Member Info for Radium1

Curly....Canute is thigh deep in failed Tremor prediction tracking back almost a decade now. He should be certified in my view. And so should anyone persuaded by anything he produces from his cracked crystal ball. Ignore the clown....I do.

Mal, re your...Surely it can’t fall much below £6 in the weeks ahead....

Depending where this opens first thing in the morning, it's likely I will be adding from tomorrow onward as well. It's just too difficult to resist at this price and below. I have enough of Tremor and said I would not add anymore, but feel that I can't resist this now. My one leveler in buying into this one again is, with the earnings out of the way, there isn't a catalyst in sight to give this a lift and the next one is another few months away. Probably why this is being worked with ease right now. I may as well take my share of that advantage. That said, management may come under quite a bit of presure to start another buyback, if this weakens too much more.

Tricky, re your, I haven't read the full transcript of the 'call' yesterday….

Rather than make assumptions based on second hand information, why not inform yourself first hand by actually watching and listening to the Investors Meet webcast. Here’s the link. You will be asked to register but it is easy and safe to do that.

https://www.investormeetcompany.com/investor/meeting/q3-update

The RBC Global webcast covered similar ground but gave a little more depth and colour. Unfortunately, you can’t access that one now.

dog.....yes, it's crazy, but differtials can occur when our main market is closed. If Tremor US fails to level up to our AIM close price, before the bell stateside, then it's likely (but not certain) that it will be marked down to something close to your close price when our market opens in the morning. I have soo many Tremor, (for me anyway) I don't need or want any more but, if this trend continues tomorrow, I will add again. This sp is bordering on the obscene.

The main listing for Tremor is on the AIM and this is what will always drive the US and not the other way around. A difference between the two sp values may occur when one market is open and the other is closed but that should quickly repair with the next opening of AIM. At the moment the US pre market is tracking Tremors AIM sp, as it should.

Within the Investors Meet presentation, Offer Druker addressed these doomsters reminding them and the rest of us that 18 months ago Tremors sp was c. £1.20. Having peaked at around £8.20 it now sits at £6.40 and therefore up 500%+ in that short time frame. A time frame in which our resident nasty brigade has fallen over itself trying to stop the upward trajectory from happening. Anyone stupid enough to have been persuaded has missed out on a 5x bagger. Worse, they/he have/has been trying to work Tremor’s sp down ever since it’s low of c 70p, so you can work that loss out for yourself. Canute in particular comes with a serious wealth warning and therefore it was good indeed that Ofer Druker managed to address and mock the un-named ‘someone’ who apparently had been putting it about that Tremor will be issuing a profit-warning. Who was that aimed at?

Link for the RBC Global Technology webcast at 8.20 pm this evening...
https://kvgo.com/rbc-global-tech/tremor-international-ltd-nov-2021

As advised earlier by SSN, yesterday's presentation is now available on Investors Meet website, link provided below. You will need to register but it's easy and safe to do that.

https://www.investormeetcompany.com/investor/meeting/q3-update

gdog, forget about the Excec comp and just hang in there like you were planning to do before you knew anything about it. You have done all the background stuff already. I fully expect these guys can do it and that will become clear from 1Q22. atb

devnull, re your so-called humourous posts....
I don't find them funny.
It's hard to believe that you occupied four slots with that garbage.

Did you notice that Ofer Druker managed to address and mock the un-named ‘someone’ who apparently had been putting it about that Tremor will be issuing a profit-warning? That guy must feel a bit sick right now. Was it anyone from this board by chance?

Cont…This 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

First and foremost, in regard to the arguments about question selection at the presentation, just about every question on ShareNicelyNow’s list of questions, for which I took the liberty of emailing to Ofer Druker yesterday, along with a sharp request that he deal with all of them at this presentation, were addressed; together with a few others that I sent separately. Further, those questions took precedence at the very top of the time slot allocated. From where I stand, I’m content with the answers and the explanations he has given. He didn't shy away from the Alphonso matter either and I think, under the circumstances (ongoing litigation), he was as open as he could be about that. Alphonso has been weaponised, and it has been used to plague investor on both bulletin boards for too long already, at least, that’s as far as I am concerned. So well done there. Ofer Druker confirmed that Alphonso has had an impact, but it is not a material one. For ctv, the issues were part seasonal and part verticals and those verticals differ for different adtec's....they are recovering as the world pulls out of covid. See info below and consider how this could impact revenue forTremors Auto vertical. He addressed the concern around the +15% ctv growth estimated for 4Q and he emphasised, two or three times he pressed, that the +15% was conservative in that they preferred to be responsible and conservative rather than overstate and disappoint. Looking to 2022, Spearad will be fully integrated in the first qtr of FY22 and Vidaa kicks in on 1st May. I believe both will have an immediate and substantial impact on Tremors Video and CTV revenue over the remainder of 2022 and beyond. The market will see ahead this probability.With regard to the sp and closing the gap with our peers following the IPO, Ofer called for patients, and I have always said here that people need to lift their horizon for Tremor, into next year. I fully expect and believe that, alongside the 1Q22 earnings release, you will see the start of that realignment and the gap closure will happen, if not before then. Truth be told, and irrespective of what some of you are posting here, overall, I’m happier now than I was and apart from the Exec comp, for which you either learn to live with or can’t, the presentation cleared the air for me. I have been here a very long time I’m well in the blue and I’m going nowhere soon. I’m fully confident that this will work out well in FY22, and I’m looking forward to that.Continued...

Rusty, so sorry to hear about your mum. Lost mine a few years back, very painful. atb

Re previous post, try this link instead...
https://aw-journal.com/let-me-tell-you-why-people-are-dying-in-the-back-of-ambulances-mr-javid-anonymous/

A heart tearing read that ought to bring any worries you have here into perspective. A NHS, already broken as a result of ten irresponsible and reckless Tory austerity measures, now unable to cope with the impact of Covid-19, and we are paying with our lives.

Let me tell you why people are dying in the back of ambulances, Mr Javid (msn.com)

This 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) man power 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.

I would like you to bring the following to the personal attention of Ofer Druker.

It was glaringly clear in the 3Q earnings report and the presentation following it, that something was amiss with Tremors ctv revenue. Not only did Tremor miss consensus for 3Q, but it also reported zero QoQ growth over 2Q. This, in a sector that is growing fast and has been hailed by the company as the engine of its future growth. Is it any wonder then that Tremor’s share price has taken a dive? Is it any wonder that shareholders are furious that neither Ofer Druker, Yaniv Carmi or Sagi Niri provided an explanation, either in the text or in the conference call or the Q and A that followed? To make matters worse and add further to shareholders angst and anger, it was obvious to all that slide 15 from 2Q had been deliberately removed for the 3Q presentation with the intent of masking the comparison in ctv revenues between the two quarters. The result…shareholders have made an immediate assessment in the competence, integrity, and value, of the executives’ responsible and assessed all of this against the $67 million in RSU’s/PSU’s based compensation that was granted to them, only a few months ago. And rightly so. Shareholders and the share price have responded accordingly…the share price has taken a sizable hit.

Three top Tremor Executives Ofer Druker, Yaniv Carmi and Sagi Niri picked up 6.7m in PSUs/RSUs worth a staggering $67m, just for completing the recent IPO on the Nasdaq and a further 6.5m shares were allocated to a different group scheme in April 21. The total cost in share-based compensation to Tremor’s shareholders this year FY21, will be $42 million and there is another $50.3 million lined up for the next financial year, FY22. These are very egregious awards… awards that, in the light of the above, have not reflected well in the performance or the behaviour of those responsible in presenting Tremor’s 3Q earnings.
The senior executives present therein, in presenting the 3Q21 earnings and conference call, have without doubt, damaged Tremors share price and themselves in the eyes of shareholders for failing to deal openly and transparently with Tremor’s poor 3Q ctv revenue performance. Additionally, shareholders were left scratching their heads as to why not even one analysts addressed this important issue during the Q and A session.

My own feelings right now are, that in view of the damage done, the reinstatement of the share buyback scheme in support of Tremors share price until the damage can be mitigated, would be appropriate, fitting, worthy and welcome.
xxxxx xxxxxxx Shareholder

You can send your questions to...
investorhelp@investormeetcompany.com.

SNN....meant to add that I have sent a small selection of my own questions for tomorrows presentation to ...
https://www.investormeetcompany.com/tremor-international-ltd/register-investor
Others may wish to do similar. We will just have to wait and see if they answer them. Perhaps that, in itself, will be telling.