George Frangeskides, Exec-Chair at Alba Mineral Resources, discusses grades at the Clogau Gold Mine. Watch the full video here.
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45 to 60 days for court approval puts them on target to formally announce the buyback along with Novembers numbers.
As for the Amobee purchase, I’m convinced (now) that all they ever really wanted from Amobee was the Amobee DSP and the talented software guys that built it plus Amobee’s data sets and a few other bits and bobs of sophisticated tech like the cross-platform planner. The rest, bar the sales teams, was discarded within weeks and I can’t imagine that they held on to all the Amobee client base throughout the disruption of the changeover. The thing is, with the integrations complete, Tremor/Nexxen now has a very attractive, state of the art, full stack end to end platform which, and crucially, if they can grow the DSP side and attract a meaningful number of broadcasters, enterprises and agencies on-board, as per Druker’s declared aim (SSP Cross-Platform planner tool now available but CPP tool for the DSP side is still in beta at this time, at least that’s as I understand is the current state of play) then, it’s difficult not to conclude that there is some serious business potential here for Nexxen. The timing hasn’t been kind here. Tremor, having gone through a long period of integration upheaval was ready to rock-and-roll at a time when the macro had turned against them.
All in all, and when considered alongside the content of my earlier posts, I’ve decided to err on the side that Nexxen is probably more “futured” than “f***ed” and so as already stated, I figure that a clearer picture of success or failure will unfold during 2024 and short of an unforeseen event and in spite of past disappointments, I’m going to give these guys a final chance and the benefit of my doubt, and remain invested here through fiscal 2024, but, Druker needs for sure to execute and deliver along the way or reluctantly, I’ll be pulling the blinds down on this one.
Once again, my assessment, my decision, and my throw of the dice. No advice intended.
Hi Tricky the only reason I respond, is that I think it is important for people to know that there are dirty bar stewards like STIT who are here just to talk the shares down, regardless of what is happening. He/she has a mental illness. They are determined that whatever happens, that they will put a bad slant on it. STIT is the worst of the bunch, although he uses other names to bolster his posts. He is scum of the highest order and clearly has a problem. My feeling is that he is an ex employee who was fired and has been trying to get his own back on the company ever since. Good luck to you and all honest shareholders. Kind regards to you all Curly.
Curly, pay no attention to the 'throne lady', Tremor knows the markets better than he does, of that we can be fairly certain. Plus he has lost a packet on TLY so he is looking rather silly right now.
There you go again STIT as expected , talking the company down again. You appear to know a fair bit about the industry, but then again you would, having been sacked by the company. Could you explain why you were sacked, was it for being a liar, because you have a reputation for it on here. Saying you were a holder here and sold out at £8.44. Your nose must be a mile long by now.
"And to build these functionalities by yourself, will take you years. "
"we need to plan for the long term"
What have they been doing for the past 10years then, planning for the short term???
The ad tech ecosystem needs fewer DSP/SSP. Individual DSP have worked well because of clarity. Trmr runs both sides of the ad tech, therefore there's a lack of clarity.
FACTS - something you don't like.
The Trade Desk, the biggest DSP.
The Trade Desk (TTD) previously quoted as saying that their one sided approach was the key to its success...other companies have also ditched both sides...
"Many companies that tried to run ad tech businesses on both sides later have sold one side off: Rubicon shut down buy-side platform Chango, with then-CEO Frank Addante admitting the acquisition was a failure. Tremor Video just sold off its buy-side business to focus on the supply side. Amobee sold its sell-side business to focus only on the buy side. The Trade Desk, which has seen its stock skyrocket post-IPO, consistently cites its single-side, agency-focused approach as a key to its success."
https://adexchanger.com/platforms/appnexus-buy-side-falls-wayside/
Cont...
Druker... I will mention two elements that I feel that will give us a lot of power in the future -- or even three elements. One of them is the DSP itself. So, the DSP that's from Amobee is very rich in functionalities of enterprise solution.
You can look at all the sentiment of clients and the market, to the brands, to the capabilities that it represents. It's very powerful. And I think that the future belongs to the enterprise solution, meaning if you want to create stability, if you want to create prediction, you need to have an enterprise solution in your company, you need to have a strong one, so people will use it. And we can offer them more and more capabilities like you can see with our last deal with H/L that started with the DSP, but moved along to using our ACR data, using our DMP, using our SSP, which is exactly what we are trying to achieve.
So, I think that the DSP was very meaningful. And to build these functionalities by yourself, will take you years. As we know, we don't have years to get better on the enterprise solution. You need to get these capabilities today.
The second two elements is the planning tool, the planning tool of the cross platform that is very unique, like I mentioned to Matt, it will give us value in the mid and long term. And I think that it's very powerful. And we need to plan for the long term, we cannot work for quarter to quarter.
Extract from 2Q23 earnings transcript… In addition to challenges in the broader environment, lower-than-expected contribution ex-TAC in Q2 was also the result of......a more complex sales cycle related to our strategic focus on driving enterprise deals, featuring multiply technology solutions. This, in some cases, pushed larger expected deals out to 2024.
So what are Enterprise deals? Extract….Enterprise deals are the process of procuring high-value deals with large companies. Also called complex sales, enterprise sales is just that – complex. It typically has a big business impact, includes a long sales cycle, involves multiple stakeholders or comes with more technical aspects.
STIT. Why are you bothering to comment on a share you have never been invested in. You say you sold at the top, yet you have been talking the company down for years. Why don’t you tell us why you were fired from the company, because that would explain why you have been trying to trash the company at every opportunity. You are scum.
MediaMath going bankrupt was another shot across the ad tech ecosystem.
Ad tech companies have to M&A or die.
MediaMath went bankrupt only 2 months ago when acquisition talks failed.
https://www.adexchanger.com/online-advertising/mediamath-files-for-bankruptcy-after-acquisition-talks-fall-apart/
Unruly is owed $1.4 million.
Because of the way ad tech companies partner with each other, inventory payments work, the impact on Trmr of MediaMath going bankrupt won't be fully known for several months.
These are the ad tech providers owed more than $1 million:
Magnite: $12.6 million
PubMatic: $10.5 million
Sonobi: $5.3 million
Xandr: $4 million
AdsWizz: $3.4 million
Smart AdServer (now Equativ): $3.4 million
TripleLift: $2.8 million
Azerion Technology: $2.6 million
LiveRamp: $2.3 million
Index Exchange: $2.2 million
OpenX: $1.9 million
Google: $1.7 million
DoubleVerify: $1.5 million
GumGum: $1.4 million
Unruly: $1.4 million
Madhive: $1.3 million
Oracle (Grapeshot): $1.2 million
Yahoo Ad Tech JV: $1.1 million
Yieldlab: $1.1 million
Eyeota: $1.1 million
T-Mobile (PushSpring): $1.05 million
https://www.adexchanger.com/online-advertising/mediamath-owes-more-than-100-million-to-at-least-200-companies-including-magnite-and-pubmatic/
I've no way of confirming a post that has appeared on the other board implying that it's Eric Singer who's accumulating. Or "plugged in" as was stated there.
Oldies here will remember that Singer (some refer to him as a vulture capitalist) was the non exec Chairman of Rhythmone up until it was sold off to Taptica in Feb 2019..... Eric Singer of VIEX Capital Advisors and non exec Chairman of Rhythmone from April 2018 to Feb 2019. https://www.marketscreener.com/business-leaders/Eric-Brandon-Singer-0CGSZF-E/biography/
We will just have to wait and see if there is any substance to this but if true the question arises as to his raison d'etre. Singer would need to accumulate a lot of stock if he’s to position himself to have any real impact here. Not sure where that amount of stock is going to come from in the short/near term?
Somebody (or "somebodies") obviously took the other side of that trade.
A major buyer has added at least 500,000 stocks to his portfolio today....
Oh Tricky - thanks for giving me a giggle tonight!!
I’d not checked in on Totaly for a while. Down nearly 80% in a year now!! Hahahaha!
The Totaly Head Cheer Leader having to return here to get his kicks!!
Wonder how long before he reels out the line that he sold Tremor (Blinkx) at £8. Even thought he’s spent ten years firing shots and has clearly never held!
STIT answer the question, why were you sacked from the company. You have been carrying a grudge towards the company for years. You never owned shares in the company. You use every possible opportunity to talk them down. Did you not get the promotion you expected. You are a dirty filthy individual who is trying to hurt people’s investments. You are a lying piece of scum.
This muppet not to be trusted.
Owns no shares in TRMR.
Trol/Bot/AI/Muppet
MediaMath, a rival DSP, went bankrupt only 2 months ago after their acquisition talks failed.
https://www.adexchanger.com/online-advertising/mediamath-files-for-bankruptcy-after-acquisition-talks-fall-apart/
Unruly is owed $1.4 million.
Because of the way ad tech companies partner with each other and timings for inventory payments work, the impact on Trmr of MediaMath going bankrupt won't be fully known for several months.
These are the ad tech providers owed more than $1 million:
Magnite: $12.6 million
PubMatic: $10.5 million
Sonobi: $5.3 million
Xandr: $4 million
AdsWizz: $3.4 million
Smart AdServer (now Equativ): $3.4 million
TripleLift: $2.8 million
Azerion Technology: $2.6 million
LiveRamp: $2.3 million
Index Exchange: $2.2 million
OpenX: $1.9 million
Google: $1.7 million
DoubleVerify: $1.5 million
GumGum: $1.4 million
Unruly: $1.4 million
Madhive: $1.3 million
Oracle (Grapeshot): $1.2 million
Yahoo Ad Tech JV: $1.1 million
Yieldlab: $1.1 million
Eyeota: $1.1 million
T-Mobile (PushSpring): $1.05 million
https://www.adexchanger.com/online-advertising/mediamath-owes-more-than-100-million-to-at-least-200-companies-including-magnite-and-pubmatic/
Inventory payments within the ad tech ecosystem:
***************************************************
The ad tech model works by DSPs/SSPs, partnering with each other. It is usually the case that the company would pay their 'supplier' (other ad tech companies) around 60 days but receive their cut from 'customers' (other ad tech companies) around 90 days. That gap("inventory payments") has to be covered from their own cash or they setup credit facilities.
"Brands and agencies often pay DSPs on 90-day or even 120-day cycles. But DSPs pay SSPs between 30 to 60 days."
"DSPs shoulder this burden directly because they constantly owe money to inventory suppliers. The Trade Desk took out a $200 million loan in 2017 to preserve liquidity while it bridges inventory payments. MediaMath has raised more than $600 million, including $225 million last year."
https://adexchanger.com/online-advertising/sizmeks-bankruptcy-is-changing-how-the-supply-side-manages-dsp-debts/
As I've said before, Sizmek going bankrupt in 2019 was a wake up call.
4 September 2023
Tremor International Ltd
("Tremor" or the "Company")
Response to Press Speculation
The Board of Tremor notes the recent press speculation and confirms that it is not currently in a sale process.
As noted in Tremor's announcement on 15 March 2023, from time to time the Company receives inquiries and the Board evaluates such inquiries, as applicable, with its financial advisor. The Board continues to believe in the stand-alone prospects of the business, and also recognizes its fiduciary duties to its shareholders.
A further announcement will be made if and when appropriate.
For further information please contact:
04 September 2023
Tremor International Ltd
("Tremor" or the "Company")
Response to Press Speculation
The Board of Tremor notes the recent press speculation and confirms that it is not currently in a sale process.
Israel connection...
Altice Europe N.V. (commonly known as Altice) is a French multinational telecommunications and mass media company with official headquarters in the Netherlands, founded and headed by the French-Israeli billionaire businessman Patrick Drahi, and the second largest telecoms company in France, behind Orange.
Https://news.sky.com/story/adtech-group-tremor-draws-interest-from-drahi8217s-teads-12954932
Greetings to the fellow travellers in time from the old Mike Lynch days! did very nicely with Autonomy, Blinkx, well, you all know the score. I did double down on a few times over the years and here we still are. FFS
Stt1 wins the prize for relentless unhinged outpourings of negativity for countless years. A waste of brain-power!
STIT You are not invested here and never were, despite your lying about selling at £8.44. Now would you like to tell us all why you were fired from the company and why you are therefore trying to talk it down at every opportunity. You are clearly bitter and twisted. Get a therapist.
MediaMath filing for Bankruptcy was a continuation of the challenges which followed P&G demands for clarity within the ad tech ecosystem in 2017.
Because of the way inventory payments work and the fact ad tech players partner with each other, there will be millions owed to trmr, which could be unrecoverable and so have to be written off.
This is what happened to following Sizmek's bankruptcy a few years ago.
Stt1, are you sikh? Hmmm...
For the sake of clarity - are you invested here? Me thinks not. So why are you here old boy?
Say something honest or off you pop.