illumin Holdings Inc T.ILLM

Stockchase Insights

[retiredcf]

HOLD

AcuityAds Inc(ILLM-T)

26/04/2023

 

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

Acuity Ads Holdings Inc stock was up 25.49% in the month but down 46.22% YTD. 

Its stock price rose precipitously to more than $32 in February 2021 and had fallen to over $4 at the beginning of 2022 and by November 4th it had got to $2.04. 

The results for the 3rd quarter appear to have been the proximate cause of the subsequent lift.AT is a technology company that enables marketers to connect intelligently, via a one-stop solution, with audiences across video, mobile, social, and online display advertising campaigns. 

Its technology enables programmatic advertising, which is the automated buying and selling of advertising inventory electronically. 

Its Programmatic Marketing Platform allows advertisers to manage their purchasing of online display advertising in real time. 

Its journey automation platform, illumin™, offers planning, buying, and omnichannel intelligence from a single platform, allowing advertisers to map their consumer journey playbooks across screens and execute in real time.

 

Technology

$2.00

[Torontojay]

A hold makes more sense. I have personally sold my position a while back.  I see plenty of risks ahead:  1) slowdown in adspend  2) Google phasing out third party cookies by end of 2023  3) how they transition all of their clients to Illumin is going to be a challenge. If they lose tier 1 clients that are still using the legacy platform then that could be a big blow.

[campst]

Good points.  I'm still positive on Illm.  A couple of points. 1) META results suggest there may be imrivement on ad spend.  Market is reacting to that news today.  I watch a half dozen small adtechs. Illm is performing in the middle so far today with TTD up over 7% as i write. 5) margins will improve rapidly and exceed those of managed services. Ergo I don't thik the