Member Info for stt1

According to this SKY article, UK dropped WHO guidance before the 1st lockdown.

Coronavirus: UK dropped WHO guidance on alcohol-based hand sanitisers before lockdown
https://news.sky.com/story/coronavirus-uk-dropped-who-guidance-on-alcohol-based-hand-sanitisers-before-lockdown-12056746

Yet, H1 global consumer sales increased Consumer sales by only £590k to around £1m, during the busy pandemic period, H1 Apr-Sept, so any lower would be shocking!.

That includes Boots, Homeandcleaning, direct website sales etc etc...Global consumer sales.

Consumer:

"H1 revenues more than doubled to £1.01m from £0.41m, including a small amount of IP-based income, versus nil IP income in the comparable period. Gross profit (on products) increased to £0.43m from £0.17m. "
"Elsewhere, sales across existing customers all increased in this segment, especially into Japan via our longstanding agents in pet and healthcare."

https://byotrolplc.com/wp-content/uploads/2020/10/FY-2020-web.pdf

Apart from that alcohol free sanitiser is widely available.

As with demand for any product, other companies adapt and enter the market.

Results due next month, so not long now.
Best wait to see what they have to say.

Re My comment at start of this msg stream
"Worldwide house prices too high and due a correction."

Article in The Times:

"Is there a global housing market bubble?

Think the UK property market is crazy? From the US to Sweden, house prices are rising all over the world. David Smith reports"

https://www.thetimes.co.uk/article/is-there-a-global-housing-market-bubble-ns0xtgktw

The significance is that this contract is in Republic of Ireland and so shows TLY have expanded their footprint significantly. This could help them expand their other services to Ireland as well.
https://polaris.brighterir.com/public/totally/news/rns/story/x8qjp5x

This is also 1 of 3 TLY Divisions. TLY have a diversified business model:
1) Insourcing - providing insourcing to all 4 UK Nations AND Republic of Ireland to help healthcare service reduce operation waiting lists.
2) Urgent Care - NHS 111/Walk in Centres - Reduce A&E waiting times and unnecessary visits to A&E.
3) Planned Care - Physio, Dermatology etc.

Eddie,
"It's good to see that you FINALLY have come to the realisation that there NEVER WAS any Ad-Tech "Bubble Burst" nor any crash"

On the contary. The link below shows my posts and my stance, which has been consistent.
If sp rises because a major challenge has been temporarily postponed then it's proof that it IS severely impacting ad tech. Google have only postponed it for a year, what will happen once it is reinstated? What about Apple ITP2.0?

Therefore, I stand by my stance that ad tech faces major challenges.

How are they doing in terms of closing the gap with their US Peers??
as expected then.

Have a read of the company/sector newsflow as it would help with your research. It might have saved you buying/holding when blnx/rthm(now trmr) rose to eq sp £28 in Jan 2014 on bullish comments and eq sp 589p in 2017, again when they rose on bullish comments but fell on events.
;-)


My posts are all there to see.
24.3.21
"I think US Ad tech is in a bubble and CTV fraud/RTB/Privacy will
become a major issues over the next few months causing the bubble to burst."

https://www.lse.co.uk/profiles/stt1/?page=15

"We do informal surveys that lead us to believe probably a quarter of people would prefer not to use alcohol on skin."

Probably a quarter!! 75% don't.

As with any product where there is demand other companies adapt and enter the market.

eg Boots alcohol free sanitisers available online:
Nilaqua 55ml for £2.49 compared to Boots (Byot) based 50ml for £3.19. So bigger bottle and cheaper than Byot based Boots own brand.

Nilaqua:
https://www.boots.com/nilaqua-alcohol-free-hand-sanitiser-70ml-10231790

Boots own brand (Byot) based:
https://www.boots.com/boots-anti-viral-hand-foam-50ml-10278907

How did the MoS do last time?? The sp spiked on the tip before crashing back on results.

Now one week on since the dual listing IPO.

Trmr closed US $19.02 eq 668p UK. UK trmr on AIM closed 688p, so still a gap down on Monday. This is what I said about the problems of dual listing and the anxiety over a weekend as US closed lower than the UK price.

US Peers:
After yesterday's big gains, US Peers continued their rise today, although not such a big rise.

Pubmatic up 4.89% at $42.46
TTD up 0.18% at $76.02
Magn up 3.05% at $36.50
Publicis up 1.32% at $55.08

Again, the demand from UK investors was firmly brought back down to earth when the US market opened.

That's the problem with the dual listing, a vicious circle until news.

If things don't change soon, Ofer may find himself voted off as he was from Matomy.

"Matomy was led by Ofer Druker from its inception until April 2017, at which point he stepped down at the request of activist hedge fund Brosh Capital,[5] who thought that the company was being mismanaged."

https://en.wikipedia.org/wiki/Matomy_Media

I use 1%, 3% and 10% rates when looking at impact of potential rises.

A 1% interest rate rise for a person who is mortgaged to the hilt at 3% will have a far greater impact on their outgoings than a 1% rise for a person mortgaged to the hilt at 10%.

Hence why I think 95% mortgages for first time buyers is a crazy idea.

Krusty, lol...

qwerty
"Lse watching Nasdaq. No reason for the rise on aim."

Exactly. The pre-market was following AIM.
I think the current holders in UK were buying hoping to encourage the US buying but it never happened.
This is the problem with the dual listing. The vicious circle until there is news to break the loop.

If US sp crashes then it will be too late for UK PIs to sell the following morning. Obviously, the reverse is true as well.

As it's Friday, there are 2.5 days (Fri evening + weekend) of possible ad tech news in US, which could effect this for Monday morning.

Dual listing was always a bad idea, especially for a share in a hyped sector.

Apple still appear to be going ahead with their removal of cookies.

"The Cookieless Future Just Got Closer—More Privacy Tsunamis Hitting Adtech Island"

"But the privacy feature that will have the greatest impact on digital advertising — i.e. all the ad tech vendors selling data and targeting services — is the update to Intelligent Tracking Prevention: hiding IP address from trackers (in addition to complete blocking of all third party cookies since iOS 13.4). From Apple’s livestream: "This year, Intelligent Tracking Prevention is getting even stronger by also hiding the user’s IP address from trackers. This means they can’t utilize the user’s IP address as a unique identifier to connect their activity across websites and build a profile about them"

https://www.forbes.com/sites/augustinefou/2021/06/08/the-cookieless-future-just-got-closermore-privacy-tsunamis-hitting-adtech-island/

Google postponement of removing cookies has given ad tech companies a sigh of relief but it's only temporary.
It backs up my stance that ad tech model and companies are hugely impacted by the challenges they face.

"The regulatory aspect is key here. Google and the U.K.'s antitrust and privacy regulators have come to an arrangement (which is currently open for consultation) under which the British watchdogs will hold Google's hand as it designs FLoC—an A.I.-based system in which web users will be lumped into categories for targeted-advertising purposes, rather than being tracked individually—or whatever replaces third-party cookies.

The deal obliges Google to pause for at least 60 days before making the Privacy Sandbox changes, so the U.K. Competition and Markets Authority (CMA) can first check that publishers and Google's ad-tech rivals won't be unfairly disadvantaged.

In the event, Goel indicated in Thursday's post, Google will give advertisers and other ecosystem players nine months to get their act together, once FLoC is ready to roll in late 2022. Chrome will then phase out support for third-party cookies over a three-month period."

https://fortune.com/2021/06/25/ad-tech-shares-soar-as-google-delays-major-chrome-privacy-sandbox-push-floc/

KPDm,

Ok so you think fy audited results aren't worth discussing.

How about the losing alphonso, their data provider, just weeks before the IPO?

Alphonso court case/US Listing...

The need for a US listing became urgent around March time... The Alphonso court case filing was last week.
Therefore, they would have known many weeks ago, maybe March, of the dispute with Alphonso. Companies try and resolve the differences before taking court action.

So I think once the dispute with Alphonso was known they felt the need to US list (with the placing) asap. I think because the process to list was the reason behind the early Q1 TU (10 days before Q1 end).

On 10th March, they published the fy account, without firm mention of US listing, they simply said:
"The Company continues to explore, from time to time, the possibility of transactions in the capital markets, including the potential for a dual-listing of shares in the United States. No assurance can be made that any such transaction will be completed in the near term or at all."
https://www.tremorinternational.com/wp-content/uploads/2021/03/TRMR-Final-Results-100321.pdf

Yet ONLY 6 days later on 16th March , they published their draft registration for a US listing:
https://www.tremorinternational.com/wp-content/uploads/2021/03/TRMR-Submission-of-Confidential-Draft-Registration-Statement-for-Proposed-Offering-160321.pdf

That tells me there was a sudden need to list with days of the fy results being published, timing which coincides with the alphonso dispute.

KPDm,
"-this is a real company with revenue"

So let's discuss the company for the benefit of all. People will opposing views is what makes a market.

They are a real company with real revenue, I never said they weren't.

Look at their latest audited results.
Despite the hotly contested US Elections and covid their revenues increased only 12%.
That includes fy contribution from Unruly (2019 NIL) and Rthm(2019 8 months).

They also have a history of missing expectations.

Those are facts.

The final figures from the company speak for themselves.

Total net revenue increased by only 12% to $184.3 million (2019: $164.0 million). Only $20m!!
Adj Ebitda up only £100k(2019 $60.4m)

""The Company traded strongly during 2020 as a whole, achieving a 12% increase in net revenues to 184.3 million (2019: $164.0 million), primarily driven by the performance of our Programmatic activities generating an increase of 30% to $161.6 million (2019: $124.2 million) as a result of our strategic shift to focus on our Programmatic activities as a key growth driver""

Check the table in the results - fy2020 inc full year from Unruly & Rthm.

Revenues up ONLY 2%
Net revenues up ONLY 12%
GP up ONLY 10%

https://www.tremorinternational.com/wp-content/uploads/2021/03/TRMR-Final-Results-100321.pdf

Is there a date for when fy results will be published or is it sometime next month?
TIA

If you look at the trmr (TAP) sp history chart.
Shares rise on bullish comments and fall back on events:

In Jan 2018 the sp was around 500p. Within 18months, June 2019, it had dropped to around 120p, around 75% drop, based on events.

In that period, the company newsflow was:
April 2018:
https://www.investorschronicle.co.uk/tips-ideas/2018/04/10/taptica-suffers-from-data-scandal-contagion/

Dec 2018:
https://www.investorschronicle.co.uk/shares/2018/12/05/taptica-plunges-as-boss-exits/

Apr 2019 - Merges with rthm comb value $260m, talk of $700m revenues(never happened):
https://news.sky.com/story/video-ad-firms-forge-bigger-google-rival-with-260m-merger-11621590

Apr 2019 - secondary placing to sell ex-CEO holding - the company ended up buying the majority of the placing shares due to lack of interest from II.
https://www.investegate.co.uk/finncap/rns/launch-of-secondary-placing-in-taptica/201904240700048697W/

Therefore the reaction to the IPO was expected.

Huge placing.
Court cases.
Overhang.

Best to trade and not get caught out again.

KPDm

Can you please explain how posting company information with links is market abuse or misleading?

I'm glad you highlighted it, maybe it will stop all those posts without links to back them up.

Krusty,
I agree to some extent. I think the 'economic boost' we've had is short term because of pent up demand. People were desperate to go shopping, go on holiday.
I think with the furlough scheme still in place, millions currently have a lot of time and money. This i think, gives a 'false' sense of security and hope that all is fine.

The real test will be later after furlough has completely ended, repossessions are in full swing.
Yes, HBs have done well but that is primarily due to the govn schemes and the demand to move to bigger homes.

However, govn can't support the housing market forever. SD hol ending, new Help to Buy is only for First Time Buyers and has price caps. FTBs are needed to keep the supply chain going. Affordability problems is likely to prevent FTBs from joining the supply chain.

And KPDm, if you're that confident then prove me wrong, load up at 700p+++ and hold for the next 2 yrs.

You won't will you?

KPDm,

I post company/sector newsflow. In my 30+ years of investing my company/sector research has served me well...
I think company/sector newsflow is far more relevant than speculation by anonymous BB posters...

When a company/sector is hyped, there will be demand. Lots of covid shares were hype, weren't they?? Many have fallen back from their peaks. Likewise, there was demand during the .com boom.

What happened to the huge demand for covid shares?

Why tell readers what they should be thinking??. I'm sure they are old enough to form their own opinion, don't you think? After all, it's their own money.

Why have a deeply discounted placing when the company is supposedly in a hot sector.

KPDm,

"but we need new money flow and momentum back into the stock."

They need H1 results to backup their bullish comments.
They need to show and STATE that the court case and losing Alphonso, data provider, will have no impact on their business...

Tosca selling days before the IPO, whilst holding for years, didn't help... Have Tosca bought back.
They desperately tried to list before H1 results, which was a mistake.
They need to justify why they had a huge discounted placing whilst they are supposedly a hot company within a hot sector....

It is quite normal for shares to rise on hype but the reality can be different...