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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.

Shortie - 04 Feb 2014 17:13 - 5261 of 6187

Best of luck to you Cynic, the trend certainly is set on your side. No doubt I'll chop and change my position as I see fit. I've already more than covered todays losses twice over on FTSE profits taken.

cynic - 04 Feb 2014 17:14 - 5262 of 6187

at least i had the sense to cut everything this morning, even if it was well below yesterday's price
anyway, it's just one of things for which you cannot cater

goldfinger - 04 Feb 2014 17:28 - 5263 of 6187

tOLD YOU TO FLOG IT LAST WEEK AND yesterday.......CHART THREAD.

Shortie - 04 Feb 2014 17:37 - 5264 of 6187

Rhythm NewMedia Inc. and a look at this companies assets are still rather interesting. Bottom line with the adware also is we've yet to see any fallout from brands using Blinkx to advertise or any law suits, charges for compensation or proof of costs incurred.. Early days I suppose.. Whilst some are calling this a hedging shorter conspiracy lets not forget City and Goldman analysts calling the stock higher as well as Goldmans investor tapping at 190... Technical Analysis calls short but I'm questioning if this is starting to look forced right now... There's lots that doesn't add up logically, are we expected to believe that none of the advertisers using Blinkx have questioned if there getting fair value for money? Surely you run an ad and expect queries/bookings/sales to increase by some degree of margin or have a system in place to guage success. We're coming out of the 'credit cruch' when advertising typically fell accross the board, you'd expect prudence in this field over the last couple of years, not free money neglect like in a boom...

cynic - 04 Feb 2014 18:36 - 5265 of 6187

i did sticky, or at least i sold some, bought back cheaper, sold those at an adequate profit, but did not get rid of the balance until today
however, as shortie says, there's an awful lot of conflicting "evidence"

Haystack - 04 Feb 2014 18:43 - 5266 of 6187

Carson Block Says Muddy Waters Shorting Blinkx

Feb. 4 (Bloomberg) -- Carson Block, founder of Muddy Waters LLC, talks about Muddy Waters' decision to short video-search technology developer Blinkx Plc's stock. Block, speaking with Stephanie Ruhle and Phil Mattingly on Bloomberg Television's "In the Loop," also discusses emerging markets and China. (Source: Bloomberg)

http://www.businessweek.com/videos/2014-02-04/carson-block-says-muddy-waters-shorting-blinkx

cynic - 04 Feb 2014 19:03 - 5267 of 6187

probably because he was tipped the wink prior to the event

goldfinger - 04 Feb 2014 20:26 - 5268 of 6187

Cyners its not about conflicting evidence at this stage its all about confidence,in other words sentiment.

Having said that like i said last week the 'Grand Old Duke Of York' trading syndrome could be evident here for a short period and OK if you have the time to potter about all day watching developments.

ptholden - 04 Feb 2014 21:03 - 5269 of 6187

Unless I'm very much mistaken tabasco is over on ADVFN posting as Barkboo

If memory serves he was buying BLNX at around 10-15p so should have made a nice profit (unless he's been a complete dickhead and hung on throughout).

Dil - 04 Feb 2014 21:08 - 5270 of 6187

Nah he's a complete dickhead pt who bought MDX all the way up and all the way down til they went bust.

These have the same smell of bullshite about them.

Gausie - 04 Feb 2014 23:57 - 5271 of 6187

Although, in a way, it's a shame to lose the village idiot, Tabby's disappearance is no serious loss.

Gausie - 05 Feb 2014 08:54 - 5272 of 6187

Covered a few

cynic - 05 Feb 2014 09:10 - 5273 of 6187

glad i shall be out all today and half tomorrow .... it'll stop me trying to play silly buggers!

goldfinger - 05 Feb 2014 09:35 - 5274 of 6187

Your problem Cyners looks like you always need to get even with a share.

Just forget it and walk away immediatly you have taken a loss. Detach yourself from it.

Get on with making money in another stock.

galatica - 05 Feb 2014 09:38 - 5275 of 6187

Back in @ 103.75p

galatica - 05 Feb 2014 09:48 - 5276 of 6187

Some pretty larger buys now, as is signaling the bounce back on the Intraday chart

Easy down, much harder to move back

There was resistance at 104p on the = AT intraday chart = but now broken

cynic - 05 Feb 2014 09:54 - 5277 of 6187

twas always thus and hence the advantage of finding stocks to short - always provided you call it right :-)

i suspect today's move is just a short-lived bounce perhaps to ~120 as gausie suggests - i'm sorry to say - but if you can get into the rhythm, as with playing the indices, there's decent money to be made

Gausie - 05 Feb 2014 10:10 - 5278 of 6187

looking for 110 before I start adding to short. Will sell more heavily at 120.

As always, sensible stops and targets in place.

galatica - 05 Feb 2014 10:13 - 5279 of 6187

MacGazz on LSE last night

Why this has nothing to do with Blinkx core product.

I work as a senior web developer and have been involved with affiliate advertising over the years so I thought I'd more finely check through what Edelman posted for the non-techies.

The first thing to note is that almost everything he talks about is old Zango software. The problem is - why is it still working? At no point is he saying that Blinkx's core product is doing anything dodgy. It is that, with Zango software installed, he believes that there are some dodgy practices going on. He's been studying them since 2004.

The first part of his blog he attempts to say that dodgy websites are installing malware on peoples computers - which they do. He discusses one such app called Desktop Weather Alerts and a sister product called Severe Weather Alerts. He says this must be Blinkx because it looks like Zango software and because a Blinkx representative said to security firm "The client is Blinkx ... Your engine ... was flagging their installer package SWA as SevereWeatherAlerts..."

That reads to me as "Your security engine is incorrectly identifying our installer package (SWA) as SevereWeatherAlerts. Please can you correct this for us." ie, he's linking a product to Blinkx that has nothing to do with them! Summary - POOR Example!

He then starts talking about the Zango app popping up a Walmart site whilst he is on Walmart and he's saying that they would claim traffic for this. Well, when I went to the URLs involved here it says:

"Invalid Publisher Code, Offer, or Publisher - Advertiser Partnership Status"

The site then does a HTTP 301 redirect - which means that the page is no longer available and permanently moved elsewhere, whilst passing through the querystring (Data usually used in this case to identify the affiliate and campaign). This 301 redirects again to a DEFAULT landing page. None of the querystrings do anything and there are no affiliate cookies on the page. It simply landed on the fall back page when there is nothing else to show.

Basically, the OLD Zango app, did a popup to an ad that didn't exist and Walmart redirected them to a default landing page. Summary - POOR Example!

The points he can fairly make is that Pinball/Verti are a subsidiary of Blinkx and have left some of the servers running. Why?

On AdOn, there's not much I can evaluate here. A hidden IFRAME could well have contained some dodgy traffic, but it will be hidden on a publishers website. ie, the website owner has put the code there - not AdOn. He even says it himself that he "found a BOTNET sending click fraud traffic through AdOn's ad-feeds.com server". With his Alexa statement (Which, by the way, thinks that 73% of Blinkx.com traffic is from the UK!) he is trying to say that Blinkx control the botnet. There is ZERO evidence of this and so again - POOR Example!

He then uses site:blinkx.com on Google, which is a way to see all of the pages Google has indexed. He says that it is ordered in terms of popularity - its not, yet he says it is to insinuate that he is evaluating one of Blinkx's best pages. He then proceeds to the long time defunct tv.blinkx.com where almost all links were removed a few years back.

He clicks a link for 60 minutes, which goes to the Blinkx servers, finds that its an old link and redirects him to Blinkx Buzz - the Blinkx homepage. Again a DEFAULT redirect. - ANOTHER POOR Example!

He then claims that the ads start playing when you click a link to leave the site. They don't it is actually just slow to load. Try it yourself hxxp://tv.blinkx.com/show/panorama/3KmCgB61GaSBr-lN - POOR Example again!

He does mention that we Vindico finds that just 23% of Blinkx videos are viewable. I would like to know how they are analysing this and it is difficult to comment without know more. Blinkx uses a lot of modern techniques and responsive HTML to display the videos, e.g. displaying the same web page but it displays differently on desktop/mobile/tablet - how are Vindico judging this? We should also remember that they are a network not a website like CBS who appear to own their websites. I do view their Gamespot website and they play the SAME ad for every video, to the point where you think... I'm definitely not buying that! But that's another story!

Edelman finally questions why Blinkx makes so much more money than it's rivals per headcount. Is he completely unaware that Blinkx use the IDOL + proprietry based technology to automatically do what most companies have to do manually? Blinkx have much better technology than the rivals as well as a number of years headstart. To try to make out that this is a bad thing is very foolish.

To summarise, most of what Edelman wrote was poor. He has been digging for dirt and found it hard to come by. His examples are poor and his conclusions are full of assumptions.

He has only one decent point to make out of the whole article and it's one longs have wondered about for a long time... why is Pinball/Verti still around? Why run the risk of an annoying "toolbar" company when they generate minimal "Conventional Revenue" (Plus data gathering), which we know is very small for the company in comparison to it's "Premium Revenue". They should have got rid a while ago because it was a timebomb waiting to happen and has unjustly slaughtered the share.

Despite most of the blog post being incorrect, Blinkx do need to come out with a response - hopefully before the trading update.

Gausie - 05 Feb 2014 10:28 - 5280 of 6187

I really don't get the point of all these lengthy he said/she said analyses and finger pointing. Do you really think some HTML programmer knows better than the market?

Everything you need to know is in the price and the volume.
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