Chiva20
- 16 Jun 2006 15:52
121 Media provide contextual advertising software operating through ISPs called PageSense. It analyses pages viewed on the web - both fixed and mobile - for keywords,phrases and URLs, and then generates appropriately targetted advertising. They have recently signed up a series of ISPs who hope to provide discounted, or even free, internet access subsidised by the advertising revenues that will be split with 121 media. Recent newsflow and director buying suggest the business is changing scale in a very lucrative sector. The company has already shown they can generate a couple of $s per month per internet user. A market of 1m customers is signed up with 70m under negotiation. There will be significant competition, but 121 seem to be first into the marketplace. The recent forecast from Canaccord is exceptional. Forecasts for this year have been reduced to a loss as the company has expanded management ready for massive growth. Profits are forecast to rocket in 2007 and 2008 with eps of 101p and 288p, but how realistic are they? Use the links below to decide for yourself.
http://www.121media.com/reports/Analyst_Report_04202006.pdf
http://www.121media.com
http://www.121mediasolutions.com
http://www.smartbrief.com/news/SIA/industryPR-detail.jsp?id=5C5F4222-CD98-471C-BB61-52356628581D&brief=SIA
Annual General Meeting June 2006 (set to be delayed because they are so busy)
Interim Period End June 30, 2006
Interim Trading Statement June 2006
Interim Results September 2006
Financial Year End December 31, 2006
2006 Final Results March 2007
http://www.iab.net/news/pr_2006_05_30.asp
moneyplus
- 08 Sep 2006 15:36
- 34 of 38
I tried to buy a few but no luck with selftrade a while back-must admit the heady rise has frightened me off as it could be a bubble. I checked it out and I really can't see where this valuation is coming from--is it all hope?? well done Chiva-don't forget to get it in the bank!
Chiva20
- 14 Sep 2006 11:05
- 35 of 38
Cheers Moneyplus, have top sliced a couple of times and then re added a few times aswell. To be honest I believe it is all hope, but then while it keeps climbing I'm happy to sit tight, somewhat nervously but then that's no different from any other stock I play!
Chiva20
- 15 Sep 2006 10:36
- 36 of 38
up, up & Away ...!
steveo
- 15 Sep 2006 21:26
- 37 of 38
really very upset i didn't go for these, any idea why the rise, volume looks low to me.
Chiva20
- 18 Sep 2006 11:36
- 38 of 38
The options rns, illiquidity & lack of stock, and the lack of competition/first to market model. Massive potential it could still very easily rocket or completely collapse. Bit of a punt, but worth it in my assesment.