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Apologies folks if you have already seen this.
Will the real stt1 stand up.
Worth another read.
Our resident antagonist stt1 has to date placed 23097 posts on the R1/Tap ADVFM thread alone. https://uk.advfn.com/forum/profile/sikhthetech
Following the takeover, the lse Rythmone records have been removed but that also ran into many thousands of posts.
Hardly the behaviour of a well person stt1.
Some time back I posted here a long list of posts from our resident antagonist. It had been extracted and compiled from the ADVFM board and collated courtesy of Barkboo. It was a ‘date and timed’ record of our resident disrupter’s stated purchases in Blinkx/R1. At that time back in 2014, he was openly telling everyone about his Blinkx share purchases at around £2.20 old money (£22 today) and that record showed that he continued to buy Blinkx all the way down to around 70p while at the same time telling readers that the sp was going to £3.00….here is one of them, 31 Mar'14 - 22:15 - 7309 of 13887, I disagree regarding the bid... currently still 300p possible," (that’s £30 in today’s money). The same record showed that he eventually sold a chunk of those shares a few years back for just 50p and the remainder of that R1 investment he sold at around 20p.
Our resident disruptor stt1 also invested heavily in Stanley Gibbons. Readers can look at the history of that sp over the last 5 years if they want a real good belly laugh but it is his latest flurry into Totally Plc that gives me the greatest pleasure. At the time when he posted this (see below) on the ADVFM bulletin board, the Totally Plc sp was around 72p, it is currently struggling to hold 12p and it is my reckoning that Totally will need further cash sooner or later in order to keep going. So further dilution on its way for Totally and with it another hit to the sp.
Now, with the above 72p in mind, this post from our resident stt1 antagonist was also copied from the ADVFM board…..
Totally. 2 Mar '14 - 16:40 - I've put my money where my mouth is... I've a huge amount invested and all in my ISA...
And now take a look at this post from him four years later on the same board…. clearly, he has forgotten what he said earlier….
stt1 and Totally. 03/7/2018. 12:39 savage, thanks... who was the investment company, buying in at 55p, so people know to avoid them....
It is most unfortunate, but this guy stt1 knows that there is nothing that can be done to stop the pleasure he reaps from aggravating everyone here and despite the fact that he has no record of successful investing he will continue to plague us with his ‘guidance’.
Personally, I scroll past all posts annotated with his name. It’s amazing how com
Apologies folks if you have already seen this.
Will the real stt1 stand up.
Worth another read.
Our resident antagonist stt1 has to date placed 23097 posts on the R1/Tap ADVFM thread alone. https://uk.advfn.com/forum/profile/sikhthetech
Following the takeover, the lse Rythmone records have been removed but that also ran into many thousands of posts.
Hardly the behaviour of a well person stt1.
Some time back I posted here a long list of posts from our resident antagonist. It had been extracted and compiled from the ADVFM board and collated courtesy of Barkboo. It was a ‘date and timed’ record of our resident disrupter’s stated purchases in Blinkx/R1. At that time back in 2014, he was openly telling everyone about his Blinkx share purchases at around £2.20 old money (£22 today) and that record showed that he continued to buy Blinkx all the way down to around 70p while at the same time telling readers that the sp was going to £3.00….here is one of them, 31 Mar'14 - 22:15 - 7309 of 13887, I disagree regarding the bid... currently still 300p possible," (that’s £30 in today’s money). The same record showed that he eventually sold a chunk of those shares a few years back for just 50p and the remainder of that R1 investment he sold at around 20p.
Our resident disruptor stt1 also invested heavily in Stanley Gibbons. Readers can look at the history of that sp over the last 5 years if they want a real good belly laugh but it is his latest flurry into Totally Plc that gives me the greatest pleasure. At the time when he posted this (see below) on the ADVFM bulletin board, the Totally Plc sp was around 72p, it is currently struggling to hold 12p and it is my reckoning that Totally will need further cash sooner or later in order to keep going. So further dilution on its way for Totally and with it another hit to the sp.
Now, with the above 72p in mind, this post from our resident stt1 antagonist was also copied from the ADVFM board…..
Totally. 2 Mar '14 - 16:40 - I've put my money where my mouth is... I've a huge amount invested and all in my ISA...
And now take a look at this post from him four years later on the same board…. clearly, he has forgotten what he said earlier….
stt1 and Totally. 03/7/2018. 12:39 savage, thanks... who was the investment company, buying in at 55p, so people know to avoid them....
It is most unfortunate, but this guy stt1 knows that there is nothing that can be done to stop the pleasure he reaps from aggravating everyone here and despite the fact that he has no record of successful investing he will continue to plague us with his ‘guidance’.
Personally, I scroll past all posts annotated with his name. It’s amazing how comforting
This individual is the complete scoundrel
anyway Tricky, you're ultra Bull... Nothing wrong with that...I have my doubts about rthm..
I've previously said I think rthm are worth 1/3-1/2 revenue which was based on the price some ad tech companies were sold at, eg Rocket Fuel..
I think the TAP revenue forecast for fy2019 is $495m.
1/2 revenue is $250m
1/3 revenue is $165m
Discounted placing, which was at 140p (current sp 135p)..mcap at around £175m (around $227m)
;-)
Stt Get back in the gutter you slimey creep.
Tricky,
Tackling ALL Industry Challenges should be part of any company's strategy and Fee transparency is ONE of those but is becoming MORE important...
"Tap bought R1 in part because of R1's track record on transparency"
rthm's TRACK record results - still showed years of losses...
revenue, cash, profit(loss)
fy2013 $198m $55.9m $17.4m
2014: start s: 2065p
fy2014 $247.2m $126.9m $12.2m
Jan 2014 Blog
July 2014 profit warning - following which revenues and cash fell significantly and profit turned to losses
2015: start sp: 260p
fy2015 $214.9m $95.7m ($20.8m)
2016: start sp: 165p
fy2016 $166.7m $78.4m ($92.3m)
2017: start sp: 385p
fy2017 $175m $75m ($18.7m) *(inc Perk acquisition q3 2017)
Nov 2017 - $100m secured credit facility arranged. SVB have first charge
2018: start sp: 280p
fy2018 $255m $27m ($13.8m) (inc Rad1 & Yume acquisitions)"
Compare rthm's losses to Rubicon Project, The Trade Desk results etc...
"CTV is where the market is going"
So was Sizmek heading towards CTV...they filed for Chapter 11 Bankruptcy a few months after this blog...
"Are you ready for CTV?"
https://www.sizmek.com/blog/blog-news/are-you-ready-for-ctv-trends-and-tips-for-advertisers/
Mr. Negativity thinks fee transparency is key and RTB, he never listens, even throwing DSP's and GDPR into the mix.
It is true that transparency is a hot topic but this relates to more than just fees (hidden or otherwise). It also covers other issues, such as ad fraud, traffic, measurement, and viewability.
Tap bought R1 in part because of R1's track record on transparency(as above) and Mr. Negativity then sought to chastise Tap for making announcements about recent integration, suggesting they were doing nothing new.
Druker said. “This acquisition isn’t about doing something new, it’s about reinforcing our offering together and growing the technology."
Did Mr. N. listen, clearly not, perhaps he never will.
YuMe, Tremor Video DSP and RhythmOne will operate as separate divisions within Taptica, whose core strength is audience targeting. CTV is where the market is going and Tap see a chance to create a major independent player in the field.
Roku, Dataxu, Amazon etcetera are already finding large audiences via connected/streaming TV.
more anon, no doubt!
Eddie,
"nothing to do with either Blinx and/or TAP"
I beg to differ..
As you can see from the link below, Hussain was the ANALYST AND INVESTOR CONTACT when BLINKX demerged from Autonomy.
Blinkx renamed itself to rhythmone, rthm.
Earlier last month TAP merged with rthm.
Sushovan Hussain was the Analyst and Investor Contact when Blinkx, now rthm, demerged...12 yrs ago...
ANALYST AND INVESTOR CONTACT: Sushovan Hussain, Chief Financial Officer
https://www.investegate.co.uk/autonomy-corp-plc--au--/rns/demerger-of-blinkx/200704301810458284V/
I think the events at rthm and the finncap note show that things were not quite right at rthm...
The 'new' BoD took over rthm in Feb 2018, after the rthm/Yume takeover....The old guard resigned.
Singer & Co, were the 'new' BoD. Just 6 months later, in July 2018, rthm filed this:
The company has warned:
"MATERIAL WEAKNESSES", "SIGNIFICANT" costs, "ADVERSELY AFFECT...OPERATING results..IN THE FUTURE.""
"D. Changes in Internal Control Over Financial Reporting
As a result of material weaknesses related to the ......."
https://www.sec.gov/Archives/edgar/data/1713721/000143774918014094/rhyth20180713_20f.htm
Page 43..
"SIGNIFICANT costs", SUBSTANTIAL MANAGEMENT TIME", "ADVERSELY AFFECT...OPERATING results..IN THE FUTURE."
"The combined company will incur significant costs and devote substantial management time as a result of becoming subject to reporting requirements in the United States, which may adversely affect the operating results of RhythmOne in the future. "
https://www.sec.gov/Archives/edgar/data/1713721/000119312517377843/d399085df4.htm
Then just a few weeks later, in Aug 2018, they signed the NDA to sell the company...
Sept 2018: Ed, CFO resigned with immediate effect
Nov 2018: New Broker and Nomad appointed
Dec/Jan 2018/9: rthm/TAP merger announcements...
Feb 2019: Mark Zorko, 2nd CFO resigns after just 5 months in office
Apr 2019: TAP/rthm merger completed.. Finncap note stated "Taptica’s management is only just now
getting full sight of RhythmOne books and operational business details. "
Finncap note also stated
"Following the YuMe deal, the FY 2019 RhythmOne revenue expectation was for $470m,
but in actuality the year now looks like seeing $250m of revenue – a substantial
downgrade DUE TO DIFFICULT CONSOLIDATION AND LITTLE INTEGRATION BEING DONE "
https://www.finncap.com/our-services/research
Imo, the reasons for the downgrade shows that Singer & Co found problems and the little consolidation was because they wanted to sell rthm asap...
Check the rthm history events for yourself.. It's all there...
And of course our friend Stt1 ready as always to try and imply SOMETHING negative from this for TAP.
Something going back over a decade ago and nothing to do with either Blinx and/or TAP, However Stt sees an opportunity to make a link between this ancient history event and what is happening in TAP now.
Laughable really
Sushovan Hussain, Autonomy CFO, sentenced to 5 yrs...
Hussain was CFO when Blinkx, now rhythmone (rthm), was demerged from Autonomy...
He was the Analyst and Investor Contact for the Blinkx, now rthm, demerger, 12 yrs ago.
"In summing up, Breyer stated that Hussain had been involved in a "methodological long-term pattern" of making false statements and added that Hussain believed that in a high-growth business, such as Autonomy, future growth would effectively cover-up any false statements. Breyer also argued that Hussain had used his position to corrupt "a number of innocent people", chivvying them into becoming a part of the fraud.
The US Department of Justice, however, had been pushing for a 12-year prison sentence, arguing that Hussain had a fortune of around $60 million waiting for him when he comes out of prison, gifted to him by Autonomy founder Mike Lynch. It likened Hussain to "a James Bond villain or a Mafioso" and described Hussain as "an especially dangerous criminal".
https://www.computing.co.uk/ctg/news/3075722/autonomys-former-cfo-sushovan-hussain-sentenced-to-five-years-in-jail
ANALYST AND INVESTOR CONTACT: Sushovan Hussain, Chief Financial Officer
https://www.investegate.co.uk/autonomy-corp-plc--au--/rns/demerger-of-blinkx/200704301810458284V/
STT- Can I suggest you also try some NEW tactics for trying to brain wash people on the BBs ?
All you are doing is to use any old excuse to repeat yourself over and over , hoping some of this Mud will eventually stick !
For God sake man, at least introduce some variety in your operation so maybe, just maybe it will look a bit more believable?
Eddie
Tricky,
"you can't understand really what is happening."
Read your posts.
I think you need to do some research on DSP/SSPs, the ad tech ecosystem... then Industry Challenges like move to fee transparency, move to fewer, GDPR, rtb, Sizmek, rthm as it's absolutely clear that you not sure what you're talking about.
Can I suggest you research rthm DSP/SSPs, Sizmek, gdpr, IAB, Apple's ITP, Fee transparency, The Trade Desk, Rubicon Project, ads.txt, etc and do some reading on the way Ad Tech actually works and the real challenges it faces?
I hope that helps with your research. I'll be happy to help you understand it a bit more.
Everyone should do their own research. Everyone should form their own opinion.
So why post your mention of RTB supremacy as the implied winners then? This is just clutching at straws.?
If you are suggesting that the companies you promote, on the back of x, y or z and now think that RTB supremacy 'does the trick' and are yet not able to provide solid and consistent returns, then you are in 'Alice in Wonderland'.
Clearly it is not just about RTB or anything else that you can lay your hands on and you can't understand really what is happening.
Tricky
" It was a report on a few selected companies."
That doesn't answer the question that rthm announced they were the 1st to be certified for OpenRTB by IAB and despite this they have failed to make a profit, their cash has been declining....
Rubicon Project has been doing well whereas rthm have not. Question is why? Fee Transparency? Singled sided operation within the ecosystem?
If Tap is so bad then why keep hammering away, unless you have an agenda to discredit them?
If Tap is so bad then why would you even bother?
Your circuit's dead,
there's something wrong...
Tricky-
Its one of STTs special talents , trying to use existing and often dated Marketing Material from anywhere he can and try and sell it to us as gospel
Bless his little cotton socks !!
numbskull - It was a report on a few selected companies.
It was not the top 10, it tells you nothing in detail and Rubicon were very late-stage RTB players, so you are just reporting whatever suits your agenda and something seems rotten about that!
Tricky,
Those were ALL before they merged with RTHM..
Here's another piece before rthm merged with TAP:
rthm was the first company to be awarded the IAB's OpenRTB Compliance Seal and OpenRTB Certification 2 yrs ago...
https://www.rhythmone.com/news/2017/05/16/rhythmone-first-to-achieve-iabs-openrtb-certification#Et1VXeJRzMb3KZyY.97
Despite that rthm has continued to make huge losses and have shown declining cash..
Since rthm published the OpenRTB award, their sp has declined from around 500p to currently around 115p..
Despite the awards, neither rthm nor TAP appear on the list I posted in my previous post...
Keep them coming Tricky and Eddie, it is so so nice, to have our resident comedian FILTERED.
Taptica claims to be the first company to combine optimization for direct marketing and real-time bidding, a feature that will reportedly allow advertisers to conduct targeted campaigns.
The first to combine optimization for direct media channels and real-time bidding (RTB) exchanges.
Awards:
For the years 2015 to 2017, Taptica was named to Deloitte's Tech Fast 50 list. At Digiday Signal Awards 2017, Taptica won Best Social Advertising Platform. In 2017, Taptica was listed as AppsFlyer's fastest-rising partner for installs and retention. In October 2017, Interactive Investor reported that Taptica led the list for "International Company of the Year" at the UK-based AIM public company awards and by 2018 the company ranked in the top ten across various categories and geographies.
Industry article on Real Time Bidding market...
Latest Research on Real-Time Bidding Market Top Players Shaping Business like Google, WPP plc, Adobe, Criteo Advertising, Facebook, PubMatic, Smaato, Yandex, Salesforce, Rubicon Project.
https://thewirenewsnow.com/latest-research-on-real-time-bidding-market-top-players-shaping-business-like-google-wpp-plc-adobe-criteo-advertising-facebook-pubmatic-smaato-yandex-salesforce-rubicon-project/7867/
Will the real stt1 stand up and guess what he did.
Why are you here as you don't own any shares and have no funds too purchase any as a result of your previous poor investment decisions across many companies including Totally snookered.
LOL- stt1.. sorry I couldn’t get back to you earlier!
Oh My- what happened to your resolve and willpower stt?
You said recently that you would never respond to my posts ever again !! didn’t last very long did it my little shorter friend! LOL.
I guess my last post with the link in to the world of Shorter/Basher behaviour touched a nerve with you ?
Was very close to home was it stt?
As for me buying more TAP/R1 shares at current levels ..YES . unlike you, I am a long term investor and will buy on dips, averaging down (incidentally, my average much lower than Tosca now). I have time on my side, I Can wait, I am in no hurry providing the rewards are there.. you see.. I love JAM !.
Also unlike you, I have NOT sold my shares at a huge loss like you did. My current loss isa paper loss and I am happy with the risk V reward equation here.
Incidentally, were you NOT paying attention to the Industry Challenges and News Flow at TLY as it crashed?
I guess you were too busy on R1 BBs weren’t you?
Have a nice day
Eddie
These buy backs are supposed to support the sp. Yet the sp is still below the placing price.
What will happen if the buy backs stop?
'This individual is the complete scoundrel'
I agree unequivocally!