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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 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.


TSX:ILLM - Post by User

Post by truthis0utther3on Mar 11, 2022 9:56am
165 Views
Post# 34506231

Unsolicited advice on analysts

Unsolicited advice on analystsAnalysts (especially in Canada) almost always parrot what management tells them. They don't do any critical analysis unless there is an obvious mega trend in play.

Why is that the case (especially in Canada?)

Investment banks rely on companies to include them in deals. Whether it's M&A, secondaries,or further financing, they can't be bearish on a Company if they want their business. This is why they also choose (told) companies to cover that are more likely to have deal flow.

In Canada, there are only so many companies that can provide enough deal flow so it's a bad idea to shoot yourself in the foot and anger them.

Also, remember that analysts are not traders. If they were any good at trading they would be on the buy side. If all you did was follow analyst predictions you would be severely underperforming the market. They are notoriously followers to price action and update their models to lower or raise  multiples, for example, once prices change and their price targets are too far away.

It doesn't mean they are always wrong and sometimes there is an analyst that is on the ball but generally speaking they should not be relied upon to provide any alpha.

Good luck.
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