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Tremor International Ltd (TRMR)
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With courtesy to the contributors of the following posts which have been brought over from the London Stock Exchange Bulletin Board.
Tremor at it again. Blog and video here -
Further to SSN's post ...Tremor relaunch as 'New Tremor International'....See the Video within the BLOG. At 13.47 mins in...Spearad is already fully integrated into the UnRuly SSP and at 14 mins in, see Tremor's New TV Market Place proposal.
ShareNicelyNow…Watched the video again. Must be the most informative and detailed explanation of what Tremor does in its entirety, succinctly delivered and a massive confidence booster in light of the share price. A clear forward vision from a company which knows its market. Having listened to various presentations and conferences of late from Magnite, Perion and Pubmatic, I would say that Tremor is the one most ahead of the curve in CTV, and by a wide margin.
One point to mention I have picked up from a number of these conferences is that at the moment about 80% of CTV is sold directly by media companies to advertisers, by their own sales force (called upfronts) and only 20% is sold programmatically. Hence, the press comments about CTV inventory being limited. The CTV market for Tremor will grow as this percentage split is set to reverse over the next 3 - 5 years - most will become programmatic. As well as the continued shift from linear to streaming. Hence, the growth profile for Tremor is much, much larger than I had previously realised. The blog video also alludes to significant international expansion in 2022, off the back of the Vidda deal and SpearAd acquisition.
I now feel I 'get' what I am invested in here, which to be fair I have been missing for the last 9 months or so - not helped by poor investor relations. I am aware that I will be not the only who thinks this way, including the analysts who cover the sector, given a lot of their questions at recent conferences. The market has doubts about the viability of business models in the sector, which is contributing to the share price slides. This blog video clears all my doubts.
I think it was the Dog who once posted that we may be invested in an absolute monster here, this could be huge. As with all new technology and trends, the SP will be volatile along the way, as confidence and doubts ebb and flow, over perceptions of the future. 2022 should be another year of substantial growth for Tremor - lots to look forward to!
Radium….Agree SNN. Tremor’s master plan is to create a service that makes the sale of CTV and streamed media inventory easy, enticing, controllable, flexible and profitable. To this end, the acquisition and integration of Spearad is a gamechanger. And when VIDAA kicks in, in May, it will provide a platform from Tremor that is user compelling, attractive and visionary.
If only there was some sort of saying about what happens to your finances when you take up leftist idealogy....
This one belongs in the "Too good to be true department". Then again, the author is from India, and most likely has a world view, so there may be some merit to this report. I also posted this on the MGNI and PERI Yahoo boards. Thanks to Radium1 on the TRMR LSE site for the below:
Near 52 week low. Haven’t taken the tax loss yet. Pondering.
price down due to Rumble and CFVI canceling Trmr. No longer doing business with TRMR.
Down 5% premarket on no news…. Hmm
Andy Brough talks about Tremor at 22mins and 38mins....
In the Raynond James conference today an emphasis was placed on acquisitons by Ofer Druker, as his preferred route to increasing value for all shareholders, I'd say there is an acquisition in the pipe right now. Possibly a big move this time involving a cash raise. That would explain the current sp level. We know they are in talks and that a NDA has been entered into. Could even be a rather sizable reverse takeover.
What’s this about a possible takeover?
TRMR attempted to censor and got terminated by Rumble.
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."
oops I meant tremor and UNruly....fitting name....they tried to claim they aren't going to put ads on Rumble due to dan bongino...and rumble said "show proof that dan bongino spreads misinformation". crickets. so rumble said their ads will be banned on rumble.
This company needs to relist in the US.
Yahoo Finance Insights
Tremor is up 6.60% to 15.27
Yahoo Finance Insights
Tremor reached an all time low at 13.89
Yahoo Finance Insights
Tremor reached an all time low at 13.33
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.
Good luck to all longs tomorrow...and after.
Yahoo Finance Insights
Tremor is up 6.87% to 15.56
2 REITS to buy and hold to make a passive income!
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