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Blinkx Share Chat (BLNX)



Share Price: 21.25Bid: 20.50Ask: 21.25Change: -1.00 (-4.49%)Faller - Blinkx
Spread: 0.75Spread as %: 3.66%Open: 21.25High: 21.50Low: 20.75Yesterday’s Close: 22.25


Share Discussion for Blinkx


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Shroder
Posts: 170
Off Topic
Opinion:No Opinion
Price:21.25
Media Center
Today 19:45
 
Shroder
Posts: 170
Off Topic
Opinion:No Opinion
Price:22.25
RE: Time Inc Acquires Viant
Today 14:43
As a general market comment, the most vulnerable and exposed are the smaller 'aggregator' type players, these are imo the most damaging too. In essence they plug themselves into an exchange in the hope of undercutting the competition ultimately driving down CPM's for everyone else.

This strategy no longer seems to be working giving the massive reduction in traffic, quality is now the dominant driver.

Aggregators may also start to lose out from a technical stand point, being out bid during the RTB process by sheer speed.

..just my take on things but so far R1 seems to be ahead of the pack.
Shroder
Posts: 170
Off Topic
Opinion:No Opinion
Price:22.25
RE: Time Inc Acquires Viant
Today 14:04
Its probably harder to pick an exact peer especially as we are now moving towards the exchange side of things although Rocket Fuel seems to pop up quite often with analysts.

Have a look at their cash flow statement (there are some write downs which make it look worse but setting those to one side).

https://www.google.co.uk/finance?q=NASDAQ%3AFUEL&fstype=ii&ei=zeK9Vtn3FMWdUpisp5AO

The question is, how much of that cash burn is being used to subsidize their business model forcing CPM's lower.
Tractorhead
Posts: 256
Off Topic
Opinion:No Opinion
Price:22.25
RE: Time Inc Acquires Viant
Today 13:35
Good to hear your assessment is the opposite.

I was thinking that this company Viant now has Time inc behind it. Then obvioulsy there is google and facebook. Criteo seems to have plenty of casha and is profitable. Not sure about the others.

TBH, I am not sure if google and facebook are even direct competitors. Do they have all their own programmatic capability and the same sort of stack that 1R does?

Sorry my comment was not very well based.

Can you enlighten us as to why you think the oppostie?
Shroder
Posts: 170
Off Topic
Opinion:No Opinion
Price:22.25
RE: Time Inc Acquires Viant
Today 12:57
Tractor, can you provide peer group examples as my assessment is just the opposite.

"And the competition is solid and have LOTS of funding"
Tractorhead
Posts: 256
Off Topic
Opinion:No Opinion
Price:22.25
RE: Time Inc Acquires Viant
Today 07:41
Well spotted Shroder and thanks for sharing.

This sort of thing scares the **** out of me. Yes, it proves the validity of the space. But how any players can there be. And the competition is solid and have LOTS of funding. Are we too small? are we going to get bought out at silly price? Or can we grow quick enough to become a big enough, stand-alone operation?

Who can tell?
Shroder
Posts: 170
Off Topic
Opinion:No Opinion
Price:22.25
Time Inc Acquires Viant
Thu 21:21
biffa
Posts: 72
Off Topic
Opinion:No Opinion
Price:22.25
10th place tomorrow?
Thu 20:13
Heading up again.
coathanger
Posts: 252
Off Topic
Opinion:No Opinion
Price:22.50
Did
Thu 09:34
Or do any of you guys or gals buy criteo shares?.I did contemplate a time ago but didn't want all the hassle of the tax forms.Is it hard to buy the shares here from good ol blighty.
rustybucket
Posts: 10,305
Off Topic
Opinion:No Opinion
Price:21.25
Rising tide
Thu 07:02
At the moment we are a puddle in the street.

We need a flood and to be part of it.




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