Internet Business Share Discussion Threads

[stemis] 31/10/2007 07:50

Don't think its going to happen......................

[slapdash] 31/10/2007 07:46

bad luck boys...

[aleman] 30/10/2007 22:08

The above forecast is one that was revised down on the trading update. A 50% jump in the shares would still leave them down 30% from then.

[the blackster] 30/10/2007 20:47

If these shares jump 50% and profits are OK why the rns in the summer?

[stemis] 30/10/2007 08:27

Back to IBG......

Tomorrow is year end and I guess IBG should have a pretty good idea where they are for the full year.

Current forecast is PBT £1.6M and EPS 1.9p. That puts IBG on a P/E of 7.4 (fully taxed 9.6). Next year that drops to a P/E of 7.0 (fully taxed 7.4).

What a difference a year makes. Last year we were 'expecting' IBG to outperform broker forecasts, now we're 'hoping' they can meet them.

What will be interesting for me is turnover. Because of the discretionary investment spend going through P&L, reported profits have an element of artificiality about them. Turnover will show if IBG's growth strategy is still on track. Anything above £18M for the year would be fine (and £25M next year).

[coffeelito] 30/10/2007 08:17

Wouldn't it be great if IBG was sold before April? Could that still be on the cards?

[niggle] 30/10/2007 08:12

Aleman, you might have something there :O)

[muffinhead] 30/10/2007 07:58

How do you keep the videos relevant to your site...ie kinky shoes fetish videos separate from designer stuff?

Any investment only a small speculative punt until the earnings potential becomes more visible. Its an area that even autonomy's R&D may have difficulty up against you tube/google. Citigroup report is useless and share down 50% in 3 mths after seed investors taking profits...The brand may be useful

[aleman] 30/10/2007 00:45

No blinkx comment? Results were very good despite what shorters would have you believe. No webmasters fancy adding related video to their site and sharing the ad revenues? (Apologies if anyone considers this off topic or ramping but it is the same sector and quite interesting.) Upmarket shoe sellers might want linking in to the celebrity videos inventory where the technology is being put in place to click on shoes in the video and be taken to a retailer. ;-)



blinkx it
blinkx it is an award-winning video widget that enables users to integrate video into their own sites with just a few clicks. This free and simple tool allows bloggers and casual website builders to enhance their personal blogs, websites, or MySpace pages with relevant video streams.

blinkx it is easy to install. Users just go to blinkx it and embed the code straight into their blog, either as a drop-down menu, or as a Video Wall. Once in place, blinkx it draws on more than 18 million hours of audio and video in the blinkx index, making it easy to add pizzazz and highly-customized video channels to any blog post or website.

[aleman] 27/10/2007 18:22

I hold blinkx which is a bit of a fingers crossed investment but I just found the elusive broker note which gives some interesting industry info that will probably be of interest to some here. BLNX interims are out Monday.

[renew] 27/10/2007 12:48

Oh Dear Oh Dear. To think Ive invested hard earned money in this.
Tried to book a holiday and hire car through Henoo. What a shambles compared to other sites.Eventually booked a holiday on a site I was directed to which did give some info on hotel etc. But car hire after three attempts of reinputing all my info gave up and booked through another site which was straightforward and clear.
If this first visit is typical IBG are going nowhere!!!

[valustar1] 25/10/2007 15:41

Henoo email newsletter back!

[niggle] 25/10/2007 10:41

Has a habit of bouncing off it tho'

[hirschnathan] 25/10/2007 09:59

nearly hit 'all time' low

[hirschnathan] 22/10/2007 19:09

The biggets testimony to af ability in travel, is that I dont know any serious travel merchant that has left af, besides for virgin holidays, which seem to have left as a public merchant but seems to be still an af private merchant

[aleman] 22/10/2007 18:43

Probably dangerous to deduce anything but the US is clearly much busier than this time last year when it was just passing breakeven. AF has been a huge success in the UK and the US has the potential to generate the majority of profits in a few years if the model shows the same competitive strengths over there. This should be tempered by the warning that things change quickly in this industry so we may need some new strengths as well.
It is worth noting that we had considerable disappointment with regard to bid interest at the strategic review but larger US competitors may be noticing AF's increasing footprint over there which some might see as eating into their potential business. The thought of buying out a nuisance competitor and gaining a European toehold with a Spanish speaking emphasis could well appeal to a larger competitor in a maturing US market at some point.


NEW YORK (Thomson Financial) - JupiterResearch expects 2007 online holiday retail sales to total more than $39 billion, an increase of 20% over a year ago.

The Internet market research company estimates online holiday shoppers will increase 6% over last year to 126 million users. As a result of the expected increase, JupiterResearch estimates more than half of online retailers to increase marketing efforts, including more free-shipping offers than last year.

'This enticement will also translate to online retailers with brick-and-mortar stores who will likely beef up their use of percent-off discounts,' said Patti Freeman Evans, senior analyst at JupiterResearch

[hirschnathan] 22/10/2007 18:37

The usa team is growig as well

[coffeelito] 22/10/2007 17:27

What do you deduce from that Aleman? Thanks.

[aleman] 22/10/2007 17:02

Around 2% of abestweb users in AF forums currently. It was around 1% this time last year.

[aleman] 22/10/2007 16:51

34 staff this time last year. Looks like 40 going on 42 now.

[tonyr] 22/10/2007 16:35

BAHEID101, re Henoo Handpicked email: drop an email to or call Maz (or someone else at IBG in a position to answer) to pose the question to someone in a position to answer. Much better than someone here speculating.