Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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whats your opinion of TAP?
Stevie,
I first bought rthm, as blnx, in 2011... therefore, I have more of an idea about rthm than TAP..
42Trader is a TAP holder, so hopefully he'll correct me where I am wrong..
TAP is a specialist mobile ad company.
They bought TremorDSP from Tremor (now Telaria) in 2017. They paid around 1/3 revenues... This fraction is interesting as several deals within ad tech have been around 1/3 to 1/2 revenues...
They are a FaceBook partner and have a large dependency on Facebook. FB suffered due to Data Misuse last year and as a result TAP suffered.
They lost their CEO recently - he resigned after reports that he lied about a company he sold, where he was CEO, 12 yrs ago...
Because of FB's data misuse and more recently losing their CEO their shares crashed.
I don't know if they have a history of missing expectations...I don't know about the other executives.
Perhaps 42Trader has anything to add to the above.
Tremor Video Sells Its Demand-Side Business To Taptica For $50M
https://adexchanger.com/digital-tv/tremor-video-sells-demand-side-business-taptica-50m/
The interesting point from that article is that
"Clients were also uneasy with Tremor servicing both the buy- and sell-sides."
TTD has also previously stated that it's success has been down to one side. rthm runs a full stack, which has it's own
issues..
As a mobile specialist they are ideally placed to take advantage of the mobile ad tech..
I don't know how dependant they were on FB.
Data Privacy is a big issue at the moment - GDPR, California Privacy Law...
TAP seem to be profitable.
TAP announced a $10m buy back..
Their last TU was vague - reminded me of rthm's vague TUs...Hopefully the merger document will clarify this.
I think both companies need each other, especially in this day of Data Privacy laws ...
'FB suffered due to Data Misuse last year and as a result TAP suffered'
Please back this statement up STT. Or is it lies?
'TAP seem to be profitable'
Stt, you mean TAP are profitable.
"FB suffered due to Data Misuse last year" - By "suffered" do you mean "posted record profits"?
Tardis,
"'FB suffered due to Data Misuse last year and as a result TAP suffered'
Please back this statement up STT. Or is it lies?"
Were you asleep when the Facebook/Cambridge Analytics Data Breach was made public last March?
https://www.theguardian.com/technology/2018/mar/19/no-10-very-concerned-over-facebook-data-breach-by-cambridge-analytica
The TAP share price fell from approx 400p to approx 300p following the Facebook news.
https://www.theguardian.com/technology/2018/mar/19/no-10-very-concerned-over-facebook-data-breach-by-cambridge-analytica
I wouldn’t read this one STT if I were you; might break you spirit.
Record Q4 results for Facebook surpassing analysts expectations (including STT’s seemingly)
https://www.google.com/amp/s/www.cnbc.com/amp/2019/01/30/facebook-earnings-q4-2018.html