illumin Holdings Inc T.ILLM

Surprised

[retiredcf]

That the SP is down today given strong US tech earnings this morning which lead to a corresponding bump in the NASDAQ. Could bode well for next week's results. GLTA

[snowpest]

Facebook revenue below expectations could be the cause.

[retiredcf]

Facebook shares rose in extended trading Monday after the company reported better-than-expected third-quarter earnings while revenue missed estimates.  

[oldinvestor64]

could it be that all the analysts have iot wrong? I would hate to see downgrades after thw Q release

[Torontojay]

Highly unlikely. The next 2 quarters should be record numbers for their comparative periods. There are too many catalysts but I'll name a few.  1) CTV revenue is exploding. Remember Q2 numbers showed a 400% improvement over last year. I don't see this slowing down.  2) Illumin is getting bigger and bigger and management has hinted that we expect to see strong sequential

[Swiftstar]

6) they are still sitting on a tonne of cash. I would think by Q1 next year, they would be able to close on an acquisition.

[arbutus7]

A while back TorontoJay outlined a convincing thesis on why AcuityAds should buy Adcore. Made sense at the time. Before I would say they could not afford Adcore but with Adcore so cheap right now maybe they could pull it off. If they did we could have another Magnite on our hands here. This is why I own both AcuityAds and Adcore. Makes a lot of sense.