Member Info for Eddie21

I asked you what prompted you to buy Tremor shares all of a sudden… and you are replying because the results are DIRE and the future is looking BLEAK !! interesting !!!

So IF the dire results did NOT prompt you to buy can you share with us what DID ?

And please don’t tell us you bought for the Short Term for god sake !!!

Stt1-
How many shares did you buy today?

What happened to all the Doom & Gloom you were predicting pre- results today ?
Anything change your mind all of a sudden ?
Looks more like a MASSIVE U turn to me.

There WILL be disruption to ad spend BUT I don’t personally see any MASS cancellation of existing contracts either.
Medium to large advertisers are NOT going to sit idly by and loose market share to competitors. They still need to maintain their Brand visibility and consolidate their position for when the virus situation has blown over.

In the meantime, Tremor seem to be doing the right things by facilitating the adaptation and rationalisation of ad -strategies of their Existing/New customers. That’s all you can do for now under these fluid circumstances.

I feel if Tremor in their forecast next week can demonstrate the ability to operate at a reasonable and modest profit (in Q2-3) then that would by itself help the SP significantly.
IMHO

Dflynch

I am afraid I must disagree. He IS NOT an idiot. On the contrary a very shrewd and calculating operator, hence still able to influence the unwary on any BB.

However, the good news is that he has been coming on stuck for some time now on a number of fronts.
As they say, “You can fool some of the people some of the time…..etc etc.”
BTW- I couldn’t help but have a sneaky look at the BYOT BB .. my god you weren’t kidding. He is going Ten to the Dozen there

Cant see the relevance of your post AT ALL to what I was saying regarding the more recent (29th January) .
But never mind dont worry about it, nothing new.

The main thing is that Tremor is still alive and kicking and hopefully still profitable too, which is more than you can say about a lot of companies you yourself were raving about a year or two ago!
Lets wait and see the results Ehe ? All of this is speculation.

Incidentally- Anyone you suspect of Pumping/Dumping on this thread STT? You must know a few surely, as you seem very capable of identifying these nasty activity on other threads

Over all view from FinnCap on 29th January 2020
The following from FinnCap does not strike me that their view differs from what the company have said THEMSELVES on 29th Jan.

29th Jan 2020
Following a transformational year for Tremor, today’s trading update highlights FY19 numbers in line with those announced at the Unruly acquisition, and continued confidence in the outlook for 2020 and beyond. This confidence reflects management focusing Tremor’s platform on the substantial growth opportunity in Video and Connected TV (CTV) advertising, and moving the group away from lower margin activities that are outside of Tremor’s core market. We expect this focus to enable Tremor to capitalise on the substantial growth expected in Video and CTV, and we look forward to further detail on Tremor’s strategy at its FY results on 31 March and CMD on 3 April.
Michael Hill
Finncap
https://www.finncap.com/news-events/finncap-research-company-notes-29-january-2020

As you always highlight the infamous words “The Company have said Themselves” XYZ
Just merely highlighting what the company THEMSELVES have said
Just a counter view to yours Stt1 that’s all, no need to get upset now
BUT agree, we all need to look at the RESULTS

Are we a touch too edgy today ??

Wed, 29th Jan 2020 07:00
RNS Number : 2247B
Tremor International Ltd
29 January 2020


Tremor International Ltd

("Tremor" or the "Company")

Trading Update

&

Notice of Results



Tremor International Ltd (AIM: TRMR), a global leader in video advertising technologies, provides an update on trading for the year ended 31 December 2019.



2019 was a transformational year for Tremor driven by the merger with RhythmOne plc ("RhythmOne") in April. The transaction marked the shift in Tremor's focus to video brand advertising, with the performance marketing element of the Company becoming minor in terms of top-line results and EBITDA. Tremor moved to centre stage in the video advertising (digital and CTV) arena as it continued to focus on Video, Data and CTV. Furthermore, the transaction created a business of significant scale, delivered substantial operational opportunities and established a platform from which the business can capitalise on the global growth in digital video advertising.
Following completion of the merger, the Board has been focused on the integration of RhythmOne and re-organising the business to concentrate on brand advertising and higher-margin activities. These activities helped to create a streamlined end-to-end and efficient solution as well as driving synergies in a relatively short period of time.

Tremor expects to report adjusted EBITDA for the full year ended 31 December 2019 in-line with expectations* at c. $60 million. This was achieved on revenues of c. $325 million, as a result of the actions described above. Tremor remains a highly cash generative business with a net cash position of over $75 million as at 31 December 2019. This strong cash position was delivered post the $25 million share buyback programme during 2019 and $5 million of data pre-payments for 2020. The Board will continue to evaluate how best to deploy the Company's cash reserves in order to optimise shareholder value.

With the integration of RhythmOne now complete, the Company's combined offering is structured in two business units; Tremor Video (demand-side) and RhythmOne (the Exchange/supply-side). Private Marketplace capabilities and enhanced CTV solutions and partnerships have been launched. Further synergistic initiatives are planned in 2020, including the expansion of the Company's Exchange into international markets. This initiative has been accelerated by the acquisition of Unruly, announced at the beginning of January 2020. In the current eco-system Tremor represents one of the largest platforms among independent players in the video space in the US and international markets.

Drop in revenue within any company under the present circumstances is now a secondary issue. What investors WILL be looking for is any evidence of modest PROFITABILITY or at the very least a BREAKEVEN performance for the next coming months.
I feel the above rule will now apply to most organisations out there.
IF Tremor can show a glimmer of sustained profitability going forward (however modest) we shall see a further significant sustained review of the present SP

Yes- Stt1 or better known to his friends as STD has had to step up a gear and resort to increased efficiencies in production of his Repetitive Rubbish. He is trying to reach these industrial scale efficiencies by using the same old out of date CANNED content used from his pervious posts and just Top and Tailing it to produce yet another post.

He fully understands the concept that if you say something loud and often enough SOME people will believe you !

The irritation and desperation is so visible in his actions and behaviour every time there is any POSITIVE movement in the SP.
He somehow profits from a falling SP , THAT IS A GIVEN . The question is HOW he profits from a decline in the SP ?
OR is there actually a medical reason for his behaviours?

Eddie

Just a secret guilty pleasure of mine Stevie

That can work the other way too

A lot of companies facing low demand would actually INCREASE their advertising to generate more demand for goods and services.

The pattern of advertising also may shift as mentioned by other posters, from traditional to more targeted on-line advertising ( e.g. CTV).

Furthermore, during the current climate people have become NEWS JUNKIES , consuming a lot more on-line news than ever.
Don’t we have a good relationship with a wee little global news organisation that may help the company advertise across their News Channels?

The fact on the ground has been that Tosca and other institutions have always had a CHOICE where to put and keep their money
They have CHOSEN not only to keep their investment but INCREASE it at suitable times when the opportunity has presented itself. Perhaps they are playing a longer game, one has to bare in mind that in the process so many other weaker players have and are disappearing (some of them Stt1’s darlings not that long ago).
This is what Stt1 finds hard to swallow, that Tremor not only is still here but is thriving and larger institutions are maintaining their support and increasing their share holding even as we speak.

I guess Stt1 knows things that these institutions never knew and still don’t ?

Stt1

WE can all go back 4-5 years in ANY companies history and pull out Statements and Comments from the management that can be made to suit any agenda.

You ask TODAY for evidence of Tremors success in the FUTURE !

None of us can read the future (Not even you Stt1) but here are a few indicators of why Tremor IS in a much better position than in the past (Blinkx/R1):

We are Generating Cash and bottom-line PROFITS

WE have a much savvier BOD that actually DO have a track record of generating Net Profit

WE are operating in the TWO biggest growth markets in Ad-tech Video & CTV and therefore much better in-line with the market needs

WE are run on a much more stringent accounting System

WE have a much larger Geographical reach and foot print

WE Have access to a larger and wider list of clients for Up and Cross selling

WE have a wider spread of Institutional investors

WE have a leaner and more streamlined operation having closed down non profitable areas

There are a few things that continue to bother Stt1 to this day, Which he never EXPECTED!

The huge losses he sustained in the aftermath of the short attack on Blinx and the professors report. Legend has it that he was still telling people (even after the report came out) that the share price will recover and go back up again to £30 (todays money)!!

At one point not that long ago he was very enthusiastically joining in with a few other posters who were encouraging everyone to Shorting the Share to ZERO ! Worth mentioning that those very posters who shared Stt1s views at the time have now gone LONG with their investment in the company!

He also hates to see that Tremor is still standing where as some of his favourite examples of a good Ad-tech company with a sustainable business model all have gone to the wall or taken out for a song.
BUT what I think hurts him the most is that despite his 25,000 posts to date and his relentless and desperate DEMAND for recognition and validation from fellow posters, NO ONE takes him seriously !!

That’s what lack of credibility does Stt1 am I not right my oily little fellow?

You seem very selective with picking sections and comments from what the company and FinCap put out in the public domain regardless of the context in which they appear.
For your arguments and posts to hold any water and credibility you need to balance these off with ALL the positives stuff that Tremor also puts out. But unfortunately, you cant do that given your questionable agenda.

Hence you continue posting the same old rubbish with no credibility to underpin your comments.

Isn’t that so Stt1 ?

Desperation getting the better of you Stt1?

Stt1-

You seem to rely on too many self-speculative analysis, trying hard to portrait company’s prudent operational activity such as streamlining as a negative thing.

The fact of the matter is that for now BOTH the market and the institutions LIKE what they are seeing. In other words, the market seems to welcome the closing down of non-core activity/ less productive operations in favour of high growth high margin operations.

Let’s face it, that’s what you really hate isn’t it? To see Tremor succeed!! The future will tell, but for now please accept the reality on the ground and stop trying to convince others that you know better.

As I have said before, you will never receive that acceptance and validation that you so desperately are chasing here.

Tremor is still HERE and thriving and those
Other companies are No More!
??