Member Info for Eddie21

Bless his little heart- Stt1 is so desperate to be recognised and constantly trying to spin anything and everything in to the negative territory! He is still trying to bang on about the borrowing facility that R1 had in place all that time ago. A bit like saying why people have large Over Draft facilities ( I don’t even recollect R1 even using this facility).

He needs to try much harder than this for that elusive recognition that he needs… try injecting some minimal amount of BALANCE in your views and statements Stt and maybe you might get a little bit of that credibility that you so badly craves.

Nice to have some cash which ultimately gives the company choices. I personally am not bothered about dividend payments too much yet and rather see Tremor plough back some cash into improving our competitive edge operationally and technically.

It is clear that there will always be a balance to be struck between staying nimble (for now) and expansion that gives us more coverage and economies of scale.

Ultimately it’s about profitability which is key regardless of size. With the annualised synergies of £20m this should be an easier task going forward. Let’s hope whatever decision they make is well thought through and they can demonstrate some quick short term advantages as the result.

The Gardner TOO !!??.. OMG

I was certainly not EXPECTING that !!
I think Tremor should release an RNS to the market immediately, explaining all this goings on between the Gardner, Nanny and their covert dealings with the Blinx’s Board.
The plot here is certainly thickening !!

YES DocMartin- I also heard from a good source that Mike Lynche’s Nanny also had some doggy share dealings regarding Blinkx some 10 years ago ... No doubt when the market gets the wind of this god knows what will happen to the SP.

But I woluld guess that was kinda EXPECTED ??

Tardis-
Who knows this could even be a final dress rehearsal between the main players for that bid that may be on its way!!

That would be your job to do the digging stt…try a lil harder

Sometimes the SP doesn’t quite follow logic!

If my memory serves me about 4 weeks ago following the initial 70K share off load by the CFO we were trading at around £1.35. Soon after Tim Weller bought a modest £100k worth of shares that pushed the SP to around £1.50
The interesting thing is that since then despite of a large sale of almost 700k shares by the CFO and soon followed by the news of closing down existing Perk operations the SP is still up at £1.50 from the lows of £1.35!

The market for now doesn’t seem to have been phased by either of those two recent events even though some people here were so hoping it will bash the SP even further down.

So far as I can see the only hard number we had which may be still relevant was cash at around $67m which is only part of the picture. How the final revenue /profit figures will look remains to be seen.
I agree- in the absence of black and white figures and final outcomes Broker reports are just a guide so as always It all comes down to whether one sees the glass half full or not.

Curley/Tricky
Good posts- Yes one should never underestimate the power of the written word on the unsuspecting (especially when its purposefully systematic).

Stt1 clearly is here to influence others…(not US long term investors but newbies) . His 25,000 posts to date ( all of which spun to create negativity) should be seen for what they are.

As for his agenda, I have been convinced that he somehow financially profits from his 24/7 one-sided efforts. Whether a paid member of Shorter syndicate or an independent shorter, either way, he needs to be exposed for what he really is trying to do.

Oooooh STT !! A bit of an edgy response from you!! Did I touch a nerve again my little shorter friend?

As always we will let the readers be the judge of who is craving and seeking acceptance on the BBs.

Have a nice evening stt

Eddie

"Stts concerns are industry challenges but the industry outlook for CTV is great so why not at least talk about that?"
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Stt- Pottery asked you a very valid question above, Inviting you to discuss CTV and its outlook in the industry.
You side stepped his question and invitation with a cheap decoy, instead talking about programmatic and how this is now yesterdays news.

Why don’t you answer his question? Is it not the case that you avoid answering/discussing any subject that may even remotely may shine a positive light on the company and its future?

FACT- CTV market is BIG and is growing rapidly ONE DAY it will ultimately become legacy as ANY new technology will, but for now you can’t escape the fact that its where every company likes to invest in with huge growth potential.

You see Stt- this recognition and acceptance that you so badly crave from this and other Bulletin Boards will continue to allude you for the best part as you never have put a balanced view point not even once I don’t think. Your TOTAL ONE-SIDED views I am afraid will never produce the credibility that you so desperately are seeking.

Eddie

Enjoy your evening stt and we will let the readers make up their own minds

“Are you saying that Tremr BoD already planned to close Perk before they completed the merger with rthm in April?
If so, why did they take 8 months to do so?”
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STT- for one last time I try to explain the other alternative view so even you can understand.

Any Perk contribution or lack of it may well not have been a pressing issue for Taptica in comparison with other more important priorities that needed to be put in to place regarding the integration of the two companies.

Closure of any operations by a new management will follow rules and time scales so that this process can be done with minimum interruption to the business and that any useful business resource/profit has been duly extracted before closure.
I know its in your interest to present and spin everything in the most negative way possible for Tremor, but even you should know deep down that for the best part the Bod WERE aware of what they were buying and already had a plan of action ready to go in-line with their PRIORITIES.

In other words any Perk closure plans would have followed the opportunity cost rules in terms of Capital/Resource/Labour deployment.

Any ways I have wasted more time than I had planned discussing this.

The readers will jude for themselves

Eddie

“You should read the company newsflow, it helps when you're researching.
Read Finncap's note when rthm/tap(now trmr) merged, 2nd April. It's free to register.”
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STT-

I am quite aware of the company news flow thank you, not to mention that you for one repeat it 24/7 on all threads with the usual negative twists!
“Not having full sight of the R1 books” is NOT the same as a company going in and merging/acquiring another company BLIND as you seem to suggest, is it ?

Are you suggesting that Taptica had no idea about Perk business model and how this was or was not aligned to the future operations they had planned going forward, REALLY ?

I have been around long enough to know that companies who target takeovers/mergers already have a pretty good Idea of what they are going to do well ahead of the time of purchase.
They (Taptica) may NOT have been interested in knowing EVERY DETAIL as in their calculations the fundamental value and over all synergies and operational benefits of the merger would far out- weigh any secondary inconsistencies that they would naturally discover once the merger is in full swing.

So you see STT.. Company News can be interpreted either way, depending on who is doing the interpreting and the motivation and agenda behind it!

I let the readers be the final judge on that

Eddie

Stt1- As always you are assuming and implying things that suit your questionable agenda.

You seem to suggest very strongly that as far as Perk and some other parts of R1 were concerned the Tremor BOD didn’t do an appropriate DD and basically did not know what they were buying, REALLY?

HOW DO YOU KNOW THAT ?
Where you present at the Tremor/Taptica board meetings regarding quantification of R1 as a whole and its perceived value to Tremor?

More likely than not the BOD already had drawn up a hit list for closure of sections of R1 and Taptica that were no longer aligned to the overall strategy from either profitability and/or future operational perspective.

In other words I suggest that the unprofitable areas of the business (e.g. Perk) were already priced/factored in the final valuation of R1.

Incidentally Stt, how long did it take you to comb through the last 3 years of
posts from (Eddie, Tricky, Pottery, Brass and 1gw)?

You must have had a Blast of a week-end. LOL.

Eddie

Stevie yes indeed- Stt1 always seems to omit any reasoning or stated fact when it doesn’t quite suit his questionable agenda here.

Yes, BUT apparently for quite different reasons
The CFO sells to avoid double taxation (that’s the official explanation at least by the RNS issued). I have currently no reason to disbelieve that.
The Chairman buys because maybe he knows something we don’t as YET?

I know you are desperate to shout from the roof tops anything remotely considered as negative when it comes to this company, but the point is that neither of the above transactions really proves anything either way.

Stt1-

Talk of investments.. Is your disastrous TLY investment ( now below 9p) performing as EXPECTED for you ?

Or you having sold your shares in Blinx/R1 at 50p down from £2.30 old money at a huge loss ,, were you EXPECTING that too?

You always seem to take a particular delight and pleasure in seeing other people’s shares in R1/Tremor weaken and folk loose money. Of course, You try to hide your true delight the best you can but it’s so easy to see where you really are coming from!
I suggest before you sneer and grin telling people “I TOLD YOU SO” at every opportunity you take a good close look at your own investment track record first.

Eddie

Bless you stt1- I bet you were thinking to yourself IF ONLY your disastrous investment TLY was just "Marginally Behind" with IT’s management expectation !!
But never mind, you don’t mind waiting for JAM to come from TLY do you? So that’s OK then my boy.

Eddie

A very good post Tricky