Member Info for Tricky_Dicky

Absolutely Eddie, a penny and dime-ing company with a tiny Mcap and financially quite weak.
TLY is not a mature company and is going for growth by grabbing at 'lucky-dip' contracts which
yield low bottom-line profits.

'Totally' useless as an investment. No sign of full year profits as far as I can see. Even if Totally tried to declare profits in the future, I would not believe it.
You see Totally keeps issuing shares, lots and lots of them, diluting away existing shareholders; so of course there is some spare cash floating around, easiest thing in the world to feed some of that share issuing cash into a future profit figure.
And despite the relentless cash raising via share issuing and shareholder dilution, at the end of the last full year, the net tangible asset position still remained negative.
Just take that in, the shares in issue increased over 150% from 2019 to 2020. So, if you were running a business worth, say, £20m, then you increase the shares in one year by 150%, so you raise an additional c£30m in cash, heavily diluting existing shareholders along the way. And after that your net tangible asset figure remains negative, where on earth has all that money gone?
The vast majority of income comes from high cost, low margin call centres and Covid has actually hit their margins on NHS 111. Have you even read their reports?
Their profit was £100k before tax - some local one man band plumbers will do better than that.

If growth is king right now then why not use all available cash for that purpose instead of dispensing dividends?
If the money can grow why waste an opportunity to grow it in the company?
Do I not make myself clear?

If Tosca can sell at a high after many years invested on AIM and then buy ADR's at an advantageous position then good luck to them.
Why wouldn't they?

I see stt1 is flying up to the stratosphere in his praise for TLY whilst condemning Tremor continually, without let up, for many years.
He has now been banned from ADVFN.
This should serve as a warning.

'Tly is as solid as a rock'?
And some people are as thick as a brick.
People here shout hallelujah! if the price ticks up a little and yet remain silent otherwise.
The contracts are penny and dime affairs.
Of little profit and as soon as a little cash is made it is given away.
That does not make good business sense.

Why do Americans still use the measure by Fahrenheit,
We stopped using it around 1965.

I meant:
'Good luck with that one Eddie.
He is a one-man-band with an incredibly high estimation of his own opinions.'

Good luck with that on Eddie.
He is a one-man-band with an incredibly high estimation of his own opinions.

The ego of the berk who says everything is negative, always will be negative.
Always believing he is right.

Your ego is what prevents you from hearing critical but necessary feedback from others. Ego makes you over-estimate your own abilities and worth, and under-estimate the effort and skill required to achieve your goals.

Have you nothing better to do?
People read the information and form their own opinions, it's their money.
Endlessly condemning a company for countless years is an obsession.
You just repeat and repeat and repeat and repeat ad nauseum.
We've had quite enough - get stuffed you toss pot!

dsc1978,

That hits the nail on the head.
A business with high revenue and low profit margin has many vulnerabilities, in many cases those vulnerabilities get worse as the business scales.
And still they give away what little they have on dividends.
You couldn't make it up.

Silly Cow!

Qwerty,

You previously stated:
'I think it's time to forget about this stock for a while and just wait for news. Hopefully good news when it comes.'

Now you say Tremor are rushing to an IPO to avoid consequences of H1 results and a court case agaisnt Alphonso.
Really, how childish of you to suggest that.
You suggested many other reasons previously.
A drowning man clutching at straws.

stt1 is still spreading his mad obsession against Tremor.
Look for yourselves, on Tremor LSE or ADVFN, the character is a total nut job.

The mad man may have an audience to goad here but if he tried it in public someone would put his lights out.

Don't forget, just wait.
The timing of the IPO was good as it was not at anywhere near the peak of the major U.S. players.
Lots of cash to play with and time to get noticed in the U.S.
We don't want silly prices way beyond fundamentals.
Wait to see what the U.S. analysts make of it and whether profits continue in a more predictable manner.
i.e. past the immediate covid effect.

I'm sure readers here aren't complete fools and would be interested to know why stt1 is at this moment spewing out even more negativity against Tremor on LSE and ADVFN.
It goes on and on.
There has to be some control somewhere.
Pest Control?

From stt1 at 20:11 tonight :-

Eddie,
"Even if we had $250m to $280m that’s a whopping amount don’t you agree ?"
Ok, thanks for confirming you made the $300m up?

I'm sure readers aren't fools and would be interested to know from the company what they are actually going to do.
Alphonso court case.
Inventory Payments.
M&A.

Given at fy2020 Dec they stated they are retaining cash for working capital, the recent court case filing against Alphonso, I think they need the cash for inventory payments/working capital.

From their fy accounts:
""Net cash from operating activities of $35.2 million (2019: $45.1 million) mainly due to working capital requirements during record H2 and Q4 2020 performance"

"Although the Company have paid dividends and share buybacks in the past, the Company does not anticipate paying any dividends in the foreseeable future. The Company currently intend to retain future earnings, if any, to finance operations and expand its business. "

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

Perhaps the reasoning given when Sizmek filed for Chapter 11 is a more plausible explanation? ie the way ad tech model works.

The ad tech model works by DSPs/SSPs, partnering with each other. It is usually the case that the company would pay their 'supplier' (other ad tech companies) around 60 days but receive their cut from 'customers' (other ad tech companies) around 90 days. That gap("inventory payments") has to be covered from their own cash or they setup credit facilities.

"Brands and agencies often pay DSPs on 90-day or even 120-day cycles. But DSPs pay SSPs between 30 to 60 days."

"DSPs shoulder this burden directly because they constantly owe money to inventory suppliers. The Trade Desk took out a $200 million loan in 2017 to preserve liquidity while it bridges inventory payments. MediaMath has raised more than $600 million, including $225 million last year."

https://adexchanger.com/online-advertising/sizmeks-bankruptcy-is-changing-how-the-supply-side-manages-dsp-debts/

From In-Long on TLY:

STT1 will you bl00dy knock it off harassing people, we've been dealing with you bringing trouble to this board for 2 years now and 3 different lots of people at different times. The conversation used to be intelligent here, god man get a bl00dy grip............

What part of stt1's brain says just keep annoying people?

TLY is unprofitable, and losses have increased over the past 5 years at a rate of 12.5% per year.
A more recent uptick on the back of covid perhaps but the divi is not well-covered by profits.
TLY's short term assets do not cover its short term liabilities.
Since TLY are not a utility company they cannot really afford to service much debt.
So why keep flinging a divi out?

It remains extremely challenging to forecast with any degree of accuracy given the volatility of demand and accessibility of patient service delivery. We intend to continue to plan, deliver and respond positively to these changing market dynamics," 'Looking Ahead' Quote from Finance Director Lisa Barter.