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Yes!
Those that hold debt will need to service it - okay if they can.
So many names now with all the pandemic gains wiped out now, they have done the full circle. It seemed so obvious in hindsight with the pandemic and the hangover that would follow when all the stimulus run its course. What happens next will be fun to watch. Inflation, deflation ww3?...
Hopefully any buy back would help to cancel out the shares being issued to 'incentivise' management.....or at least a sizeable %.
Slightly annoying that cash is being used to counteract management options....couldn't they give long suffering investors even a tiny dividend?
Exactly why I have postulated that if there isn’t a deal to be done this side of the earnings report, (NDA and all that) then it’s best Tremor just get the next report out the door asap and announce a buyback alongside of it. It’s my view now, that in the absence of a deal, (merge, acquisition, takeover etc) a buyback is almost certain and necessary to support our sp going forward. Further, by reducing the number of shares in issue it has a positive effect on the p/e, and so, if that’s what’s coming, then I’d appreciate that Ofer Druker gets on with it, announce Tremor's intention to use a wedge of that cash we have on our balance sheet in support of our beaten-down stock and to maintain that support until such times as the tide turns and market conditions improve. It’s the only defence that makes sense to me right now, as things stand. Don’t hold for a late report like last time. Just get on with for heaven sake.
Qwerty - have a look in here - https://www.youtube.com/watch?v=OmoFgrhpb0Y&t=1s
Consider each share on its own merits. We are on target for eps of 80c for 2021, which is $1.60 per ads. So a PER of about 8.5. Suggests that the 'market' is expecting a significant drop in profits at TRMR in 2022 - Draw your own conclusions from your own opinion. Admittedly, the sp is very difficult to emotionally stomach at the moment.
The Fed is pulling back on Covid support measures that helped buoy the stock market.
They can't keep on dishing out help (and running up debt) forever.
The sharp rise in bond yields in recent days has destabilized growth and tech stocks.
Bonds affect the stock market by competing with stocks for investors' dollars.
Bonds are safer than stocks, but they offer lower returns.
The yield on 10-year Treasury debt rose to as high as 1.8% Friday, a record for the pandemic era and a level last seen in January 2020. It has risen all week, from 1.51% at the close on Dec. 31.
All three major U.S. stock indexes spent most of Friday in negative territory. The Nasdaq Composite fell as much as 1.3% and the S&P 500 lost as much as 0.6%. Those indexes are down about 7% and 2%, respectively, from their record highs. It makes sense because higher bond yields make future profits less valuable in current terms, a particular problem for fast-growing tech stocks whose prices reflect expectations for earnings that will flow in years from now.
Qwerty,
Covid has not ended anyway, new variants are mutating all the time.
Remote work and virtual meetings are likely to continue into the foreseeable future, albeit less intensely than at the pandemic’s peak.
E-commerce and other virtual transactions are booming.
You stated that a drop across the board was largely a result of a realisation that covid had ended and people would go back to work as before.
Not so, many companies have benefited from remote workers and have closed down costly workplaces.
Roughly three-quarters of people using digital channels for the first time during the pandemic say they will continue using them when things return to “normal,” according to McKinsey Consumer Pulse surveys conducted around the world.
The 'new normal' will not be the 'old normal'.
What do you not understand?
Someone tell me how my previous post shows I "have pigeons in the loft". ???
My posts are no different than all the other crystal ball gazing on here.
In particular - in my previous post I am talking about the wider market, and what is playing out. If you haven't noticed Tremor is quite correlated to growth/tech stocks that are getting destroyed and it seems until when/if we see a reversal there Tremor will go no where. So what I asked is why has this happened - is it the possibility of interest rates rising, end of covid etc...
This seems to be a bit more than your general pullback more so a repricing.
"You have pigeons in the loft."
=============================================
Oh, that must be annoying. I found this on the interweb:
"To remove pigeons in the attic, you have to find out how they are getting in. You can trap them, or potentially shoo them out with a leaf blower, or best of all, set one-way exclusion doors that let them out but not back in. Be sure to not leave any nests of young behind!"
Qwerty,
You have pigeons in the loft.
Amazing - every rally gets sold... this is definitely much more than just the possibility of the fed raising rates now. Heck the stock market will have collapsed before we even see 25bps. As I see it now I think this is mostly about the realisation that the new economy/stay at home stocks/ consumer behaviour here to stay etc etc. is not here to stay lol. You can see that with Amazon taking the brunt of the drop, even looking at netflix etc. Also look at TTD getting hammered. This could still be flop and I do actually think we will bounce but seems like a lot of people have been caught of guard with reopening.
Nasdaq closed 3.5% of todays highs and ARKK down over 6% of highs.Netflix down 16% after hours on earnings. Lots of pandemic stocks still coming back to earth and may be more to come. Feels very ominous.
A relief rally will come but the strange thing with this is that it doesn't even feel that we are near capitulation... this can go alot lower. Will be interesting to see how other earnings go over the next while.
Mgni sitting on 52 week low and both are trading in lockstop for last 6 months.