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Big Daddy,
I had a plan. Too bad it didn't go as hoped. As Mike Tyson famously said: "Everybody has a plan until they get punched in the face.”
As the stock was selling off on no news since late last year, I was adding to my position with the plan of selling my expensive stock to offset capital gains I've taken during the year (in real property sales and stocks). The value was so compelling I kept on buying. This strategy works best if the share price comes up to the now lower average price you paid, that way you're not actually losing any Money but get to take losses on the expensive shares to offset gains taken elsewhere.
I've no idea if that's going to happen this calendar year (my average price of the ADS units is $15.33), but I can easily offset my capital gains by selling my expensive stock and still end up with a respectable position relative to the rest of my portfolio.
doggy - gotcha, if you are OW the share, i'd trim too. Their greeds is a **** take
Well, I will not be selling down on the back of this call. It's tough out there just now and under the circumstances Tremor didn't disappoint me to the point where I'd consider selling. I believe as VIDAA and Spearad bed in and Tremor monetise the benefits from those integrations from this quarter onward, together with the additional ad spend projected for two major events later this year, the FIFA World Cup (which Hisense is an official sponsor of) and the US mid-term elections, that jam should come during the second half of this year. I will be holding, at least until then.
Hey Daddy,
I am going to chill and lighten up. I have way too much of this mediocre company. Due to tax implications in the USA, I need to wait about 25 days before I can begin to reduce my position...but I shall be looking to any strong market days after my IRS 30 day wash sale rule is up to begin to lighten up.
basically the 16m stock based comp' is a killer.
we should all give them fire at the next investor call...
But they did make it happen in Q1? They beat their guide for adj EBITDA. Now legit issues can be raised with Adj EBITDA as the primary profit metric, but it is what they guide to.
TTM PE does not reflect any of the forward growth but fwd p/e do.
The miss is marginal but the company is still growing.
it's only Q1, chill and buy.
Meant to say we were deeper into Q1 when we gave Q1 guidance below.
Radium,
It's a top line miss. Period. The excuses are like arrrrholes, we all have them, and they all stink. Everyone else in the sector either met or beat their guidance, and we were the last to report Q4 and year end results, so we had better insight than any of the others because we were deeper into Q2 when we gave Q2 guidance.
Daddy mentioned forward earnings. That's fairy dust, it's not reality until they make it happen, and they didn't make it happen during Q1, so who's going to trust them during the current Q for Q3 and Q4? Not me.
13% top line growth is one thing in this sector: anemic.
Our ONLY saving grace is the fact that we're so beaten down in a bad market that our fundamentals on a TTM basis are still compelling. But mgt sucks, and they should be looked at with skepticism, or so I strongly believe. Just look at how out of touch they are with how they look at themselves with their obscene, rude, insulting pay packages. These morons are clueless.
These guys are a joke.
With the macro conditions as difficult as they have ever been during Tremor’s, (and this sectors) existence, these results and the Q2 guidance given, is good enough for me. Qtr1 is traditionally weak and so, in the prevailing difficult global circumstances we are operating in, it’s good to get through Q1 showing growth (yoy) along with similar guidance given for Q2. As VIDAA and Spearad bed in and we monetise the benefits from those, together with the additional ad spend projected for two major events later in the year, the FIFA World Cup, (which Hisense is an official sponsor of), and the US mid-term elections, it’s the second half of this year that I’m looking forward too now.
Hey Muz,
Our overpaid leaders told us, 35 days before the end of the quarter, that we'd have net revenue 'not less than 73 million'.
That was a lousy call. They were almost 2/3 through the quarter yet still couldn't get it right.
Overpaid is a severe understatement.
Finncap have retained their £17 price target
Mentions that the cost of scaling its higher margin self serve and PMP revenue has meant net revenue both actual and forecast is light plus some advertisers had postponed due to supply chain issues.
Muz,
Gallows humor...it's all we have.
It's ok, there was only $16m of share based compensation this quarter. Holds head in hands.
These guys need to return their PSUs.
This is not good. PERI is running circles around TRMR.