Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
Register now or login to post to this thread.

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.

mnamreh - 02 Apr 2012 12:53 - 4124 of 6187

.

Haystack - 02 Apr 2012 13:00 - 4125 of 6187

This from iii and LSE BBs

Price: 54.25
NoteToday 12:34

We lower our estimates and price target for Blinkx and downgrade it to

Neutral from Buy. We believe the company is facing significant challenges

in ramping up the business model in the near term following the

acquisition of Burst and PVMG, bringing with it an increased level of

execution risk. We continue to view it as a strategic asset however, given

its IDOL-based video search technology platform. Since being added to the

Buy List on September 23, 2011, Blinkx shares are down 55% vs. FTSE

World Europe up 15.7%; over 12 months, the shares are down 39% vs.

FTSE World Europe -11%.

We lower our revenue and PF EPS estimates for Blinkx by 4%-10% and

29%-39%, respectively over 2012-15E; our revenue and PF EPS estimates

are now 0%-5% and 12%-41% below Bloomberg consensus over 2012-15

as a result. With the acquisition of Burst and PVMG, Blinkx now has a

greater exposure to a slower-growing display ad segment which we

believe will slow down revenue growth unless synergies are extracted and

the company is able to convert some proportion of the ad revenue to video

ads. However, we believe this is likely to take time as the company digests

the two acquisitions over FY12-13. Blinkx is due to report FY12 results in

mid-May. We estimate total revenues of $120 mn and adjusted EPS of

US$ 1.41 cents.

Our new 6-month (from 12-month due to greater uncertainty) blended

price target is 74p (from 135p), assigning a 70% weighting to our core P/Ebased

valuation of 46p/share (1x revenue CAGR 2012-15E) and 30% to our

M&A valuation of 141p/ share, on 5x CY12E EV/sales (from 8x EV/sales due

to business model evolving into a video + display ad model which has

lower CPM rates).

Key risks: (1) potential changes to the IDOL license contract; (2) an

economic downturn; (3) integration and execution of Burst & PVMG; (4)

management turnover; (5) competitive pressure; and (6) FX.

Dil - 05 Apr 2012 01:44 - 4126 of 6187

Oi tabby I got a problem with this :

"BLINKX SURPASSES 100 MILLION GLOBAL MONTHLY UNIQUE VISITORS" ..... errr bet they didn't !

You got two Pc's and hit the website from each one I bet they include it as two "UNIQE VISITORS" !

Please correct me if I'm wrong.

Pile of shite imo.

chessplayer - 10 Apr 2012 07:49 - 4127 of 6187

Trading Update
RNS
RNS Number : 0011B
Blinkx Plc
10 April 2012



BLINKX EXPECTS FULL YEAR REVENUE OF APPROXIMATELY $114M (FY11: 66.1M), AN INCREASE OF APPROXIMATELY 72%

SAN FRANCISCO, CALIF.- April 10, 2012- blinkx, the world's largest and most advanced video search engine, today announces a trading update for the year ended 31 March 2012. The Company expects to report revenues for the full year of approximately $114m, representing a year-on-year increase of approximately 72% and behind analyst consensus of $121.5m. The company expects to report an operating profit, before one-time costs and amortization of purchased intangibles, slightly ahead of analyst consensus of $10.3m. Gross Margin for the year was approximately 53%. The company's cash balance at year end was $38.4m.



Operating cash flow for the period, both before one-time costs and also on an absolute basis, is expected to exceed analyst consensus. One-time costs for FY 2012 are expected to be approximately $5m and amortization of purchased intangibles is expected to be approximately $4m. The company expects to report an IFRS operating profit, after one-time costs and amortization of purchased intangibles, above analyst consensus of $1.3m for the period.



Commenting on the preliminary results Suranga Chandratillake, founder and CEO of blinkx, said: "blinkx's revenues are up 72% this year, surpassing the $100 million mark. We believe this is a significant achievement. Growth across the business has been strong, and whilst it is disappointing to deliver revenues a little below expectations it is worth noting that in a challenging economic climate, blinkx outperformed the aggressive growth of the online video advertising industry by over 80%. We are confident in our position in the market and the progress we have made this year, and are excited about the opportunities that lie before us."



The company expects to announce its results for the full year on 18 May 2012.



The above represent preliminary summary results based on blinkx's expectations at the time of publication of this announcement. These results may be subject to revision as part of the analysis process and, at this stage, should be taken as indicative estimates only. Preliminary summary results are provided as an aid to investors based on information available at the time of publication. Full results, including income statement, balance sheet, statement of changes in equity, cash flow statement and related notes and other segmental information will be published in due course, which is expected to be on 18 May 2012. All results, including those set forth above, are subject to quarterly financial review by blinkx's independent auditors, and are considered preliminary and subject to change until publication of any such review or audit.


Enquiries


blinkx plc +44 (0)1223 488500

Suranga Chandratillake, Founder and CEO +1 (415) 655 1450
Frances Smith, Company Secretary



Citigroup Global Markets Ltd +44 (0)207 986 4000
(NOMAD and Broker for blinkx plc)

Charles Lytle
Christopher Wren


FTI Consulting +44 (0)20 7831 3113

Edward Bridges

cynic - 10 Apr 2012 07:52 - 4128 of 6187

operating profit comment means the company is still running at a loss! .... however, given the amount that sp has already fallen away over recent months, there may be little reaction

Balerboy - 10 Apr 2012 08:20 - 4129 of 6187

glad i didn't follow your lead a little while ago cyners.,.

gibby - 10 Apr 2012 08:27 - 4130 of 6187

opportunity

Balerboy - 10 Apr 2012 08:31 - 4131 of 6187

falling knife

gibby - 10 Apr 2012 09:06 - 4132 of 6187

i think a little more bounce yet bb - but as a strategy long term blnx definitely isnt what it was - see that $1b techno deal with google and that imaging co that is used a lot on twitter - although not direct compo to blnx it will have an effect plus with new money injected i would expect expansion and serious further compo v blnx imo

Gausie - 10 Apr 2012 13:58 - 4133 of 6187

Next stop 29p

cynic - 10 Apr 2012 15:12 - 4134 of 6187

glad i didn't buy too many :-) ...... what a horrid day though, with (almost) just AAPL being a shining light in the gloom

gibby - 10 Apr 2012 20:39 - 4135 of 6187

didnt bounce anymore glad got out on little profit - not a great day anywhere tbh today - well done aapl - wonder if segr will move further north tomorrow - looking like a t/o overdue there especially with the share buy at 50p ref today's rns - hmmmmmmm!

Haystack - 10 Apr 2012 23:11 - 4136 of 6187

After the US drop today (biggest fall this year), this may take a further dive.

gibby - 11 Apr 2012 08:24 - 4137 of 6187

quite possible - with spain & others on the edge probably further US drop and elsewhere

skinny - 18 Apr 2012 10:38 - 4138 of 6187

Blackrock > 11%.

required field - 18 Apr 2012 13:34 - 4139 of 6187

Looking way undervalued here.....never ever thought this would be 44p ever again......

Haystack - 18 Apr 2012 13:38 - 4140 of 6187

Even after the drop this still has a P/E ratio of 65. This is still way too high. There seems to be nothing special about Blinkx and long term it looks like a dead loss.

required field - 18 Apr 2012 13:39 - 4141 of 6187

Profit of ten million us dollars !!!.

halifax - 18 Apr 2012 13:41 - 4142 of 6187

PBT or NET?

Haystack - 18 Apr 2012 13:49 - 4143 of 6187

Still loss making. Operating profit only.
Register now or login to post to this thread.