Member Info for Tricky_Dicky

stt1 your mind is thrashing about wildly now, your logic is faulty, you sound like a desperate person.
You have gone into overdrive on ADVFN, condemning Tremor and fail to understand the business.
I asked you 'Do you know how much credit was offered or even used (by Tremor)'?
You failed to reply and behaved like a mad Dalek, offering up all manner of issues affecting other ad-tech players surviving on a knife-edge.
Tremor are cash-rich and are not about to 'buy the farm'.
Totally are extremely vulnerable and have a negative balance sheet.
You need to chill out and take a sanity check.
No wonder they call you STD!

stt1, you have to ask yourself whether Tremor are likely to default on a secured credit facility.
If you default on a mortgage then the Bank can force a sale of your house, but in these times of crisis that would not be likely.
Do you even know how much 'credit' was offered or ever used?

Companies requiring credit facilities may find themselves in some difficulty.
Large and small businesses, which borrow heavily to run their operations, will find it harder to tap more credit as lower demand also hits them and many businesses will scale back, shedding employees.
If companies can ride it out they will be ok, of course, but some will go bankrupt as the liquidity dries up and bills still have to be paid, wages, rent, etcetera.
All large gatherings such as conferences/festivals (unless online) will be postponed or cancelled, stt1.
Tremor have fair a few dollars in the Bank, minnows on a shoestring are extremely (Totally) vulnerable, even with contracts in the pipeline which may 'pulled' owing to 'force majeure'.
Force majeure clauses are contractual clauses which alter parties' obligations and/or liabilities under a contract when an extraordinary event or circumstance beyond their control prevents one or all of them from fulfilling those obligations.

A majority of the deaths from Spanish Flu occurred by secondary bacterial pneumonia in an age before antibiotics had been discovered. Data from Hong Kong flu in 1968 confirms these findings, remember not all parts of the world, even today, have adequate supplies of antibiotics.
If severe pandemic influenza is largely a problem of viral-bacterial copathogenesis, pandemic planning needs to go beyond addressing the viral cause alone (e.g., influenza vaccines and antiviral drugs). Prevention, diagnosis, prophylaxis, and treatment of secondary bacterial pneumonia, as well as stockpiling of antibiotics and bacterial vaccines, should also be high priorities.

The stock market isn’t the economy, but it’s a signal that investors are worried about the economic outlook for the coming year because of the virus. Basically, they’re predicting that the coronavirus will continue to spread and cause more disruptions, depress demand, and maybe cause a global slowdown.
The markets are reacting to fears now, but if good news starts breaking, it could swing in the other direction.

Coronaviruses were first identified in domestic poultry in the 1930s,.
Seven coronaviruses are known to cause disease in humans. I believe that the current virus: SARS-CoV-2 which is now called COVID-19. ('Coronavirus') is a novel variant related to SARS and MERS.
SARS-CoV (the original virus) was first reported in China in February 2003, and quickly spread to about two dozen countries, the death rate was around 10%. It was contained after about four months. Although no new cases have been reported since 2004, SARS-CoV should not be considered eliminated because the causative virus has an animal reservoir from which it conceivably could reemerge, and perhaps indeed explains the origins of COVID-19 (SARS-CoV-2).
MERS-CoV is a viral respiratory disease that was first reported in Saudi Arabia in 2012 and has since spread to more than 27 other countries, about 1 in 3 died from the infection, but about 21% of patients had mild or no symptoms.
MERS AND SARS are thought to have originated in bats and then spread, via other animals, to humans.
Beyond SARS and MERS 'coronaviruses' Four of the 7 coronaviruses most frequently cause symptoms of the common cold.
We already know how seasonal colds are virtually impossible to cure because of human to human contact and people sneezing and coughing all over the place.

stt1, What is the point you are trying to make, it all sounds like complete gibberish to me.

Advertisers may be somewhat reluctant to spend what could be 'lost dollars' if supply chain shocks resulting from the corona-virus prevent them from getting their products to market
However, people locked down and unable to visit the high street will be watching and ordering more goods online, including CTV, that may well result in a pent-up demand, which will eventually be satisfied as countries like China recover from the draconian measures put in place to contain the virus.
Current disruptions to business operations, global supply chains and economic activity will not last forever, and so we can factor in the disruption as a short-term event which we will recover from.
Up to a third or workers were sick and unable to work in the pandemic of 'Hong Kong' flu' in the 1968 flu pandemic. This was a category 2 flu' whose outbreak in 1968 and 1969 killed an estimated one million people worldwide.
People stricken became very ill, if they were not finished off, and yet there was no mass-hysteria or sense of panic, or if there was I failed to notice it. We just shrugged our shoulders and got on with normal life, as far as possible.
That virus is still in circulation today, surfacing from year to year in mutated forms of seasonal influenza, rendering vaccines less effective.
Ordinary seasonal flu' can still kill up to 600 or 700 thousand people each year and we just accept it as 'normal'.
Nothing much has changed in the scheme of things, except that now we are all being made much more nervous as governments attempt to raise public awareness and set up containment measures on unprecedented levels.
The only fear this time, that some health experts are keen to warn of, is that the mortality rates may be much higher than in previous pandemics, but the statistics are not yet available.
Are we 'snowflakes' ? I don't think so.

It's not directly about cutting back on advertising as that is the life-blood of many businesses and why would they want to crash their own plane?
The main issue centres around world trade and how the corona-virus outbreak is causing disruptions to business operations, global supply chains and economic activity.

Has ordinary 'seasonal' flu ever been easy to cope with when you go down with it?
Symptoms often come back again and again for at least six weeks or more, this is fairly typical, we've all been through it.
People who are vulnerable have always been at risk.
The worst symptoms of the new virus seems to be of relatively short duration and yet we are in 'headless chicken' territory now for some reason.
Level heads and cool minds are needed, instead of the media hype causing panic in the markets and mass-hysteria in the population at large.
People are avoiding travel and are instead working from home, large public gatherings are being curtailed, this will clearly hurt businesses such as tourism, cinema, public transport and sport for sure, but will not stop people watching connected TV and news media broadcasts at home, which Tremor have connections with.
More people may shop online, which is an ongoing trend anyway, rather than risk mingling in public, but basic goods still have to be bought and sold and I can't see any reduction in consumption overall.
Some businesses will tell workers to continue from home rather than maintain an office in public, (especially in large cities), but this is already a fact of life and will not be the end of the world.
The ad tech industry is used to coping with the changing landscape but others are far less resilient and will no doubt go to the wall, especially if they are existing on very narrow profit-margins.

Seasonal influenza kills up to 650 000 people every year...
The media and world-wide knee-jerk reactions against 'Corona virus' are out of all proportion.

We seem to be entertaining the imagined realms of a post-apocalyptic world, in which a bodily fluid-borne virus is about to wreak havoc with civilization.
I see little difference to a seasonal 'flu' virus which kills the vulnerable, in huge numbers, every year.
Wear gloves in public and avoid crowds/public transport wherever possible.
Self isolate, if you feel stricken, but mass-buying of toilet paper in the supermarkets and consequent rationing is sheer hysteria, surely.

stt1 you clearly stated ' Their holding didn't stop the well documented Industry Challenges.'
I said how on earth could it?
Are you in denial?

You accept that Tosca has been diluted?
You do not accept that Tosca still see potential, despite recent buying?
Facts and evidence are strangers to you?
Speculation and stitching together of unrelated items, as well as attempting to mislead people, are not.

1. Tosca's holdings have been diluted by various acquisitions and that should be fairly easy to comprehend by anyone with half a brain.
2. How on earth could their holdings arrest the changing evolution in the industry?
3. Who said their holding should make a difference to the markets?
4. Their holdings are a response to the market conditions not a driver.
5. None so blind as those who won't see.

Emerging media formats like CTV don’t rely on third party cookies for audience addressability.

Quite right Tardis!

Rusty, I am sorry to hear of your bereavement, nature takes its course and we are sometimes unable to fight it, better to look on the bright side and the happy times.
In the case of the company in question it is not in a bad place and opportunities exist.
Please don't be too down-beat.

The Dow is down more than 11% week to date while the S&P 500 has lost 10.7%. Thursday’s losses also put the Dow, S&P 500 and Nasdaq in correction territory, down more than 10% from their record closes.

The shares were already caught up in a double and then a triple peak situation which is seem as a challenge on its own, with traders anxious to protect their losses.
Market jitters over the COVID-19 virus can't be helping either.
Tremor with its cash reserves and reach will have plenty of opportunities to prosper and take out companies which complement its model.

Traditional TV advertising has a huge audience coverage already, but it is not always effective since it’s not targeted.
I think the link provided by stt1 fails to grasp the nettle, which is one of fraud if an IP address is not used.
Pixalate firmly believes that invalid SSAI is the largest risk factor to OTT/CTV advertising.

CTV allows targeting of server-side ad insertion (SSAI) which can create a tailored experience to individual customers but is subject to a higher percentage of fraud, 26% according to Pixalate.
The industry’s governing bodies - namely the Media Rating Council (“MRC”) and the Interactive Advertising Bureau (“IAB”) have produced guidelines which actually demand a client IP address, as SSAI usually involves ad-stitching to facilitate a smoother ad-insertion process.
To an ad server that is receiving tracking information, the reports look similar to faked traffic fraud.
SSAI providers can avoid being mistaken for fraud by including two headers as part of the ad request: X-Forwarded-For (a header that identifier the client IP address) and X-Device-User-Agent (a head that identifies the client’s device user agent string).

Targeting is one of the best connected TV benefits recognized by marketers.
In order to use smart TV, users are required to log in via universal identifiers such as Facebook or Google accounts. The technology will use third-party data to complete users’ profiles based on geolocation, zip code, interests, online behavior, device, language, and others. Precise audience segmentations allows targeting brand-receptive audiences with relevant messages, bringing more value to the brand.

When you offer an end-to-end solution, you’re offering more advantages than disadvantages.
What you see going on at the exchange level is the center is collapsing into one. There’s a need now to have end-to-end solutions. So you’re seeing most SSPs are trying to build demand-side business and DSPs are trying to have a presence on the media side.
It gives us good power in the market. And any company in the space now really needs to have that scale.