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BLINKX-new to the market--the next google?? (BLNX)     

moneyplus - 25 May 2007 15:19

I got some free shares in this one and also topped up on the profit taking. It's been all downhill so far but I feel this one could take off very quickly or be gobbled up by one of the giants. Anyone else joining in the wait and see brigade??

porky - 25 May 2007 16:23 - 2 of 272

Me

hangon - 05 Jun 2007 11:35 - 3 of 272

Wait and see for me, although I might buy a token number to receive the reports etc.
Reading the (45p) Launch blurb it seems only 20% of the company is being floated and I'm not sure if the significant holdings of Exec+Autonomy (being about 17%) means that puntersw are really supplying funds, of about 25m whilst getting very little of the action.
In the past I have considered floats of less than 80% to be private companies, since there is no point in retail shareholders voting.
Investors might like to consider just what they are getting at today's price of 50p.
So, I wonder if this share-distribution might be (partly) the reason the stock has not done that well considering some good news (?) has been lined-up so close to the float which seems a tad careless not to get the Agreement "in the bag" before tapping the Public.
Anyone know the background of the Execs?

The problem I have with these internet-based companies is that Execs think they are really valuable businesses - whereas they are mere will O'the Wisps since anyone can replicate the model - and maybe improve it overnight. It's true they could ahve good content at their diosposal but we have seen how Napster and YouTube have run rings round the conventions of "copyright" and if folk really want to see bored housewives doing silly things in their own home /on holiday etc there are any number of web-sites that provide that content....so I wonder exactly what Blinkx has that can't be matched elsewhere. Autonomy has some IP content (hence their investment - but I suspect it was largely a licence rather than real cash )....perhaps someone here can explain all the exciting benefits to the rest of us.....
The (lack of BLNX)- activity on this BB rather reflects my thoughts that this is an investment to avoid, at least until we see clear profits.
Moneyplus, can you give us a frontside view?

moneyplus - 05 Jun 2007 13:17 - 4 of 272

good rns out today re a contract with ask.com lifted the sp a bit. I don't pretend to understand all this company can do but I'm holding because it's in a hot area and more experienced pi's are certain it will be gobbled up by microsoft or something similar soon.

soul traders - 05 Jun 2007 14:32 - 5 of 272

Hangon, this co is using "advanced speech recognition technology" to enable search engines to find web content by virtue of the technology literally listening to what is being said on video clips. Why is it that you are convinced there is only a low barrier to entry by other players?

soul traders - 05 Jun 2007 14:33 - 6 of 272

for those who are still doing their homework:

About blinkx

blinkx plc (LSE AiM: BLNX) is the world's most comprehensive video search
engine. Today, blinkx has indexed more than 12 million hours of audio, video,
viral and TV content, and made it fully searchable and available on demand.
blinkx's founders set out to solve a significant challenge - as TV and
user-generated content on the Web explode, keyword-based search technologies
only scratch the surface. blinkx's patented search technologies listen to - and
even see - the Web, helping users enjoy a breadth and accuracy of search results
not available elsewhere. In addition, blinkx powers the video search for many of
the world's most frequented sites. blinkx is based in San Francisco and London.
More information is available at www.blinkx.com

hlyeo98 - 05 Jun 2007 14:37 - 7 of 272

I find Youtube quality is better and I also find it hard to believe Blinkx is more comprehensive than Youtube.

soul traders - 05 Jun 2007 15:00 - 8 of 272

but does YouTube search the speech on the clips?

the point is this (apologies if I'm boring people, but here's what the technology is about):

If you want to search the internet for a piece of text, you can find it by typing a portion of that text into the search engine (aka "googling it"). The search engine finds what you're looking for by matching the text in your input to text on the web.

You can't do that with speech or video, as there is no text to match.

There exists, however, something called "metadata". I'm not a techie, but a friend who recently had a website designed on his behalf explained this to me, and this is how I think the system works.

If you want your website to get a higher profile on search engine results, you would currently employ devices called "meta-tags". The meta-tag is a piece of vital data, selected by the website owner, by which the website content can be made identifiable to search engines. The content can then be given a higher priority in the search results, e.g. the sponsored results in ask.co.uk (I'm not a big Google user, so don't know what the equivalent is). Here's the point: the word used in the meta-tag doesn't have to be in the body text of your website content. So if you are selling alloy wheels for cars, you might include the word "tyre" in your list of meta-tags, so that anybody searching for tyres also finds a link to your alloy wheels in their list of sponsored search results.

Meta-tags are also currently applied to video clips which, by definition, don't contain text. Thus, if you have an entertaining clip of a man bungee-jumping from a bridge, you'd obviously include the word "bungee-jump" in your meta-tags so that people looking for clips of bungee-jumpers can find it. On the other hand, if you wanted the same clip to be identified every time somebody enters the phrase "extreme sports", you could also include that phrase in your meta-tags. The list of potential meta-tag words is endless, as it simply depends upon the imagination and the dedication of the website manager.

Clear so far?

Here's where it gets interesting. Blinkx's technology allows the search engine to recognise speech. So if the man shouts as he bungee-jumps from the bridge: "You owe me a bottle of Bud", you might not have included that on the meta-tags, but if you searched for "Bud" or "bottle", then the search engine equipped with Blinkx speech recognition would pick that up by recognising the speech.

Assuming the sound recording was good enough.

Are we now agreed that Blinkx are offering something slightly more powerful than exisiting text-based search engines?

In Blinkx's own words in today's RNS:

"blinkx uses advanced speech recognition technology to
deliver results that are more accurate and reliable than standard metadata-based
keyword searches."

Hope this helps.

ST.

(edited for clarity).

soul traders - 05 Jun 2007 15:35 - 9 of 272

And by the way:

Perhaps just talking about Google and YouTube and silly video-clips gives the impresion that the technology is only going to be good for messing about with (and yes, I do confess to feeling slightly disappointed that billions of pounds worth of cutting-edge technology are basically in demand so that fourteen-year-olds can send pictures of themselves sh*gging each other to all their mates' mobile phones and/or computers).

So, perhaps a good example of the technology's potential would be this: I have a friend who lectures in Islamic terrorism. At present, if you want to find out something about Islamic terrorism, you'd have to input "Islamic terrorism" or her name, or some other term which is either present in the text or in the meta-tags, into your search engine and call up references to papers she has written.

If, however, my friend gave an unscripted interview on Newsnight, you wouldn't necessarily be able to find the clip using the meta-tags, because perhaps the BBC's archivist only input a few generic ones such as "Islam", "terrorism" and "9-11", and you might or might not find her clip amongst all the mountains of info that your search would throw up. But if you knew that the clip contained a reference to "Salafi Jihad" (you'll have to trust me on this; I have read her stuff), or if you were simply looking for clips containing references to "Salafi Jihad", you'd type "Salafi Jihad" into the search engine and Blinkx would read the video archives and spit out those clips that contained the reference, including my friend when she says to Paxman the words "Western democracies need to consider the threat posed by the Salafi Jihad."

If you then wanted to make a video-documentary that included my friend talking about Salafi Jihad, you'd have the clips to hand and could edit them in or simply view them for yourself, depending upon the extent to which the BBC decides to make them available.

Hope this helps (I'm doing my best ;o).

moneyplus - 05 Jun 2007 23:22 - 10 of 272

WOW-I'm very impressed! Thanks ST-now I owe you a Bud!!

hlyeo98 - 06 Jun 2007 13:56 - 11 of 272

The graph says it all

Chart.aspx?Provider=EODIntra&Code=BLNX&S

soul traders - 06 Jun 2007 14:56 - 12 of 272

Owch! some chart!

MP, I hope you won't have to collect up empty bottles for the return of the deposits in order to buy me that Bud ;o)

Good luck to all, anyway. I'm biding my time (which is another way of saying I'm too scared to get in while the market is so choppy!).

soul traders - 06 Jun 2007 15:00 - 13 of 272

By the way, Hangon, you mentioned something about buying a small amount of stock in order to get the financial reports, etc. Surely you can read them online by going to the company website, plus any website offering the RNS's would also include the financial reports (including moneyam and a host of other sites, although FT.com is now a bit patchy in its RNS coverage compared with a couple of years ago). I know that if you get the published report it's usually presented in a nice, glossy book-like thing with loads of pictures, but does being a shareholder really confer much of an advantage in terms of access to information, other than allowing you to visit the AGM?

Just a thought . . . .

StarFrog - 06 Jun 2007 15:49 - 14 of 272

ST - Good explanation of meta-tags.

My concern with the equivalent for audio is that I hope that they have some intelligent filtering/screening with their search engine. Imagine if you asked to look for audio and video files with phrases that include words such as 'the', 'a', 'of' etc etc. The list of hits sent back would be mind boggingly huge!

In my experience, search engines of any form rarely deliver what they promise. It doesn't matter what you type in, you always seem to end up with at least one Japanese porn site. [Thinks - is that a bad thing, LOL]

hlyeo98 - 06 Jun 2007 16:36 - 15 of 272

Maybe it is a good idea if BlinkX is going to sell porn, then its sp will rocket.

hangon - 02 Oct 2007 14:46 - 16 of 272

Sorry guys, never thought it would be this bad ( but up 30% today! from somewhat lower than float).

Someone asked why I wasn't impressed with Blinx speech-recognition technology - - - - the reason is the way the video-clipsa re presented - for if they allow the Public ( or Trusted Users) to "vote" or provide a synopsis, then you have many brains working for free - there being no need to use fancy software.

The Wikipedia-effect demonstrates that big-bucks are not needed to creatate something valuable.

Furthermore, I don't watch video-clips and doubt that many will( to the extent they are willing to pay much for it.)..
- During the Dot-Com bubble there was a company offering old film clips ( Like the 1930's Hindenberg disaster )- but soon realised that no-one really wanted to pay serious money to watch a few sceonds - for this reason I doubt today's mobile-phones can deliver block-buster movies at 5 a throw.
Yes, Porn is maybe another aspect, but these days adults are unlikley to be willing to leave any "Audit-trail" and will prefer to buy a mag+DVD from W.H.Smith - I would, but don't yet have a DVD player.

Anyone here actually using Blinx - can they say how satisfied they are, - regular use etc...?

Soul traders: - I agree with all you say, but sometimes before I invest I want to see how the Execs work under AGM-pressure - if they are very smooth it may demonstrate a con - if they fumble then maybe incompetance..... It takes a careful judgement to determine if they are truthful and competant - something that only the AGM will provide. I usuall get it wrong some time later!

chessplayer - 03 Oct 2007 10:49 - 17 of 272

It seems to me,judging by yesterdays upbeat forecast on results,that the big thing going for Blinx is the prospects of online television.
I think that this opens up a whole new ball game,where the prospects must be huge!

dynamix - 03 Oct 2007 11:11 - 18 of 272

bought heavily into BLNX yesterday and some more today.

big things round the corner... rumour of possible Microsoft bid in papers today

theres also this from a while ago

http://money.cnn.com/galleries/2007/biz2/0708/gallery.next_disruptors.biz2/index.html

Toya - 03 Oct 2007 15:22 - 19 of 272

Thanks Dynamix. I got back into BLNX again yesterday, too - on the basis of the imminent results. But I've also thought that they could be a target for Google, so it's interesting to see your comment re possible Microsoft bid - which paper was it?

From what I've read Blinkx' technology is ahead of the game, and the fact that few of us are actually using it at present doesn't actually mean it's entirely redundant! (I was publishing books on home computing in the early 80s, when most people couldn't even imagine wanting to have their own, let alone one for the kids' homework!)

dynamix - 03 Oct 2007 17:34 - 20 of 272

it was just a comment from a reuters news piece on a round up of yesterdays rising shares..

heres an original article from earlier this year.. shows the speculation re Microsoft has been doing the rounds for a while.. I was told by someone Virgin Media had been alerted to it, dont know how much truth was in that though...

Yesterday's trading: Microsoft eyes Blinkx
Geoff Foster, Daily Mail
9 May 2007, 7:26am
Doctor Mike Lynch was Britain's first software billionaire. His beloved Autonomy flirted with the Footsie during the dotcom boom before falling dramatically out of bed, along with many other techno high-fliers, when the bubble burst in March 2001.

It took some time for him and the company to recover but the shares have doubled since January 2006. Sold down yesterday to 732p at the outset, they rallied strongly to touch 827p and close 34p higher at a 800p amid rumours that US computer giant Microsoft could bid for its Blinkx consumer division before it gets demerged and floated on Aim later this month.
Autonomy's management believe Blinkx has huge potential. It has a way to index and search for videos on the web or on a network using video indexing. Industry sources believe it could be better than YouTube. On flotation, Lynch's investors will own 80% of the business, with Blinkx management and Autonomy sharing the rest. Ordinary shareholders are to be offered one free Blinkx share for every Autonomy share they own.

Toya - 03 Oct 2007 18:41 - 21 of 272

Thanks Dynamix. I had seen that article - thought you meant you'd read something new today. Anyway, still useful here for those who missed it back in May.

Apparently The Independent had a 'buy' advice on Blinkx today but I haven't seen a copy. If anyone here happens to have read it, could you possibly let us know what it says?

dynamix - 03 Oct 2007 20:08 - 22 of 272

Yes it has been mentioned today.. I was refering to where the rumours probably originated

see "this is money" link.. goto bottom of article..

http://www.thisismoney.co.uk/investing-and-markets/tips-and-tactics/article.html?in_article_id=424940&in_page_id=23&ct=5

Toya - 04 Oct 2007 09:56 - 23 of 272

Many thanks Dynamix. Below is the mention in yesterday's Independent, which I've now located:

Blinkx was spun out of Autonomy and listed on Aim back in May. Despite signing up a slew of high-profile customers for its video search platform, including AOL and Ask.com, the shares have slipped to below 30p compared to a float price of 45p. Yet Blinkx expects its first-half results to beat analysts' forecasts as demand for online video continues to grow 'extremely rapidly'. Another growth avenue is its new video-based advertising system AdHoc, which it hopes will have a similar growth profile to that of Google's dominant AdSense platform. Blinkx's valuation rests on its potential and confidence that it can execute its strategy. It has got off to a great start and a 13% rise in its shares yesterday shows there is appetite for a good news story in UK technology. Buy

coeliac1 - 15 Oct 2007 09:29 - 24 of 272

There has been a breathtaking number of positive announcements of new business lately- presumably the benefits of this growth will start to appear in the current financial year. The goal.com deal looks exciting given the worldwide interest in football. Anyone any ideas what these deals mean in ?

moneyplus - 15 Oct 2007 10:39 - 25 of 272

Results due very soon after a positive trading update recently. One of the giants must surely be looking closely at snapping them up as well although Au. has kept a very large stake.

coeliac1 - 23 Oct 2007 11:18 - 26 of 272

Another good deal announced I see. Looks good for the current year.

coeliac1 - 25 Oct 2007 10:43 - 27 of 272

Results due next week, hence the upward move in anticipation. The huge sum paid by Google for a small slice of Facebook might benefit too.

chessplayer - 29 Oct 2007 13:19 - 28 of 272

The results look promising,beating all expectations,but judging by the drop in the share price,the market is not too impressed.

Toya - 31 Oct 2007 07:49 - 29 of 272

From The Times today:

"... Analysts at Citigroup said that investors had failed to understand the company, which is a key beneficiary from burgeoing video search and advertising. The bank gives an 80p target price."

I certainly agree with the first part of the quote, and look forward to the second!

BLNX floated this summer at above 60p - it's now half-price. A bargain in my view (but that's just mho).

annie38 - 31 Oct 2007 09:53 - 30 of 272

Toya: Think you will find that float price was 45p. Regards.

cynic - 31 Oct 2007 12:28 - 31 of 272

the h part of mho and cynic do not sit comfortably together!

Toya - 31 Oct 2007 13:48 - 32 of 272

Annie38: sorry if I got it wrong. I was in a hurry to get the snippet on for people to read if they were interested first thing this morning, and just referred to the graph on this website. From memory, I do recall that it went up quite rapidly on the first day of dealing.

markwhittle - 07 Nov 2007 09:22 - 33 of 272

Snippet from investor's chronicle
Blinkx boosted by video search growth

Created:
30 October 2007
Written by:
Stephen Gunnion

Web-based video searching is growing in popularity and Blinkx's unique technology - which uses speech recognition and video analysis to catalogue and find video - is much in demand. Indeed, since Blinkx was spun-off from Autonomy in May, searches using its technology have increased 280 per cent to an average 4.2m worldwide a day.

Advertising

So, first-half sales at the video search engine unit - which are earned primarily through advertising revenue - were 23 per cent ahead of the most optimistic analyst's forecast. The online video advertising market is estimated to reach $4.3bn by 2011 and Blinkx's chief executive, Suranga Chandratillake, says Blinkx is well-placed to benefit.

Pre-tax losses include $11.5m (5.6m) in demerger and flotation costs - Blinkx actually raised $50m from May's flotation and $43m is still available to fund growth. Hiring additional sales and marketing personnel will be a key focus, says Mr Chandratillake. And high profile new syndication customers include Ask.com, InfoSpace and RealNetworks. The group has also introduced native language search capabilities for France, Germany and Spain, making it the first video search engine player to address the western European market.

markwhittle - 07 Nov 2007 09:23 - 34 of 272

Blinkx in sunday telegraph 4th Nov...

Blinkx and you\'ll miss it

Shares in Blinkx (29.5p), the video search engine, took a pounding last week after its maiden results showed up bigger than expected losses. The market\'s problem seems to have stemmed from the fact that it spent about 5.5m in fees on its listing which does seem a little steep.

Revenues were $3m (1.5m), 23 per cent higher than the most optimistic analyst forecast, but operating losses were $2.3m.

Financially, Blinkx doesn\'t quite make sense yet. But its technology is good, as evidenced by a steady stream of partnership deals. It had done 130 content deals at the time of its IPO in May now it has 225 on its books.

Its core video search technology is the key. It allows advertisers to target consumers, based on the video clips they are watching. The likes of Google and Yahoo have nothing like this.

We advised readers to look at Blinkx back in July, since when the shares have dropped almost 30 per cent. As we said at the time, Blinkx, like all early stage technology companies, is a high risk investment. It is likely to be either a soaraway success or a total failure.

Analysts at Citi last week urged investors to look past the short-term issues and look at company\'s steady operational progress. Citi, the company\'s house broker, also increased its forecasts, projecting profitability in 2010 rather than 2011.

If you bought on our last recommendation, hang on in there. Blinkx is still worth a look as a highly speculative bet on new internet technology.

Toya - 07 Nov 2007 10:12 - 35 of 272

Many thanks for the info Mark. I think I might top up if the price drops further. As the above says: early-stage tech companies are high risk, but with Blinkx I still believe they have the technology of the future.

markwhittle - 10 Nov 2007 08:38 - 36 of 272

also this from FT
Blinkx to develop online TV service
By Andrew Edgecliffe-Johnson

Published: November 6 2007 02:00 | Last updated: November 6 2007 02:00

Blinkx is planning to develop its own online television service, entering the broadband video market in competition with mainstream broadcasters and well-funded start-ups such as Joost and Babelgum.

The Aim-listed video search group, spun off from Autonomy in May, announced last week that it had become the world’s biggest video search engine, with 4.2m daily searches of the 18m hours of online broadcast content it has indexed.

EDITOR’S CHOICE
Music videos become hits all over again - Oct-10
Music videos, only recently seen as a dying art, have helped propel YouTube to internet stardom
Google changes tack in media universe - Oct-10MySpace videos ‘most watched’ - Sep-28Warner to open video library to YouTube - Sep-18Apple, NBC stake digital video claim - Sep-12Wal-Mart sets stage for digital action - Sep-12Suranga Chandratillake, chief executive, told the Financial Times that Blinkx Broadband TV would launch by the end of its financial year in March.

The service, using peer-to-peer streaming technology, would work with content partners on specialist areas such as a health channel that would group together programmes on fitness, yoga and healthy eating.

The focus on such specialisms would allow for more targeted advertising, said Mr Chandratillake, a computer scientist who worked as Autonomy’s chief technology officer in California before the Blinkx flotation.

It would target neither the top end of professional broadcast content nor the mass of user-generated content available on sites such as YouTube and DailyMotion. “What we really like is the middle tier of content,” he said, voicing doubt about advertisers’ appetite for appearing alongside amateur video.

Blinkx, which raised $50m (£24m) in its initial public offering, believes its technology, which analyses video and profiles customers according to their searches, makes it more relevant to advertisers than search engines based on sometimes misleading ‘tagging’.

Having indexed an estimated two-thirds of the video available online, it has signed 225 content partners, including Fox and NBC, the US networks that last week broke away from the Google-owned YouTube to launch Hulu.com, their own online video site.

Mr Chandratillake said larger partners could command a 75 per cent share of advertising revenues generated through Blinkx.

markwhittle - 10 Nov 2007 08:42 - 37 of 272

this is excellent - interview on ABC news.....
current price fall frustrating....but linkedto wider market downturn

http://abcnews.go.com/Video/playerIndex?id=2747389

markwhittle - 10 Nov 2007 08:43 - 38 of 272

good blinkx discussion bd on iii.co.uk

Toya - 12 Nov 2007 07:41 - 39 of 272

Many thanks Mark!

hangon - 16 Nov 2007 16:03 - 40 of 272

I think stocks should be considered like "Art" - only buy what you like, since it may go down in value....
The whole basis of this stock is the watching of video-clips and I remind others that only a small amount of the company was floated - so your investment represents a very small amount of the whole and yr voting rights are almost nil.
Furthermore this is a US-stock and knowing how keen they are on "start-ups" I cannot understand why they wanted to come to London for their money - so I'm not in yet until I can see which way it's going.
I'm not convinced by the Meta-tag arguement, since I understand they are no-longer used, having been hijacked by programmers attempting to raise their search-engine listing. Sites like Google look at the traffic and the number of links, on the basis that a serious website will be part of an active network.....however, it won't be long before programmers buy block-sites so as to pitch-in plenty of links. I suspect that is why (looking at traffic and time-spent, etc.) is a far better guide to the relevance of a site.
It might be that Microsoft would buy them out ( they've got enough cash!), however, it would be easy enough for MS to re-invent the techniques used. Only when Blinkx is a "must watch" site would anyone be interested in their customer-base, is my take.
Since Microsoft "knows" just about everyone that's OnLine, I doubt they really need a few more. At least for now, IMHO.

tau - 16 Nov 2007 20:58 - 41 of 272

I was talking to a friend of mine who works in online publishing recently about the development of new web technologies and, more specifically, the emergence of Web 3.0 or 'The Semantic Web'. Not being particularly well-informed about web developments it was explained to me that the current system (Web 2.0) of text and data will most probably be superseeded by a system able to, for example, comprehend the exact question set to it in a web search and return a highly accurate, personal and conscious response to your search query. The result of this conversation made me realise just how primitive, and potentially obsolete, the current Google system of text-based and meta tag searches could be. It also triggered memories of a Citi note about a small company that used semantic language searches but was apparently yet to be fully understood by the city. After digging around trying to educate myself of the future of this current and seemingly very young web I couldn't help think that Blinkx has patented its search facility and that, even as it currently stands would be one of very few tech companies able to morph into this 'semantic web'. If one of the big search engines were to buy out Blinx it may be more for their patented technology than the viewer base that they have accrued. They may only have a small piece of advanced search technology but it is certainly going to be one that Youtube would like to get its hands on if only to aid with song lyric searching and relieve time consuming meta-tagging. All IMHO. I don't yet hold shares.

hlyeo98 - 16 Nov 2007 22:15 - 42 of 272

BLNX look set to drop to 15p...still too dear in this market now.

cynic - 17 Nov 2007 09:33 - 43 of 272

YUK!

Chart.aspx?Provider=EODIntra&Code=BLNX&S

moneyplus - 18 Nov 2007 11:24 - 44 of 272

definitely yuk!! long term however brave holders should get rewarded as it operates in a fast growing market and may get taken over---that's my excuse for staying in--not brave enough to add though but that's probably what I should do.

cynic - 18 Nov 2007 11:38 - 45 of 272

for my sins, i have them too, but certainly no good reason to add .... that would be falling knife syndrome

Toya - 19 Nov 2007 09:33 - 46 of 272

I must admit to having sold at 29p, when it looked shaky - albeit at a slight loss. Have bought back in today though as I'm not sure it's going to drop much further (famous last words).

hangon - 19 Nov 2007 12:21 - 47 of 272

tau, well reasoned reply. . . except I think you are wrong.
A paatent is only worth what you can afford to protect it. In the case of Blinkx I'm not sure of their millions they managed to get from London AIM investors, but it wasn't a fortune and early-investors probably took the cash.

The big players will be Microsoft, Google, Yahoo and a few more . . . they have billions of dollars and can buy Blinkx even before the float if they wanted to.


Not sure about the web-3 you mention.

The Web is in need of serious reform and that would need to be done at international level. There are concerns over content and copyright as well as security - it seems quite ridiculous that small terror groups can use the internet to organise their activities usinig what was intended to be a social and educational link.
Whilst it is true that most search-engines are fairly poor, that is because of the way we interact with the computer. Considering the power of modern PC's they are pretty dumb when you think that a 5-year old would querey the (badly written) address on a letter they were asked to deliver....yet a computer should still regarded as an open-door when it comes to hacking, phishing and other illegal acts upon your personal data.

Many open-source programs merely ape the originals, perhaps in the belief that up-take is more important than doing the job better.

If the internet changed significantly, would Blinkx's patents still hold true. . . . and has anyone (here) seen them?

I'm not sure what the fresh excitement is about Blinkx and TV - or is this internet-based TV? Either way I'm not convinced thss is a wise investment for three reasons:
1) Small % floatation - so PI's don't own much
2) Abilty to protect patents has yet to be proved
3) I doubt that folk will pay much, if anything for the service.

On the last point - anyone (here) actually paying Blinkx to use this "must-have" technology? Form a neat queue, please.

+ Finally, WB said he never invest in anything he doesn't understand....that goes for me also.

hlyeo98 - 21 Nov 2007 15:54 - 48 of 272

18p - still dropping by 10%

cynic - 21 Nov 2007 15:57 - 49 of 272

cut my losses this morning .... another dopey investment of mine

NickB - 21 Nov 2007 16:43 - 50 of 272

15p looks a good place to buy 1/3rd of float price!

hlyeo98 - 21 Nov 2007 17:54 - 51 of 272

10p more likely

Toya - 21 Nov 2007 18:37 - 52 of 272

I must admit that I sold again the day after I bought back in - and I'm glad I did or I'd have lost a lot more! Guess this won't go anywhere (but down) until it can make a profit.

cynic - 21 Nov 2007 19:05 - 53 of 272

good girl ..... tough discipline, but very necessary in these markets

hlyeo98 - 22 Nov 2007 13:13 - 54 of 272

Still going down - 16.75p now

NickB - 22 Nov 2007 13:16 - 55 of 272

hlyeo

I think 10p is cash level so yes thats also a good target, i will buy a chunk at 15p then if we get to 10p then buy another chunk, hold then for 2 years and see if they make it.

chessplayer - 22 Nov 2007 17:14 - 56 of 272

What I don't grasp about the continued fall of this stock ,is why it goes down when there are about as many buys as sells.Why not up! Who decides.
Please educate me.All the news flow is good,so should it be treated as though it is a big loser?

NickB - 22 Nov 2007 20:18 - 57 of 272

I think Blinkx must have fallen out with there broker big time as not an ounce of support so bears can keep pushing down, could see 10p next week.

Toya - 23 Nov 2007 09:18 - 58 of 272

You could be right, although it looks as though there are more Buyers than Sellers around today.

cynic - 23 Nov 2007 11:34 - 59 of 272

you are more likely to grow something profitable in your garden than in VIY in the near or even foreseeable future

Toya - 23 Nov 2007 12:03 - 60 of 272

Certainly no shortage of produce in the garden. But VIY has bounced back to life today!

cynic - 23 Nov 2007 12:16 - 61 of 272

a hanged (wo)man will bounce and twitch a bit too!

Toya - 23 Nov 2007 12:17 - 62 of 272

BLNX looks like it's being resuscitated, too. Plenty of Buyers, and sp up to 17-17.25.

cynic - 23 Nov 2007 12:25 - 63 of 272

am delighted .... and even more delighted to have chucked them out a few days ago

Toya - 23 Nov 2007 12:28 - 64 of 272

I thought you had work to do today Cynic!

cynic - 23 Nov 2007 12:29 - 65 of 272

this is hard work, keeping you lot entertained!

Toya - 23 Nov 2007 12:34 - 66 of 272

Oh good - keep going! I'll catch up after lunch.

chessplayer - 23 Nov 2007 14:42 - 67 of 272

I think cynic might be wishing to buy back soon. What is VIY anyway,if its not too rude to mention!

cynic - 23 Nov 2007 15:12 - 68 of 272

no, shall not be buying back unless i see good reason to do so ..... and that will not be on the back of hype (i hope!)

VIY = Vialogy

Toya - 23 Nov 2007 15:17 - 69 of 272

There were so many buyers about today that I couldn't resist a punt at 17p this morning. Will hold only for a short time though, keeping a sharp eye on the sp.

hangon - 23 Nov 2007 15:22 - 70 of 272

Chessplayer
It's another of these Overseas-based stocks that's over here for reasons no-one knows, understands, or cares. Didn't you know?
All the positive talk is ramping and the falling sp just reflects sensible UK-folk getting out - er, IMHO that is. If you do find out exactly what they do and who is buying it, perhaps you could post yr research here..(?)..
Expect plenty of flame, now.

chessplayer - 23 Nov 2007 19:01 - 71 of 272

Check out http://www.blnx.com
I can't say that I am all that much in the picture at the mo.,but online tv seems to be the name of the game. I believe that they will be launching a channel in the new year
They have signed plenty of agreements for their search technology,
Investor' Chronicle and Shares are both positive for the stock,not to mention several dailies.
It looks promising to me at any rate

Toya - 26 Nov 2007 17:23 - 72 of 272

RNS this evening:

Blinkx Plc 26 November 2007

Hitwise reports that www.blinkx.com recently surpassed Google Video in the UK
with weekly market share of visits

blinkx tops 4.5 Million Daily Searches, record growth Reported by comScore Media
Metrix, Hitwise, Quantcast and Compete.com

SAN FRANCISCO, CALIF. - November 26, 2007 - blinkx, the largest video search
engine on the Web, today announced new metrics from third party reporting
agencies, comScore, Hitwise and Quantcast, which confirm explosive growth in
search traffic across the blinkx network in the second half of 2007.

comScore is reporting a record 52.5 million unique visitors and 535 million page
views through the blinkx network during October 2007. According to Internet
measurement service Hitwise, blinkx increased its market share of visits within
the Entertainment-Multimedia category by 541% between January and October 2007, outperforming the growth of the industry. In addition, Hitwise is reporting
that www.blinkx.com recently surpassed Google Video in the UK with weekly market
share of visits. Compete.com also recognized blinkx as September 2007's fastest
growing video spot on the Web, with an increase of 188% in number of visitors.

chessplayer - 27 Nov 2007 08:16 - 73 of 272

Up 2.25 again today,at 22 which makes it up nearly 50% from its low of 15 last week

chessplayer - 27 Nov 2007 08:16 - 74 of 272

Up 2.25 again today,at 22 which makes it up nearly 50% from its low of 15 last week

Toya - 27 Nov 2007 08:47 - 75 of 272

Certainly looking a lot healthier this morning - and deservedly so.

Toya - 28 Nov 2007 07:44 - 76 of 272

From The Times today:

Tiddler to watch

Blinkx, the provider of online video search, was up p to 20p after Hitwise data showed that its market share of visitors on a weekly basis to its website in the UK had beaten Google Video. ComScore reports that it had 52.5 million unique users in October. Citigroup said that this was proof that Blinkxs business model was working.

chessplayer - 28 Nov 2007 09:56 - 77 of 272

When Blinkx announced their results,the broker suggested 80p as a price target,and it does look as though the worst is over.Still,who knows!!!!

Toya - 28 Nov 2007 10:07 - 78 of 272

I expect we'll be seeing some back-sliding along the way - it will be a windy path to the top!

cynic - 29 Nov 2007 08:49 - 79 of 272

GOOGLE
i would have preferred to start up a new thread for Google on its own, but MAM does not have US stocks n charts n stuff.
anyway, though BLNX just may make everyone a lot of money some time in the future, GOOG may be just as good a bet, even though it is already very much a heavyweight.

in May '05, sp was $218 ..... last night it closed at $692 .... that's not too shabby a performance in 2.5 years!

is there any reason why it should not continue onwards and upwards?
not obviously so, for while BLNX and the like can have little nibbles, GOOG has the wherewithal to develop the knowledge and applications and, if it sees fit, to gobble up young pretenders.

Toya - 29 Nov 2007 09:06 - 80 of 272

You're right - and I think that Google could use Blinkx's technology since it is apparently superior to their own. It's quicker and cheaper for the big guys to gobble up the tiddlers that have done the work for them - imho that is.

cynic - 29 Nov 2007 09:39 - 81 of 272

I'll take your word for it, but even if true, it does not mean that Google will want to snap up BLNX ..... if not, what then for BLNX and its sp?

Toya - 29 Nov 2007 09:43 - 82 of 272

Indeed, Google may not wish to snap up little Blinkx - wish I had a crystal ball! But in the meantime the sp will probably edge gradually upwards, stumbling along the way, while the whole online video market develops. Could be a couple of years before it comes into its own.

Meanwhile, I tend to dodge in and out of this one as I'm an impatient sort of girl! So long as I make a bit of profit each time it doesn't really matter to me where the sp is (so much for loyalty!).

cynic - 29 Nov 2007 09:48 - 83 of 272

i foolishly burnt myself on BLNX and see no reason to jump back in ...... though GOOG will inevitably have its moments, current sp is still some $60 from the year's high and looks to have good support at about $640 ...... Quantum Leap, whom i am happy to admit prodded me in this direction, has always rated the stock and has given it a very serious and interesting write up in this month's edition

Toya - 29 Nov 2007 09:57 - 84 of 272

I gather a lot of people got burnt on BLNX - sorry about that, Cynic, and I hope you'll have made up for it since.

I'm sure you're right about GOOG but I can't jump in there now - have committed a lot of funds to BRR (as you know) and a few scatterings elsewhere.

The best way to deal with BLNX is to watch the sp carefully, keep an eye on L2, watch the chart, and move in and out quickly - on the basis that nothing goes up in a straight line. If you apply that, and a reasonable amount of dosh each time, you'll keep making a profit. - This is just my approach, and I'm having to learn as I go along (having made some awful blunders myself, as you well know!).

Right: time for AZM webcast coming up now.

cynic - 29 Nov 2007 10:32 - 85 of 272

don't fret about it Toya ...... i make many investment mistakes and blame none bar myself .... as it stands, am delighted to say that my portfolio is still ahead about 10% on the current fiscal year, which considering the turmoil we have been through (and more to come?), is not bad

with regard to strategy, i certainly trade actively, but am far from convinced that the tiddlers are the way to make money, not least because most are far too illiquid ..... as a result, the spread is usually wide and if you want to sell in a weak market, you can be totally screwed or even find it impossible to trade at all.

Toya - 29 Nov 2007 10:39 - 86 of 272

Your strategy is obviously working for you Cynic, so - I'm sure you don't need me to tell you: just stick with that :)

Take another look at Blinkx some way down the line, when it looks more of a proven company to you. I read somewhere: "buy high, and sell higher" - meaning just that.

I know nothing at all about trading the FTSE and the DOW, as you do, so I just stick to what I can (at least to some extent) understand.

cynic - 29 Nov 2007 10:55 - 87 of 272

trading the indices can be very scary and one needs to watch carefully and continuously

Toya - 29 Nov 2007 11:02 - 88 of 272

That's exactly why it doesn't suit me!

ptholden - 29 Nov 2007 11:03 - 89 of 272

you aint ****ing kidding!!
Edit: Remark aimed at the old git Cynic :)

Toya - 29 Nov 2007 11:10 - 90 of 272

You'd better keep your eyes on what you're doing then pt - or you'll be back to working for someone else :)

chessplayer - 29 Nov 2007 18:32 - 91 of 272

There's only one good thing about selling at a loss.The way I see it,you then stop your fretting.
It,s as though you have had a cancer cut out!!

Toya - 29 Nov 2007 18:37 - 92 of 272

It's been a tough lesson to learn, Chessplayer, but you're quite right! And it's great to free up what cash is left and apply it somewhere else where it can prosper again.

Toya - 06 Dec 2007 17:29 - 93 of 272

Cynic: - hope you'll find this!

Good evening: I think you mentioned here somewhere that you were going to start a GOOGLE thread? And also I think you wrote somewhere else today that you were thinking of maybe cashing in your GOOGLE shares?

Well: I've just heard about the new Google-computer that is being sold in the US, manufactured by Everex. Apparently they can't keep up with demand!!

I put some key words into Google (surprise-surprise!) and came up with this link that tells you something about it - you may already be aware of it of course, but it was certainly news to me:

Info on the Google 'computer'

It's much cheaper than a Microsoft-based pc etc etc: have to find out more myself, but enough here to do your own research I hope!

cynic - 06 Dec 2007 17:41 - 94 of 272

If the powers that be would input a link that would access Nasdaq (and Dow) prices and charts, I would happily start a thread

Toya - 06 Dec 2007 17:42 - 95 of 272

Ah - right... Anyway: probably worth considering holding onto your Google shares for now.

cynic - 06 Dec 2007 17:46 - 96 of 272

they are certainly performing very well for me .... my major conceern is the aftermath of the Fed announcement linked to the fact that i shall be abroad on biz and in a diff time zone (+3-4 hours) and also unable to watch the markets throughout the day

Toya - 06 Dec 2007 17:52 - 97 of 272

I would just sit on the Googles - you don't need to be checking them every day: they can quietly look after themselves imv. It's a whole new concept in computer power that doesn't rely on Microsoft, but uses Google technology instead. It's perfect for non-business users, who spend most of their time on the internet, and playing with photos etc.

cynic - 06 Dec 2007 19:18 - 98 of 272

you're prob right, though as am quite heavily o'weight, may just bring them back to norm while i am away .... shall dwell on it

Toya - 06 Dec 2007 19:43 - 99 of 272

I'm sure you'll work it out... Just wanted to make you aware of the latest developments in US.

Is this another Dubai trip you're going on?

cynic - 06 Dec 2007 19:55 - 100 of 272

indeed ...... will have no time for golf, that's for sure, but at least may manage to buy Christmas pressie for No 2 Son (VAT-free at least) .... and of course yours - lol!

Toya - 06 Dec 2007 20:03 - 101 of 272

I thought you'd already got me a presy - don't mind another though! Sons are v expensive - I only have the one, but he costs as much as three put together.

cynic - 06 Dec 2007 20:25 - 102 of 272

2 sons + 1 daughter ..... at least they have all left the nest, though we all go away together at Christmas

Toya - 06 Dec 2007 20:32 - 103 of 272

That sounds fun! Mine is still a student - only a couple more years before he can keep himself in the manner to which he would like to be accustomed.

cynic - 06 Dec 2007 20:54 - 104 of 272

believe that and you'll believe anything! ...... he still has to get a job, let alone a well-paid one

Toya - 07 Dec 2007 06:54 - 105 of 272

Good morning Cynic - re son: luckily he has a strong work ethic and a (not-unfounded) belief in his own abilities. So I have every confidence he'll be able to keep me in my old age, which is creeping up on me by the day - lol

cynic - 07 Dec 2007 08:04 - 106 of 272

u have e-

Toya - 07 Dec 2007 09:10 - 107 of 272

e- ? eternal optimism? - well, one can dream...

Re BLNX: sp seems to be going sideways currently. I'm doing short-term trades here: sold at a reasonable profit yesterday, having held for a few days, but see no point in leaving money languishing for long. Will watch carefully for a time to get back in there.

cynic - 07 Dec 2007 09:44 - 108 of 272

E-MAIL!

Toya - 07 Dec 2007 09:48 - 109 of 272

Oh thanks - I'm not too good with abbreviations here! I'll have a look :)

shadow - 07 Dec 2007 14:24 - 110 of 272

Blnx not worth the current price 14 to 14.75p and lowe will be available soon.

Toya - 11 Dec 2007 08:04 - 111 of 272

Another partnership for BLNX:

Blinkx agreement with Raindance

crinkle - 11 Dec 2007 14:52 - 112 of 272

godd volume so far today

crinkle - 11 Dec 2007 14:52 - 113 of 272

godd volume so far today

moneyplus - 11 Dec 2007 18:16 - 114 of 272

with all the new agreements they've been announcing I would expect good results can't be too far away!! more hits than google and lots of lovely contracts so I added a few today.

Toya - 11 Dec 2007 18:32 - 115 of 272

Good - BLNX should keeping edging upwards, and may even gather momentum one of these days!

chessplayer - 12 Dec 2007 11:05 - 116 of 272

Another good factor seems to be the more positive view on tech related companies.Because of there global spread,they are being increasingly viewed at the moment as better placed in a downturn.Mind you,that view might change tomorrow!!

chessplayer - 21 Dec 2007 11:40 - 117 of 272

Blinkx up another 2.25 today.up by over two thirds in last month.at 27.25

moneyplus - 21 Dec 2007 15:00 - 118 of 272

momentum gathering with all the new contracts being announced--is this the fastest growing company on aim? it must be high on the list-I wish I had some spare funds to add. most city boys don't really understand what this co. does and are not interested in it so they dumped their free shares from Au.---so I was told. Bet they're sorry next year!!

cynic - 21 Dec 2007 16:59 - 119 of 272

BLNX certainly doing well since i bailed out ..... but then so is GOOG!

chessplayer - 21 Dec 2007 18:01 - 120 of 272

I know the feeling.I sometimes think that everybody is waiting for you to sell.
The word is then passed around and the message then is "Now that that bastard has sold,lets all buy." The stock then skyrockets.
It is some comfort at least to know that it does also happen to others!!
The opposite also seems to apply all too often ,that is now that he has bought,lets all sell.

cynic - 21 Dec 2007 18:29 - 121 of 272

selective memory - what about the ones you did sell and kept heading south and the ones you should have sold and also kept going south!

chessplayer - 24 Dec 2007 10:28 - 122 of 272

I guess the key message in all of this has to be "Don't fall in love with your stocks,for they sure as hell won't fall in love with you"
Having said that ,however,the outlook in general for tech stocks is one of the best areas of the market
Happy holidays!

hangon - 24 Dec 2007 11:36 - 123 of 272

You say MAM doesn't have US-stocks by way of charts - but we get plenty of interference from US stocks IF they happen to share the identical EPIC with UK stocks....I've noticed many AIM-stocks "Company News" interferred with ( and sometimes overloaded by) - stock notices that have no-connection "here" at all ( other than the EPIC-error).
I've suggested we should prefix our EPICS with LO ( for London), but we need another code for AIM to avoid further interference....
[[Suggestion:
LO for London Ordinary market
LA for London AIM market
LP for London Plus market ( although I could exist without them!). . . ]]
It's not as though these Letters "cost money" - it's just poor software-grip on the situation from the Thompson-feed, I guess..
Grr.

moneyplus - 26 Feb 2008 16:59 - 124 of 272

announcements of new business links nearly every week-and an excellent one today. This is growing like topsy--I hope the next results will perk up the sp though -dire so far!

pumben - 26 Feb 2008 20:52 - 125 of 272

Anyone know when the next set of results are due ?

halifax - 26 Feb 2008 21:05 - 126 of 272

Year end 31/03/08 results sometime thereafter.Those who paid 45p per share at floatation wait with baited breath!

chessplayer - 27 Feb 2008 08:43 - 127 of 272

Isn't it hard work trying to make sense of all this? Despite all the good news,the price is languishing.
The broker ,don't know who that is,put a price of 85p on the stock a few months back.
There has been quite a good volume on the trading side, so that does sound as though there is a good deal of interest,at any rate. Hang in there.

coeliac1 - 27 Feb 2008 08:53 - 128 of 272

I would like to see some sort of pre-close trading update. All these deals look great but at the end of the day it's the translation into real revenue and profit which will propel (or otherwise) this share.

moneyplus - 27 Feb 2008 11:35 - 129 of 272

I tend to be optimistic as they have plenty of money in the bank and all these deals. I have been adding and now hold 35000 small cheese for some but if this takes off like google or it's parent co. autonomy then I'll be very happy! Should this become a giant only the figures will tell the story---until then it's bargain basement or buy a dud!!

chessplayer - 14 Mar 2008 08:35 - 130 of 272

A lot of buying in blinkx this morning,up 1.25 to 16.75
Anybody know why?

Joe Say - 14 Mar 2008 08:45 - 131 of 272

F & C have taken a 10% holding - By anyones book I would say that that is a serious institutional stake.

Camel - 08 Apr 2008 15:41 - 132 of 272

I am confused, please help! :) There are all these deals being made and the price doesn't move in the right direction. What's up?

halifax - 08 Apr 2008 15:47 - 133 of 272

The answer is simple until Blinx produces its financial results nobody knows what all those deals are actually worth or their impact on the bottom line.

cynic - 08 Apr 2008 17:17 - 134 of 272

what's up? .... patently not the share price!

Camel - 08 Apr 2008 17:36 - 135 of 272


Thanks halifax. Any predictions on what the financial results are going to be like? And when are they?

halifax - 08 Apr 2008 18:23 - 136 of 272

Camel they may issue a trading update any time soon as year end was 31/03 /08 anybody's guess whether they are trading profitably.

moneyplus - 08 Apr 2008 20:29 - 137 of 272

If the update is good they will move up pretty swiftly---I can remember when AU. was down among the pond life --wish I still held them!

pumben - 07 May 2008 19:51 - 138 of 272

Any thoughts on the expansion of the sales team, the compasny must feel confident for the future prospects, any views ??

halifax - 07 May 2008 19:57 - 139 of 272

Well they can afford to pay them for a while from cash resources but what we need is some sales figures and news of profitability.

chessplayer - 07 May 2008 20:40 - 140 of 272

Todays' news was all about them taking on sales staff re advertising sales.
There was a comment suggesting that revenue from video and online tv would reach $7.2 billion in the U.S. alone by 2012.
Half of that amount would not seem too bad!

Toya - 08 May 2008 08:36 - 141 of 272

I was pleased to see the announcement about the sales team. The company has loads of partnership deals now, and I can't help noticing more and more online video clips appearing so I feel sure they are in the right place with the right technology.

Toya - 08 May 2008 14:13 - 142 of 272

Glad I got back in to this early this morning - already up more than 20%. I do feel we may have seen the last of the sub-20p share price (hope I've not enthused too soon!).

pumben - 08 May 2008 15:52 - 143 of 272

y the sudden surge ?

Toya - 08 May 2008 16:07 - 144 of 272

Here's an extract from news released this afternoon:

"blinkx Content Correlation Engine utilizes blinkx's patented technology and will
allow media companies that today attract some of the largest and most profitable
online audiences to automatically match textual and video assets on every single
page of their websites, seamlessly morphing readers into viewers, in order to
drive massively increased revenues."

For full text click on link below:
Blinkx's technology can increase revenue

I think all the ingredients are now finally starting to pull together: the technology, some experienced sales people joining the company, the strategic partnerships already forged, the recognition that blinkx can help to drive up revenue, etc.

Wish I'd bought more this morning than I did!

Toya - 08 May 2008 16:13 - 145 of 272

I also think this little snippet from yesterday's news release is relevant:

"The online TV and video advertising market is growing
exponentially:
a recent report from Forrester Research forecast that
the market will reach $7.2 billion in the US by 2012."

Toya - 08 May 2008 16:31 - 146 of 272

Blinkx is up 40% in just one day! This must be its best day since floatation

moneyplus - 08 May 2008 17:04 - 147 of 272

At long last!! I'd sold some of mine but topped up again today and hope to keep adding. They are way below the float price still and Autonomy Ceo still holds a nice chunk--looks as though with results any day the market has woken up to the prospects of this co. If they perform like Au.---I'll be very happy as I took profits far too early on that one.

Toya - 08 May 2008 18:31 - 148 of 272

Well Moneyplus, looks like you should be well in the money this time!

moneyplus - 08 May 2008 18:50 - 149 of 272

early days Toya but always hopeful! Are you in AFR? That could be a potential giant--I have only a few.

Toya - 08 May 2008 20:16 - 150 of 272

Hi Moneyplus, no I don't hold AFR currently - came out of it earlier in the year and then rather forgot about it. Thanks for reminding me - it's another shooting star by the looks of things

moneyplus - 08 May 2008 21:03 - 151 of 272

very early days for this one but look at AVN--target 25!!

pumben - 08 May 2008 22:39 - 152 of 272

Well it could happen I remember Imperial Energy (IEC) wass floated at 25p no more than 3 years ago and this one reached the dizzy heights of 18 ! So there is hope !!

Toya - 09 May 2008 07:49 - 153 of 272

Snippets from today's press (I don't have the full articles):

Daily Mail: Blinkx boosted by bid rumours from News Corp

FT: Possible Nasdaq listing rumours

chessplayer - 09 May 2008 08:09 - 154 of 272

looks like the log jam has finally burst, and about time too!!!
up 7 at 32 after only 5 minutes trade

Toya - 09 May 2008 08:10 - 155 of 272

Incredible to watch isn't it?!

Clubman3509 - 09 May 2008 08:27 - 156 of 272

I could kick myself. Tues this week I intended to buy at 18p but thought it would go down to 16. Stupid me today it is now up nearly 100% to 36p

dealerdear - 09 May 2008 08:29 - 157 of 272

Well done to everyone in.

This is just a raid by someone so I hope you've locked in your profit.

chessplayer - 09 May 2008 10:43 - 158 of 272

I don't think so.
the news out, is that Rupert Murdoch is looking at a 60p per share bid.
There must also be serious competition also from the likes of Google and Microsoft

moneyplus - 09 May 2008 10:49 - 159 of 272

Just logged on---wowee! Great start to the day can't wait to look at the others now.

moneyplus - 09 May 2008 10:51 - 160 of 272

Don't think AU. would let their stake go for 60p---the bidder would have to go way above that!

chessplayer - 09 May 2008 11:05 - 161 of 272

Absolutely.After all,they floated at 45p and they were at 67 on the very first day.
not too many months back,the broker set an 85p target.

dealerdear - 09 May 2008 11:19 - 162 of 272

Stand by what I say.

If a bid doesn't come in this will go back down again.

chessplayer - 09 May 2008 11:26 - 163 of 272

I expect their is something to that.However ,with all the deals falling in place,the results should be impressive.

moneyplus - 09 May 2008 11:46 - 164 of 272

I'm staying in as I think we've turned the corner--the results are key. The market potential is massive--bid could be coming--the city boys suddenly waking up to this one. pays your money takes your choice!! I know from chats I've had that funds were not interested in this one until the deals started coming in plus they admitted they didn't understand it and couldn't be bothered to thoroughly check it out as it was too small---fund managers like to play safe mainly but the signs definitely look promising but then I'm long so I would say that----DYOR!

hlyeo98 - 09 May 2008 11:53 - 165 of 272

BUY BUY BUY is the message

Toya - 09 May 2008 11:59 - 166 of 272

I've topped up today. What Moneyplus says about the fund managers makes a lot of sense - everyone thought it all sounded too techical and far-fetched at the time of floatation and gradually the city is realising the significance of what Blinkx does

dealerdear - 09 May 2008 12:13 - 167 of 272

Sorry to be the negative here and I'm certainly not attacking the cy just a comment on the sp.

This is all IMO of course.

The rumour is probably false and has been deliberately instigated so that someone can make loads of money of it. There were rumours of other companies yesterday such as DAN and the sp has not taken off the same. Even if the rumour is correct, for a 60p take-out the sp has only reached 35p and that is when all this news is fresh. Thus unless it materialises or is substantiated/reinvented over the next few days, the sp will retrace.

I have no axe to grind and congratulate everyone who has made money in it. To make a profit in this market is excellent but I've learnt the hard way that the golden rule is once you've made your profit, bank it. Nobody can then take it from you. As moneyplus says though --- DYOR

halifax - 09 May 2008 12:30 - 168 of 272

dealerdear you have made a very valid point it may just be a coincidence timing wise but BLNX's AIM admission document states that both Autonomy(10%) and Mike Lynch (8.7%) are free to sell their shares after 360 days from 22nd May 2007.

dealerdear - 09 May 2008 12:47 - 169 of 272

Halifax. presumably you are making the point that a potential bidder is buying those shares up?

halifax - 09 May 2008 12:53 - 170 of 272

Possibly as they are likely to have to sell them to an institution otherwise in view of the size. That is of course if they want to sell at all. Dont forget the old maxim buy on the rumour etc!!

gibby - 09 May 2008 13:29 - 171 of 272

60p will be achieved and very surprised if not exceeded

halifax - 09 May 2008 13:40 - 172 of 272

RNS BLNX directors have no knowledge of any takeover bid.

hlyeo98 - 09 May 2008 14:16 - 173 of 272

oh dear...this has roll back down...false rumours have occurred. I just sold nursing a loss

hlyeo98 - 09 May 2008 14:21 - 174 of 272

Blinkx moves to quash bid rumours - AFX

LONDON (Thomson Financial) - Blinkx Plc. issued a statement saying that it 'is not aware of any external bids or bid-related reason' for the recent rise in its share price.

At 1:32 p.m., shares in the software developer were up 2-3/4 at 27-3/4, down from an intraday high of 38-1/4.

The company's shares were boosted Friday by rumours swirling around of a 60 pence per share takeover for the company, possibly by Rupert Murdoch's News Corp.

TFN.newsdesk@thomson.com

moneyplus - 09 May 2008 14:38 - 175 of 272

I'm still holding for the results--any time soon. Microsoft, Google and News Corp are all well aware of the merits of this co. and have sniffed around before---only a
matter of patience IMO.

Toya - 09 May 2008 16:34 - 176 of 272

I'm holding on also(unusually for me!). I believe the fundamental technology is what it's all about, and I thought this little snippet that I came across today was interesting - and would show why Google might be interested:

"More people visited Blinkx-linked videos by weekly market share than Google's UK service, data compiled by third party reporting agencies like comScore, Hitwise and Quantcast showed in November."

Furthermore, the sp has recovered reasonably well, considering the earlier panic sell-off.

moneyplus - 09 May 2008 17:26 - 177 of 272

I added a few on the dip--no smoke without fire! mind you some people made loads today on trading. I just think the people buying 500000 lots today are not buying for a quick buck. If this copies Google sp I'd be well pleased!

gibby - 12 May 2008 12:41 - 178 of 272

I am holding - this with patience will keep rising even without an imminent bid - but i am equally sure a bid will be forthcoming eventually and a bid war to follow - blinx small bucks spend wise to the giants of google etc & Toya picked up interesting item also

Toya - 13 May 2008 07:43 - 179 of 272

BLINKX plc

CAMBRIDGE, England and SAN FRANCISCO, California - May 13, 2008 - blinkx Plc (London AIM: BLNX), the largest video search engine on the Web, will announce preliminary results for the year ended 31 March 2008 on Thursday 15 May 2008.

A teleconference call to discuss these results will be hosted at 9.30am BST on Thursday 15 May 2008. The call will be available live via webcast over the World Wide Web. To access the live webcast, investors are directed towards the investor relations section of blinkx's website, www.blinkx.com. Investors should go to the website approximately 15 minutes prior to the start time of the call to register

gibby - 13 May 2008 20:51 - 180 of 272

expect good news!

cynic - 14 May 2008 10:53 - 181 of 272

judging by sp reaction (surge followed by dump), webcast was something of a damp squib

halifax - 14 May 2008 11:06 - 182 of 272

Webcast is tomorrow.

gibby - 14 May 2008 11:12 - 183 of 272

thanks halifax thought i had lost track of time for a moment!!

cynic - 14 May 2008 11:24 - 184 of 272

ah well .... obviously just spike and puncture then!

halifax - 14 May 2008 11:25 - 185 of 272

Just nervy profit taking.

chessplayer - 14 May 2008 18:09 - 186 of 272

Get in there Cynic!
This is the real deal

cynic - 14 May 2008 19:15 - 187 of 272

i already hold

Toya - 15 May 2008 07:30 - 188 of 272

Blinkx - FY Prelims

Financial results: revenues and results for Half ending March 2008 from operations in line with analyst expectations.

Company ahead of plan in move towards profitability

Content hours more than tripled since IPO, from 7 million to 26 million

Commenting on the interim results Suranga Chandratillake, founder and CEO of blinkx, said: "We are pleased to report a strong performance throughout this period; blinkx surpassed all of the business, financial and technology goals set at IPO . . . Throughout the year, we have cemented our position as a leader in online television and video. blinkx has a unique advantage in this new universe because our technology was built from the ground up to navigate rich media, and understands video and audio more deeply than any other solution today, and therefore we're able to evolve strategically and with tremendous agility to respond to external market trends . . . This is a nascent, dynamic industry but we're already seeing important trends emerging."



cynic - 15 May 2008 08:14 - 189 of 272

no wonder sp has tanked by 20% then!

Toya - 15 May 2008 08:32 - 190 of 272

Not sure of time of webcast: I've seen both 9:30 GMT and 9:30 BST in their press releases. Their website says GMT so that would be 10:30 our time

700202 - 15 May 2008 09:00 - 191 of 272

I still feel this looks good value with good upside,results not quite as exciting,but heho 76% gross margin will do.
The IPO costs have taken the lions share being a new company,but as time goes on and with the partner deals and new sales team I can see onwards and upwards.I am holding 100k and will wait and see.
The company is only 1year old (acorns to oaks)
And we might see a bid

Toya - 15 May 2008 09:39 - 192 of 272

Webcast about to start now

gibby - 15 May 2008 09:55 - 193 of 272

i am definitely holding - have friends in IT - this will rocket - good luck all

chessplayer - 15 May 2008 16:18 - 194 of 272

Not a great day for the share price,but looking on the positive side,there has been a 75% rise in Blinkx in the past couple of weeks.

gibby - 15 May 2008 20:39 - 195 of 272

had better days at the office!! but not worried by this - expected it really may be some more drop off tomorrow but this will bounce back - adds to the fun!!

Toya - 15 May 2008 22:30 - 196 of 272

It's been a detumescent (to use Cynic's word) sort of day - very disappointing response. Let's hope tomorrow and the weekend prove to be more fun for us all!

moneyplus - 16 May 2008 12:03 - 197 of 272

bouncing up a bit now---next week I'm expecting/hoping for more nice rises.

chessplayer - 27 May 2008 20:25 - 198 of 272

have you had a look at the blinkx website lately?
starting to look quite impressive

chessplayer - 28 May 2008 08:43 - 199 of 272

Blinkx reports this A.M. that traffic at the site is up 10 fold over the past year ,with dozens of new contract wins

moneyplus - 28 May 2008 10:28 - 200 of 272

mine are all tucked away--the growth is fantastic and imo it's only a matter of time before the sp follows or some big name pounces!

gibby - 28 May 2008 15:15 - 201 of 272

i'm holding too - it will happen - also google look like t

gibby - 28 May 2008 15:16 - 202 of 272

i'm holding too - it will happen - also google look like they are evaluating market place on several fronts at the moment would not be surprised to see blnx in the mix!

gibby - 28 May 2008 15:16 - 203 of 272

i'm holding too - it will happen - also google look like they are evaluating market place on several fronts at the moment would not be surprised to see blnx in the mix!

moneyplus - 28 May 2008 16:10 - 204 of 272

pardon gibby--:<)

chessplayer - 28 May 2008 19:07 - 205 of 272

That's an interesting idea Gibby!!
Say everything 3 times and maybe it will come true! Just like wishing on a star.
I wish I'd thought of it myself!
I wish I'd thought of it myself!
I wish I'd thought of it myself!

gibby - 29 May 2008 20:43 - 206 of 272

nice one mp - had a problem with my connection the other day!! apologies for the repeats!! & cp good to see you have a good sense of humour helps brighten the day, how do you delete a message do not seem to be able to correct this to one only?? also does wishing on a star help!!?? & in case you havent seen this...RNS Number : 3505V

Blinkx Plc

28 May 2008



Hitwise Reports blinkx Traffic is Surging, Video Index Reaches 26 Million Hours of Content

Video Search Marketshare Grew 10x in Last Year, Driven By New Content and Partnerships
SAN FRANCISCO, CALIF. - May 28, 2008 - blinkx, the world's largest and most advanced video search engine, today announced that its market share for video search is now 10 times higher than a year ago, as users increasingly turn to blinkx to find video content ranging from premium high definition movies and sports, to breaking news and top quality niche content.
According to Hitwise Intelligence, traffic to blinkx has increased steadily over the past year and its market share of visits for the week ending May 10, 2008 is 10 times higher than the same week in 2007 (May 2008).
In the same period, blinkx has added dozens of new content partners and increasingly powers video search and advertising for other Web sites.

'We've had a tremendous year and built out our business in a number of directions,' said Suranga Chandratillake, founder and CEO of blinkx. 'It's clear that there will continue to be great demand for our technology among users, advertisers and content owners who want to take full advantage of the thriving Video Web.'

Video Search Leader: 26 Million Hours of Content, 350 Media Partnerships

In addition, blinkx is announcing new growth milestones: with over 26 million hours o

moneyplus - 30 May 2008 10:29 - 207 of 272

Thanks for that--this is still very undervalued IMO but the city boys naturally think ---show me the money!! might be a while yet.

gibby - 06 Jun 2008 14:38 - 208 of 272

blinx increase lead over google....
http://siteanalytics.compete.com/blinkx.com+google.co.uk/?metric=uv

gibby - 08 Jun 2008 16:35 - 209 of 272

blnx scare google... http://www.thisismoney.co.uk/investing-and-markets/article.html?in_article_id=442625&in_page_id=3&position=moretopstories

Toya - 09 Jun 2008 09:56 - 210 of 272

Thanks for the info Gibby. Could do with a few more articles like that to rejuvenate the sp

chessplayer - 11 Jun 2008 10:16 - 211 of 272

What,s going on with the sp?
News is good,no more sellers than buyers!
Might it have something to do with Google's fall in price?

scotinvestor - 11 Jun 2008 11:40 - 212 of 272

downward trend.....plus shite markets.....june is going to be a bad month....it already is.....too much pain in uk as housing, airlkines and financials r all bad....plus retail and pharmaceutical are depressed

gibby - 11 Jun 2008 12:44 - 213 of 272

mms! Remeber - private investors often get caught out by some market maker manoeuvres. But there's a simple way to avoid that. Be confident in your original selection, and don't be distracted by short-term noise. IMHO keep hold of blnx - & add where poss. (like now) & ignore MMs - this will correct soon.

hlyeo98 - 11 Jun 2008 13:16 - 214 of 272

Loving one's shares too much can be hazardous.

dealerdear - 11 Jun 2008 13:18 - 215 of 272

You know hlyeo that's a couple of sensible things you've said today.

I actually find I'm in agreement with you. You changing?

chessplayer - 11 Jun 2008 15:01 - 216 of 272

Personally,I think that Blinkx is the best thing since sliced bread!
The trouble is,I guess,there are still plenty of people about who prefer to slice the bread themselves.Does that make sense?

dealerdear - 11 Jun 2008 15:05 - 217 of 272

Er .. no.

lol

chessplayer - 11 Jun 2008 15:38 - 218 of 272

I suppose what i am saying is "different strokes for different folks"

scotinvestor - 11 Jun 2008 17:44 - 219 of 272

bread is damn expensive too these days. overvalued

dealerdear - 11 Jun 2008 20:38 - 220 of 272

Christ, I'd hate to play chess with you.

You'd confuse me after the first move ..

;-)

chessplayer - 12 Jun 2008 08:40 - 221 of 272

I thought that confusion was the whole idea?
What is more confusing than this stock market!
It certainly seems to have got you all bitter and twisted.
Lighten up,you can't take your money with you.

dealerdear - 12 Jun 2008 08:55 - 222 of 272

I'm only joking Mr Chess!

If I couldn't jest on here I'd go mad in these markets.

gibby - 13 Jun 2008 10:01 - 223 of 272

google needs blnx imho: http://www.independent.co.uk/news/business/news/google-admits-it-still-cant-make-money-from-youtube-846339.html

Toya - 13 Jun 2008 10:11 - 224 of 272

Going up again this morning. Google certainly should be ogling blnx - let's hope they are!

cynic - 13 Jun 2008 10:32 - 225 of 272

no obvious large trades, so maybe just hanging onto the coat tails of Google/Yahoo chatter

chessplayer - 18 Jun 2008 09:44 - 226 of 272

the share price fell 3/4 yesterday and 1.5 today with significantly more buying than selling.anyone know why?

cynic - 18 Jun 2008 09:48 - 227 of 272

because that is the way of the world! ..... get a grip man!!

chessplayer - 18 Jun 2008 10:00 - 228 of 272

an interesting answer,cynic,but who decides?
Putting it another way ,is there a game of Blind Mans Bluff going on,or perhaps Russian Roulette?Shoot whoever BLINKX first!

scotinvestor - 19 Jun 2008 17:43 - 229 of 272

is this going back to 15p?

Clubman3509 - 20 Jun 2008 12:59 - 230 of 272

12p would be a good price

hlyeo98 - 24 Jun 2008 19:57 - 231 of 272

Chart.aspx?Provider=EODIntra&Code=BLNX&S

chessplayer - 25 Jun 2008 08:31 - 232 of 272

Is that chart presented in an effort to cheer up beleaguered investors!

SLEEPWELL - 25 Jun 2008 10:19 - 233 of 272

tipped in todays independant as buy

scotinvestor - 25 Jun 2008 11:27 - 234 of 272

better sell it then

Clubman3509 - 27 Jun 2008 09:52 - 235 of 272

15.75 Now

I hope to buy at 12p

Anybody think it will go down to this.

scotinvestor - 27 Jun 2008 11:44 - 236 of 272

somewhere between 10 and 15p......but u just dont know in these markets.

chessplayer - 03 Jul 2008 18:01 - 237 of 272

Without getting nasty or insulting ,can somebody please explain why this stock continually falls when there are many more buyers than sellers every day.
When somebody buys a stock ,where does the money go.
Is there any rational explanation?

scotinvestor - 03 Jul 2008 18:08 - 238 of 272

i dont know how it works....mm's walk it down i suppose, they r a law unto themselves.

however other shares are going down too and some have twice the buys to sells......u need abromavich i think to buy all the shares in stock market....maybe..just maybe some shares will go up

Clubman3509 - 09 Jul 2008 14:37 - 239 of 272

Shit missed the bounce up 28.33% today 19.25

chessplayer - 09 Jul 2008 14:46 - 240 of 272

And about time too.There seems to have been some big buyer(s) about.

Still Waiting - 09 Jul 2008 22:42 - 241 of 272

still plenty of time to climb aboard before this gets snapped up by one of the big search engines.

Clubman3509 - 10 Jul 2008 07:38 - 242 of 272

Google ready to snap up Blinkx. (Maybe)

Toya - 10 Jul 2008 08:49 - 243 of 272

Good to see it back around the 20p mark again - I was very disappointed by the recent dip! But something seems to be afoot today: max size to buy on Selftrade is currently just 1,500 and on IG you'd have to phone to buy any at all.

Still, mustn't get overly excited!

Toya - 10 Jul 2008 08:50 - 244 of 272

Ah: apparently a snippet in today's Mail resuscitating the 'Google bid' speculation.

chessplayer - 10 Jul 2008 09:09 - 245 of 272

Up over 50% from the lows.
What I couldn't understand during all the falls was the fact that the buying was still very strong.Let's hope all that is now behind.

Clubman3509 - 10 Jul 2008 09:15 - 246 of 272

Up to fast for me on a journalist tip from the mail

chessplayer - 10 Jul 2008 09:44 - 247 of 272

What about down too fast.After all,It has only half of its float price,and the potential is fantastic.

cynic - 10 Jul 2008 10:44 - 248 of 272

wouldn't it be nice if for just once a press rumour actually proved accurate

justyi - 10 Jul 2008 17:58 - 249 of 272

This is not good news for BlinkX...


Google feels pinch as advertisers shun YouTube
By James Quinn, Wall Street Correspondent
Last Updated: 12:28am BST 10/07/2008

Google is struggling to generate advertising revenue from home video site YouTube, which it bought two years ago for $1.65bn (832m).

YouTube, whose avid worldwide users share watch an average of more than 1bn clips a day, is reportedly set to bring in approximately $200m of revenue for the full year.

The revenue level is understood to fall considerably short of Google's own internal targets, which had been based on the site's likely popularity with corporate advertisers.

However that strategy does not appear to be paying off, with advertisers preferring more traditional types of advertising rather than jumping head first into video advertising.

chessplayer - 10 Jul 2008 20:21 - 250 of 272

Could it be that if Google is struggling to generate revenue, Blinkx might well be largely responsible.The crucial question must be how does Blinkx share of the market stack up against the competition.Any info available on what that might be?

hlyeo98 - 10 Jul 2008 22:49 - 251 of 272

BlinkX is nothing compared to Google. Chickenfeed

chessplayer - 11 Jul 2008 07:23 - 252 of 272

Yes,but there's no smoke without fire.,or put another way,the great oak comes from the little seed.
After all ,isn't that precisely what we are looking to find
Check out some of the comments on "Interactive Investor" re a Google Blinkx tie-up That certainly suggest a bid

Clubman3509 - 11 Jul 2008 08:29 - 253 of 272

Looks like somebody knows something, up again this morning. I am weary of a dramatic rises without firm news. I think Blinkx will fall back.

cynic - 16 Jul 2008 08:09 - 254 of 272

lots of good announcements for BLNX today ...... not guessing for they are already out

Toya - 16 Jul 2008 08:21 - 255 of 272

Pleased to see that the various new agreements are reflected in the sp today

chessplayer - 16 Jul 2008 09:43 - 256 of 272

I believe there has also been some talk about a listing on the Nasdaq.I think that can only be positive for Blinkx

cynic - 16 Jul 2008 09:48 - 257 of 272

would rather the t/o rumour was true!

chessplayer - 16 Jul 2008 12:04 - 258 of 272

I think the tie-up with Microsoft is the big issue in todays' movement

shadow - 16 Jul 2008 16:21 - 259 of 272

nothing is certain as with microsoft would have been heavily involved with blnx. it may take another 8 months untill blnx is in profit for any one worth while to purchase this company for the present blnx move back below 14p.

chessplayer - 16 Jul 2008 18:14 - 260 of 272

I suppose that there are a good few with this 14p projection for Blinkx.However,I would have thought it obvious,even to a dolt,that this little company has fantastic potential.Why therefore try to sell it down the Swannee?

chessplayer - 16 Jul 2008 18:30 - 261 of 272

Another thing to bear in mind ,with just 277 million shares on offer,and several institutions buying up large tracts,the shares may soon become much sought after.
The Microsoft deal may well prove to be the catalyst for many others to dive in.

fizzbomb - 16 Jul 2008 20:16 - 262 of 272

they would be foolish to accept a bid for the company until red label proves its worth. In my opinion this income stream will be the making of the company and will add the cushion to the bottom line.

Any bid may be considerably larger when the potential is starting to be realised..

Still Waiting - 17 Jul 2008 21:29 - 263 of 272

getting more noticed every day now.

Will be in the 30's to buy next week, he who dithers!!!

chessplayer - 20 Jul 2008 22:35 - 264 of 272

A bit of guff re Blinkx picked up on "Interactive Investor"
Blinkx traffic up 10x from May 2007 to May 2008.
62% of traffic in the same time frame had not visited the site in the last 30 days.
Speculation of acquisition re Google, News Corps and possibly Yahoo attributed to Heather Dougherty,Director of Research at Hitwise market research firm.

chessplayer - 22 Jul 2008 10:06 - 265 of 272

There was a mention this morning on Interactive Investor today that Blinkx shares in the USA closed at 47 c. +12 (34%).I did hear some little while back that such a move was planned, so I guess it must now have taken place.Has anybody any further news?

chessplayer - 24 Jul 2008 08:42 - 266 of 272

FOX Neteorks,the leading international ad agency operated by Fox International Channels (FIC) today announced that its' advertising division Utarget.Fox had signed a significant global sales agreement with Blinkx.As part of the deal Utarget .Fox will sell Advertising externally on the Blinkx platform across its 33 regional offices and sell inventory on a transparent basis in the U K.

moneyplus - 24 Jul 2008 10:20 - 267 of 272

Lots of patience needed with this one!! sooner or later all these deals will be reflected in the bottom line but so far the mkt is not very interested--only when the t/o rumours surface from time to time.

Still Waiting - 24 Jul 2008 22:27 - 268 of 272

Fox deal may be RNS'd tomorrow with perhaps a few others to boot.

Big buying just before the close today..

moneyplus, any chance of putting the charts in the header?

chessplayer - 25 Jul 2008 09:56 - 269 of 272

Sounds promising,have just bought a few more.

moneyplus - 25 Jul 2008 11:34 - 270 of 272

sorry Still Waiting ---I'm not good enough at computing--please start a new thread if anyone else can. I think more people will be interested in Blinx soon and charts are very useful.

Still Waiting - 25 Jul 2008 23:30 - 271 of 272

bb with charts set up:-

http://www.moneyam.com/InvestorsRoom/posts.php?tid=13153#lastread

moneyplus - 26 Jul 2008 11:56 - 272 of 272

Thanks SW....this one is now closed.
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