Member Info for Eddie21

Ahhh Dog

Either way whoever wins or loses one thing would be for sure.

I have never had a drink with a dedicated Trumpist YET !! So it could be an interesting evening that’s for sure !! LOL

And who knows you may convert me to your ways after all !

Ohh dog,

I am a gambling man so let's wager a few beers on it next time I am up visiting the West Coast or you have come decided to come down to the UK to enjoy our weather !!

Dog ( re your earlier post )

Indeed you did use 2020 KNOWN numbers which is fair enough.

However I would say there should be a hell of a lot of difference in 2020 total figures and what the Tremor management are eluding to us to expect for 2021 ( if the Q1 is anything to go by).

Therefore, joe public posters like us can be forgiven for making predictions/projections based on the management's strong statements and their very positive outlook for 2021 and beyond.

Otherwise WE are all in a deeper S**t than first thought ! LOL

As always "Time shall solve all these mysteries"

Dog

To be clear, If your comparisons ARE a close reflection of Tremor being hugely OVERVALUED and If this turns out to be true down the line, then that’s fine, we have to follow the truth and we will need to live with that fact!

There was a Huge Gap between your Tremor SP projections and what others have come up with elsewhere. Hence my and Tricky's surprised comments !

I am NOT good in forecasting and formulising proportionality , hence in my post earlier today I tabled the figures from the poster EH9 on ADVFN here on LSE for any possible qualified validation/challenges to it.

Without wanting to be a middle man in a "Chinese Whispers" between ADVFN and LSE board, here is a follow-up reasonings from EH9 to back up his TREMOR/PERI calculation AND was in response to mine and your earlier posts first thing this morning.

11/4/2021
08:07 adog

on LSE the Perion numbers came from here - I used $100m EBITDA for Tremor for 2021. But Perion is not a very good comparable to Tremor as its not on the same scale etc as Magnite etc hTTps://www.businesswire.com/news/home/20210302005555/en/Perion%E2%80%99s-Strong-2020-Momentum-Continues-Increases-its-Annual-Revenue-and-Adjusted-EBITDA-Guidance-Due-to-Expected-31-Year-Over-Year-Revenue-Growth-in-the-First-Quarter-of-2021

Dog, Looks like EH9 is estimating his Tremor V Peri numbers based on Tremor EBITDA projection for 2021 , whereas your Tremor V Peri numbers/comparisons ( which may well be correct) is from 2020 figures !!?

Hope this now clears things up

That too left me scratching my head a bit!

Or has a decimal point or a Zero gone stray somewhere!?

Curtesy of a Poster (eh9) on ADVFN Board The TREMOR share price comparable to its US Peers has been projected using TWO metrics of a) "Net Sales" and b) "EBITDA" as on 9th April 21

Tremor POST NASDAQ IPO TARGET price in £pounds calculation by 'Net Sales' multiples in comparison to TTD= £62… Pubmatic= £30 ….Magnite= £33

Tremor POST NASDAQ IPO TARGET price in £pounds calculation by 'EBITDA' multiples in comparison to TTD = £280….. Pubmatic= £133….. Magnite= £93….. Perion= £12

I have NOT tested the maths behind the above calc , but the above said poster has so far published these calcs every few weeks as the SP has been changing for our Peers and the accuracy of his calc formula has NOT been challenged by anyone yet.

IF the above proportional SP relationships are correct ( Based on the two metrics alone) then one can assume that if/when we begin to make an appearance on NASDAQ Tremors stock initially should have some good manoeuvre room to the Upside.

Of course, the above is still quite circumstantial and simplistic and a lot of other variables would determine where our SP would rest in the medium term.

I guess That’s where Stifel and Tremor's ability to create the necessary favourable marketing "Pull & Push" in the US ,as well as, availability of ample Liquidity and ease of stock purchase by US investors would come to its own.

Does anyone have further thoughts about other variables and influencing factors coming in to play?

Perhaps our Full Stack offering making our sevice a bit less commoditised in comparison !?

Some conscientious posters here at TLY are now seeing first-hand for themselves what STT1 has been subjecting innocent TREMOR investors to over the last 5 years. e.g. A constant vindictive malicious daily spew of repetitive posts.

STT1 now tries to hide behind praising TLY in an effort to cover-up and deflect the minds of the posters here from his behaviour on TREMOR boards.

He may fool a few people but NOT many!

Stt1,

Have you told the posters here that you were on TREMOR Borad again over the weekend with long -repetetive posts !

Regardless of how good or bad Tly services have been. The government re-thinking of NHS services WILL mean lots of unknowns for TLY going forward.

It's all OK Curly. It just means he is hurting,
So Happy days!

Adtech spent 2021 larger than first Anticipated!

https://www.adweek.com/convergent-tv/stronger-than-expected-economic-boom-to-boost-2021-us-ad-revenue/

This is a few days old so apologies for any repetition

It pains Stt1, to see anyone here breakeven or make any profit as an increasing number of people are now achieving with Tremor as we speak.

He has known nothing but losses himself, in both Blinkx and more recently compounded further losses in TLY.

Certainly NOT a convincing investment track record!

I guess the existing investors here don’t have much of a choice other than keep their fingers crossed for now? . Depending on the entry points people will have to decide whether to cash in now ( with some profit or loss)ahead of any possible bad news or just hang on in there and take that big risk.

The 'Opportunity Cost' for investing in TLY now must be seriously starting to be a concern to any NEW or even existing Investor in this share. The current Stagnation of the SP due to Uncertainty of Government policy ahead is eroding sentiment here.

Let's see what's around corner. I would imagine auntie Wendy is already working on her reassurance speech that ALL IS WELL ?

So far over the medium term TREMR has the best looking graph in comparison to ALL its Peers.
Nice healthy steady rise.

Ask Stt1, those questions, he will have ALL the answers you seek!!

Not being too negative just being realistic in the face of the News Flow in the public services changes to come.

The Government has already made it clear that there WILL be changes in NHS and an evaluation of its services,
RISK here is already holding the SP back as serious investors are re-thinking what damaging new information might be coming out next into the public domain.

Flat SP here at TLY may be here to stay

Some of TLY share holders are already saying this!!

RISK at the present at best remains ' Un- Quantifiable' with many unknowns along the way with ALL service providers to NHS such as TLY therefore remaining vulnerable.

I have said this before.

Regardless of how well TLY may be doing right now, the dye has been cast .. Any NEW potential investor would never know where/when the next Leak of information about government plans is going to be made public and you can imagine what that is going to do to the SP here.

Looks like hesitant new buyers not coming to the market for this , hence the recent flatness of the SP ,

So many reasons to avoid investing here at the moment until more information is revealed for better or worst in the medium to longer term.

Stt1

You may be able to deflect a few simpler minds here away from what you do OUTSIDE of TLY Board on other BBs to other innocent investors and how you have spammed and tormented THEM for YEARS on several company BBs.

Please explain to the genuine and more reasonable posters here WHY you have posted over £30,000 posts! ?