if this is the case for a company with this size, imagine what it could be for MM, a pure play in this space!! I seems that business is booming at MM fast and furious since early August. This Qtr could be explosive and could take MM to new highs in no time. Be on the watch out and invest smartly... keep at least one egg here as it could become a chicken with many eggs to follow!
The Jumptap acquisition didn't go well with some analysts and that's why MM at 50% discount today and the worse case scenario is priced in already. Once that perception changes, the reverse will happen.
if this is what is holding MM at this level, we are in a good place. Those nerds at MM deal with the most intelligent analytics and forget the most simple regulatory filing. They need to fire who is in charge!
market cap. This is more than 1/3 of current MM. I guess at this rate FUEL can buy MM with few days of trading. Something wrong with this picture? This is unreal! If this market is so hot, why MM is not getting noticed by the big boys! Well, I guess this is why longs like us are here....
No one of us really know anything for sure, else we will be millionaires. All what you see here are opinions. I agree that if a buyout is going to happen it will be after full integration of Jumptap which is supposed to be completed by year end. I really believe that MM can succeed but the risk and reward is high. At this point, to me MM is a risk I'm willing to take.
it would demand much higher price. They do what FUEL does (analytics = 'artificial intelligence') and much more. This is new niche and after the dust settles and WS gets it. MM will trade higher than FUEL. The math doesn't lie!
"Earlier this month at the Millennial Media Partner Summit: The Art & Science of Monetization, CEO, Paul Palmieri, closed with a note to the group about the importance of programmatic buying and how Millennial Media’s global platform continues to evolve and excel at drawing major brand dollars into the mobile space."
This is after end of Q3 which tells me that their revenue is growing and this also supports their desire to expand in this niche market by acquiring Jumptap and creating strategic alliance with AppNexus
earnings upside surprise is likely
believe the potential upside is way higher than the downside... and the large short volume could fuel a huge push in few days...