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Bullboard - Stock Discussion Forum 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... see more

TSX:ILLM - Post Discussion

illumin Holdings Inc > The Hardest Part is NOT selling...
View:
Post by cpac on Nov 06, 2020 8:49am

The Hardest Part is NOT selling...

The Trade Desk is up HUGE in premarket... sailed through analysts' estimates.  Not only does that reflect well on the digital advertising industry, but it's a stark reminder that TTD trades at 30B, and us at 300M... even though we're forecast to do more than a tenth of their revenue next year... the valuation of TTD doesn't look to be coming down any time soon, so instead AT should continue rising to fill that valuation gap ... should be more like 10x, not 100x... and that would reflect a ton of blue sky for our share price. :)
Comment by mofwmofw on Nov 06, 2020 9:23am
Always easy to buy, always hard to sell. I just hope it does consolidate, nothing goes up forever. Nice and slow going up is always best. IMHO
Comment by Jboosted92 on Nov 06, 2020 9:32am
agree....but this is turning into a tech growth story.....so every quarter ...++++++++
Comment by Stocker1973 on Nov 06, 2020 9:44am
@mofw..... You are very right and i totally agree wiyh your thoughts but here in this case we were already very undervalued and stocks when highlighted by media and analysts tend to fill in that gap tooooo quickly. For AT depending upon Q3 results, the fair value resides some where close 10$ and AT is filling in that gap too quickly. Also, We have some high catalysts coming up too soon. I think ...more  
Comment by campst on Nov 06, 2020 9:43am
All one needs to do is consider that Q4 is the best quarter for advertising by far. What will these revenues if TTD and AT be? selling is the farthest thing from my mind..... but what do I know? cheers
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