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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 - 03 Sep 2013 08:42 - 4652 of 6187

Great day Chess...and one I expected several weeks ago...the BLNX story has no faults!!... Elephant Man's short is looking a little sick? lol Cab for Dumbo's Mom.

robstuff - 03 Sep 2013 09:31 - 4653 of 6187

Some broker upgrades today

chessplayer - 03 Sep 2013 10:08 - 4654 of 6187

Yes, I see that Citigroup and Jefferies Int. have just set targets of 185 and 190 respectively.

robstuff - 03 Sep 2013 12:02 - 4655 of 6187

Once their clients start buying will be interesting

Greyhound - 03 Sep 2013 14:51 - 4656 of 6187

Blinkx one of 3 good AIM stocks recommended in MoneyWeek recently.

tabasco - 03 Sep 2013 15:03 - 4657 of 6187

1138 GMT [Dow Jones] Jefferies initiates Blinkx (BLNX.LN) at buy with price target 190p. "Blinkx plays in the extravagant growth hot spot that is online video advertising," it says. Notes online advertising is a very competitive arena dominated by massive technology shifts and at the same time customer behaviour is far from established and has many uncertainties. These characteristics make it difficult to call the winners and losers in the industry, it says. Looks to players that deliver financially and with strong revenue growth, good gross and cash conversion Blinkx ticks all the boxes. "Ultimately, we see Blinkx emerging as a take-out target," it adds. Shares +3.1% at 151p.

chessplayer - 03 Sep 2013 19:26 - 4658 of 6187

I, for one have certainly noticed a big increase in video related advertising in the last few months.

HARRYCAT - 04 Sep 2013 09:06 - 4659 of 6187

I agree with that cp. Most of the ads though allow you to skip the rest of the video after 10 seconds, though this is always once the brand has been on screen. Unless you are forced to watch it all the way through, it all seems a bit pointless, but then I am probably not their target market!

chessplayer - 04 Sep 2013 09:41 - 4660 of 6187

Yes, it strikes me though as a gradual process, where they are slowly turning the screws. -i.e. more adverts

Haystack - 04 Sep 2013 10:34 - 4661 of 6187

I looked at a couple of videos with ads and they nearly all let you skip ads after 4 or 5 seconds. YouTube uses 5 seconds. Many of the ads do not show brand name in first 5 seconds.

HARRYCAT - 04 Sep 2013 11:13 - 4662 of 6187

Which prompts the question, why do they give you the option to skip? Maybe most people just let the ad run. Obviously I am not 'most people'.

Haystack - 04 Sep 2013 11:17 - 4663 of 6187

They have to let you skip as people would not use the site if they had to watch a whole advert. I skip as well. In fact if I find an advert on a video on YouTube then I usually just look for another.

tabasco - 04 Sep 2013 13:44 - 4664 of 6187

Strawman....I hope the videos you watch are investing for beginners...in all honesty...and don't take this the wrong way...................you are clueless!!

Haystack - 04 Sep 2013 14:01 - 4665 of 6187

Blinks is just a bubble waiting to burst.

robstuff - 05 Sep 2013 08:50 - 4666 of 6187

Brokers new targets 185 and 190 I think say it all, massive growth stock and these will progressively be lifted, I see the sp hitting 240 this yr, big growth to be reported in oct and possibly a t/o, the latter Im hoping not as want Bln to realize their full gth potential for several yrs yet. Mobile video where Blnx exells is growing faster an faster and is going to be massive to Blnx

Haystack - 05 Sep 2013 09:45 - 4667 of 6187

Don't forget that the 185 target is from Blinkx's own broker, so you can ignore that one.

tabasco - 05 Sep 2013 09:59 - 4668 of 6187

Visit Strawman @ www.clutchingatstraws.com....

Greyhound - 05 Sep 2013 11:33 - 4669 of 6187

The trend is your friend.

tabasco - 05 Sep 2013 15:44 - 4670 of 6187

"MIKE LYNCH, the founder of tech company Autonomy, took advantage of a rally inblinkx shares to sell down part of his stake in the online video search group for £4.5m.

Mr Lynch, a non-executive director of the Aim-listed company, offloaded 3m shares in the group on Monday and Tuesday at an average price of approximately 150p, blinkx disclosed in a stock exchange filing.

Although blinkx fell 6 to 150p yesterday on news of the sale, the shares touched their highest level since October 2011 a day earlier after analysts at both Jefferies and Citigroup issued bullish research notes on the company. The shares changed hands for about 67p at the start of the year.

“It’s been going up beautifully,” Mr Lynch said, adding that he sold shares in blinkx on a regular basis so that no inferences are made from the disposals.

Blinkx demerged from Autonomy in 2007 and Mr Lynch held an 8.7pc stake at the time of its flotation. A series of share sales since then has seen his holding fall, with the latest disposal bringing his interest in the company down to 4.9pc, or about 17.9m shares.

Hewlett-Packard inherited a stake in blinkx when it bought Autonomy in 2011, a now controversial acquisition. HP sold out of blinkx in June at 120p a share.

“This is a stock that people want to own,” said Patrick Yau, an analyst at Peel Hunt. “It’s not the most liquid stock in the world so any time the market does get fed with stock by shareholders like Mike then that gets snapped up quite quickly.”

HARRYCAT - 06 Sep 2013 13:34 - 4671 of 6187

The details of the Jefferies note:
"Blinkx plays in the extravagant growth hot spot that is online video advertising. Having transformed its business in 2011, it seems in good shape. Calling the winners and losers in the online video frenzy is tough; instead we look for some key financial credentials – Blinkx has them, in spades. Thus we see Blinkx as a future winner. We initiate at Buy with a price target of 190p
Blinkx plays in the online video ad space – hotter than hot. Online advertising remains the premium growth segment in the advertising landscape; we estimate an 12/15E CAGR of +18.3% in the US. Within the online advertising piece, video advertising delivers a stunning +37.5% 12/15E CAGR as mobile form factor, pervasive broadband and changing customer behaviours catapult growth.
The company has transformed over the last two years. Two acquisitions in 2011, Burst and PVMG, changed the business model focus, step changed the scale and growth opportunity in the business and introduced new senior management. Blinkx evolved from video search engine into an online video advertising platform.
Online video advertising winners and losers – difficult to call. In a very competitive arena, with massive technology shifts coming thick and fast, customer behaviours far from established and many uncertainties, claims of technology leadership and competitive advantage are difficult to discern. Thus, look for those players delivering financially. Notwithstanding the assumed high-growth dynamic, we tend to identify future success rather by confirming early stage financial credentials, determining real operational and financial agility to empower opportunistic M&A and thus shape future winners that almost certainly will themselves become targets for the US leviathans.
Blinkx ticks the boxes. Strong revenue growth, good gross margin and cash conversion tick our financial boxes. A healthy balance sheet plus early stage success in consolidating acquisitions add appeal. Ultimately, we see Blinkx emerging as a take-out target."
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