Member Info for stt1

SNN,
"The market was expecting a sell off and substantial profit taking yesterday"

That's hindsight again. Can you post links backing up your statement the market was expecting a sell off yesterday?
I, for one, was expecting ad tech companies to post significantly higher Q2/H1 results and they have.

Despite the significantly higher results from TTD, the largest DSP, the sp is currently down 3%.
That confirms my view that 'significantly higher' is expected and factored into the sp.

So far:
Long awaited IPO. completed. Disappointing reaction.
Placing. completed. Disappointing reaction.
Long awaited brokers reports/targets. Completed. Disappointing reaction.
Long awaited US Peers Q2 reporting. Magnite/The Trade Desk. completed. Disappointing reaction.

The sp is still below the intra-high of 870p reached in May, pre-IPO.

Tricky
"The NHS patient safety watchdog has launched an investigation into failings by the NHS 111 telephone advice service which may have cost the lives of people with Covid-19."

Inquiries are always welcome, asks questions and are needed to improve service.

There are usually inquiries every year when people die due to mis diagnosis by hospital doctors in A&E, maternity, GP mis diagnosis etc. Patients sent home and told to take paracetamol etc.

Boris Johnson has also announced an inquiry into how the pandemic was handled. Do you think Parliament will be permanently abolished if the inquiry finds failings?

I would expect the inquiry to recommend improvements which should be followed through.

"Call handlers did not seem to recognise that conditions such as diabetes and multiple sclerosis made patients more likely to fall seriously ill with Covid."

Covid was new, doctors were learning as they went along.
Call handlers and TLY follow the script, which is produced by, um, professional clinical staff at NHS. If the script is wrong then it's not the call handlers nor TLY's fault. It's no different to the 999 service with their call handlers.

Tosca and Schroder were reducing. Tosca just before IPO and Schroders just days after the brokers published their long awaited notes and broker's targets.

Is the interest in ad tech from IIs waning?

bald_eagle
"perhaps he/she is reading the offending posts"

It makes no difference if Radium is logged in or not.
Read his posts. 2 days ago he posted that he always scrolls past EVERY post. Therefore his claim is he doesn't read my posts, yet he spends more time discussing me than trmr. How odd.

Radium's post 6th Aug:
"that the filter bin was the best place for him on the lse BB and I always scroll past every post that he places on here. I therefor remain blind to his clap."
https://www.lse.co.uk/profiles/radium1/

Back to Trmr as I'm sure that's what readers want to read about.

Rusty,
" if you have him on filter how do you know its him."

You are correct. he's been outed again. The fact is he hasn't got me on filter as he replies to my posts.

Tricky
"GP's resent encroachment on their clinical judgment and workload."

Do you live on top of Ben Nevis???

In what way does NHS 111, Urgent Care centres encroach on GPs clinical judgement or workload? You previously mentioned patients should go to A&E rather than call NHS 111. Doesn't that encroach on GP's judgement or workload?

The fact is NHS 111 & UCC exist to reduce GPs workload. They exist to provide the patient with choice if they are unable to get an appt by phoning their GP at 8am(as you suggested).

"I've heard GP's saying it’s useless."
That's a climbdown from saying GPs and hospitals are not impressed with NHS 111. Out of the thousands of GPs/hospitals, is there a majority who have stated that they are not impressed with NHS 111/UCC? What areas have you heard that they are not impressed. Ben Nevis, Outer Hebrides???

SNN,
"There is less TV, but the proportion of the total TV watched that is streaming has increased and is continuing to increase. "

The trend from linear to CTV started long before covid and new buyers of TV will buy CTV over linear.
My point is more and more people were watching TV because of forced covid lockdowns. Now, as covid restrictions ease, more and more are vaccinated and going out, whatever the weather or season. With majority of places opening up, why would people want to celebrate Christmas in the same way as last year, stuck indoors?

Previous surges in adtech were because of 'shift to video' and 'shift to mobile', so CTV is just another hyped stage. Both happened and led to short term rises in sp before events/challenges took hold and the sp fell.

Privacy is a major difference compared to previous hypes. With more and more people being able to set privacy settings, setup ad blockers etc.

Rthm(now trmr) have been offering CTV apps for years, there are several here who were invested in blnx/rthm will remember the hype around Tizen/CTV which took blnx to eq sp £28, before they crashed to 400p within 6 months due to events.

"The company began offering these types of ads in 2011, known then as First Impression Units, when the majority of connected TV (CTV) ad experiences were delivered on smart TVs and Blu-ray players. "
https://www.rhythmone.com/news/rhythmone-expands-suite-of-smart-tv-impression-units-for-advanced-tv-advertising/

Blnx/rthm in previous hype when there was a 'shift to mobile' and sp surged to eq £28 before crashing back on events in 2014:
https://www.digitaltveurope.com/2013/05/22/blinkx-launches-dedicated-app-and-player-for-tizen-mobile-os/

Tricky,
""Doctors and hospitals are not terribly impressed with NHS 111."

So no evidence to backup your statement. You were clearly making it up then.

"Use your brain to decide whether to call 'out of hours surgery doctors or put your trust in NHS 111."

You've gone from phoning your GP at 8am, going to A&E and now to calling 'out of hours surgery doctors"...lol

It's good then that TLY's Urgent Care Division includes Urgent Care/Walk in Centres and NHS 111. UCC/Walk in Centres are run by um, Drs/Nurses!!!

The purpose of Urgent Care is to prevent unnecessary visits to A&E/GPs. It's a different level of service for non-emergencies. Whereas NHS 999 is for emergencies. I assume you know that a heart attack is an emergency and a cut on your finger is not!!!

Your comment clearly shows you don't know TLY's business model:
1) Urgent Care - NHS 111, Urgent Care Centres/Walk in Centres.
2) Planned Care
3) Insourcing.

Winstanley,
From the link:
"The Media Nations Report, which Ofcom compiles annually, found that Covid-19 restrictions were the main drivers for the increase in screen time, especially for on-demand content."

As expected and stated in that report, the surge in advertising in 2020 was due to covid restrictions/lockdowns. Now as more are vaccinated and more covid restrictions are lifted people are desperate to get out more and so not sitting in front of TV.

Tricky
"Doctors and hospitals are not terribly impressed with NHS 111."

Do you live on top of Ben Nevis????

Can you provide links showing evidence to back up your stance that doctors and hospitals are not impressed with NHS or is this yet another statement that you made up?

Radium,
"At moment Magnite is showing 11.4%"

Why compare to Magnite?

Telaria demerged from trmr(when TAP) and then went onto a partnership with Rubicon to form Magnite.

Why did Telaria demerge from Trmr(when TAP) and went onto merge with Rubicon to form Magnite?
What's The Trade Desk's view on full stack?

Below are Telaria and The Trade Desk's comments on operating the one side of the ad tech model.

Telaria (Magnite) reasons for demerging from trmr(TAP). perceived conflict of interest

"Clients were also uneasy with Tremor servicing both the buy- and sell-sides."
"There's always been a little bit of friction because we were selling agencies and advertisers different products while we were representing publishers," Zagorski said. "And the people who plug into that sell-side platform would always be somewhat hesitant to commit to it in a huge way because we had that perceived conflict."

https://adexchanger.com/digital-tv/tremor-video-sells-demand-side-business-taptica-50m/

****************************************************************************

The Trade Desk (TTD) previously quoted as saying that their one sided approach was the key to its success...other companies have also ditched both sides...

"Many companies that tried to run ad tech businesses on both sides later have sold one side off: Rubicon shut down buy-side platform Chango, with then-CEO Frank Addante admitting the acquisition was a failure. Tremor Video just sold off its buy-side business to focus on the supply side. Amobee sold its sell-side business to focus only on the buy side. The Trade Desk, which has seen its stock skyrocket post-IPO, consistently cites its single-side, agency-focused approach as a key to its success."

https://adexchanger.com/platforms/appnexus-buy-side-falls-wayside/

" Second quarter 2021 financial results of Magnite represent the combined performance of Magnite and two months of SpotX, which was acquired on April 30, 2021. Second quarter 2020 comparative numbers do not include results from SpotX, unless noted as pro-forma."

https://www.businesswire.com/news/home/20210805006104/en/Magnite-Reports-Second-Quarter-2021-Results

Magnite's Q2-2021 to Q2-2020 would be significantly higher due to covid. Lockdowns are now easing and more people are now going out instead of sitting in front of their TV.

Also Magnite bought SpotX in April. Q2-2021 will include a contribution from Spotx compared to nil in Q2-2020

Schroders reduces from around 14% to just over 10%.

Tosca reduced just days before the IPO.

So neither Tosca nor Schroders believe there is significant growth ahead.

As mentioned, watch for:
Placing.
Overhead.
Court cases.

dynaheir
"an area where all of Totally plc’s businesses shine."
"Totally plc is already working in areas that have used the new systems as defined within the White Paper and welcomes the ongoing changes which mean services can quickly be mobilised to deliver targeted local services"

TLY built up their OOH model over the past few years for Integrated Systems. They also set about to improve their CQC ratings in preparation for this.

As expected, the 'leaked' white paper proposals were expected and TLY are well prepared for them.
This was mentioned a long time ago.

Another ad tech Peer, Criteo, announces strong Q2 results.

https://finance.yahoo.com/news/criteo-reports-strong-financial-results-110000951.html

Reaction disappointing.

IPO. completed. disappointing reaction.
Placing. completed. disappointing reaction.
Waited months for broker's notes. completed. disappointing reaction.
Waiting months for US Peer Q2 reporting. Another ad tech reported. disappointing reaction.

Intra day sp reached 870p pre these events.

Weren't these supposed to surge once US Peer Q2 results were starting to be published?
Months waiting for Q2 results and muted reaction.

IPO. completed. disappointing reaction.
Placing. completed. disappointing reaction.
Waited months for broker's notes. completed. disappointing reaction.
Waiting months for US Peer Q2 reporting. started. disappointing reaction.

As expected, the sp rises on bullish comments and falls on events.

Let's see what the other US Peers have to say.

Best to trade and not get caught out.

Radium,
2nd Qtr is always going to great when compared to Q2-2020 simply because last year advertising collapsed when pandemic hit.

The main point to consider is outlook and privacy challenges/court cases which would present a significant challenge to ad tech going forward.
https://www.iabuk.com/news-article/iab-uk-statement-ico-resumes-rtb-investigation

btw Radium, I see TLY is powering ahead with new contracts/contract extensions and director buys, despite your assertions that they will collapse and PIs should look at buying trmr instead.
https://www.lse.co.uk/profiles/radium1/

Radium
"Prey tell us when it is that you expect to sell those shares again at 40p?"

Well, 2 weeks after your post suggested 20p, ;-)

Did you notice the NEW contract, contract renewals with Think NHS 111 first and director buys.

Still early days. Foundation set for growth.