Member Info for ShareNicelyNow

GS - I was beginning to think on those lines myself. Once listed, we will be on US reporting rules. ie quarterly accounts, released around 6 to 8 weeks after each Q end. Therefore, may not be any trading news until Mid August when we will get Q2 accounts and by definition H1 results. Given all news coming from all parts of the advertising market, including now ITV, it is odds on Q2 is well up on Q1. By stating that Q1 is the weakest Q, by implication, the company has hinted as much.

Not possible to call SP - it's a large share offering. May need a big discount to shift them. But also, the company is so transparently under valued SP could go up. This is the only opportunity for institutions to buy in here with a good size stake (as current holders won't sell at this price), hence, demand should be there. Underwriters must have a finger on the pulse.

Note - the original plan was to issue up to 15% of the share capital - 20m shares - see notice of EGM. So, the proposed offering is in line with that, rather than an increase. Clearly been in planning for a long time, even down to how many shares would be issued. SP will be up over the next few months. Over the next few days ... could go either way, or no where!

IPO date tomorrow (18.06.21) according to this - https://stockanalysis.com/ipos/calendar/

Thanks for the Perion tag, Dog. Have now watched their presentation. It's not for me, but a useful one to keep an eye on for general sector trends etc. I follow Pubmatic, Magnite and Trade Desk for this same reason and read through their result statements, watch the presentations. Happy in TRMR for now. But I am very keen on DoubleVerify - too high a valuation (up again since IPO on their Q1 results) but as a business it is a 'must have' service that all in the sector must use to block fraud and verify impressions - hence the high valuation - an open road ahead of it, I can't see it's got any competition?

See roadshow presentation - no direct on comment on Q2, though it's arguably inferred that growth continues at pace.

https://www.retailroadshow.com/

Scroll down to tremor - audio slide presentation as per presentation already on investor relations company page. Expected to price by tomorrow. One extra slide, claiming TRMR's metrics are better than all others! (at slide 25)

Hi Radium - I use to have him filtered, but since the company's fortunes have convincingly moved for the better and the SP risen by multiples from last year's lows, the content and 'tone' of his posts has shifted. I now find him quite comical. He hangs himself by his own testimony.

Yawn ... Anyway, some thing different - TRMR discussed from page 3.
https://www.adestella.com/wp-content/uploads/2021/06/Q1-2021-Investor-Letter.pdf

Canadian listed DSP is IPO'ing on Nasdaq this week. $50m being raised at $11.55 per share.

This is listing at about the current price on Toronto and also over the counter price in the States. It is approximately 30 times trailing adj EBITDA. (Tremor TTM is nearly $90m, up to Q1, will be substantially higher at Q2). AcuityAds is way smaller, at about $20m TTM EBITDA. (TTM - trailing twelve months).

Tremor is not yet listed for IPO either this week or next. Nothing makes any sense here, I keep changing my mind and letting the share price influence my logic. It makes no sense to IPO at the current SP - they would be giving too much of the company away at too low a price. But then what could be done to get the SP up first? Obviously a Q2 update. IPO therefore may not be until July at the earliest ... I hope. They need a higher SP first.

https://finance.yahoo.com/news/acuityads-announces-initial-public-offering-222900160.html

https://www.marketwatch.com/tools/ipo-calendar

Old, but interesting ... https://www.youtube.com/watch?v=_s7KNy4Vpy8

Better luck this time around!

SP settling at 8.00 sterling. I take this as a very strong indication that this is the IPO price, plus or minus a 5% discount / premium and subject to the £ / $ exchange rate. All institutions will be in the know and subject to confidentiality agreements. AIM price already behaving as if its synchronized to Nasdaq. As soon as they have the book filled it'll list. I was thinking this would be another 2 to 3 weeks, but given SP behaviour, I'm thinking more like 2 to 3 days.

Time gentlemen please. Last orders.

Actually quite nice to see the SP do the opposite of what it normally does - ie spike upwards on an update only to fall back to the mean (reversion to the mean theory). This time the SP has spiked down, only to then recover to the mean trend.

Still expecting a profit this year - say 1 to 2 million, with eps of around 10p. If this result comes in I expect the company to trade on about 30 times eps - ie 300p. Conclusion is that shares are fairly priced at 240 - 270 range (for now).

So, not a strange day. Just the market adjusting to reality and on decent volume which is required for the market to 'balance'. The days of this going to to a PER of 60 or more are gone. Hopefully, the days of the false upwards spikes at every update are gone as well - it's not healthy for the market, the company or for committed long term holders (upwards of 5 years).

In 12 months time, I hope to be saying something different - eps of 25p (2022) and still on a rating of 30 times! A confident buy for the long term confident. Not for widows and orphans!

Post is from Seeking Alpha - easier to read
https://seekingalpha.com/article/4431600-tremor-international-to-list-on-nasdaq-fast-growth-profitable-cheap

See also - https://seekingalpha.com/news/3699957-adtech-firm-tremor-international-rallies-on-nasdaq-ipo-plan

Yu Website now corrected.

https://www.yugroupplc.com/wp-content/uploads/2021/05/AGM-2021-QAs.pdf

Yes, last year's. That's them. They have rns'd the Q & A are up. The link from their 2021 AGM page is last year's. Poor form from company.

Q & A also up now

https://www.yugroupplc.com/wp-content/uploads/2021/03/Yu-Group-AGM-QA-FINAL-210520.pdf

Easy buying this morning, easy to buy big and within the spread. Exceedingly happy.

Folk could at least wait until the AGM presentation and listen to what they have to say before running for the hills.

My initial reaction was this is bad, because bookings are down from 10.3 in H2 last year to 7.2. However, they reported that they did 13.3 in July which massively distorts the average for H2 last year. More like they did 8 per month for 5 months and one month at 13, gives an average of 10 for the six months. Therefore, in reality monthly bookings have not really fallen. Considering 2021 lockdown, the trend in bookings is actually up significantly.

Perfect buying opportunity I have been hoping for - SP below 250, and would prefer it to be closer to 200. Interim results will confirm company is breaking even and profits not far off. That will really lift off the share price (from today's price). Money to be made here for the patient.

My finger will be on the buy button all day long today - may the fools keep selling.

Alphonso is basically Smart TV tracking software. Magnite announced they have partnered with Samba (a competitor)

"It can be a cutthroat business. Samba has sued Alphonso for patent infringement. Last year, Vizio paid $2.2 million to settle claims by the Federal Trade Commission and the state of New Jersey that it was collecting and selling viewing data from millions of smart TVs without the knowledge or consent of set owners. In December, The New York Times reported that Alphonso was using gaming apps to gain access to smartphone microphones and listen for audio signals in TV ads and shows."
https://www.nytimes.com/2018/07/05/business/media/tv-viewer-tracking.html

Samba TV - https://samba.tv/

Re Alphonso - https://onezero.medium.com/https-medium-com-sarveshmathi-alphonso-the-software-listening-to-everything-you-watch-d2918d52ba43-bb627477bccc

and - https://www.businesswire.com/news/home/20210106005916/en/LG-Acquires-Controlling-Stake-in-TV-Data-and-Measurement-Firm-Alphonso

Tremor, being unique in having a full stack, including a full data management platform, is bringing more of the data side in house. The plan being to be more efficient, to be more profitable for Tremor (its profit margins are bigger) and better for customers - should be cheaper and they are optimizing the supply path - less companies sat in the middle between advertiser and publisher, all wanting a cut of advertisers' budgets. Parts of adtech are a dirty business - parts that Tremor is not willing to engage in.

See previous post re 1st Q results - Tremor's growth rate is the highest in the sector and it has the highest margins. Its model is unique - hence, my distaste of the word peer. The last peer I saw was on a trip to Blackpool.

Very good buying opportunity here on dip, following recent results and various company presentations / interviews. No news expected for a while - patient, long term holders will be adding now. Someone's just added 25,000.

Time to sleep on this one till interim results.

Thinking of Rusty today!

https://www.brainyquote.com/quotes/george_bernard_shaw_137450

Otherwise known as throwing pearls before swine.

Farruggia - Not Sure I fully understand your question. But see if this helps - there has been a handful of large individual trades over the past few days, I noticed one of 750,000 and another of 1 or 1.1 million. These tend to be reported late after the execution, sometimes an hour or so later, sometimes after the market closes. Perhaps these trades are included in the total volume figures you were looking at, but at the time had not yet shown on the list of individual trades you were manually totalling? Hence a mis-match between daily volume and the trades showing.

As I say, just a suggestion ...