Member Info for Tricky_Dicky

All good - as long as it's balanced.

stt1,

This is boring stuff,

Nobody needs it.
You have been an activist on an adtech company now represented by Tremor.
You have spent over 7 years posting negative comments.
The problem is that you have lost huge amounts of cash in the process.
You covered your embarrassment by saying you had sold out at a high.
Records prove you lied through your teeth.
People on here must take your words with a pinch of salt.

The only huge footprint is your mouth!

And in the wider sea we are tied upon the undulating adtech snake.

This sort of sp milking has been going on since the dual listing - much like a tide rising and falling at the seaside.
It all sounds like a good wheeze for those in the know.

justdeezerts,

stt1 states that TLY are integral to clearing NHS waiting lists.
Yet you did not challenge him.
I certainly did not say that TLY has been a prime cause of extended waiting times.
Where did you get that one from?
Neither did I allege that TLY are making a poor contribution to the NHS.
I asked for any evidence that they are making a difference.

It seems you like to hear and accept the positives, however unsubstantiated, but rail against any
investors looking to take a position and asking questions that annoy you.

justdeejerts,

So, you don't care about waiting times?
As long as shekels fall into your pockets.

Unfortunately your fantasy does not bear witness to reality.

Comedians (Court Jesters) have to tread carefully and only poke fun at the King.
That can be tolerated up to a point.
To ridicule the King's wife is entering dangerous territory.
Will Smith went into a rage at the Oscars, as we witnessed.

hickory dickory

Apparently Pea-c-o-c-k is censored.

Ha ha ha ha!

correction - House of Mouse only owns part of Hulu.
Comcast and Fox own part.
Comcast is more interested in supporting its own 'Pea****'.
Fox is about to be acquired by Disney.
Disney has the right to acquire Comcast's stake, to take full ownership of Hulu by 2024.

The Mouse House already owns 'Hulu' running ad-supported and non-ad-supported channels.

Hulu has selected Tremor’s sell-side platform to power its Advanced TV advertising across desktop, mobile and streaming devices.

Patients want to receive treatment quickly.
What evidence is there that TLY is reducing waiting times?

Tremor is in-line with/outperforming many of its US peers, yet trading at a substantial discount.
Tremor is expected to deliver NTM EBITDA growth that is at least in line with its US peers, yet it is trading at a substantial discount on 4x NTM EV/EBITDA, while its US peers are trading on 11-59x NTM EV/EBITDA.

Finncap state the following:

We expect that our new Tremor forecasts for 2022 and 2023 will be conservative - we have upgraded nine times since June 2020.
We reiterate our Tremor target price of 1,700p based on 17x FY23 EBITDA, and after Microsoft acquired CTV-focused ad tech platform Xandr in December 2021, we do not expect that Tremor will continue to trade at a discount due to market or external interest. We reiterate our target price of 1,700p, or 17x FY23 EBITDA, which reflects Tremor’s conservative, strong growth, and the valuation of its US peers and the finnCap Tech 40.

Thanks doggy,

Let's hope for a 'dawn chorus' on the 'cheapest' soon!

The sp seems to be creeping up - is this because of the buyback or the adtech markets ?

doggy,

So a buyback can off set the (otherwise) dilution caused by generous employee stock-option plans.
On the other hand Tremor bought plenty of shares previously at a much lower sp.
Technically it appears that they did not really need to mount another buyback but were put under pressure by major shareholders hoping to boost the sp.
In any future downturn Tremor will have less free cash to play with, so it's all a bit of a gamble.

doggy,

A reason that a company may move forward with a buyback is to reduce the dilution that is often caused by generous employee stock option plans.

It then begs the question:

' To what extent are stock repurchase programmes consistent with the long-term growth and core business strategy.'

SNN,

Many thanks!

For U.K. holders it may be a problem but I believe U.S. holders could file a return to recoup a foreign withholding tax.

Tremor intended to spend up to US $75 million by September, this year, and then consider whether to mount yet another buyback.
Directors with their already generous stock options and stock awards will benefit greatly.

If Tremor have so much cash to spare, a small but steady dividend would be appreciated as well.