Internet Business Share Discussion Threads

[the analyst] 29/3/2007 23:51

Cheers Aleman, nice to see a few more being added.

Hirsch, any chance you expand on the merchants you are expecting to move from CJ to AF? Thanks.

[aleman] 29/3/2007 23:49

US 2341



eMagazines
https://secure.emagazines.com/shop/checkoutaflnd.asp

Description:
eMagazines has offered legitimate subscriptions to the most wanted magazines online since 1999.

eMagazines has pioneered the $0.99 trial magazine offer online! If you're undecided about what magazine you want, now you can try it for only $0.99! If you're dissatisfied, simply cancel before the trial period ends. If you are pleased with your choice, do nothing and you'll get 1 more year of uninterrupted service at the lowest possible rate.

All PPC is allowed, but please refrain from all brand name bidding, or any variation of the term.

If you would like to run this offer through incentivized traffic, please email [e-mail] for approval.


US 2268



Franchise Gator


Description:
Welcome to Franchise Gator!

We pride ourselves on linking real people with real franchise opportunities. Search franchises, opportunities and business for sale listings to locate profitable home based business ideas, top franchise concepts for 2007, or high income business opportunities.

We are offering $8.00 per geniune inquiry.


US 2341



The Luggage Factory


Description:
Offer your customers the largest selection of name brand luggage, business cases, backpacks and travel accessories with one of the fastest growing luggage websites, and receive generous referral fees!

Affiliates of the LuggageFactory can be assured their customers will get exactly what they need when dealing with our luggage experts. With the LuggageFactory.com lowest price guarantee, customers are receiving the best deals online, with a wide variety of products to choose from. Whether it's for an outdoor adventure or traveling the globe LuggageFactory.com will be able to fulfill the needs of your customer and surpass their expectations.

LuggageFactory.com is offering 10% commission on all sales.

Please do not bid on our brand name, or any variation of the term.

[aleman] 29/3/2007 19:24

UK 2022



Altec Web


Description:
Altec are a supplier of technical products for Science, Industry, Trade & DIY.

- 30000 stock lines with same-day despatch
- Free / Low-cost shipping options
- Live chat support and web assistance
- Clean and clutter-free website
- Easy register-less web ordering.



UK 1672



My Ticket Market


Description:
MyTicketMarket.com is the only guaranteed online ticket marketplace where fans can buy and sell sport, concert, and theatre tickets to exclusive events throughout the UK and Europe. We offer consumers access to the largest guaranteed database of premier seating and sold out event tickets for all the biggest shows and matches.

Unlike eBay and other online ticket companies, all transactions on MyTicketMarket.com are 100% guaranteed. We offer Royal Mail, FedEx or UPS tracking, managed logistics, and live customer service. We provide a safe, easy, and convenient method of purchasing tickets 24 hours a day, 7 days a week.

[aleman] 29/3/2007 15:00

Yump - you cheeky monkey! LOL

[nghomi] 29/3/2007 14:58

Perhaps people are selling to offset against their CGT? I cannot see anybody to be in profit for the last 15 months. I expect more selling pressure until the end of tax year.

[gswredland] 29/3/2007 13:33

The last two trades as buys show as lower than the mid price..very strange...

[cr4zyness] 29/3/2007 12:19

Yump,

Fantastic made my day LMFAO!!!!!

[yump] 29/3/2007 12:17

(Credits-from an original idea by Aleman: "Inverted Empire State Building - very positive.")
(for anyone that missed the earlier banter) ;-)

[nghomi] 29/3/2007 11:12

As it has been said before, 24p attracted new buyers. We will see more trades when the company updates the market. Does anybody have the breakdown of the expected EPS in H1 and H2? I expect that all growth will be in the second half.

[waynerwayner] 29/3/2007 11:10

The trading volume shows there a lot of people watching this, maybe now we can get back into the 30's...

[omlaysause] 29/3/2007 10:54

Wow, nearly a million shares traded already ..... that's more than we usually see in a couple of weeks. Looks like we may have found the bottom!?

[slapdash] 29/3/2007 10:33

so this appears to be where the buying comes in....

too late for me as I dumped the whole lot at what will probably be the bottom... made a thumping loss.... but c'est la vie....

what worries me is a lack of director buys even though some have bought shares at much higher prices....

reduction in eps forecast when the finals were announced...

nevertheless... I think I will look pretty stupid for selling in the future.... and I think I am pretty stupid for selling...

but in companies with little tangible assets I think you have to be cautious... if I had of had more cash, though, I would of kept this position...

Slapper

[cr4zyness] 29/3/2007 10:07

Aleman,

LOLOLOL

[aleman] 29/3/2007 10:05

Inverted Empire State Building - very positive.

[liarspoker] 29/3/2007 09:58

Yeah - or one of those 'radical inverted diagonal cross slices on the Nth degree' should turn things around. :O)

[waynerwayner] 29/3/2007 09:53

"reverse hammer church bell thingy."...

hahahahahah

[stemis] 29/3/2007 09:51

Although I think there is some complexity about monetising NetFreeStuff (a site I'm not impressed with incidentally) and Hennoo, these are relatively small beer compared to the core AF business which I think is relatively understandable (?).

I think part of the problem is that 2006/7 is going to be something of a transitional year. We have

- significant increase in the infrastructure to facilitate the future growth potential of the Company.
- introduction of new management in E Commerce with consequent (short term) drop in turnover and profits
- roll out of geographic expansion using IBG Media to capture web traffic through new websites
- expiry of tax losses
- adoption of IFRS
- apparent back end weighting of profits due to a seasonality we have never really seen (noticed) before.

As a result there is some degree of uncertainty over how these will play in the accounts. If Maz et al can manage all of these whilst still hitting forecast for the year (which I expect them to do), then I think it will be an admirable achievement.

Patience as ever required.

[yump] 29/3/2007 09:45

Be very bullish if it forms a reverse hammer church bell thingy.

[ericban] 29/3/2007 09:44

Looks like I may have joined you at the right time for once, been watching for a few weeks since reading about IBG on the Fool site. Almost bought at 25 yesterday but got in at 23.75 today.
Best of luck
EB

[cr4zyness] 29/3/2007 09:37

Hope nobody was shaken out, up she goes!!!

[taurusthebear] 29/3/2007 09:34

Well, after it hit this low last year, it raced on up to 37p in the next few weeks.

Just goes to show what investors' thoughts are worth! :0)

[cr4zyness] 29/3/2007 09:30

As I said yesterday support 24p a great buying opportunity thanks mm's. The mm's are mopping the shares up so obvious in my opinion but what do i know ;)


MM Buying Activity
EPIC Stock Name Change % Cur Bid Offer Trd.Price Size Type Time
MLWT Mer.L.World WTS 0.0 0.0% 56.5 56.0 57.0 57.0 3,000 M 9:22:58
MLWT Mer.L.World WTS 0.0 0.0% 56.5 56.0 57.0 57.0 25,000 M 9:22:17
HRO H.R.Owen -41.0 -29.3% 99.0 98.0 100.0 100.0 5,000 M 9:12:01
IBG Internet Bus. -1.0 -4.0% 24.25 24.0 24.25 24.25 25,000 M 8:52:40
LAT LA Tasca 2.0 1.1% 185.0 183.0 187.0 187.0 3,000 M 8:33:41
BDI Bond Intl.Soft. 2.5 1.2% 206.0 205.0 207.0 207.0 2,500 M 8:29:26
GLD Gladstone 0.5 2.2% 22.75 22.5 23.0 23.0 25,000 M 8:08:38
CED Close Enhanced 1.5 0.9% 161.0 160.0 162.0 162.0 3,000 M 8:07:20

[yump] 29/3/2007 09:30

There'll be quite a few selling just because its broken down through the 27p level. Fundamentals don't come into it.

If there isn't 'something going on' then its understandable why the next raft of investors might not be ready to buy yet. I'm an affilate of quite a few years and while I understand the 'normal' model, its not been easy to figure out exactly how Henoo will earn for IBG. If its not that clear to me, then its really going to confuse investors who are looking for visibility.

Perhaps one of the costs of trying new areas - for some investors the strategy won't be very clear.

As someone said however, earnings will bring visibility.

What's slightly unnerving is that there are other companies around with equally 'complex' strategies, which haven't suffered the same relative weakness in share price

On the other hand, there's also plenty of companies that have suffered inexplicable drops outside their trading range, only to recover well above previous highs.

All I can think is that a mix of early investors leaving in drabs and consistently topslicing has coincided with a gap before later investors appear in any volume.

Trouble is, the more the share price drops, the more early stagers will conserve profits, although that should have been done near the highs, not on falls.

[tonyr] 29/3/2007 09:30

When a share, esp. a small cap, falls for a long time, a lot of folks naturally start assuming there's 'something wrong' that others know about and they don't. Obviously sometimes that's the case, but often, especially when it's just a continuous trickle of small sells from PIs, it's just Mr Market going through one of his extreme mood swings, which feeds on itself and for a while becomes self perpetuating as the fearful bale out. FWIW, I'm in for a few this morning for the first time, and on absence of any update from the Co. will probably buy a few more if it drops another 20% or so. Time will tell whether it's a good move or not!

[stemis] 29/3/2007 09:24

Strangely the RSPs don't want to buy or sell in any sort of quantity.

It's time like this you I wish I kept a decent reserve of cash. No doubt the price will bounce strongly before my EWD money arrives :(

Its rather bizzarre that the share price has gone nowhere over the last 15 months despite a near tripling of profits, but that's the stock market for you.

I can't see how a wheel could have come off the business in the last 6 weeks. We are only a month from the end of the interims so maybe we'll get some sort of feel for trading at the AGM.

Assuming Maz has kept a bit in reserve to at least come marginally ahead of forecast, then we are on a current year forecast P/E of 11.75 and a next year forecast of 7.8

Should be a 50% return from here for any buyers.