Member Info for Tricky_Dicky

And funny how often this 0.33% figure regularly pops up on the sp at the end of trading.
A place holder numeric that raises suspicions about what is really going on behind the scenes.

Tardis, you previously said on 21'st November:
'Taptica did a trading update in January (17th) not December.
I would expect the same again this time round.'

I am confused.com

Mithaq increasing without even consulting with stt1?
They must have seen an opportunity he has missed - how strange that they didn't listen to the resident voice of reason.
I thought stt1 was calling all the shots!

AS EXPECTED
stt1 adds conjecture - he is desperate to find negatives by speculation.
AS EXPECTED
Conjecture and speculation are not the hallmark of a reliable witness!
AS EXPECTED
Misleading the innocent by presenting a runaway train of thought, cobbled together with inaccuracies and assumptions, presented as fact.

The sad fact of the matter is that stt1 is the agent of a shorting syndicate, he is now happy to look for any and every weakness in the Ad-Tech ecosystem and by association to bring, first R1 and now Tremor into the fold.
stt1 would like to sow doubt and have us to believe that Tremor is perhaps late in collecting lots of money owing to the industry's cash-flow set up, and lengthy payment terms between advertiser clients and their agencies, that he implies that Tremor may or not have to 'shoulder'.
Does he really know the facts about Tremor's business model?
Also look at his frantic posts all over the place - praising ad-tech companies that seem to be doing well one minute, despite their falling out of favour the next. He doesn't seem to know what he is talking about. It's all wild speculation without real evidence or hard facts.
He first had a go at dsp's as a weak point, despite the fact that companies he previously praised had dsp's at their core, then he changed his mind when they failed to deliver and made up the reasons with hindsight accordingly.
stt1 would now have us believe that Tremor will be left holding the bag with bad debts and needs its substantial cash reserves just in order to 'buffer' late payments.
He does not understand any details with respect to Tremor, regarding its financial operations and hopes to sow doubt accordingly.
We want facts and evidence stt1, not wild speculation and back-tracking, never mind the weird nit-picking and splitting of hairs.
Clarification is required stt1, you spread much misinformation, do you want to praise companies that succeed, despite all the challenges or do you want to highlight the issues as a barrier to success?
The why and wherefore of your meandering commentary leaves much to be desired.

Interim results 24th September 2019:
RNS Number : 3776N

In the first six months of the year, the Company completed share buybacks totaling $18.9 million in order to generate value for shareholders. The Board continues to evaluate how best to deploy the Company's cash reserves in order to optimise shareholder value, but currently does not intend to pay an interim dividend to shareholders, as it wishes to focus on long-term value generation.

Tremor seem confident that management has taken a number of proactive measures in H1, which included exiting a number of sub-scale markets, divesting from non-core and loss-making activities and importantly, applying Tremor's stringent accounting policies to RhythmOne. These activities, coupled with the weakness in the Performance division year on year, explains that although of the heavy lifting (cost) is being carried out in the current financial year, they expect the Company to feel the full benefit thereafter.
The Company continues to focus primarily on the branding and CTV side of the business (Tremor and RhythmOne's YuMe), which generates the majority of revenue.
On the back of all this he Board believe the Company will be marginally behind full year expectations on profitability for 2019. However, cost controls and cash generation remain strong.

The trading update in December will give a better indication - unless they have stopped doing them!?

Management is taking steps to reduce the overall business’s exposure to Performance-based marketing (47% of total revenue) and is focusing the group on video and branding instead. It is also imposing “stringent accounting policies” to RhythmOne.
Performance revenues, which made up 29 per cent of overall turnover, fell 41 per cent from $72.1m (£57.8m) at last year’s midway point to $42.3m.
Brand advertising only make up around 53% of total revenue as Tremor seeks to reposition its business. But strong cash generation and a net cash position are plus points.
So, Tremor’s material exposure to its ailing performance wing is still a weakness.
This weakness and the efforts undertaken to clean up RhythmOne will mean full-year profits will marginally miss expectations.

News about what?
Integration was stated to have happened quickly (or words to that effect) and streamlining is ongoing, whilst the focus continues with an emphasis on CTV.
Unless you believe in a possible buyout or another takeover in the pipeline then perhaps not much in the way of hard numbers until next year.
The full year results are due in December but some believe the numbers will be lagging.

Perhaps stt1 wants to suggest that Mike Lynch or his gardeners or his nanny or her dog is somehow implicated, first with Blinkx, then R1 and now Tremor?
Let the jury decide based upon the evidence - It all adds up to madness!
But when has stt1 ever been averse to proposing any number of false witness suggestions that suits his agenda?
Alice in Wonderland features the mad Queen (stt1) screaming 'off with their heads' directed at the gardeners.
That about sums it up for me.

It was stt1 who said look at Perk.com and see that they have announced they are closing.
Isn't that enough for the market to see?
If Trmr have not publicly announced it maybe they don't need to rns every detail of their operations.

As for Ragnar looking for hard numbers, he has already posted the following:
'The facts speak for themselves: market cap of $236m, cash $70m and expected free cash flow around $40m (and more next year) representing a EV/FCF yield of well over 20%. Simple maths.'

You left yourself wide open to that Ragnarlothbrok...
Nobody has access to numbers that aren't out there.

The ad tech industry, generally speaking, has too many tools with overlapping functionality, plus these tools are often tech-rich but difficult to use by corporate clients.
The ad tech industry is consolidating and innovative features and broad trends into new areas like CTV are being copied quickly. One day company abc is the 'darling' the next it is disappointing with its 'hard numbers' and worth a lot less.
Rocket Fuel’s rock-bottom $125m sale to Sizmek, and the purchase of US business from Tremor Video by Taptica, confirms an unavoidable trend in adtech. - what has transformed advertising has generated almost no value for investors, while Facebook and Google have scooped all the value for themselves.
It is only a few years since investors were racing to invest in adtech, Rocket Fuel traded at $2bn, and Millenial Media rocketed to $2bn after IPO. Rocket Fuel has now lost 95% of its value, while Millenial was sold for $238m loss to AOL in 2015. The trend is widespread: content analytics firm Visible Measures sold for $10m after raising $70m.
Therefore ad-tech/programmatic has been a force that has destroyed so much value for so many savvy investors.
Google and Facebook have one line of meaningful revenue: advertising. And Google’s $100bn annually is growing $20bn a year. Twenty billion dollars of new ad tech revenue annually validates all the venture-capital investment made in the sector; the shame is none of it goes to companies that venture capital backed. In short, venture capitalists were right about the sector, but utterly wrong about who would win.
Survival depends on companies absorbing others like R1 and Tremor have been doing and looking for the latest trend.
With hindsight many of us were over-optimistic as ordinary investors but the show is not over yet.
We are still in the game, absorbed by a fairly healthy company, despite the negative criticism by he cannot be mentioned, about stuff such as skeletons in the cupboards and negative headwinds / industry challenges.

If you go to any stock board on any service--Yahoo, Google, MotleyFool, ADVFN, you will find persons / multiIDs whose only point is to drag down a stock. Usually its easy to just ignore, we know they are out there, its no surprise.
They will never try to bash a stock like Apple or Microsoft, thinking they'll influence the price.
They hide behind cover drip-feeding negative suggestions hoping to make money out of penny stocks if they can persuade enough people to sell (not buy)!

I agree with that, the character going by the name of stt1, trolling the boards in an extremely hyperactive manner, spreading all manner of malicious rumours in a multitude of ways, has to be challenged.
This is pure trolling as defined elsewhere.
I see it as both a form of bullying and harassing of the long-term investors and an attempt to manipulate and deter new investors, based on wild speculation of doom and gloom spreading throughout the sector but apparently not affecting those companies that are seemingly bucking the trend, one minute (in stt1's opinion) but later fail to realise their potential.
Those that previously praised companies that do fall to earth later are then shrugged off (by stt1) as further opinion that Tremor is worthless.
You couldn't make it up could you!

100% agree with that curlykev
I used to work for an oil company, but wouldn't dream of continually comparing them to others, analyzing every creak and joint in their rigging.
Even if I invested and lost a lot I wouldn't keep looking back on the negatives, forever posting thus.
I bet the character has nightmares and still can't expunge them.
We have to feel a deep pity for a tormented soul.

Bull**** is still emanating from stt1 - AS EXPECTED!
His opinions are always seeking to reinforce negative news-flow - AS EXPECTED!
He will continue with his negative stance - AS EXPECTED!

srr1 is stuck on claiming due diligence was not performed fully enough on the purchase of R1 by Tremor. Really? Where is the evidence? Anyone can make bald statements.
This an accusation that has implications because R1 would have had to disclose certain financial information to Tremor and if that information was later found to be misleading it would be open to law-suits. (witness Hewlett Packard's take over of Autonomy).
If Tremor were happy enough to accept the accounts under the known procedures operated by R1 and may well have intended to prune non-productive parts of R1 or discarded them as the business model has changed, then to further allege that Tremor has questionable events and an unproven business model, may be seen as making a case where one does not exist.
It is easy to accuse or to make blatant allegations but the facts are the only evidence we can believe unless we are basically behaving in a scurrilous manner, inventing issues which have not been tested...

Significant trades today, not sure what is going on but stt1 has no influence at all.

Anyone frantically posting bad news in huge columns of text incessantly, on two boards, has to have an agenda - which may be either psychological, wanting to hit back at the company, or financial, as part of a shorting syndicate.
I can think of far better things to do ...