The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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This new ratings system from Comscore must be music to Blinkx' ears. The interesting thing given the list of pre-verify companies that Comscore have listed and looking at their spiels you can see one major difference between them and Blinkx. RhythmOne is only part of what Blinkx supplies. To use the car analogy that most people can relate to, these companies are "engines" without all the other things that go to make up a car. RhythmOne with Blinkx is an engine with a chassis and all the other things you need for a complete system i.e. a full ecosystem. That does not mean these other products do not have a place as many agencies would like to build their own "cars" around them but if you want a complete environment, which is the fastest way to market with guaranteed delivery and reliability, then you want a top of the range "off the shelf" product and that, I believe is what Blinkx delivers. Only two-and-a-half weeks until the 17th November when we will know if we are "winning".
It was same yesterday before they had probably the least traded auction in history and it went into reverse. Interestingly see the "a" trades with the same numbers presumably algo trades.
At these low prices, a couple of pence price rise looks super-exciting from % point of view! Very happy to see us going up for a change... and on red day for the FTSE. So much positive sounding news bouncing around at the moment. I simply can't believe Rhythmone not beginning to see improvement now. Patience.... deep breath.
Very insightful.. Especially the Q&A. James comes across well.. exprienced, knowledgeable and on the frontier of the industry changes it seems.. Safe pair of hands?? Certainly gives me more cnfidence than anything BM has presented to date
Lundon, Obviously the more impressions across the network the more opportunities there are to place ads against them. However I don't think that revenue generation can be linked to the performance metrics on Quantcast or Comscore because we don't know the % they have monetised or the split between premium and conventional within the periods. When Blinkx bought Burst it had 130m uniques (so this significant scale spoken of at the AGM isn't anything new - except the addition of AllMedia that added c.25m more uniques) and since we have monetised somewhere between 10-20% of the impressions with between 2.5-6% being premium. If Blinkx were to monetise a larger % of the opportunities or or sell a large % of premium within that 20% it could have a significant impact on the revenue and profibility even if the overall impressions across the network remained unchanged. And for this reason I think the Quantcast figures are as good as useless because without understanding additional metrics and factors it is impossible to draw any meaningful conclusion from the fluctuation of volumes. The opportunities and split between conventional and premium are in all of the earning preso's and Brian noted that we had a deficit of demand where 80% of the time we did not have an ad to show against an impression we saw. All the efforts by management to strengthen our position within the programmatic area (through M&A and R&D) have been with the aim of converting more opportunities (by having more demand liquidity) and selling more premium units within those opportunities. RhythmMax is bringing in some serious demand players into our ball court; the likes of DataXu, MediaMath and Turn etc which should then provide the liquidity we haven't had to convert and place ads against those impressions. Ex, I largely agree with all your sentiments but I don't see your point about demographics, 1R reaches over 60% of the US with controlled and O&O supply. Firstly 1R focus is on the larger brand advertisers and agencies that have large integrated budgets and where you're talking about companies such as McDonalds, Unilever, Nike etc I don't think ethnicity, a diploma or large bank balance is all that relevant. However where very granular targeting is required by a company or their campaign you have to consider that by starting off which 130m uniquies that even once you have whittled down to white, 25-50 year old males earning $50-100k with a college education you actually still have a significant enough footprint to run an ad against for BMW etc... if Burst had 25m uniques I would get where your coming from. And further on the point of target audience from the Influencer report - some of the featured companies and target audience Gap - Millennials Lego - Moms of children aged 1 to 4 Target - Millennials and Millennial-aged parents Paul Mitchell - Women aged 18 to 44 Payless ShoeSource - Budget-conscious moms and fashionistas Canon - Millen
Pretty good I thought. 1R certainly seem to know their stuff. But can they attract the business? One thing that scared me was the question about google saying that they are only going to charge for 100% viewable ads from now on. James said that he thought that the price hike that would be required for that to work would make it not possible. But I do fear google and Facebook. Is there any room for anyone else?
Forging a path to premium programmatic - RhythmOne and Digiday 10-28-15 https://vimeo.com/143904442
Look at the bottom of the page where they list previous articles. Then look at the companies featured and the headings for the articles - says it all really. Blow with the wind to suit their own book.
These guys are full of BS. One day it is a buy, next a hold then a sell. They will say anything to just be able to push an article out. Remember all they want to do is sell you some advice or product or some advertising. They know NOTHING. And I mean NOTHING. IMO. Read at your own risk....!!! https://www.fool.co.uk/investing/2015/10/29/why-id-steer-clear-of-tech-terrors-monitise-plc-quindell-plc-blinkx-plc/
Searching at Quantcast, I cannot find any data for RhythmOne so I assume R1 is still being reported as Burst Media. I notice that ads are still being served from the "Burstnet.com" domain so perhaps this has something to do with it.
I have to admit I am beginning to lose faith. Except for the fact that R1 does seem much more professional and actually seems to work. Does it work in the fact that it actually makes money. Tosca and RG are the interesting things but are they an attempt to take out small players so they can then manipulate share price easier for their personal gain. Am sceptical about this as I DO NOT KNOW. We do have the cash in hand but if it is not working no doubt Brian will spend more of this on useless add ons. But, lets assume some positivity and assume that Brian is very astute has underpaid for all the add ons and bought a super duper advertising machine that will take the world by storm. I hope so. But it is only hope and I do not profess to have anywhere near the "supposed" knowledge of some of the posaters on here and iii. I just hope so. November is very, very important as if they can just say that actually we are now profitable and this is increasing we will start on the recovery route. No bloody imaginary inflection points. Real cash profit. Thats what is needed.
Im quarter gypsie but cant read tea leaves.. Anyone else out there?? Fingers crossed for Nov Rusty.. We deserve a long, hard earned break with this one.. I personally think at this stage, even with tosca ramping up, I will only give them another six or so months to show numbers improving otherwise Ill cut losses after what will be two gruelling years.. The well of excuses for BM will have run dry by mid next year latest, I figure.. So no lift by then and it looks like a dead set dud this one. Not long to go now to see if all the restructuring and product development will pay off
Any gypsies out there who can read tea leaves ???
BigBear on iii has sa different take on the quantcast/comscore numbers for what it's worth.. I dont agree that they are a total red herring, as we need strong numbers to have a shot at monetising the impresssions.. So there is definitely some correlation to revenues,, question no one knows outside blinx is how much.. Anyway, for what it's worth.. (Im still nervous for Nov 17 outlook.. Only tosca or other buying will ease my concerns til then) http://www.iii.co.uk/investment/detail/?display=discussion&code=cotn%3ABLNX.L&it=le&action=detail&id=11785482
QPP007 I think you should sell. Sure Tosca will be a willing buyer. On a serious note, as chigs says a lot would love an average of 38p. I certainly would. But funnily enough, I am not topping up at these levels. !!
Qpp007 Relatively speaking an average of 38p per share is pretty good around here, as a lot of posters have much higher averages! As to whether you should cut your losses and run , well, I wouldn’t want to comment on that. There are a few POTENTIAL scenarios that could playout here (IMHO). A) A low ball take over within the next 6 months: at anything between 40-60P range B) Tosca playing Blinkx for the medium term (12 to 18month): In which case I would guess that their exit target will be somewhere between 60p- £1 C) Tosca playing for Longer term build-up of Blinkx (24months and beyond): Then I would imagine they will be keen to restore the SP to somewhere closer to £2 range. The Last 2 scenarios of course take in to account that our sales and profitability progressively improves. But my personal feeling is that anyone buying Blinkx now is looking at a worst scenario of 40-45p if Tosca go for a dirty steal via a takeover. All speculation but this is how I am seeing things at the moment.
Hey Shroder, Yes indeed "what has changed in 24 hours?" Perfectly fair question! Hopefully nothing but emotions are making me irrational and irritable and impatient. It is incredibly frustrating to hear other players in the space seemingly reaping rewards from the growth in the industry whilst not hearing much positive from our management. It feels like everything is in place and I am definitely LONG and hopeful... but it would be nice to see some tangible improvement in business and a rising share price sometime soon. PATIENCE. DEEP BREATH. Thanks for the "pull up".
Hello Most of the long termer here would give their right arm for an average of 38p. I know I would LOVE that avg. In any case, IMO - at that avg price I would be waiting for a profit. Gl whatever you decide
I have an average of approx 38p, do u guys think this will hit 40p anytime soon, invested 15k about a year ago, just deciding weather or not to take a loss and run
"beginning.."?? I think a lot of us are closer to the end than the beginning;-)
This is great for Rubi. But very frustrating for Blinkx investors. Rubi seems to be a clone of Blinkx in many ways and yet seems to be seeing very rapid growth in t/o whilst we are decreasing. t/o 2015 for them is >$250M and forecast for 2016 is pushing on $350M. Why are they beating us? Who the heck are they? Why can't Blinkx start ramping up its sales? Beginning to get very frustrated...
Interestingly,. Adkarma demographics look pretty good, if not the overall numbers,. For R1 read Burstmedia,. For PI's read mushrooms,.
So do you have any idea how we are doing overall including R1? Surely R1 is now the main point of interest? Are you sure Burstmedia is not R1 but the name has not been changed by Quantcast? So confused... Why is our share price down today when rest of market is up?
It only refers to Burst Media not R1