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Tremor International Ltd (TRMR)

NasdaqGM - NasdaqGM Real-time price. Currency in USD
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8.99-0.02 (-0.22%)
At close: 04:00PM EDT
8.99 0.00 (0.00%)
After hours: 04:00PM EDT
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  • G
    G M
    22% FCF yield!!!.. is the market clueless?
  • h
    hyinvt
    anyone got thoughts on earnings?
  • d
    d
    I’ve held this since last August and have lost about $3 USD per share. Thinking of taking my loss and moving on. Any reason to keep holding? Company is a good one. But it doesn’t translate to stock appreciation. Thanks for any comments.
  • G
    Gdog
    New SA Article

    I don't know about the author, I've skimmed the article, it seems pretty good, but nothing we don't already know:

    https://seekingalpha.com/article/4502214-tremor-international-has-an-edge-to-accelerate-growth-in-2022
  • Y
    Yahoo Finance Insights
    Tremor is down 7.75% to 10.36
  • G
    Gdog
    Earnings:

    They are mediocre...at best. The pigs at the top need to return all of the PSUs they granted themselves. They actually took over 16 million in options on top of an already bloated comp package to put in a very lackluster performance.

    PERI rules. TRMR sucks.
  • Y
    Yahoo Finance Insights
    Tremor reached a 52 Week low at 11.03
  • Y
    Yahoo Finance Insights
    Tremor reached a 52 Week low at 11.22
  • Y
    Yahoo Finance Insights
    Tremor reached a 52 Week low at 11.46
  • A
    Andrew
    Well there we have it staggering results. Go tremor. Let’s see how the analysts digest that.
  • G
    Gdog
    FYI:

    Most long time UK longs in what's now TRMR post on three different BBs in the UK about this one, including me.

    I've been in the genesis of what's now TRMR since August of 2000. Not kidding.

    I bought Virage in August of 2000, which was bought by Autonomy, which I then bought into, which spun off Virage as blinkx, which turned into Rhythm One, which was bought by Taptica, which turned into TRMR. That's the short version of a very long story.

    This is the best company of all those that preceded it. I am long, long, long, and strong, on this one.

    Also PERI, which is the cheapest and one of the best of the bunch.

    Also MGNI, and several others in the this sector (AcuityAds, PUBM, TTD, GOOG, etc.) I totally believe in this sector, not that anyone cares what I believe besides me.
  • G
    Gdog
    Our progress:

    I love it.

    Absolutely.
  • G
    Gdog
    Good luck to all longs tomorrow...and after.
  • P
    Powerful
    Too late to get in?
  • j
    jeff
    OK 8% not a bad start in the lead up to Q3 results... which are going to make PERI seam like a drop in the ocean 🤞🏻🤞🏻👌🏻
  • C
    Chetan
    Company is going to generate ~$140 million of free cash flow in 2021, which is over an 8% free cash flow yield, with 20% of its market cap in cash on the balance sheet. The market is pricing this stock as if it is going ex-growth, which seems extremely unlikely given industry tailwinds for video advertising. Stock is cheap relative to peers (PUBM trading at a ~4% free cash flow yield with only 6% of its mkt cap in net cash) and is very cheap on an absolute basis when considering the incredible free cash generation of the business coupled with top line growth.
  • B
    Brian
    finnCap TREMOR (TRMR): CORP NDA confirmed, but no substantial M&A discussions thus far "Following a press report on Sky News on 22 November, Tremor has clarified that it is routinely engaged across a number of strategic discussions as “normal course of business”, and that whilst it has entered into a non-disclosure agreement with a third party, “no ubstantialdiscussions have taken place thus far”. As we explain in more depth from p5 of our 11 November report, Tremor has been delivering very strong momentum since H2 20, as its differentiated, end-to-end platform is capitalising on the structural shift in ad spend towards digital video and connected TV. It has outperformed many of its US ad tech peers through 2021, with organic net revenue growth of +54% in Q3 vs peers at +22-54%, +159% in Q2 21 vs peers at +61-101%, and +96% in Q1 21 vs peers at 15-54%. We have upgraded our forecasts on eight consecutive occasions since June 2020, and most recently upgraded our FY21 and FY22 EBITDA by +15% and +26% at Q3 results on 11 November. Following the upgrades, we expect Tremor will deliver NTM revenue and EBITDA growth of +17% and +20%, which is in line with its US peers at +15-31% and +15-36%. However, Tremor is currently trading at a vast discount on 5x 12-month forward EV/EBITDA, relative to its US peers on 16-86x 12-month forward EV/EBITDA, and at a discount to its finnCap Tech 40 peers on 16x EV/EBITDA with +14% NTM EBITDA growth. We do not expect that Tremor will continue to trade at a discount due to market or external interest, and we reiterate our price target of 1,700p based on 20x FY22 EV/EBITDA."