Member Info for gdog

SNN,

I should have said revenue guidance for over 20% growth "as reported". They acquired SpotX (deal closed) four months into the year.

You disagree about what?

I said the results are OK and the company is OK, as in mediocre.

BTW: Small beat on revenue and earnings. Guidance calls for an increase of over 20% for all of 2022.

MGNI numbers OK, but not great.

MGNI the company OK, but not great.

Hey Radium,

Trust me when I tell you I'll be glued to my computer for MGNI's results.

FUBO also announces after the bell; I'll pay attention to that one as well. But more so MGNI, by a wide margin.

Hey Ahbin,

Thanks for the Ukraine laugh.

PERI's main AI group are located in Kiev, making my laugh truly gallows humor.

Hello Coathanger,

Welcome to TRMR Longs Anonymous.

Do you need a sponsor?

Mantra for the day:

"I am not a masochist, I am not a masochist, I am not a masochist..."

"HI, I'm Gdog, and I have a problem buying badly beaten down stocks that show little sign of recovery..."

Mal,

Don't sink into despair. If the fundamentals come in as we expect, we'll be heading north...sooner or later (whatever "sooner or later" means).

We could start a group...."TRMR Longs Anonymous".

Then again, I'm not much into therapy. The best therapy I know is making Money. "Make some Money, feel better."

I suppose this board is a form of "TRMR Longs Anonymous"...no need to start a new chapter.

I can't help myself, I keep adding ADS units down here...trying to catch a falling knife. I would cross my fingers wishing a fabulous report tomorrow, but I've no fingers left except one.

Good luck to all longs tomorrow.

SNN,

I said that with a bit of a grin. Of course it's a totally self serving wish on my part, having added 30,161 ADS units since they came public, bit by bit. Sitting under water in those by about 20%, but well in the Money on my long term common shares, which I own at 157 pence.

I started to add more via ADS units from $19.98 down to $13.97, even though I owned the common at 157p. I didn't add more shares via the ADS units at those levels because I think we're going to lose. So far I've been a loser on most of my ADS buys. Fingers crossed I won't say that six months from now.

BTW, SNN, you can believe me when I hope your purchase on Monday turns out to be one of the most opportunistic purchases of your life.

I hope you make a tidy fortune off those shares.

SNN, I was in the process of posting that link then saw you'd beat me to it.

It sound superb to me as well.

Tricky,

SA quality depends upon the author.

Try "grimdog5"

Tricky,

If you read what I post, you are aware of the fact that I frequently say, to a point of ad nauseam 'as long as we keep putting up good numbers / results, we'll be fine'.

Obviously this includes a fast changing landscape.

Tricky,

There are the technicals (investor sentiment, emotion, etc.), and there are the fundamentals, or a combo of both. I am a fundamentals guy, and the fundamentals always win in the end. Always.

BTW, Tricky,

I still consider the recent breakdown of our stock price a good buying opportunity.

Also the recent price drop of PUBM. I bought 100 shares of PUBM the day they came public, on 9 December, 2020. It got away from me in terms of value after that...until recently. Since mid January, 2022, until the day before PERI announced (Tuesday of this week), I added another 4901 shares. The PUBM guys are good. So are PERI guys, and, regardless of what I feel are some pretty stupid unforced errors (obscene pay packages and bowing to the woke crowd), I believe we, too, have good things going for us. We'll know a lot more in 13 days.

Tricky,

For the most part, I disagree. It's all about the numbers. We'll catch fire if we keep putting them up. In case you've not noticed, the entire sector's taken a severe beating from the highs. PERI story is very similar to TRMR in terms of being profitable and sitting on a pile of cash, also a small Israeli company. Severely beaten down from the recent high of 33.09.

What about PUBM? They have a great story, located in LA, and they've taken a severe beating from their high of $79.96 on 1 March, 2021 to $20.56 two weeks ago today, and all they've done is get better over the past year. Although PUBM did get ahead of itself, it's gotten slaughtered since. (Although now, at 29.50ish, it's a lot more expensive than both PERI and TRMR, my point being the sector's been punished. Same with Magnite, ATY, et al.)

We are a tiny company by US investor standards. We'll grow out of this and become recognized if we keep doing what we've been doing.

Tricky,

That's old news, and it appears the market doesn't give a fvkk.

We all want to know, what are they doing for us now?