Member Info for Tricky_Dicky

AS EXPECTED - stt1 Keeps quoting 'Industry Challenges'.
Industry challenges continue to affect all business - haven't you understood that yet stt1?
AS EXPECTED - stt1 Keeps saying Tremor bought R1 without seeing all the data.
Mergers and acquisitions are estimated to only have a 50% chance of success anyway:
1. Integrating the operations of two companies may prove to be a much more difficult task in practice than it seemed in theory.
2. A product held by the acquired company may turn out have less value than initially thought, for instance buying a drugs company with a newly developed drug which later turns out to have dangerous side-effects!
Seeing all the data available in every detail would not necessarily show these things up, so to suggest that Tremor did not see the books in their entirety or perform 'due diligence' is HIGHLY misleading.
We don't know if Perk was thought to be valuable or was seen as a loss-leader which failed to be worth the expense. We haven't seen the figures.
AS EXPECTED - STT1 always looks on the black side.
Always look ahead, learn from mistakes, but never look back .

stt1 there must be a light shining through somewhere in your life - you miserable old git!
:)

stt1,
You have only posted the negatives about the rapidly changing ad tech eco-system and for that reason you are suspect.
The Perk business model actually worked until a greedy Ted Hastings sought to further his career and conned R1 into buying it.

Tremor management would have know in advance of purchase that pruning of some R1 products would be on the cards. Companies change direction, some projects become irrelevant, the writing has been on the wall for Perk for at least the past 2 years, or longer, even since Ted Hastings became CEO of Perk. Ted had a huge reputation for pumping and dumping companies.
Tremor needed to have a clear out of products that did not match longer term strategy or had failed to deliver.
Ad tech is changing rapidly - anyone who fails to recognize that fact is a fool.

What is the point these days of dividends and long term holding?
Everyone is day trading, that is why the sp changes the way it does.
If the reason you bought in the first place is still there then sit tight.

It doesn't work on that level at all, with these sort of people potteryexpert.
Are you even a potteryexpert? I very much doubt it.
I have helped people with mental health issues but stt1 is beyond redemption.
Don't even bother to try to infiltrate his thick-skinned mind.

stt1 is a spent force - previously praising Dataxu and Sizmek to the skies.
Some weird agenda that defies reality is the hallmark of stt1.

stt1 is confused by his own thoughts that fly about him - is his Hamlet-like madness real or feigned - do we even care?
Dataxu he praised richly whilst indicating what bad idea's DSP's were and how they were a massive liability and forgot that Dataxu is a global DSP valued at over 1 billion in 2016 and seen as a darling on the block - 3 years later it is being sold for 150 million.
Tremor may be a small fish that gobbled up Blinkx that gobbled up several others and still shrank but the alternative would have been a tiny minnow that was 'here today and gone tomorrow'.
There may not be much jam right here and now but there would have been no chance at all otherwise.
The Blinkx fish was eating others just to survive, the Tremor fish may be different - who knows?
If it all goes down the pan then a low-ball buy-out may just put us out of our misery.
stt1 still frantically scans the horizon seeking out portents of ill-omen swirling round the industry and reporting back. Still looking particularly for old skeletons and previous accounting fudges or past resignations from on high.
I think we have enough problems of our own without this desperate, lunatic, feverish, clutching, madness as well.

stt1
I agree with your comment that Tim Weller increasing his holding shows he has confidence in the business.

Tim Weller, non-Exec., chairman will have the most up-to-date information on the companies' prospects and be intimately acquainted with cyclical trends, order flow, supply and production bottlenecks, costs, and other key ingredients of business success and way ahead of analysts and portfolio manager's understanding, not to mention individual investors.
Tim would hardly have spent circa £100k if he thought the company was failing as per the ruminations of those who opine that the company is a bad'un and will never turn a profit.

Some people take pleasure in needling others, having seen it all before I believe stt1 does this because of personal issues.
It’s common for companies to buy or be bought by other companies, and mergers often mean a reorganization of the executive leadership team; as a result the new team may not include your current CFO.
If someone thinks this means a whole can of beans then maybe they have an agenda of their own and have nothing better to do with their sorry life.
Sad but true.

Facebook issued misleading video-view-length information it botched for the 2016-2018 period.
Facebook grossly inflated video-viewership metrics and then lied to advertisers about it, a handful of advertisers suing Facebook say the deceit happened on a grand scale. Facebook Hid Inflated Video Ad Metrics Error for Over a Year, advertisers allege.
Lawsuit says erroneous metrics were overstated by as much as 900%

Of course if R1/Tremor did similar a certain person would be jumping about and constantly ramming it down our throats.
Selective ignorance perhaps?

stt1 is always looking for a potential sign of weakness into which he can spread his venom.
Carefully crafting lies upon lies and speculating wildly he goes about his wicked business.
Looking for whatever fits with his agenda - methinks the man has failed and seeks nourishment hoping to feed on carrion even where it does not exist.
What a sad life!

Tremor have not even whispered mention of a profit warning - instead they said management believes it is on track to meet the market's profitability expectations.
I suppose we have had a hint that part of the business is doing better than another, which may be dragging a little, (tail winds, headwinds and all that) but overall Taptica are on track and have a strong balance sheet.

Companies are duty bound to issue a profit warning, ahead of results, if one is merited but nothing yet of that nature has been RNS'd so the demand from stt1 to Tardis to show proof that Tremor has said they will issue one, if need be, is a moot point and not worthy of challenge as it a 'given'.

All on course at the moment so shut up to the moaning minnies!

stt1 has no investment here at all and no interest other than trying to emphasize every possible or imagined negative news-flow on Tremor.
That should tell you something.

Two short weeks to go before we see if the results are a green or red light ahead.
Tuesday, 24 September 2019 will be upon us before we know it and the sp should lift a little before then.
Tremor have been keeping schtum lately, if they surprise the markets with better than forecast figures we should feel much more positive.

The exact date of an earnings release depends on when the given company's quarter ends.
If you find any discrepancy then go from there instead of scaremongering.

The trick is to forecast expectations (numbers) and come out comfortably ahead, as do TTD.
I am unaware of 'numbers' forecasts from Tremor - perhaps in the case of recent integration of R1 they can't be expected to predict, even on the low size, although that looks like a deliberate ruse from TTD to surprise the markets into exaltation.

R1 had not made a profit over recent years they reduced their losses significantly.
Parts of R1 have now been pruned and losses adjusted, however Tremor seem to use higher accounting standards/procedures so we are still unclear what will transpire and what and how other integration costs have been recorded.
It will be interesting to find out how the 'better' parts of R1 are performing, if that can be stated clearly by the September results then this may set the stage going forwards.
We also want to know how the push into CTV and other opportunities are progressing.
Tremor has three divisions Tremor Video (branded video advertising) and RhythmOne (media), as well as Taptica (performance advertising) and each will have to be accounted for in terms of profitability and trends.
R1 was acquired to strengthen operations in Europe but that may take some time to work through; can we really expect instant profits on that score?

Tremor are doing pretty much what TTD are but seem to have a 'Cinderella' shadow cast over them.