 5%.

Amazing how they can buy so many shares and the price goes down, Maybe another RNS with somebody selling later on today or tomorrow.

Mithaq Holding Company, Riyadh, Saudi Arabia, now hold 11.57%

Would be nice to find out now who is holding all the shares traded last week. Announcement overdue.

Yes JAdams- not to mention the recent nomination and recognitions for Tremor by Ad-tech industry principals for possible award of best in class !!

However.Stt1- I wonder if your other disastrous investment TLY share price had made the slightest of recoveries YOU would have been so fussy whether the rise was due to any “Company News” or Lack of ???

Or the SP has risen as the company has already remarked that they are fully aware of the Trade Desk's rankings and believe as the merger gathers pace, they expect these type of anomalies to disappear, additional to this we are expecting interims in September and the thoughts are that they will show a positive direction. The Arabs buying is just another sign of positivity.

safi123 has recently stated the following:
'As much as I’ll take the current rise in SP, it seems to be the result of just one institution buying in, who probably know as much as we do.
Otherwise nothing has changed, the sentiment IMO is still negative on the whole, and there is still risk with regards to true performance which so far has been obfuscated'.

Others have likewise remarked that the sp has risen as a result of Mithaq buying and so, stt1, your suggestion that 'all there is are posters claiming there is a change in sentiment or some sort of revaluation...' is a deliberate fabrication which you then choose to rail against.

GDPR does not affect Tremor greatly anyway and the skeletons in the cupboard, being R1's integration and past performance / accounts, as well as "industry wide headwinds across the supply chain" have already been discussed.

Please try to be honest, truthful and factual in future and stop spinning tales of doom and gloom.

Usual garbage. Price rises 50% but apparently ‘nothing to see here’. Very tedious...

Rusty,
"That stt1 fella has gone a little quiet over the last couple of weeks. I wonder why?"

There's no real news. If you look at the rthm chart, there were repeated false dawns where the sp rose on expectation of some good news, only to be severely disappointed every time.

All there is are posters claiming there is a change in sentiment or some sort of revaluation.. There's nothing to back such claims up...

The fact is there have been 2 WELL KNOWN IIs who sold some of their holding last month and an unknown Saudi buyer. Like all previous occassions posters prefer to see anyone buying as a knight in shining armour until the same II sells... Then they prefer to ignore the seller... Remember when Richard Griffiths, R&M, Lombard were buying but now that they are selling, it's no big deal.

The Industry Challenges haven't changes but increased... GDPR2.0, ITP2.2, move to fewer DSPs/SSPs, CCPA, will all hit for fy2019 (Dec). As well as the skeletons from rthm.

The other fact is that the company themselves have warned of Industry Challenges in 2019.

Taptica's 2018 Meets Expectations But Headwinds May Harm 2019

http://www.morningstar.co.uk/uk/news/AN_1551093566601692100/tapticas-2018-meets-expectations-but-headwinds-may-harm-2019.aspx

and the other fact remains... What's the situation regarding rthm finances and performance for fy2019 (March).

Momentum is positive and this is the important fact!!! one can always expect some traders to take advantage of the rise (and why not....).
I am expecting to see further rise in the near term as the current valuation here is on the low end IMHO,as for the longer term will have to wait for more update/numbers from the merged new compny.

Price has been dropped but sizeable buys still coming in

Could this be takeover manoeuvring?