Internet Business Share Discussion Threads

[the blackster] 29/3/2007 09:23

IPH is not in the same sector. It's a direct marketing business. IBG is in online media and connected to the increased spend in online advertising and the increased usage of the internet as a shopping medium by the great British public. Both advertising online and online retailing are rocketing - ho hype intended - but just look at the figures from WPP, Zenith Optimedia or the IAB. This business is registering growth with each set of results and will continue do so. I'm with Maz - if he says IBG are looking forward to this year with great optimism based on his record of understatement we should take him at his word.

[taurusthebear] 29/3/2007 09:23

The problem is that no-one knows whether it's the tail that wags the dog. That's the problem with all selloffs like this. People sell because it's going down just as much as they buy because it's going up. At the end of the day, no-one knows (at least, outside the company). :0)

[waynerwayner] 29/3/2007 09:17

Its just sentiment, damn do I wish I had spare cash to buy more of these at this level...

[masurenguy] 29/3/2007 09:13

Omlaysause - it makes you wonder, doesn't it !

[taurusthebear] 29/3/2007 09:05

Looks like it'll be possible to pick these up on a single-digit PE for this year if this selloff takes it down to 19p. :0)

[omlaysause] 29/3/2007 09:05

I agree, this is bizarre considering only 6 weeks ago we had this from Maz:

"Trading since the financial year-end has remained strong and in line with
management expectations. We look forward to the remainder of the current year
with great optimism," chairman Maziar Darvish said.

Is there something going on we don't know about?

[masurenguy] 29/3/2007 09:03

Why are these still being sold ?
The results were good, the forward projections are on track, the sector is positive (excluding IPH) and Microsoft are stalking Double Click which brings M & A into play !

[the analyst] 28/3/2007 23:36

Tried cheapaccommodation.com for a hotel in vegas in June, but it came up with nothing. That really is quite poor, but I guess it is still just work in progress for IBG in this new venture.

[the analyst] 28/3/2007 23:31

hirsch, I'm not worried at all. As I said, the share price can fluctuate in the short term, no problem.

I think that increasing earnings over the next two years will see a re-rating.

However, at this point in time it seems that the potential investors out there that could be buying are not buying. They are not confident, hence the low share price. That will change if the company perform as I, and others, expect over the next couple of years.

As krakov says, it's visibility and clarity that prevents institutions from buying.

At this stage I prefer not to have the institutions on board. Let them buy in a years time when the company are making bigger profits and they can take up stock from the PIs that are selling to take advantage of cgt relief

[aleman] 28/3/2007 21:57

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[krakow] 28/3/2007 21:24

hirschnathan, #1238. I agree with you but what the market needs to know is how much profit and where from exactly. Then the insts and others might get some idea of earnings visibility. You never know, some of them may even want to join us on board.

edit: Good to hear business could be coming our way from the competition. Bonus.

[hirschnathan] 28/3/2007 21:19

Ta

I think you are worrying too much. Af have a growing merchant base and will attract more merchants from cj as affiliates have fallen out of love with them. af have some niche products to offer travel feeds etc which will add alot of profit in the short - medium term.

[the analyst] 28/3/2007 20:20

The way the chart looks, it seems to be heading for 20p.

These fluctuations should be irrelevant to long-term holders, though. I'm looking to hold for another couple of years and hoping to see significant earnings growth come through during that time, that will result in a significant re-rating of the share price. The earnings are probably the most important factor going forward.

At the moment I feel the market is very uncertain about the IBG business model. Potential investors may well be waiting to ascetain whether Maz is likely to succeed with his new ventures, or not. Will they do as well as AF has done, or will their success reflect other IBG ventures, like the retail division or plentypoints?

[traidemark] 28/3/2007 19:53

stop loss kicked in today disappointed but rules are rules regardless of the stock.

dont like the chart .... dont like the markets at present so will wait for a lower price if it comes

[nghomi] 28/3/2007 17:39

Good to see that we have had some buying interest at last. But the sellers are outweighing the buyers at the moment. IMHO, we would need a trading update before the price start going upward. Let's hope that we get some sort of trading update soon.

[68steve] 28/3/2007 16:43

Averaging down for the wife LB ;-)

[valustar1] 28/3/2007 16:43

This is getting very tempting again

Buy low sell high!

[lord buffett] 28/3/2007 16:36

nghomi - which is why I managed to buy 25k at 25.25p (midprice) shortly before the close. (They weren't prepared to sell me anymore than that at 25.25p though, the next best being 25.44p.)

[gswredland] 28/3/2007 16:33

well must admit i am watching very closely to buy now!

[nghomi] 28/3/2007 16:27

Masurenguy,
Thanks I will put IPH in my watchlist.

I agree with Loard Buffet, the lack buyers is driving down the price at the moment.

[yachtmonster] 28/3/2007 16:24

A good opp (for those unlucky enough) to average down. Alternatively, for those with the spare cash, who aren't already overweight, a great opp to top-up.

[taurusthebear] 28/3/2007 16:14

Doesn't stop people from wondering though. I don't make the market, everyone else does! :0)

[the blackster] 28/3/2007 16:11

IPH is a totally different business so any relation between the two is false.

[taurusthebear] 28/3/2007 15:45

It's being tarred with the IPH brush (lower margins), now on a similar PE for this year given the fact that IPH expects H1 to be lower. Unfairly? That only IBG can clear up. :0)