Local.com aussichtsreich

Travelzoo/281.6/163.06/1.7  

Do you believe a market-cap of only 42 million for Local Corp makes sense?

Adjusted EBITDA positive during the last six years (Source Company Overview 2/2014 - filed to the SEC too)

FY-09
FY-10
FY-11
FY-12
FY-13
FY-14* (Estimate)

Adjusted EBITDA
$3,041
$13,775
$3,247
$777
$4,533
$4,000 Less

More than excellent facts from last Local Corp's Corporate Overview Q2/2014

- Core business feeling growth: Network revenue grow 140'% last year

- Monetizing the consumer throughout the path to purchase: 24 million visitors/month, 3 billion impressions, thousands of site

- Innovative discovery & shopping technologies - 3 million inventory-proucts: 120,000 retailer stores, 90% coverage

- Trades below peers: Trading at 0.4 revenues - peers at 3.3 revenues



Excellent Growth - Solide Financials - First Class in Mobile

The Growth of Local Corp

• Q1 revenue of $26.2M up 22 percent from prior year period

• Q1 Network revenue up 78 percent from the prior year period

• Q1 O&O revenue up 7 percent from Q4 2013

• RKV of $189 up 6% from Q4 2013

Financials: We now expect performance to be at the high end of the guidance range

• Ended Q1 with $3.7M in total cash

• Reached Q1 revenue of $26.2M and Adjusted EBITDA of $712,000

• 2014 guidance: Revenue between $103M and $107M, and Adjusted EBITDA between $3M and $4M

• We now expect performance to be at the high end of the guidance range

Mobile

• Launched nFuseTM and nStoreTM

• Launched Mobile Display Ad Network

• Released version 1.5 of the HavvitTM app for iOS 7-enabled device
 

- zumindest beim dortigen Webmaster, denn der lässt inzwischen diesen Vergleich nicht mehr zu:

Yelp  - Valuation 5,310.0 - Revenues 365.0 - 14.5-times-revenues

Local Corp - 45.4 - 107.0 - 0.4-times-revenues
 

dem Webmaster von Yahoo nicht, die er blockt, obwohl sie Bestandteil eines gestirgen Filings von Local Corp an die SEC sind:

2 4 million unique monthly visitors on the flagship site and 3 billion impressions monthly on the Distribution Network

Owned & operated site plus Network
Our network consists of our Owned & Operated site and a distribution Network, which provided advertisers with quality traffic and our publishers with differenentated engaging content and high performance monetization solutions.

Flagship site

- The Flagship site and app offer consumers comprehensive and relevant local search results and content from the industry's leading search and content partners.

- 24 million unique visitors

Distribution Network

- Our distribution Network consists of a diverse group of mobile, app and desktop publlisher, including regional media sites, mobile carriers and pure play search sites, allowing us to reach more consumers across the internet and providing our advertisers with higher engagement.

- 3 billion impressions monthly
 

First published numbers from Insitutionals are all positive or flat - not any decrease
Owner Name
Date
Shared Held
Change (Shares)
Change (%)
Value (in 1,000s)

BARCLAYS GLOBAL INVESTORS UK HOLDINGS LTD
06/30/2014 893,535 28,169 3.26 1,617
ANCORA ADVISORS, LLC
06/30/2014 93,487 93,487 New 169
BLACKROCK FUND ADVISORS
06/30/2014 85,427 2,440 2.94 155
CUTTER & CO BROKERAGE, INC.
06/30/2014 15,000 0 0.00 27
BLACKROCK INVESTMENT MANAGEMENT, LLC
06/30/2014 4,289 4,289 New 8
 

hat momentan offensicht wieder Dienst, denn er sperrt auf dem Yahoo-Board zu Local Corp diese Aussage von Local Corp selbst: "We believe that our local search results delivered to our flagship-website and app and our Network partners, as well as to third party partners through our Krillion platform, provide a lot of benefits to consumers using our services, our Network publishing partners, and advertisers (whether our own or our partners)".  

Smartphones make local search relevant - and the big winner is Local Corp

- 35% CAGR US Mobile Ad Spending from 2013 - 2018 (Source: via eMarketer)

- 4 in 5 consumers use search engines to find local in formations (Source: Google)

- Over 1/2 of all local searches end with a purchase (Source; comscore)

- Money is flowing in location based molbile marketing (and social and mobile are key)
(Source: Bisiness Insider)
 

to buy 6,000 shares for only $1.85 of a Tenbagger.
 

Richer consumerexperience, expanding channels & innovative technology to fuel growth
(Source: Coprerate Overvieim Q2-2014 of Local Corp (filed yesterday as 8-K to the SEC))


INNOVATION (Future)
Innovative technology
- Deliver a relevant personalized consumer expericence
- Quality experience acrosw screens
- Focus on innovation
- Rapid iterartion


FOCUS (2013 - 2014)
Privot to enterprise
- Shift in focus from SMB to Enterprise
- Focus on mobile experiences


FOUNDATION (2004 - 2012)
Deep roots in local search
- Focus on local search
- First search site live in 2004
 

Investing in innovation as a primary vehicle for growth of Local Corp

- 48% of employees of Local Corp will work in research and development by 2014

- Local Labs serves as a digital technology lab and start-up incubator focused on innovating the digital ecosystem that converges around the digital shopper’s path from discovery to decision.

- 2014 Estimated Revenue: 15% of the projected revenue generated from new initiatives. That are by 107 million revenues of the last guidance about 16 million revenues from new initiatives.

- 2013: 26 Research & development employees = 27% of workforce
2014 (estimate): 47 Research & development employees = 48% of workface

Source Last Corperate Overview Q2/2014 (filed as 8-K to the SEC)
 

(weil der "Waldi" vom "Der Aktionär" mit diesem Begriff Schindluder getrieben hat):

Why 402 million market--cap of the Rubicon Project are a joke agaiinst 42 million market-cap of Local Corp
For the full year ending December 31, 2014, the Rubicon project expects:
• Revenue between $117 million and $119 million;
• Adjusted EBITDA between negative and positive $1.0 million;

For the full year ending December 31, 2014, Local Corps project expects:
• Revenue between of 107 million million;
• Adjusted EBITDA of positive $4.0 million; Less

I believe, with this and a lot other compares, it is simple to understand, why fankenguru said, that Local Corp is a sure tenbagger.
 

Geld- und Briefkurse

Handelsplatz

Geld-Stk.

Geld

Geld-Brief

Brief

Brief-Stk.

Spread

Zeit





Tradegate
1.132

1,324 €







1,376 €

1.090

3,93%

08:01:04





Stuttgart
3.000

1,325 €







1,375 €

3.000

3,77%

07:48:12





Frankfurt
1.133

1,324 €







1,376 €

1.091

3,93%

08:01:04





München
1.500

1,324 €







1,376 €

1.500

3,93%

07:57:37





Berlin
1.132

1,324 €







1,376 €

1.090

3,93%

08:01:04





Nasdaq
200

1,10 $







2,22 $

3.300

102%

00:30:01
 

And not extreme overvalued like Yelp, extreme undervalued

Local advertising is difficult to scale, so it hasn't been a low-hanging fruit in the first stages of mobile media monetization

Only few companies like Local Corp can say: "Yes, we can."

And no other company has a better IP-portfolio in local like Local Corp.



A more idotic divergence I never had seen

Yelp reported $89 million in revenue for the second quarter – that ins only 3.2 fold of my estimate of 28 million for Local Corp. But the market-cap of Yelp is with 5.15 billion the 123-fold of the idiotic low 41.67 million market-cap of Local Corp



Hyperlocalized ads with Local Corporation

Friday, November 08, 2013 (Allvoices)

One ad network on the ad:tech New York expo floor is making an impression with advertisers thanks to its focus on local. With Groupon and retailer coupons on the decline, advertisers are looking for a way to reach regional audiences that doesn't rely on location-based targeting alone. Advertisers also need to incorporate images, text, video and sound across all platforms.

Local Corporation's strategy is holistic. With display ads on local newspapers and local business registers as well as pre-roll ads and mobile banners, Local Corporation can ensure that people in the right areas are seeing the right ads–and people outside of those areas don't.

This optimization should improve click-thru rates, which Local Corporation claims are eight times higher through their network than the industry standard. With 3 billion impressions and 2 1/2 page views per visit on average with 50 million monthly page views in total, that's a lot of clicks.



Local advertising is difficult to scale, so it hasn't been a low-hanging fruit in the first stages of mobile media monetization. But advertisers know mobile now and they're finally ready to do local



13 Current Patents + Applications Pendingfankenguru by fankenguru

- Four Search/Menue Patents

- Five Pay-Per-Call Patents

- Two Web Domains/Other Patents

- One very important Local Shopping Patent

- One Ad monetization Patent Less
 

How retailers will beat Amazon and Ebay with geofencing

Krillion by Local now powers local-shopping experiences for apps, brands and retailers. Krillion provides apps with real-time access to data on products, pricing and in-store availability at popular retailers, including Best Buy, Sears, Target and Wal-Mart.

Local also demoed some cool products at the Seimer Summit this week in Santa Monica, Calif. "Geofencing" technology allows brands and retailers to message consumers with offers that incorporate real-time product data when they come within a certain distance of a store. "Ambient data" feeds allow retailers to place store hours and location information next to product-related YouTube videos.

"Krillion's dynamic data feeds enable advertising and app data to be delivered in highly personalized ways," says Local CEO Fred Thiel. "Marketers can reach targeted consumers based on where they happen to be, where they are going and what products they have been researching."

Investing in APIs is strategically important for Local. The Krillion API allows them to work with large corporations willing to subscribe to expensive data feeds. Local previously focused more on selling advertising packages to small and medium-sized business. Also, more than half of Local's revenue comes from partnerships with Yahoo and Google, so Local is now able to diversify its revenue and reduce dependence on those two tech giants.

The Krillion by Local's developer site gives a broad overview of what is possible with Local's APIs.

Read the complete text at programmableweb


"Local mobile marketing has tremendous potential for businesses that are trying to break free from the traps of old marketing methods. Geofencing offers one option for businesses to consider. Geofencing allows a business to use the GPS in someone’s phone to locate them. This could come in the form of a text message, a mobile advertisement or other notification."
(Complete article at exploreb2b)
"Local mobile marketing has tremendous potential for businesses that are trying to break free from the traps of old marketing methods. Geofencing offers one option for businesses to consider. Geofencing allows a business to use the GPS in someone’s phone to locate them. This could come in the form of a text message, a mobile advertisement or other notification."
(Complete article at exploreb2b)
 

Local Corp will increase the guidance for the revenues in 2014 from 107 million to 110 million once more again after the first increase three month ago after my estimate

Local Corporation to Announce Second Quarter 2014 Financial Results

IRVINE, Calif.--(BUSINESS WIRE)--Jul. 24, 2014-- Local Corporation (NASDAQ: LOCM), a leading local advertising technology company, today announced it will release financial results for its second quarter 2014 after the close of market on Tuesday, Aug. 12, 2014.
 

Compare with Competitors
Company/Market Cap/2014E Sales/Market Cap : Sales

Blucora/780.7/656.0/1.2

The Rubicon Project Inc 485.3/112.6/4.3

Local Corp/45.4/107.0/0.4

Marchex/421.0/183.0/2.3

Autobytel/116.8/114.0/1.0

Yelp/5,310.0/365.0/14.5

Travelzoo/281.6/163.06/1.7

Demand Media 428.8/357.0/1.2
 

Boston Partners doubled the ownership in Q2/2014 to now near 3% of the outstanding shares

Owner Name

Date

Shared Held

Change (Shares)

Change (%)

Value (in 1,000s)


BOSTON PARTNERS

06/30/2014

640,900

331,589

107.20

1,186
 

My estimate for the revenues in Q2/2014 are 28.5 million - maybe a little bit more. The numbers were announced at Tuesday after market-close.
 

Investing in innovation as a primary vehicle for growth of Local Corp


- 48% of employees of Local Corp will work in research and development by 2014

- Local Labs serves as a digital technology lab and start-up incubator focused on innovating the digital ecosystem that converges around the digital shopper’s path from discovery to decision.

- 2014 Estimated Revenue: 15% of the projected revenue generated from new initiatives. That are by 107 million revenues of the last guidance about 16 million revenues from new initiatives.

- 2013: 26 Research & development employees = 27% of workforce
2014 (estimate): 47 Research & development employees = 48% of workface

Source Last Corperate Overview Q2/2014 (filed as 8-K to the SEC)
 

https://www.youtube.com/watch?v=e73FEpadry4  

lässt der vom Criminal Crime behind The Street Sweeper, der kleine Shortselling-Lemminge manipuliert, gekaufte Webmaster auf Yahoo momentan nicht zu:





First buys today in Germany
.

Local Corp Aktie


WKN: A1J4TP

ISIN: US53954W1045

Symbol: LOCM

Typ: Aktie

Aufnehmen in Watchlist | Depot | Börsenspiel

Letzte Kurse

Handelsplatz (?)

Letzter

Veränderung

Vortag

letzte Stk.

Tag-Stk.

Kursspanne

Zeit


Tradegate
1,39 €

+2,43%

1,357 €

600

600

1,39 - 1,39

09:31:52



Frankfurt
1,356 €

+2,42%

1,324 €

1.000

1.000

1,356 - 1,356

09:02:28
 

und warum ich auch heute noch einmal eine kleine Stückzahl nachgekauft habe:

http://www.sec.gov/Archives/edgar/data/1259550/...0/d771828dex991.htm

Das gibt es ürigens für nur 42 Millionen Dollar.  

http://finance.yahoo.com/mb/LOCM/...2C0%25252C3&mbtc=mb-tab-topic  

habende Wbmaster von Yahoo nicht - wenn die nicht vom Criminal Crime behind Thes Street Sweeper bezahlten Webmaster wieder Dienst haben, dürfte das Folgende dort aber wieder anbringbar sein:



Major Holders


Major Direct Holders (Forms 3 & 4)

Holder

Shares

Reported

REHFELD JOHN E

107,000

Jun 6, 2014

CLARKE HEATH B

69,077

Jan 1, 2014

HUTTO PETER S

48,733

Feb 19, 2013

SAWTELL MICHAEL A

38,382

Jan 1, 2014

HERRING ERICK

33,767

Aug 13, 2013


Top Institutional Holders

Holder

Shares

% Out

Value*

Reported

BlackRock Institutional Trust Company, N.A.

893,535

3.85

1,858,552

Jun 30, 2014

Boston Partners

640,900

2.76

1,333,072

Jun 30, 2014

Vanguard Group, Inc. (The)

593,905

2.56

1,140,297

Mar 31, 2014

Goldman Capital Management, Inc.

3,035,700

13.07

5,828,544

Mar 31, 2014

Ancora Advisors, LLC

93,487

0.40

194,452

Jun 30, 2014

CALPERS (California-Public Employees Retirement System)

89,800

0.39

172,416

Mar 31, 2014

BlackRock Fund Advisors

85,427

0.37

177,688

Jun 30, 2014

Russell (Frank) Company Inc

79,936

0.34

153,477

Mar 31, 2014

Geode Capital Management, LLC

78,225

0.34

150,192

Mar 31, 2014

Spark Investment Management LLC

61,100

0.26

117,312

Mar 31, 2014


Top Mutual Fund Holders

Holder

Shares

% Out

Value*

Reported

Vanguard Extended Market Index Fund

378,331

1.63

726,395

Mar 31, 2014

Vanguard Total Stock Market Index Fund

213,658

0.92

410,223

Mar 31, 2014

iShares Micro Cap ETF

80,852

0.35

150,384

Apr 30, 2014

Spartan Extended Market Index Fund

49,826

0.21

92,676

Apr 30, 2014

Spartan Total Market Index Fund

28,399

0.12

52,822

Apr 30, 2014

Quantitative Master Series Tr-Extended Market Index Series

13,417

0.06

25,760

Mar 31, 2014

Claymore ETF Tr-Wilshire Micro Cap ETF

13,928

0.06

25,906

Apr 30, 2014
 

Meines Erachtens nackte Shortseller, denn bei Institutionals gibt es bisher im zweiten Quartal auch nicht eine Reduzierung.

Die folgenden Zahlen sind jeweils die durchschnittlichen Tagesumsätze in dem halben Monat vor dem genannten Termin.

6/30/2014:  113,262
6/13/2014 :   78,734
5/30/2014:    60,835
5/15/2014     47,861
4/30/2014     45,882
4/15/2014     98,753

Addiert man die 6 Werte und teilt durch 6 kommt man auf einen durchschnittlichen Tagesumsatz von jeweils 74221 an den 62 Handelstagen im 2. Quartal.


Die legalen Shortselller mit Wertpapierleihe reduzierten ihr Shortselling um 148.000, wozu sie mehr als 2 der 62 Handelstage ausschließlich für sich alle Käufe beanspruchten.
Settlement Date Short Interest Avg Daily Share Volume Days To Cover
6/30/2014 1,135,995 113,262 10.029798
3/31/2014 1,283,018 207,067 6.196149

Boston Partners erhöhten ihren Bestand um 331.589, wozu sie mehr als 4,5 der 62 Handelstage ausschließlich für sich alle Käufe beanspruchten.

Owner Name
Date
Shared Held
Change (Shares)
Change (%)
Value (in 1,000s)

BOSTON PARTNERS
06/30/2014   640,900   331,589    107.201,186

§
Ancora Partners erhöhten ihren Bestand um 93487, wozu sie mehr als 1,25 der 62 Handelstage ausschließlich für sich alle Käufe beanspruchten.

Owner Name
Date
Shared Held
Change (Shares)
Change (%)
Value (in 1,000s)

ANCORA ADVISORS, LLC
06/30/2014    93,487    93,487       New173

§
Read more: http://www.nasdaq.com/symbol/locm/institutional-holdings#ixzz3A9YsSZbq


Read more: http://www.nasdaq.com/symbol/locm/institutional-holdings#ixzz3A9XjzUBR


Read more: http://www.nasdaq.com/symbol/locm/short-interest#ixzz3A9SC7QvV