Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Please Sir, I want some more.
https://investors.tremorinternational.com/video-library
This company seriously going places.
STOP PRESS - just looked in today. Thanks for the comments and post upticks. The video is there now on a page refresh so it must have been put back up! Enjoy if you missed it!
https://www.tremorinternational.com/blog/
It was removed, probably an edited version will be uploaded...I didn't see it... they must have info on financials that shouldn't have been released....also mgni earnings date 23 February.
Okay, don’t know why but I’m not seeing a video anywhere in that blog page. Searched the rest of their site too. Where is it?
Agree SNN. The master plan is to create a service that makes the sale of CTV and streamed media inventory easy, enticing, controllable, flexible and profitable. To this end, the acquisition and integration of Spearad is a gamechanger. And when VIDAA kicks in, in May, it will provide a platform from Tremor that is user compelling, attractive and visionary.
https://www.spearad.com/
https://www.spearad.com/pr1
Watched the video again. Must be the most informative and detailed explanation of what Tremor does in its entirety, succinctly delivered and a massive confidence booster in light of the share price. A clear forward vision from a company which knows its market. Having listened to various presentations and conferences of late from Magnite, Perion and Pubmatic, I would say that Tremor is the one most ahead of the curve in CTV, and by a wide margin.
One point to mention I have picked up from a number of these conferences is that at the moment about 80% of CTV is sold directly by media companies to advertisers, by their own sales force (called upfronts) and only 20% is sold programmatically. Hence, the press comments about CTV inventory being limited. The CTV market for Tremor will grow as this percentage split is set to reverse over the next 3 - 5 years - most will become programmatic. As well as the continued shift from linear to streaming. Hence, the growth profile for Tremor is much, much larger than I had previously realised. The blog video also alludes to significant international expansion in 2022, off the back of the Vidda deal and SpearAd acquisition.
I now feel I 'get' what I am invested in here, which to be fair I have been missing for the last 9 months or so - not helped by poor investor relations. I am aware that I will be not the only who thinks this way, including the analysts who cover the sector, given a lot of their questions at recent conferences. The market has doubts about the viability of business models in the sector, which is contributing to the share price slides. This blog video clears all my doubts.
I think it was the Dog who once posted that we may be invested in an absolute monster here - I now fully concur. 3, 4, 5 years out, this could be huge. As with all new technology and trends, the SP will be volatile along the way, as confidence and doubts ebb and flow, over perceptions of the future. 2022 should be another year of substantial growth for Tremor - lots to look forward to!
Apology and correction, SSN = SNN.
Further to SSN's post ...Tremor relaunch as 'New Tremor International'....See the Video within the BLOG. At 13.47 mins in...Spearad is already fully integrated into the UnRuly SSP and at 14 mins in, see Tremor's New TV Market Place proposal.
Https://www.tremorinternational.com/blog/
Tremor at it again - website changed again.
Blog and video here - https://www.tremorinternational.com/blog/
BTW, at a value of 506p per share, the ADR units should be trading at $13.7414, given the current exchange rate.
The ADR units are currently bid $13.97 X ask $14.10.
The NASDAQ is down 2.11% atm.
Hey Mal,
No offence taken. None at all.
As a matter of fact, regardless of the fact that I am still angry about the obscene pay package and mgt. going woke with regard to censoring free speech, I took the opportunity provided me this morning (my time), to add another 661 ADR units in my tax free retirement accounts at $13.97. (The reason for the odd number is due to the fact that's all I had to invest, it is all I am legally able to contribute for 2022.)
I've now watched the Needham presentation three times, for both PERI and TRMR, twice for MGNI, comped the numbers between those three, plus PUBM, TTD, CRTO and ATY, and came to the conclusion that the best value of these was in TRMR, so I was very happy to see today's selloff, which I consider an opportunity.
If longs here feel as I do, and we are correct regarding our prospects on a fundamental basis, these moves down are totally meaningless. They are nothing but white noise, and they provide an opportunity to add more, or so I strongly believe.
Of course nobody knows what tomorrow may bring; we can all use a little luck as well as good fundamentals.
With all due respect to Gdog it was a welcome relief to us AIM shareholders to see the Nasdaq closed yesterday, so we saw a nice rise by 30p. Sure enough within minutes of the US market opening we again see the hundreds of 100 share trades bring the price down from $ 14.55 pre market to $ 14.02 as I write. When will this short attack ever end ?