||ORD NIS0.01 (DI)
||EPS - Basic
||Market Cap (m)
Taptica Share Discussion Threads
Showing 1201 to 1223 of 1225 messages
|It is pleasing to note that while the shift to mobile has delivered a huge increase in Gross Margin from 26.4% to 38.0% in less than two years; this strongly rising growth trend was still maintained despite total revenues growing by 118% between H1/2015 and H2/2016.
The combined impact of fast rising revenue and gross margin growth has seen historic H1 gross profit rise by 97.7% and H2 by 133.3% YOY.
Growth in Revenue, Gross Profit and Gross Margin 2015-2016
H1/2015 Revenue $33.9m - Gross Profit $9.0m - Gross Margin 26.4%
H2/2015 Revenue $42.0m - Gross Profit $12.1m - Gross Margin 27.8%
H1/2016 Revenue $51.8m - Gross Profit $17.8m - Gross Margin 34.4%
H2/2016 Revenue $74.1m - Gross Profit $28.2m - Gross Margin 38.0%
H1/2016 v H1/2015 Revenue up 52.8% Gross Profit up 97.7%
H2/2016 v H2/2015 Revenue up 76.1% Gross Profit up 133.3%
Mobile App retention rate 2016 over 2015 - 193%
Mobile App retention rate 2015 over 2014 - 161%
With H1/2017 revenue reported as 'significantly ahead' of H1/2016, and the Gross Margin run rate entering 2017 at 38.0%, up from 34.4% in H1/2016 (10.4% higher), the outlook for H1/2017 clearly has promising fundamentals.
|I agree with the last two posters.
Investec is the only broker that I know that follows Taptica. Ever since TAP migrated to mobile Investec has been way behind the curve regarding profit forecasts & TP's ... they just don't get it IMHO.
Anyway, I'm holding on for continued superior growth, a hoped for re-rating and it wouldn't suprise to see the company bought out at some point by a more traditional advertising company ... WPP anyone ?
|If you look at the likes of BUR and FEVR, analysts tend to predict an share price of around 10% ahead of the current SP, and as the share price rises, their target moves with it. The man thing to me is the positive trading statement and the lack of share price move since. I think there will be enough buying in dips to keep it around this level and the upside potential remains huge.|
|£3.30 TP? is that it? blimey, not sure I am holding on for that broker nonsense....given growth profile and increasing cash pile I would like to have thought a better p/e than 11 would be in order? likewise EV/EBITDA ratios should start to kick in with cash generation IMO.....thanks for posting anyway|
|well you have made a difference already with blue on the screen!
|thanks. Look forward to the may update. In truth I am kicking myself as looked at this and blue prism last year and couldn't get comfortable. Have now take reasonable sized positions in both.|
|welcome on board nimbo1....hope TAP doesn't let us all down!|
|new holder here as of today. thanks for some of the useful posts on this.|
|yup, roll on 3 weeks....|
|We already know that this year is significantly ahead of corresponding period last year and so I think you are looking for something that isn't there. Personally I am just as relaxed as I was before the announcement and looking forward to the trading update in three weeks or so.
|seller cleared....IMO....as long as he doesn't offload the other 2/3rds imminently then i'm now relaxed just FYI! good weekend all|
|ade45 - after a significant rise in share price. He didn't buy any of his shares - granted under incentive plan in early 2015 from previous years.|
|Not unusual to see a reason in an rns for a large sale from an executive. Reassuring words are cheap. He sold 1/3 of his holding in a rapid growth company. Dismissing this is naive|
|For those interested, Mr Yaniv Carmi, Chief Financial Officer, received a total renumeration package of £225,588 (pre tax) in FY 2015, inclusive of salary, bonus, incentive payments, share options and other share based awards.
A decent package, yes, but pittance if, for example, you are trying to buy or pay off a £2m property, send the 3 kids to private school, while taking a couple of luxury breaks each year as a release from the 90 hour weeks put in the rest of the year at the sharp end of a growing, multi national, 1/4 billion dollar business.
In this scenario realising £1/2m from the share element of your package is a big deal.
Good luck to the fella.|
|Was thinking I should reduce exposure to this - but it's so tempting to pick it up at this price again, didn't think I'd have the chance!|
|close of play I believe yes|
|Ex divi now as well?|
|hi Riv, think a few PIs have been spooked, should provide MMs with some stock to pass on, looking forward to next update in May|
|The FD/CFO is almost always the lowest paid Board member. To sell a reasonable amount after the share price rise experienced by TAP, and particularly with TAP being so illiquid as others have pointed out, is perfectly reasonable.
It's also encouraging that buyers were evidently easily found at above 300p for an unusually large tranche of shares.
The share price fall is a fuss about nothing. I suspect it will be quickly reversed in stable market conditions.|
|or he just needs cash? I merely raised the question about the comms of it all, could have been better IMO, but he still has a fair old chunk...he has not offloaded them all, he has kept the majority|
|CFO selling a big chunk doesn't indicate he thinks company is about to experience rapid earnings or share price growth.|
It never ceases to amaze me how investors make such a fuss over executive or non executive directors selling shares they own in the company they are employed by. As you rightly pointed out, share options are frequently part of a director or senior managers remuneration. They can often be the element of the remuneration that makes the overall package competitive and retains high calibre individuals. These individuals live in the real world and have bills and costs similar to any other individual, irrelevant of the relative scale of such costs.
Are we to suggest that senior managers / directors are not allowed to spend their salary, or for high calibre individuals to seek employment where shares are not part of the overall package, thus not upsetting shareholders. Surely not.
Furthermore, as of now Taptica remains a fairly illiquid stock, and as such it is prudent for the board and other managers to utilise times where buying volumes are relatively strong to realise a small part of their overall remuneration. I expect to see more of it over the coming months and year, particularly given that such a large % of the share capital is held by so few individuals.
Of course if the entire board and senior managers suddenly offloaded over 50% of their holding without any explanation then I would fully expect a major sell off, but we are talking about simply an employee, the finance director, selling a third of his holding amounting to just over 150,000 shares. Retaining 66% of his holding with the likelihood of further allocations remains fairly aligned to shareholders as far as I can tell.
A little frustrating, yes of course, but a six per cent drop in the price this morning is a complete overreaction and a gift to brokers. Just my take on it and I do live in the real world where I sold shares in my company for lifestyle choices, because of no other reason than I needed the money at that point in time.|
|not sure as simple as that. i hold a lot of shares in the company which i am fd of. i also get paid a not insubstantial salary, bonus, etc. i have a lot of faith in the company going forward ... BUT i also wanted to buy a place abroad and so sold some of my shares. doesnt mean i have no confidence or faith ... sometimes timing of needs /wants dictates realistion of asset timing.|