Member Info for Tricky_Dicky

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I believe Uber are currently demanding a trial by jury in California.
The case against Taptica (now Tremor) revolves around a common source of ad-fraud, that of attribution, most attribution methods can be gamed, hence the concerns with 'evidence' that may be open to question:

https://webapps.sftc.org/ci/CaseInfo.dll?SessionID=1171286A71C2B7F298FA911599306B9411D7524F&URL=https%3A%2F%2Fimgquery.sftc.org%2FSha1_newApp%2Fmainpage.aspx%3FWeb_Server%3Dimgquery.sftc.org%26MINDS_Server%3Dhoj-imx-01%26Category%3DC%26DocID%3D07146406%26Timestamp%3D20200211055031%3Dac0eb2a73326c985e3c036d7c2e9ec5fcce90f32

Agreed, Finncap are bullish overall - do you really not wish to report their detailed comments stt1.
It appears that stt1 tries to encourage negativiity by quoting financials that do not come with prefixes such as 'earnings massively down'.
Why does stt1 think that revenues and profits are about to fall off a cliff?
Finncap are saying that, as a result of restructuring, Tremor subsequently trades at a substantial discount to its peers.
Finncap also quote:
"Net cash in line except for a $5m advance, and FY19 revenue lower than expected due to Tremor focusing on its profitable, core activities and removing inter-company revenue.
Finncap are confident that the switch to CTV and the proactive measures, included exiting a number of sub-scale markets, divesting from non-core and loss-making activities, present a huge opportunity for Tremor.
They say "We expect this focus to enable Tremor to capitalise on the substantial growth expected in Video and CTV".
So, Finncap understand that Tremor have to cut out the dead wood in order to move on - that's how it works.
A company with huge amounts of cash in the Bank, expanding and massively undervalued.
Tremor is also imposing “stringent accounting policies” to RhythmOne.

The ad-tech industry has to be capable of changing to meet the latest trends and from Blinkx to Rhythmone to Tremor we have seen proactive measures, included exiting a number of sub-scale markets, divesting from non-core and loss-making activities .
The purchase of Rhythmone, last April, marked the shift in Tremor's focus to video brand advertising, with the performance marketing element of the Company becoming minor in terms of top-line results and EBITDA.
Tremor's strategic shift to focus on video, data and CTV operations, has created a stronger platform for growth.
Tremor expects to report adjusted EBITDA for the full year ended 31 December 2019 in-line with expectations* at c. $60 million. This was achieved on revenues of c. $325 million, as a result of the actions described above. Tremor remains a highly cash generative business with a net cash position of over $75 million as at 31 December 2019. This strong cash position was delivered post the $25 million share buyback programme during 2019 and $5 million of data pre-payments for 2020. The Board will continue to evaluate how best to deploy the Company's cash reserves in order to optimise shareholder value.

*Analyst research is available on the finnCap research portal: https://researchlibrary.finncap.com/
From FinnCap: 29/01/2020

Tremor(TRMR): Corp - Reassuring trading update after a transformational year for Tremor, today’s trading update highlights FY19 numbers in line with those announced at the Unruly acquisition, and continued confidence in the outlook for 2020 and beyond. This confidence reflects management focusing Tremor’s platform on the substantial growth opportunity in Video and Connected TV (CTV) advertising, and moving the group away from lower margin activities that are outside of Tremor’s core market. We expect this focus to enable Tremor to capitalise on the substantial growth expected in Video and CTV, and we look forward to further detail on Tremor’s strategy at its FY results on 31 March and CMD on 3 April.

stt1, your impatience for success is completely understandable.
You want to see instant profits and rapid growth, well so do we, but it all takes time.
Others have given up and drifted away but you are sticking with us, still interested and wishing for better.
It's truly wonderful that you are on hand to make helpful suggestions.
Enjoy the rest of your time here, we are more than happy to help and guide you when dark clouds appear before you.

stt1
You really must have missed the latest RNS of the TU:
"2019 was a transformational year for Tremor driven by the merger with RhythmOne plc ("RhythmOne") in April. The transaction marked the shift in Tremor's focus to video brand advertising, ....with the performance marketing element of the Company becoming minor in terms of top-line results and EBITDA.... "

"Tricky,
Just curious- do you read and react to stt for your own or our entertainment?
jr"

It's a sort of 'whack-a-mole' game isn't it?

Ad-tech Industry challenges are a natural part of the landscape and not always a bad thing.
Tremor are constantly adapting and evolving such that they always stay ahead and prosper, whilst others fall by the wayside.
This does not sit well with stt1 who understands little and speculates a lot, just cobbling together old snippets of misleading information, to paint a very negative scenario.
When challenged stt1 doesn't reply, instead moves on to repeating the same old guff.

Backed into a corner like a dog with a cherished toy, unable to let go of what makes it feel secure and in control, stt1 continues to hold fast to events in the past.
Unable to see that the ad-tech sector is rapidly evolving and that dead wood removal is part of the process of realignment to the latest trends.
It is easy to help the dog but stt1 still believes a reward is only possible by continuing to object.

Dataxu dismissed with prejudice all claims against Rhythmone.
In the formal legal world, a court case that is dismissed with prejudice means that it is dismissed permanently. A case dismissed with prejudice is over and done with, once and for all, and can't be brought back to court.
The other links provided relate to purchases by R1 of companies such as RadiumOne and Yume.
I don't see where you get all your negativity from.
Or, why you can't see that Tremor have shaken out all the 'dead wood' and are making progress using the parts of R1 that fit their agenda and are very useful now.

'You don't expect hidden fees when paying for a service. The legal action was over 'hidden fees' not fees in general.'
So, you don't default with no payment at all, no court would be able to accept that and the case had to go to arbitration.
As for Perk's closure, that is no endorsement that the whole business (R1) was struggling and your allegation could not bear any such meaning.
'Perk.com closing down - LOSS OF PREMIUM SUPPLY SIDE, DEDICATED USERS.'
Do you even know who the users were? The advertisers or the public?
I suspect not, you attempt to put unrelated facts and opinions together and come up with personal opinions that fail on all levels.
Laughable really to think that you are bending over backwards to convince yourself over a cloud of fabricated opinion.
Just a lot of air and moisture but little substance. It strikes me as very sad that you can be so consumed with a hotch-potch of negativity that you are unable to articulate the reality.

You pay a fee for a service and if you are not happy then you take your business elsewhere.
You don't withhold payments for 12 months and later complain whilst still using the service.
This is what Dataxu were doing and naturally R1 felt aggrieved.
It's mischievous speculation to suggest that you know exactly what transpired.
None of us do and yet Dataxu were clearly struggling as a business and eventually had to be sold off at a huge discount.

'mea culpa' - can't even spell!

From Friday - eia culpa!

It was classified as a delayed trade - so may well have occurred yesterday.
Delayed to avoid liquidity disruption?

Tremor may soon be a target for acquisition.
Strong cash generation and plenty of potential.
It's not going away any time soon and is tempting enough to attract attention.

A beaver walks into a bar and he sees a man standing behind the bar and asks...
"Is the bar tender here?"

stt1 has the brain-power of a beaver.

The green-eyed (jealous) monster who despises the success of Tremor and tries to cast negativity is nothing new at all.
Shakespeare’s words in Othello:
“O! Beware my lord, of jealousy; it is the green-ey’d monster which doth mock the meat it feeds on.”
Rings true for me!

stt1 is entitled to post negative opinion, mixed with outdated company information and skewed news flow and will do so regardless of 'engagement' by others.
I would have thought that much was pretty obvious by now.
The share discussion board is a source of information and opinion and we are all entitled to make comments accordingly.
If this bothers you then fine, hide behind a filter as you indicate.