Interactive Prospect Targeting Share Discussion Threads

[masurenguy] 27/3/2007 08:20

taffytaffy - 23 Mar'07 - 13:37 - 222 of 223: Is this yet another false dawn followed by a retrace?
...............................................................................

Well that was a rather prescient comment !
Why the big drop today - the results looked pretty good to me !

[taffytaffy] 23/3/2007 13:37

Is this yet another false dawn followed by a retrace?
As an aside many thanks to all on this thread (esp. Chiva) for useful discussion, unsure whether I would still be invested without it.

[the blackster] 07/3/2007 15:36

I'm in IBG, DGM, just took profits last week on TMN, IPH looks interesting for all the usual reasons about solid online stocks

Can someone give me a steer on why it dropped last year so much?

Any thoughts on prospects around results? Are there lots of traders here or people staying the course?

Ta for your help

[masurenguy] 06/3/2007 20:28

Finals due to be announced two weeks today.

[piu888] 28/2/2007 17:40

I bought quite a few today as it was a great opport. to get into this at BARGAIN price. Nice one.....thanks for the asian fall.

[chiva20] 21/2/2007 08:45

I'd certainly be happy with that! :o)

[nurdin] 21/2/2007 07:51

Cheers..hence the mark up.Not sure about a potential Google but the prospects are enormous...I wouldnt mind them becoming another google however :o)

[chiva20] 21/2/2007 07:13

Tipped as potential google in Profit Watch

[johnv] 21/2/2007 01:17

Its been weak all day (even with all this strong buying)due to 3x25000 at the end of the day sells. Has someone tipped this company today? so many buys

[netsdeal] 19/2/2007 14:24

i'm sure this will come, but usually it takes time

[zapherz] 18/2/2007 22:05

I think this is gona move tomorrow

:)

[chiva20] 16/2/2007 13:14

Hi JT,

They've restructured things since I last checked, I haven't come across 'IPT financial' before - presumably the Everyinvestor and the Share weekly fit into this bracket too.

Very interesting rumour re E-Circle. I know they have aspirations to consolidate the German marketplace aswell as their operations in France. I would guess there is some truth in your rumour - although who can say. I don't know of how far this may have progressed.

It would make good commercial sense for them to snap up a company like E-circle. Watch this space!

[jt_alltheway] 15/2/2007 18:02

Chiva- thanks for this info, but Ive done some research on google and it seems that smartquotes sits in a division called IPT Financial. There is some discussion onthe acquisition in a furum called a4uforum.com which is quite interesting. Strange that it wasn't announced and strange also that they want to keep their affiliate marketing activity quiet, although maybe there will be something in their annual report?

The press release I posted doesnt mention IPH as being an interested party for TOCT, or at least, that wasnt my interpretation. Anyway, it wouldnt make sense from an operational perspective for IPH to buy two companies in the same sector in such quick sucession.

During my digging around though, Ive come across a rumour that IPH are looking to buy a German outfit called eCircle which operates out of Italy and France as well as having a small UK office. Does anyone know what stage this is at, or if indeed it is true at all?

[t0pgrader] 14/2/2007 22:52

Thanks Chiva

[chiva20] 14/2/2007 22:32

TopGrader,

I know Smartquotes sits in their IMRS (internaet Market research Services) sector, whether TOTC is related in other elements of what they do I am unaware.

It would make sense that TOTC is a data vendor, most of their partnerships are of this nature their core revenue streams.

Chiva

[t0pgrader] 13/2/2007 17:32

Chiva

Can I check one thing? You imply that TOTC is a research business but my understanding that its a data generater that send people to IPT's myoffers site ie its data vending rather than research

[chiva20] 13/2/2007 17:19

JT, IPH did buy SmartQuotes it is part of their market research portfolio along with MCPI, Direct Excellence and IMRS, and recently Tpoll (Real World).

This is clearly a move into strengthening the Market Research side of the business. Looking at YOU and RNOW I think this can only be interpretted as a very shrewd move. Looking forward to seeing how it effects the business.

[jt_alltheway] 12/2/2007 11:45

Ive been following this stock for some time, and spotted this press release which caught my eye:

Affiliate Network TOTC.net announces new acquisition bids

TOTC.net, the UK-based niche affiliate network, today announces it has received several recent approaches for acquisition by interested parties.

The upturn in bidding follows the offer made last month (January 2007) by AOL for TradeDoubler, the Swedish affiliate network.

TOTC.net have not yet released details of the interested parties or the amounts offered. TOTC.net has confirmed that it is giving serious consideration to a number of offers. TOTC.net Managing Director, Laura Murray, has stated TOTC.net will consider offers from other interested parties.

If a bid were to be accepted, TOTC.net would become the second affiliate network to be acquired in the UK in the past twelve months following the sale of Smart Quotes to Interactive Prospect Targeting plc (IPT) last July.

continues....


Question is did IPT really buy this company last year as there doesnt seem to be anything on the BB about it, and if so, have there been other companies bought by IPT which haven't been announced?

[diogenesj] 12/2/2007 10:31

Hi Jak. Jim Slater is right, of course. Relative strength (relative to the market, I mean, not the Welles/Wilder so-called RSI) is one of the best indicators of future performance, and has been proved to be so by O'Shaughnessy in his classic 'What Works on Wall Street'.

Shortage of time prevented me from expanding on this in our last discussion. The trick is to catch the trend early. The market does tend to over-react. Extreme outperformance or underperformance is often a sign of this over-reaction and may lead to a correction, or reversal in the opposite direction. That is why I am a bit cautious about following the advice of publications like QL. They tend to recommend stocks which have already doubled or trebled, rather than those that are just beginning to outperform.

I am a bit puzzled by the performance of IPH. It seemed to me fully valued, but not grossly overvalued, at its peak last year. The fall of 33% or so that followed seemed excessive. I wondered whether (as with ACE) we might later discover that there were some good reason for the drop. So far none has come to light, and the shares look cheap again and may have turned the corner.

[lennox_lnx_multibagg] 12/2/2007 00:42

LENNOX IS SET TO ERUPT..PLEASE REVIEW THIS COMPANY

FACT: MARKET CAP.ONLY 0.3 MILLION.
FACT: SHARES IN ISSUE ONLY 24 MILLION.
FACT: OVERHANG NEARLY GONE. BUY LIMIT LAST WEEK WAS 500,000 @1.6P NOW ONLY 75000K @ 1.6P.
FACT: SELL LIMITED WAS 50,000 @ 1.09P AT THE START OF THE WEEK, NOW 250,000 @ 1.09P. MMS WANT CHEAP STOCK.
What does this mean? A few buys LNX will explode.

Last RNS
Lennox to carry out full review in difficult trading conditions; MD retires

FACT. The review is expected to be completed in early March.

FACT ANYTHING SLIGHTLY POSITIVE LNX WILL ERUPT.

PROJECTIONS ANYWERE FROM 200%-10000%

FACT. 500,000 SHARES BOUGHT AT A MID PRICE OF 1.5P IN THE LAST FORTNIGHT, A LOT FOR LNX.

OPINION: PRICE BEING HELD BACK AS BUYER ACCUMULATES.

OPINION: IF TRUE THEN IT REFUTES THE NOTION THAT LNX ARE GOING BUST.

OPINION: EVEN IF THEY ARE, WHAT A CHEAP SHELL TO GET YOURSELF LISTED ON AIM.

OPINION: BY APRIL LNX WILL BE 15P-60P


OPINION LNX ARE THE BEST BUY ON AIM TODAY FOR MULTIBAGGER REWARDS.

[jakleeds] 11/2/2007 23:03

Good evening Diogenes :-)

You recently suggested to me that buying a stock that had already risen was counter-intuitive. My question is, does the converse not apply? Ie selling a stock because it is falling?

Isn't this the reason why the relative strength rule works so well, because folk will keep buying shares that are rising, but will panic and sell stock that is falling?

Jim Slater has shown that the best performing shares are those that have already started performing like winners, although this rule does not work so well in a bear market as people tend to sell their best performing shares first.

Regards

Jak

[diogenesj] 11/2/2007 21:26

SCSW as well. They look cheap, and have done for some time. Sold mine some time ago when the share price started to slide, and am wondering whether it is time to buy back in.

[hectorp] 11/2/2007 19:35

Ruddy heck I got here by trial and error and find the IC tipped it recently
Oh well.
But a very intersting stock.
I feel a chalenge coming on, so will be back in a few days methinks. Close watch.