Member Info for Tricky_Dicky

Linear TV is still relevant: over 100 million viewers watched the Super Bowl on TV and by contrast, only around 11 million streamed it online? Best to keep it in the mix.

Whether it was done intentionally or not, the matter boils down to whether Alphonso/LG reneged on contracts with other companies, between tremor and themselves, legally or illegally.
Alphonso were clearly struggling at the time and Tremor 'lent' them a fair amount of cash.
Alphonso are now being shafted by LG for resisting re-negotiation of inventory agreement contract terms.
The sense of schadenfreude is palpable.

It appears that LG have now achieved partial dismissal (of the second amended) complaint against themselves.
But that LG ads ("Alphonso") have been denied partial dismissal of the same complaint.

Not sure how this substantially changes the offering of self-service DSP announced in November 2020.

baldy,

I blame Sky News for the speculation:

https://news.sky.com/story/adtech-group-tremor-screens-interest-from-potential-bidders-12833617

When is a target company required to announce it is in talks with which may lead to a takeover offer under the Takeover Code?
Answer:
An announcement must be made if the target company has been approached by a bidder and that approach has not been unequivocally rejected (i.e. discussions are ongoing) and:

(1) there is a leak in the media; or
(2) there has been an ‘untoward movement’ in the share price of the target; or
(3) more than six external parties have been informed about the possibility of an offer (the “rule of six”).

baldy,

Many competitors run the slide rule over other companies and then sign confidentiality agreements if they are serious about taking it further.
Names of potential bidders are not normally disclosed until one becomes serious and the board accepts, otherwise it could create a false market, i.e. a rise in the sp.

Having had a buyer in the wings when the sp was around 800p last year I can't see Ofer or the major shareholders letting this go for a song when times are hard, i.e. now.

But longer term the growth potential here is huge, the global programmatic display advertising market was valued at USD 451.3 billion in 2021, and is projected to reach USD 9473.3 billion by 2031, growing at a CAGR of 35.8% from 2022 to 2031.

Everyone needs healthcare but the staff are on strike.
So more backlogs, more work piling up.

Can TLY pay NHS staff (who they rely on) more than their NHS wages?
We know the strikes in the NHS will have cascaded down to TLY.
And yet people suggest there is huge potential in gaining more contracts.

Instead of just quoting contracts what about stating the profits made by servicing them?

Tremor's action against Alphonso/LG has dragged on for many months already and can't be connected to the court case of Alphonso versus LG, they are two entirely separate issues and will be treated accordingly.
Otherwise we could be embroiled for years to come.

I meant to say 'Alphonso previously had an exclusive collaboration with Tremor Video.'
But LG would have known of this and yet who pays Tremor for the 'crime'? Alphonso who reneged on its agreement with Tremor and whose senior officers were ousted by LG or LG for being the parent company with knowledge of the situation?

Looks like Alphonso are now in the dock against LG who are trying strong-arm tactics to overpower them.
LG owns a 50.1% share of Alphonso and as well as ousting several founders and former top officers, they (LG) tried to alter the contract terms of an inventory agreement between Alphonso/LG Ads and the LG parent company.
In a way that would severely depress Alphonso’s value … by shifting margins away from Alphonso and, eventually, force minority stakeholders to sell at an unfairly low price (to LG).
LG previously had an exclusive collaboration with Tremor Video.
It seems that this was broken when the TV data and measurement company (Alphonso) rebranded to LG Ads.

Dog eat dog kind of world out there!

While some investors prefer the use of a single analysis method to evaluate long-term investments, a combination of fundamental, technical, and quantitative analysis is the most beneficial.

The board would negotiate very favourable terms for themselves in any sellout.
However, they cannot overrule major shareholders influence on whom to sell to and at what price.

It was W. Buffet and he meant arriving at an honest and intelligent judgement of what an asset can produce and buying it when its price looks good in relation to that.

I am slightly concerned that adtech alone is hugely complex and that understanding the twists and turns of evolving technology and acquisitions with complex accounting and guidance set in a backdrop of recent inflation and cuts in ad spend, along with seasonal variation, can boggle the mind of the average investor.

At the end of the day, profitability is paramount and seeing value in a fallen sp!

doggy,

You sometimes remind me of Kevin Kline playing Otto in 'A Fish Called Wanda'.