Member Info for gdog

For all the old blinxians: we used to joke about the music they played while we were waiting for the call to begin.

That was 15 years ago. Same music.

CTV weak, but we may be on the mend.

Off to bed on the west coast USA. See you guys tomorrow.

Thanks for the chuckle, Crafty.

Sadly, Megan would be an improvement.

Apparently Charles agrees with me.

Crafty,

How funny. I imagine the irony of your post to me is lost on you.

I just heard where little Harry denounced his UK citizenship in favor of the USA.

Please...NO...please take him back. And with him that tramp he married.

Jon,

Literally all your points have been discussed on Seeking Alpha comments and Yahoo BB. I have the same concerns you outlined as well.

Speculating on these matters is just that, something of which we're all guilty. We'll have to wait until earnings and the conference call to learn more, unless statements clarifying the disastrous situation are released prior to then.

One of my big concerns is new language in the 20-F. They talk about risks associated with "Made for Advertising" sites (rubbish clickbait sites). This is very disconcerting for me. Go to SEC filing 20-F, do a search for "Made for Advertising", and read that section. They mention risk of reputational damage and refund demands. Not good.

Oddly enough, when PERI won the supply partner of the year award for MSFT in 2022, they did so for placing good, clean ads, not rubbish. Go figure.

Gino,

I was wondering the same thing about the amount of the settlement. Don't know about clearing debt to make us more attractive...no clue on that direction of speculation. But the amount of debt we paid off surprised me.

A sign of confidence. Big time.

Jon,

Not sure if this is a buying opportunity or signs of serious problems with the biz model, and I've been checking.

Mgt is not responding to my inquires, which is unusual and not good, but not necessarily bad. I imagine they're busy putting out bigger fires.

I am waiting to hear the conference call early next month. There are a lot of questions that need answering. Until then I am holding (relatively) tight, and a lot poorer than I was a few days ago.

Thanks Radium,

Yeah, I've been in since August 2019. Bought a lot in the sixes down to the fours, then all the way up to the 30s.

That being said, the damage is bad from the bar set this time last year (52 week high of $42.75), but the damage inflicted upon me (and many of us) by NEXN is also no picnic (US saying?).

75

As is well known here, I am LONG PERI.

Brutal day today. True story, I woke up at 02:55hr to relieve myself. I always check the markets at when I wake. I saw the PERI debacle and my back completely broke out in hives (started to itch...really bad). It took me 90 minutes to get back to sleep.

I've been on this board touting PERI mgt., big time, for years. I am officially eating crow.

Jon,

That may be the case.

Anecdotally, I arbitraged my common, selling my AIM shares while simultaneously buying the ADS units, taking advantage of the price disparity between the two.

Sold (in aggregate) 1,461,120 shares of common.

Should have added: I pray their confidence in our product and their ability to execute will be justified.

They are either very stupid, insane, devious, or confident in our product and their ability to execute.

Praying to Money it's the latter of those choices.

Radium,

We're on the same page...except I capitalize the "M" in Money, the "C" in Cash, the "D" in Dough, etc., to show proper respect. It's not a typo or misspelling on my part, it is intentional.

Forgot to mention we closed at 209p the day before earnings release.

It appears things have settled down since the earnings release...and by down I mean our stock price.

Seems to me the market isn't buying what Ofer's selling.

This can turn quickly if we execute. Too bad I've been saying that for a couple years.

Radium,

We've heard stuff like this before from Ofer over the past several years: More jam tomorrow.

While it may be true, and I pray to Money it is, I shall remain skeptical until shown otherwise.