illumin Holdings Inc T.ILLM

Just wondering

[mofwmofw]

Some of the posters here have been calling for a fantastic Q1 and now a few have mentioned that we'll see how things go with Q1. I have brought to your attention why Q1 should be a knockout. Why now are some of you not so sure. Is there something I have missed ?

[Torontojay]

  It will be a blowout for sure. $30 million in revenues and $5 million plus in ebitda. 

[BeatsBast]

My concern is that Q1 2020 had 2 months pre covid. So the comparison will be again to pre covid numbers... Will we get 30%+ growth? The other thing is, are they focusing so much of illumin that they are not growing the legacy business as much as previous years... at this point illumin revenues are not large enough to tip the scale on the overall size of revenues...

[Torontojay]

  Q3 2020 revenues which pretty in line with q3 2019 and q4 was about 10% lower than q4 2019. It is hard to compete with q4 from the previous year given their concentration in the markets that were affected by covid. I am sure  they will at least match q1 of 2020 which was $24.2 million and then you can add the $2.7 million to give you a lower bound of $26.9 million. In fact the year

[Swiftstar]

i cant recall if it was Facebook or google, but both had was a very strong qtr. One of them indicated strong/ aggressive spend in travel, and retail. If this is what is happening generally, should provide a good lift for AT. As you may recall, they were growing some other markets eg healthcare, financial, specialty drink segment etc nicely ...+40/50-70%. With that, I think 30 plus reasonable...