Burst Media Corporation Share Discussion Threads

[quotes_4_u] 08/11/2006 16:55

What do you make of all these large delayed trades then ken ?

Another 500k delayed at 14p and probably more to come.

[kenatbabken] 08/11/2006 16:24

Just tried you can buy 50k at 14.5 and 100k at 15p,Ive bought another 200k
today

[quotes_4_u] 08/11/2006 16:18

Some volume out of the blue today and it looks like a big seller
has been cleared.

Shame i cant get online limits with squaregain here for a better
indication of a overhang clearance ?

[wiganer] 08/11/2006 13:53

To answer earlier question, based on 30 June 06 figures and using an exchange rate of £1= $1.90, there was approximately 8.1p a share in cash, and 1.2p a share of other net tangible assets.

[wiganer] 08/11/2006 12:40

If the Directors are buying, let's hope it has a better effect on the share price than last time!

[knowing] 08/11/2006 12:40

Calm down and don't speculate as it could be deemed XXXXXX

[quotes_4_u] 08/11/2006 12:39

Another 100k...i think the directors are all buying again.

[wiganer] 08/11/2006 12:33

Added another chunk- not the 500k I hasten to add.

[quotes_4_u] 08/11/2006 12:23

Somebody likes them...500k buy but no movement is a surprise !

[knowing] 08/11/2006 12:13

Might join you to keep quotes company ;-)

[wiganer] 08/11/2006 12:12

Not quite, but the cash gives strong downside protection in my opinion.

[quotes_4_u] 08/11/2006 12:04

Had a nibble wiganer, i take it they are now valued less than
their cash ?

[wiganer] 08/11/2006 12:00

Yup, I'm a little surprised too, but hey ho. The flipside of such jitteriness is the upside if sentiment really turns. Does remind me very much of SIN when it capitulated to sub-20p, and then carried on wobbling for a bit.

[quotes_4_u] 08/11/2006 11:27

Thought this might have went a bit today.

Surprised it's back to 14p offer, wins dropping on a 5k sale
suggest they wont stay there for long if they get hits.

[wiganer] 08/11/2006 08:38

Doubled my holding.

[quotes_4_u] 08/11/2006 08:34

First time it finished up yesterday and up already today.

It's dropped a long way, not worth 80p fair enough but the directors
all bought plenty at 24.5p so this could well bounce quite well if
mm's have indeed cleared their surplus lines of stock.

[wiganer] 07/11/2006 16:43

Tick up this afternoon- ADVFN intraday chart is misleading.

So, a blue day after supposedly a huge chunk of the company sold at 8p.

Funny old game.

If my hunch is right then it may just be the perfect time for a top-up, but I'm not sure my cojones are big enough right now, what with the cold weather and all....

One thing I am confident of is that BRST is worth more than 8p a share.

[wiganer] 07/11/2006 10:10

No change. Hmmm.

Did a few dummy online buys/sells, it's easier to buy than sell, but that's been the case generally recently.

For very small amounts (sub-£500) I could sell instantly at 12.25p (0.25p inside the strip), for any decent size I would have had to do a fill/kill or take pot luck.

For buys, I could buy up to about £3k worth at 13.75p (again 0.25p inside the strip), above that I would have had to do a fill/kill or take pot luck.

Which all suggest that yesterdays trades were "matched bargains" of some kind.

Hope to see an RNS soon to shed some light- my mental maths suggest the trades if "all one way" were about 18% of the company. If "two halves" then about 9% of the company.

[quotes_4_u] 06/11/2006 18:37

15 million shares changing hands at 8p after the close today.

It looks like sales but it should be 50/50 with commission for
the dealer but how will the shareprice react tomorrow ?

[kenatbabken] 30/10/2006 15:43

I,ve been waiting for an entry point in these and its arrived today with that
102k sale,The 2 x 25k trades are mine and also the 50k thats not showing yet.
With $12.7m in cash and capped at £10.78m it should recover on some decent news

[quotes_4_u] 30/10/2006 15:09

Surprised that 100k+ got inside the bid, seen 25k sales of late
taking 1p discounts to the bid so unusual to take the size.

Still waiting for signs of life.

[wiganer] 30/10/2006 15:01

Well, BRST has just been marked down again- looks like the MMs have been reading this board and side with you not me!

As regards OTO, the thing that really put me off was that bizarre RNS with the £500 a share options. It all seemed a bit "ramptastic".

[tiredoldbroker] 30/10/2006 14:49

I'm inclined to agree that there are a number of tech stocks which look a little flaky right now, on my basis of valuation - as far as OTO is concerned, it still has a favourable wind behind it, and is able to present everything going on in an optimistic light, but any slip-ups with "delivery" and there is really no underpinning for the share price, with a current market value over £100m.

So they really HAVE to make good on their promise a month ago of "near term major partnership agreements". In other words, either they confirm deals with some major ISPs (which they may well do) or their share price, compared to net cash of maybe £3.6m (US$2.9m at 30 June plus £2m from the recent placing) is going to look very exposed. The problem is with judging their chances of success !

[wiganer] 30/10/2006 14:46

Btw, just a reminder, as some may think that BRST is a flaky start-up, that it's been around since 1995. It's status as a tech-boom/bust survivor is one of the plus points for me:

"Burst Media was founded in October 1995 by a group of experienced advertising and technology executives, all of whom remain with the company to the present day. Established when the e-commerce phenomenon was just beginning to build momentum, the company began by representing a group of approximately 50 specialty-content Websites. Publishers like these – and the advertisers who serve their audiences – endure as the primary focus of the Burst Network, which currently encompasses more than 3,400 Websites.

Other key company milestones include the following:

2006 The company launches Burst Direct, a division that deploys online campaigns quickly across thousands of sites
2005 The company is named the 11th-fastest growing private company in Massachusetts by the Boston Business Journal; launches AdConductor, a complete ad management system; opens a London office to represent UK Websites and sell directly to UK advertisers and advertising agencies; and introduces a series of behavioral targeting solutions
2004 Burst celebrates its fifth consecutive year of BPA certification
2003 Burst serves 3 billion impressions per month
2002 Burst launches Online Insights, a monthly newsletter featuring original research
2001 Burst is ranked in the top 25 of the Inc. 500
2000 Burst serves more than 1 billion impressions per month, and becomes the first online advertising network to become system certified by BPA Worldwide
1999 Burst offers its first demographic survey to publisher sites
1998 The Burst Network announces the addition of its 1,500th publisher
1996 Forrester Research publishes its inaugural report on Internet Advertising, and concludes that advertising networks will "dominate" ad sales; Burst Media is identified as an early contender in the field"