Blinkx Share Discussion Threads

[1gw] 21/5/2016 08:34

ComScore virtually unchanged.

2015
Apr 158m 68.6% (month, uniques, reach)
May 159m 68.8%
Jun 157m 67.6%
Jul 157m 67.7%
Aug 148m 63.4%
Sep 145m 62.4%
Oct 149m 64.2%
Nov 152m 65.3%
Dec 161m 69.5%

2016
Jan 178m 76.2%
Feb 177m 75.5%
Mar 183m 78.4%
Apr 183m 78.4%

[1gw] 20/5/2016 22:46

Annual report is now on the blinkx site. From a very quick read, the following stand out as of interest, away from the headlines:

1. Substantial Shareholdings (P 32)
Toscafund has slipped slightly below 29%
Griffiths has increased by nearly 2m shares from the 28m holdings notice (now at 29.7m, 7.3%)
I would guess the other 3 listed (HL, TD, Barclays) are all nominee accounts for private investors' holdings.
I note that Mike Lynch is not listed, but then he wasn't last year either, so do blinkx take 5% as the cutoff for "substantial"?

2. Disclosure of subsidiaries and write-off of investments (P 67)
They have listed more subsidiaries than they have previously done. So anyone who wanted to see "Pinball Corp" in the blinkx accounts can now see it.
More seriously, the parent company (blinkx plc) has taken a whopping £129m impairment charge on the carrying value of the investment in subsidiaries.

3. Goodwill (P 52)
Revenue growth rate for the new RhythmOne CGU is 14.9% (this is supposed to be a compound annual growth rate for the next 5 years as I understand it)
Revenue growth rate for the AdKarma CGU is 6.2%, down from 17.9% in last year's report.
Discount rate has increased to 19% (from 16%) which I guess is indicative of the perceived difficulty of raising funding for adtech investments.
No opex growth rate is given this time.

[geheimnis2] 20/5/2016 19:26

Quimmer

Step away from the bottle and try not to spend the evening drunkenly trolling!

[kendonagasaki] 20/5/2016 17:28

Talking of liars evening Batky!

[jonc] 20/5/2016 16:46

Red again.

[sikhthetech] 20/5/2016 15:59

Barky,"First part of Scaffolder's guess correct"...Lol...wasn't that 'the share price will jump 40%'...Not very good at maths are you...Doh..

[rocket fuel] 20/5/2016 13:52

barky, if it's the same fairies at the end of the garden scaffolders that have a 240 target then you are in trouble here mate because they must have just plucked that one out of thin air too.

[barkboo] 20/5/2016 13:37

Against my rules to post this time of year but scaffolders and their many friends tell me that rocket fuel and top_banana1 have an uncanny familiar address? lol

Anyway - first part of the scaffolders guess correct, second part not far away! 240p

Back to the entertaining.

[rocket fuel] 20/5/2016 12:46

will be buying some here when she's trading closer to cash value c10-12p

[geheimnis2] 20/5/2016 12:45

lol...course ya did, rocket buffoon...course ya did

[geheimnis2] 20/5/2016 12:41

how did that quick 50% on FBT work out for you, rocket buffoon?

[geheimnis2] 20/5/2016 12:40

^^^^ lol....what a buffoon...

[leluot3] 20/5/2016 12:26

Haha - a new Temple

I think SC would love to join - one more

[kendonagasaki] 20/5/2016 12:18

The gimp awaits to rub oil into your nether regions.... My what fun you shall have?

[kendonagasaki] 20/5/2016 12:16

A new temple for blnx devotees?Barky will be back soon so that's two,Twigs and footy that's 4 and that's your lot here.

[kendonagasaki] 20/5/2016 12:14

Digitalis, are you starting a new temple of blnx

[leluot3] 20/5/2016 11:56

he plays cricket with himself!