Blinkx Share Discussion Threads

[kendonagasaki] 18/5/2016 10:54

It's not rolling..... It's 21p.

[top_banana1] 18/5/2016 10:51

Rolling my friends


WOOF WOOF 35p

[kendonagasaki] 18/5/2016 10:41

Glad your happy Sikh!

[sikhthetech] 18/5/2016 09:45

1gw, good post and very informative...thanks...


Which would any company choose to highlight?.. yes, the 1 that flattered them the most..even though they had previously stated the other is the best measure...

I, too, am impressed with the Pixalate measurements... They have come leaps and bounds with that...

[1gw] 18/5/2016 09:25

ComScore vs Quantcast & the AGM comment.

STT - If you were ranked 6 on ComScore and 12 on Quantcast, which would you choose to highlight in an RNS?

The AGM comment was in reply to a question on how best to follow R1's progress from the outside. The point about Quantcast is that it is a much, much fuller dataset than ComScore (on a freely-available basis). ComScore just gives you the total US desktop reach, but Quantcast allows you to see US and global (by country), Desktop, Mobile web and now Mobile in-app. Quantcast allows you to drill down and see the demographics and the split by blinkx-defined sector. So in terms of understanding how R1's audience is developing, as well as reach by platform, Quantcast is streets ahead of ComScore as a public data source.

But in terms of a single figure to show US reach, you could use either and I would fully expect any company to choose the one which flattered it most.

Pixalate markets itself as measuring something else, the "trustworthiness" of the platform. According to the reply from Dan Slivjanovski posted on the LSE site, blinkx only got RhythmMax into the pixalate measurement system this year (too late for the January index), so it is a fantastic achievement (in my opinion) to rank so highly already (if you remember, AdConductor, blinkx' previous programmatic platform was measured but didn't score too highly on some key components of the pixalate scorecard).

[sikhthetech] 18/5/2016 09:19

Seanje,Tosca will soon be at their lowest 12month buy price of approx 30p..We also have BM options price..If Tosca want to take over at their lowest share price then they could make a bid soon, around 30p...If the BOD are happy with any retention packages then BM's options may become irrelevant..

[kendonagasaki] 18/5/2016 09:06

Seanje any offer that activates BM's share option price IMO.

[top_banana1] 18/5/2016 09:00

The only way is up.

WOOF WOOF 35P

[top_banana1] 18/5/2016 08:59

Yes back to reality I am up up up. Soon will be 50%+ up

WOOF WOOF 35p

[top_banana1] 18/5/2016 08:58

My baby is up, up yours shorters.

We are on the road to 35p


WOOF WOOF 35P

[top_banana1] 18/5/2016 08:54

My baby is up, up yours shorters.

We are on the road to 35p


WOOF WOOF 35P

[seanje] 18/5/2016 08:21

STT. I spoke to a broker pal last night who has been urging me to get out of BLNX since 100p. I wish I had listened to him. He reckons the results will flush out a bidder now. If that happens what do you think they would need to offer to secure a deal?

[sikhthetech] 18/5/2016 08:07

Begs,I'm not convinced Tosca will reduce... i think they will sit and wait for a bidder...It would be interesting to see what others, like RG, do....or if new IIs come on board...

[sikhthetech] 18/5/2016 08:03

Jonc, trades weren't huge...for confidence, we need to see large trades going through....

[leluot3] 18/5/2016 07:42

'they expect to return to profitability this year' !!!!!!!

everybody knows that their past record shows that they haven't a clue


back to reality today

[lance corporal winstanley ash] 18/5/2016 07:34

The results were poor in terms of numbers but fantastic in terms of the product they've created and the operational cost cutting they've achieved. They couldn't have made it any clearer they expect to return to profitability this year. Good chance for any investors who recently discovered this company. Long term investors who bought higher have been given some hope. Good luck all.

[begorrah88] 18/5/2016 06:18

Looks like the share price has been walked up to attract in some new interest before Tosca , or whoever, take some money off the table.

Been seen many times before at blnx and nothing from yesterday tells me blnx are out of the water or fully convinced about what they are doing.

[football] 18/5/2016 00:05

Blinkx forecasts FY profit after narrowing focus
Tuesday 17 May 2016 | 17:09 CET | News
Online video platform Blinkx reported a drop in revenue for its fiscal year to March to USD 166.7 million from 215.0 million in the prior year, as the company narrowed its focus to its core mobile, video and programmatic trading and withdrew some products. The result was in line with its outlook. The core products accounted for 70 percent of revenue, up from 48 percent a year ago, and grew revenue to USD 116 million from USD 104 million.

Restructuring charges and asset writedowns led to a widening in the pretax loss to USD 94.3 million from USD 24.8 million. However, Blinkx said it reduced annual operating costs by over USD 40 million, laying the base for full-year profitability in the current year. It ended the year debt-free with USD 78 million in cash.








Shares in online advertising specialist Blinkx(LSE: BLNX) have soared by 19% today despite it releasing a rather disappointing set of results. In fact, Blinkx's loss widened in the year to the end of March, increasing from $25m in the previous year to over $94m last year. That's despite the third quarter of the year being ahead of expectations, with the fourth quarter being rather subdued due to usual seasonality.
A key reason for Blinkx's larger loss last year was its restructuring. This included a number of one-off costs such as a goodwill impairment of over $50m, although Blinkx has been able to reduce its annualised operating costs by over $40m. And with it having a debt-free balance sheet and $78m in cash, Blinkx seems to be well-placed to move forward with its wholesale restructuring.
Looking ahead, Blinkx is confident of delivering profitability in the current financial year. If it's able to do so then its share price is likely to rise significantly as investor sentiment will most probably improve dramatically. However, while the company's strategy seems to be sound and core operations now account for over 70% of operations, it may be prudent to await evidence of profitability before piling-in.

[fo67] 17/5/2016 23:31

You still hanging-in here Jarvis? Thoughts on today's results?

[jonc] 17/5/2016 22:42

The trading volume today is low.

It has been bid up by a few excitable PIs.

Expect it to fall off a cliff on the first quarter update.

[sikhthetech] 17/5/2016 22:09

gl,

thanks...it was a gamble, could have gone either way...
I'm reserve judgement on whether the market or PIs have shown enough confidence...
Look at the trades, the vast majority are smaller trades below 30k shares, even 25k or £5k-6k...
Possibly day or short term trading????
we'll know soon enough...

Let's see what tomorrow brings..

[geheimnis2] 17/5/2016 21:57

Do we know how much revenue is programmatic in fy15 and fy16?

[sikhthetech] 17/5/2016 21:53

vendatta...lol

they didn't mention quantcast in the rns.. but thanks for pointing it out the slide...
all they have in the slide is a copy of the quantcast screen but no comments... they mentioned Pixalate and Comscore in both rns and slide...

[lance corporal winstanley ash] 17/5/2016 21:51

It's all about the fill rates. The volume of traffic running through rhythmmax is colossal. The guys said today they will now put all their efforts into maximising the fill rates. Just watched the webcast and must say Brian's opening was clear and concise. Hats off to Brian.

[geheimnis2] 17/5/2016 21:51

WOOF WOOF!!!

Oh yeah...and...MOOOOOOOO!!!!