focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
2021 is expected to lay the foundation for a return to pre-pandemic spending levels in 2022, when we expect expenditure to reach US$619 billion. By 2025 Expenditure is forecast to reach $1 trillion. For the first time, digital will reach half of total advertising expenditure in 2021, powering overall growth at a rate of 10.1%. Of course, our resident Canute is predicting that Tremor won't get any of that.
The potential for our sector and Tremor is just enormous. Hang on in there. This will turn.
https://assets-eu-01.kc-usercontent.com/7bf8ef96-9447-0161-1923-3ac6929eb20f/e81fba48-540d-48b8-b793-d9785212525e/Adspend_Report_2021_2001_int.pdf
hTTps://en.globes.co.il/en/article-new-israelis-on-wall-street-yield-phenomenal-returns-1001375234
It is crystal clear to me, from the responses and attitudes of readers on this and the advfm bulletin board that our resident Canute is tolerated with a heavy heart and a sense of unavoidable irksomeness. His posts, now numbering an unbelievable 32,070 are generally ignored, scrolled past, filtered or simply attract a sense of unwanted annoyance. He remains without weight, influence, or friends. You don’t need to refer to him by his name anymore, everyone knows immediately who you are referring to under the pseudonym, Canute and other derogatory descriptions. As I have concluded before. This guy is not unintelligent but in saying this, it is apparent to me, at least, that a few screws were left lose at birth resulting in personality problems that are not as obvious to him, as they are to the rest of us.
In addition to the 37% loss that our resident Canute suffered on that Totally cash call of 5 years ago, our resident Canute said about his investment in Totally Plc. on the 2 Mar '14 - 16:40 - 2231 of 3524 … I've put my money where my mouth is... I've a huge amount invested and all in my ISA...
On the 28th Feb 2014 Totally Plc sp was 90p. With Totally’s sp at 38.6p today, that’s a further 57%+ loss on his “huge amount invested”. And he has been languishing in that particular loss for more than 7 years now. Like I said already, this guy is just not capable of making good investment choices.
Take a slightly longer view. We have excellent 1st Qtr results in the bag already. As we enter the most lucrative final half of our fiscal year there are a further three reporting Qtr’s still to come. Some people were hoping for too much from Friday’s ipo. Better to let this settle now and lift your horizons meanwhile to towards the end of the year. On the back of what we know so far, only our resident doomster, blindsided by enmity and over-zealous antagonistic keyboard activity, would fail to see that Friday’s US share close is a minor aberration and presents a buying opportunity for some late entries to the party.
I've been here from the first day that blinkx was spun out of Autonomy. My boots are full already. I built my holding during those early years and at a low average. Thankfully, I am well in the blue right now. I do not need to buy anymore. My train left the station a long time ago. It is not going back there. But, for those looking for a late entry point, it is my view that Friday’s anomaly following the IPO, will not last. It is apparent that Tremor International was not well known in the US prior to its offering and the stock had little prior US analytical coverage. However, with the appointment of 5 new research analysts that situation will change. With this in mind, and Tremors existing fundamentals showing organic growth of 71% to 87% in the 1st Qtr, 5 upgrades since September, huge four-year sector growth forecast for our sector between now and 2025 and Tremor’s growth potential within this sector, those late to the party should consider buying now and on any further dips. There may not be another opportunity like this one, at these prices.
Our resident C a n u t e used to be in a similar position to me many years ago, he was forecasting back then that Blinkx was going to £3, equivalent to more than £30+ in today’s money. I held; he folded. He fell. Now, the guy who once forecast £30+ per share for blinkx, spends his days trying to bring everyone else invested here to their knees....along with him.
It is 5 years + since Totally PLc raised gross proceeds of £6.2 million from new and existing investors, via a subscription of 10,000,000 new Ordinary Shares at a price of 62 pence per share. Yes 62p, current sp 38.6p. Our resident Canute took his full quota back then and so, he and all the other fools that participated in that one, are languishing in a 37% loss for more than five years now. Further, he was buying Totally at even higher prices prior to that offer. That is successful investing….Canute style. Not surprising he lost out so heavily on blinkx as well then, is it? This guy can't make good investment choices. Avoid.
Take a slightly longer view. We have excellent 1st Qtr results in the bag already. As we enter the most lucrative final half of our fiscal year there are a further three reporting Qtr’s still to come. Some people were hoping for too much from Friday’s ipo. Better to let this settle now and lift your horizons meanwhile to towards the end of the year. On the back of what we know so far, only our resident doomster, blindsided by enmity and over-zealous antagonistic keyboard activity, would fail to see that Friday’s US share close is a minor aberration and presents a buying opportunity for some late entries to the party.
I've been here from the first day that blinkx was spun out of Autonomy. My boots are full already. I built my holding during those early years and at a low average. Thankfully, I am well in the blue right now. I do not need to buy anymore. My train left the station a long time ago. It is not going back there. But, for those looking for a late entry point, it is my view that Friday’s anomaly following the IPO, will not last. It is apparent that Tremor International was not well known in the US prior to its offering and the stock had little prior US analytical coverage. However, with the appointment of 5 new research analysts that situation will change. With this in mind, and Tremors existing fundamentals showing organic growth of 71% to 87% in the 1st Qtr, 5 upgrades since September, huge four-year sector growth forecast for our sector between now and 2025 and Tremor’s growth potential within this sector, those late to the party should consider buying now and on any further dips. There may not be another opportunity like this one, at these prices.
Our resident doomster used to be in a similar position to me many years ago, he was forecasting back then, that Blinkx was going to £3, equivalent to more than £30+ in today’s money. I held; he folded. He fell. Now, the guy who once forecast £30+ per share for blinkx, spends his days trying to bring everyone else invested here to their knees....along with him.
SNN…re your, ‘’at least 40 days 'quiet period'. Late July at the earliest, more likely mid August’’....
I refer to a number of comments posted on advfm about this. There appears to be a lot of uncertainty in the interpretation of the above and whether the 40 day quiet period actually applies to F-1 type listings.
Between now and the end of our financial year, there is Maximum pain coming for our resident Canute. A pain that will accumulate en-route. As the number of his posts increase and become more frenetic along the way, relax and enjoy with me the warm fuzzy feeling that I will be experiencing as his suffering grows.
The two trmr for one ADS allows for a handy 1:1 split later, as and when Tremor’s sp gets a little top heavy. Which I fully expect it will.
No time to calculate just at the mo but has anyone worked out the (approximate) cash pile that Tremor will have on the balance sheet after the ipo is done. Dilution about 9% max I think and, a quick back of an envelope, somewhere in the region of $300 million (£213 million) in cash... worth about $2 (£1.50) a share, I think.
It's 5 years + since Totally PLc raised gross proceeds of £6.2 million from new and existing investors, via a subscription of 10,000,000 new Ordinary Shares at a price of 62 pence per share. Yes 62p, current sp 40p. Our resident Canute took his full quota back then and so, he and and those other mug participants are still languishing in a 30% loss for more than five years now on that one and this is only the tip of the iceberg for our resident loser.
https://www.lse.co.uk/rns/TLY/acquisition-and-16362-million-subscription-yev4425dq58efet.html
The above is only the tip of the iceberg. Previous to these purchases he had been buying into Totally Plc at prices higher than this. As far back as 2014, our resident loser was buying Totally Plc in a big way, at prices well above 90p per share. Take a look at this clip he posted on the Totally Plc ADVFM BB in 2014, our resident Canute said about his investment in Totally Plc on the 2 Mar '14 - 16:40 - 2231 of 3524 … I've put my money where my mouth is... I've a huge amount invested and all in my ISA...
On the 28th Feb 2014 Totally Plc sp was 90p. With Totally’s sp worth just 40p today, that’s a further 50%+ loss on his “huge amount invested”. And he has been languishing in these losses for more than 7 years now.
Like I said, I loath this liar with a passion
Tonight’s news about the Tremor IPO is particularly pleasing for me in the knowledge that our resident Canute has missed out... big time. We are already seeing the sour-grapes posts over on the other board, not that I read any of his dirt. Wonderful, just wonderful. I am starting to get that warm fuzzy feeling again. Another one in the jacksie for the guy I loathe with a passion. A great day for me. And more to come.
Great news 1gw. Thanks for that.
It's 5 years + since Totally PLc raised gross proceeds of £6.2 million from new and existing investors, via a subscription of 10,000,000 new Ordinary Shares at a price of 62 pence per share. Yes 62p, current sp 40p. Our resident Canute took his full quota back then and so, he and and those other mug participants are still languishing in a 30% loss for more than five years now on that one and this is only the tip of the iceberg for our resident loser.
https://www.lse.co.uk/rns/TLY/acquisition-and-16362-million-subscription-yev4425dq58efet.html
The above is only the tip of the iceberg. Previous to this he bought into Totally Plc at prices in excess of this. As far back as 2014, our resident loser was buying into Totally Plc in a big way, at prices in well above 90p per share. Take a look at this clip he posted on the Totally Plc ADVFM BB in 2014, our resident Canute said about his investment in Totally Plc on the 2 Mar '14 - 16:40 - 2231 of 3524 … I've put my money where my mouth is... I've a huge amount invested and all in my ISA...
On the 28th Feb 2014 Totally Plc sp was 90p. With Totally’s sp worth just 40p today, that’s a further 50%+ loss on his “huge amount invested”. And he has been languishing in these losses for more than 7 years now.
Like I said, I loath this liar with a passion.
Thirty-one thousand eight hundred and eighty, (31,880). That number equals the total number of posts placed on the ADVFM and LSE bulletin boards collectively, to date, by our resident Canute. Quite difficult to grasp, isn’t it? And, it is equally difficult for any normal person to understand or fathom why anyone would (could) be so determined and driven with such unquenchable, villainous intent and desire, to totally destroy a small company like Tremor International (blinkx), to the extent that this guy has endeavoured to do...and with it, take out a small number of pi’s, like us, invested in it. I do not even need to state his name anymore. He is so in our psyche that everyone reading this knows exactly who I am talking about. Without doubt, this guy has been on an extended mission to damage and wreck. A mission that has taken a good chunk out of his life and to this day he continues without sentiment or compassion to inflict as much pain and damage as he possibly can on Tremor Plc and its shareholders. His actions are, and have been, calculated, deliberate and sustained for many years now, and he remains impervious and compassionless in his endeavour.
And so, it is not without great relief all around, that in the face of this, indeed in spite of it, after a decade of sufferance, that (us) smaller investors on both the lse and advfm bulletin boards, on which he plied his work, are finally of the belief that Tremor will deliver and that they will/can recover losses from the past and even take a profit on their investment here, at long last. But, if I am to be totally honest about my own feelings; as the years have passed, I have grown to loath this individual with a passion for what he tried to do to all of us and this company. I feel that, on the one hand, this guy, clearly, is not unintelligent, but on the other, his personality is such that there were, most certainly, a few screws that were left loose before his birth. For me, despite his intelligence, he is not quite the ‘full shilling’ and if life has it, that what goes around comes around, then I whole heartedly wish him a fate that is, at least, equal to the one that he has worked so hard to deliver to all of us…. plus some. This guy is truly, one of life’s bast*rds.
Thirty-one thousand eight hundred and eighty, (31,880). That number equals the total number of posts placed on the ADVFM and LSE bulletin boards collectively, to date, by our resident Canute. Quite difficult to grasp, isn’t it? And, it is equally difficult for any normal person to understand or fathom why anyone would (could) be so determined and driven with such unquenchable, villainous intent and desire, to totally destroy a small company like Tremor International (blinkx), to the extent that this guy has endeavoured to do...and with it, take out a small number of pi’s, like us, invested in it. I do not even need to state his name anymore. He is so in our psyche that everyone reading this knows exactly who I am talking about. Without doubt, this guy has been on an extended mission to damage and wreck. A mission that has taken a good chunk out of his life and to this day he continues without sentiment or compassion to inflict as much pain and damage as he possibly can on Tremor Plc and its shareholders. His actions are, and have been, calculated, deliberate and sustained for many years now, and he remains impervious and compassionless in his endeavour.
And so, it is not without great relief all around, that in the face of this, indeed in spite of it, after a decade of sufferance, that (us) smaller investors on both the lse and advfm bulletin boards, on which he plied his work, are finally of the belief that Tremor will deliver and that they will/can recover losses from the past and even take a profit on their investment here, at long last. But, if I am to be totally honest about my own feelings; as the years have passed, I have grown to loath this individual with a passion for what he tried to do to all of us and this company. I feel that, on the one hand, this guy, clearly, is not unintelligent, but on the other, his personality is such that there were, most certainly, a few screws that were left loose before his birth. For me, despite his intelligence, he is not quite the ‘full shilling’ and if life has it, that what goes around comes around, then I whole heartedly wish him a fate that is, at least, equal to the one that he has worked so hard to deliver to all of us…. plus some.
This guy is truly, one of life’s bast*rds
Courtesy eh9 6/6/21, advfm…None of their revenue was due to Alphonso. It's a data provider ie a cost which lowers margins. As a full stack player tremor has access to data feeds and no longer needs Alphonso. By taking it in house tremor is keeping more of the value chain for itself. Alphonso owes tremor prepaid funds for services not rendered hence the court case. Phone ir yourself to confirm the above.
Being full stack they have the data feeds themselves. This was confirmed by tremor ir who also confirmed that if the scenario was as you describe, an rns would have been required long before the ipo listing document.
Tremor has now launched a more advanced proposition in house. Phone up ir and confirm for yourself as I did. hTTps://www.globenewswire.com/en/news-release/2021/05/11/2227328/0/en/Tremor-Video-Launches-New-CTV-Video-Audience-Solutions-Driven-by-Consumer-Emotion-Intent-Data.html
No, I don't think he carries any weight there Tricky, just a girls blouse that will hit the 'report Post' tab when you give him an opportunity. My use of the words shyster and charlatan, provided him with just that.
Here is a repeat of my post which stt had admin remove....
I see some new names here. You may find the following helpful in regard forming an opinion about stt. Here are some facts….
Having been invested in blinkx for 10 years+ and bullish all the way, stt continued buying blinkx shares all the way up to £2.20p, (£22.20+ in today’s money). Four years ago, and a good while after the Edelman publication knocked blinkx for six, stt eventually sold all his Blinkx (now Tremor Int) shareholding at just 50p. (If you leave out the recent 10:1 share split and the blinkx /Taptica merger dilution for now, that equates to about £5 in today’s money.) Back then, and for a long time thereafter, as the sp fell further, stt bragged on the ADVFM and lse boards about how smart he had been, having sold at his shares 50p. I remember it well. But what stt quite deliberately did not disclose in those goading posts was the fact, that those shares he sold at 50p, he had previously purchased at prices all the way up to £2.20 (£22.2+ today). I posted a dated and timed account/record of those events on the ADVFM board, at the time. Back then, when he was making the purchases in blinkx at prices all the way up to £2.20 (£22.2+ today), stt was pushing predictions here and on the ADVFM bulletin boards, that blinkx sp was going to £3 (£30+ in today’s money). And so, the truth is, 4 years ago, while claiming to be clever, Mr Smart consolidated a huge loss on his Blinkx (Tremor) investment when he sold at 50p. But, the share price fell even further and he peddled relentlessly here and on ADVFM, just how smart he had been to get out at 50p. Short sighted indeed for stt, because, with the passage of time the sp recovered and Stt, having sold his total stake at 50p, is now losing out for a second time. Well actually, it is for a third time because, to add pain to injury, stt invested those lossy blinkx 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. Stt said, about his investment in Totally Plc. on the 2 Mar '14 - 16:40 - 2231 of 3524 … 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 just 40p today, that is a further c. 40% loss on his “huge amount invested”. A loss that has been languishing now for over 7 years. Back then, this same guy invested in Stanley Gibbons (stamps). If you like a good belly laugh, then take a look at the 5-year chart for Stanley Gibbons sp.
Truth be told, to my knowledge, this self-effacing sage has no history of ever having had a successful investment and not the sort of fellow you should be listening too or taking investment advice from.
Well Tricky, we hung in there and it has all come good in the end. That bast*rd couldn't flush us all out, eh?