Member Info for gdog

Hey Mal,

As I am sure you're aware, if you don't sell, and if these guys execute as we all pray to Money they will, then nothing is lost down here except an opportunity to 'fill up your boots' (that's a Brit saying, btw) at what seems to be a very good price.

We did hit $13.67. Only 52 ADR units of my order for 500 filled. I hope I fill the rest...kind of.

I would not be the least bit unhappy if they don't fill. Since it's a GTC, the order is good until next March, unless I choose to cancel the order or it fills before then (obviously).

I watch this pretty closely. Today's wonderful price action appears to me to be led by London. The pound is down a bit against the dollar, which doesn't help, but still, so far today we're following London's lead.

At 520p and $1.3228 / GBP, the ADR units should be trading at $13.757. We're currently trading at $13.81 bid X $13.89 ask.

It's going to be interesting to see if my GTC limit order at $13.67 fills after London closes.

Tricky,

Anyone hoping for "ultra-quick profits" will learn their lesson sooner or later; and a tough lesson that will be.

RE: "I don't think we will ever see £8 again."

What a fool.

Don't "think" too hard, you may hurt yourself.

Synergies or overlap / redundancies?

Their offices may be located only 8 miles apart, but the managements' style and attitudes of how the two companies are run is a fair bit farther apart than that.

Having said that, nothing surprises me any more.

My bet: acquisition Money.

I wouldn't be at all surprised if they currently have a target in their crosshairs. Maybe two.

These guys (PERI mgt.) are incredibly disciplined in their approach to acquiring companies. So far, it's working out.

Re: "Ofer was pretty full-on stating his objective was to grow the company."

He put the cart before the horse on this one as far as his outrageously obscene and insulting pay package is concerned. Dude better execute.

Queerty:

How about this for a "stupid statement":

I absolutely would not be happy if I had to take 10 pounds, let alone 7.

Sure, I would take it and move on, if forced to do so, but I sure as eff would not be happy about it, at either price.

You ought to speak about yourself when it comes to stupid statements.

Tricky,

That's how it reads to me...we're a bargain down here. Unless our totally overpaid top executives screw the pooch and don't execute.

Here's the article in its entirety:

Top stocks that may be tax loss selling bargains

06:33 PM | Tremor International Ltd (TRMR) | By: Kim Khan, SA News Editor

• Raymond James looks at stocks that may have been unfairly punished by investors looking to realize capital losses.
• "We have sorted Raymond James coverage universe, and included stocks that have underperformed the S&P 500 (SP500) (NYSEARCA:SPY) by 10% or more in the past two months, and are down 30% or more from their highs, but have maintained Outperform or Strong Buy ratings by Raymond James analysts," strategist Tavis McCourt writes in a note.
• Given "the uncertainties around virus variants, for many of these names it is difficult to ascertain how much of the underperformance is attributable to tax loss selling vs. a rapid change in investor perception around economic re-openings in 2022," McCourt adds.
• Among large caps they highlight Global Payments (NYSE:GPN), PayPal (NASDAQ:PYPL), Activision Blizzard (NASDAQ:ATVI), Delta Air Lines (NYSE:DAL) and Qualtrics International (NASDAQ:XM).
• For mid caps there is Doximity (NYSE:DOCS), DISH Network (NASDAQ:DISH), Teleflex (NYSE:TFX), Encompass Health (NYSE:EHC), Perrigo (NYSE:PRGO), Bumble (NASDAQ:BMBL), Alaska Air (NYSE:ALK), Avalara (NYSE:AVLR), Oak Street Health (NYSE:OSH) and BridgeBio Pharma (NASDAQ:BBIO).
• In small caps they note Tremor International (NASDAQ:TRMR), ViaSat (NASDAQ:VSAT), Duck Creek Technologies (NASDAQ:DCT), Dave & Buster's (NASDAQ:PLAY), Rent-A-Center (NASDAQ:RCII), Haemonetics (NYSE:HAE), Cheesecake Factory (NASDAQ:CAKE), Itron (NASDAQ:ITRI), SkyWest (NASDAQ:SKYW) and Bloomin' Brands (NASDAQ:BLMN).
• Jefferies likes small caps to outperform large caps in 2022.

Raymond James agrees with me on this one (note use of the verb "may" in the below headline, and my use of a question mark in the subject line. We speak English; words matter, as does context):

Top stocks that may be tax loss selling bargains:

• In small caps they note Tremor International (NASDAQ:TRMR), ViaSat (NASDAQ:VSAT), Duck Creek Technologies (NASDAQ:DCT), Dave & Buster's (NASDAQ:PLAY), Rent-A-Center (NASDAQ:RCII), Haemonetics (NYSE:HAE), Cheesecake Factory (NASDAQ:CAKE), Itron (NASDAQ:ITRI), SkyWest (NASDAQ:SKYW) and Bloomin' Brands (NASDAQ:BLMN).

BTW, Flying,

We need a reality check. We're competing well and gaining share in a very competitive market, but we're not "eating their lunch".

We are a tiny player in a huge market. Fingers crossed we continue to gain share, but we are what we are, and we're still a tiny company.

Flying,

The Americans don't know a thing about TRMR. Nothing. If we did know about it, and thought we could make Money off of it, we'd be piling in hand over fist.

We are slvts when it comes to making Money. We'll prostitute ourselves to anyone.

Not to mention the entire ad-tech sector has been getting slammed. I've been taking the high hard one without lube for the past several weeks, to the point it hurts to sit down.

If the below is correct, I stand corrected. (30 November report had 55% shares traded as shorts). Perhaps we're being sold for year end tax losses? Beats the heck out of me.

TRMR The short sale volume percent (not short interest) for stock ticker TRMR is 32% on Dec 01, 2021. The short sale volume is 54,019. The total volume is 168,908. The short sale volume percent is down -23% compare to Nov 30, 2021.

I was referring to the ADR units in the post immediately below.

BTW, the entire ad tech sector as well as the entire US markets got pounded today, especially the NASDAQ.

Perhaps today was nothing more than a move in sympathy with the rest of the market. But wait, including after hours, TRMR is now down over 9% today, while the NASDAQ was down only 1.83%. (We've traded down to $13.88 after hours. Trades in blocks of 100 shares at a time are suspiciously bringing this down further AH.)

Back to my short theory.

Radium,

I've no idea why or by whom this is being shorted, except for the probability that someone or some group are making Money off their actions. I know, that's stating the obvious.

Why are they shorting this one without some sort of information dissemination, true or false (à la Ben Edelman)? Probably because they can short it without so doing. This is easy to short; the number of ADRs outstanding are very limited, and our daily volume is minuscule. The ADR follows the price of the common pretty closely during London's trading hours. After the close in London, it usually begins it's decline.

I think they're shorting this one because they can. And they can do so easily. At least that's my theory...but I am no expert on this matter, that we know for sure.

The low today was $14.04 (also the new all time low for the ADRs).

This converts to 529p. We closed at 560p, so we gave up a bit over 5.5% after London's close, on no news.

They'll get theirs if we perform. For sure.

The ADRs were pounded down to $14.32.

This equates to the common shares trading at 539p.

It doesn't help that the GBP is lower vs USD today, but that's not a huge factor in what's happening to the ADRs thanks to the shorts.