Member Info for gdog

Good grief these people are utter morons (and before you criticize me as an ignorant Anglophobe, Tricky, my family emigrated from England a couple hundred years ago, through Canada, into the USA.) Also, the only reason I am posting this rubbish is because they're all over our news.

Here's the reply from one of the fools taking pictures of the two morons when the morons demanded copies of the photos:

“In America, as I’m sure you know, property belongs to the owner of it: Third parties cannot just demand it be given to them, as perhaps Kings can do.

“Perhaps you should sit down with your client and advise them that his English rules of royal prerogative to demand that the citizenry hand over their property to the Crown were rejected by this country long ago. We stand by our founding fathers.”

This cracks me the eph up. Little Harry's grown a 'gina. Tricky was correct in saying 'he needs to grow a set'...and toss that witch into the trash bin where she belongs.

Hahahahaha...you can't make this up...how timely:

Sir Edward Young holds the distinction of serving two monarchs, Queen Elizabeth II and King Charles III, during his tenure as Private Secretary to the Sovereign. The high-ranking position in the royal household comes with enormous responsibilities and privileges, such as acting as a liaison between the monarch and parliament and traveling with the king or queen.

Edward came to the role in 2017 and stayed on along with Sir Clive Alderton after the death of Elizabeth II in 2022 to guide Charles III in his early reign. However, the courtier quit his position after hearing criticism from Prince Harry in his tell-all book, Spare.

A source commenting on the Duke of Sussex's disdain for Edward claimed the secretary refused to find a suitable role for his wife, Meghan Markle, after she became a duchess in 2018. Long before his battle for police protection in court, the Duke blamed the confidante of the Sovereign for aiding in the stripping of the couple's security detail funded by British taxpayers, which also extends to Archie and Lilibet. The reality is that both were destined to lose the protection once they ceased being senior, working members of the royal family.

Tricky,

I had to look it up. I actually thought the opportunistic witch was born in Canada...they can have her. But then again, Los Angeles is a toilet, so they can keep her.

BTW: The below re-posted headline was taken from one of your papers:

"The Royal Observer"

"Prince Harry and Meghan Markle Paparazzi Lie Exposed: NYPD Officer Calls Out Royal Couple for Lying About Chase"

We cannot stand those two. All they do is complain about their horrible lot in life. Talk about tone-deaf.

You guys, please take him back...PLEASE...

You can have the pig he married as a bonus. Or send her back to Canada, or wherever the eph she's from. Just get them out of here...PLEASE...

"Prince Harry and Meghan Markle Paparazzi Lie Exposed: NYPD Officer Calls Out Royal Couple for Lying About Chase"

Thanks, Bouncy.

Let's keep in touch...check in every so often. Good to know you're alive and well.

Dawg

Should be "marked", not "market" two posts below.

Hey BDC,

Still canning, pickling (lacto-fermenting), smoking meats, making jam, baking wild yeast sourdough breads, etc.

Tonight it's fresh caught (this morning) Spring Chinook....that stuff melts in your math.

Are still in blinkx/TRMR? If so, don't be such a stranger.

Dawg

From where I sit Lynch was a bit of a con-artist.

I well recall the lies he told prospective customers of Autonomy about the broom closet market "Data Center---Private" to fool people into thinking there was such a room. That was red flag for me.

I made a small fortune off Lynch, so I am not complaining about that. It's just that I happen to think the dude is shady. But HP were stupid jackasses for not doing proper due-diligence, as Larry Ellison did on Autonomy when they tried to sell to him...Ellison took a pass, saying he 'didn't see anything there worth buying'.

Hey Bouncy,

Now there's a blast from the past.

What's up, bro? How's life been treating you these many years?

Great to hear from you.

Dawg

BTW:

Last quarter we didn't announce the report date of 7 March until 24 February.

Extrapolating would put our report date announcement at around 27 May for a 7 June report date.

Of course I've no idea when it's actually going to happen...

JR,

I pray to Money you're wrong.

We are due for a break with a bit of good news.

Problem with Amobee(?): Linear TV ad spend is down over here...fingers crossed our plans are working and we're moving them to CTV with our new platform. IF things are working as planned, it may turn out these guys may have done something positive with the Amobee acquisition. There's always a first, or so we hope.

This is one Dawg who agrees with Radium's below post.

I put my Money where my mouth is: since the beginning of 2023 I've added 25,012 ADS units (50,024 common shares) to my already overweight previous position. TRMR is a large holding for me...I realize it's all relative, it may be peanuts for others, but it's a lot to me. Believe me when I tell you I want this to work out for all TRMR longs.

It is so cheap, if I had any Money left I'd buy more.

Mal,

I am deep, deep, deep into PERI. I just bought another bite a few minutes ago at $34.77 ahead of the earnings, which are on 3 May, before the open (not 4 May). I have an average price under $10 per share, PERI is by far my largest holding, and I added another 2,500 shares on a dip this past week in the mid-30s. That should tell you of my conviction in PERI.

So yes, you can say I am into my PERI.

But I also added a boatload of TRMR in the $5 and $6 areas over the past month...because I think we'll do well when things turn, and I want to be in front of that when it occurs. (Not if, but when that occurs.)

I noticed that and said the same thing to myself.

This stock is SO cheap...it'd kill me to sell then have it pop. Yeah, I know, FOMO.

Tricky,

Having never seen the movie, I had to get a glimpse of who Otto is. Thanks, this is quite the compliment:

"Otto West, an ignorant and mean-spirited anglophobe"

Tricky,

RE: "The people running Tremor are good at managing money.
It's in their blood."

Oh yeah, you've got that one spot on. To some that may be a slight, to me it's a compliment. I strive to be an honorary member of the Hebrew Tribe.

Jon,

Should have said the massive guidance downgrades (post Amobee) from 500 to 460 to 400 below. It wasn't a "miss"...at least not yet.

Hey SP,

The plot sales in my Idaho development (Phase 1) went far better than expected. We thought it'd take two years to sell out, we sold out in 93 days. I put most of my proceeds into PERI in the 16s and 17s....oh yeah.

We sold too early, leaving a ton of dough on the table, but we don't care.

Phase 2 is proving to be a nightmare. Way over-budget due to supply chain issues and massive inflation. This is going to be a challenge with mortgage rates climbing, etc. We sell to home builders, who are having the same problems with supply chain issues and inflation we have with the infrastructure.

I am sick and tired of real property development...I want out...but I am sure I'll sing a different tune once we start selling plots (we call them "lots" over here, or "homesites").

Right now I can't wait to get the eff out of the development biz.

Jon,

About the guidance (not that it matters what I think, but since you asked): I think they're shooting from the hip. They're at a loss as to how things will pan out over the next year in macro terms, so after providing horrible guidance for the past three quarters, they're being what they feel is very conservative.

Of one thing I am certain: Ad tech in video and CTV is not going away. (Neither is "performance" ad tech.) Once economics in the USA and around the world stabilize then turn, we'll be fine.

About the massive initial guidance (post Amobee) miss: Do you recall how they totally screwed the pooch with their due diligence when they bought R1? These guys are NOT of the caliber of PERI management, and it's now obvious to me they misjudged the Amobee numbers.

But I am betting they're actually good stewards of our balance sheet, it is something they stress continuously, so I think we'll also be fine from a margins / profitability standpoint once the eventual (inevitable) turnaround occurs. We are so cheap down here, I can't help but find it compelling.