illumin Holdings Inc T.ILLM

Emotional Selling

[bullrush80]

Too much emotional selling happening righ now. The reality is the company now is trading at almost 2x EV/Sales with over $100m in cash. Revenue, profitablity and cash flow continues to grow. I see this as a value investment now. Might not be a bad time to accumulate shares.

[Raffle]

You could be right but I thought of the same thing when the stock was just below $16.

[growthnprosper]

There is no doubt the illumin product is unique and one of a kind and will be in high demand. However, the supply shortages are causing alot of havoc on businesses getting product and so are making it hard to get inventory which affects advertising dollars spent. When shortages are no longer and covid restrictions are lifted we should be able to go back to normal and then we will see revenues

[growthnprosper]

Yes and I bought a bunch at $17. Will take a long time to get back there now.

[Raffle]

I started buying just a little under $20, then I bought a lot more under $16, then even more at around $13. The biggest purchase was done at about $10. After that I stopped buying.

[growthnprosper]

Shame on Tal.......... He is a huge dissapointment. He even fooled the analysts who are now estimating on the conservative side as they no longer trust him! He even fooled Motley Fool. They must feel pretty stupid now. They recommended we buy at $15,

[timjim0417]

Same bro. Sold this morning crying taking loss of > 5k. Thankfully, I have gained in my other stocks to help offset this.

[retiredcf]

Looks like the Emotional Selling is continuing and the Market Makers are extremely adept at making the stock appear extremely weak. But for those with some patience and a longer term investment horizon, the old adage of "buy when there's blood in the streets" was never more applicable. Disclosure: AT is my second largest holding so it has obviously been a tough week. But I've

[Raffle]

Retiredcf, I didn't know you actually hold many shares. I thought you were working for Acuity Ads because you were so upbeat about the company. You didn't like anyone bringing negative views on the company.

[fdfd12]

Once again, look at the chart of XBC. That is what AT will go through before if it recovers. It will take over 6 months for this to go up over $6 or $7.

[timjim0417]

I think the sell off, that was somewhat expected based on q3 revenue, was amplified because a lot of investors are pissed off at this stock's performance over the last 6 months. However, now this stock seems close to being undervalued and sooner or later the buyers will be back. It may or may not be the same as XBC but I don't think AT has hit bottom yet.

[Torontojay]

In your opinion, without your emotions being involved, do you think a revenue miss by 3-4 million deserves this punishment?  Why should a programmatic company be trading at less than twice its sales if you back out it's cash position? I know hardware companies that trade at a higher valuation than this. I am not convinced that the growth story is over.  This is called panic

[skelterhelter]

Question wasn't directed at me but I'll answer anyway.. Because the market DOESN'T TRUST THE CEO ANYMORE. Kapish?

[prophetoffacts]

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[skelterhelter]

There are so many problems with the results and the conference call it is hard to know where to start. While markets are irrational at times the problem here is that the copmany has done nothing to help. Example #1: Company sold illumin as the next next thing in programmatic advertising and sold it on its merits of a self serve revolution. Reality? Illumin is "white glove" service which

[Swiftstar]

Of course mgmt cares. While some of use had thousands, tens of thousands or worse hundreds of thousands wiped out over the past few months, the management team had over 100m wiped out. I'm sure they are all over it.

[prophetoffacts]

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[skelterhelter]

Let me be more clear: I don't believe him.  Everybody knows that selling to Enterise Tier 1 is a different ballgame and so does he. This whole explanation about not being set up properly means that he is either lying or completely underestimated the challenge which I find very hard to believe.  At this point, their bread and butter is mid market. To publicize a Shopify

[rapid_fire_]

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[Torontojay]

Purple Mattress already spends around $10 million with them from their legacy platform and they are a tier 1 client. If they get  26 tier 1 clients to spend $10 million on Illumin then that gives us $260 million in revenue just from tier 1 clients. Keep in mind the client list will continue to increase in the coming quarters. Suppose only 50% conversion from tier 1 clients would produce about

[prophetoffacts]

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[fdfd12]

It was a miss of about 10% in revenue. Look at LSPD today. They beat estimates but guided 1MM lower and they got killed about 30%. AT did much worse in their report than LSPD

[retiredcf]

Just in case you were wondering, as a non shareholder, no one on this BB cares about your opinion. GLTA 

[timjim0417]

Wow! I was a shareholder since 7$ last year and lost a lot on this stock. I have every right to bash this now. I researched the company and all the analyst's said sp going up to $18 or whtever and what do we get... FIVE DOLLA'. Tell me something is not wrong here.

[Raffle]

Retiredcf does not like negative comments on Acuity on this post.