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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.

Haystack - 15 Feb 2014 14:22 - 5615 of 6187

That is an argument often put to criticise paid crusaders. There is no discrepancy in being paid to do something moral. Being paid for something doesn't make the task less worthwhile. We really have little evidence of Edelman's motivations. There is a huge amount of criticism being laid against him and you would have to expect that from vested interests ranging from disgruntled shareholders to financial institutions who have recommended these shares, including a large placement in December. The reality is that we don't know how accurate his claims are. I have yet to see a detailed counter argument. Edelman hasn't withdrawn any comments. If anything, he has made comments confirming his analysis.

cynic - 15 Feb 2014 17:00 - 5616 of 6187

excuse me! ....
if you are paid by company X to investigate rival company Y, then you will assuredly expect (and be expected) to slant the findings as much as possible towards the results that your employer would like ... unless of course you are happy to forego any repeat business

in this instance, it suited his employers to the tune of several $00,000 to have BLNX slurred, not necessarily by proof but by inference, and of course to have those findings published

edelman starts from a position about as unbiased and even-handed as pius xll

Haystack - 15 Feb 2014 17:31 - 5617 of 6187

First of all, we don't know how much Edelman was paid. It seems to me that a reasonable scenario is that a couple of large investors (hedge funds or other financial institutions) wanted to know Edelman's view of Blinkx. This view may have been positive or negative. Their motives were probably to inform their current positions on the company. That seems a very reasonable attitude and course of action.

It is clear from looks ng at Edelman's bio page at Harvard that he publishes all his work there (you can see the list going back more than 10 years). He states that he asked if he could publish part of his report on his page, which acts as a blog. I know an Economics professor at London Universitu that does the same things with his papers. there is no suggestion that the clients asked him to publish. Interestingly, he did not publish the whole research paper. I wonder what was not published.

There is no evidence that Edelman has done anything untoward ethically. When someone like him publishes research, he should not worry how big the company is (in Blinkx's case £1bn market cap). He hasn't been worried about that previously when publishing negative research on Google, which it turned out to be true. The difference is that he maybe unintentionally caused a major slump in the sp. If he had caused a major drop in Google's sp then there would have been a fuss earlier.

I can't see any evidence that he behaved badly or even carelessly. I have been looking at this from a technical point of view and I have found a few strange things. I am not going to publish them in any as I might easily be wrong.

cynic - 15 Feb 2014 17:43 - 5618 of 6187

hays - i really can't be arsed to continue discussing with you ... in many ways you're as intractable and dull as fossy whom i also now avoid 99% of the time

Haystack - 15 Feb 2014 17:47 - 5619 of 6187

It will be interesting to see which of us is right about this, if the truth ever comes out. I can see many investors are annoyed with him, but it doesn't mean there was a conspiracy.

cynic - 15 Feb 2014 18:29 - 5620 of 6187

professionally organised swindle but without prosecution may be nearer the mark

Chris Carson - 15 Feb 2014 23:29 - 5621 of 6187

Sorry chaps, can't resist sense of humour and all that, but where's tabby the lucky one? I love his posts and he's gone missing. Personally not invested in this one, but I would put up a months wages that he will have the last laugh, let's see what the results produce. Go tabby go :O)

Dil - 16 Feb 2014 04:15 - 5622 of 6187

lol tabby is a bellwether .... louder he gets more likely its a pile of shite :-)


He's waiting til it gets back to 220p+ then he'll make a comeback saying he's been on holiday.



gf ... Soros got it wrong more often than not and he didn't try to manipulate bb's like EK does.

Dil - 16 Feb 2014 04:19 - 5623 of 6187

cynic ... take a step back and then ask yourself would you buy in at this point if you had never bought before.

Said days ago I'm not shorting but these look a basket case and 80p is more likely than 180p from a current mid point of 120p.

Good luck if your long.

Dil - 16 Feb 2014 04:26 - 5624 of 6187

Oi gf isn't EK an accountant ????

Dodgy feckers ... come the revolution they gonna be the first to be hung :-)

cynic - 16 Feb 2014 07:53 - 5625 of 6187

it's probably worth a small bet in either direction ...... i have such long

Greyhound - 16 Feb 2014 16:02 - 5626 of 6187

Glad I halved my holding before fall, pure chance, but was expecting a quicker bounce all the same. All feels overdone to me...

ExecLine - 16 Feb 2014 19:06 - 5627 of 6187

Dil - 18 Feb 2014 10:10 - 5628 of 6187

Looking decidedly dodgy this morning.

cynic - 18 Feb 2014 10:15 - 5629 of 6187

quite so ..... perhaps there's some skeletons to be revealed in the long running HP/AU story ..... if so, there will be a knock-on effect through "guilt by association"

Gausie - 18 Feb 2014 10:16 - 5630 of 6187

and getting dodgier by the minute. I'm a seller again below 100p

Gausie - 18 Feb 2014 10:48 - 5631 of 6187

dipped a toe in - now short from 109

Haystack - 18 Feb 2014 11:01 - 5632 of 6187

It closed at the low for the day and the closing auction went through at the low. Recently the auction has always gone through higher. Looking pretty negative. There were two trades reported after close of 200k and 300k at the low. The auction was 800k at the low. That's 1.3m at 116p at the end.

cynic - 18 Feb 2014 11:09 - 5633 of 6187

from FT .....

HP claimed to have been the victim of one of the largest accounting swindles ever in November 2012. Since then, compelling corroboration has yet to emerge. Ms Whitman needs to put that right. Otherwise the suspicion will deepen that HP merely overpaid for Autonomy, then botched its integration. If so, it is the stature of Ms Whitman that would be diminished in public eyes, not Mr Lynch’s.

================

even i am now of the opinion that there is less and less reason to be long BLNX
forget edelman who had his own mercenary aims, but this HP thing will assuredly do no favours
the market is now so disillusioned with BLNX, that it's hard to think what it will or would have to do to regain the market's confidence

panto - 18 Feb 2014 13:49 - 5634 of 6187

dip my toe again and bought some at 109.50p
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