Member Info for Tricky_Dicky

Bill and Ben!

There are several ways a smaller company can buy a bigger company.

Add our cash?
Depends what the figures are:

At an average price paid of £1.50/share(??) on the buyback, to date, that is a tidy profit on the side.
2 X 28 so well over $50 millions, plus cash reserves circa £90 millions?
Still, not 200M.

It would be interesting to learn more about the company's performance projections :
gross revenue versus bottom-line profits.
If Tremor made £20 millions bottom line profit against a gross revenue of £400 millions this year and next year made £30 millions blp against a gross revenue of £500 millions, that would represent an improved performance.
My figures are clearly for illustration only.
We do know that Tremor are seemingly quick to integrate companies and save money by synergy.
They have cash in the bank, no debts and a war-chest of treasury shares.
Would they perhaps look for more opportunities by acquisition/merger or focus on other measures to improve performance?

JR, et al.

It must be very satisfying to casually abuse posters whom you disagree with.
I am, in part, guilty of the same, but at least I try to employ rational arguments.
To believe there are a number of posters who are in tandem with stt1, but post as if they disagree with him/her
is a crackpot idea.
I only hold a few shares, less than 4,000 but I am not keen to see negative comments and I have a perfect right to
object to stt1 and point out the error of his ways.
If you don't like that, then feel free, put me on filter.
But you don't need to make a song and dance about it.

This a company seeking growth, set in a dynamic environment subject to constant change.
We cannot know the future, so looking for new insights into where we are heading is perhaps 'pie in the sky'.
Unforeseen events such as the new virus have shaken the world.
Tremor, amongst others, seems to have benefited from the pandemic, with the sp suddenly shooting ahead.
CTV is now capturing ad spend, like never before, it is a relatively new and massively proliferating medium, for brands to tell their stories to people staying at home. Remote working, from home, may even become the new normal.
Surveys have indicated that viewers would prefer to put up with adverts rather than pay for ad-free viewing.
We are in a good place but whether we are undervalued or not depends on a whole slew of factors.

JR and GS,

I will deal with you both later!

JR,

It's good to learn about what the company is achieving - no?

What stt1 fails to understand is that it is all about growth.
The acquisition of ad-tech R1 wasn’t ever envisaged to be about doing something new, it was about reinforcing Tremor's offering together and growing the technology so that Tremor have more leverage and the ability to be a valued competitor in a growing market for connected television budgets.

Has he gone to sleep again?

stt1,

You seem to be asking why would Tremor buy the PMP package that R1 were already offering if R1 were loss-making for years.
Do I read that correctly?

An interesting gay with some chunky volumes registered.

rom stt1,
'Please enlighten me as to what has been achieved and how it differs from what rthm were doing? '.

Answer,
That is not a problem stt1,
The PMP was the first joint effort between the two companies since the acquisition was completed.
Private Marketplace Places provide high-quality video supply, via auction-based marketplaces to top-tier clients who choose to work with their preferred DSP.
Some of what R1 were already doing is highly valued in itself and what is wrong with that?
But it is clearly not just about what R1 were doing or the new collaborations, Tremor comprises three core divisions: Tremor Video, RhythmOne and Unruly.
Tremor Video’s Self-Service DSP leads with substantial growth of 650% in Ad Spend YOY.
The acquisition of Unruly Holdings Limited and Unruly Media Inc. and a global partnership with News Corp, strengthens the Company’s focus on video and expands its global footprint.

You may benefit from reading the following from last year's annual report and accounts:

https://www.tremorinternational.com/wp-content/uploads/2020/05/Tremor_2019_AR_WEB_SPREADS.pdf:

stt1,

That's even better then,
Unruly were loss-making under News Corp and R1 had accounting issues.
Both had to be paid for and integrated and R1 had previously acquired Yume, plus others,
some no longer relevant in the changing landscape.
All this costs time and money and yet Tremor pulled it off in record time and surged ahead.
Only a 'sour-grapes' would pour cold water on what has been achieved already.

stt1,

Tremor saw the tech potential of R1, the launch of Tremor Video PMP's serving as an excellent example.
It's a complete waste of time raking up old figures, Tremor are not responsible for the past revenues of R1.
They were not concerned about old figures from 2015, 2016, 2017,2918.
That is all in the past and has no validity whatsoever now.
It was the potential of R1 and Unruly to Tremor that mattered and not their past performance.
It looks like Tremor know what they are doing and yet you keep looking back over the past performance of acquisitions.
This is not relevant.
You just seem to be banging your head against the wall.

The amount of supposition, based on false logic and speculation, makes it impossible to maintain coherence, we are thrown from one theory to another, from one speculation to the next and all have the same value as truth as next or the next, making the narration feverish with information and possibilities but not grounded on any one idea just constant speculation.
Dated in so many ways.
That is the village idiot for you.

The V.I. would like to get us all pregnant!

doggy,

You are so funny - about the V.I. getting another male pregnant.
I need time to recover.

stt1 you are posting the same diatribe on ADVFN under the name of sikhthetech.
You are either insane or paid per post.

stt1,
To compare you to a motorist you are like a driver who sees great danger both through the rear-view mirror and in looking ahead.
Whilst it is perfectly sensible to be aware of both matters they should not cripple your ability to make progress.
Being completely overwhelmed by a negative scenario is not very healthy, is it?