illumin Holdings Inc T.ILLM

Alternate Symbol(s): ILLMF

Communication Services

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 advertisers to connect intelligently with audiences across online display, video, social and mobile 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 offers advertising automation technology that offers planning, media buying and omnichannel intelligence from a single platform.

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illumin Holdings Inc > Requested RBC Report

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Comment by Blitzkriegon Mar 09, 2022 2:42pm

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Post# 34500416

RE:Requested RBC Report

Cheers, thanks for the repost!

1) $102mm net debt (acquisition or share buyback?)
2) $20mm annual fcfe (fantastic cash flow)
3) $100mm enterprise value, EV/FCFE = 5x (dirt cheap)

Q4/2021 revenues of $35mm and net income of $4.2mm

I expect a beat on revenues and a miss on earnings (sales expansion). A miss on top-line will not be pretty.

What's more important is guidance...I am expecting $130-160mm, even after a slow first and second quarter.

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