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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 advertisers to connect intelligently with audiences across online display, video, social and mobile campaigns. Its Programmatic Marketing Platform, powered by machine... see more

TSX:ILLM - Post Discussion

illumin Holdings Inc > Positive News Release Or Not
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Post by mofwmofw on Mar 22, 2021 7:27pm

Positive News Release Or Not

Thought that would have been a positive, but after some reflection was it? Seemed the market liked it at first, but once again a big sell off at the end, and I mean they love to pound it down. I thought the Illumin platform was the game changer, but now it seems to possibly be dependant on other criteria? Maybe I just don`t know enough about it. Never thought it would need collaboration with someone else, expecially a competitor. I guess time will tell. Probably I`m not understanding the fine print, or possibly on the opposite end of the spectrum, a nice fat buyout? Maybe someone can shine more light on it.
Comment by MattakaP on Mar 22, 2021 7:46pm
This stock now sadly follows the general market trend. Notice how the s&P 500,Dow,and nasdaq all dipped at the same time as we did.
Comment by Zach45895 on Mar 22, 2021 7:55pm
In my opinion, with so many heavy hitters trading at such a discount, there's just too many deals out there where you don't need to bet on an up and coming company. Once acuity can set themselves apart from the crowd and look like less of a gamble and more of a winning play I think we will see an explosion in the stock price. Hoping the next earnings release and Nasdaq uplisting combined ...more  
Comment by BeatsBast on Mar 22, 2021 7:51pm
IMO many investors de-risked their portfolio as the treasury yields went up and haven't hopped on again...and traders are "playing" other short term trades with proven growth stock... Not saying that Acuity has not proven to grow, but illumin has not shown any teeth yet. Once illumin proves to grow the revenues at a nice pace, then the SP will move accordingly... Today's PR was ...more  
Comment by Torontojay on Mar 22, 2021 8:07pm
We are at a point now where investors want to see the proof. Every quarter in 2020 showed lower sales than the previous years quarter. We all know why and I'm not concerned by this.  On the plus side they increased their net margins which has never been better than this years. If Illumin can show similar growth in sales as ttd and mgni are able to achieve this year, then we will see some ...more  
Comment by Torontojay on Mar 22, 2021 9:36pm
Third party cookies represented about 20% of Ttd's revenue source and it might be just as high for Acuity. The whole industry needs to address this shift and this is how unified I.d 2.0 came to be. Illumin basically needs to be compatible with this and some of the other experimental adoptions such as Neustar's "Fabrick." Also, Live ramp has their own identity solution called ...more