Member Info for Eddie21

Stt1 seems very agitated for some reason

You OK. Stt?

Hello Stt1

Our Shorter/Troll Stt1 normally try’s to double down on his efforts to taint the company as soon as there is any positive movement in the SP.

So we should expect a few more repetitive and out of context negative drivel coming our way from him.

I am afraid wishful thinking on your behalf PerkyLad

Our Shorter/Paid-Deramper and/or Mentally Disadvantaged troll is, as we speak, in the process of assembling his next post (post number 25,832) ready for delivery.

Sometimes, it does takes him a while to think of NEW ways of regurgitating the same old material or find anything new that can remotely be misrepresented or Spun to suit his agenda.

It won’t be long now though Perkylad !! post 25,832 about to pop… Tick Tock Tick Tock

Whoops !
I stand corrected have indeed put £ sign instead of pence. But I think the percentages still stand as far as our friends short investment goes.

Have great weekend everyone. And that included you too Stt1

STT1- is being humiliated on daily basis now on the BYTROL BB where he has gone short.

Its quite amusing to watch how he keeps going back for more of the same humiliation. The other posters are wiping the floor with him every day as he regurgitates the same old rubbish to try and weaken the SP there.

By all accounts he has a short at around £2 and has had to endure watching the SP there go to over £6.

Couldn’t happen to a nicer fellow!

Yes stt1- which ever way you try to cut and dice this the facts don’t change do they?
Tremor is very much alive, where as your darling Sizmek who you were so admiring has long departed to the land of No MORE

Some of the FACTS on the ground.

Tremor were ALREADY profitable going in to the recent trading climate under the covid-19

They have no expensive loans to service (unlike a lot of much larger companies)

They even have access to already approved borrowing facilities IF they ever needed it

They have already carried out the heavy lifting in streamlining the business and continue to benefit from substantial annualized synergy savings.
There were going to be additional cost savings going forward in to the 2020 and beyond

The company has a much larger Customer Base and international footprint now than before it merged with R1 and more recently with Unruly. This has provided the company additional cushion against temporary drop in demand across the board.

The timely recent diversification to growing CTV and video markets alongside the huge increase in on-line viewing stats will help lower the impact to the bottom-line as we go forward.

Even though the level of demand may have dropped and continue to stay lower for a while Tremor DO NOT have to make a huge amount of profit to stay afloat comfortably. Most of its streamlining is already in place and hence it has entered the present crises from a much lower cost V revenue base.

Even a modest profit or a mere breakeven will easily see them through the present situation and this will be seen as a relatively good performance under the circumstances by the market.

Its all about the health and efficiencies of the business, as well as, the quality of its management going forward. hence the large cash pile in the bank is just a nice to have bonus.

Stt1 still hasn’t got over the fact that his once favourite Ad-tech companies such as Rocket Fuel and later Sizmek have gone to the wall, whilst Tremor has thrived and held its ground quite well.

Indeed Tricky- having money in the bank on its own although useful does not guarantee future success , but prudent and forward thinking Management DOES.

That’s why we are still here and all those other companies are not

Yes indeed. I was EXPECTING that kind of an answer.
Have a lovely evening

Are you looking in to the past or the present?

I think they are now backing their ideas quite well, STT1. They are PROVING IT on their Balance Sheet
transforming the business over the last year,
moving from low margin or loss making operations to profitable areas of the market (Video/CTV)
accumulating good level of cash
Completing a buyback
completing R1 integration,
acquiring Unruly, without cash
streamlining the operation with $40m cost synergies and more to follow
Generating good profits despite of large ‘one-off’ costs
increasing the companies footprint globally
establishing a good Client base to sell-up and across from

Time will tell, but your comments regarding “Backing bullish ideas” is quite a bit out of date

Ohh and please don’t bother with regurgitating more of your Canned tried and unrelated and out of context blurb . Thanks and good night

P S- Are going to buy more shares soon? You still haven’t answered every ones question as to WHY you recently bought shares in Tremor right after the RESULTS?

As. Expected then

Of course it is Stt, of course it is!
Enjoy the evening

Yes Stt1- that shows prudence on behalf of the company regarding POSSIBLE future bad depths , they have made provision for it just IN CASE.

The other companies you mentioned e.g. TradeDesk have indeed had to borrow , However , as you rightly point out, they are large companies with LARGE overheads so harder to control the cash flow.
Tremor on the other hand is a streamlined and nimble organisation, so far, they had no need to borrow any money and are depth free ( although has to be said that as they have a good credit rating they have funds available to them if and when ever needed).
They are cash generative and despite ‘many one off’ costs built in to their recent accounts they are STILL profitable. I guess that’s why the Market has shown a positive reaction to their results.
No one knows what the next 6 months will bring specially under the current ab-normal circumstances, however, being cash rich, depth free, and already to a large extend streamlined, give them advantage over a lot of other weaker players.

I would guess that the above are the VERY reasons why you actually eat the humble pie and have bought Tremor shares.
NOE THAT WAS TOTALLY UNEXPECTED !!

I guess you have a point there Curly,

An intelligent Poster would have altered his messaging and methods of delivery of a post in such a way NOT to loose the reader’s confidence and hence maintain his own credibility over time.

Given that he has managed so well in alienating just about every reader here and on other BBs seem to suggest that your theory regarding the FOX may have some truth in it !! LOL

Curly-

Sorry mate, I have to disagree with you as I disagreed with another poster earlier.

He is NOT an idiot ! He is a very Canny and Calculating individual, But his METHODS are now wearing thin and are betraying him spectacularly.

Bless his heart

Hehehe good try Stt1-
Again- read my posts a bit more closely you will find the answer to your question.

Incidentally Stt1- Are your BIG losses to date in TLY shares still paper losses OR you managed to Pump & Dump that one and get out with relatively lower losses??

Your investment track record to date isn’t that brilliant to say the least so why do you insist on giving advice and guidance on so many BBs ??

STT1
I am honoured that you took the time to dig through several years of my posts. Although had you looked a bit more thoroughly and more recently you would have found that I am NOT in a terribly bad place. My average certainly is far lower than that of Toscas for instance ( try and find more recent posts of mine regarding my aggressive averaging down). Mine for now are relatively light PAPER LOSSES.
However, didn’t you buy (Blinx) all the way down from £23 new money and sold at £5 LOCKING massive losses?

But the above are all old news on both sides.

Tell us why you felt the need to suddenly BUY Tremor shares a few days ago !! what was the reason for such a spectacular U TURN ??

Is that why you just bought Tremor shares Stt1?

Stt1 –
You putting your long tail between your legs and actually buying Tremor shares recently !!
Was this an EXPECTED or an UNEXPECTED move ?
I love to know- LOL