RE:RE:Stockchase InsightsGood points. I'm still positive on Illm. A couple of points.
1) META results suggest there may be imrivement on ad spend. Market is reacting to that news today. I watch a half dozen small adtechs. Illm is performing in the middle so far today with TTD up over 7% as i write.
5) margins will improve rapidly and exceed those of managed services. Ergo I don't thik the c
$200m rev comparison is valid.
4) Yes, but there will be more profit. I would note, however that retailers may not recognize the tradeoff, at least initially.
3) i certainly hope they don't force transition. They can let selg service run as long as it covers the variable costs.
I still have additional concerns.
6) I'm not suite the current CEO has the right skillset for the current needs of the company. I would like to see a more marketing oriented CEO.
7) The AI frenzy. Is their machine going to be better than our machine....especially when META will increase focus and $$$ on AI and slow down on the Metaverse.
Having said this, I note that the company is still sitting on a bag of money, Allumin customer base is growing rapidly, margins and cash flows will improve.and the arevstill a prime takeover target.
Glta.