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Further to my opinion of an Ad tech bubble...
Magnite currently down 8% even though they beat earning.
https://www.nasdaq.com/articles/magnite-mgni-q4-earnings-beat-estimates-revenues-up-y-y-2021-02-25
All those doom posts....... yet he claimed to be invested in Magnite...... priceless
Ad Tech bubble.
Article on ad tech. The same industry challenges as did pre-covid and even more so now that investigations into ad tech business model are resuming.
"It’s as if investors forgot that ad tech is steeped in a lot of uncertainty right now.
Take Criteo. It’s valued now at $1.9 billion. A year ago Criteo’s stock crashed to a 52-week low after Google said it would block the cookies the ad tech vendor uses to retarget people in the Chrome browser. Google still intends to make its move sometime next year. And as it stands, no one has a viable alternative. Yet, Criteo is worth more today than it was a year ago."
https://digiday.com/marketing/ad-techs-latest-consolidation-wave/
Article on ad tech fraud
"Ad Fraud – The Hidden Way Ad Tech Is Stealing Your Ad Dollars"
https://www.business2community.com/cybersecurity/ad-fraud-the-hidden-way-ad-tech-is-stealing-your-ad-dollars-02387427
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 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.
2) investigations into Ad tech fraud
3) court cases affecting ad tech companies
Any major negative newsflow and the ad tech bubble can burst.
"CTV Fraud Scheme Costs up to $50m"
Thats chicken feed surely?
Vinniw
"Are you saying that every company involved in AD Tech is fraudulent?"
No, I never said that. When major fraud is detected within any sector, all companies within the sector are impacted, as was the case after Methbot fraud was exposed in 2016. P&G then demanded major changes to transparency, loss of trust, using fewer DSPs/SSPs, hence the M&A activity over the past 3 yrs.
This was an article which the ex-Chief Operating Officer of rthm(now merged with trmr) wrote. He has many years experience of ad tech model.
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. "
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/
and more recently:
And as I said can lead to major changes within ad tech ecosystems
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/
Ad Tech fraud should be investigated. Agreed.
Are you saying that every company involved in AD Tech is fraudulent?
If not, then what exactly are you saying?
Another investigation into lack of transparency with ad tech ecosystem.
The ACCC’s Ad Tech Inquiry explained
"There are also problems with opacity and pricing in the display ad supply chain. With all these extra suppliers taking their piece of the pie, it's difficult for advertisers to get a true sense of where their money is going. That makes it difficult to compare services and change supplier if they're not happy. And that's tied directly to the reduction of choice that we mentioned at the outset.
There's also opacity in the performance of the various suppliers, which has the same effect. Related to that is the (claimed) tension between data and privacy. Advertisers want more access to data to measure the performance of their suppliers and ads. Suppliers (mostly Google) say that they can't share more data out of concern for privacy."
https://www.lexology.com/library/detail.aspx?g=a92e8cdd-480f-44c0-b5ba-968f40c839de
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 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.
2) investigations into Ad tech fraud
3) court cases affecting ad tech companies
Any major negative newsflow and the ad tech bubble can burst.
stt1 is having his nose rubbed into his own backside on TLY.
I previously mentioned Methbot fraud in 2017, following 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 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.
2) investigations into Ad tech fraud
3) court cases affecting ad tech companies
Any major negative newsflow and the ad tech bubble can burst.
Further to my post about CTV fraud investigations. My 2nd point, as to why the ad tech bubble will burst...
2) investigations into Ad tech fraud within ad tech ecosystem.
In 2017, following the Methbot fraud discovery, P&G demanded transparency within ad tech, the consequences led to several industry challenges and advertisers pulling back spending.
Dan Slivjanovski has many years of working with ad tech and was ex-Chief Operating Officer of rthm, is now merged with trmr.
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/
The sp rise - I'm loving it.
Something is cooking.
Are you loading up??? I think you will find STT's pants are as his shorts get more and more out of the money. What STT does not realise is that his constant chuntering and continual referencing back to news that is some 3 years old - a very long time in business terms, especially given what we have gone through over the last year - is just white noise and people screen it out. I am sure that, amongst his comments, there is some sage advice and warnings for people to watch out for certain holes that appear in the sector (and are easily forgotten in an upsurge) but to just keep banging the same drum day after day, week after week, like some kind of kid with a favourite toy, just wipes out any real nuggets that might be in there. I think he would be better advised to say less, be more focused and stop cutting and pasting the same stuff all the time. It just clogs up this board!!
Are you loading up at £6.50++++??? Hahahahahaha
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
My 2nd point, as to why the ad tech bubble will burst...
Dan Slivjanovski has many years of working with ad tech and was ex-Chief Operating Officer of rthm, is now merged with trmr. His opinion..
2) investigations into Ad tech fraud within ad tech ecosystem.
The ex-Chief Operations Officer 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/
*******************************************************************************
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 newsflow and the ad tech bubble can burst.
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 newsflow and the ad tech bubble can burst.
**************************************************************
1) investigations into Ad tech model, gdpr/ccpa/rtb
Data privacy legislations in 2020 and trends to watch out for in 2021
https://www.geospatialworld.net/blogs/data-privacy-legislations-in-2020-and-trends-to-watch-out-for-in-2021/