Blinkx Share Discussion Threads

[geheimnis2] 04/4/2016 20:23

Mmmmmm...Johnny boy putting in a shift here....

Always a bullish sign?

Choo choo....

[1gw] 04/4/2016 19:49

rf - no public data yet as far as I can see. It's normally 2 or 3 working days into the month that it appears I think. But you don't need to register - just click on the "guest" link and you should get through to the SOL data.

[rocket fuel] 04/4/2016 17:15

1gw, how are the SOL numbers looking? I'm not registered with Euroclear, you normally post the data here on the 4th of the month. ta

[sikhthetech] 04/4/2016 14:10

Gl, good post...

[rocket fuel] 04/4/2016 13:28

gotta larf..


football   4 Apr'16 - 10:57 - 43205 of 43209    1   1

"Rocket fuel.... surely it's better that we have a rampers thread and a bashers thread and maybe an intellectual thread like here...."

[1gw] 04/4/2016 12:16

Manek - Morningstar

Morningstar shows that Manek increased its blinkx position in December, increasing from 3.7m shares to 4.2m. The weight of blinkx in the Manek portfolio fell from 6.8% (end-Nov) to 5.6% (end-Dec) as a result principally (I guess) of the fall in blinkx share price between the two dates.

On the other hand, DEKA has dropped out of the Morningstar list, suggesting they sold out (380k shares) sometime after 30th September.

Amazingly there are now only 10 institutions reported in the Morningstar database, with 2 of those positions dated 2009 (so presumably a historical irrelevance now) and 4 of them holding fewer than 100k shares. So essentially only 4 current non-trivial holdings:

11.8m shares R&M (at end-Feb)
6.9m shares Danske Capital (at end-Feb)
4.2m shares Manek (at end-Dec)
0.4m shares Hansa Capital (at end-Feb)

The top 3 have all increased as their last move according to the Morningstar data (R&M in Jan and Feb, Danske in Oct, Manek in Dec).

As always, Morningstar does not track the blinkx holdings of RG or Toscafund.

[gowlane] 04/4/2016 12:05

Football, it seems a bit optimistic that we can get to where we want to be with cost cutting alone, surely Blinkx hopes to be viewed as a growth stock again

We know we are going to make a hefty loss in FY2016 and the market expectations has been for losses as well in FY 2017, this perception needs to be turned around in my view.

If the story we are being told is correct, how well Rhythmone is doing, then we need to see increasing revenues show up in the numbers

especially when competitors seem to be increasing theirs and our profit margins have been falling, while we transition to lower margin mobile business

I doubt research and development is going away, did they not say that they were ‘continuing to invest’ in the business

Operating costs were more or less static at $49m in H1 (excluding exceptionals etc), when compared with the previous 6 months, but maybe they will be lower next year

We need revenue growth, cannot see a future otherwise, but we will know more hopefully later this week, the longest awaited update ever.

[football] 04/4/2016 10:59

RF by the way less of the "stubborn old" and as for that the rest it's okay


:)

[barkboo] 04/4/2016 10:58

Good answer Footy!

[barkboo] 04/4/2016 10:57

RF - a lot of swearing there my friend..try and cut out the "stubborn" whenever possible? lol

[football] 04/4/2016 10:57

Rocket fuel why post on the thread where I feel and believe it's a shortest thread when I am long? That's why we have so many threads on the same stock surely it's better that we have a rampers thread and a bashers thread and maybe an intellectual thread like here where both sides of the discussion can be held.

[barkboo] 04/4/2016 10:55

LCWA - Gowlane has no effect on my life.

Happy for him to think whatever he likes and for as long as he likes - the practice on how to think will do him good!

Once he has mastered that - he can have a crack at trading?

[lance corporal winstanley ash] 04/4/2016 10:47

Gowane thinks you're all thick as mince

[sikhthetech] 04/4/2016 10:47

Marketers should stop relying on hover rate

[sikhthetech] 04/4/2016 10:46

gl, I agree we need over $200m... hopefully, we'll know soon enough, we should have a TU within the next few days...

[barkboo] 04/4/2016 10:42

Correct Footy - Gowlane plays games, as you know.

All the little slip-ups - are always on the negative side..that is one sure way to tell a rag!!

[football] 04/4/2016 10:37

gowlane I won't post on the shortest thread even though he has lifted the ban now, but why do we need to be over $220 million now to make a profit when we have had non-stop cost-cutting, office closures, no more costly acquisitions and by the sounds of it no more research and development costs now that the ad exchange is up and running.
Surely if all these costs have been stripped out of Blinks/IR bottom line that means we do not have to make as much as we used to be to make a profit or does it?

[gowlane] 04/4/2016 10:22

well these figures need to be good if we are going to make it back, at a minimum we need over $200m for the full year in my view

$220m would be great and suggest a real profit next year, but it will probably be something in between

[sikhthetech] 04/4/2016 10:18

Built-in Ad Blocker in Microsoft’s Edge Browser

[sikhthetech] 04/4/2016 09:58

rf, yep.. be interesting to see if the SOL continues to trend higher...

[sikhthetech] 04/4/2016 09:57

gl, if we get a great TU then I have some... even if the figures and outlook are great and the share price rises 30-40%, buying more at around 30p isn't going to be the end of the world...it'll still be around the share price paid by Tosca a yr ago...

H1 was $90m.. some of that includes legacy stuff...

If we do have a great H2, due to Presidential Election etc then what revenue/profits...