Member Info for Radium1

Note the use of the word ...commers...noun. From the Latin commericum, meaning a 'gathering'. Sometimes used when referring to a gathering of beer swirlers.

bumblebee1 re your...Radium,I dont know about stagnation but seeing 99% of shares down today i would say its bloody obvious its the market ,wouldnt you.

No, Totally Plc has been on a steady decline for 5 months+. All the way down from a high of 43.5p in July to a low point of 30.75p today. That's an almost -30% drop. Sadly for those who can't work it out, this slow erosion transit to fair value is set solid to continue. Fully expect this to trend down to below 30p. What's the P/E on this one now?
Same old Totally, a totally stagnant investment ...excuse the pun. Except for a few late commers who were lucky to experience a short lived upward blip, investing in Totally Plc has been a nightmare, a dead money investment. Just ask Canute, he is languishing here with a 7 year loss already. And if he holds on for another 7 years it will be a 14 year loss because Totally's sp is never going back to the 70p and 90p days of the past. Best put your money into something that works. This one is loser and a long proven dog.

Ooops…. at touchong a low of just 30.75p today. = touching a low of 30.75p today.
comparrison = comparison. Stagnent = stagnant…..but I guess you figured this already.

Back then, Canute had been buying blinkx at prices all the way up to £2.20 (£22+ in todays money. He sold them at c. 50p and then reinvested those lossy blinkx (now Tremor) sale proceeds into Totally Plc. Totally’s share price was around 60/70p at that time, but he had been buying Totally at even higher prices prior to this, i.e 90p+. As far back as 2014 Canute posted this on advfm about his Totally Plc investment... on the 2 Mar '14 - 16:40 - 2231 of 3524 …quote… I've put my money where my mouth is... I've a huge amount invested and all in my ISA….With Totally’s sp at touchong a low of just 30.75p today, that is a further c. 54% loss on the shares he bought at 70p and 64% loss on those he bought at 90p. On average a further loss of c. 60% on his “huge amount invested”. A loss that he has been languishing in for more than 7 years now. Truth be told, this self-effacing sage has no history of ever having had a successful investment.

Totally Plc is trending to under 30p, as predicted by me a few months ago. Whereas Tremor International is being worked low just now for strategic reasons, Totally Plc, in comparrison is one of those stagnent type investments. It's just dead money, year after year after year. Ask Canute, he's been here 7+ years now.

instadeth.... If you haven’t already looked in on the advfm bb, then, for what it is worth, I think you will find that the arguments and conspiracy theories as to ''why is this happening'', have been pretty much thrashed to death over there during the past few days. Health warning...if you don't know it already, the advfm bulletin board can be a bit of a mad house, so be prepared. If however, you wish to visit and look back over the past 3 days (or so) of posts, then use the link provided below. Do take a hard hat with you and keep an open mind.

https://uk.advfn.com/stock-market/london/tremor-TRMR/share-chat

Not if it is the large shareholders that are doing the shorting and they have an agenda.

Yea, but jezz...1700p Vs 580p and all the other brokers with targets over 1200p.

Somebody wake me up. I'm having a bad dream....FinnCap Note...Tremor is currently trading at a vast discount on 5x 12-month forward EV/EBITDA, relative to its US peers on 16-86x 12-month forward EV/EBITDA, and at a discount to its finnCap Tech 40 peers on 16x EV/EBITDA with +14% NTM EBITDA growth. We do not expect that Tremor will continue to trade at a discount due to market or external interest, and we reiterate our price target of 1,700p based on 20x FY22 EV/EBITDA."....Tremor share price as I write..580p....just shy of one third of the value of finnCaps 1,700p target price.... Give me a break.

gdog,

Is that 364,363 shares or ADR's. If it's shares it represents just 2.3%. if ADR's it's 4.6%.

gdog….you’ll know you’re winning when Canute, the boiler room boy, switches into overdrive. As and when this recovers, he’ll be back on the steroids. I don’t read any of his clap, but an increase in the frequency is always reassuring.

Yes SSN.....The company's underlying performance remains strong.....

Did people actually miss that little update?

Re...Tremor had to seek court approval for the last buyback.

I think the reason court approval was needed on that occasion was because they sought to do a buyback while the balance sheet was showing the company was unprofitable.

bald_eagle.....Any serious ‘tentative’ approach would require an NDA.

bald_eagle,,,,the RNS states...."no substantial discussions have taken place thus far."

Emphasis is on the word "substantial" ... meaning, of any significance or importance or weight.

Talks, if and when they do start, can go on for many months, with and without a result.

As shroedar has already posted...you don’t sign an nda to enable you to share confidential information without a proposal on the table.
I think it safe to say that Temor is in play now. Next year, when the price is right, is my guess. The next set of results could be all it takes.

Pull the wool out of your eye. Most of us suspected that Tremor would be sold or merged one day. Now you know it's gonna happen. You just can't be sure when. My guess, sometime next year when the price is right. One thing is certain in my mind.... it ain't going to be sold for just £6.24 a share. Right now it's a gift.

Now that Kleinman has placed this news into the public domain, won't Tremor have to make a response? Like tomorrow morning!

Aware of its medium and long-term potential, no CEO wants to enter sales or M&A talks from a position of weakness due to a depressed share price and in the knowledge that his company is so undervalued in the moment. Hence the logic behind major shareholders pushing for an immediate and substantial buyback. The objective here being to lift the share price ahead of, and into any strategic review and/ or (potential) sale negotiation. Personally, I think Ofer Druker is as surprised and as disappointed as the rest of us at where we are right now, and, under the circumstances, he would prefer to wait until next year rather than be forced to confront what some of our major shareholder want him to do, right now. Meanwhile, in the absence of any other initiatives, I say.... please get on with the buyback.

Re...FWIW, WSJ reports supply chain bottlenecks are easing....

I posted this a week or so back. It is good news for Tremor's auto vertical revenues...

Foreign brokerage firm, Morgan Stanley has come up with report highlighting improved situation on chip shortage issue across the globe. Chip shortage has been hitting the Automobile industry badly and forced them to cut down the production levels. Morgan Stanley says that the Malaysian fabs'(fabrication Plant or foundry) manpower got back to 100% in October. Malaysian foundries which are a hub of these chips were shut due to rising COVID Cases. The Brokerage firm says that Auto chip shortage is now in the rear-view mirror and globally, car production is starting to recover. Indian Auto Stocks are shining after this report