Member Info for Tricky_Dicky

doggy,

Compared with other ad-tech peers, Tremor has one of the highest margin and operational profitability.
Exclusive partnership with VIDAA could help Tremor International to expand internationally where its footprint is currently limited.
The company is strong, cash-rich and swimming in treasury shares.
The sp will take care of itself

Hopefully an out of court settlement will end the protracted misery!

doggy,

I have no qualms about basement bargain deals.
Nothing negative about that in my book at all.

doggy,

It does seem like Tremor are not averse to scavenging out rescue cases to turn around.
R1, Unruly, and now Amobee.

Good luck to them if they can find a diamond on skid row.

doggy, et alii,

Any proposition by Ofer would need shareholder approval?

Radium1,

It perhaps depends whether Singtel are prepared to be tied in for a set period of time, say 18 months, before they can sell the shares.
Whether a hefty 16%+ dilution lowers the sp immediately and what effect that has.

doggy,

There is a now trend to concentrate on using first party data instead of cookies.
Google state:
'Our latest tests of FLoC show one way to effectively take third-party cookies out of the advertising equation and instead hide individuals within large crowds of people with common interests.
Once third-party cookies are phased out, we will not build alternate identifiers to track individuals as they browse across the web, nor will we use them in our products'.

Perion intend to use 'Sort' to gather information that has been directly obtained from the audience through their activities, behaviors, and interests on the website, i.e. first-party data.

As for 'Blockchain' I have not quite grasped the mechanism of this relatively new type of database.

Wout,

I was commenting my impressions on the 'mood music'.

Reads like some kind of group depression session on here these days.
Negative sentiment because of Russia and inflation is understandable.
Being downbeat on speculation that the potential deal with Singtel may not be on favourable terms is lamentable.
The strategic investment in Vidaa is surely a positive move?

Singtel may be paid part in cash and the rest in shares.
Didn't something like this happen with NewsCorp for Unruly?

In the Tremor RNS they state:

'...no final terms of the potential acquisition have been agreed.'

Singtel may well be granted shares in the new conglomerate.

Looks like Tremor/Unruly already have an iron in the fire:
February 18, 2021 – Leading video advertising platform Unruly announced the appointment of former Amobee VP John Rogers as Vice President of Business Development.

Qwerty,

Feel sorry for all the people who think they know what the sp will do next.
Anyway, if you think the sp is only going down I have to ask what you are doing here?

doggy,

On a lighter note did you see The Queen taking tea with Paddington Bear?

Should be on youtube somewhere.
Delightfully daft!

You can be sure that Ofer thinks the sp should be much higher,
then you would not be concentrating on the SBC.

Why is the buyback having no effect on the sp?
Is it just allowing daily gaming across the pond?

Ofer was told to mount another buyback so the big boys could play the markets every day.

Performance-based metrics are determined by the Compensation Committee of the Board of Directors of the Company,
pursuant to the terms of the Company's 2017 Equity Incentive Plan and the Company's Global Share Incentive Plan (2011).
Not sure where these are stored, must be possible to track them down.

RSU's are only subject to the executive continuing to be employed by a Company on the applicable vesting date.
RSU's and PSU's both have a three year period, with 33.33% granted per annum.

doggy,

PSU's vest only if pre-established three year performance targets are achieved.
Performance targets include: (i) diluted earnings per share; (ii) total share-owner return; (iii) working capital and gross inventory turnover; and (iv) revenue growth.

A PSU Award may be subject to a single or multiple performance targets.
The Statement of Award will specify the applicable performance targets, the performance period and vesting date, the minimum performance required for vesting, the range of vesting relative to measured performance and, if multiple performance targets apply, the relative weighting of each.

doggy,

What is the price per shareholder for the pay packages then?
Little we can do anyway since the big shareholders voted for the remunerations.
They carry the majority of the voting rights.

doggy,

You have to pay a price to join the club.