Internet Business Share Discussion Threads

[masurenguy] 02/5/2007 15:50

The 'For Sale' sign does not seem to have set the market alight !

[aleman] 02/5/2007 15:03

I don't think he was prepared to do that, hence the review.

[68steve] 02/5/2007 14:48

If Maz wants to make an acquisition lets hope he does it sooner rather than later,placing 25pish ???

[aleman] 02/5/2007 08:08

Boo.com, the one-time fashion website that became a symbol of the dotcom meltdown when it burned through £100m in 18 months, is being resuscitated for the Web 2.0 era.

Seven years after the collapse of the original boo. com, the name has been bought by Ray Nolan, the founder of Web Reservations International. The new boo. com will be a hotel booking site, replete with the community features and dy-namic advertising that have become hallmarks of the new generation of online start-ups.

[the analyst] 01/5/2007 10:29

Cheers andnmand. That looks OK to me then, as the quality of merchants should be improving.

[andnmand] 01/5/2007 08:10

Hi Analyst, over the period you are talking about (5 months??) there have been 38 US merchants leaving and 45 joining.

[the analyst] 01/5/2007 00:13

Interesting to note that only 7 US merchants were added (net) over the last six months. Hopefully that has involved a lot of churn, meaning that the quality of the 158 US merchants is now far superior to the 151 merchants 6 months ago. Anyone know the churn of the US offering?

[krakow] 01/5/2007 00:03

Apr - Apr US merchants up 66%. It would be nice if this kind of US growth is already adding something to current year earnings.

Thanks andnmand.

Perhaps we will see the City remove those dark sunglasses and take a closer look here if the IBG team can get the story out.

[andnmand] 30/4/2007 23:31

Merchant numbers updated for the end of april are as follows    UK USA EURO Total OUT IN CHANGE 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 Apr-07 635 158 28 821 28 44 16   

[yump] 30/4/2007 20:57

Well I hope something interesting will happen here as I've been sitting on my hands for quite some time and now feeling a little numb.

[the blackster] 30/4/2007 20:43

I just topped up 160,000 at 30p so it's a hold for me. With all the excitement around the sector that's got to be good value.

[taurusthebear] 30/4/2007 15:23

Well, I top-sliced a few, got back roughly what I paid for them over the past few months. Summer's coming and IBG's shares have underperformed for over a year now. Whilst that might imply adding more rather than selling, I'd rather take the cash and await opportunities elsewhere. Holding for a potential bid or buyout is speculative. Most of my 4p IBG shares are still running, though. :0)

[waynerwayner] 30/4/2007 15:12

Some recent buyers will have made 20%-30% so a good return on the investment and probably the reason for whats being sold.

[the blackster] 30/4/2007 14:43

Strange to see selling when we know what potential valuation could be on the cards...

[lauders] 30/4/2007 05:29

A mention of the IBG meeting in this great post by AliceinWonder1 over on the TMF site:



Doesn't go into any new detail, but the post in general is worthy of a read.

[yump] 29/4/2007 22:03

The tale those Alexa graphs tell could well be changing over time imo.

Isn't there a possible 'macro' issue, certainly in the UK, around the question of whether the majority of reasonable sized and established retailers who were ever going to run affiliate schemes are now running them.

In which case the ones joining generally now (not just AF) are perhaps not as likely to stay the course - either because they haven't a big enough budget to run it for long enough to do a proper evaluation or they're later into the game and just won't get promoted by affiliates as the affiliates now have experience of good converters. If you've got a couple of good converters and a relatively unknown company comes along in the same field, what's the likelihood that you'd promote them ?

Personally we're always on the look out for new merchants, but have only promoted a handful of new ones in the last few months. The new ones have got to look pretty damn good and be reasonably well known brands for us to place them into the mix of eg. 5 good converters.

Hence much fewer and shorter visits to the networks. The right banners are sorted, most of the good conversions are own text links anyway, so no need to visit the network except to check on commissions.

Come Christmas 2007, we'll be running exactly the same PPC campaigns and site campaigns with the same merchants as 2006. In 2005 we were all over the place.

Plus the longer you go on as an affiliate, the less the temptation to keep logging on to see your hourly commissions !

[guythomas] 29/4/2007 21:53

RESULTS:
www.affiliatefuture.com

Estimate 399,800 visits in the previous 30 days.

[guythomas] 29/4/2007 21:52

i find more accurate than alexa

[the blackster] 29/4/2007 21:50

Top few merchants are most of the revenue. slapdash - your comment re quality is key

[slapdash] 29/4/2007 21:44

sure the keye thing here is the quality of the merchants... number of merchants isn't key.... but quality...

trading statement was positive so I think these graphs are probably misleading..

Slapper