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I filtered stt1 and then seem to have made a hash of it.
RE- his commentary hoping that the fall of Sizmek spells doom and gloom:
The Sizmek fall is not the canary-in-a-coal-mine moment for the industry that so many seem desperate to happen.
Whatever happens next with Sizmek, it won’t sink ad tech. Ad tech has issues, but money management is a perennial problem. Maybe payment terms and conditions get tightened. That’s a good thing, not an end-of-the-world incident.
Rocketfuel was the straw that broke Sizmek’s back. Vector overpaid for it at USD$125m (£95.6m). It then underestimated the resources and cost required for RocketFuel’s integration. Add into that the cost of managing programmatic supply, and you can see how Sizmek ended where they did.
As per usual stt1 tries to blow events out of all proportion - shame that he seeks to search for negativity.
It must be like looking for a 20ft needle in a haystack.
Come on Tap , we must be due some news on how the integration with RTHM is progressing
Is it just Tap or Gold Tap with lots of cream on top/tap.
.
No, if you filter a person, you can see who you have filtered. If you decide to 2unfilter2 them, then you just go into filters and allow the availability of these posts again.
Tricky Dicky,
I had stt1 on filter. But, was advised to unfilter him / it /her. But after the constant stream of negativity etc I have put him/ it/ her firmly back on the filter button.
If I ever wanted to read one of it/his/hers posts, I could simply unfilter when all the posts come back, or simply look at posts without signing in which means you can still read all the posts.
Tricky,
"It is not generally thought that the fallout from Sizmek's filing for Chapter 11 will affect other ad tech companies."
As per my earlier request, have you had any luck finding the article where it states what you are saying about Sizmek?
Or was it your opinion posted as a statement...
This article is only couple days old - another article which mentions Sizmek...
"A number of prominent ad-tech companies like Sizmek, DataXu and OpenX that scaled on the rise of display and mobile advertising are now grappling with layoffs, bankruptcies and difficult pivots into areas like OTT as Facebook and Google cut into startups’ business. Forrester Research predicted venture capital investments in advertising and marketing-tech firms would drop 75% this year due to incoming privacy laws and regulation."
https://www.businesstelegraph.co.uk/its-a-contrarian-take-a-prominent-ad-tech-veteran-is-pumping-money-into-advertising-and-marketing-companies-even-as-the-industry-faces-doom-and-gloom-business-insider/
Typing filters - I don't see a list of who I am filtering or how to un-filter.
Is this filtering permanent then?
Thanks
Thankfully I'm not easy offended.
Great factual post from Tardis earlier today.
Good post Tardis! I'm sure you could do the same for EBITDA and it would show a similar pattern
I wont be adjusting my filters
This message has been filtered, please adjust your filters to view
From STT today a little earlier
“Have you noticed that since you filtered me a couple of years ago, rthm sp has collapsed from around 500p to around 115p”
Stt is always ready to highlight the weakness of the R1/TAP share price and use it as a leverage and justification for all kinds of comments that he makes.
Here is how his hypocrisy knows no bounds
Here below is his post on the TLY share forum (share that he holds and has crashed miserably)
14/5/2019
14:50 "I'm cool about my holding and the share price movements don't bother me as I'm not trading.. Just clarifying your complete lack of understanding about what TLY do..."
So it’s a disaster for TAP share to experience weakness and drop but He says its NOT a problem at all with TLY share dropping and he is fine with it !!
This is who we are dealing with here guys.
Eddie
_________________________________________________________________________________________
STT- Have you considered sending the Sizmek Chapter 11 case information to Tosca, Shroder or R&M ?
Spare them poor buggers a thought too
Anyway he doesn't understand the industry, SSP/DSP operations or competitors to Tap's offering and just bangs on about non-competitors to R1, their success or failures.
That's really not helpful to anyone's understanding.
Why should I play second-fiddle and fill him in on his mindless questioning?
Rusty,
"will NEVER post anything remotely positive."
It's a BB. What's stopping you or anyone else posting bull or bear posts? It makes for a better understanding of the company and industry if posters post the bull/bear points - the company/industry stats/newsflow...
Just posting bullish posts helps no one but traders...
Have you noticed that since you filtered me a couple of years ago, rthm sp has collapsed from around 500p to around 115p (rthm equivalent). Do you think P&G demands for transparency followed by the ever increasing Industry Challenges had an affect??. Finncap's note showed that rthm's fy2019 revenue expectation has been massively reduced... That wasn't a surprise to me...
Please post up some bull only comments from the company or industry...
Everyone should form their own opinion.
Tricky, I would advise you filter stt1. If you ever then need to read his constant drivel , you can then always log in without signing in.
Otherwise his/hers/its posts are hidden so his posts become irrelevent.
I would strongly recommend this approach to all investors and it is well clear he/it/ she whatever has an agenda and will NEVER post anything remotely positive.
The more people filter him/it/her the less relevent their posts become.
One sad sad, individual with an agenda.
Tricky,
"It is not generally thought that the fallout from Sizmek's filing for Chapter 11 will affect other ad tech companies."
Can you please post where you read that or was it your own opinion?
According to this article, Sizmek is only the tip of the iceberg...
"The company’s difficulties highlight deeper vulnerabilities in the ad tech ecosystem and how it is structured, according to ad tech sources. News of layoffs at other vendors such as mobile ad network Verve, and demand-side platform DataXu in the last few weeks, have compounded that fear. The moves have prompted further industry talk around who in the industry has potential unsustainable debt loads and whether ad tech investors are becoming more jittery. Some, like Zach Edwards, founder of analytics firm Victory Medium, are even drawing analogies to the collapse of the mortgage industry during the financial crisis. Many publishers are resigned to the fact they will likely be left holding the bag with bad debts, albeit not at a scale that could severely damage them, should Sizmek default."
https://digiday.com/media/tip-ice-berg-sizmek-saga-spells-trouble-ad-tech/
I don't intend to waste any more of my time on his arguments based on backward-looking and false premises.
Que será, será
Taptic revenue in US Dollars
2013 - 43.1 million
2014 - 63.1 million
2015 - 75.8 million
2016 - 125.8 million
2017 - 210.9 million
2018 - 276. 9 million
Not exactly the figures of a failing company.
I thank all of you guys who try to counter Stt’s comments, but sadly he is either a sicko or is being paid to talk the company down. Without doubt he is the most disgusting piece of filth on this board. It makes you wonder why admin don’t ban him.
Aha, so you wrongly addressed myself with the following comment:
"Why you think it's ok to compare TAP's revenues/pe to The Trade Desk or Rubicon?"
When you now admit you addressed someone called 'Tardis' instead.
We all make mistakes - no harm done.
I don't remember Tardis or Biffa and can't be held accountable for their thoughts.
As for full stack:
https://marketingland.com/taptica-acquires-rhythmone-to-bulk-up-programmatic-video-ad-capabilities-increase-focus-on-ctv-256370
It is not generally thought that the fallout from Sizmek's filing for Chapter 11 will affect other ad tech companies.
Onwards and upwards.
Aye.
Tardis,
"The comparison is valid. Nobody is saying they have exactly the same business models. "
There you go, Tricky, comparing revenue/pe with companies using a completely different business models. It is not a valid comparison...
However, Industry Challenges facing either side of the ad tech model is perfectly valid as those challenges still apply because DSPs/SSPs partner with other DSPs/SSPs.
eg rthm partnered with DataXu, a competitor DSP. rthm partnered with Sizmek.
They are all in the adtech sector. End of. The comparison is valid. Nobody is saying they have exactly the same business models.
And nobody is fooled by your endless waffle about ‘full stack’ being a fatal flaw in the business model.
You bought at £20 and sold at 50p. That’s your problem.
Tricky,
On 3rd May, I challenged Tardis when he compared TAP's revenue/pe against The Trade Desk and Rubicon, because he and others don't compare like for like...
I've also stated on many occassions that rthm run a 'full stack' and companies like The Trade Desk, Rubicon, Telaria etc do not.
It's strange how you opt to keep quite when those comparisons from Tardis, Biffa are CLEARLY misleading...
.
Let's see how long it takes for the fallout from Sizmek's filing for Chapter 11 to affect other ad tech companies...
Let's see what exciting company/industry stats/newsflow comes along next...
One has to wonder what those poor multi-billion dollar institutions who have been snapping up R1 and are currently buying TAP shares would feel when they suddenly get to hear about the Industry Challenges.
How ignorant they all must be to Keep on buying heavily on weekly basis now against all those News Flows and Expected Consequences.
"Like everyone else, you're entitled to your opinion. But you're far off the mark."
Which is what exactly?
"Did you read that Finncap reduced rthm's fy2019 revenue forecast by a massive amount, as expected."
Finncap state that RhythmOne trading for the YE March 2019 was below expectation, but under Taptica’s management the combination nevertheless represents an excellent opportunity going forward.
"So explain your view on how DSPs/SSPs work.
Who are TAPs competitors?
What are the Industry Challenges for TAP?"
If you don't know then you should not be posting - I've already asked you to compare Tap with competitors and you don't know who they are, instead you choose to compare Tap against ad-tech companies with different business-models operating in different areas.
"Why you think it's ok to compare TAP's revenues/pe to The Trade Desk or Rubicon?"
I have never said any such thing, that was your own promotion.
"How would Industry Challenges like ITP, Move to fewer DSP/SSP, move to fee transparency, affect TAP?"
I've already explained that DSP/SSP issues can't be compared if you only cite companies that are not competitors.
Let's see if you can address my concerns that you are unable to compare and contrast Tap with named competitors.
Tricky,
Like everyone else, you're entitled to your opinion. But you're far off the mark.
Did you read that Finncap reduced rthm's fy2019 revenue forecast by a massive amount, as expected.
Previously, I've said that 2017 was the NEED for Industry Changes, following Methbot and P&G's demands for transparency and 2018 onwards the CONSEQUENCES of those Industry challenges.
Then TAP published that they had Industry Challenges in 2018... ;-)
So explain your view on how DSPs/SSPs work.
Who are TAPs competitors?
What are the Industry Challenges for TAP?
Why you think it's ok to compare TAP's revenues/pe to The Trade Desk or Rubicon?
How would Industry Challenges like ITP, Move to fewer DSP/SSP, move to fee transparency, affect TAP?
Let's see what company/industry stats/newsflow you can come up to explain the current mcap...
Shares on Loan rose significantly last month, let's see if it continues to do so next month.