Internet Business Share Discussion Threads

[cr4zyness] 10/4/2007 16:21

That could be a delayed buy?! Holding firm

[68steve] 10/4/2007 16:14

Looks like 725k been sold given share price reaction,not far off 1%...

[nghomi] 10/4/2007 16:12

Is 475k buy or sell?

[niggle] 10/4/2007 10:34

Looks like people just trading it.

[pay2click] 10/4/2007 09:36

Looks like we're back on track... this share is undervalued imo. I wonder why there is so much resistance?

[aleman] 08/4/2007 14:49

Missed off last week:

UK 2364



cityandshow.com


Description:
With a focus on the very best prices and immediate confirmation, cityandshow.com (based in the UK) specialises in worldwide hotel accommodation, transfers and attraction tickets.

We only advertise rooms that are instantly available via our user friendly online booking facility. A key concept of ours is "The price you see is the price you pay", all quoted prices include all taxes, service charges and we don't charge a credit card fee either hence the high conversion rate for visitors to our site.

Specialising in 3 star and above our hotels are handpicked to be in good locations and offer a good stand of accommodation.

Our best selling cities of Las Vegas, New York, L.A, San Francisco, Prague, Barcelona & Paris have great stock levels with great deals for advanced purchase and also last minute availability leading to high conversion rate giving you the affiliate significant earning potential.

We hold an ATOL Licence (9246) issued by the Civil Aviation Authority


UK 2194



Consumer Info


Description:
Merchant: Consumer Information Centre
The Consumer Information Centre is a lively, constantly changing and updating site featuring free catalogues and brochures for consumers. Holidays and travel, mail order and fashion catalogues, health products and home improvements are just some of the areas covered. We restrict the site to under 60 featured catalogues and brochures at any one time, and each visit to the site shows a new line up to keep the site fresh. There's always something of interest for everyone, young and old, male or female.


UK 2276



Direct Debt Solutions


Description:
Direct Debt Solutions specialise in helping clients benefit from government legislation that has allowed over 50,000 UK adults, who were struggling each month to pay their various unsecured loans such as credit cards, personal loans & catalogues to consolidate their payments to a more affordable level without taking out more credit. We can only help clients who are genuinely struggling with their payments each month.


UK 2360



Select Hire


Description:
selecthire.co.uk have the lowest prices on car, van and minibus hire by searching leading rental companies.

We excel at providing all kinds of non-standard car rental, including age 21-25 drivers, over 65 drivers, single journey hire, one day hire and airport hire for cars, vans and minibuses.

We search leading suppliers including Budget, Enterprise, Capital, Europcar and Sixt to provide the best quote possible.

The more unusual hire types, especially one day hire, vans and minibuses provide excellent conversion rates and enable you to offer more choice to your visitors.

If you require any specific creatives please contact us.


UK 2366



UK TV Slam


Description:
UKTVSlam is pleased to announce that the Euroleague Quarter Finals & Final Four will be available in the following territories:

UK & Ireland
USA
Canada
Germany
Netherlands
Belgium
Austria
Switzerland
Hong Kong
South Africa

* Pay £14.99 to watch the Euroleague until 31st Oct 2007 (Catch all of this season's action plus the opening weeks of the 07/08 season)

* Pay £1.99 to gain a 24h pass to watch live Euroleague action

The new payment options will also allow you to watch the BBL Finals weekend live and direct to your desktop.

Euroleague 1/4 finals take place on 3rd, 5th and 12th April.

The Final 4 is held in Athens from 4th - 6th May.

The BBL Finals Weekend is the climax of the UK's domestic basketball season and takes place in Newcastle on the 28th and 29th April.

Euroleague games are only available in the listed territories.

BBL Finals weekend is available to a worldwide audience.


UK 2342



Makoosh


Description:
With www.makoosh.com, you have the opportunity to offer your visitors something a little different in online jewellery.

Makoosh stocks a growing number of designer jewellery and accessory brands that are worn by celebrities, can be seen in the likes of Grazia, Glamour and Vogue; ranging from £10 - £180 in price.

We have a 30 day cookie period. We've introduced a 25% discount offer for first time customers. Delivery is £2 on all orders and free delivery for orders over £100.

We've been operating affiliate programs for a number of years now, so naturally; we're open to negotiation with regards to rewarding our most successful affiliates.

[waynerwayner] 05/4/2007 14:19

Looks like clear air to 34p to me...

[68steve] 05/4/2007 10:48

Upthetic,agree 30p is resistance and newsflow required to break thru probably..

[cr4zyness] 05/4/2007 10:46

All I know is I am averaging 25p so happy to hold for 12 months. The price is not dropped for no reason and if the reults are good then I see the high of 38.5p being surpassed ;)

[upthetic] 05/4/2007 10:38

30p is a real test point in my opinion...once past that 32p is the next hurdle...if things are still on the up then who knows where we will end up

[68steve] 05/4/2007 10:25

Looks like 30p coming soon...

[masurenguy] 05/4/2007 09:53

Why are you clogging up this thread with prints of L2 which become obsolete within a few seconds ?

[yump] 05/4/2007 09:31

BAHEID101
Interesting thoughts. There will definitely be some affiliates who don't want to manage all their adverts themselves, so IBG controlling delivery of relevant ads through an adspace on a publisher site could be very useful.

Plus there will no doubt be merchants who would like to be able to deliver advertising through IBG that isn't 100% affiliate. ie. At the moment, merchants have to go elsewhere for placement of other types of advertising. IBG may as well have a slice of that pie as well as pure aff. marketing.

That phrase still confuses me- sorry to bang on about it: "By owning media inventory, IBG is able to optimise existing online advertising network services to suit publishers." Shouldn't that read 'to suit merchants' - 'Publishers' in aff. marketing are the affiliates ?

Only media inventory is basically ad. space on a publishers site, and media buyers (merchants) buy that, not affiliates. IBG wouldn't be offering ad. space to affiliates.

I presume they are referring to the media inventory on some of the websites they've bought, which they can now offer to merchants.

[yump] 05/4/2007 09:20

hirsch
Thanks for that - didn't know summer was that much higher for bookings than winter.

[valustar1] 04/4/2007 23:22

I see the AGM date of the 24/04/07 is now on the IBG web site

Anyone got the Annual Report yet and if so does it show USA turnover?

[hirschnathan] 04/4/2007 23:04

Yump

Saw your question, thought wait for the hype to quieten otherwise you will miss my answer.

I emailed maz re H2 stronger and he explained that in H1 you only have december which is a big booking season but in H2 you have may june july aug so 4 versus 1. Holiday bookings greatly override any other commissions. I am just looking at my last travel commissions in the us it was $215 , $125 & $175 in the uk it was £10 £76 & £58. Now to get those sort of commissions in any other field takes alot. The fact that af have a niche in the holiday market means that H2 will be the stronger part of the year.

Regards

[guythomas] 04/4/2007 20:41

won't stop until 37p imco

[baheid101] 04/4/2007 17:44

Presumably if they improve the holiday search engine on Henoo they will make similar improvements to the white label search that is free for AF affiliates to put up on their site.

The networks are working hard at trying to differentiate their offer - AF have the white-labelled Henoo search for their travel affiliate, and Paid on Results and Commission Junction have both recently launched proprietary software that lets affiliates display merchants products better (contentunits.com and shopwindow.com)

Maybe IBG are investing in something similar and are going to trial it on one of their websites, or perhaps they are going to experiment with pay-per-call, cpc/cpm, or building a CPA ad-serving service (i.e. where affiliates give up ad space to IBG who then deliver relevent advertising from their merchants e.g. matching to keywords etc rather than the affiliates having to place and maintain the advertising themselves). Note that Affiliate Window have launched pay per call and adserving services.

IBG Media makes sense for a number of other reasons in my opinion - no.1 is the profitability, no.2 is as a lead generator of potential merchants for Affiliate Future.

The gross margin achievable is strucurally superior to that achieved by other website operators because IBG get paid twice - merchant commission plus Affiliate Future override of c.25%. The gross margin was 56% on turnover of £422k in the year to 31 October 06 although note that this only included the first 7 months of henoo (i.e. before flights, handpicked, hotels, car hire etc were added) and a 3 month contribution of the 'Cheap' acquired web properties.

Since then the revenues from the travel properties will have grown considerably - from memory a promotion through themutual added 130,000 members to the email database for the henoo handpicked newsletter. I have been pretty impressed with the emails I have received (they definitely compete for attention as well as competing emails from travelsupermarket and expedia IMO) and this should be driving significant transactions through the AF merchants promoted and onto the three IBG Media travel sites (Henoo, Cheapholidaydeals, cheapaccomodation).

Also I am actually quite positive on the netfreestuff site based on how much they paid for it (£120,000 for 200,000 registered users equals 60p a head) and looking at how much activity there is clicking through on the offers on a daily basis. It could do with a serious lick of paint and a rebranding but I suspect it is already surprisingly profitable.

BH

[yump] 04/4/2007 15:55

"By owning media inventory, IBG is able to optimise existing online
advertising network services to suit publishers."

Is there a post that explains this anywhere please ?
Maybe having a stupid day, but its one of the reasons for the Media initiative and I don't understand it. Duh !

[yump] 04/4/2007 15:49

PS
Maybe AF's business is a little easier to manage if there isn't the Christmas rush. Nice even revenue stream throughout the year.

btw
I presume Maz was saying that profits from the new initiatives will kick in in the second half. The interpretation occasionally (unless I've misread posts) has been that the 'normal' profitability will be delayed to the second half - but thats not true is it ?

[yump] 04/4/2007 15:39

Yeah, but no, but why ?
I believe it, just curious as to why May-Oct outperforms the first half historically and why this year is going to be even more so.

I guess this year is more to do with a standing start, so low revenue from holidays in H1 and much higher in H2, purely because there won't be much in H1.

Re: the historical trend - what's happening May-Oct that isn't happening as much Nov-April and actually reverses what one might expect to be the 'normal' Christmas trend ?

Is it perhaps that although we think a lot of people book holidays in the dark and cold winter, in fact a lot more book before or immediately after their summer hol ?

Or doesn't AF have the Christmas effect ? Perhaps that's the result of the big retailers (Christmas wise - reliable delivery - shopping for prezzies at known stores) being on other networks. ie. Hamleys, Woolies, Argos, John Lewis, PC World, Dixons, many of the main mobile networks, Next etc. etc. ??

[taurusthebear] 04/4/2007 15:35

Up - in one week's time, people will still be rubbing their eyes after Easter! :0)

[upthetic] 04/4/2007 15:29

I have to say that this could be in for a serious bounce over the next week (imho). The charts are way oversold and very similar to the charts of mid December prior to the price hitting 34p. It all looks extremely positive for me.

[waynerwayner] 04/4/2007 15:17

Good to see the rise holding up so far.