Member Info for QBArtist

Sharep price was doing alright this morning until this post.....

BLINKX is a US Dollar asset quoted in sterling. Renowned CNBC guest host today reckons us dollar will strengthen about 15% against asian currencies. If sterling continues to weaken against the dollar we have positive currency impact for our Blinkx shareholding. Any opinions?

Really, what can Yahoo offer that Blinkx can't, and they can have it for much less...

I'm thinking of cutting my losses and reinvesting elsewhere to recover losses. Dunno where to put the money because we seem to be in a bear market. Anyone with any ideas?

Is now 1.49, meaning that the $82m cash is worth £55m or nearly 60% of market cap.

Dollar goes from strength to strength and has broken below 1.50 to the £. This has got to be good for our company which is listed in GBP. Is this why Tosca is intereste?

I saw the 500k buy at about 23.5p. The only assets at Blinkx are know-how by the people working there. If Tosca is going to bid, it has to be with management discussion and there needs to be tie-in clauses and more stock options for the key staff with the know-how. Begs the question why an asset manager would want to buy the company outright. They must either be extremely confident about future performance, or investing £30m for a £2.5bn asset manager is chicken feed, and so worth having a go at a long-shot...punt...etc....

This thing is so unpredictable I too scared to top up, but wouldn't be surprised is it goes above 24p today.

Not quite "even after" because we didn't get disclosure until after the market close....

In December, the headline will be fed up with the interest rates. Fed up is also how I feel about my investment in Blinks. Only this board and the iii board are speculating on bid activity. If there is a bid on this company before Christmas I will eat my hat.

RG sold 12m, Tosca bought 4m. Who has got the other 8m? Also Tosca bought on 19th, but why wait til the day RG announces his sale to give the notice.... Also if Tosca did not buy RGs 12m sale, who has got it...?

1. First, these guys really need to go on some "speak normal understandable English" course. 2. It's all about the execution now. 3. They're hoping to capture some of the election ad spend next year. Let's hope these guys can execute...

nav now about £110m, so at 25p it's just a little below the new book value. But in the end we do need some kind of ROE for this thing to go up. Looks like it's gonna be another sad day.....:-(

Thanks for the tip. Spread is very high Buy 3p; sell 2.25p. Nice idea but doesn't seem to work for me. Thanks and good luck.

a penny more than £2m under the old system you would pay 7%. So the standard article seems more like headline grabbing rather than useful analysis for us investors. I wouldn't rely on that. if the price were £2,000,001, the tax would have been £140,000, against the new £153,750, so ES is headline grabbing really. The new system introduced by George will be seen as much fairer, IMO.

Its not big, and not much to write home about, but from my calculations there seems to be a slight tax cut on property purchase values up to £2m, plus progressive nature of the tax will IMO help with liquidity in the property market. So I'm taking a long term view, and putting some money in here especially as the share price has come down a lot. Probably earnings won't be hot this quarter, but property market tends to have a seasonal up turn in the new year approaching spring, with year end bonuses etc. GLA.

A huge success, original offering of £400m was upped to £450m on high demand. The bonds are due for maturity in 2019, conversion premium of 38% or 352p, coupon 1.25%. Now...errrrm....did the bond investors really get in for an annual coupon of 1.25%?

The board notes the positive comments in respect of XSense™ made by Atmel Corporation ("Atmel") executives during the Analysts Earnings call that accompanied Atmel's Q2 results on 6 August 2014. Extracts from the transcript of the Earnings Call are reported below: "Our XSense revenue grew significantly on both a sequential and year-over-year basis. XSense technology was selected by EDN China as a "Top 10 Most Influential Technologies for the Future" at an award ceremony at the end of June in Shanghai. The prestigious EDN China Innovation Awards are handed out annually. Customer interest for our XSense products remains high and we continue to win new designs." Sales of coated film by our Conductive Inkjet Technology division are tracking expectations in the current financial year. Carclo will be issuing its Interim Management Statement during the week commencing 11 August 2014.

Here is the transcript: "Our XSense revenue grew significantly on both the sequential and year-over-year basis. XSense technology was selected by EDN China as a top 10 most influential technologies for the future an award ceremony at the end of June in Shanghai. The prestigious EDN China innovation awards are handed out annually. Customer interest for our XSense products remain high, and we continue to win new designs."

Commentary on Xsense was brief, but it was positive. Revenues are growing. That's all I managed to catch.