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The only thing that has burst is our Village Idiot's ability to cope with reality.
Bru
" rather you have dig a post you wrote ages ago and waited for an article to prove your unfounded points."
I initially expressed my opinions on the Ad Tech bubble, giving my reasoning, in Jan. Obviously, post that comment, is when there would be any evidence whether the opinion was correct or not. There was no point in saying in Feb that the bubble has burst, as odd movement up or down doesn't prove a trend.
However, over the past few weeks there has been increasing evidence to back up my opinion that the bubble has burst.
Looking at the US Peers:
US Peers down around 45-60% since peak.
Pubmatic $69.92 1st March, now $35
Perion $25 2nd March, now $14
Magnite $62 12th Feb, now $25
The Trade Desk $903 22nd Dec peak, now $496
Magnite is down over 60%
Wasn't Magnite the company which was used as the read across to trmr?
I think those 50% falls across the board within a 2-3month period are evidence to back up my stance made in Jan/Feb the ad tech bubble and it's going to burst. So the substantial sp falls were as expected.
Shares go up and down, but that provides opportunities.
Some people can't handle reality.
Oh forgot - ;-). ;-)
"Bubble..." - of course in your dictionary the word "slowdown" = "bubble". Of course you have carefully decided to pick the negative side of the story of ONE whereas there are another 49 with bullish opinions. Furthermore, Cgroup mentioned to buy Roku - that is CTV? Of course that is not worth mention, rather you have dig a post you wrote ages ago and waited for an article to prove your unfounded points.
Needless to say that you believe the Trmr stock is not worth a penny, well you have been saying this since the R1 days and look where we are today.
Awaiting the latest article you can scavenge from the .net - you are good at it so keep scavenging
Facebook & Alphabet shares join in the ad tech sell off.
Ad Tech slowdown after the hotly contested US Election..
As expected.
Bubble...
;-)
Alphabet, Facebook Drop as Citi Warns of Ad Growth Slowdown
https://finance.yahoo.com/news/alphabet-facebook-drop-citi-sounds-155942412.html
Despite reporting strong results, The Trade Desk shares are currently down a further 25%.
Magnite currently down a further 20%.
Pubmatic currently down a further 17%.
The gains were made during the hotly contested US Election. As I mentioned the same happened during 2016-17 during the previous US Elections.
Rising on bullish comments and falling on events.
As expected.
Questions surrounding Programmatic, which should lead to the bubble bursting, as mentioned in this msg stream. as expected.
For any new posters on this board, I’d just like to bring to your attention that STT1 has held a vendetta against Tremor and its previous forms for over 10 years. His current patterns of post will follow the same basic format:
1. Constantly state his view that the ad-tech bubble will burst.
2. Use data from the past from the businesses Tremor have acquired and are no longer relevant to the business in its current shape.
3. Ask posters if they are prepared to load up at £x price (none of his business)
4. State that the CEO sold 1/3 of his share
5. “Despite the US elections....”
6. Use cut and paste articles from the past to try to support this diatribe.
7. Try to profess that posters should consider both Bull and Bear posts (even though he hasn’t made one Bull post on Tremor, and it’s previous guises in over 10 years)
More CTV ad tech fraud exposed. Adding to the ex-COO of rthm(now trmr) concerns over Ad tech fraud following the money.
"SneakyTerra" CTV Ad Fraud Scheme Revealed; Adwanted Acquire Mediatel Shares
https://www.exchangewire.com/blog/2021/03/08/sneakyterra-ctv-ad-fraud-scheme-revealed-adwanted-acquire-mediatel-shares/
As the ex-COO of rthm(now merged with trmr) said a couple of years ago, "Fraud follows the money".
For someone who worked within ad tech as a Chief Operating Officer for years, he would know what goes on.
CTV fraud discovered since Dec.
"Trust in an Ad-Supported Internet is Eroding.
Fraud Follows the Money
http://www.adotas.com/2019/01/2019-ad-predictions-cmo-doubleverify/
Fraud discovered recently
Doubleverify have discovered more CTV fraud. This is likely to call for another round of calls for transparency and possible pulling back of CTV spending by advertisers, as it did in 2017.
CTV Fraud Scheme Costs up to $50m
"Discovered by digital media measurement and verification platform DoubleVerify, the scheme named ParrotTerra is estimated to have cost advertisers between USD $30m (£21.7m) and USD $50m (£36.1m) in stolen spend."
The fallout from ParrotTerra will no doubt amplify calls for greater transparency across the CTV supply chain, and more comprehensive solutions for tackling bad actors."
https://www.exchangewire.com/blog/2021/02/10/bloomberg-media-aspires-for-100m-from-consumer-subs-ctv-fraud-scheme-costs-up-to-50m/
Oracle Exposes Largest CTV Ad Fraud Operation Ever
https://www.oracle.com/news/announcement/oracle-exposes-ctv-ad-fraud-operation-121720.html#:~:text=The%20StreamScam%20operation%20exploited%20flaws,3%2C400%20unique%20CTV%20device%20models.
Following the Methbot fraud, a lot of companies with ad tech ecosystem had to adapt, evolve or die.
As an example, Sizmek, also offered CTV, filed for Chapter 11 bankruptcy.
https://digiday.com/media/tip-ice-berg-sizmek-saga-spells-trouble-ad-tech/
I think US is in an ad tech bubble and will burst. I'm keeping an eye it and the following:
watching Ad tech companies:
1) Investigations and changes to ad tech model, especially gdpr/ccpa/privacy and rtb, increasing industry challenges this year.
2) investigations into Ad tech fraud
3) court cases affecting ad tech companies
Should hear about more court cases this year.
Any major negative newsflow and the ad tech bubble can burst.
????
He’s in far too deep to accept. Just amusing to see quite how much of his nose he has managed to cut off to spite his own face!!
gdog, it is indeed, but it's also the hardest....with some it can ages, and others are forever in denial.....:-)
I believe acceptance is the first step on the road to recovery.
If he will finally accept he needs help I will be the first to donate if we start a collection here....:-)
...you forgot to mention
22 M provision in the B/S!
Surprised there was not comment on Tremor RNS! It will come, it will come! Of course don't expect a flourishing report!
For any new posters on this board, I’d just like to bring to your attention that STT1 has held a vendetta against Tremor and its previous forms for over 10 years. His current patterns of post will follow the same basic format:
1. Constantly state his view that the ad-tech bubble will burst.
2. Use data from the past from the businesses Tremor have acquired and are no longer relevant to the business in its current shape.
3. Ask posters if they are prepared to load up at £x price (none of his business)
4. State that the CEO sold 1/3 of his share
5. “Despite the US elections....”
6. Use cut and paste articles from the past to try to support this diatribe.
7. Try to profess that posters should consider both Bull and Bear posts (even though he hasn’t made one Bull post on Tremor, and it’s previous guises in over 10 years)
stt1 - you are infatuated with your own opinions of a negative nature.
Consumed by irrelevant information.
Based on figures or statements that you misinterpret deliberately.
That's your problem, not ours.
You are fighting something in your life but it doesn't seem at all healthy.
Gino,
Have I touched a nerve?
1. Constantly state his view that the ad-tech bubble will burst.
BBs are better when posters can express their opinions. I think there is a US Ad tech bubble and back it up with reasons.
2. Use data from the past from the businesses Tremor have acquired and are no longer relevant to the business in its current shape.
It's up to individuals to decide what is relevant or not. I provide company/sector newsflow and back it up with links. Today's bear points were from today's results, so hardly old. There's a distinct lack of posts to do with today's results/company or sector newsflow.
3. Ask posters if they are prepared to load up at £x price (none of his business)
Several posters have been here since rthm(as blnx) were eq sp of 2800p. And during previous US Elections when rthm eq sp rose to 589p before the sp fell to around 100p.
If posters won't back their conviction and buy at these levels then why try and persuade others?
4. State that the CEO sold 1/3 of his share
The CEO sold 1.7m shares in Dec. He knows more about the business than anyone else. I think the CEO selling a huge chunk of his holding is a red flag. Others may disagree but that's my opinion.
5. “Despite the US elections....”
The US Elections were hotly contested, so therefore you would expect a huge increase because of them. Trmr state performance improved in H2/Q4 so it's more than a coincidence that performance improved at the same time as the hotly contested US Elections. Again, it's my opinion.
6. Use cut and paste articles from the past to try to support this diatribe.
I post company/sector newsflow and back them with articles/links. Anything which isn't backed up is speculation. What's stopping you or anybody else posting and backing up your posts???
7. Try to profess that posters should consider both Bull and Bear posts (even though he hasn’t made one Bull post on Tremor, and it’s previous guises in over 10 years)
What's stopping you or anybody else posting bull/bear posts. Everybody should read both bull/bear points and form their own opinion. It's their money.
For any new posters on this board, I’d just like to bring to your attention that STT1 has held a vendetta against Tremor and its previous forms for over 10 years. His current patterns of post will follow the same basic format:
1. Constantly state his view that the ad-tech bubble will burst.
2. Use data from the past from the businesses Tremor have acquired and are no longer relevant to the business in its current shape.
3. Ask posters if they are prepared to load up at £x price (none of his business)
4. State that the CEO sold 1/3 of his share
5. “Despite the US elections....”
6. Use cut and paste articles from the past to try to support this diatribe.
7. Try to profess that posters should consider both Bull and Bear posts (even though he hasn’t made one Bull post on Tremor, and it’s previous guises in over 10 years)
Following on from Methbot fraud in 2017, after which a lot of advertisers/publishers reduced the number of players they were using within ad tech ecosystem.
As the ex-COO of rthm(now merged with trmr) said a couple of years ago, "Fraud follows the money".
For someone who worked within ad tech as a Chief Operating Officer for years, he would know what goes on.
It seems he was right.
Look at the CTV fraud discovered since Dec.
"Trust in an Ad-Supported Internet is Eroding.
Fraud Follows the Money
http://www.adotas.com/2019/01/2019-ad-predictions-cmo-doubleverify/
Fraud discovered recently
Doubleverify have discovered more CTV fraud. This is likely to call for another round of calls for transparency and possible pulling back of CTV spending by advertisers, as it did in 2017.
CTV Fraud Scheme Costs up to $50m
"Discovered by digital media measurement and verification platform DoubleVerify, the scheme named ParrotTerra is estimated to have cost advertisers between USD $30m (£21.7m) and USD $50m (£36.1m) in stolen spend."
The fallout from ParrotTerra will no doubt amplify calls for greater transparency across the CTV supply chain, and more comprehensive solutions for tackling bad actors."
https://www.exchangewire.com/blog/2021/02/10/bloomberg-media-aspires-for-100m-from-consumer-subs-ctv-fraud-scheme-costs-up-to-50m/
Oracle Exposes Largest CTV Ad Fraud Operation Ever
https://www.oracle.com/news/announcement/oracle-exposes-ctv-ad-fraud-operation-121720.html#:~:text=The%20StreamScam%20operation%20exploited%20flaws,3%2C400%20unique%20CTV%20device%20models.
Following the Methbot fraud, a lot of companies with ad tech ecosystem had to adapt, evolve or die.
As an example, Sizmek, also offered CTV, filed for Chapter 11 bankruptcy.
https://digiday.com/media/tip-ice-berg-sizmek-saga-spells-trouble-ad-tech/
I think US is in an ad tech bubble and will burst. I'm keeping an eye it and the following:
watching Ad tech companies:
1) Investigations and changes to ad tech model, especially gdpr/ccpa/privacy and rtb, increasing industry challenges this year.
2) investigations into Ad tech fraud
3) court cases affecting ad tech companies
Should hear about more court cases this year.
Any major negative newsflow and the ad tech bubble can burst.
More on ad tech privacy/Google
Hey Google! So, What’s Next for Ad Tech?
The biggest company in advertising just issued a statement raising more questions than it has answers
https://www.adweek.com/media/hey-google-so-whats-next-for-ad-tech/
Pubmatic down -8%
Magnite down AGAIN -5%
Peri down -9%
1) Investigations into ad tech model should increase this year. These were postponed due to covid. RTB is centre to ad tech model and IAB's model is being questioned.
Data privacy legislations in 2020 and trends to watch out for in 2021
"Year 2020 saw a number of significant developments around data privacy legislations around the world. The pandemic-induced “new normal” has brought up new concerns around data privacy, making the case stronger for stringent data privacy laws in 2021."
https://www.geospatialworld.net/blogs/data-privacy-legislations-in-2020-and-trends-to-watch-out-for-in-2021/
2) investigations into Ad tech fraud
Look what the ex-Chief Operating Officer of rthm(now merged with trmr) wrote a couple of years ago. This was soon after rthm/yume takeover. 4 months later rthm merged with tap to form trmr.
Dan Slivjanovski, ex COO/CMO of rthm talks about fraud and transparency within the ad tech ecosystem...
"Trust in an Ad-Supported Internet is Eroding.
Fake news, digital ad fraud, and data privacy are pressing issues threatening the trust and confidence in an ad-supported internet. While advertisers continue to demand transparency of their partners downstream, even going so far as to hold budgets hostage, consumers who have enjoyed positive, emotional connections with their brands online‚¬are at risk of turning off due to privacy concerns. Stakeholders will expect even greater clarity and accountability in the quality of the online platforms and content that they invest behind"
Fraud Follows the Money
"Third-party verification has successfully reduced desktop digital ad fraud to low single digits.
Now, with mobile apps commanding more than 50% of a consumer's time online, advertiser demand for quality mobile inventory has swelled. In return, we've seen an 800% increase of in-app ad fraud. Expect that in-app ad fraud will continue to accelerate as fraud follows the money. Also, expect emerging premium, high-growth media types such as connected TV (CTV) to draw the attention of fraudsters‚ in line with sharp increases in budget allocation."
http://www.adotas.com/2019/01/2019-ad-predictions-cmo-doubleverify/
3) court cases affecting ad tech companies
Any major NEGATIVE newsflow and the ad tech bubble bursting.
More on Google/Privacy.
I think there is an ad tech bubble and it will burst soon. I'm keeping an eye it and the following:
1) investigations into Ad tech model, gdpr/ccpa/rtb
2) investigations into Ad tech fraud
3) court cases affecting ad tech companies
Any major negative newsflow and the ad tech bubble can burst.
**************************************************************
1) investigations into/changes to Ad tech model, gdpr/ccpa/rtb Privacy/rtb
Industry article:
What Google’s latest cookie announcement means for top ad-tech stocks, according to analysts
The announcement raised questions in the industry about future initiatives from ad-tech players.
Here’s what analysts said about the shakeout and what it means for Google and public ad-tech companies.
https://www.cnbc.com/2021/03/04/what-googles-latest-cookie-news-means-for-top-ad-tech-stocks.html
Has the so-called ad-tech bubble been truly burst, for any number of suggested (negative) reasons?
Journalistic stories have been predicting an ad-tech bubble for at least ten years.
Is it not more accurate to say that the momentum of huge leaps forward has been corrected by minor falls.
This is the landscape we operate in.
Anyone can jump up and down and declare a bursting bubble.
It is called journalism, which is also an advertising mechanism, i.e. paid for.
Magnite & The trade desk each closed down around 8%. Pubmatic down around 13%.
Magnite down from $61, the CEO sold $1.7m of shares, to $40 now - a fall of 30% since week Tues ago..
Seems to be a downtrend. Ad Tech bubble bursting!!!
Backing up my point about an ad tech bubble. - previously quoted, industry challenges - privacy
Author's opinion of Ad tech bubble.
"For some time now, I have stated that I believe the second dot-com bubble would be the paid ads bubble. Prior to this change, I attributed things like ad fraud, ad blockers, lack of control over ad placement and messy attribution for why this bubble would burst. When you combine all those reasons with Apple’s announcement and the deprecation of third-party cookies, which will make ad targeting more difficult, I believe this will be the beginning of the burst of the paid ads bubble."
https://www.forbes.com/sites/forbestechcouncil/2021/02/10/what-apples-privacy-changes-mean-for-the-tech-industry/?sh=6e4c64ad6944