Member Info for gdog

Meant to say 97% of my TRMR ADR units are under water. The common I bought in the UK is well above water. Still...it's super cheap by virtually all metrics.

I believe we're being held back by the reported slow growth in CTV. It's likely a "show me the Money" case for the second half of 2022. If we 'show them the Money', look out above.

Wouterius (note proper spelling),

PERI my largest holding, but TRMR not far behind. The two are by far my largest holdings taken separately (if you exclude either one when comparing). I've actually poured ca 90K USD more into TRMR than I've put into PERI because TRMR was sooooo cheap. Then it kept getting cheaper. Too bad for me I've been wrong in 95% of my TRMR buys to date. That said, I am as sure as I can be this will change, but one never knows what tomorrow may bring, so a bit of luck would be welcomed by all longs.

Good grief, hanger, that doesn't sound like a good way to enjoy a vacation in Jersey.

I looked, can't find out what "being Tom n Dick" means in UK slang.

I hope you're on the mend.

If you decide to up and die, please let us know. Sounds like you were close, and we're just now finding out?

Hey Wouterous,

I realize you didn't ask me, but I'll throw my two cents in anyway.

I'd bet MSFT would be more interested in PERI. They've a 10 year working relationship ("Strategic Partnership") with PERI, contracted through the end of 2024, PERI was named Microsoft Advertising's 2021 Supply Partner of the Year EMEA a few months ago, and PERI has SORT, which PERI argues (and demonstrates time and again) is a superior solution for the cookieless world, better than Unified ID 2.0 when it comes to privacy, and SORT has been shown to provide, on average, 2X lift in engagement in side by side campaigns run with cookies.

Of course anything can happen. I have a feeling things are going to get very interesting over the next two years or so in this sector.

I suppose it's self-explanatory, but I had to look it up to be sure:

To be crook, is to be sick: “! can’t go to work today — I’m feeling too crook ”. To be crook, is to be poorly made: “Don’t get one of them, they’re crook ”. To be crook, is to be wrong or against the natural order: “You don’t eat the wrapper mate, that’s just crook ”

Hope you're feeling better soon, Coathanger.

To announce 3 August before US markets open. It's not about the results as much as it's about what they have to say.

This should matter to TRMR holders as well as PERI holders.

Thanks, Radium.

I reposted on the Yahoo PERI board, with proper attribution.

To announce 9 August.

How well they're doing and what they have to say matters to TRMR shareholders.

Tricky,

I imagine you're asking about PERI results.

IDK, they've yet to announce. Last year was 3 August. Over the past four quarters they've announced within 4 to under 6 weeks after quarter's end. They're pretty quick out of the gate.

Radium,

Laura Martin, the analyst at Needham, had a five-star rating one year ago.

Today she's a one-star. Funny how that works.

Perion projected growth for the rest of 2022 to be 32% revenue, 40% EBITDA. If they hit those numbers, I'll be one happy camper (US saying?).

Fingers crossed we'll all be 'happy campers' with upcoming TRMR results and forecast.

SNN,

Good stuff. Thanks for the posts.

JR,

That's the head scratcher to me.

I mentioned below, perhaps it's our anemic projected growth rate for the first half of 2022. Other than that, I've not a clue.

If we execute and grow as management told us we will during the second half of 2022, look out above.

Radium,

Look at relative valuations. All those mentioned, except PERI, had sky-high valuations, not sustainable given growth rates. TRMR is super cheap, and it's always been inexpensive, even at its top.

We've been punished mercilessly. Much more than the others when you consider relative fundamental valuations.

Projected growth for the first half of this year is anemic. I imagine that's affecting the share price.

Tricky,

Unless we learn otherwise, you and I are singing from the same hymnal.

As a company, we cannot be as bad as the price of the stock reflects.

If we are we're all efffffed.

PERI re-iterates what they've been saying for a couple months (PERI revenues not ex-TAC)

"Perion reaffirms 2022 outlook

Jun. 29, 2022 8:44 AM ET Perion Network Ltd. (PERI) By: Preeti Singh, SA News Editor

Perion Network (NASDAQ:PERI) shares popped over 5% pre-market after the advertising technology company reiterated its annual guidance, expecting revenue in the range of $620-$640M (+32% Y/Y). The consensus revenue estimate is $629.10M.

Adjusted EBITDA is projected between $98-$102M (+44% Y/Y).

Doron Gerstel, CEO of Perion, stated, "With the first half of 2022 behind us and with the visibility we have into the second half of the year, we feel confident reiterating our annual guidance."

Additionally, Perion (PERI) launched an integrated campaign for its proprietary SORT platform, said to be the first cookieless solution that ensures total anonymity and privacy."

Tricky,

Basement bargain deals are fine, as long as you buy something worth buying. If you buy a pig in a poke, it doesn't matter how inexpensive one thinks it is. Due diligence is key, and our fearless leaders showed a lack of due diligence when they bought R1 given the price they paid. Their track record is not that hot from where I sit.

Yes, I am changing my mind about them. It all started with those comp packages they voted for themselves. I pray I am wrong about them, but they need to prove me wrong. I'll be thrilled to admit my skepticism was ill placed.

Tricky,

Good luck to them means good luck to us.

Tricky,

I don't know for sure how it would work, I don't have time to find out, so what I am about to say is meaningless: I imagine it would have to go through the board, and, depending on the size of any deal, it may or may not have to go to a shareholder vote.

There are others here who either know or will take the time to find out and tell us. Looking forward to hearing from them.