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illumin Holdings Inc T.ILLM

Alternate Symbol(s):  ILLMF

illumin Holdings Inc. provides a journey advertising platform, which enables marketers to reach consumers at every stage of their journey by leveraging advanced machine learning algorithms and real-time data analytics. It enables marketers to connect intelligently with audiences across video, mobile, social and online display advertising campaigns. Its Programmatic Marketing Platform, powered by machine learning technology, is at the core of its business, accompanied by patented solutions for analytics-led video and mobile targeting that leverages data. It enables marketers by offering near real-time reporting and analytics, bringing accountability to programmatic advertising to deliver business results and help solve the challenges that digital advertisers face. Its illumin software enables creation of consumer journeys with custom messages tied to the propensity-scored audience. Its customers include both agencies and brands, including enterprises and small to mid-sized businesses.


TSX:ILLM - Post by User

Post by Mastermind28on Oct 07, 2020 10:32am
192 Views
Post# 31679653

Big volume today - we getting noticed!

Big volume today - we getting noticed!
Virtus Advisory Group Newsletter October 2020
 
In this edition of the newsletter we will cover:
 
  1. AcuityAds (TSX:AT)
  2. Boardwalktech (TSXV:BWLK)
  3. GBLT Corporation (TSXV:GBLT)
  4. Minerva Intelligence (TSXV:MVAI)
  5. ProntoForms (TSXV:PFM)
 
Uncertainty around the US election doesn’t seem to be weighing on tech stocks as the NASDAQ continues to tick upwards. Fortunately, we have seen the trickle down benefit of this to many Canadian small-cap tech names such as AcuityAds (TSX:AT), CloudMD (TSXV:DOC) and Well Health (TSX:WELL). In this edition of the newsletter we will discuss why we believe investors are betting on names like Acuity plus highlight some names that have yet to see this benefit, presenting an opportunity for investors to get behind some undiscovered names.

AcuityAds (TSX:AT)
Analyst Coverage: Cormark, Haywood, Echelon, VIII Capital, Paradigm
www.acuityads.com

 
  • As we mentioned, Acuity continues to appreciate with the stock now up well over 300% since the March lows of $0.74. The amazing part is, from our perspective, the stock still trails significantly on a valuation level from its competitor The Trade Desk (NASDAQ:TTD) despite similar levels of revenue growth. 
  • On October 1st, Acuity had the official launch of their new illumin platform - you can watch the event by CLICKING HERE. The company has been talking about this new Self-Serve platform since the end of 2019 and we are thrilled to see that despite a delay due to COVID-19, management has delivered what they believe to be a revolutionary new product. As a reminder, the company had been in beta testing with six large brands with early feedback being resoundingly positive.
  • What makes this new technology special? A few key points to keep in mind:
    • Improved UI/UX - no longer requires users to be experts in programmatic. The reason Facebook’s advertising platform is so successful is because everyday business owners can manage the platform with ease. This has never translated to large programmatic companies – Acuity is the first to offer this functionality.
    • Campaign management - With the new platform, advertisers can actually create a journey for users. Instead of showing potential clients the same ad over and over again, advertisers can now design storyboards that show different ads based on different responses from the target audience
  • In our view, the recent run-up in the stock price is directly attributable to investors betting on the success of the new platform backed by strong fundamentals from the existing business. We can confirm that the company has been focused on non-deal roadshows over the last 2 months and the feedback from investors has been nothing but positive.
  • Potential catalysts include:
    • New large brands and agency clients using illumin
    • Continued profitability with increased margins
    • M&A activity
    • Q3 financial results in November

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