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...hola folks, been away for a few days! I have work unlike Stt1 who keeps jumping from Advfn to LSE and has the whole time of this world and yet spends most of his time here! What a life.
Anyway, I am actually surprised of his latest comments - STT1 did your change your short to long bet? Amuse me please.
US pre-opening currently $18.39 or 665p UK.
There needs to be some news to break the vicious circle.
They desperately listed before H1 results.
Why have a huge discounted placing when they have $130m in the bank?
Given Tosca had been holding for years, I think they knew what had happened previously, hence their selling DAYS before the IPO.
Suggesting that you are Trading Tremor?!!!!
That’s got to be your funniest post yet ??????
Julian
" I think you expected it to continue spiraling down for a long period"
Where did I say that or are you making it up?
Last week the UK sp was over 800p, it fell around 20%. The US & UK prices will follow each other, up or down until there's news.
That is the problem with a dual listing, with AIM being the primary listing.
Investors anxiously looking at the US.
The red flags were obvious (to me). Tosca selling just days before the IPO and Shares on Loan trebling since Dec was a dead giveaway.
Whereas several were expecting a spike on IPO day.
My last trade at around 800p worked out well.
Best to trade than get caught out.
To quote your initial statement from Sunday "Friday's US close of $17.90 is eq to UK 649p, which is lower than Friday close of 660p.
Therefore, expect the UK to open lower. If the UK sp drops substantially the US will follow.
Vicious circle until the gap narrows closer to par"
In case you hadn't noticed the gap has 'narrowed to par' already.... and has actually been at par since Friday..
I think you actually meant a vicious spiral not a circle.. and I think you expected it to continue spiraling down for a long period, it must gall that it was at par already by the time you quoted that.
Julian,
The current pre-market is $18.47 which is eq to 668p.
What is the current sp, 668p?
The Uk following the US, following the UK, following the US.
That is a vicious circle.
Until there is news to break the circle.
That 'vicious circle' we were promised... shouldn't we still be spiralling down out of control? Or was it an empty promise as ever.
Tremor video posted a link to an interview the cso gave to a company called cheddar news. Firstly Why would you pick that name for a news company. It's on their twitter feed, don't know if someone has already posted it. I can't post links. Nothing new in it anyway.
Bru
"No Q2/H1 results. ----so what give them time."
**********************************************
The last fy audited results shows only 12% increase in revenues, despite the hotly contested US Elections and covid. Plus they include contribution from Unruly (2019 NIL) and rthm (2019 8 months). They also missed expectations.
Presenting just 1 qtr of results doesn't show growth.
Total net revenue increased by only 12% to $184.3 million (2019: $164.0 million). Only $20m!!
Adj Ebitda up only £100k(2019 $60.4m)
These figures include a full year contribution from Unruly(2019 nil) and rthm(fy2019 8 months)
""The Company traded strongly during 2020 as a whole, achieving a 12% increase in net revenues to 184.3 million (2019: $164.0 million), primarily driven by the performance of our Programmatic activities generating an increase of 30% to $161.6 million (2019: $124.2 million) as a result of our strategic shift to focus on our Programmatic activities as a key growth driver""
Check the table in the results - fy2020 inc full year from Unruly & Rthm.
Revenues up ONLY 2%
Net revenues up ONLY 12%
GP up ONLY 10%
https://www.tremorinternational.com/wp-content/uploads/2021/03/TRMR-Final-Results-100321.pdf
Q2 should be significantly higher than Q1, given that Q1 is normally a 'quiet' qtr.
Alphonso court case
********************
They haven't said there is NO impact from losing Alphonso, the data provider?
The impact won't be known for months.
"Shares on Loan increasing. -----means f....allll"
***********************************************
Shares on Loan(sol) trebled since the CEO sold 1/3 of his holding. Tosca selling DAYS before the IPO is questionable.
Who is lending out the shares? Is it Tosca, Mithaq?
"Huge placing. Offer closes Tues"
*********************************
Why do they need a huge placing if they have $130m in the bank. Is it for inventory payments? They did indicate 'working capital' so I think it could be. That raises the question of how much do they owe?
No Q2/H1 results. ----so what give them time.
Shares on Loan increasing. -----means f....allll - they could be either sold for long or short .
Court case against data provider......no concerns raised by the board as material to the profit. So no issue there
Huge placing. Offer closes Tues. .......so what early days.
Tosca selling days before IPO.
Questionable history of events and ex-directors.
tweet tweet tweet.
That's the only vicious circle that your know. More like a broken record lol
we're now in the vicious circle. The problem with the dual listing.
$17.88 on Nas is 647p.
US Peer Pubm down 5%
Magn down 1%
Tweet tweet tweet!! Did you just wake up parrot?
Get back in your cage.
Friday's US close of $17.90 is eq to UK 649p, which is lower than Friday close of 660p.
Therefore, expect the UK to open lower. If the UK sp drops substantially the US will follow.
Vicious circle until the gap narrows closer to par.
No Q2/H1 results.
Shares on Loan increasing.
Court case against data provider.
Huge placing. Offer closes Tues.
Tosca selling days before IPO.
Questionable history of events and ex-directors.