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[football] 27/10/2016 08:12

We are still at the start of a huge boom in mobile advertising
More than half of UK adspend has finally moved online but the shift to mobile has only just got started.

[geheimnis2] 26/10/2016 21:46

Great post footy!

All looking bullish here!

[football] 26/10/2016 21:43

looks like the rainman as been on the sunny D today with all the non-stop posting next door so maybe a bit of Calpol and we can all get a good nites sleep here

[sikhthetech] 26/10/2016 19:57

btw, which info in the header would you prefer to hide from readers..
The subsidaries???

Comscore/quantcast, so carla can post when it's rising...

you won't answer because the thread and not the content worries you...

[sikhthetech] 26/10/2016 19:44

Jarvis,

Is digi still shouting in your earpiece... lol


Nothing from you about 1R, as usual... nothing changes...


digitalis 14 Jul'13 - 23:33 - 57274 of 78936 0 0

oh there was mention of verti loaf,,,Jarvis was sent in to grill SC on it!....after a few mins SC had fobbed him off its nowt to get excited about,just a little sideline they are working on...lol...I was shouting in Jarvis earpiece "that's not what Val Sanford says" but the wire must av come loose!

[jarvis4] 26/10/2016 19:33

Just had a quick look in here. I see old slippery is posting his nuts off. Such is the nature of his postings that more and more people are now questioning his motives.

One look at his header tells you all you need to know - even before reading his posts. One thing he isn't in my view is a PI seeking reasoned debate.

I have been in and out of Blnx/RTHM since 2008 so obviously I must be one of the 'family' with multiple ID's intent on hoodwinking the gullible. On the other hand..........

[sikhthetech] 26/10/2016 19:26

25th Oct.. Application to strike off:
Blinkx (UK) Holding
and
Blinkx (UK2) Ltd


will appear in Gazzette on 1st Nov..Just before their fy accounts were due...

They made a solvency statement on 24th May.






According to CompanyCheck - 2015


Blinkx (UK) Holding
Cash £11.8m
Net Worth £118m
Total Current Assets £11.8m
Total Current Liabilities £398k




Blinkx (UK2) Ltd
Cash 0
Net Worth £24m
Total Current Liabilities £11.8m

[sikhthetech] 26/10/2016 17:31

1gw,
Didn't Langster just happened to pay his subs for a few weeks and appear on my old thread, to disrupt it...
He appeared just after fy2015 then disappeared after the agm...

that wasn't just an innocent coincidence...




1gw - 02 Jul 2015 - 17:06:14 - 1119 of 3454 Blinkx - 2014 onwards - BLNX
langster - the whole point of that link is that it is to the latest published filing by the hedgefund that the website has got hold of - so STT doesn't have to change the header everytime another filing comes online. Just like the link to blinkx shareholders takes you to the latest update blinkx has seen fit to put on their website and the Morningstar link takes you to their latest data. Your post 1112 on the other hand will be incorrect as soon as the website loads the 30th June filing.

Anyone would think you're simply trying to cause trouble.

[sikhthetech] 26/10/2016 17:17

and we're talking about Blnx, with vague statement...
How long did it take for them to actually rns about Pinball, Leadimpact etc... even Shroder, tried to tell investors who read his board that Leadimpact isn't a current subsidary, didn't he?



sikhthetech 31 Mar'15 - 15:46 - 7545 of 11757 0 0 edit

Shroder, what's your view on LeadImpact...
You seemed to have forgotten to mention them as part of your posts on Blnx businesses...

Shroder 31 Mar'15 - 15:52 - 7548 of 11757 0 0

<...>
stt, I have no idea what that company is or does, only the current blinkx business model which is complicated enough.

[sikhthetech] 26/10/2016 17:06

1gw,

no it wasn't... I'm trying to think of reasons why cash element is missing...
Like you say, it's possible, isn't it? what about currency post Brexit... nobody knows exactly what the cash figure is...

You've given an explanation, it's called a discussion...



1gw26 Oct '16 - 16:56 - 1571 of 1571 0 0 Moderate | Ban
STT - 1566

I interpret that question as deliberately setting out to plant the idea in investors' minds that R1 has been frittering away cash resources on bad investments in US bonds.

[1gw] 26/10/2016 16:56

STT - 1566

I interpret that question as deliberately setting out to plant the idea in investors' minds that R1 has been frittering away cash resources on bad investments in US bonds.

Maybe that's not how you meant it but I'm afraid the cumulative weight of all your postings over the last few months has led me to interpret it that way.

In terms of the merits of the argument itself, weren't 5-year and 10-year (or longer) US treasuries yielding more at the end of March (i.e. end FY16) than at the end of September (i.e. end 1H FY17)? Bond yields generally took a bit of a leg down as a result of the brexit vote didn't they? So presumably, they would have made money on a mark-to-market basis if they'd been invested in similar "corporate and government debt instruments" in 1H. But as I presume they want the money available at short notice in case any acquisition opportunities come along then I would have thought they would be more likely to be investing in much shorter-term bonds which, if they really needed to, they could hold to maturity rather than be forced to realise a loss on cashing in a longer-term bond.

So yes, your argument is theoretically possible, but I would suggest it's a long way down the probability scale.

[rocket fuel] 26/10/2016 16:18

sit back and chill out guys. this company has risen from the adware ashes and now on an upward trajectory. there could be an offer on the table before Dorothy starts clicking her heels this crimbo.

[sikhthetech] 26/10/2016 16:14

alex,

thank you for your post outlining your reasons...

[alex1621] 26/10/2016 16:10

STT ... analyst forecasts? I could go into the recent history of analyst forecasts regarding Blinkx, not particularly accurate to be frank. Personally, I look at the published numbers and make my own mind up ... and the reason that I bought recently was because the recent updates suggested that the new business model may well make it ... it looks like R1 have turned a corner. Now that assessment may turn out to be wrong, and I'll just have to take my loss on the chin. That's life.As for cash, I reckon they still have more than enough to see the project through to cash positive. I also suspect they are investing some of it in expanding their presence ... some may view lower cash as a sign of failure but I'm more inclined to see it as a sign of confidence that they believe that the business model will soon be generating its own positive cash flow. So they can afford to invest some cash.If my memory serves me right the last analyst set a price target at 42p? Not that I care but it does indicate more confidence in the business model, as there has been little analyst commentary in the 18 months or so before this.

[sikhthetech] 26/10/2016 16:09

1gw,

is this a reasonable question or do you think it's undermining the company?


sikhthetech26 Oct '16 - 14:50 - 1553 of 1561 0 0 Edit
The cash reported fy was $78.4m

This is reported as:
Cash, Cash Equivalents & Marketable Securities...

could the Marketable Securities be US Bonds, which at the time of the H1 TU, were continuing to trend lower...

Could it be that they didn't want to report cash and Marketabe Securities, hoping that the trend will reverse by H1 results...

[sikhthetech] 26/10/2016 16:05

in terms of interpretations of data or articles, it's called a discussion, isn't it...

Why is the share price trading within a tight range and vols low...

[sikhthetech] 26/10/2016 16:04

1gw,

nothing to stop anyone posting bull or bear points about 1R, is there...

I've been here a lot longer than you and I've seen how the confidence tricksters and their multiple ids work...


Have you noticed, despite the Q1 TU when they reported the often repeated 'materially ahead of management expectations' followed by the so called, great H1 TU, the share price has moved sideways within a tight range and low vols, now for 3 months....

Doesn't that show you that many PIs are not convinced...

Are you suggesting the market's not convinced because of me... lol

Why is it you never pull other posters up when they post lies and goading posts....

[1gw] 26/10/2016 15:58

STT - I would have to say that the whole thrust of your posting these days seems to be to undermine investors' confidence in the company. I don't see how you can seriously suggest that others are "confidence tricksters" given your own postings.

If you intend to present yourself as a balanced poster please can you do a bit of due diligence and apply some thought after reading something and jumping to a negative conclusion about the company and before posting it or posting something which might suggest such a conclusion to a reasonable reader?

I for one voted Alex's post up (as far as I can remember). I would have thought quite a few people read this thread because of the useful links that are posted and some of the rational debate that goes on. But I find it really tedious trawling through all the unsupported allegations of "confidence tricksters" and "multiple ids", invitations to call the FCA or police and (in my opinion) unreasonably negative interpretations of data or articles.

[sikhthetech] 26/10/2016 15:51

alex,

whilst you're here and I know you want to know about cash...
anything to say on this...


sikhthetech26 Oct '16 - 14:50 - 1553 of 1561 0 0 Edit
The cash reported fy was $78.4m

This is reported as:
Cash, Cash Equivalents & Marketable Securities...

could the Marketable Securities be US Bonds, which at the time of the H1 TU, were continuing to trend lower...

Could it be that they didn't want to report cash and Marketabe Securities, hoping that the trend will reverse by H1 results...

[sikhthetech] 26/10/2016 15:50

alex,

you got any analyst figures from other sources...
it's a simple question....

[sikhthetech] 26/10/2016 15:49

alex,

oh dear... 3-4 posters and 8 votes... yes, all adds up...
lol

[alex1621] 26/10/2016 15:44

It got 8 votes because it reflected what many were thinking about the veracity of your posts ... i.e. multiple IDs trying to mislead retail investors, confidence tricksters, etc. You're beginning to remind me of the Willy Wonka song "pure imagination"! You are making false accusations ... if a sensible and well researched poster like 1gw is making similar points you must appreciate that your own credibility is being seriously doubted.

[sikhthetech] 26/10/2016 15:29

oh dear, the confidence tricksters quick to vote up your post, any post which suggests I or the thread is wrong must be voted up, quickly... lol

Funny how alex's post got 8 votes so quickly despite so few actually posting...