Member Info for blueday1

Having recently caught up with all the latest news - I think it is very good news for all shareholders. Under the Tap brand I think this company can gather even more momentum and market share. I feel much more confident with my investment. I think this deal has probable been in the making for a lot longer than we can all imagine - it makes a huge amount of sense.

We all knew it was on the cards - but I think it marks the start of a new chapter. We hear some pretty negative stuff on this board about the company and justifiably so on many points - I still believe it has potential. I do think it will take still some time before the markets start to believe in this company again - my take on it for what it is worth is that they are going in the right direction. For all the negatives we hear about Brian he has surrounded himself in the last 12 months or so with some competent people which I believe will be able to execute. Only time will tell, still a long journey. GLA.

It's way too early to judge whether the upwards direction will continue and it wouldn't surprise me if the SP was down 4% or more tomorrow. There reality is that it is all about whether the company can continue to contain costs and generate profit and sustain it in the long-run - the share price will eventually follow. For long term holders there is some hope though!

having read the latest report, it looks like Brian and his team have been conducting major restructuring of the company. I feel more confident that they have their cost base under control. This year is going to be critical for Brian and his team to deliver a return to profitability. If they fail I can't see how the CEO can continue in post with the support of the share holders?

Rusty it sure is time to deliver! This year blinkx must deliver profits - I think it is already obvious shareholders have become disillusioned. If they can do this and build sustainable profits - putting the dismal share price to one side I will be happy. I do believe the share price will trend upwards once the markets are convinced that they can deliver profits. We'll have to wait until next May 17 - In the meantime I am expecting the share price to keep very low unless there is a takeover event. I do believe Tosca will have been applying pressure to the board for the greater good of the business? only time will tell. Have a great weekend all!

sounds familiar................http://seekingalpha.com/pr/16455736-viex-files-definitive-proxy-material-mails-letter-stockholders-yume-inc

apologies all - I meant April 16 not April 17! My point is that I don't think there will be any great announcements in May on H1 performance outshining previous quarters! I am expecting more of the same old ................!

Scorpion, I am not convinced that in May, blinkx will be able to deliver any visibility on how they will perform April 16-Sept 16 (their H1 performance you refer to?) as they will only have one month's figures to look at April 17? If I am reading your post correctly?

Scorpion, it all sounds quite sensible what you are saying. The problem has been that Blinkx's financial performance has been weak over the last few years - this has been the real problem. There are many companies out there that don't have great products but still produce decent enough profits. I don't know if blinkx actually has a good product or whether it can deliver decent profits. I hope for everyone's sake we see something tangible soon and we get the share price recovery that everyone has been waiting for. We all live in hope - which is not a great investing strategy I am afraid - unfortunately it's all we have been left with!

I agree with many of the posters on here. I think it is about time the board listens to its shareholders and commence a share buyback programme - £10-15m over the next 12 months would still enable them to retain much of their cash pile - I believe it would send out a positive message to the market and its share holders. They've had long enough to turn this ship around and something drastic needs to occur to help to drive the share price back up.

I do believe that Blinkx should use some of it's cash pile to buy back some of its own shares. I see that Yume (the adtech company that has been reported in the press maybe in discussions with Blinkx to merge) - have agreed to buy back $10 million worth of shares. I think this would show investors and the market that Blinkx is confident in itself and it's future. It would also help us on the road to recovering our share price. My suspicions are that there are discussions going on in the background which us small shareholders won't have any clue about until there is an announcement to the market. All speculation at the moment. Interestingly the other company InternetQ that as many of us know is currently in a bid situation (with Tosca as one of it's major shareholders) interestingly has no presence in North America - may Tosca be planning to ultimately merge InternetQ, Blinkx and Yume? The combines revenues of these entities would be at least $500 million - which would create a significant player in the adtech industry. All speculation of course!

Boyzee you may have a point with respect to Blinkx being a tad late in revamping their platform - but I don't think it is a fatal blow as it was with Nokia when apple launched their smart phone. The next set of figures should give us a clearer picture as to how blinkx is performing - my take on it is that it can't get any worse that it has been in the last couple of years! I also believe with Tosca's position in Blinkx - they obviously believe the company has a future. It is a real shame the share price has sunk to such lows - in my opinion grossly overdone and it is going to take a good while for investor confidence to return - if the figures stack up - the confidence will eventually return. I am afraid it is going to be a waiting game for all.

Andante - agreed at these levels it would be pretty horrendous (you may have a better way of putting it - but I think we all get the gist) - cheers!

Good to see this deal has nearly completed - whether this will pave the way for a move on blinkx is anyone's guess. There are good arguments in favour of taking blinkx into private equity ownership - giving a company more freedom to drive its core business forward and adapt swiftly to changes without the constant concerns of how the market will react (which blinkx has had its fair share). I think there are many options open to blinkx. I would like to see how they have executed in H2 before any potential deals are put on the table - given the hype around 1R - and the write-downs pensioner mentions - I am expecting positive news on the financials in May - this will strengthen the value of our shareholdings. It would be disappointing if Tosca and co went in at this stage and secured the asset at the current market cap value.

Horse, they've had the 250 mill ads per day slogan on that website for some time, so I don't know how much we can really read into this - I think it is probably marketing blurb. Wouterious, I agree with you on your points about the positives for Blinkx, I disagree with you on the points re blinkx merging with another company and the greater value this will bring to shareholders. I am not convinced in the future of Blinkx remaining as a single niche player - we have had little evidence that Blinkx is really growing at the same pace that we hear the market is growing - this really concerns me. The problem is there is too much competition - if Blinkx can combine with the right partner it will have a stronger chance of succeeding in this tough market. I believe this is the only way forward for Blinkx.

Hi All, I do believe that Blinkx will not be around as we know it today in the next 12 months. I believe it will be part of a bigger entity that has a better chance of survival and delivering shareholder returns. For much of the misery this share has cast upon its shareholders I hope that a deal is brokered quickly, I am guessing they may wait until after the H2 results are out of the way. Good Luck All!

Looks encouraging our continuing advance on the quantcast rankings. Sooner or later surely this has got to convert into profitable revenue? and a rerating of the share price - it does feel like the share price has been in the doldrums for too long. On the merger news - no news feels like good news - I think the markets would react positively if blinkx decides to merge with another entity - all speculation at the moment. Fingers crossed something will happen to get the share going in the right direction. Good Luck all!

As always this share seems to present so many uncertainties. Does anyone have any views on how a potential tie up with YuMe would impact? Looking at some of the pundits notes on the potential merger I can see how a larger Blinkx/YuMe entity would be able to potentially reduce costs and deliver more profits - which in the long run shareholders would benefit in terms of increase in share price (we hope). Any views on this would be helpful.

It is good news that Tosca have stepped in again and increased their holding. I do believe we are going to see them continue along this path until they can secure (potentially with other partners) a majority stake (I maybe completely off the mark, my gut feeling). We would then expect to find out in due course what their intentions are. The key now for Blinkx is returning to profitability and demonstrating they are not burning their cash pile - which we should find out soon enough. Overall I have been slightly more impressed with the actions of senior management over the past few months, although this has not fully translated yet into the share price, I believe it will begin to do so when we see the positive signs of recovery taking place. Clearly the market is still to nervous to re-rate this share and Blinkx have still got a lot to prove. I do believe that Blinkx have a better control on their cost base than compared to some of their peers quoted in the US, so for this reason have a better chance of a speedier recovery.