Member Info for Eddie21

Shroder- lol, Yes ...Southern Comfort... or in my case something a lot stronger needed to numb the SP pain.. like 75% proof Russian VodKa. However, hope to down scale to table wine after the JAN update and hopefully move to non-alcoholic beverages thereafter !!

Hi also see below a post from Dallo on iii to help us remmember some of the positives so far Looking at the depressed share price I have sought some comfort from reading the Business Highlights announced in the recent Interim Statement. ---Forged key partnerships with Tier 1 demand partners including DataXu, MediaMath and the Trade Desk ---Extended advertising relationships with Kelloggs, Nature Valley, Warner Brothers, Google , Nestle, Marriott , Ralph Lauren and Lufthansa. ---Added major Tier 1 supply partners that include AOL, Nexage and OpenX ---Signed 284 ( yes 284) direct publisher partners including Monster, Federated Media, Rodale, Merriam-Webster and Meredith Corp ---Enhanced brand safety and consumer protection through technology integrations with leading traffic quality partners Ad Science, DoubleVerity and Moat and ad quality partners The Media Trust and RiskIQ Maybe the above will ease the general depression regarding the share price Keep the faith, brothers and sisters!!

Well, I guess the other side of the coin and a blessing is that the rest of the ii s are not excatly selling either! So it must be the PIs who are selling and Tosca is hoovering them up nicely!

A valid point!. Why the BOD or any other institution are NOT buying shares specially at these low prices? With basic visible facts at the moment I have considered that the worst scenario regarding the SP (With exception of Blinkx going BUST in the short term, which I doubts) is a lowball takeover offer from Tosca. Even here I can’t imagine the offer being lower than 40p. So the Odds must look pretty reasonable for purchasing shares at say 22p now and at the worst case selling at 40P (over 80% increase). Is the Market so out of tune that only Tosca and a handful of PIs are currently buying? Or is there more to this than meets the eye!?

Rusty- The way I see it, there is a direct correlation between each person’s average SP and the level of risk/confidence FELT by that individual against each eventuality that Blinkx may face going forward and plenty of emotion along the way. Regarding the Ride- Just make sure you bring your Oxygen Mask with you on the ride as the air may become quite thin as we climb-LOL

Thanks for the response and feedback.

Indeed Rusty, I hear you! Whatever those SP averages maybe (amongst the other ii investors and other significant independent holders) its hard to see a lowball take over NOT meeting a significant resistance across the board. Averaging down /toping up at any stage is a ‘personal choice’ as it encompasses so many elements and variables specific to that individual, so I respect you decision on that! This share has certainly been sliding badly in recent times as you mention, with a lot of concern and stress for investors along the way (myself included). However, the next question NOW is… will it rise significantly for a 3rd time and if so by how much? E.g. Still A ROLLER COASTER RIDE BUT WITH MUCH LONGER TIMETLINES between the Peaks and Lowes !! I for one remain optimistic given what I have seen recently. Will NOT be selling and am still buying moderately on dips- Don’t think we have much longer to wait now to find out. GLA

Let’s also NOT forget the structure of the share holdings outside of the Tosca and RG holdings. I haven’t looked at the figures but would guess that the Average SP for the remaining iis holdings and other “organized “independent shareholder groupings fronted by the fund managers is higher than 30p. This coupled with the fact that the company now is in much better shape than it was say 6 months ago in terms of market re-positioning itself then I imagine there will be a significant portion of the holders that would resist selling at a loss now. Anyone has any knowledge as to what those average SP holdings are likely to be?

Has anyone have a view of where else Tosca have been buying lately (last 4-5 moths)?

I don’t think the BOD have shattered anyone’s expectations as the fundamentals are pretty much in-line with the Octobers numbers. We can interpret & spin the latest RNS figures in a positive or negative way BUT the bottom line here is whether you are A BELIVER in Blinkx and what they are doing OR NOT! We will learn the FULL FACTS (that matter and are proven) within the next 12 months or so. Until then, we are all ‘spinning’ according to whether we belong to the Believer OR the Unbeliever camps !!

LOL- I hope so too guys! lets face it, IF the Tosca RG gang indeed prove to have got this one wrong we are ALL well and truly Mated ! BUT somehow I just dont think so!(IMHO)

Spot on !Shroder! Either Tosca, RG and other big holders are bigger fools than we give them credit for OR they have indeed spotted THE GAP between THE REAL value and the current market valuation of Blinkx., Let’s face it, that’s why they are in business for and that’s how they have repeatedly accumulated millions of pounds in profit . Llaws of probability based on proven track record and past performance tells me that they are NO FOOLS!!

Was just curious to see how many Posters here are currently still averaging down on the dips where they can? The flip side of the current situation e.g. SP being manipulated and held back is that it does provide the opportunity for us Pis to play Tosca/ MM own game and take advantage of lower SP and average down whilst we can. Of course NOT everyone can or wants to average down . I guess the main prerequisite would be that you are a BELIVER in Blinkx's future AND still have a few quid to gamble with!?

Re-post from iiiBB-Thanks to Dallo "Tosca, Richard Griffiths,Hargreaves Lansdown and Michael Lynch now have nearly 49% of the total shares between them. Barclays, TD Direct, River and Mercantile and Halifax ( albeit containing private client nominee accounts) have a further 21% combined. This was the situation as at the 14th October ( adjusted for Tosca's add-on today). Since my last shareholders post of 2 months ago none of the above shareholders have reduced their holdings ( some including Tosca have increased slightly). So selling has come from the floating 30% comprised of small holdings which surely must be drying up soon. So given the tight shareholding structure any positive development will drive the share price higher and very quickly at that imho "

The 9.5 % rise will tame in comparison to how quickly the SP will rise on the back of slightest sign of improved sales/profitability. However, the same will apply in reverse if despite of all the latest technology and new Partnership developments we still get a negative update!! I remain a believer that we are/have turned the corner and the worst is behind us. Good luck all

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.

OMG- had I known that my original post heading: “Good Posts on iii “ would have triggered so much activity, and ACTION on BOTH the LSE & iii then I would have done it a long time ago !!! LOL Didn’t realise there was so much ‘history’ from way-back-when between some of the posters residing and posting on either side! I did learn a while ago to take the extreme views (on both side) with a pinch of salt and a dash of pepper for good measure!! As they say ‘reality’ always lays somewhere in the middle!!! Good Luck all

Yes, like LSE BB there are some good and seemingly knowledgeable posters on iii BB that I for one have learned from. Other Forums such as ADVFN seems to have much greater proportion of Posters that just like to score childish points against each other rather than post something of value and potential interest. So pay your money and take your choice

I was going to Rusty, but the posts were so LARGE and quiet a few of them that I thought easier for us to see them on iii I know what you mean about the Desert island! Not sure if you have access to the site but incase not here is the link http://www.iii.co.uk/investment/detail?display=discussion;code=cotn:BLNX.L If for what ever reason you cant get to it then do let me know.

For those of you that have not been checking the iii BB in the last couple of days, there has been some good factual posts (starting with Big Bear post part 2, posted Monday 20.27). PLUS some good counter posts to balance things out.