Member Info for Tricky_Dicky

doggy has been saying for some time that Tremor are undervalued, even compared with recent corrections in the U.S.
The gap is considerable even now.
ergo 'Don't Panic Mr. Mainwaring'.

20/Jan/2015 - Notification of Holding - Wendy Jayne Lawrence 1,666,668.

It's hard to think of a more dynamic environment than the U.S. ad tech markets.
If nothing else it will be very interesting to see how Tremor fits into the shuffling decks.
Will the company just plough its own trough for many years to come?
That seems highly unlikely.

Rusty,

You state that you believe in free speech.
You opine that debate is not possible if a person has a one-sided view.
And then suggest a person you dislike may not be working alone.
Surely debate can involve supporters (of either camp) with similar views, however much you may dislike the notion.
That does not mean to say that this is actually the case here on this board.
You say all this behind a kind of widows veil of filtering, reaching out beyond your reclusive realm, with supporters of your own, doggy and curly included in your circle.

That approach stands and falls on its own terms for anyone to reason with.
I would rather expose the wrong-thinking of an individual who tries to put Tremor down one minute because he demonstrates that TTD are doing much better and then changes his tune to suggest that there is a bubble in ad-tech as demonstrated by the sp falls in that same company.

Draw your own conclusions but it may be better not to suggest a conspiracy.
That would be surely divisive and counter-productive against free-speech.

Smiley,

It's because a U.S. listing is no guarantee of instant riches.
Anyway if I keep my expectations low then I will feel much better if we achieve any improvement at all, rather than very high high hopes which do not materialize.
I am optimistic with a realistic approach.
Nothing is predictable really.

Anyway, on to the future,
I am not so bullish about the U.S. listing, it has to be a good thing in general but I am not expecting the stellar share propulsion a lot seem to be expecting.

The list is endless and 'Liar' is writ large!

You surely made a mistake and did not mean to say 'US Election in 2016'.

stt1,

Who cares about the U.S. elections in 2016?
Shares on loan and the CEO selling,
Anything you can see as negative.
Are you completely crazy?

stt1,
doggy is based in the U.S. and has some knowledge of ad tech.
Skin in the game.
You are the one who is proclaiming a downtrend in the shorter term.
But the longer term is another matter.
You have failed repeatedly to predict anything going forward, so why should anyone listen to you?
Clutching at straws - as expected!

stt1,

Please try to keep up and pay attention for once.
In case you did not notice, doggy has been saying for some time that certain U.S. ad-tech stocks were probably overvalued and especially in comparison to the more conservatively valued Tremor.
Do you deny doggy has, in essence, been saying this?
Have you no eyes or ears?
I don't need mates to verify what I am telling you.
If you only had half a brain you could see the reality.
I do not understand why you are so ignorant
Additionally
You would be a fool to suggest that the trend has been downward, long-term, for ad-tech stocks.

He's still insanely yapping at a fence over on ADVFN.
What a mutt.

Well-spotted Radium.

It's a hugely dynamic environment, with rapidly evolving technology and not many can understand the bigger picture.

stt1,
We've said all along that the U.S. ad-tech stocks were overvalued compared to Tremor, based on fundamentals, while you just pointed to TTD and Magnite, et al. as doing much better because of their superior business models.
You paraphrased that it was a mistake for Tremor to be both a SSP and a DSP.
But it also depends on the market penetration of different companies in different parts of the world.
Their business models, rates of taxation under new administrations, the future potential and the profitability which hang on external factors and newly emerging markets to gain extra profits from, such as CCTV.
You said that Tremor was only making a 12% bottom-line profit recently.
That the CEO was selling and some stuff about the U.S. presidential election.
You understand about gross revenue versus bottom-line profits.
Now you blithely say it is all a bubble in the U.S.
It is difficult to know what you mean, scatter-gunning all sorts of comments hither and thither.

stt1, do you expect all stocks to rise without end?
TLY were much higher many years ago.
I notice you carefully avoid that fact.

It tells you on the relevant RNS, second paragraph:

'These New Ordinary Shares shall be issued and allotted from time to time pursuant to the exercise of share options and the vesting of restricted share units (RSUs), performance share units (PSUs) and restricted shares under the Company's Global Share Incentive Plan (2011), the Company's 2017 Equity Incentive Plan and the New Taptica Management Incentive Scheme and RhythmOne Plan. '

Und so weiter

Wendy, CEO does not hold many shares now at all.
She held an awful lot in the past.

Why is stt1 hell-bent on trying to extinguish all positive results for Tremor whilst ramping Totally to the skies?
Is he being paid for his efforts?

Some U.S. ad tech stocks were over-valued and people have taken profits, overall they are still way ahead of where they were not so many months ago.
Therefore the bubble has not burst.