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[fairenough11] 18/12/2014 20:14

7-Blinkx 49,869

[gowlane] 18/12/2014 17:33

well that's my understanding of it anyway 1gw, I suppose mgmt will always try and put the brightest gloss on things

I had not realised that bot fraud only became a major issue after Edelman, gosh we will be glad to put 2014 behind us

if the display revenue ad business is okay for Google it must be okay for us is my view

I remember SC telling us he had switched off the display ad business completely when he bought Burst in May 2011, SBM seems to have kept it going at PVMG and grown the business but I have no idea what is driving it

I think we would have had $18m more in H1 revenues if CPM rates for display ads had held up at 83c in our H1 results (as they had been in H2 FY2014) instead of falling to 50c - that would have put a different complexion on things

let's hope they have stopped falling

[1gw] 18/12/2014 17:08

Thanks gowlane, that makes sense. I guess management may then have tried to portray it as more proactive on their part than was the reality.

Do you have a view on why the conventional volume has grown so strongly throughout the period where premium volume has been falling? In particular why have conventional transactions nearly doubled between 1HFY14 (28bn monetised) and 1HFY15 (53bn monetised)? It seems too late to be accounted for by burst getting up to full speed (acquired at the start of FY12) and too big to be accounted for by Rhythm. Could it have been pricing strategy?

[gowlane] 18/12/2014 16:47

Re the discussion about higher cpm rates recently and the flight to quality, I have a different understanding to what has been posted

This was not an elective choice on our part, but a shift in the industry

We have been losing desktop business for the last 18 months, the revenues we lost were associated with lower value cpm rates for video

So revenues fell but average cpm rates went up because the business that stayed with us was the higher value stuff, which had premium rates possibly because more credible viewing statistics, better content, more verifiable audience etc

The question now might be whether we have to win back the lower value cpm rated business again for our desktop revenues to show some growth again – as the other ad tech companies seem to be doing

Or in other words if our revenues go up will average cpm rates start to fall off

I suspect that is what will happen, not at all bad though as I am sure we still make a tidy profit on that

I just don't want to see higher average CPM rates and lower video revenues again, we have to break that trend

[1gw] 18/12/2014 15:44

Think it's just "rounding error" football. This is the fifth time Oxford have changed their short by 0.02% or less. I suspect if they want to change their long-term short they do so by 0.1%, but they also day trade it from time to time and try to balance out so that their long-term short stays unchanged, but they don't always manage to close out the day trade volume exactly.

[football] 18/12/2014 15:17

down a little but closing a short

[rocket fuel] 18/12/2014 14:36

seven trading days left of q3 before the beloved BoD at blinkx reveal the decline in desktop and transition to mobile has hit the bottom line harder than expected!


Happy new year from 'Blundewing Bwian Muckshyster', Suranga 'on my toes' Chandratillake and Mike 'I don't like blinkx anymore' slaphead Lynch.

[kendonagasaki] 18/12/2014 13:32

So BRIAN gets the worst CEO award of year!What an incompetent man he is!

[sikhthetech] 18/12/2014 12:38

Rf, someone else also said Seanje is Orslega's brother...can't remember who...

[sikhthetech] 18/12/2014 12:37

Jacobeano, good posts...

[rocket fuel] 18/12/2014 11:53

current mkt cap standing at an over inflated £100m, I can see at least a 30% correction down to fair value at £70m (c17.5p) after trading comes in below management expectations for q3.

[jacobeano] 18/12/2014 11:21

Revenue - Overheads = Profit

Our key overheads are People & Technology Costs

If we can grow our revenues (e.g. Deal with Blog concerns, Streamline our Ecosystem (i.e. Integrate our Technologies etc) and Expand into new Markets e.g. Europe 2015) without increasing overheads ... profits will return & increase.

[jacobeano] 18/12/2014 11:02

Absolutely



In a nutshell we need to do more for less

[kendonagasaki] 18/12/2014 10:56

What biggie?The ride down to 15p on a third profit warning?

[barkboo] 18/12/2014 10:46

Stocky - send your view to HBS. You wont get a reply but the pressure will have some effect.

Catch up later.

[sikhthetech] 18/12/2014 10:43

lol...


begorrah88 18 Dec'14 - 07:24 - 232 of 234 0 0Moderate | Ban

That summary by Orslega [sorry, shroder] about how blnx have upscaled, in his opinion, is an extraordinary flyer.



bennywin 16 Dec'14 - 08:13 - 225 of 234 1 0Moderate | Ban

Shroder is Orslega in disguise.

[stocky] 18/12/2014 10:41

I just did a quick check on Twitter. They are still going after Ben Edelman.

Many people are focusing on his hypocrisy, greed and lack of integrity. To style yourself as a moral crusader and yet lack any of the necessary qualities that make for a decent human being is a disaster for all that come across such a character. He should now rethink his greed in taking money to destroy companies and acting as a stooge for companies with an agenda. His motivations are clear - money. A disgrace to Harvard and I am a little embarrassed for the friends/professors that have had to defend his actions.

[football] 18/12/2014 10:40

clubbie who's your wife doing this xmas cos we all know it's not going to be you!

[sikhthetech] 18/12/2014 10:34

Jacobeano, Cloud migration is going well...
will it lead to an improvement in figures..

[kendonagasaki] 18/12/2014 09:55

Jon c the board have indeed acted in a selfish and shameful manner!