Member Info for Tricky_Dicky

This marks the end of the share buyback as announced on 20th September 2022. The Board will continue to evaluate the best use of its capital going forwards.

The people running Tremor are good at managing money.
It's in their blood.
Of course they want rewarding for their predilection.
That's the way it runs.
Unless they are just telling us what we want to hear!

Tremor is cash-rich and much undervalued in comparison to its peers.
The world is suffering high inflation and interest rates, which will recover.
The lower the sp falls the more value you are buying.

"Buy when there's blood in the streets, even if the blood is your own."

Pardon me for butting in but the latest guidance I saw was in August 2022, so we may have to wait until August 2023 for the next one:
https://investors.tremorinternational.com/static-files/d953d88a-dd61-4936-bb22-7cebd8b2af20

stt1 thinks he has found the magic formula in healthcare.
Good luck with that one.
He lost his marbles a long, long time ago!!

The plain fact in evidence here is that TLY is struggling to persuade the markets.
Supply and demand is ever-changing and TLY remains a vulnerable supplicant.

Hasta La Vista, baby!

It's clearly not about picking up the slack from the NHS via multiple contract wins.
stt1 touts them as a sure sign of success (high margin stuff) but they carry the risk of even a tiny perceived failure.
The markets are ready to pounce, as we have seen recently.
Why this is so remains debatable.

Financial Results on March 7, 2023
Wall Street analysts positive
Amobee integrating
Huge potential, deep pockets
One of the largest CTV and video end-to-end platforms and offerings in the market.

stt1,

There was, until recently, a walk in centre in Hastings, by the train station
Now it is just an emergency overflow centre for when you can't get an appointment with a health care professional at the nearby GP practice.
You cannot see a nurse or locum GP until the GP practice is unable to offer an appointment there when you turn up, from 8 am onward.
You absolutely have to present yourself at the GP practice first and see what they have to offer.
It seems that nothing is set in stone and promises and policies are always shifting.
Not good for the elderly who are unable to comprehend the changing landscape and lack the ability to be flexible enough to cope.
People can always put money aside for emergencies and just call a taxi.
Otherwise they can call 999 or NHS 111.
Nobody chooses when to get ill and if they are in urgent need at night, or at the weekend, they have to decide whether to risk the vagaries of the emergency services (or NHS111) or take the matter into their own hands.
I know what I would choose!

stt1,
People just get a taxi to A&E if they think it is serious as ambulances and NHS 111 can waste precious time before responding.
If the person is too ill to move then a 999 call would be more appropriate.
The NHS ambulance service may employ NHS 111 operatives who handle people who are confused about the seriousness of a situation, and GP's are given good money by the NHS to provide G.P. appointments for visits booked by NHS 111.

Again you say 'for patients who do not have emergency needs'.
People do not always know what constitutes an emergency.
Call-handlers may not be the best option anyway as NHS111 are not medically trained and even when phoning for an ambulance you have to face questions like, 'are they still breathing, are they conscious?
Basically you typically have to make a very strong case to get an ambulance out, via NHS111 or 999, which is why it is still better, IMHO, to get a taxi to A&E straight away.

To see a GP, or more likely one of their practice nurses, with non-emergency stuff, just turn up at the surgery at 8am and present your case.

GP's are mainly working for the NHS under contract.
GP's went AWOL during covid and basically stayed under cover with practice nurses routinely handling the shortfall today.
Gp’s are not helping the general problem of health care, they work limited hours and leave A & E departments to pick up the rest.
Heaping more and more pressure on A&E departments across the country, if these practices were outside the NHS umbrella they would fail in a heartbeat!
Caring profession ? They only care how much they bank!

doggy,
The variety known as 'Tremor' is late flowering!

If salaried GP's are rarely employed by the NHS why then did Tony Blair totally give in to the doctors’ unions and agree new contracts that gave them a 60 per cent salary increase - giving the vast majority a salary above £100,000?

The problem with TLY is that they work in "partnership" with the NHS.
They are not a truly independent private company.
They rely upon publicly funded NHS staff.
They rely upon tax-payer's NHS Theatres and machines.
They can 'cherry-pick' some profitable pathways and cut out the waste of a civil servant based near-monopoly.
TLY are unable to help the NHS with unprofitable demands that the NHS faces.

stt1 is like a junk dealer, rummaging around in low-grade stock, hoping to catch a bargain.
Markets change all the time and the best laid plans of mice and men.....

From stt1:

"TLY have also said they will give back contracts which are uneconomical, like the NW London one."
How long, then, does it take to determine which contracts are uneconomical?
i.e. do TLY take on contracts 'willy nilly' and then find they have taken on more than they can chew.
Plus
Given that the NHS is clearly in such a dreadful state and private care should easily be able to cut out the waste and
incompetence of the NHS near-monopoly, then why are TLY not booming?
If private health care providers cannot easily outperform the NHS then something is wrong in their business model.

Pardon me for butting in:

https://seekingalpha.com/article/4568229-bet-on-success-of-chatgpt-invest-in-perion

Equity is the ownership stake in the entity or other valuable business component, while shares are the measurement of the ownership proportion.