Blinkx Share Discussion Threads

[kendonagasaki] 15/12/2014 20:32

Barkys MRS is so fat that when she takes a dump she causes a Tsumami!!

[1gw] 15/12/2014 18:01

leluot - that's a bit harsh I think. By AGM promises do you mean "late-summer PR push" and "investor roadshows"?

If so, I think there has been a PR push, even if it hasn't been as dramatic or shareholder-visible as we might have hoped for. IMO, the PR push included the Forensiq announcement, the new board appointment and the succession of articles (see blinkx site "coverage" page showing 5 articles between 5th August and 30th September). Maybe also the Skyrocket player announcement (7th Aug).

The PR push could also include the revamping of various websites that has been commented on on this bb. It could also include stuff going out through Burst Media News ("Burst Media News is a periodical newsletter for clients, publishers, partners and friends") which is where I found the updated Giant Realm summary page showing mobile audience was bigger than display audience according to September 2014 ComScore data.

There has also been a roadshow, although as small shareholders/shorters we didn't get to see it. The fact that they did use a slide on other ad-tech companies' share price performance suggests that they may indeed have been keeping to their intention expressed as: "The major drive here is to explain what/how and why the sudden down turn occurred and what actions the Company is taking to capture emerging opportunities" (from shroder's post 3207).

The fact that Richard Griffiths (twice) and River & Mercantile increased their stakes after 11th November may suggest the roadshow was reasonably convincing, although FIL reduced.

[sikhthetech] 15/12/2014 17:24

Samsung was supposed to launch a Tizen smartphone in India last week - delayed AGAIN...

[sikhthetech] 15/12/2014 17:18

Samsung was supposed to launch a Tizen smartphone in India last week - delayed AGAIN...

[football] 15/12/2014 17:13

LYFE MOBILE CASE STUDY

[stocky] 15/12/2014 16:40

Jarvis, I think some of the medium sized players are also in the same position. I can't believe Yahoo! still do not have a syndication company. AOL and YouTube players are visible on many other websites.

DailyMotion on desktop is looking so much more like YouTube.

[leluot3] 15/12/2014 16:21

Precisely 1gw

They have kept NONE of their AGM promises

They say nothing and they do nothing

What odds a third profits warning?

[barkboo] 15/12/2014 16:04

Jarvis - "standard automated response then"

This is big news, I guess HBS hope it will go away?

I think if enough people remind them that no action represents condoning Edelman bullyboy tactics...what would be for now the second or third time.

Whether it is with reluctance, they need to make their position very clear.

[jarvis4] 15/12/2014 15:59

Blnx will be lucky if it doesn't get trampled underfoot by the major beasts stampeding towards the waterhole.

[barkboo] 15/12/2014 15:56

Grandad - who did you get to read it for you....the machine? lol

[1gw] 15/12/2014 15:31

Investor roadshow. In the absence of any obvious pr on the subject I called FTI to ask about whether there had been an investor roadshow at the time of the 1H results.

I was told that there was - and that as usually happens the brokers (Citi and Numis) took blinkx round the city after the results call to meet with the biggest shareholders and also with some of those who might be interested in buying in. No new information (beyond what was in the public results call) was used in these presentations although they did use a chart showing how the share prices of other ad-tech companies had suffered over the last year.

So yes there was a roadshow, but no it doesn't seem to have been particularly different in scope to the one that usually happens at results time.

[geheimnis2] 15/12/2014 15:01

Exactly nickb


As soon as I read the elderflower exchange, I thought of the likes of clubbie, hotpants and begs

Pompous, delusional and self righteous.

[bennywin] 15/12/2014 14:45

Effing hell.
The old race card Stocky .
How pathetic has modern Britain become when you dare not mention colour for fear of prats like you making such stupid comments ?

Go and fall over and make a no win no fee claim while you are at it !

[bennywin] 15/12/2014 14:36

I am.
Lucky me !

[stocky] 15/12/2014 14:08

Probably Yom. Persuade the poor PI not to buy, so he can get shares on the cheap.

Blinkx now needs to steal the initiative. Now is the time for the "Investor roadshow" and a limited share-buyback, plus a release of positive news with the developments in Mobile and Smart TVs.

[yom kippur] 15/12/2014 14:03

Sikh, was that your 400k trade?

[amt] 15/12/2014 13:50

Company management is especially excited about the mobile applications advertising which is still in its infancy.

So maybe they are better prepared for Mobile than I thought.