Mr Ash, who is taking it private?Could it be private equity between 50-80p or a dreaded delist from AIM by the BLINKX board of directors itself for a touch over 50p....?They wouldn't, would they.?Surely not if the results are great. If your going down that road of thinking Lance then they will probably not reveal Q1 results and call an extraordinary AGM to table their ordinary offer.That would be rather risquÃ© for them but then again this is BLNX.Can't see Tosca or RG happy about a reverse takeover, it could get messier than beggorahs shit stained sheets.Ah well, all's well. Ho hum.
I think a clever individual should take the 7 million shares given to him after all, he's earnt them through blood, sweat and tears over the last 16months.Only another 72.5% rise to go until he hits his target for remuneration.There can not be a deal on the table involving a takeover or offer as Brian would not be allowed his shares...would he?I mean ML, SC and BM are all heads of private equity funds as well as involved with BLNX so I'm sure that they would not partake in any insider dealings or disclosures that would be of detriment to them and the company they work for.If the 23% increase is fiction RG and Tosca may play?
Barky ... I think you'd look good in a Fez, and there's a vacancy for a national joker now that Tommy Cooper has died. So who is the takeover company? I hope you know your reputation is on the line with this one.
Afternoon all, short squeeze or a takeover. Something is happening behinds the scenes.
JonC ... even if you are 100% correct on the end result, that is several years away as they can survive a long time with that cash pile. And a lot can happen in that time period - takeover, a business unit that picks up, regime change ... etc. If Blinkx was heavily in debt I'd be more in agreement.
Loaf, we have to hope for a more upbeat pre AGM statement in early July, otherwise as you say we could be picked off like low lying fruit
and any takeover premium might well be reduced because of the autonomy connections and the Edelman affair, well they wont help us anyway
on the other hand because the market is anticipating stagnation, that the company will flatline at best, a return to expectations of say 15% growth would galvanise the SP
Though the BOD and Mgmt Team have given us no reason to expect this, either by company performance, guidance statements or showing their belief and commitment by buying shares
I would think that they would be able to deliver more cost cuts this year and get the loss down and generate positive cash flow but we still need more revenue coming in for bottom line profit, imo, as 1gw has ably demonstrated.
To me all these large buys feel pre corporate takeover rather than mere fund managers buying.
Just a thought.
Gowlane - luckily, Big Time Charlie, Digitalis, pops in from time to time to offer reassurance! The end game may well be a takeover. However, in the meantime I'd would not be surprised to see this one leg up again on a stable trading statement ... with the cash in the bank they can stay in the game for a very long time. It will be interesting to watch this one from the sidelines.
Ad tech company Rocket Fuel rejects $350 million takeover bid from Gurbaksh Chahal's Gravity4
MAY 13, 2015, 6:18 PM 30
There is no takeover.
But, the sector is obviously ripe for consolidation after the AOL news.
which takeover would that be?
esc, do you think you will get in before or after the takeover?
Yes Autonomy were being massively shorted at the time of the takeover.
From memory, I believe Autonomy 10-bagged from a valuation of something like ÃÂ£200m in the year or so prior to the takeover bid and then n-bagged again on takeover announcement. The takeover value was insane on traditional metrics like P/S and P/E and was motivated by gorilla game valuation principles.
Blinkx market cap ÃÂ£154 million, HP wrote down about $8 Billion if I remember correctly, would need to be one hell of a takeover premium LOL!
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Perhaps a real test of BLNK management is around the corner.
Rocket Fuel sold out to another tech outfit aggregating their offerings, whereas AOL has sold out to a major content network.
Depending on who you end up talking with would appear to change the value of the takeover substantially (after obviously factoring out AOL's content side)
It was the Squawk Box boys who were labelling the takeover as motivated by the programmatic ad platform. They had the caption: "Verizon AOL takeover for ad tool" or something like that. They were linking this with a piece they did on AOL and their programmatic ad platform last week. I think that was AOL's results which came in as boosted by the programmatic ad capability.
When the chairman came on and was interviewed today, I can only recollect him talking about content, although I was doing something else while listening.
Right now, Cramer is going on about "programmatic", "the word of the day" and "what it is all about".
Looks like the UK stock market is a slow reactor?
Perhaps it's a reverse takeover in order to list existing ad tech company?
Not sure, but market seems a little underwhelmed with the offer.
Another fantastic update from everyone's favourite AGM non-attender Geh2. I'm taking a leaf out of your book. I am definitely going to the AGM, but expect to have to cancel at the last minute due to an unexpected business issue - possibly a takeover or leveraged buyout. I'll never get to wear that "in SC we trust" t-shirt!
just until the sp turns blue?
looks pretty red to me!
5 May'15 - 09:11 - 94583 of 94584 0 0
I wonder when we will get Leluot4...
Wonder when stocky will tell us for the 400th time that Yahoo are about to takeover Blinkx!
go stocky or get f**ked in the arse
Pace just got takeover offer from Arris... and Pace are my largest holding...
But don't tell Stocky, he sold them as he didn't see much potential...
maybe tw and gang are part of the corporate structure to drive down a share price for a bid, takeover or so funds can buy cheaply?
after all the crap they gave qpp. that has been my best buy this year.
could be a re-branding of the company or making it easier for a takeover.
Loo loo - yes, he has his seat reserved for the AGM next to his hero SC. Of course, like every other AGM before this one, he will be unable to attend on account of a business deal, a corporate takeover or private equity deal of some sort (we would not understand). Geh2, a true captain of industry ...
interesting perspective from Alex, we will probably not see a bounce in the sp but the market had priced Blinkx as sliding away and this may provide reassurance to some that they are still in the game
or is that wishful thinking?
they may be ripe for a low ball takeover now?
Morning Good People,
Another quick question or maybe more a theory - I guess the threat of a hostile takeover is off the table (if we assume that VCs, other Funds have been buying and RG is a good guy for shareholders) and that the accumulation has been done using "O" Trades. This can be the only assumption, as it has been RG and other Blinkx affiliates buying. Well, is the next strategy to get the price moving in the right direction by buying but with "AT" trades? Once the price starts moving in the right direction, momentum traders will move in, pushing the price even higher. THEN release results. The news famine now speaks volumes, as we can assume that there must have been some partnerships, contracts and movement in the last 6-8 months.
I think it would be a bloodbath at the AGM if we are not at a decent price.
Well Gehe if they make the growth and improve ebitda, 7-10% would be a mild projection in terms of growth indeed.We would hit 60/70p in an instant and a pound by the end of May imo.Also due to the heightened and intensive need to carve dominance in this hot sector I do not see BLNX being allowed to trade the financial year out and a takeover at over Â£2 is more than realistic.Never forget the but and however, if BRIAN fails to deliver?Then he has failed and so have BLNX to maintain the lead they built so early on in its creation.I'm feeling pretty confident of a multi bag, if we have no however or buts!
Dont MM have to sell? Can Blinkx still initiate a small buyback now or do we have to wait until after the results?With the attack, I guess that Blinkx felt that they were a takeover target. However, with the MMs giving away shares so easily and no announcement, I guess that they now assume that the Bear Raid was putely for profit??
I'm calling 65p on results day.Over Â£1 by May and Â£2 by the end of the year, which we will never see as we will be definitely taken over as we prove our technology to be far superior than the competitors.Ps football go to the Blinkx website and relook at investors page, all results revealed and new PRESIDENT agency doing what the old one should have years ago.Lots of information indexed for a corporate takeover know.?
gowlane, what makes you think that?
Link for above post, Mark Slaters comment from October on sector consolidation.
GEHE, we know how fast this sector is growing especially the any device any time segment.As soon as BLNX's results are announced I really do not see them not becoming a takeover target.My guess is Amazon. They really need BLNX technology to put the icing on the cake!!
Can't believe that Motley fool and now ramping blinkx as a takeover target and it's worth buying a slice of the action at the present time.
There has been no news from the company no clarity no news flow so why now have they changed their mind?
LCWA.....how far is Rg going?....I thought 7/8% for a punt on a recovery would be great but 9%+ prob by now....Mmm,And yes its a stonking appointment,that guy could have got a job anywhere with those credentials....whats his business with this insignificant minnow!!...tick tock......You're comment about his credentials and picking and choosing work struck a chord. Head of mobile at Samsung is as good as it gets. Biggest mobile seller in the world. Only today I read Samsung have a 56$ billion war chest for acquisitions. Very exciting times, indeed. Regarding RG. I still think he's working on a takeover. He will have a fight on his hands, mind.
That is a worrying idea. Don't want a takeover anywhere near these silly prices.
Is RG working in cahoots with someone? Takeover, perhaps?
Preparing for a takeover?
Barkboo, Considering the low price, I would like to see a small share buyback prior to releasing any news. It is harder for traders to find shares if they are in safe hands - ML, SC and the VCs.The strategy of defeating the shorters is puzzling, when you think that our board has the financial firepower to take a lot of shares off the table. AOL and Yahoo! Directors have recently been buying, hopefully we see some more action from Blinkx. UNLESS, we are in takeover negotiations.Did anyone listen to the AOL market update? It was very upbeat and they have been through the same transition as Blinkx, but I think Blinkx is further ahead.
Thanks so moch stocky for your good wishes
You of course come across as a winner!
How's that Yahoo takeover of Blinkx progressing, Another winner I suppose!
Is RG the front man for buying stock for a US giant pre takeover i wonder.
Meanwhile Welsh financier turned tech investor Richard Griffiths has upped his stake in online video advertising company Blinkx, up 1.5p at 27.87p. Griffiths owns 8.05%.
Lol. Those guys are really trying to sell the notion that the Adkarma takeover is not a done deal? Anyone that falls for that one should forget about investing. Minimum investment requirement credentials - knowing your arse from your elbow.