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Share Name Share Symbol Market Type Share ISIN Share Description
Taptica International Ltd LSE:TAP London Ordinary Share IL0011320343 ORD NIS0.01 (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 125.00 125.00 127.00 - 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 217.1 21.3 25.7 5.4 160

Taptica Share Discussion Threads

Showing 13251 to 13274 of 13550 messages
Chat Pages: 542  541  540  539  538  537  536  535  534  533  532  531  Older
DateSubjectAuthorDiscuss
15/6/2019
08:21
Thank you Abbot, and there we have it. A detailed report from Finncap maintaining there price target. In the meantime Schroeder's have topped up at rock bottom prices and Taptica has given an undertaking to continue the share buyback. The cacophony of deramping that was set off after the RNS and preceded the AGM has now subsided and the share price significantly recovered from lows. Who has lost out ? Clearly those who succumbed to the pressure of the organised hit squad that's invaded this board and seeded fear and disinformation, implying that a collapse to 45p was imminent.The funny thing is most long term holders recognise the value here and have locked up their shares. I would never place a stop loss on TAP - the rotten MMs would sniff em out in a flash. Still holding though wished I had bought more at 80p.To paraphrase Juncker, there is a special place in hell reserved for shorters and derampers. I am convinced they will get there soon.
wheeze
15/6/2019
07:51
AbbottThanks for sharing.
cgequityinvest
15/6/2019
07:41
Thanks Abbot, much appreciated
neutronium
15/6/2019
02:33
Is there any shorters hurting out there? Seems the price has made a miraculous recovery?
amunro
14/6/2019
20:36
So chaps I have been in contact with the company to try to get some of the questions answered that so many are concerned with. Firstly, I wasn't sure if I would get a response, that in itself would be my first red flag, my view is put the past behind us, I know the mistakes of the past regarding Blinkx, however unlike STT and his supporters, I am able to move on from this and give a new company a chance, thus I contacted them with some concerns and to be honest, and as already discussed with Borg used very much a lot of his letter to see what kind of response I would get. Before I continue, I am open in reporting I have ulterior motive as I topped up at 88p and at 98p thus have bought my average down significantly but now have a significant holding thus I am declared an investor. The below is posted verbatim, the response was received from Taptica IR of course they have not addressed each point as one would have hoped, however I am pleased to say that the response in itself shows concern and some support for shareholders (in all the years I held Blinkx I NEVER received a response), it also shows some openness to engage with the PI. Personally I am reasonably happy to be invested here still (albeit much of my risk has been reduced) and will give TAP a chance to get it right, only time will answer that question, although I am sure STT and his cronies will try to answer it well before time! Anyway here is the response, I'm sure it will be ripped apart however I deem sentiment important; Q Why did Taptica release an RNS? As a listed company Taptica was obliged to respond to the allegations and did so according to disclosure guidelines. Taptica always has and always will fully comply with AIM’s disclosure and transparency rules. Q How much revenue will R1 be contributing to the enlarged group? We are not providing specific guidance with relation to the contribution of RhythmOne to FY 2019 but please visit download the latest research from finnCap: hxxps://researchlibrary.finncap.com/Research. Further detail on RhythmOne’s performance will be provided in September’s half-year results. Q Did the company originally overstate how much revenue R1 would contribute? Taptica completed all the necessary due diligence prior to the merger as well as ensuring the market was updated on the trading performance within the RhythmOne business before the merger completed. As a result of the rapid progress in integrating RhythmOne, despite it being less than three months after the merger, we now expect to deliver c. $20 million of cost savings and synergy benefits in the current financial year (on an annualised basis) and expect RhythmOne to make a meaningful contribution to the bottom line in the following year. Q Could the buyback be larger? The board considered a number of options when deciding how to best deploy the company’s cash surplus. Once the second buyback is completed, $25 million worth of shares will have been purchased since the start of April. Taptica maintains that this should benefit shareholders in the medium-to-long term by increasing the value of each share in relation to the underlying assets of the Company. The board constantly reviews how to best create shareholder value, and takes a prudent approach to deploying cash, however there may be further buybacks in the future. Q How are Taptica’s current relationships with its institutional investors? Taptica has the full support of its largest institutional investors. While they are disappointed by the share price decline caused by Uber’s complaint, as of course we all are, they are investing in the long-term and recognise that the underlying business remains robust and has strong fundamentals. Q Why has Taptica not released more positive statements? Taptica has recently made announcements noting the successful combination of Tremor and RhythmOne's video advertising capabilities. The company will continue to update the market as and when appropriate. Q Why has management not purchased more shares? Up until yesterday’s AGM all members of the management team were in a closed period and as such were not permitted to purchase any shares. Any PDMR share purchases will be announced via RNS.
the abbot
14/6/2019
20:12
So chaps I have been in contact with the company to try to get some of the questions answered that so many are concerned with. Firstly, I wasn't sure if I would get a response, that in itself would be my first red flag, my view is put the past behind us, I know the mistakes of the past regarding Blinkx, however unlike STT and his supporters, I am able to move on from this and give a new company a chance, thus I contacted them with some concerns and to be honest, and as already discussed with Borg used very much a lot of his letter to see what kind of response I would get. Before I continue, I am open in reporting I have ulterior motive as I topped up at 88p and at 98p thus have bought my average down significantly but now have a significant holding thus I am declared an investor. The below is posted verbatim, the response was received from Taptica IR of course they have not addressed each point as one would have hoped, however I am pleased to say that the response in itself shows concern and some support for shareholders (in all the years I held Blinkx I NEVER received a response), it also shows some openness to engage with the PI. Personally I am reasonably happy to be invested here still (albeit much of my risk has been reduced) and will give TAP a chance to get it right, only time will answer that question, although I am sure STT and his cronies will try to answer it well before time! Anyway here is the response, I'm sure it will be ripped apart however I deem sentiment important; Q Why did Taptica release an RNS? As a listed company Taptica was obliged to respond to the allegations and did so according to disclosure guidelines. Taptica always has and always will fully comply with AIM’s disclosure and transparency rules. Q How much revenue will R1 be contributing to the enlarged group? We are not providing specific guidance with relation to the contribution of RhythmOne to FY 2019 but please visit download the latest research from finnCap: hxxps://researchlibrary.finncap.com/Research. Further detail on RhythmOne’s performance will be provided in September’s half-year results. Q Did the company originally overstate how much revenue R1 would contribute? Taptica completed all the necessary due diligence prior to the merger as well as ensuring the market was updated on the trading performance within the RhythmOne business before the merger completed. As a result of the rapid progress in integrating RhythmOne, despite it being less than three months after the merger, we now expect to deliver c. $20 million of cost savings and synergy benefits in the current financial year (on an annualised basis) and expect RhythmOne to make a meaningful contribution to the bottom line in the following year. Q Could the buyback be larger? The board considered a number of options when deciding how to best deploy the company’s cash surplus. Once the second buyback is completed, $25 million worth of shares will have been purchased since the start of April. Taptica maintains that this should benefit shareholders in the medium-to-long term by increasing the value of each share in relation to the underlying assets of the Company. The board constantly reviews how to best create shareholder value, and takes a prudent approach to deploying cash, however there may be further buybacks in the future. Q How are Taptica’s current relationships with its institutional investors? Taptica has the full support of its largest institutional investors. While they are disappointed by the share price decline caused by Uber’s complaint, as of course we all are, they are investing in the long-term and recognise that the underlying business remains robust and has strong fundamentals. Q Why has Taptica not released more positive statements? Taptica has recently made announcements noting the successful combination of Tremor and RhythmOne's video advertising capabilities. The company will continue to update the market as and when appropriate. Q Why has management not purchased more shares? Up until yesterday’s AGM all members of the management team were in a closed period and as such were not permitted to purchase any shares. Any PDMR share purchases will be announced via RNS.
the abbot
14/6/2019
19:20
You know Sikly and his admiration of males in the flesh??
kendonagasaki
14/6/2019
18:35
Can't understand what the obsession is with seeing the blokes there, they were on the phone answering questions and being where they need to be to get on with running the business, they stated they would deal with a buyback and they have. No doubt had they been in the room STT and his cronies would be moaning at how much it cost to bring them over for just a few hours when they should be in the states running the business. damned if they do, damned if they don't for those that always look for the negative.
the abbot
14/6/2019
17:17
Link schroders increase: Https://www.investegate.co.uk/article.aspx?id=201906141625323790C
borgioli
14/6/2019
17:16
Pretty much backs up what he was saying yesterday after the formal close.
loafofbread
14/6/2019
17:04
If the top 2 were absent is USA for the agm it wouldn't take much to set up a video link !!!
oohrogerpalmer
14/6/2019
16:48
What has TW written ?
nico115
14/6/2019
16:48
Schroeders adding 1.5 percent.
2oco
14/6/2019
16:35
Thanks Amadeus888 - I should have seen that :-)
wheeze
14/6/2019
16:12
Paz, Yes, odd the Road Show was organised within days of the merger and without TAP having enough time to look at rthm's full books and operations... Just happens to also be just before the deeply discounted placing to sell the ex-CEO's holding... Funny coincidence ;-)
sikhthetech
14/6/2019
16:07
Of what?Yours is a pint of lube.
kendonagasaki
14/6/2019
16:05
Yes lance. Meanwhile 450-115 and your still crowing it's great. Who's the spaz
pazzuzu
14/6/2019
16:04
Is that short for spastic?
kendonagasaki
14/6/2019
16:03
meanwhile 10 million shares traded over 3 days?
kendonagasaki
14/6/2019
16:02
Paz or should I say spaz.
lance corporal winstanley ash
14/6/2019
14:38
CEO/CFO presence at AGM... There's been some questionable events since the Road Show and H1 results are months away..given the questionable events I would have thought CEO/CFO owed it to their investors to make sure they are present... I could understand if 1 of them wasn't there in person but both!! and I would think it reasonable for a phone-in, IF things were progressing as THEY planned but they haven't in a big way...
sikhthetech
14/6/2019
14:17
Thanks 1gw, so they might expect to generate about say $8m free cash flow in H1, after paying for exceptionals such as acquisition and integration costs. With key information missing cannot really say anymore, the inter company stuff also.
gowlane
14/6/2019
14:08
In terms of CEO and CFO (physical) absence yesterday, I forgot to say that Tap talked about holding a capital markets day after 1H results. So if they follow through, that may provide the opportunity to talk in person. It's also not long since CEO and CFO made themselves available over here at the road show, so on reflection I think it was reasonable for them to phone in yesterday.
1gw
14/6/2019
13:52
gowlane- they said the $70m is net cash and I think they may also have said that they haven't got any debt now, so net and gross are the same. On the inter-company adjustment I'm saying that's already in the finnCap numbers. So the $495m originally projected for 2019 and the $560m for 2020 would have been net reportable revenue after adjusting for inter-company eliminations. My guess is the $60m (if that's the right number) was an estimate of the full-year amount, so perhaps the $560m in 2020 would have been equivalent to $620m on a pre-merger basis i.e. the $620m would include $60m of revenue counted by both R1 and Tap. How that interacts with the choice to put Tap business through an R1 platform I don't know - is there an implication that by putting $60m of current Tap business through the R1 platform they displace $60m of other non-Tap business? I don't think they were saying that at completion there was $60m of Tap business going through the R1 platform. The other thing I remember them saying at the roadshow was that R1 numbers (in the finnCap note) had been done "by difference" meaning I think that the R1 number was taking the full hit from the inter-company elimination. i.e. if they thought $560m was the right aggregate number for 2020 and they thought Tap could do $298m without R1 then the R1 contribution by difference was $262m. So R1 without the inter-company elimination would have been $322m - if $60m was the right number for inter-company.
1gw
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