Member Info for gdog

I am surprised they didn't wait until tomorrow, 4/20 (USA calendar for 20 April...yes, Eagle and Tricky, we get that one backward from a common sense standpoint.)

So management value stoners, but they don't value free speech. This is not a good look for many (probably more than half) in the USA. Mgt make me wonder at times; they succumb to the screaming, woke snowflakes, a group they'll never satisfy.

Tricky,

'You can't time the markets, but you can beat them.' (Gdog and others.)

As Kenyes said:

"The markets can remain irrational longer than you can remain solvent".

I keep trying to lower the average price paid for my ADR units, to the point I'm running out of fingers.

(Don't try to catch a falling knife.)

Tricky,

Ha...maddened can also be a synonym for deranged.

Two countries separated by a common language...where have I heard that?

Tricky,

Not over here. It means exactly what I said it means.

I suppose I should have said ...it's not us, but the markets which have gone mad.

Yes, Tricky, I realize it should read "markets" below.

Hey Mal,

We'll know if 'we're all mad' after results and guidance. Hopefully it's not us, but the market's who've gone mad.

MGNI balance sheet is a train wreck.

What's surprising is PERI getting pounded. So are TRMR ADRs, but given the short action and lack of liquidity of the ADR units, that's not as surprising.

Thanks, JSB.

Two countries separated by a common language, once again, comes to play.

Over here, if a company / stock is "de-listed", it's because the stock is performing so poorly it doesn't meet the standards of the market in which it's listed.

JSB,

I re-read your post.

Am I correct in inferring you're "confident" we'll be sold by year's end?

I'll take that bet...on the other side; although next to nothing will surprise me.

JSB,

What are you talking about when you say with confidence "...Tremor will be delisted by the end of 2022."?

Delisted where? AIM? Nasdaq?

Scratching my head over your statement; please explain.

Mal,

I saw that. A total head scratcher. The price hung at $15.31 for several minutes. I actually thought trading had been suspended, then it resumed at a much lower level. This is totally bizarre.

I just did a partial fill at $14.77. It's not reflected in the low of the day, but I executed 92 shares out of 500 (so far). I am also a buyer at the high of the day, having picked up 500 at $15.37 earlier today. That turned out to be a mistake, but oh well, I've done worse. A lot worse.

The reason I am buying more is because I heard a travel industry guy on the biz channel early this morning talking about travel is back, with a vengeance. Also, in the US jobs report this past Friday leisure and entertainment were huge job creators. Great for advertisers.

Mal, regarding this:

"In short, other than the management team, this listing has been nothing short of a disaster..."

Agreed, but not only for previous AIM holders, but also for those who bought the broken IPO during the first month or so.

Agree about your take on mgt. Those efftards paid themselves MILLIONS for doing the busted IPO. A total debacle, and they think so much of themselves they gobbled up more than their fair share of the proceeds. They ought to pay us for screwing us. We paid them to get screwed.

Check out their press release of today.

I pray to Money we can provide similar results. We ought to, since we pay management about 10X what PERI's Mgt. gets paid.

Tricky,

M take, and I'm not alone: Will Smith is another berk.

Hey Curly,

From my dictionary of ****ney Rhyming slang, he's not only a lying bar steward, he's a little berk.

I should have said "vested" below. They were "awarded" last year.

I know it's coming, I realize it's scheduled, but I hate it being rubbed in my face.

Another 393,750 RSUs awarded to top mgt., long before they earn it.

Mal,

Three words: Execution, execution, execution.

That and a couple more quarters with good numbers, good outlook...and we'll get some respect.

Nobody over here knows jack about TRMR. Or is it 'investors over here know jack about TRMR'? Actually, I think it's the latter, but my point is the same.

Magnite's balance sheet is a train wreck. These are two very different companies.

The one by far closest to TRMR in terms of approach, numbers, and mgt. style, the one to watch and compare to TRMR is PERI. Both still relatively cheap compared to others in the sector. Of the two I believe mgt. at PERI is superior, but what do I know? Not much. I do know this much: PERI would have never screwed the pooch the way TRMR did when they overpaid for R1. But I was a beneficiary of that, so I am not complaining.

The company which is a better comp to MGNI, and seems to leaving MGNI in the dust, is PUBM. Time will tell. (I have heavy bets in both, but own MGNI in the $3s, and PUBM in the $25s.)