Internet Business Share Discussion Threads

[yump] 16/4/2007 08:17

I see by the 0.25p rise that the bid excitement has already started ;-)

[12345th] 16/4/2007 07:46

... or for Valueclick to bid for ibg ...? After vclk's paper is much more highly valued than ibg's (at the moment) ...

[niggle] 16/4/2007 05:56

We just need Valueclick to be taken out next, now that would put a bomb under the sector.

[krakow] 15/4/2007 23:16

Re:DoubleClick

Some of the biggest names on the Internet appear to have already seen the value in DoubleClick's service - or its potential. Google and Microsoft are pursuing bids to buy the company, according to The Wall Street Journal, which said that DoubleClick's owner, the private equity firm Hellman & Friedman, has priced DoubleClick at more than $2 billion.

Hellman & Friedman, which paid $1.1 billion for the company in July 2005, did not return a call for comment on Tuesday night.


Historically, ads in traditional media like television and magazines have been purchased through human negotiation. But the auctions introduced by Internet companies like Google and Yahoo for search advertising have forced some advertising executives to look for more efficient ways to sell ads. Now some of the biggest names on the Internet, including Google and eBay, are seeking to participate more broadly in advertising auctions.

DoubleClick's revenue in 2006 was about $300 million, but some industry executives said that the auction service the company was introducing made it worth much more.


.............More at..............

[hirschnathan] 15/4/2007 22:35

what was doubleclicks revenue?

[niggle] 15/4/2007 22:24

Monday may go Pop!,,
Doubleclick @ 3bn

[krakow] 15/4/2007 00:24

From MoneyWeek.com

Statistic of the week

Internet advertising will
overtake worldwide radio
advertising in 2008, according
to media buying network
Zenith Optimedia. It forecasts
28.2% growth for the web this
year, against 5.2% for all forms
of advertising and only 3.7%
for traditional media. By 2009,
the internet will account for
nearly 9% of advertising.
In the UK, its most developed
market, the projected figure is
22.6% – more than double the
previous projection.

[yump] 14/4/2007 19:46

Tragic isn't it.
eps growth of only 26% !

Blimey, there's ftse 250 and 100 companies that would kill for 15% eps growth and they're already on p/e's of 20.

It could simply be a case of potential investors not really understanding what they might be buying. TD presents itself as an advertising/media group with all the accompanying catchphrases and jargon. IBG doesn't. Affiliates and researchers understand IBG but there's a likely gap before 'mainstream' investors do.

There's a basic large discrepancy between eps growth and rating. Its happened to lots of smaller companies before. Unless they trip up, the discrepancy doesn't go on for ever.

I've had 3 discrepancies disappear in the last year. Don't mind saving a few for this year and next year.

[slapdash] 14/4/2007 17:53

guys what implications does Google's purchase of Double click have??? Are they present in teh UK??? If so any worries there???

I don't think this is a market that can go to a monopoly as none of the advertisers or affiliates want that... so not too worried... and IBG could be a target itself...

Slapper

[stemis] 14/4/2007 16:17

Granted only 26% eps growth expected from last year to current year but that reflects the acquisitions and development of the media divion from last year.

Mainly it relects the run out of tax losses and increased tax charge. Underlying increase in PBT is expected to continue at around 60%.Y/E PBT Inc. EPS Inc.
2005 413 0.7
2006 1,116 170% 1.5 114%
2007E 1,870 68% 1.9 27%
2008E 3,149 68% 2.9 53%Tax charge in 2006 was 1%, by 2008 it will be 30%. In 2007 it will be somewhere in the middle. This depresses EPS growth. But by 2009 onwards EPS growth should match PBT growth. As Maz said to me, one of the unfortunate consequences of the strong 2006 was that tax losses were used up quicker, increasing 2007 tax charge and reducing EPS (and therefore EPS growth).

Maybe the stock market doesn't understand this and thinks IBG growth is tailing off?

[slapdash] 14/4/2007 14:45

last year agm was 17th May and they didn't say anything in particular...

so actually probably have to wait until June for the interim results I would of thought...

Slapper

[muffinhead] 14/4/2007 12:02

From 12/2/07
Maziar Darvish, Chairman of IBG, commented: "We have demonstrated the scalability of our business model by achieving significant, profitable growth for another year. During the year, we implemented the building blocks of an exciting new operation, IBG Media, which forms part of IBG's longer term growth strategy."



Commenting on outlook, he added: "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."

[muffinhead] 14/4/2007 12:01

26.5p less NAV 4.65...values IBG on 11.5 times current year EPS of 1.9p

Granted only 26% eps growth expected from last year to current year but that reflects the acquisitions and development of the media divion from last year.

Resumption of eps growth (52%) estimated by City Insights (from 12/2/07) for 2008





All building blocks for media division now in place and henoo working.

AGM just over a week to go so hopefully good progress to report.

[aleman] 14/4/2007 00:44

Google buys Doubleclick for $3bn

The deal comes just six months after Google snapped up YouTube
Search engine giant Google has agreed to buy web advertising network Doubleclick in a $3.1bn (£1.6bn) deal.



Recent rumors had Microsoft aiming to buy DoubleClick for about $2 billion, so Friday's announcement signals that a bidding war had erupted with Google, said industry analyst Greg Sterling of Sterling Market Intelligence.

The deal is a clear loss for Microsoft and it stands to affect Yahoo as well, because with DoubleClick, Google gets a much-needed boost in display advertising, Sterling said.

[omlaysause] 12/4/2007 15:13

I don't think this drop has anything to do with IBG but the general market today. DGM is down 7.1% and IBG 4.4%.

[aleman] 12/4/2007 13:51

Euro 2356



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[68steve] 12/4/2007 12:42

Where do you keep getting 19p from,25p appears to be support...

[nghomi] 12/4/2007 12:38

IMO the trading range is now tightened on IBG until probably October. I expect IBG will be trading between 19p to 30p for this period. The recent strong rise could not push it to 30p. All IMHO. I am assuming that 1H results would meet market expectations.

[aleman] 11/4/2007 20:35

Euro 2354



PrimePoker


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[aleman] 11/4/2007 16:18

UK 2137



ecarinsurance


Description:
eCar provides 100% web-based insurance where customers buy, amend and renew their policies online

This means sales are completely trackable and we have a very high click-to-quote rate of 50%.


UK 2363



Sambourne Furniture


Description:
All our ranges of bedroom furniture, living room furniture, kitchen units, tables and chairs are constructed using traditional methods such as dovetailed drawers and tongue and groove backboards. All our pine & oak furniture is made with 100% kiln-dried timber supplied from sustainable forests; there is no MDF or plywood used. Our painted pine & oak furniture finishes are extremely durable with a choice of smooth sprayed colours and the more rustic hand-painted look.


Our policy is underwritten by our own insurance company Southern Rock, which means, along with operating online, our premiums are highly competitive.
Also our policy has Breakdown Assistance (comprehensive only), Legal Cover and European Driving included in the price.

We also offer a unique Pay-As-You-Go option that is a monthly policy. The commission rate on this is lower (£10) as customers rarely renew it. However it's proving highly popular, again boosting conversion rates.
Our aim is to form a partnership with our affiliates and reward success. We look forward to working with you.

[krakow] 11/4/2007 00:59

Thanks andnmand, the whole show looks to be rolling along nicely. US merchants showing good growth and hopefully they're attracting some dynamic affiliates.

Shame the shareprice isn't showing the same kind of percentage gains!!

I think the market is going to want to see some Media Division contribution to revenue and ultimately the bottom line so it can gauge some kind of growth potential that it can put a figure on. I've just re-read the last research note on the IBG website and what strikes me now is what it doesn't say. There are multiple possibilities for new earnings growth but there are no forecasts for any of them. Hopefully soon there will be enough info here and there (about Henoo e.g.) to start taking educated guesses. Until then I think we'll stay in this 14 month old sideways channel.

imo this is way too cheap but it doesn't matter what punters on a BB think.

[aleman] 11/4/2007 00:51

Cheers andnmand.

UK 2189

Vegas24.com




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UK 1946



Premierline Direct


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UK 2340



888 Bootcamp


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Euro 2204



Rafael Hoteles


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Euro 1814



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US 2371



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US 2372



Cinema Talent Offer


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CinemaTalent is currently running a promotion where new customers can win a trip for 2 to the next American Idol auditions.

[andnmand] 10/4/2007 22:44

Merchant numbers updated at the end of march are as follows   UK USA EURO Total OUT IN CHANGE Dec-05 467 63 9 539 15 27 12 Jan-06 467 67 11 545 24 30 6 Feb-06 482 82 12 576 19 50 31 Mar-06 502 88 12 602 19 45 26 Apr-06 527 95 13 635 14 47 33 May-06 532 100 15 647 31 43 12 Jun-06 540 102 15 657 28 38 10 Jul-06 543 116 16 675 26 44 18 Aug-06 556 124 16 696 26 47 21 Sep-06 555 129 17 701 24 29 5 Oct-06 571 142 18 731 25 55 30 Nov-06 590 149 19 758 33 60 27 Dec-06 602 151 20 773 10 25 15 Jan-07 611 155 22 788 26 41 15 Feb-07 620 161 24 805 22 39 17 Mar-07 623 158 24 805 50 50 0  

[andnmand] 10/4/2007 22:41

My invoice on affiliate future has been updated for the end of March. The following is the increase in my invoice number month by month which I believe to be a measure of the number of active affiliates (i.e. those who earn some commission in the month but not necessarily the minimum £20 required for a payout). Date Increase in Invoice No. 31/03/2007 86404 28/02/2007 84182 31/01/2007 81814 31/12/2006 80062 30/11/2006 76698 31/10/2006 68459 30/09/2006 65667 31/08/2006 61558 31/07/2006 59445 30/06/2006 57358 31/05/2006 55665 30/04/2006 54586 31/03/2006 45138 28/02/2006 45881 31/01/2006 45891 31/12/2005 35514 30/11/2005 33479 31/10/2005 31663 30/09/2005 18944 31/08/2005 39575 31/07/2005 27075 30/06/2005 18944 31/05/2005 35057 30/04/2005 14864 31/03/2005 23056  

[masurenguy] 10/4/2007 16:33

Some big trades today.
250K @ 29p - a Buy
100K @ 28.875p - a Buy
250K @ 28.5p - a Buy or a Sell ?
475k @ 28p - a Sell