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5i Report
Review of Illumin Holdings Inc.
SEP 05, 2024 - We have been covering Illumin Holdings (ILLM), formerly known as AcuityAds, since early 2022, and from that time we have removed the name from the Growth model portfolio and downgraded its rating by two notches to a ‘C+’. We have maintained coverage on the company until today mainly due to its decent balance sheet and strong cash position. We believe there are better opportunities available elsewhere in the Canadian market.
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Q: Hello
I have 3 x 5i recommendations I should probably move on from AQN (- 68%),
EGLX (- 98%) and ILLM (-81%).
With the remaining combined funds I would need a 350% to recoup the loss back to even - assuming a 5yr min hold what would be 5is thoughts be for sector and position choice to reallocate ? I d prefer these be positions your moderators in fact own.
I have 3 x 5i recommendations I should probably move on from AQN (- 68%),
EGLX (- 98%) and ILLM (-81%).
With the remaining combined funds I would need a 350% to recoup the loss back to even - assuming a 5yr min hold what would be 5is thoughts be for sector and position choice to reallocate ? I d prefer these be positions your moderators in fact own.
- TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU)
- Enthusiast Gaming Holdings Inc. (EGLX)
- illumin Holdings Inc. (ILLM)
Q: Of the three companies, please list the following companies first to last which ones you would sell for tax loss. Are there any that have any chance of a turn around. or would you sell all three
Q: ILLM What are your thoughts on the recent results? Also with the potential break up of some of google's dominance do you think a company like them will benefit?
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