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Blinkx Share Chat (BLNX)



Share Price: 39.50Bid: 39.25Ask: 39.50Change: 0.00 (0.00%)No Movement on Blinkx
Spread: 0.25Spread as %: 0.64%Open: 40.25High: 41.00Low: 39.00Yesterday’s Close: 39.50


Share Discussion for Blinkx (BLNX)


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MaverickD
Posts: 5,308
Off Topic
Opinion:No Opinion
Price:39.50
Re-alignemnt
Sun 23:51
Of the SP should continue......move towards 46p
 
gdog
Posts: 7,913
Off Topic
Opinion:No Opinion
Price:39.50
View Thread (4)
RE: Millennial Media
Sat 18:19
Good luck with MM. There's going to be a ton of further consolidation in our space and they very well may get taken out; it wouldn't surprise me in the least. I simply didn't like where I saw the fundamentals going, so I bailed. I have more than enough crap shoots in my portfolio, especially for a guy my age.

As I said about CRTO, they didn't break the numbers for mobile out. That concerns me. If they have something to shout about you'd think they'd be shouting it out.
BouncyDeadCat
Posts: 3,397
Off Topic
Opinion:No Opinion
Price:39.50
View Thread (4)
RE: Millennial Media
Sat 18:12
It's reached my "start buying" price and I'll buy it all the way down to a dollar or maybe even less if I can get it. Fvck it, if it gets to a dollar or lower I'll be hoovering them up.

It's a strategic buy for me, as I believe it'll get consolidated.

$250 million in annual revenue and some very good mobile technology makes it worth more than the $200 million it's currently priced at. On a risk reward basis it looks rather attractive.

all imo of course.
BouncyDeadCat
Posts: 3,397
Off Topic
Opinion:No Opinion
Price:39.50
gdog
Sat 17:59
"mobile solution on all leading browsers" = mobile display ads = worthless
gdog
Posts: 7,913
Off Topic
Opinion:No Opinion
Price:39.50
View Thread (4)
RE: Millennial Media
Sat 14:47
RE: MM..." but it's been very badly managed."

You're right about that. You've got your buy-in price, having closed at $1.89 yesterday after trading as low as $1.79. Be careful with that one, even under $1.90. I got out of MM on August 12, which proved a lucky move, even though I took a beating.

CRTO are working pretty hard on mobile. I have no idea how it's going to turn out, but according to their recent earnings release:

"With our complete mobile solution on all leading browsers, we showed personalized mobile ads to 69% of our client base in the second quarter 2014."

I have no idea what that meant in terms of revenue because they didn't break it out.
Lundon79
Posts: 1,553
Off Topic
Opinion:No Opinion
Price:39.50
Blinkx 3m comparators
Sat 12:28
BouncyDeadCat
Posts: 3,397
Off Topic
Opinion:No Opinion
Price:39.50
View Thread (4)
Millennial Media
Sat 11:12
I believe the stock is bottoming out. I think this company is ripe for a takeover, it has great mobile technology and some great products, but it's been very badly managed.

I think it could get taken out during the next round of MA consolidation. It has a market cap of just $200 million. Its technology alone is worth $500 million imo. I'm a buyer at under $1.90 per share.
BouncyDeadCat
Posts: 3,397
Off Topic
Opinion:No Opinion
Price:39.50
View Thread (2)
RE: Gdog re retargeting
Sat 10:59
As a retargeter, Criteo's business relies on being able to show consumers ads for products they've already looked at online, which it does by tracking browsing data via cookies. The problem with this tactic? - It becomes rather more difficult to execute on mobile devices, where cookies are largely ineffective.

Mobile ads have shown phenomenal growth for YouTube and Facebook (walled gardens that can be easily switched from a desktop platform to a mobile one). But growth in mobile ad sales outside these walled gardens is somewhat lagging – up to now, they (the rest of the internet), haven’t quite found the ‘special sauce’ to be able to deliver mobile ads as well as they have done with desktop (but they will).

Criteo is Ad Tech’s current darling (growth wise) because everyone else is working on the pipeline of change, whilst Criteo is carrying on and leading the field in providing cheap desktop banner ads. This may make the company’s revenues look good over the short-term, but I can’t see them making much headway in the coming years, particularly in mobile where they have very little presence (unless its current strategy of stack-it-high-sell-it-cheap desktop retargeting allows it to build a big pot of cash to acquire a good mobile orientated competitor).

I think gdog maybe mistaking current revenues/growth that Criteo is experiencing, for the all-important ‘land grab’ without considering what’s about to come down the pipeline. And this isn’t me making an argument for ‘blue sky thinking’ or ‘if, whats and maybes’ mobile IS happening, it has already begun to happen for YouTube and Facebook and the long tail will follow.

One thing I don’t think Criteo can get away with, is to forge its current banner ad strategy into a mobile offering. The mobile banner ad is much derided by the industry (too small and irrelevant) and with an inability to track users on mobile devises – their technology becomes obsolete anyway…
horsetrader2
Posts: 2,596
Answer
Opinion:No Opinion
Price:39.50
Thanks Farruggia
Sat 03:24
I got this report back yesterday that left me beaming all day yesterday .
I just think a bumper would be right way at moment!!
He is a gorgeous 3yo and has the most wonderfull temperament
He is as good a jumper as you would wish for. He never gets tired in his work so I think in time he will be a stayer as a lot of the Family are!! But you have a very nice individual who does nothing but get the pulses racing everytime we do work with him.
gdog
Posts: 7,913
Off Topic
Opinion:No Opinion
Price:39.50
View Thread (2)
RE: Ads on LSE
Fri 22:57
Thanks Ex.

I see 90 something ad companies on my browser and managed to, supposedly, opt out of 53 of them.

I'll be more than incredibly surprised if that link actually works.



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