illumin Holdings Inc T.ILLM

Great time to build a position in AT

[Sellthedream2]

AT has a small share float, it will go up on future positive news just as fast as it has gone down. The company has never been in a better position than it is today. Every quarter moving forward will be profitable along with very strong cash flow. Illumin is a very powerful product that took years to build and is getting fine tuned everyday along with near future API integration, social integration and easier on boarding for small/medium business. Insiders are going to be selling some shares every year this is not abnormal. It will all be forgotten as every quarter there will be a revenue beat going forward.

One thing of note in the industry, trade desk announced in November a complete upgrade on their platform they are naming Solimar. What is interesting is that as big as they are with so many programmers this has still not been released. This shows the moat around illumin currently and this is what I was hoping for so illumin would have time to gain traction and clients before trade desk catches up. TTD will still have to beta test, work out the kinks etc. I don't think the market completely understands that illumin at the moment is the best self serve platform out there. The agency model ttd has that has brought in all its revenue is being disrupted, brands are going to take control of their own campaigns now and save money and keep the client data for themselves. Keep in mind if TTD releases a similar easier to use platform like illumin in the future they are going to screw all the agency's that have brought them business to this point..it will be fair game at that time to fight for the big brands directly

[virgintrader99]

Added another 2000 share @14.2 average $15. Will holding long-term

[Torontojay]

  I also added more shares today but I had to sell some of my winners and I believe it will pay off in the long run. 

[fdfd12]

Inquiring minds want to knw. If it will go up on future positive news, then why are the insiders selling?

[Zach45895]

What if they now see that their company is 100% going to make it in a successful way and they want to buy a mansion on the lake? You can't trade acuity shares for the mansion you gotta sell em and pay cash for it. I think it's normal for a company with this kind of growth to see insider selling.. I think it would be odd to NOT see at least a little insider selling.. they are freaking

[Sellthedream2]

Because one year ago they had enough shares to buy a small house in Etobicoke and now they have enough to buy a chateau in France...3 million each vs 60 million each..they can issue more shares in the future to themselves anyways and they waited 12 years for this..I bet you would have sold your free founder shares at dollar to bring in 3 million if you had a chance, they didn't..

[jaybull79]

Why did Jeff Green sell 2.2 million shares at $35.50 in March 2017? Shouldn't he have known where his share price was going? Man, he's really let shareholders down since then with all that bad news he was holding back while he cashed in huge LOL. Here is a link to the SEC filing: https://www.sec.gov/Archives/edgar/data/1671445/000120919117018307/xslF345X01/doc4.xml Insiders sell, that

[CorruptedLushDr]

In general I don't disagree with your thesis, however, the distrubing part here is how frequent and sustained their selling has been. Turns out anyone adding during this decline has just been buying from either Tal or Rachel. 

[Raffle]

You could be right.

[tootall67]

I have a position but it keeps going down. What did I say the other day about price targets, they can always change them. Well there you go. 29 to 22.

[STEPHENJOBbbbbb]

I agreed but at $8