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Q: Reading a recent Q and A on MGNI I was reminded of APPS which was once viewed positively. It seems TTD is a winner, MGNI I maybe a rebound candidate and that APPS is just dead? Do you see any potential in this as being a high upside play when rates are lower?
Q: I would love to hear about your take on APPS quarter,and it’s guidance
Q: Dear 5i team.
Just finished reading the past few mths questions on APPS. Obviously, you've thrown in the towel on it.
Do you see a scenerio where they go bankrupt? IE: equity going to zero? You said it's debt/cash flow is 4Xs. Terminal, or does mgmt have a shot at redemption?
Appreciate your updated views on their fundimentals.
Just finished reading the past few mths questions on APPS. Obviously, you've thrown in the towel on it.
Do you see a scenerio where they go bankrupt? IE: equity going to zero? You said it's debt/cash flow is 4Xs. Terminal, or does mgmt have a shot at redemption?
Appreciate your updated views on their fundimentals.
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