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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 - 31 Jan 2014 11:31 - 5081 of 6187

That is just my view. I don't short stocks and never have.

Shortie - 31 Jan 2014 11:34 - 5082 of 6187

All I said was the market currently won't except a short position and is set for long only.. That happens to be a fact on CityIndex.. Its not a negative comment dick-head its a fact..!

Haystack - 31 Jan 2014 11:35 - 5083 of 6187

Who is Gausie shorting through then?

Shortie - 31 Jan 2014 11:37 - 5084 of 6187

I don't know, I wonder it he's able to extend or place a new position though.

Gausie - 31 Jan 2014 11:38 - 5085 of 6187

"the market currently won't except a short position " - Utter nonsense!

cynic - 31 Jan 2014 11:38 - 5086 of 6187

shortie - what's up with you this morning?

Shortie - 31 Jan 2014 11:41 - 5087 of 6187

This is what I get, no matter what stake I try...

Haystack - 31 Jan 2014 11:43 - 5088 of 6187

You probably need to short a few million like Gausie

galatica - 31 Jan 2014 11:46 - 5089 of 6187

Shortie is short of good ideas can anybody help?

cynic - 31 Jan 2014 11:49 - 5090 of 6187

shortie - that just means that City Index won't accept any more short positions .... it doesn't mean it's universal

galatica - 31 Jan 2014 11:51 - 5091 of 6187

FT. was saying BUY yesterday overdone

On the Blinkx — Update
Bryce Elder - Bryce is the FT's UK equities reporter.
Jan 30 13:30
...........
Key Considerations from Our Perspective — What ultimately Mr Edelman’s report plays on is the general confusion surrounding not only how Blinkx operates but also the broader ad tech ecosystem. For their part, Blinkx has been consistent in indicating that (1) all of its impressions are verified and (2) that they work with multiple verification partners on viewability (e.g. FraudLogix and DoubleVerify). Two points of note with regard to the specific allegations: (1) even if we were to assume that all of PVMG/AdOn is fraudulent, we note this was acquired in late 2011, in other words at a point where Blinkx already had over $110m of revenue. PVMG itself only had $30m of revenue. This compares with the c. $250m we forecast for 2014E. (2) the blinkx.com website has, at least in terms of the company’s own commentary, never been the primary driver of traffic to the platform, with most coming from whitelabel distribution partnerships (e.g. aol.com, ask.com etc).

(Well, on that last point … Ask.com is not listed among Blinkx’s “syndication partners“. And while AOL.com is, its video search says it is “powered by Youtube“. Which is curious. We asked the company about this earlier on Thursday but have yet to receive a response beyond “no comment”.)

Our View: Reaction Overdone — The trouble with this is that it brings together two points that are valid with respect to the Blinkx investment case. The first is the point we make above, ie that this is a company where general levels of understanding (and therefore comfort in) the business model is low. Our own view is that Blinkx’s business model is no more unusual than that of many ad tech companies. Second, there is rightly an industry-wide concern about issues like viewability/verification, hence the number of companies providing (competing) viewability indices.

What Should Investors Do? — We view this as a significant overreaction. We see no reason to think our numbers are unsound, with them currently implying that Blinkx is trading at barely 9x current year EV/EBITDA. We think this is a significant buying opportunity, but at the same time acknowledge that until the company itself rebuts these claims, trading could be volatile.

cynic - 31 Jan 2014 11:55 - 5092 of 6187

ok girls and boys
we've established that there are two quite strong camps with opposing views, which is healthy in itself
only time will tell who has got it right

when are the Q3 (or do i mean Q4?) figures and accompanying trading update due?

Shortie - 31 Jan 2014 11:56 - 5093 of 6187

Cheers Cynic, Gausie, who are you shorting through and are they accepting new bets?

HARRYCAT - 31 Jan 2014 11:59 - 5094 of 6187

31st March is the cut-off date each year for the final results. Not sure how long it takes to publish though.
(Interims 30th Sept each year).

galatica - 31 Jan 2014 12:01 - 5095 of 6187

One of the many that should be put against ( shareprophets corrupt GANG ) the wall and you know what next

EK has gone short. - From shareprophets...

"Evil Knievil went short yesterday and says that he is staying short. His view is that Blinkx has simply not answered the specific allegations made by the Harvard Prof and as such its rating cannot be defended. That rather tallies in with my view although Paul’s short term trading strategy is – Evil admits as do I – the right one.

Blinkx will be marshalling its army of IR, PR and broking advisors for the next week and the shares could well rally further. But for how long while the specific allegations remain unanswered?"

1 - shareprophets corrupt GANG as EK is included on shorting companies and then tell everybody, much the same tactic as the "professor"

halifax - 31 Jan 2014 12:08 - 5096 of 6187

cynic trading update was released on 11th February 2013 so we may have news very shortly, would expect BLNX to want to soothe market with good news especially for those that participated in the Citi Group recent placing @ 195p.

cynic - 31 Jan 2014 12:10 - 5097 of 6187

thanks hali

jimmy b - 31 Jan 2014 13:01 - 5098 of 6187

IG were accepting shorts yesterday

And today i just checked

Shortie - 31 Jan 2014 13:08 - 5099 of 6187

Thanks Jimmy..

required field - 31 Jan 2014 13:53 - 5100 of 6187

EK has not updated anything on BLNX, so where does the so called short come from...?...I've looked on t1ps.com...no EK....but I must say the sp might do another sub 100p the way things are going...
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