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I could not agree more. Keep your opinion open but your fact straight!
Scorpionwinger, if someone wants to buy a company their first port of call is to make contact with the company to try and get an "agreed deal" this is still subject to shareholder approval. If the board dont agree they can launch a " hostile offer " the mere whiff of this, in my opinion would see the share price fly. I don't believe the board would even consider this. I also remember a long time ago when Amstrad was doing quite well, but the share price was quite depresses. Alan Sugar the owner eventually took it private because it was being manipulated and he couldn't control the price. All of anything I am posting is pure speculation, and unless anyone knows differently then I would suggest they post it. No-one on this board is 100% certain what is happening and whether this company is anywhere near making a worthwhile profit. There has been much speculation. But fact, very little. Until we get a full update in plain English without trying to bamboozle us we will be like mushrooms. Kept in the dark and fed the stuff that comes from peoples backsides.
While we are waiting for the bid/results god help Brave Bison with FTI behind them.
god only knows what is happening with quantcast figures. views on 1R, especillay on adkarm had gone through the roof over last week but now collapsed all the back down again. i don't understand at all.
With respect Rusty, since the board have negligible shareholding, what they agree or not makes no odds. It's the price at which shareholders will sell. That price was 50p. In my opinion it's now 30p. Brian will give a positive update but I bet it will be so opaque that no-one blinks an eyelid - pardon the pun
*******s. The price they have to pay is the price that is agreed unless they get to the magic number where they can make it compulsary. They are nowhere near. I dont think the games are anywhere near over. Brian will surprise us with a positive update. Lord Lucan will come riding by on Shergar and pigs will fly.
Rubicon trying to fight back against the share price mauling with a bit of PR. "Rubicon Project Named Best Overall Technology for Programmatic Trading" http://investor.rubiconproject.com/phoenix.zhtml?c=253324&p=irol-newsArticle&ID=2166394
http://techcrunch.com/2016/05/04/the-rise-of-a-new-era-in-the-monetization-of-digital-content/
Results due 17 May. By 22 June, the max price Tosca have to pay for a bid under takeover code is 31p..which on a weighted average basis gets them the whole business for less than 30p/share or 15p ex cash. Given that Griffiths/Tosca and Lynch would my guess be part of a bidding consortium, tosca only need to pay for less than 60pc outstanding ie, ex cash £36m. Most shareholders will sell up at 30p. You only need to see retail selling panic in the run up to results as the mms play games to conclude that 30p is bite my hand off territory. The business is actually worth nearer 60p in my humble opinion.
Not sure what happened here but the post in question was left on a different board - then seemed to have disappeared by the wee small hours, prompting my later response on what seemed to be the same board -but is now back. San Francisco seems a far cry from the DRC!
Interesting article on the back page of the Sunday Telegraph biz section about 'unicorn' valuations. Mike Lynch and SC are the two people interviewed, and blinkx mentioned.
On some boards its like a kids playground. I am reporting you, I am reporting you back, its going up 10 fold because we are having a placing at nearly the share price etc etc. Never seem to have posts removed. I also remember a serial poster, being over the moon to advise that he had reported me. Yet some posts which are perfectly legitimate are removed. The last straw for me with these muppets was when I was suspended from posting for a day ( for nothing ). Used to pay for live prices but thought, if they can be so petty about that, I am not going to pay to be a premium member. Their loss. I actually think the site has gone downhill over the last 2 years. They have brought in "supposed improvements" which clearly havent worked.
Date- and time-stamped screen dump taken of my last one, by the way!
That of last night (it was there several hours later - I checked) asking the perfectly reasonable question of how concerned investors should be about operations based in the DRC and whether anyone had experience of the place?! LSE already has the reputation of being a pathetic joke whose raison d'etre seems to be to serve as a platform for ramping market abusers. Don't make it worse.
No more brutal than what we are already enduring.
An update to today (5-day change in share price according to Yahoo! Finance chart comparison option), including Tremor: +7% YuMe -1% Criteo -10% TremorVideo -26% The Rubicon Project The market can be brutal.
and back up to 11th https://www.quantcast.com/p-59TntzuqummDw
In line with guidance (total spend slightly ahead) but missed the analysts expectations for 1Q, however, reconfirmed full-year guidance. A few extracts from the SeekingAlpha transcript of the call: "To emphasize our conviction in our business we've recently announced a $15 million share repurchase program which we expect to begin when our trading window opens next week." "The real catalyst for growth this year probably into the beginning of next year are programmatic videos, still making programmatic video work on a buying and sell side and scaling that up. We're still super bullish about that and mobile video." "... I’d like to remind everyone of the accounting change that we disclosed last quarter. We determine that revenue from our sales side platform should be booked net of inventory cost, rather than on a gross basis as has been previously reported." This last point may eventually cause blinkx to have to start reporting revenue net of TAC on the sell side, although I don't know if US GAAP and IFRS are different here. Several of blinkx' competitors now refer to things like "total spend", "managed spend", "net revenue", "revenue net of TAC". In any event, it is something to bear in mind when comparing revenue figures between companies. http://investor.tremorvideo.com/press-release/earnings/tremor-video-reports-first-quarter-2016-financial-results http://seekingalpha.com/article/3972078-tremor-videos-trmr-ceo-bill-day-q1-2016-results-earnings-call-transcript
Views on Quantcase continue to dramatially rise - especially on Ad Karma. Something is happening. It has got to be good in some way or other?!
Blinkx has a magic formula. Start from a high position, give no guidance, give no positive statements, and then deliver a loss. Not surprising where the share price is. Agree they need to take a leaf out of these companies books. One of the regulars mentioned earlier about Brian under promising and over delivering. He has certainly achieved the first. Just waiting for the second.
If you look at a 5-day chart on Yahoo! Finance and use the "comparison" option you can see the market's initial verdict on the 3 sets of 1Q ad-tech results in terms of share price performance over the 5 days. +7% YuMe -3% Criteo -20% The Rubicon Project I must say, ahead of the results I wouldn't have picked YuMe as the likely winner out of these 3. But if you start from a lowly position, give guidance, beat it and then raise guidance for the following quarter, you can please the market. Lesson for blinkx? TremorVideo tonight, then RocketFuel and TubeMogul next week.
Surely we can get a tiny fraction of that. ?? That's all we need to get into profitability and build from there.
Look pretty good, although they are still loss making bottom-line. Beat on guidance for both revenues and adjusted EBITDA and turned in positive adjusted EBITDA, apparently the first time they've done this in Q1 which is their slowest quarter. Guiding sequentially higher on revenues and adjusted EBITDA for 2Q. Presentation majors on their move into programmatic - more competition! They have a share buyback going on (started on Feb 18th). Link to Seeking Alpha transcript of webcast below. http://seekingalpha.com/article/3971496-yumes-yume-ceo-jayant-kadambi-q1-2016-results-earnings-call-transcript?part=single http://investors.yume.com/about-us/investor-relations/financial-releases/press-release-details/2016/YuMe-Reports-First-Quarter-2016-Financial-Results/default.aspx
Not a good start. Rubi share price down 20% and Criteo down 5%. Both falls attributed on Yahoo! Finance articles to disappointing 2Q guidance. Both press releases were very positive though, so it's all about what the market expects vs what the company delivers (in terms of guidance, not just actuals), I guess.
The main thing I gather from this, is this is a company that is not "frightened" to advise on forward targets.Blinky bod could well do to look at the way these are prepared and published and start doing the same. Stop hiding behind the smallprint and start being open and upfront. Below is the way to DELIVER. Blinky need to learn from it. Cash Flow and Cash Position Cash flow from operating activities was $19 million (Q1 2015: $41 million). Total cash and cash equivalents were $386 million as of March 31, 2016 (December 31, 2015: $354 million). Business Outlook The following forward-looking statements reflect Criteo's expectations as of May 4, 2016. Second Quarter 2016 Guidance: •We expect Revenue ex-TAC to be between $158 million and $162 million. •We expect Adjusted EBITDA to be between $32 million and $36 million.