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10/07/18
09:00
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Originally posted by vontrader
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Simple ...
They haven’t done a guidance upgrade yet
The AdCel deal is still to settle and the revenue from the 2 Asian advertisers won’t kick in until this quarter
The market already doesn’t believe their numbers, so if they were to upgrade them again so early it may not do much SP wise - better to let the quarterly figures do the talking
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Hey VT,
The 2nd acquisition will help raise awareness and profile.
From Chairman's Update 31 May:
"The Company is also currently reviewing a number of other acquisitions and expects to be in a position to announce its second post-IPO acquisition very shortly."
From Martech Today, June 20:
Thus far Ted has done everything he said he would.
Don't see that changing.
Market "appears" to be asleep on this, yet I see bullish accumulation on Twiggs Money Flow since listing, despite SP downtrend.
Great opportunity in H2 as scale up hits.