Internet Business Share Discussion Threads

[nunc] 19/2/2007 12:52

I completely fail to understand some of the holders of IBG. The selling pressures all seem to be small trades, of 25,000 or less.

I can understand selling into strength. We will all at some point want to do that. But selling into weakness.....

[kenatbabken] 19/2/2007 11:59

Thanks niggle,Going below 30p again?with some quite heavy selling

[kenatbabken] 19/2/2007 11:40

I,m trying to post the TMN chart from that thread to show the similarities
between TMN last year and IBG recently but I must be doing something wrong!!
Can someone do it please

[hirschnathan] 19/2/2007 11:32

I think we will need a lift now or maybe an escalator will do

[hirschnathan] 19/2/2007 11:22

The steps look even nicer now, what about a nicely varnished banister?

[aleman] 19/2/2007 11:12

TMN rising. 2008 p/e 15.8. IBG falling - 2008 p/e 10.6. HHmmm.

[hirschnathan] 19/2/2007 11:10

Those steps are nice (in the graph), just a shame its down and not up

[kenatbabken] 19/2/2007 11:03

05-Feb-07 Altium Capital Buy 31.75p 44.00p - Reiteration
16-Jan-07 Altium Capital Buy 31.00p 44.00p - Reiteration
07-Dec-06 Altium Capital Buy 28.00p 44.00p - Reiteration
25-Oct-06 Altium Capital Buy 32.50p - - Reiteration
04-Sep-06 Altium Capital Buy 28.50p 40.00p - Reiteration
21-Aug-06 Altium Capital Buy 30.50p - - Reiteration
05-Jul-06 Altium Capital Buy 34.50p 38.00p 40.00p Reiteration
27-Jun-06 Altium Capital Buy 34.50p 38.00p - Reiteration
09-Jun-06 Altium Capital Buy 28.50p 36.00p 38.00p Reiteration
24-May-06 Altium Capital Buy 25.50p 36.00p - Reiteration
13-Apr-06 WH-Ireland Buy 24.75p - - Reiteration
31-Mar-06 Altium Capital Buy 28.25p - - Reiteration
24-Mar-06 WH-Ireland Buy 27.00p - - Reiteration
28-Feb-06 Altium Capital Buy 30.50p - 36.00p New Coverage
14-Feb-06 WH-Ireland Buy 29.50p - - Reiteration

I wonder if WH Ireland are going to carry on covering IBG

[niggle] 19/2/2007 10:18

Morning all, quiet mornin' an all that....

[stegrego] 18/2/2007 10:51

Stock exchange' opens for online advertisingPaul Durman
BRITAIN is to be the test bed for a new "stock exchange" of online advertising.

AdECN, the Californian company behind the scheme, believes it could greatly increase the revenues from online ads, while making it easier for advertisers to reach their target customers.

Online display remains based on a fixed-cost model adapted from traditional publishing.

One consequence of this is that many web pages, known as inventory, remain unsold if ad-sales firms are unable to find an advertiser willing to pay the rate-card price. Similarly, advertisers who would be willing to pay at least something to reach a web audience can find themselves priced out of the market.

AdECN has developed software that will automatically match buyers and sellers of online advertising.

Bill Urschel, the firm's chief executive, said: "What we are providing is constant liquidity and the best prices possible.

"Every single advertising impression is auctioned off our exchange - hundreds of thousands a second. A lot of large publishers don't sell half their inventory because there's no efficient way to do it."

AdECN has been in discussions with most of Britain's online ad-sales agencies, which work for publishers and advertisers.

Urschel said about half had agreed to join the exchange when it goes live on March 1.

AdECN will sell its members a seat on the exchange, for a nominal £1 initially. The firm will also charge a flat transaction fee.

"This is the equivalent of the London Stock Exchange's Big Bang in 1986," said Urschel. "That allowed the elimination of the middle man, the introduction of variable trading and electronic trading."

Yahoo has taken a stake in Right Media, another company that is seeking to tackle the problem of unsold inventory.

Right Media already has an office in London which is serving 3.7 billion ad impressions a month and expects to expand rapidly.

[krakow] 18/2/2007 00:28

Yump,.....yup. It's basically an advertising business that needs techies more than it needs advertising people. Once the advertising people (especially the TV advertising people whose days are surely numbered - TV is sooo last millennium) wake up to this massive viral threat IBG's share price will be somewhat higher than it is today.

[yump] 17/2/2007 22:18

>Krakow
I think you've probably summed it up there; certainly the word 'affiliate' to most people doesn't mean someone with a website where purchases made through their links are rewarded with commission by means of a tracking system that puts cookies onto the customers PC and matches them up with affiliate cookies on a merchants system, with the system administered by a separate network.

The idea that one affiliate website could also turnover hundreds of thousands in this way is another step into the unbelievable and a network turning over millions seems ridiculous.

Describe it to a financial analyst and you'll probably get a pretty blank look. Its also probably true that the average houseperson knows more about the net than the average multinational director.

However, just in our niche this last year has been a watershed in the type of people using our website.

I don't think we'll have long to wait now...

[krakow] 17/2/2007 22:03

The one main thing that keeps me here is Maziar's stated aim of building this business into something with a big enough footprint to attract a big player predator. Another media company is more likely to be able to put a much more realistic valuation on this than the LSE seems currently able to. When that happens 40p will not be on the map.

Ya' know what? I reckon the stock market still doesn't understand this business. Although with the share price progress at TMN it looks like they might slowly be catching on. Perhaps the broadlybanded interweb is a new type thingy in the South East!!

[yump] 17/2/2007 20:56

Its frustrating yes, but stocks stall inexplicably for lots of reasons and its not easy to know why. The growth is now there in black and white for IBG. That makes a big difference, perhaps not to us, but to the investors that might move in next week or next month, we don't know when, but they will. Some of them look 5 years ahead in their projections. They can't do that a week after results.

I've been sitting on Dmatek for ages and then suddenly this week off it goes. So did RCG, PGB etc. etc. market littered with long sideways movements. No worries.

[68steve] 17/2/2007 20:41

More questions than answers EPS 1.9 and tax losses used up,interims will have to beat forecasts to see share price move,Why put sweatband in a shop window when you have WWW,frustrated and baffled...

[kenatbabken] 17/2/2007 14:46

I like this bit Aleman

Network Stats Today
424
active publisher campaigns

71
active advertiser campaigns

[aleman] 17/2/2007 13:55

Interesting new stats on Alexa.

Popupad.net users come from these countries:
Brazil 11.0%
Hong Kong 8.8%
United States 6.8%
Argentina 6.6%
India 5.6%

More...

[kenatbabken] 17/2/2007 12:51

ASC has done phenomanally well for all those that kept the faith (Only wished
I had and not sold my 250 thousand in the mid 20,s} IBG has suffered from DGM
woes of that I,m certain also still classed as a recovery stock having floated
at 40p,DGM would be the reason why Fidelity have,nt invested as they got out
of them by the skin of their teeth at around 15p(Marborough bought the shares
I think so they are sitting on a large loss)
The rerating in IBG will come,Hopefully sooner rather than later (I think Altium might upgrade shortly, To around 50p and Strong Buy would be nice)
I have mentioned to Maz on a couple of occasions that IBG should be re-classified from the Computers and Software sector as that does not represent
what they now do

[williemanjaro] 17/2/2007 11:22

So long-term ASC shareholders have waited nearly 2.5 years for a 30% share price increase. In that same time IBG has risen from 4p to 32p, a 700% share price increase.

So, no contest there!

Inside small world TTB-except ASC has appreciated some 3000% in a similar period and a sizable top up could have been had when she dipped from 90p and touched 38p.
Infact I recall Initially buying two lots at 4p and having to wait for the second batch to be filled as there was no stock-those were the days!

[niggle] 17/2/2007 09:23

TTB, same to you, a week of peace at last! :O)

[taurusthebear] 17/2/2007 03:05

"Same thing happened with ASC (though the overvaluation was even more there). Got up to around 80p a couple of years or so ago and then slid down to around 45p at one stage."

Hi Arthurly, actually I remember this due to circumstances at the time. ASC just went above 90p for the first time about the same time as I bought my first IBG shares at a tad under 4p. That was in October 2004. So long-term ASC shareholders have waited nearly 2.5 years for a 30% share price increase. In that same time IBG has risen from 4p to 32p, a 700% share price increase.

So, no contest there! The irony is that IBG is still better value. It seems to me that people can understand "Internet retailing" a lot better than they can "Internet advertising", yet the latter could well prove to be more profitable (for the company and shareholders) in the long run. Any scepticism about that can surely be countered by looking at the figures. It's the "Internet retailing" side of IBG that produces the poorest results - enough said! In the final analysis, the numbers will do the talking.

Yes, IBG may not sell digital video systems, or fancy clothes for teenagers, but if and when they come out with 2 million quid+ PBT for 2007, how can the market ignore it? Don't forget that WPP was a penny share in the late 80s. Maz the next Sir Martin Sorell?

Gong Xi Fa Cai! ;0)