Member Info for gdog

SNN,

I don't know if it's margin calls or not. Volume is low at only ca 190 k shares 7 minutes before close.

This is in sympathy with a number of my other stocks in this sector: MGNI, PERI, ATY, FUBO, TTD, OB, TBLA all down. PUBM, up, CRTO flat, GOOG up.

We just hit an all-time low for the ADR units at $16.13.

Did I say "crazy" a bit earlier? I think it is.

Tricky,

I prefer my adjective about the compensation package of the executives at our expense: Obscene.

Mal,

For that kind of Money, I see why one would buy in the USA. That and you can often buy the stock at a cheaper price, after hours your time, due to the vagaries of the US markets doing what they want, with no respect for the underlying issue's price on the AIM.

One would think the ADR units would not trade below the closing value of the common stock in the UK, which closed at ca $16.53 (at $1.35/GBP).

Now trading at $16.20-$16.25. Crazy.

I have a GTC limit order in at $15.97, just in case we get spanked even more overnight (my overnight).

Looking at the most recent conference call participants, I see four analysts. I believe three of the four are located in the States, but don't have the time right now to be sure.

The three I believe are Wall Street analysts are Matt Swanson, Laura Martin, and Andrew Boone.

Mal,

It appears to me you're located in the UK.

If that's the case, why on earth would you buy the ADR (ADS) units on the NASDAQ? There is a fee of $0.02 per share charged by Citi, and there's also currency issues.

It's very easy for me to buy these in the USA. Just like any thinly traded stock. I use limit orders and exercise a bit of patience. I do pay very close attention to the price in the UK when buying here. I'd bet not many others do this, thus the wild gyrations after it closes in the UK. For some reason I tend to believe this issue actually trades in the UK. Most American's are either too arrogant or too ignorant to try to figure this out. Then again, maybe I am letting the tail wag the dog, because our markets do tend to lead the world around by its nose. Like it or not, I was merely being totally honest by that last sentence.

Over the 12 or so months leading up to the ADS offering, it actually became easier for me to buy shares on the AIM, as I talked about here at that time. It's still more cumbersome because of FOREX. When buying in the UK, I didn't want to add another layer of risk due to currency risk, so I'd buy GBP to cover the cost of buying my stock, but, while reducing currency risk, that adds a layer of pain at tax reporting time. It's a pain to keep track of even though it's not much Money (the profit or loss on the FOREX trade has to be reported).

As far as analysts coverage, they're taking notice. If memory serves, we've four or so covering us from the States right now. Don't hold me to that; I'll get back to you about this one when I actually know what the eff I am talking about when it comes to who's covering us and where they're located.

BTW: The 52 week low in the USA is $16.16. So far today's low is $16.30.

If we drop into the 15s on no news I am afraid I won't be able to resist a nibble.

...can remain irrational far longer than I (we) can remain solvent.'

As much as I am tempted to add more down here, I really cannot afford to do so. At least not with any degree of responsibility.

Hey Eagle,

How funny. About the time you were typing your 15:36hr post below, I was listening to that part of the call.

I could have it all wrong, but it seems to me we're paying our CEO umpteen gazillion USD to check out the boards to see what we're saying. I pray to Money he has somebody else doing that. Maybe somebody who's only getting paid $5 million per year.

I'd be willing to bet, if you asked 100 investors in the USA what the AIM is, there would be only one who would know.

And that's the person who's typing this post.

TRMR will need time. If we produce, and I strongly believe we will, the markets will take notice. It took PERI forever to get any respect, and we're (PERI holders) are finally getting some.

Give it time. It'll work...as long as we execute, as Ofer so adamantly believes we will. More on that later.

The below link, as provided originally by Radium in a below post, is well worth 30 minutes of your life.

Unless you're the Village Idiot with some strange axe to grind.

https://kvgo.com/rbc-global-tech/tremor-international-ltd-nov-2021

SNN,

While I (obviously) agree with you about 650p being a good buy, my fingers are crossed we're correct in our belief.

At today's exchange rate, and thanks to what I believed was an arbitrage opportunity, the ADR units I just picked up translate to 2,000 shares of the common at 625.19p

I'd be more than a little happy if we never see that level again.

Not only are the TRMR ADR units inexpensive relative to most, if not all peers in the group, the ADR units are inexpensive relative to today’s closing price of the common stock in London.

To be on par with the common, the ADR units should be trading at $17.147

I, once again, couldn't help myself, and just bought a bit more at $16.875

That’s an arbitrage opportunity of ca $272.00....unless we hit the skids tomorrow.

I have no impulse control.

122w,

I have a total of two morons on filter, one on this site, and one on Yahoo. I mention this to point out I don't follow our resident village idiot, but there's enough flotsam and jetsam from posters reacting to him to give me a sense of his drift.

Your post tells me you've not been paying attention.

Our village idiot was telling anyone who'd listen to sell when we were in the 150 pence range.

The TRMR story if far from over. Any "investor" who has a clue knows the market often swings too far one way or the other, and usually self corrects over time. The fundamentals always win in the end, and ours seem pretty solid.

Again about the Village Idiot: Even a stopped clock is right twice per day.

Even a stoppe

Hey Radium,

Truth be told, after going over only the beginning of the finnCap report, which basically reinforced what I already know, I placed a GTC order to buy another 1,000 shares, limit price of $16.97. They executed at the start of "outside RTH" for the NASDAQ (outside regular trading hours) early this morning, or 01:00hr my time.

That should tell you where I landed in my thinking.

Rusty,

Stay well. It appears you've had more than enough heartache in your life.

Radium,

Fair enough. I did notice the questions SNN asked on this board were addressed, and I plead guilty to having become a bit biased over the past few days due to my ire over the totally outrageous compensation package these guys have been awarded.

My anger and disgust will be greatly tempered if they actually earn the huge amounts of Money they've been awarded before the fact. To better put it, if they actually earn those pay packages, I'll be thrilled. As will we all. But that's a long way away, should it occur.

If our guys give us the kind of company wide performance that Green's brought to TTD, I'll be the first to vote for a fair but large share based comp package.

If they earn it, that's another story. We've put the cart before the horse with these guys.

Green's pay is obscene, but he's brought obscene results for shareholders.

As a percentage of his company's revenue and profits, it's less than we're paying our execs, and that's before they've proven they can bring obscene value to the shareholders.

Rusty,

That's the age at which my mom died, two years ago this Friday. She was also very frail for her last couple of years, and it was her time to go. She had a good run and a good life, as did my father, who died at the age of 96, three years ago. He had a great one, and it was his time as well.

Dad was stationed at Kimbolton during the war. He piloted B-17s for 21 missions over France and Germany.

Same sentiments from me, Rusty.

May I ask your mom's age?