Member Info for Lundon79

Nor in revenue, or profits :-\

Less than a million uniques yesterday.. :-/ First time on the "all" data chart from what I could tell.. Not sure it's the first time we were really looking for. Where's santa for blinky shareholders.. Coal in the stocking so far https://www.quantcast.com/p-59TntzuqummDw

So our losses will increase.. thanks for that reminder ;-]

Nothing to see here unil Jan.. When we nervously wait to see if there will be yet another profit warning, or dare I say it, confirmation of what was hinted at, a return to profitability :-\ hoping BM's "onwards and upwards" is not another infection point, but a hint of a real turnaround this time

Franci, I can only assume this was intended to be humorous.. "given a little support from share holders .." what sh/holders have been dragged through is worthy of an award - were one handed out for tolerating financial pain

Unrelenting drop, reeks of short selling

Quite amusing post by eagle51 on iii board mocking sobiet i presume

Tosca topping up doesnt make up for our 2nd largest investor scaling down in my view.. Quite disappointing. Some valeant attempts to see positives, but at the end if the day, if an investor bought 4% of our float and sp was up 20% would we be doing the opposite and looking for the conspiracy as to why sp would now go down.. I dont think so.. We need a stronger ii investor base.. Tosca alone clearly wont get the job done.. Driving up the sp or reining in BM! In saying that, im more optimistic about profits already being in place, they have now monthly reporting across the platforms so 100% you can sure Bm and team know precisely the month we cross into the black.. Reading between the lines and his emphasis on 30m cost savings is a strong hint.. Roll on Jan update.. We may finally see profit.. Otherwise another profit warning will send us to 13p cash I dare say

Shroder, that's vey significant.. Not sure if others missed that like I did inititally, but your being informed by blinkx that Tosca and RG both spend material time at their offices doing DD provides a lot of comfort. Presumably they were either not made "insiders" prior to buying in, or they were given a lot of vital inside info before investing, butdidnt then trade on that inside knowledge until a period of time lapsed, we'd usualky suggest 3 months, or announcements made them no longer in posession of inside only information.. Either way, it is not common for iis to be given such access to a company.. A few meetings here or there sure, especially with house broker guiding the process but to be in effect given access over full days is more what you'd expect when courting a cornerstone investor for a capital raise or in friendly m&a.. Very intersting shroder.. Let's hope Tosca have a goal here beyond buy and hold up to 26% of thestock.. Feels like there is more activity on the horizon.. Hopefully soon

HT, either the Quantcast numbers are indeed a very good indicator of performance (let's not rorget Bm directed us there) and track quite accurately our monetising opportunity, which would make sense given the strength in impressions seen around time dataxu was integrated.. (And which then subsequently collapsed).. Or alternatively it means nothing and it's a redherring.. Pretty binary Id say.. My hunch is it's closer to former than the latter, and I am nervous, very nervous, and think it unlikely we'll see a +ve update but will gladly eat my words if we do, and we can all enjoy a surge in sp.. Long overdue!

we have had a number of posters pop up over last two years hyping up positive indicators and then ignoring the inconvenient negatives.. So I am just worn down by any reasoning that seems to head along those lines.. But absolutely, I as Im sure all do on here, appreciate informative posts like yours appears to be.. So I gather from what you have said that you have been in contact with the company and they suggested the tagging is still being completed..? Is that fair comment? Would be interesting to understand what proportion is not yet caught in the quantcast numbers.. This is actually pretty significant for determining our potential revenue.. BM always refers to our opportunity and how we seize only a small %. So if that opprtunity is higher than we are being shown by qc then great.. Any scoop?

Just to manage your expectations, it is unaudited six month financials, not full year audited that get published next week

https://www.quantcast.com/p-59TntzuqummDw/traffic/mobileweb Less than 8% of uniques now mobile.. Hate to say it but Burst just looks like a failed strategy.. I know this is not a perfect indicator of revenues, and there is confusion around what now constitutes 1R, presumably burst plus adkarma.. Even with adkarma added into the mix, it doesnt look good does it.. Im intrigued by how Tosca see things playing out here... To hold over a quarter of the company stock and have no board representation, strange, and surely cant persist much longer

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

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

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

"beginning.."?? I think a lot of us are closer to the end than the beginning;-)

BM directed us here to monitor our performance... Looking sick again afte a decent rise around dataxu announcement.. Disappointing. Granted, this doesnt tell us what we are monitising.. But we cant monitise impressions we dont get.. Feeling underwhelmed, again.. It seems to never end, the disappointment being a blinky shareholder.. https://www.quantcast.com/p-59TntzuqummDw#/trafficCard Unfortunately comscore Sept rankings confirm the 1R drop off for US also.. Give us strength!

There's a good reason (or two) most managed funds avoid aim stocks :-)

Donald's departure was a worrying development.. Shook my optimism at the time, and I still wonder if his departure was a flag that i should have paid more attention to.. Impossible one to assess thio really, as we know zero around the circumstances of his exit