Tremor Share Discussion Threads

[sikhthetech] 28/11/2023 21:53

1gw, who misled investors on Byot, Trmr both which have fallen 90%, is now misleading them on TLY with his stories.

He must have lost a fortune on Byot and trmr to be that desperate.



No evidence of significant selling by major IIs > 3%.
All AGM resolutions passed. Total votes suggests all major IIs voted for.
Dividend and retain auditor resolutions passed unaminously. No evidence of fraud as suggested by 1gw and Quazzie12 and their mates.

Ex-divi date passed.
Lots of small trades over the past few weeks. Yet only a handful of PIs.


so... loads of misleading posts, 1gw and his mates telling readers what they should be doing and manipulation of the share price .


Now read below, read 1gw posts and look at the huge increase in shares on loan?

"He then backs up his accountant's acumen with hefty down bets."



"'I work on the assumption that I'm intellectually superior to 99 people out of 100 and I'd give the other man a good run for his money,' he says."

"'I think very quickly and carefully. The fools panic and I don't panic.' 'I love a crisis because that's when people are stupid,' he said with a broad grin. The working class are incredibly stupid. You can sell them anything if you appear to sell it sincerely. 'I've always liked fast-moving markets because the fools make more mistakes so I'm able to profit by it.'"



Sounds like exactly what's happened recently, doesn't it?
;-)




Shares on Loan were a few.
2022:
Feb 0%
Mar 570200 0.31%
Dec 297157 0.16%
2023:
Jan 4650990 2.54%
Mar 6471111 3.53%
Jul 6775862 3.68%
Aug 7026432 3.81%



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Hybrasil and Hamhamham know what DiscoDave(and his many different versions of that id) posts like, don't they 1gw?

[tractorhead] 28/11/2023 20:26

Headline from FT today

"Channel 4 may be forced to access debt facility after worst advertising decline since financial crisis"

Sure sounds like a hellish environment out there. Hopefully some of their lost business has migrated to CTV?

But for sure it seems advertising spend has indeed had a massive contraction. Thus 4 qrts of missed projections? Can't really blame it all on management? Very bad timing to have findally got the full platform up and running.

Are things now recovering? Frigging hope so. You can tell nobody knows. A lot of uncertainty in forward looking statements.

Maybe brand advertisers are genuinely side blinded but rapid shift from legacy to CTV and struggling to know how or when to deploy elsewhere such as into CTV.

[barkbooo] 28/11/2023 12:15

The good news is - Sikhthetech’s working partner (JWoolley) has also taken a large hit……there is justice in this world.

[tractorhead] 28/11/2023 10:51

click click whirr beep beep....

Price movement triggers AIs to spout their BS.

Try entering the human world rocket and kendo. Have a discussion on this disccusion board and prove you are more than an algo.

Why are you here? Are you invested in this ahare? What is your motivation?

We are waiting...

[barkbooo] 28/11/2023 07:20

Sikhthetech - best to trade.

[barkbooo] 28/11/2023 07:13

Sikhthetech - stunning results at TLY today….leader jumped ship…timberrrrrrrr,

Couldn’t have happened to a nicer guy. lol

[upsondowns] 27/11/2023 12:01

Can't be far away

[tsmith2] 27/11/2023 11:27

But back approval this week?

[tapa7] 23/11/2023 15:09

A few more notes:
"The YoY decrease in Adj. EBITDA were driven by Amobee generating significant losses when we first acquired"

"I think the guidance that we give is cautious and conservative. "

"We bought Amobee last year and did 3 other acquisitions before that within 4 years. When you have cash and generate cash like we do, we think that according to the share price that we are witnessing now, it makes sense for us to repurchase our shares in order to basically support the shareholders and potential investors that will come to the company"

[1gw] 23/11/2023 14:54

Major shareholders are likely to be included in the roadshow, aren't they, and offered one-on-one sessions with management following results?

"Ofer Druker, Tremor’s CEO, Sagi Niri, Tremor’s CFO, and William Eckert, Tremor’s Vice President of IR, meet regularly with institutional investors, usually in relation to the issuance of financial results, and endeavour to accommodate all meeting requests from investors."
(from 2022 AR)

The AGM for AIM-listed companies has typically been the main opportunity for retail shareholders to talk directly to management. They still refer to this in their 2022 Annual Report, believe it or not:

"The Board recognises the AGM as an important opportunity to meet private shareholders. The directors – both non-executive and executive – are typically also available to speak to shareholders informally immediately following the AGM. The Company’s executive directors hosted an investor presentation in November 2022 specifically to engage with the private investor community.

Five of Tremor’s six non-executive directors are UK-based and available to meet with shareholders as requested."

[tapa7] 23/11/2023 14:50

A few numbers from reading the call and doing some napkin maths.

Bottom line FY Guidance implies:
-> Contribution ex-TAC of $86m in Q4 (YoY DROP from $103m 2022Q4) (QoQ Rise from $76.5m 2023Q3)
-> Adj EBITDA of $29m in Q4 (YoY DROP from $36.9m 2022Q4)(QoQ Rise from $21.3m 2023Q3)

-> FY Contribution ex-TAC of $310m is flat compared to $309.7m reported last year
-> Adj EBITDA of $80m is lower than $145m reported last year

[rupert57] 23/11/2023 14:27

Just looking at the major shareholders:
Mithaq Capital SPC - 23.9% - Riyadh
News Corp - 5.9% - USA
JB Capital Partners - 3.8% - Spain
Interactive Investor - 3.4% - USA
Ofer Druker - 3% - Israeli
so that's over 40% non-UK in just those five, and add in those holding through the USA listing...

[rocket fuel] 23/11/2023 13:37

lolz the poor fool has filtered himself!

Watch out for a straight line heading south on the chart!

[seekthetech] 23/11/2023 12:39

Digi. Its a total disgrace


We should write to Aim Regulations

I will vote against every resolution

The non execs are pathetic

I just hope that the rumour comes to pass that Mithaq do something about board composition

[1gw] 23/11/2023 12:21

2021 was the first to be held in Israel was it? 2020 was restricted due to the pandemic (just 1 director + 1 shareholder) and before 2020 (when called Taptica) the AGM was held in London, given it was an AIM company and most shareholders were (presumably) UK-based.

2019:
"Notice is hereby given that an Annual General Meeting of Taptica International Ltd. (the “Company”) will be held at the office of finnCap, 60 New Broad St, London, EC2M 1JJ on 13 June 2019"


2018:
"Notice is hereby given that an Annual General Meeting of Taptica International Ltd. (the “Company”) will be held at the office of finnCap, 60 New Broad St, London, EC2M 1JJ on 31 July 2018"


Taptica AIM Rule 26:
"The Board recognises the AGM as an important opportunity to meet private shareholders. The Directors – Non-executive and Executive – are also available to listen to the views of shareholders informally immediately following the AGM."

[digitalis] 23/11/2023 12:09

175p and they can have half of my holdings…̷0;trust has evaporated

[digitalis] 23/11/2023 12:08

I think what people are getting at is the accessibility to turn up to an agm and have the opportunity to question management without the questions being filtered!….look at the shareholder register I would say there are very few Israeli investors outside of the free shareholding’s accumulated by management?……
I used to love going to an agm but this company is run for management convenience not shareholders imho……

[tractorhead] 23/11/2023 11:04

rocket fuel...

click click whirr whirr hummmm - algo brain working over time. IGNORE this muppet.

Thank goodness I am filtered.

[rocket fuel] 23/11/2023 09:35

Watch out for critical support at 132.. once that is breached it’s game over!

en-route to sub £100m mkt cap (sub 70p)

[oldboy1] 23/11/2023 09:29

I see John 09 has infiltrated yet another board with his rubbish. Beware he also operates under Seekthetech as one of his many alias' that he has created. Beware this guy all. John09 stay in your lane on your newly created SCSW thread (even though you have been bashing their stocks all year!) where you talk to your various alter egos!

[tractorhead] 23/11/2023 09:02

1scaffolder.... remind us - why are you posting here?