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BLINX and you've missed it, the next google multi bagger!!! (BLNX)     

Still Waiting - 25 Jul 2008 23:22

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

With video search set to be the next big growth area BLNX have the software the likes of Microsoft, Google and NewsCorp would love to have.

In fact BLNX have done deals with most of these, the most recent being the UtargetFox deal which has been reported in the USA but not RNS'd in the UK.

Alexa rankings confirm the continued growth in usage as its viral effect spreads:-

http://www.alexa.com/data/details/traffic_details/blinkx.com

The ITN RNS confirms blnx is the best in the market and is growing fast:-

Leading News Organization ITN Extends Advertising Deal with blinkx Based on Proven Campaign Success




blinkx Selected to Power Advertising across ITN Website and Syndication Partner Sites




SAN FRANCISCO, CALIF. - July 2, 2008 - blinkx, the world's largest and most advanced video search engine, today announced that it has won an extension contract that will augment the scope of its advertising partnership with ITN, one of the world's leading news and multimedia content companies. Under the terms of the new agreement, ITN will use AdHoc, blinkx's patented contextual advertising platform for online TV and video, to serve advertisements on the ITN website and its syndication partner sites, including Bebo.




Through AdHoc, ITN has already been effectively monetizing its premium news content on the blinkx.com network for over six months. During this time, ITN achieved a significantly better return, greater search volume, and higher monetization through blinkx than through other syndication partners.




AdHoc uses blinkx's patented speech-to-text transcription and visual analysis technology to understand video content more thoroughly and effectively than any other service today, and can therefore dynamically place the most pertinent advertising against it. The AdHoc platform offers media companies and advertisers a unique value proposition -- video advertising which combines the emotive power of TV promotion, with the relevance and utility of contextual search advertising.




The confluence of ITN's premium TV content, blinkx's extensive syndication network, and AdHoc's uniquely powerful targeting capabilities was a formula for success. By extending its partnership with blinkx, ITN aims to achieve similar returns by leveraging the AdHoc platform to deliver contextually relevant video advertising on its own website and across its distribution partner sites.




'We're thrilled to be broadening our relationship with ITN,' said Suranga Chandratillake, founder and CEO of blinkx. 'News content is one of the most popular categories of online video and there's clearly a tremendous opportunity for monetization. The success of our partnership with ITN is evidence that the blinkx AdHoc platform is a uniquely powerful solution for online video advertising today.'




'We've been delighted with the results of our partnership with blinkx and are looking forward to implementing the AdHoc technology on our site,' said Nicholas Wheeler, managing director, ITN On. 'blinkx AdHoc has proven that it can achieve significant monetization of our content, effective marketing for advertisers and, most importantly, a useful, non-disruptive experience for our audience.'




As a pioneer in video search technology, blinkx has built a reputation as the most effective way to search new forms of online content such as video. With more than 350 partners and 26 million hours of indexed video and audio content, including favorite TV moments, news clips, short documentaries, music videos, video blogs and more, blinkx uses advanced speech recognition technology to deliver results that are more accurate and reliable than standard metadata-based keyword searches.

tabasco - 09 Sep 2010 15:10 - 2774 of 6187

Skinnysomebody posted on another BBFTSE review announced BLNX is going into the AIM top 50 index??

skinny - 09 Sep 2010 15:28 - 2775 of 6187

Yes it looks like it -

FTSE AIM Index Series Quarterly Review September 2010

8 September 2010


FTSE announces the quarterly changes to the FTSE AIM UK 50, FTSE AIM 100 and FTSE AIM All-Share Indices. The changes will be applied after the close of business on Friday, 17 September 2010 and will be effective on Monday, 20 September 2010:

Constituent changes can be accessed via www.ftse.com/tech_notices/2010/Q3/FTSE_AIM_Review.xls.

http://www.ftse.com/tech_notices/2010/Q3/FTSE_AIM_Review.xls


tabasco - 09 Sep 2010 15:35 - 2776 of 6187

Thanks Skinny...

cynic - 09 Sep 2010 16:15 - 2777 of 6187

arguably i took my profit too early - if one can do such a thing - but i'm damned if i can see what is keeping this sp so strong ..... lemmings? ..... if so, prepare for big sell-off after the AGM or whatever it is that's imminent

tabasco - 09 Sep 2010 17:30 - 2778 of 6187

Cynicwe have a midas touch genius and his adopted son in chargewe had on the
8 September 2010 Daniel Stewart & Company saying 110pwe have Cheap to come any daywe have continued takeover rumoursboth wit AU. and Blnxwe have around 800 revenue sharing partnershipsVideo is red hot according to all dataand we are the leadersAGM next week and BLNX s going into the AIM top 50 index and coincides with thisthen we have the very good news with Samsung >>>

Sept. 8 (Bloomberg) -- Samsung Electronics Co., the worlds second-largest maker of mobile phones, will sell its Galaxy S smartphone in China through the countrys three largest mobile- phone carriers.

The phone will be offered by China Telecom Corp., China Mobile Ltd. and China Unicom (Hong Kong) Ltd., Samsung said in a statement today. It did not specify when sales would begin.

The three mobile-phone operators collectively had 785.5 million subscribers on June 30, according to the companies. Samsung is pushing the Galaxy S smartphone to challenge Apple Inc.
--------------------------------
And with Haystacks view on Blinkx in China argued >>>

Sobeit
Autonomy gave the rights to IDOL in China to a Chinese company so they could use it for indexing. This precludes Blinkx from putting servers etc into China running IDOL to do indexing but it does not stop Blinkx using IDOL in the US or the UK and the results ending up in China on the Samsung Galaxy.

IDOL is used by Blinkx as a "backroom" product to do the indexing. Once the index is created, IDOL does not need to be used to access the index data. So, when you look for something on Blinkx Beat you are looking at the output from IDOL and not at IDOL itself.

That is why, if you read Blinkx description they say "We have indexed 35m hours of video." That means it has already been through IDOL. It is a bit like IDOL being the cow and the index data being milk. You cannot put the cow in China but you can "sell" them the milk.

Therefore, there is no license conflict with selling Samsung Galaxy in China with Blinkx Beat loaded on it as you are not using IDOL."

Cynic I know you will be bored by nowbut I dont see many negative pointswe have traded at over 40p three years agoBLNX are in another Cosmos now but not many multiples above that valuationthat is my takeyou made a bad move selling this Royal Flush imo.but not as bad as Gausie and Haystack shorting it... this will play out to big bucks!!!

cynic - 09 Sep 2010 17:57 - 2779 of 6187

i read you tabby, but i confess that i do not really understand how they make money (they don't of course!) ..... i could be convinced to buy back in, and thus send the price plummeting, if i could but see what might be deemed a fair price and some sort of logic therefor

as an analogy of sorts, i can determine some sort of fair price for RKH as there is fairly solid(???) evidence of a very significant pool of oil within their licence ..... but BLNX - no idea at all

tabasco - 09 Sep 2010 18:19 - 2780 of 6187

Cynic...i would not want to convince you...have a read of this a few times... remember the progress since...and what is to come... then make your own mind up>>>

Suranga Chandratillake, founder and CEO of
blinkx, said: "We're delighted to report another strong performance this year.
While the full year financial results are excellent, our second half was nothing
short of transformational as the business moved into EBITDA positive territory,
ahead of expectations. Since our ipo, the blinkx team has built strong
foundations for the business; a portfolio of consumer products, the AdHoc
advertising platform, and our network of over 720 content partners and top-tier
distribution partners. While we remain mindful of the macroeconomic
environment, blinkx is now well positioned in one of the fastest growing
segments of the media sector. Having reached profitability on an EBITDA basis
and after making infrastructure investments early in the year, the business is
now positioned to capitalise on this market momentum and drive increased
profitability from growing revenue.

Mr. Chandratillake added: "During a time when advertising has faced significant
revenue and pricing pressure, blinkx has consistently demonstrated robust
growth, defying macro industry trends. We increased revenue by more than 140%,
and gross profit by 123%, despite the challenging economic environment.
Furthermore, revenue and gross profit in the second half grew almost 60% over
the first half, while operating expenses dropped in the second half as compared
to the first. As a result, operating margin improved, net losses narrowed and
the company was profitable on an EBITDA basis in the second half. Despite the
downturn, we achieved these milestones ahead of schedule and analyst
expectations
. This exceptional performance was driven by the success of our
unique advertising platform, which delivers targeted, ROI-guaranteed, brand
advertising in online video, and has enjoyed widespread adoption by over 800
global brands."

Mr. Chandratillake continued: "In the past 12 months, blinkx's traffic has
surged 204% in the UK, making us the second fastest growing video site after
Facebook, according to comScore. Moreover, the number of videos viewed over the
Internet in the UK has shot up 37% over the same time period. This powerful
groundswell towards online video underscores the strength and vitality of our
business model.

blinkx's aggressive audience growth, breaking into both comScore and Nielsen's
Top 10 Video Sites, combined with our top-tier content partnerships, has enabled
our business to flourish over the period, and we achieved a 112% increase in the
number of brands advertising with us. We have continued to attract leading brand
advertisers, including Coca Cola, Virgin and Toyota, while maintaining
consistently high CPMs (Cost Per Mille), through the effectiveness of our unique
Contextual Advertising platform, blinkx AdHoc. Online video is the fastest
growing sector in advertising, and we expect to further accelerate the growth of
our business based on this momentum.

In addition, blinkx has made significant progress on the product and business
development fronts over the last year. The strength of our technology has
enabled us to forge new distribution deals with many of our top partners,
including providing video search for Ask.com, powering advertising for the ITN
Premium News Network, and building a broadband TV offering for Brazilian media
giant ELO. We also recently partnered with Mobica to bring blinkx video
channels to mobile devices."

chessplayer - 10 Sep 2010 07:54 - 2781 of 6187

The figures below are those of Daniel Stewart from 1 month ago( August 10).
Anything more up to date?

The broker is tipping blinkxs search rate will hit a daily total of 36m by March 2011, up from 22.6m reported in March 2010 and 8.4m in March 2009.

tabasco - 10 Sep 2010 08:01 - 2782 of 6187

A down startbut hold on to your hats..I feel another whooooooosh today!

tabasco - 10 Sep 2010 08:37 - 2783 of 6187

Chess>>>
Date: 8 September 2010
Contributed by Daniel Stewart & Company






By Daniel Stewart & Co


- Blinkx has announced partnerships with self-help online video publishers VideoJug and Howdini, in a context-relevant advertising revenue-share arrangement.


- Founded in 2006, VideoJug [www.videojug.com] has over 125,000 professionally-produced how-to video tutorials on a wide range of topics featuring experts, and is the UK No.1 and global No.12 most-viewed Guru Channel on YouTube.


- Howdini [www.howdini.com] enables online on-demand access to recorded advice on a variety of topics selected from the appearances of experts on TV programmes such as Good Morning America, The Today Show, Money, Prevention, and Food and Wine.


- Blinkx has a revenue model based on bringing together accredited content (currently at 35m hours+), video search capability (its own adHoc and white-labelled) and advertising partners. The key driver is video searches, which reached 22.6m/day in March 2010 (8.4m/day in Mar09), which we project to reach 35.6m by Mar11, from which viewed videos are converted into revenue from relevant short pre-, mid-, or post-roll adverts. The company turned EBITDA-positive in 1H10. Our rating remains Buy.


Forecasts


Year to march 2011 PBT $7.6 million
Year to march 2012 PBT $22 million

required field - 10 Sep 2010 09:21 - 2784 of 6187

Blimey...this is going strong...sold far too early.....not sure if I should come back in...

tabasco - 10 Sep 2010 09:40 - 2785 of 6187

RFI have tried my best to ask everyone to take a look at this Royal Flush from 12p upwardsthose with a nervous disposition will always make some money and sell early with a little help from Haystack/Gausie and Co. those with the courage of their convictionwill be handsomely rewardedthose that shortedare well and truly barbecued

required field - 10 Sep 2010 09:47 - 2786 of 6187

It's the valuation I'm a bit bothered about but then again.....I still can't fully understand how Google makes its money.

tabasco - 10 Sep 2010 09:58 - 2787 of 6187

RFplease read post 2780...maybe two or three timesI have to read these updates many times and analyse each word..

ravey davy gravy - 10 Sep 2010 10:06 - 2788 of 6187

"I still can't fully understand how Google makes its money"

Surely you can understand that a business pays a premium to make sure it's
on the front page of a search then you will see how they make a fortune.

required field - 10 Sep 2010 10:10 - 2789 of 6187

Put in those words yes......where is the top for BLNX ?.....just keeps going....

cynic - 10 Sep 2010 10:38 - 2790 of 6187

very very hard to judge ..... however, from what i can remember from the QL (long) article a month or two back, profits become almost exponential once the critical mass is reached, as o'heads do not not increase significantly ..... the hope/expectation is that BLNX is now at or very close to making genuine (not just EBITDA) profits, and furthermore that it is ahead of predictions .... hence all the excitement

please check that just in case i have it wrong

tabasco - 10 Sep 2010 10:52 - 2791 of 6187

All their targets have been achieved ahead of scheduleand they grown in probably the worst three years of economic decline the World has known for a long time.

chessplayer - 10 Sep 2010 11:58 - 2792 of 6187

But,at the same time,the growth of the internet has been unabated.

tabasco - 10 Sep 2010 12:35 - 2793 of 6187

Whooooooooooosh.could hit a 1 today?.
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