Member Info for Malbright06

Zut Alors. Having already made a bundle on Trmr I thought yesterday would be the time to increase my shareholding so put a limit buy order at 710p to buy £20K. Bloody bad timing as the share price got away from me and now doesn’t look like retracing back to low 700’s. still convinced this will go to 1200 within a couple of years so holding what I have and will just have to adjust my limit price. As the guy on the Fast Show used to say “BUGGER”.

Yes I put him on filter almost a year ago and it has been fantastic yet so disappointing to see that this board remains full of people still reacting to his negative comments. As somebody once said "it is better to be talked about than never to be" If we continue to feed the beast it will simply annoy you. As Nike said "Just say no" and filter him. Meantime enjoy your accretive wealth on this stock which has done wonders for me. I could buy two new Teslas from the profit made already.

Members will know from my previous posts that I have been a long term investor since the Blinkx days. Although my various investments in this company in its several manifestations have been very fruitful and I am probably up around £60,000 presently, I still feel that the share price currently has got way ahead of its fundamentals and is exhibiting the sort of euphoria we see in USA stocks in a similar market. The next trading statement will hopefully put a bit more meat on the bone after several months of record trading results viz revenue and EBITDA, but I still have an uneasy feeling that a pullback is due when actually seeing the true P/E ratio on a trailing and forward estimate. UK stocks don't normally carry the crazy P/E ratios of US stocks such as Tradedesk or Magnite as our markets tend to be generally more controlled and sanguine. Anybody's thoughts or comments welcome. ?? I continue to hold and will not sell. I made that mistake after buying in at 101p and selling at 141p only to then re-buy at the same 141p entry level.

Having concluded this is all froth today I managed to get another £2000 at 316.5p to add to my already VERY profitable holdings. Fully expect tomorrow will see another lift in price back to the 330's at least.

Steviewonder77 - Wow if I had been in a loss of £300K I might never have slept again. But contrary to your name, you haven't been blind to the upside of this company and I couldn't be happier for you now that you're in a handsome profit. Keep the faith brother !!

Nothing illustrates the vagaries and ups and downs of this stock than my current status. Ive been invested in Blinkx/Taptica/Tremor as is now, since about 2014 and have watched sometimes in horror as my hard earned cash seemingly drifted away. BUT all is now changed The Jam tomorrow has arrived yesterday and looks like it might develop into a full blown cream cake by end of next year.To illustrate my ups and downs have a look at this as at todays' share price.:-

Fund and Share account. -58.6%. Loss of £ 2663.15. Invested since Blinkx days
SIPP - 22.88%. Loss of £ 1551.22. Similar investment period as above
SIPP Income drawdown + 56.7%. Profit of £ 4203.40. Invested since about 2017/18
ISA +138%. Profit of £ 16932.77. Invested in 2019/20

So all in all I'm in a handsome profit just now but look at what we've been through to get here. Have faith all who remain in this stock as it should reward you handsomely going forward.

Another Adtech company Magnite ( from the merger between Rubicon project and Telaria) also up 10.5% today following on the great reaction to ctv growth. TRMR is so well placed in ctv that it surely must be banking on further growth in Q4. Everything seems to be pointing towards an interesting 2021. Surely the SP must shoot through the £3 barrier within next 6 months.

Trade desk share price up over 28% in Nasdaq trading today with analysts still showing this as a BUY particularly as their share of the ctv market (in which Tremor is very well placed and showing huge growth) they say is still in its infancy. Maybe there is still time to load up on some more TRMR shares. Im already in great profit having bought back in at 137.5 p and 141 p. Despite the reservations expressed by our resident Doctor Doom I still rate TRMR as a screaming buy. Think what its share price could be if we were ever to try for a Nasdaq listing.

Trade Desk results last night were really strong with both revenue and earnings well above consensus. Areas in which TRMR are well established were particularly highlighted as substantial growth areas. All of this bodes well for TRMR going forward.

Well it turns out I was correct in my earlier post Monday. Today we recovered all the fall of Monday so am expecting an RNS tomorrow showing which II has moved up the ladder. Im glad to report that Ive made a handsome profit on my TRMR shares purchased for my ISA earlier this year, and have recovered to a small profit on the shares held in my SIPP. To illustrate the ups and downs since the BLINKX days Im still showing a 65% loss on some shares held in a normal share account, but thankfully this is more than offset by recent profits. I am holding on for at least the next couple of years as expecting this to recover to over £3 by Summer of next year.

Whats the betting that todays fall has been engineered to enable some II to buy a swag of shares at a low price. As night follows day I reckon within a day or two we will see an RNS detailing a build up of shares by some company.and also within a similar time frame we will see the share price recover sharply. How can we small private investors hope to fathom this AIM market. We are completely out of the loop regarding share price movements.

At the current SP I am well up by over 40% on the shares I bought for my ISA. However I'm still down around 4 to 5 % on the shares in one of my SIPPS and about 75% down on shares I bought for a normal fund account back in the days of Blinkx. Thankfully the latter share holding is minimal in the context of the shares in my ISA.
This is the first time in years I am feeling quietly confident about the future. As others have posed I don't really see this moving much above £ 2.50 within the next year at least until the actual results become clearer. For too long we have been promised "jam tomorrow" and then they hid the actual performance within the mixed takeover financials. You never got a breakdown of individual company turnover or profit per sector, just the overall sales and loss.

Is there any particular significance in a large spread as currently. ?? Usually the spread on this share is 2 but today at 7 this represents 5.1% which is really high. Does this portend some news that may affect the share price.

Having made a few bob buying a couple of lots at 102p and 137p I decided to sell out at 143p and wait for the pullback. As this has happened today managed to buy back at 140.2p and will now hold. Via a unit trust also holding Trade Desk which as you all know has performed so much better by having a Nasdaq listing. This share has been up and down like a bride's nighty.

HL just sold at 141.1 when the bid price dropped to 140p and thus triggered my stop loss. Time will tell if I made the right decision but as they say, bank the profit while you can. Looking through the next few months I can only see further re-tracement of stock markets. Does the old adage "sell in May and walk away" still hold true.

Maybe they feel like I do in that the price may well fall back shortly and they can buy back at lower prices than now.Seems logical.

Having made a few quid by buying in at 102p and 137.5 p I fear the share price has now topped out and is stuck within this 142 to 145p range. I also am of the belief that the very significant stock market surge since late March may very well be coming to a head. For this reason I've put a stop loss at 140p for my current purchases and if there is the expected pull back I'll try to buy in at a later date. Any thoughts short term ?? I remain firmly of the belief that whilst we may well write off 2020, there could be a recovery from mid 2021 back into the 200+p range.

Following my last posting I decided to bite the bullet and sell the lot at 143.1 p. Already re-invested the funds and as per today have made between 7 & 8% already. I remain very sceptical that the eventual total capital return will reach the 195p valuation per cash holdings a while ago. Expecting a very significant cash drain under the Covid situation but he ho we'll see in a year if I was right or wrong.

Ive just done a calculation across all my share holdings in Tremor, having been in this share since the old Blinx days. I've got holdings in ISA, Sipp, Sipp drawdown, and fund holdings each obviously bought at different times over the years. Until this bloody coronavirus hammered the markets I was well on my way to recovering my average COST per share of £ 2.60.
I am holding on as I think this has definite medium term potential to well exceed this average cost, but a lot depends on how quickly companies return to advertising after the virus shutdowns. Listening to financial commentators it looks like advertising will take a hammering as budgets are smashed. Any thoughts ??

Ive just been doing some calculations which Id like to share with you and ask your opinion. Having already lost some £50000 approx on this share over the years, I calculate that my current shareholding after all the dilutions is a grand total of 1724 shares across ISA, Sipp and fund holdings. If I sold the lot at £1.43 that's give me a grand total of £ 2465.32. If I held on and by some miracle at the final demise of this company I might get an extra £0.52 per share (based on the RNS notice of £ 1.95 per share_ that would give me an additional £896.48. More realistically and based on my own postings, say we only get another 30p per share that's give me £517.20.
So the dilemma and question is do I think that with the markets running hot currently I might be able to register a gain of 21% (ie £517.20 divided by £ 2465.32) in the same time frame that I would otherwise have to wait for my capital return from Watchstone. I'm sure many of you might be asking the same question. I know the sums are small and that many of you might have much larger residual holdings but the same percentage play applies. Given that one investment I had since end March has already returned over 40% I am leaning towards the sell and re-invest now or miss the boat as markets recover.