Member Info for gdog

Gotta go with JR's 11:22hr post below.

But I'd add time alongside sympathy.

"...-what a gay day!"?

Two countries separated by a common language.

I don't know, Curly. I think our village idiot's been trying to breed incessantly (as well as screw us). He's too stupid to realize what he's attempting is a biological impossibility.

Of course our village idiot is a male.

That's part of the point of my post.

Curly, are you telling us it's possible for our village idiot to get another male pregnant?

Hey Ricky,

Yeah, one creates one's luck. But, as we say over here, "sheeeet happens". One never knows what tomorrow will bring.

Did you hear the one about some virus attacking the entire world?

Yeah...nobody knows what tomorrow will bring.

BTW: Just to express my belief in this space, at Friday's closing prices, and in USD terms (TRMR = $5.91 per share), I've 2.8X my TRMR position in Magnite (all MGNI shares are held "free and clear"), 1.91X my TRMR position in Perion Networks, and .58X my TRMR position in AcuityAds Holding Co.

Of my four babies in this space, I believe PERI is the cheapest fundamentally. TRMR next. Acuity after that (but it's a risky one), and MGNI is, at this point in time, very over-valued (or so I believe). Since I've not a penny in MGNI, and big tax consequences for selling it, I figured I'd let that one run...but there's huge downside risk. Not so for PERI or TRMR...at least not "huge" downside risk. Nothing is risk free, but some are riskier than others.

I love this space.

Yeah, I should have listened to the village idiot when I began researching the new blinkx a little over a year ago.

Regarding Wouty's below post, this quote in particular ( I think there's a typo in there, but I got his intent.):

"You also seem to completely go back the fact that Tremor has a shift of business model, away from what was called traditional and moving into CTV, PMP and selfservice."

This is exactly why I came back and expanded my position in TRMR stock. I may be a "simpleton", but I am not entirely stupid when it comes to making Money. As I stated when I first started to buy more of this one about a year or so ago, and I said it numerous times, 'this is not the same company as blinkx or R1'

Note, not that anyone cares, and I've never mentioned this before, but I've 70,000 shares at an average price of 157.3 pence. Simpleton? Perhaps. Not entirely stupid when it comes to making Money? Perhaps. Lucky? Definitely.

'Better lucky than smart.'

I did have post-reverse split ca 10,000 shares of blinkx left from my original stake back in 2008-2013. That's the only reason I received information about Taptica, in which I took great interest, started to follow after years of being away, then expanded my holdings by ca 60,000 shares.

I
I'll say it one more time (at least): This is not the same company in which many of us long timers invested. Not at all.

Good luck to all longs.

Gotta go with Curly on this one.

Dude's got issues. Why on earth anyone would take the time the village idiot takes is beyond me. Why bother? I just don't get it. Maybe I am just a simpleton, but I really do not understand why anyone would waste their time the way he does.

SW,

I've no idea; that's above my pay grade.

But I won't be the least bit surprised if there's a fair bit of consolidation in this sector.

That being said, I can only pray to Money that if any of my four CTV gems get taken out, that it's all all stock purchase. I hate paying taxes, and I'd owe a fair bit of capital gains on any and all of them. Especially my (totally overvalued in my opinion) Magnite.

I cannot stand the gluttonous pigs that run my governments; be they local, state or federal. None of them have any respect for their constituent's Dollars. They find it so easy to completely waste Money. Sorry, I digressed.

Before anyone corrects me, perhaps it would have been more accurate to say "he emigrated from Hungary to the USA".

Six of one...half dozen of another?

Milhous,

If you're interested, check out IBKR (Interactive Brokers). They're all over the world, very internationally focused (it's in their DNA, the founder was an emigrant to the USA from Hungary (if memory serves)).

Once you figure out the platform, it's fabulous.

Note: It's a steep learning curve, you are pretty much on your own, but once you figure it out it's an absolutely fabulous platform. I've investment accounts at Solbank in Spain, Vontobel in Switzerland (now closed due to regulations), TD Ameritrade, E*Trade, and Fidelity.

By far my fave is IBKR. Buy far. Too bad it took me about 4 or so years to really figure it out. There is an enormous amount of info on their platform.

SW,

Excellent point about us being in the ad/marketing biz, and we're doing a horrible job of advertising / marketing ourselves as a company.

I've no idea why that irony was lost on me.

Sorry, but my below 17:01hr post was directed towards the question JR asked about a potential TRMR Nasdaq listing.

I think it could be fabulous...but there's no guarantee of immediate success in people discovering this gem.

But, implications from what my longtime pal Crusty was saying, if we put up the numbers it'll only be a matter of time before the US markets catch on, and TRMR catches fire.

This is where I believe PERI is now situated. It's on the Nasdaq, but nobody has a clue about who they are, what they do, and how well they do what they do. If PERI keeps putting up the numbers they've begun to put up, it'll eventually, in the not too distant future (whatever that means), catch fire, then watch out above.

Same with TRMR.L.

The similarities between the two are remarkable.

Gotta go with my pals JR and Crusty on the dividend issue. (BTW. JR, this is very American of you.)

This is a massive land grab. This is the California Gold Rush all over again. There is so effing much current and potential Money in this space, the competition will be fierce.

The competition is going to be not only fierce, it's going to be humongous.

I strongly believe we need to keep our cash available in order to develop new technologies and fend off well funded startups.

This will be a massive fight for the next decade. At least.

All of the above is my opinion. Feel free to ignore.

Crusty, or anyone interested,

You can easily find / follow PERI on Yahoo Finance.

I post there, mentioning TRMR.L often. TRMR "trades" on the OTC Pink sheets, the most speculative marketplace of all OTC marketplaces, under the symbol TTTPF, but it's a total joke. That derivative makes buying TRMR on the AIM look respectable, which is saying a lot. Even though it "trades" in USD over there, I've not purchased one share of TRMR on the Pink OTC marketplace.

Crusty,

How funny...I just thought to myself, 'I ought to post in which market PERI trades'.

It trades on the Nasdaq.

Perion Networks Ltd.

Hey Crusty,

I totally agree with your 10:15hr post below. Especially this part:

"... let the performance do the talking."

You guys ought to also check out PERI. That one's fundamentally cheaper than TRMR, has many of the same attributes managerially, and was also doing really well as of the last update. PERI is, coincidentally, located about 8 miles from TRMR in Tel Aviv.

Time will tell, but it's generally a wise rule to spread one's risk around, both inter-sector and intra-sector.