Local.com aussichtsreich
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Looking at what Krillion does for Local Corp: Data Is Central
Looking at what Krillion does for Local Corp., the service collects and distributes real-time national and regional retail shopping information. Krillion can gather details on current prices and sales, from roughly 120,000 store locations, representing nearly 3 million individual products.
Although it’s fairly central to everything Local Corp. is doing these days, Thomas-Zon says that Krillion operates as a separate business unit within the larger company.
“Krillion fills the part of Local Corp.’s business that focuses specifically on retail data and shopping content, as opposed to other general services related business content,” Thomas-Zon adds.
Depending on the needs of a given client, Krillion can float downward and connect with the company’s other units. As Local Corp. starts to work with smaller independent retailers, the use of Krillion’s shopper data could prove attractive to small businesses that are struggling to understand how new technologies fit into their retail strategies
Denn selbst beim zehnfachen Kurs mit einer dann Marktkapitalsierung von 380 Millionen hätten wir bei einem Umsatz von 105 Millionen nur eine Kurs-Umsatz-Bewertung von 3,6 - Yelp hat momentan eine irgendwo zwischen 10 und 15.
Local Corporation (LOCM)-NasdaqCM Follow
1.60 0.02(1.23%) 3:41PM EDT - Nasdaq Real Time Price
Prev Close: 1.62
Open: 1.65
Bid: 1.59 x 300
Ask: 1.60 x 400
1y Target Est: 3.50
Beta: 1.44
Earnings Date: Nov 5 - Nov 10 (Est.)
Day's Range: 1.59 - 1.65
52wk Range: 1.46 - 2.30
Volume: 74,668
Avg Vol (3m): 71,356
Market Cap: 37.17M
P/E (ttm): N/A
EPS (ttm): -0.43
Div & Yield: N/A (N/
Read more at:
geomarketing.xxx/local-corp-continues-to-double-down-on-mobile-building-blocks
You must only substitute xxxx through the right letters.
New channels, new devices, new experiences - globally
nQuerry by Local
- Mobile carriers & operators
- ISPs
- Consumer devices & appliances
- Digital signage
Source: Company Overview 2 - 2014
CEO Fred Thiel on the Conference Call yesterday: "In July we launched nQuery by Local, a white labeled hosted search solution that powers customized search experiences and supports the company’s goal to populate local search across the internet of everything. The company recently entered into partnerships with entities that specialize in monetizing subscriber traffic for mobile operators in public and private WiFi networks.
Through these partnerships Local Corporation expects to power search for a major U.S. mobile carrier, 18 international and prepaid MVNOs and over 10,000 U.S. hotels. nQuery is already powering millions of user searches per month and is expected to grow significantly with the onboarding of new partners."
Source, Read the complete text of the transcript of the Conference Call direct at Seeking Alph
Looking at what Krillion does for Local Corp., the service collects and distributes real-time national and regional retail shopping information. Krillion can gather details on current prices and sales, from roughly 120,000 store locations, representing nearly 3 million individual products.
Although it’s fairly central to everything Local Corp. is doing these days, Thomas-Zon says that Krillion operates as a separate business unit within the larger company.
“Krillion fills the part of Local Corp.’s business that focuses specifically on retail data and shopping content, as opposed to other general services related business content,” Thomas-Zon adds.
Depending on the needs of a given client, Krillion can float downward and connect with the company’s other units. As Local Corp. starts to work with smaller independent retailers, the use of Krillion’s shopper data could prove attractive to small businesses that are struggling to understand how new technologies fit into their retail strategies
Looking at what Krillion does for Local Corp., the service collects and distributes real-time national and regional retail shopping information. Krillion can gather details on current prices and sales, from roughly 120,000 store locations, representing nearly 3 million individual products.
Although it’s fairly central to everything Local Corp. is doing these days, Thomas-Zon says that Krillion operates as a separate business unit within the larger company.
“Krillion fills the part of Local Corp.’s business that focuses specifically on retail data and shopping content, as opposed to other general services related business content,” Thomas-Zon adds.
Depending on the needs of a given client, Krillion can float downward and connect with the company’s other units. As Local Corp. starts to work with smaller independent retailers, the use of Krillion’s shopper data could prove attractive to small businesses that are struggling to understand how new technologies fit into their retail strategies
Historically we have pointed Krillion at the shopping space and we have ingested millions of records regarding products, 100s of 1000s of retail locations, product availability in those locations, pricing trends and built some very rich data that we can use in better presenting results for product and business searches as well as data that can be licensed to partners and can feed interactive ads.
We’re going to continue to leverage Krillion across a broader swap of data sets and leverage that across the full spectrum of sites that we own and operate as well as make that available to our partners in the industry so that they can leverage the richness of the data that we create there."
CEO Fred Thiel at the conference call (Read the complete transcript of the Conference Call direct at Seeking Alpha)
It's All in the Real-Timing
"In the past, mobile phone users would search for "Best Buy" if they were looking for a computer or TV, but now they" type in something more specific," Thomas-Zon says. "A consumer will put "55-inch, LED Samsung" in the search box."
The ability to show a variety of retailers selling that TV within two- or three miles of where that consumer is located is crucial. From there, matters of pricing and availability are the competitive vantage points for the retailers involved, who use the offers Local Corp.
"Ultimately, the determining factor in capturing a local sale involves providing the data and the content that reflects the deeper, richer search experience [users expect]," Thomas-Zon says. "It goes beyond simply clicking onto Best Buy"s mobile site. The information has to be comprehensive and delivered in real-time."
Source: Read the complete text direct at geomarketing.
Danke erstmal für Deine interessanten Recherchen.
Bin selbst mit ordentlichen Stücken vertreten und stocke bei jeder Schwäche auf.
Eine Frage hätte ich an Dich.
Wie hat es Local.com eigentlich geschafft,
den Cash um satte 3 Millionen Dollar zu steigern?
Denn eigentlich müßte der Kurs alleine wegen dieser Tatsache
ordentlich anziehen.
Natürlich wird der Kurs noch nach oben gedeckelt,
verschafft mir aber schöne Einkaufskurse.
Beim vielleicht zu hastigen Aufbau des Netwokrs hatte man sich im letzten Jahr einige Kunden (vermutlich kleinere Publikationen/Verlage) eingefangen, die ihre Rechnungen nicht oder nicht fristgerecht bezahlten. Einen Teil dieser Neukunden hat man im letzten hallben Jahr, insbesondere aber im letzten Quartal, wieder eliminiert, was auch die Ursache für den Rückgang der Umsätze im Bereich Network in den letzten beiden Quartalen war.
Das ist positiv zu sehen, auch wenn dieser Effekt eher nur ein Einmaleffekt ist. Ganz grundsätzlich gesehen, peilt Local Corp auch momentan und wohl auch in absehbarer Zeit keine hohe Kassenzunahme an, obwohl das problemlos möglich wäre, wenn man nicht fast die halbe Belegschaft in der Produktentwicklung/Marketing arbeiten ließe. So steckt Local Corp aber jeden Cent in diese beiden Bereiche, der vom Kerngeschäft übrig bleibt - bis auf die Teile, die man zur Aufrechterhaltung der Liqudität braucht, denn die Ausgabe neuer Aktien will man bei den momentanen Kursen weitgehend vermeiden.
In the short term the impact of traffic that was disqualified due to quality issues has resulted in decreased network traffic and revenue in the second quarter, nevertheless with improved traffic quality tools and the addition of new sites and partners that meet our high quality traffic standards we expect the network to return to growth."
Quelle: Mitschrift des letzten Conference Call, Lesen des gesamten Transcripts direct auf Seeking Alpha empfehlenswert!
dann muß man zwangsweise mit einem Shortsqueeze rechnen,
der sich gewaschen hat.
Denn der Cashbestand war eigentlich das einzige Negative überhaupt,
um den Kurs in diesen Niederungen Deckeln zu können.
Sobald der Cashbestand oder die Gewinne weiter anwachsen,
kommt es hier definitiv sehr schnell zu einer Neubewertung.
Ich persönlich stocke zu diesen Kursen jedenfalls kräftig auf.
First, the market is undervaluing Local Corp. relative to peers. By placing a very conservative EV/Sales multiple on Local, its shares have almost 300% upside.
The recent management change provides a catalyst to close the undervaluation of the Company's share price. Fred Thiel has significant experience in running technology companies and improving a company's strategy and operations.
Local Corp.'s recent introductions of the Krillion platform and Havvit app for mobile provide the Company with new opportunities for growth. The Company plans to grow rapidly through existing operations, Krillion, and Havvit/Mobile.
Source: Read the complete text in Focused Trader in Seeking Alpha
Fiscal 2014 Financial Guidance of Local Corp:
Revenue for 2014 is expected to be in the range of $103 million to $107 million, which at the mid-point is an increase of 11% over 2013 revenue.
That by a market-cap of 38.56 from million Friday 0.37-times-revenues.
Fiscal 2014 Financial Guidance of Yelp:
Yelp raised his full year fiscal 2014 revenue guidance to $373.2 million from a previous $365.9 million.
That by a market-cap of 5.88 billion from Friday 16.07-times-revenues.
Increased Positions of Institutionals are the 14-fold of decreased positions of institutionals
Increased Positions of existing owners in Q2/2014: = 751,598 shares
Decreased Positions of existing owners in Q2/2014 = 53,013 shares
Wobei ich das Vorgehen von Libuda nicht dem Normalanleger empfehlen würde, denn nur Risikofreudige sollte eine solche meines Erachtens allerdings aussichtsreiche Investition tätigen, die sich zudem meines Erachtens je nach Risikoneigung nur in niedrigen einstelligen Prozentsätzen des Portfolioumfanges bewegen sollte. Abraten würde ich vor allem nervösen Zockern, die bevorzugt bei Höchstkursen einsteigen und beim ersten Rückgang wieder bei Verlust verkaufen, denn die sind ein gefundes Fressen für das extrem hohe Shortselling bei Local Corp, das zwar kurz- und mittefristig die Kurse manipulieren kann, meines Erachtents gegen die exzellenten Fundamentals aber auch nicht den Hauch einer Chance hat.
Targets Market Expected to Reach $16.3 Billion by 2016
IRVINE, Calif.--(BUSINESS WIRE)--Apr. 9, 2014-- Local Corporation, a leading local advertising and technology company, today announced the launch of its new mobile display ad network for advertisers and publishers.
The company’s new mobile display network provides advertisers with additional reach and exposure for their brands through the distribution of relevant display ads across Local’s extended network of mobile-enabled sites and apps.
“The launch of our mobile display ad network is a natural progression as we focus on becoming a mobile-first company. It also demonstrates one more way we are connecting advertisers with the increasing number of mobile-enabled consumers."
“According to eMarketer, US mobile display ad spending is expected to grow from $8.1 billion this year to $16.3 billion in 2016. We are excited to utilize recent investments in our technology platform to further advance our mobile footprint in this growing market. We delivered impressive year-over-year network growth of over 140 percent in 2013, and the release of new mobile products for our advertising partners will continue to provide additional revenue opportunities for the company.”
The mobile display network distributes targeted mobile display ads from top advertisers to consumers through leading mobile-optimized sites and apps, including the mobile-enabled version of Local Corp.’s flagship site.
nStore
Consumers found you online. Now drive them in-store.
Add dynamic, localized where-to-buy functionality to your online product pages that will engage ready-to-buy shoppers. Leverage Local Corp's turn-key JavaScript® implementation or tap Local Corp's powerful API to support your retail channel and help shoppers find your products at stores nearby. Desktop, mobile and tablet compatible, Local Corp'ssolution supports your customers by providing local buying options.
Local Corp's Solution Features:
• Real-time store availability
• Dynamic nightly pricing updates
• Rich-store level details
• Flexible API
• Powerful reporting analytics Less
"Beyond this, last week at the ad:tech conference in San Francisco Local announced a mobile ad unit (nFuse) distributed through mobile ad network InMobi. It’s essentially a direct competitor to Retailigence’s adPOP, which inserts local store, product and availability information into mobile ads.
According to Local’s collateral, nFuse is a:
Powerful, location-aware mobile ad solution allows national and regional brands to more effectively engage with on-the-go consumers through location-based rich media ads that use a consumer’s current location to retrieve nearby local store information, and up-to-the-minute product, pricing, and in-stock availability details.
Dynamic data elements and user actions available through nFuse include: time-zone adjusted store hour messaging, maps, image galleries for promoted categories, updated sale pricing, and an opt-in calendar feature for future sale reminders."
Source: Read the complete text from Greg Sterling direct on Screenwok
The 7-fold market-cap of Marin like Local Corp is a joke by such numbers of Marin
Income Statement fo Marin:
View: Quarterly Data All numbers in thousands
Period Ending Jun 30, 2014 Mar 31, 2014 Dec 31, 2013 Sep 30, 2013
Total Revenue 23,854 22,815 21,829 20,113
Operating Income or Loss (8,883) (8,056) (7,910) (7,865)
Yelp has only the 3.6-fold revenues of Local Corp, but the 155-fold market-cap – a divergence with the factor 43, which never will lasten
§Fiscal 2014 Financial Guidance of Local Corp:
Revenue for 2014 is expected to be in the range of $103 million to $107 million, which at the mid-point is an increase of 11% over 2013 revenue.
Fiscal 2014 Financial Guidance of Yelp:
Looking forward, #$%$ raised his full year fiscal 2014 revenue guidance to $373.2 million from a previous $365.9 million. The higher expectations are due to increased claimed local business accounts, which translates to higher active local business accounts.
The business of Local Corp is more sustainable than the business of Yelp
Yelp is bad for real consumer-products, you can it only use for restaurants and similar. But if you had found an excellent restaurant, you will ignore Yelp in the future.
But by every buy of a new product, you want to look at the inventory of some shops around you and use an offer of Local Corp, especially since Krillion was intergrated in hte most offers of Local Corp.
And therefore a rational investor will hurry with a change from extreme overvalued Yelp with the big danger of a fast saturation to the extreme undervalued Local Corp with a lot higher sustainability than Yelp.
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.
Yelp has only the 3.6-fold revenues of Local Corp, but the 155-fold market-cap – a divergence with the factor 43, which never will lasten
Fiscal 2014 Financial Guidance of Local Corp:
Revenue for 2014 is expected to be in the range of $103 million to $107 million, which at the mid-point is an increase of 11% over 2013 revenue.
Fiscal 2014 Financial Guidance of Yelp:
Looking forward, #$%$ raised his full year fiscal 2014 revenue guidance to $373.2 million from a previous $365.9 million. The higher expectations are due to increased claimed local business accounts, which translates to higher active local business accounts.
The business of Local Corp is more sustainable than the business of Yelp
Yelp is bad for real consumer-products, you can it only use for restaurants and similar. But if you had found an excellent restaurant, you will ignore Yelp in the future. Only regional expanding, which coming now to an end, had increased the revenues of Yelp is the last month.
But by every buy of a new product, you want to look at the inventory and prices of some shops around you and use an offer of Local Corp, especially since Krillion was integrated in the most offers of Local Corp.
And therefore a rational investor will hurry with a change from extreme overvalued Yelp with the big danger of a fast saturation to the extreme undervalued Local Corp with a lot higher sustainability than Yelp.
Thiel: Most of the top 100 retailers have omnichannel programs in place, with sophisticated and well-developed ecommerce sites and brick-and-mortar stores.
More and more, with retailers like Wal-Mart and Target, the brick-and-mortar location is becoming a localized distribution center. It doesn’t matter if you’re buying online, picking up in-store, having something delivered in a store or ordering it online for home delivery. Retailers just don’t care. What they care about is that the purchase is made, and they’re setting up their systems so that omnichannel becomes the core mantra.
“More and more, with retailers like Wal-Mart and Target, the brick-and-mortar location is becoming a localized distribution center.”
I think that’s the reason we’ll see retailer appification. Branded retailers are going to try to build retailer affinity among consumers so the purchase is made, whether it’s online or offline.
Friday, July 18, 2014 (ProgrammableWeb)
Expertise in working with APIs and big data is paying off for Local Corp. Local built a $100 million business by aggregating huge amounts of data and then serving ads to consumers searching for local business and product listings. Local is now using APIs to extend its local-search business into fast-growing markets such as mobile shopping apps.
"Krillion by Local" offers powerful API access to real-time data about 120,000 retail stores, 4,300 shopping categories and 3 million product SKUs.
Local acquired local-search startup Krillion in 2011 for its local-shopping data engine. Local invested heavily in Krillion's technology development, leveraging Local's expertise in working with large data sets to scale Krillion's API resources. Local reaches 10% of U.S. Internet users through its sites and syndication network and serves more than 3 billion ads a day. These huge traffic numbers are supported by sophisticated back-end technology. Local made it easier to get data into Krillion programmatically, and its product data set grew exponentially.
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 Corp's local shopping data is growing daily!
~120,000 retail store locations
Over 4,300 consumer shopping categories
Nearly 3 million localized products