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[geheimnis2] 30/5/2016 22:22

Hahaha great post kendo!!

[football] 30/5/2016 22:10

AGM


16 Jun 14:00
England V Wales

[kendonagasaki] 30/5/2016 21:43

Sikh, it's a new inflectionary flavour I grant you...that's for sure, what ever it is!???240 grammes eh Barky?

[kendonagasaki] 30/5/2016 21:35

I'm sure GBO was a bankers cert!?It was going all the way to the top a certain poster said?:)Evening Barky, how's the wife.......still fat?

[sikhthetech] 30/5/2016 21:02

Globo (GBO)...
they were reporting huge amount of cash, subsidaries were apparently raking it in...

But they weren't, were they...





According to one poster, he reckons the cash balances were with the subsidaries..


firede 21 Dec'15 - 11:51 - 25462 of 25483 0 0

Cash balance 2013 2014
Globo PLC 26,318 6,979
Globo Mobile 29,233 65,215
Profitel 7,050 7,469
Globo Total 64,089 82,762
Other Subs. 1,488 3,099

It was Globo Mobile S.A. and Profitel which were supposed to have all the cash. I really wonder how they were faking that cash balance.

[sikhthetech] 30/5/2016 20:24

Ken,
flavour crisps...
Rhythm's own brand crisps...Texas BBQ flavour, obviously...lol

a truly 'Transformational' flavour..




;-)

[kendonagasaki] 30/5/2016 20:00

I think at current market valuation it is around two pints of lager and a packet of crisps.....not sure what flavour though.

[kendonagasaki] 30/5/2016 19:58

Rinse and doing eh Sikh??Like your lunghi on a 90 degree wash?That slippery ol' digitalis......if it wasn't for you pesky kids....?

[lance corporal winstanley ash] 30/5/2016 19:32

How much do you think 1r is worth?

[sikhthetech] 30/5/2016 18:15

absolutely...
Blink plc is the holding company..
the subsidaries being
Blinkx (UK) Holding Ltd,
Blinkx (UK2) Ltd,
Blinkx UK Ltd,
Blinkx Media Ltd (dissolved 1st March 2016)
RhythmOne LLC

With 1R being US based and Blnkx's business now 1R, why would they need Blinkx Plc... are they likely to want to raise cash via Blinkx plc..

If they sold off their 1R business, what else is left???

[sikhthetech] 30/5/2016 14:16

I see digi came out of his 'pretend' retirement on a bank hol weekend and updated the header with a more recent Comscore table, Feb 2016, from Dec 2014...as pointed out a week ago...


pst.. don't worry digi, I don't think anyone noticed.... ;-)

why not put the latest Comscore or even better, the bod's preferred measure, Quantcast... oh, I see, it doesn't look as convincing, does it...

rinse and spin..


sikhthetech 24 May'16 - 10:17 - 106714 of 106768 3 0 edit

I see Digi has removed the 'gang' pic from the header... still left the Comscore table from DEC 2014 - just happens to be under the new RhythmOne banner..presenting a misleading header....wasn't deliberate, honest guv...lol


Comscore table is from Dec 2014, pre 1R

Looks like he 'needs' to come back from his pretend retirement....

[stocky] 29/5/2016 20:33

Interesting! I didn't know RhythmOne IPOed 9 years ago.Looking very bullish on the old Quantcast view metrics. The highest they have been in their 9 year history.

[geheimnis2] 29/5/2016 19:18

Oops sorry guys

I think SC and I were onto our twentieth pint when he tweeted that

[fo67] 29/5/2016 19:12

Suranga C. ‏@surangac · 6h6 hours ago  Cambridge, England

Suranga C. Retweeted Balderton Capital

Excited for @OncimmuneECDT team's IPO. Deja vu to @RhythmOneUS IPO 9 years ago! Congrats & good luck as a public co.

[geheimnis2] 29/5/2016 12:29

Great convo with SC yesterday evening!

A true visionary and man of the people to boot

[geheimnis2] 29/5/2016 08:54

Lol...just a thought, footy?

[football] 28/5/2016 22:56

bet your paying Geheimnis2 as SC never puts his hand in his pocket

[geheimnis2] 28/5/2016 22:23

Just having a pint with SC!!!!

Talking surf, tech and supermodels?

SC says hi to you buffoons?

Just a thought,SC?

[football] 28/5/2016 20:29

The problem with internet advertising
Share
10:30 19 May 2016
The latest casualty in advertising technology has caused a stir in the industry, but this is a problem that has been brewing since its inception. As regulators and ad-blocking takes its toll, what is happening to internet advertising?
A hand smashing out of a laptop screen
Ad-blocking is one of the biggest challenges faced by the digital sector.
The wave of ad-tech companies floated in 2014 is starting to look more than a little accident-prone.

At the time, digital marketing was seen as driving earnings ever upwards akin to search engine powerhouse Google.

But a growing number of profit warnings later, a new reality is starting to emerge.

Alex DeGroote, an analyst at Peel Hunt and fierce critic of the sector, believes many ad-tech companies raised money on the back of profits created in the embryonic digital advertising sector that were simply unsustainable.

Immediately following the floats, there were major macro changes to the sector, particularly regarding the regulation of fraud and, of course, the rise of ad-blocking.

These were especially devastating for the companies that had initially relied on such a young and loose industry.

The wild west of the web

“All of them had benefited from the wild west antics that existed in digital and online advertising and was almost entirely un-policed, characterised by gross levels of fraud until last year,” explained DeGroote.

In September 2015, digital marketing platform AppNexus went through a rigorous overhaul of page impressions to filter its inventory on the back of client complaints. It claimed that a huge slug of reported internet traffic and adverting impressions were suspect.

Various dubious techniques were cited, including bot traffic (faked non-human traffic, sometimes churning out thousands of sham impressions per minute), misleading ads or push advertising, where the browser is essentially hijacked by a rogue extension.

Read - What is ad-blocking?
In an unfortunate coincidence, shortly afterwards Adgorithms (LON:ADGO), which had until the third quarter of last year reported robust profits, further unsettled the market with a sudden loss warning.

Adgorithms floated at 133p but is currently priced at 16p. Investors lost 90% of their investment and the £20mln it raised at IPO looks like a lost cause.

Tightening regulation is another such issue facing the industry, as CrossRider (LON:CROS) cited yesterday.

In what DeGroote called an “unremittingly bleak” statement, CrossRider warned it will see a 25% drop in revenue and underlying profits this year. It blamed an increased and rapid alteration in regulation for the sudden change in its outlook.

Publicly, the company has cited tightened regulation to mobile subscriptions as the main hindrance.

The warning came just weeks after the company reassured investors it was looking to 2016 with “confidence and excitement.”

CrossRider

Ironically, the CrossRider’s own web site is blocked by my malware detector. A quick Google search will churn out results pointing to a “CrossRider Virus”, namely malware associated with certain extensions developed on its platform.

This is ‘pushed advertising’ through an often unwanted extension that infiltrates the browser.

A source close to the company confirmed that there were indeed extensions, developed on the platform before its IPO, associated with “push advertising”. The source said that CrossRider had chosen to cease monetising its extension advertising.

The company is working diligently to ensure malware isn’t developed on its platform, we were assured.

On the same day, Blinkx (LON:BLNX), the video search platform, reported losses of US$94mln.

Blinkx was infamously laid into by Harvard professor Ben Edelman in a blog post in 2014, in which he outlined his concerns over the practices of the company, called “The Darker Side of Blinkx”.

Edelman raised serious questions about the group’s business model and revenue reporting.

He accused several of Blinkx’s acquisitions of generating revenues by billing clients for inflated traffic and user impressions.

The video advertising group has never really recovered from it. The day it was published, Blinkx shares fell by more than 30%. Edelman’s exposé foreshadowed what was to come for many of these ad-tech companies, as an industry in its infancy started to mature.

The problem with ad-blocking and regulation runs much deeper than a battle between consumers and advertisers. It runs to the core of the industry itself.

But companies using the platforms also need to take a long hard look at where their content is appearing; as the experts have shown, the advertisers are not always innocent victims.

But what now?

It seems trusted publishers such as Google could step in and regulate it themselves. Analyst Andrew Darley of finnCap believes that the whole sector is such a minefield and only giants like Google will succeed.

No doubt they have the capacity to work round ad-blocking software, but it seems it would be in the best interest of publishers to work with the ad-blockers. After all, it’s what the consumer wants.

Dedicated “white-lists” of pre-approved advertisers would act as a much needed quality control benefiting both the publisher and the user alike.

In a note by broker Liberum, analysts estimate that over US$20bn of advertising spending has already been lost to ad blockers. That figure is expected to rise to US$41bn in the next two years.

Publishers take action

They found that marketers were paying for a third of ads that have zero opportunity of being viewed. Publishers are already starting to take the matter into their own hands.

UK media platforms such as Channel 4 and ITV now won’t allow users to view content if they detect the use of an ad blocker, and other publishing outlets, such as the New York Times and the Guardian, are trialling pay-walls and subscription services in place of advertising.

But those are difficult waters to traverse, as DeGroote explains: “Publishers generally have two levels of income - subscription and advertising. It is notoriously hard to get users to pay for subscription online, unless you’re the likes of Netflix and Amazon.”

Digital is too big to fail, remember. Ad-blocking is no doubt one of the biggest challenges faced by the digital sector. For the publishers of the free content we all take for granted, advertising just isn’t working as it used to anymore.

*Blinkx and CrossRider were contacted directly but were unavailable for comment*

[amt] 28/5/2016 08:29

1gw very interesting. The impairment must have been due to a permanent diminution in value.

Perhaps the only way to value Blinkx at the moment is to get a handle of the value of the IP
Not something I can do but an analyst in the sector should have an idea.

The IP is described on page 16.

the core of blinkx’s commercial model is technology that lets us target consumers by deeply understanding the context of any online medium, including the device they are using to etc etc

[geheimnis2] 27/5/2016 21:31

Mmmmm....a very bullish sign?

Don't tell loops!

Choo choo

[lance corporal winstanley ash] 27/5/2016 18:28

Why is the share price rising?

[football] 27/5/2016 17:10

One more blue day just like the sky above

[lance corporal winstanley ash] 27/5/2016 14:42

Is there a correlation between rise in Brent and adkarma traffic? Interesting.