Member Info for Eddie21

Scalability across platforms is a main fundamental in our sector now. IF what Blinkx have said in terms of our processing power, scalability coupled with our partnerships on the demand and supply side are correct then we can CLIMB & CLIMB. Best of all, we can deliver the service with a great deal of Brand safety and reassurance to advertisers that their ad $s are not wasted through fraudulent demand. Once this is verified through our next quarterly update, then hang on to your pants as the SP will rocket. (well that’s the theory anyway)!

http://moneyweek.com/investments/aim-shares/risers-fallers/

Spot on Shlepper- Around 20% increase is certainly nothing to sneeze at, Momentum is now Key in my opinion. Anything positive however tactical in the short term that will build on todays 1st STEP will be very timely . E.g. a significant institutional buy, A Directors buy… some general positive market News, etc.. etc… More importantly for me is to see a slow but sustainable translation of the recent consolidations, and technical improvements to steadily rising profits. We are in a very fast changing and expanding sector, and now entering the busiest period of the FY. IF we have indeed turned the corner and have finally “inflected “ the future WILL be more than Orange, it will be Bright Red!

Yes indeed Schlepper, a small step. but as they say "Great Journeys start with a small step' (or words to that effect)! I have said this before, IF what the BOD have been saying in terms of NEW BLINKX CAPABILITIES and USPs are only half true , then you can expect bigger and better things to come from Blinky. ThenNext set of results will be very crucial as to whether we have been able to sustain this turn around and have actually created some long awaited profit!

The market is slowly but surely digesting the unexpected turn around at Blinkx! well 'unexpected 'is a reletive term ! This could double in 3 months from now specially with a half decent Q4 trading figures Copngratulations to the BOD ( we have to give credit where its due). We needed this. Still a long way to go but well done to all who have stuck this out and may gods turn your fortunes in to Gold!

Too late Sargee- My gambler side has had the better of me again recently and I have secretly been topping up /averaging down without the wife’s knowledge LOL.

Thank you SP180 for the clarification.

YES, the commitment for quaterly updates was very clear, so I doubt that the Bord will miss the January update as they will be fully aware of the consequences on the SP, and their own credibility!

So far no institution has sold! And it’s the institutions that at the end of the day call the shots regarding the SP! So that’s kinda good news for now I guess. The tone and substance of the next update will be so crucial. I don’t personally think we have much further to fall as far as SP is concerned (unless we get another profit warning). If the Adtech industry is indeed growing the way its reported, then the big majority of half decent providers in this space who are operating anywhere near efficient should make SOME money in the year ahead. If Blinky with the recent consolidations and cost cuttings (that should already be kinking in) doesn’t manage to at least break even over the next 6 months then they need shooting! I remain positive for the medium term and think the Risk/Reward ratio of this share is now swinging further back to being a good calculated risk.

So quiet..!!! Seems like everyone is holding his/her breath for the up-coming quarterly update!

Ahhh.. good to see some signs of life out there (however, tentative). Was beginning to think everyone had committed “Harakiri” and I was the only one left ! Phew !!!

Is everyone in a coma still!?

Yes, I didn’t think of a “Garage Sale” (You may well be right). Also, If as they say usually the second 6 months figures are always better than the 1st, then we may be already be on the way to generating some embryonic profit from increased Sales by the end of the current FY.

Thanks Dallo, So minus any ”Black Rabbits” being pulled out of the hat at the next Update in JAN and things being equal , in comparison to last FY we could potentially be looking at at least $3.5m quarterly profit starting to kick-in, just from cost savings alone?

For those who are good with numbers and have even better memories here: Does anyone have an educated guess as to what the recently announced cost cuttings in Blinkx e.g. loosing over100 stuff, closing offices etc. and other rationalisations translate in US Dollars saved over a 1year period? Don’t suppose there was ever any projected/forecasted figures published anywhere on this! Or was there?

Thank you 1GW Very informative,

Thanks Shroder, Like you I havnt tracked them either, so not sure as to how this (Sept Dec holdings) compares with say the begining of the Summer period

One positive is that none of the Institutional Investors have been selling for quite some time! infact one has been actively BUYING. The only people selling now seem to be small investors (can’t imagine larger PIs with deeper pockets buying and selling shares in hundreds or even low thousands!) Here is your starter for 10: Some possible reasons for PIs selling NOW (not in any particular order)? - Some are getting cold feet and are panicking due to personal perceptions of the Market and the fear of Blinkx going bust - General mood of a falling Stock Market and lack of confidence in stocks in general - Ad tech being a fast evolving and complex industry, hence fear of unknown about exactly what and how Blinkx does things and more importantly, how this compares to our competitors - Nearing Xmas and people genuinely in need of cash Some of the above naturally overlap and I also must have missed a few! Please feel free to contribute

Hi Joy, LOL….No offence taken what so ever, the least of all from you..(always enjoy your light hearted comments here but do wish you went out more often these days or have you lost the power?) I fully understand your frustration and I do include myself in that, BTW- what Wisdom…NOT from me !!! only that I am a born optimist so the dream goes on. On second thoughts have you tried PINKFLOYD? has an amazing effect with 2 bottles of wine inside you… or so it did all those years ago at Uni!!!

IMO the SP will now, be more than ever, sensitive and reactive to smallest change in Blinkx’s Financial Results. So expect wild swings in the SP, depending on which way the next set of results go.. AIM always has been and will always be a gamble … What the BOD did or didn’t do or what the assistant professor said or didn’t say is now history. It is now a race against time and it will all come down to whether the measures Blinkx have recently taken e.g. consolidation/Integrations/ efficiency drives etc. etc are going to be enough AND IN_TIME. If these measures are implemented properly and are half as good as they say they are then we are likely to see the SP fly once more. IF however we have indeed missed the boat completely and can’t even survive in one of the fastest growing markets in the Ads industry, then we WILL of course say goodbye to our money. I personally am no longer worried too much about the SP in the short term, going forward, I like the odds (even now), have placed my bets and we will see what happens. So fellow investors, fasten your seatbelts, put your headphones on (preferably playing Jazz, 70s disco or swing) and try and chill out little… Good luck all