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In the meantime, Schroders increase their stake by a further 1.5%
A good weekend all
Max,
Agree, there needs to solid evidence of company performance. There still isn't any evidence of rthm's fy2019 (March 2019) results.
As with the past few years, the company/industry stats/newsflow should help...
The events at rthm/TAP have been questionable and the previous rns haven't provided any real clarity..
After the merger, the sp went up after the buy back was announced but failed to maintain that momentum...
The very quick strong recovery from the lows of 3 days ago is the way the market react to oversold share with no merit for it,and like I said before things can only get better although on much slower pace from here at least untill we get further evidence of the company performance.
You mean you lost a packet and as a result have a personal vendetta which consumes you on a daily basis?
Sad.
Pottery,
"You have consistently viewed now Taptica negatively, which lately, would be moreso correct I'll give you that."
I have posted rthm/TAP company/industry stats/newsflow...
The events for a long time at rthm, pre-TAP merger, and now at TAP have reinforced the view that things are not as they seemed.. and investors are now asking those same questions about rthm that I raised questions before.
You read it here first
That's reassuring, pottery.
Re- Uber, I suspect they would not dare to sue bigger players over flimsy and contentious complaints or heavy-weight lawyers would cripple them senseless.
Hence the suggestion by Tap to vigorously defend themselves.
A storm in a tea cup I said on the day of the big drop.....(and backed it up by adding few....)
Yesterday AGM statement although with not too many details was positive enough IMHO, and certailnly not backing the current SP weakness....we will need further evidance to support significant recovery,but I fully belive things can only get better from here. not least LTH deserve.
When a company releases a series of disappointing announcements like Taptica have this year, each one causes a drop in the SP. The SP then ends up at a point that bears no resemblance to its fundamentals. 83p was that point, and offered an excellent entry point for any investor who didn’t get swept up in the hysteria. For existing holders it is a test of nerve not to sell at the bottom.
I’m pleased that management have extended the buyback as it shows they also believe these are bargain basement prices.
As in potentially game-ending? No not that I can recall. Uber could have easily been game-ending from face-value. I don't share your overblown doomsday scenarios stt. I have read numerous numbers of your comments, the use of capitals to highlight words out of context smells of desperation (not to mention the repeated posts). With a peppering of understandable critism which I can agree with, however. The mark of a compromised view of things in my mind is holding an unbalanced view, not conceding areas where the alternative view maybe better than yours, which it inevitably will be at times. You have consistently viewed now Taptica negatively, which lately, would be moreso correct I'll give you that.
And to your second, maybe. I've finally had the impetus to go through the process of setting up an account here...so can't say for sure
I won't filter u out stt, as much as you are a pain to read sometimes you serve your purpose as a devil's advocate in my mind.
STT-
You are quick to point out what other posters should or should not have been doing against the back drop of the R1/TAP SP slide.
Perhaps you can share with Pottery your OWN investing experience at Totally Plc ?
Were YOU not YOURSELF paying any attention to any of the reputational damage through misguided share placings, counter productive RNSs, and other Industry News Flows at Totally plc over the last few years?
Perhaps before you taunt other posters here with your loaded comments regarding R1/TAP you should have a good look at your own investment track record !
Eddie
Pottery,
"My initial reaction to it forced me out of the woodwork after that dreadful RNS, since then I've calmed down"
You bought 5 yrs ago but haven't posted... did you not see any dreadful rns from rthm/TAP over the past 5 yrs!! Did you not see any reputational damaging comments/actions/rns over the past 5 yrs?? even though there's been lots of events/rns/actions/ownership changes/M&A etc... and court cases...
As you now claim to have calmed down, do you intend to stop posting again until you see another reputational damaging rns?
Brassneck and JAdam - brilliant posts.
Yes, I am a shareholder. Bought it in after declining revenues from Edelman report had stopped I believe.
Are you invested here pottery?
In terms of reputational damage yes, reputation is everything in industry under heavy scrutiny for fraud. My initial reaction to it forced me out of the woodwork after that dreadful RNS, since then I've calmed down... believe what u want, it is the truth
potteryexpert,
You quote a similarity of the Uber case to Edelman's as a reason that you couldn't help yourself for suddenly coming out of the woodwork.
Pull the other one!
FYI John Rosier also writes for the Investor Chonicle (published by the Financial Times)
Given all the accusations of multiple ids flying about, you may not believe me but...I've been a silent reader of this board alongside advfn for a while, and only just now have started to post solely due to the Uber law suit. It genuinely worried me (seemed like Edelman again) evidently like a lot of people so I couldn't help myself
Potteryexpert,
Since you've invested for 5 yrs since Blnx days, you would know the full story here since the 2014 blog... blnx --> rthm ---> TAP..
As a matter of interest what id did you use on the different BBs before your current one?
Anyone at the AGM share any details pretty please?
I agree Safi, Tremor/Yume will be and is the inevitable cash cow (this is the main reason for my continued hope). Calling them forward with delivering bad news is too generous in my mind, they have been vague to the point the only thing that could make you view it negatively/positively is waking up on the wrong/right side of bed.
Changing the name just after being accused of fraud related activities would seem damning to any potential client in my mind (if they bother to notice that is).
Item,
I used to be on it 24/7 as I had my whole family investment with II.
Since the "improvements" I now don't ever visit.
It is the most unfriendly site ever and most of the facilities (eg charting) I used to use are now utter rubbish!
Sorry can't help you with II, can only suggest try elsewhere.
Seems to me that there is no such thing as a free lunch... you just have to pay for a service that suits you.
JR
Discussion Board ! Sorry to post this off topic , but out of pure frustration at repeatedly trying to work this out since "the change for the better " (as III is my trading platform also) does anyone know how to use/make sense of it ? its got me beat !
Sorry to post this off topic , but out of pure frustration at repeatedly trying to work this out since "the change for the better " (as III is my trading platform also) does anyone know how to use/make sense of it ? its got me beat !
For a trading update I would say it’s decent enough, of course you have to take their word about the predictions which is hard to do considering recent events
Despite the awful current SP, the merger with Taptica pretty much saved the investments of myself and other R1 shareholders...we got 50% of an actually profitable and well run company, with what might be a decent shot of making it big (and giving us a decent return). Some of TAPs competitors are loss making and valued at multiples of the current MC. How does that make sense?
Can we trust the current management’s predictions? The company reiterates an expectation to produce impressive profits this year, but how is that possible if they have just taken on board a loss making company and half their business is also declining. Is the Tremor division really doing that well?
The other main unanswered question is client retention and future growth potential. Judging by the name change I think mobile apps will continue to shrink and going forward they will focus on video advertising. This is a decent game plan, I just wish they would be more upfront with cutting loss making revenue
Considering their forwardness so far in delivering bad news, I am willing to give them the benefit of the doubt for now, so long as they demonstrate Tremor continues to grow (it looks like it has the legs to become a cash cow)