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Radium,
The fact is avg Shares on Loan(SoL) have trebled since the CEO sold 1/3 of his holding and quadrupled since Sept 2020.
Given the timing of the fy results and closed period, there wouldn't have many opportunities for CEO to sell his holding, post Dec.
Who is lending out these increasingly number of shares on loan? Is it Mithaq, Tosca?
Q3 TU - 22nd Sept - Shares on Loan have quadrupled since this 'strong' update.
https://www.tremorinternational.com/wp-content/uploads/2020/09/TRMR-Interim-results-Q3-2020-Trading-Update-220920.pdf
Remember blnx(now rthm, merged with trmr):
Blackrock were Blnx's largest II. Yet, they were lending out shares to short, hoping to make some money. However, blnx sp crashed due to a profit warning, resulting in Blackrock losing £30m.
https://www.telegraph.co.uk/finance/newsbysector/banksandfinance/10947330/BlackRock-restricts-share-lending-after-short-selling-attack-on-Blinkx.html
Someone over on the other forum mentioned this is the 15th day... Can someone give background to this. No idea what's going on here and also not sure of the significance of selling a few shares in the US.
Also worth noting. In respect of the CEO's intention and integrity, had Ofer held on to that 1/3 of his holding, it would be worth three time more now than what he sold for.
stt1 has been hoisting himself on his own petard for years.
The wombat of all wombats.
I haven’t looked myself. This courtesy of thequestor (advfm)….
According to: https://www.shortdata.co.uk/company.php?isin=IL0011320343 there are no shorts above 0.5% on Tremor.
Courtesy 1gw ….
CEO's shareholding: 14th December (day before he sold 1/3 of his holding): 2.365m shares at £3.40/share = £8.0m value Today (based on 5th May RNS holding) 2.752m shares at £7.86/share = £21.6m value It looks to me as though the CEO's investment in the company has nearly tripled on a mark-to-market basis, despite that sale of 1/3 of his then-current holding in December. And even on a number-of-shares basis it is higher now than it was before he sold 1/3 of his holding.
"Is it a coincidence that Shares on Loan have been increasing since the CEO sold a 1/3 of his holding in Dec?"
Is it a coincidence that you manage to dig our anything negative about this company? No, it is just that you are either have an incentive or you are totally stupid to invest so much time in it.
Is it a coincidence that you say “It's more credible if posters back up their stance with links, otherwise it's speculation? My reply was with links.” No – it is just that your credible comments are just the carefully selected negative links for one and one only reason – to highlight all the negative for one or one only reason – incentive. Unless again you are stupid as mentioned above.
Is it a coincidence that you keep continually saying that Magnite, Pumbatic, Trade desk share price are down from a convenient select period of time but when they are up as in the last month, you fail to make a nice little positive comment about it. No, it is just that you have an incentive unless you are stupid as above mentioned.
Is it a coincidence that you keep saying that Tosca have offloaded some of their holding but since the share is increased 8 times Tosca have made a mint out of it and you failed to recognise their excellent investment in this share? Of course not, it is just that you have an incentive, or you are stupid as above mentioned.
Is it a coincidence that you keep saying that the CEO has sold 1/3 of his holding but since he did so, the share price has almost tripled and you a nice comment could have been posted? Of course not, because you have an incentive, or you are stupide as above mentioned.
Is it a coincidence, that since you have been posting, that share price has reached 800 p or 10 times what it was last year, and you could have put a balanced and nice comment about it? No, of course not as it would jeopardise your incentive or you are stupid as above mentioned.
Is it a coincidence that you have been wrong all along about this share and you could have just be humble about it and say “sorry folks, I was wrong” no, your head won’t fit a whale a…..hole therefore, you are waiting for this share to crash.
Boom! And see you soon. Sadly I do not have as much time as you have to post – but you are paid and I am not to enjoy these lovely posts!
As for stt1,
Wild speculation and connecting D with A or comparing potatoes with apples is not scientific research nor is it valid in a court of law.
Scurrilous drip-dripping of tentative half-baked ideas is frankly appalling and just intended to scare people off.
US listed ad tech companies seeing a nice rise today, mgni up 13%. Could be a good week here.
According to Euroclear, another big increase in avg Shares on Loan(SoL) in May.
The avg SoL have now trebled since Dec.
trmr sol:
sep 1141573 0.92%
Oct 1547922 1.25%
Nov 1457233 1.18%
Dec 1265065 1.02%
Jan 1382006 1.11%
Feb 2158481 1.74%
Mar 2941789 2.37%
Apr 3026422 2.41%
May 4645852 3.67%
Free to register:
https://www.euroclear.com/en.html
Is it a coincidence that Shares on Loan have been increasing since the CEO sold a 1/3 of his holding in Dec?
@Tricky - fair enough. I suspect we will see. :-)
GS
Smiley,
It's because a U.S. listing is no guarantee of instant riches.
Anyway if I keep my expectations low then I will feel much better if we achieve any improvement at all, rather than very high high hopes which do not materialize.
I am optimistic with a realistic approach.
Nothing is predictable really.
@Tricky - "I am not so bullish about the U.S. listing" - I am interested as I suspect you are in a minority. Is that a gut feeling or a view based on analysis/evidence?
GS
Agreed Gsmiley Filter them then they wither and die, because they have no one to dialogue with. I have a sea of
This message has been filtered, please adjust your filters to view
Its better than his persistent rubbish. And for all those who says he needs countering. You are the very people he replies to.
Anyway, on to the future,
I am not so bullish about the U.S. listing, it has to be a good thing in general but I am not expecting the stellar share propulsion a lot seem to be expecting.
There seems to be some sort of strange & unhealthy fan club developing....every time he/she posts they almost 'gleefully' respond and feed his/her ego. I suppose if it makes them happy there is no harm done!!....other than ruining this discussion board of course.
It is better to leave deranged posts and posters unanswered. Otherwise, you do their work for them, cluttering this BB with posts no one wants to read. Any pi who cannot recognise such an obvious troll (or a lunatic) should not be investing.
GS
The list is endless and 'Liar' is writ large!
Ginodog
You missed Nr 9. And he’s a T——T
For any new posters on this board, I’d just like to bring to your attention that a certain poster has held a vendetta against Tremor and its previous forms for over 10 years. His current patterns of post will follow the same basic format:
1. Constantly state his view that the ad-tech bubble will burst.
2. Use data from the past from the businesses Tremor have acquired and are no longer relevant to the business in its current shape.
3. State that shares on loan are increasing
4. State that the CEO sold 1/3 of his share
5. “Despite the US elections....”
6. Use cut and paste articles from the past to try to support this diatribe.
7. Mentioning bad debt provision is at 20m
8. Try to profess that posters should consider both Bull and Bear posts (even though he hasn’t made one Bull post on Tremor, and it’s previous guises in over 10 years)
You surely made a mistake and did not mean to say 'US Election in 2016'.
stt1,
Who cares about the U.S. elections in 2016?
Shares on loan and the CEO selling,
Anything you can see as negative.
Are you completely crazy?
Shares on Loan have doubled since Dec.
Is it a coincidence that Tosca, who held over 29% of rthm(now trmr) for years, have been selling down and now hold around 40% less than they did during the previous US Election in 2016?
Is it a coincidence that Shares on Loan have been increasing since the CEO sold a 1/3 of his holding in Dec?
According to Euroclear, Avg Shares on Loan (SoL) increased again in April.
They have now increased every month since December.
Sep 1141573 0.92%
Oct 1547922 1.25%
Nov 1457233 1.18%
Dec 1265065 1.02%
Jan 1382006 1.11%
Feb 2158481 1.74%
Mar 2941789 2.37%
Apr 3026422 2.41%
Free to register
https://www.euroclear.com/en.html