Local.com aussichtsreich

Warum sich diese sensationell gute Nachricht bisher nicht im Kurs niedergeschlagen hat, frage ich mich auch.

Eventeull ging es den Investoren so wie mir, der die fast drei Wochen alte Meldung nicht wahrgenommen hat, weil sie bei der Verwendung der üblichen Suchwörter vom Google-Radarschirm nicht erfasst wird.

Unerklärlich ist mir auch, dass das nicht als kursrelevante Ereignisse vom IR von Local Corp gepostet wurde. Vermutlich wollten sich hier erst die Insider die Taschen füllen.  

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Quick Facts
• Founded: 1983
• Headquarters: Chicago, IL
• Customers: 4.8 Million •Revenue (2014): $3.893 Billion
• Associates: 6,600
• Network: Fourth generation (4G) Long Term Evolution (LTE) network, Code Division Multiple Access (CDMA)  

schon lange nicht mehr:

http://biz.yahoo.com/e/150505/locm8-k.html

Woran das wohl hängt?  

The Google Amendment provides for an extension of the Google Agreement until March 31, 2018.  

http://localcorporation.com/about/newsitems/577  

I came in with the goal of trying to transform the company into a sort of modern search marketing business, away from the legacy search marketing and business listings that Local Corp is best known for. My background has always been about coming in and transforming businesses from a legacy business to something new. What I love about Local Corp is that the years of experience the company has in search have created a huge opportunity in two areas. One is in programmatic, the other is in mobile search.
 

The world of programmatic enables you to now remove the inefficiencies

Street Fight: Also earlier this week, you guys announced a partnership with RocketFuel. From a structural standpoint, how does the shift to programmatic sales alter the way you build your business?

EO Thiel In the traditional advertising world, you had to have a sales force that had relationships with advertisers. If you were an ad network, you had to have a sales force that was focused on building relationships with publishers. The world of programmatic enables you to now remove the inefficiencies of that very personal relationship-based business and go more toward one which makes the advertising industry look like the stock markets.

Because we have all this search intention data — we have 200 million unique consumers a year who come through our owned and operated business — we know a lot about what people want, because all of the people searching through our systems are looking to buy something or find a place to buy something. It’s not people searching for Justin Bieber’s latest adventure or who won at the Oscars. It’s “Where can I buy? What are the opening hours? What’s the price?” That gives us a huge insight into audiences, and it allows us to, on behalf of our advertisers, go out and procure traffic which will have the highest likelihood of conversion.
 

http://finance.yahoo.com/news/...-bolt-platform-adding-120000008.html  

This guidance from Feburary is NOT corrected through a preeliminary Statement - now 36 days after the end of Q1/2015

 2015 Financial Guidance

Financial guidance for 2015 remains consistent with that provided on Jan. 12, 2015. Revenue is expected to be in the range of $82 million to $86 million. Adjusted EBITDA is expected to be in the range of $3 million to $4 Million.
 

Hier geht es um Local Corp  

Yelp Comparison: Every $1 revenues of Yelp has the 40-fold Valuation of $1 revenues of Local Corp

For the full year of 2015, net revenue of Yelp is expected to be in the range of $574 million to $579 million, representing growth of approximately 53% compared to full year 2014. Adjusted EBITDA is expected to be in the range of $102 million to $105 million

576 million revenues in 2015 and a market.cap of 3.73 billion today – are 6.48-times-revenues of Yelp

Business Outlook of Local Corp with a market 13.75 million today:
Financial guidance for 2015 remains consistent with that provided on Jan. 12, 2015.
Revenue is expected to be in the range of $82 million to $86 million.
Adjusted EBITDA is expected to be in the range of $3 million to $4 Million.

84 million revenues in 2015 and a market.cap of 13.75 million today are 0,16-times-revenues of Local Corp

Quelle: Daten stammen von yahoofinance,com
 

schön und gut :"Every $1 revenues of Yelp has the 40-fold Valuation of $1 revenues of Local Corp"

aber was soll das ?? Yelp hat eine blizsauber Bilanz und ist nicht pleitegefährdet wie Local,also was bringen solche Vergleiche ?

MFG
Chali  

dass ein Unternehmen pleitegefährdet sei, muss man das auch begründen.

Und weil Chalifmann3 das nicht kann, macht er das nicht. So einfach geht für manche das Posten auf Internetboards.  

We’re actually doing , similar to what people do in the stock market - that business is very large, potentially

Streetfightmag: Do you see the selling of first-party data as a potentially meaningful revenue stream for the company?

CEO Thiel: The selling of data could be very interesting. But the bigger play here is really to trade. This goes back to the concept of stock trading — if I know what consumers want to buy, I can go find advertisers that can target those specific consumers. I can do that smarter than other people because I have more data. Say you do a search — you’re going to a wedding and need a gift. I can infer that you will have completed your search and bought the item within two weeks. Afterwards, there’s a low likelihood you’re still looking for that. I’m effectively doing what’s called audience extension — leveraging our first-party commercial search intent data and monetizing it. We’re actually doing arbitrage in the advertising world, similar to what people do in the stock market. It’s a very scientific approach to the buying and selling of impressions, and filling demand on the advertiser’s side based on that knowledge. That business is very large, potentially.
 

erhofften Kurssteigerungen - aber nichtsdestotrotz ist das momentane Kursniveau absurd niedrig.

84 Million revenue in 2015 + 56 million shares by 1-times-revenues = $1.50/share and by 2-times-revenues = $3/share

We have five new owner from Wolverine-Group and every owner has convertible bonds, which can changed in 6.39 million shares = together 32 million shares and additional 0.6 million shares from the change of the convertible bonds of the management = 32.6 million new share. Together with the existing 23.4 million shares would exist now 56 Million shares, if the convertible bonds would be changed in shares.

I am not happy about this solution, but maybe there was no alternative, because the Square-
Bank pressed Local Corp and wanted to steal the high valuable patent-portfolio. But on the other side is this solutions not a reason for the idiotic low market-cap of only 14 million yesterday. And positive is, that by change of the loan for shares the debt were reduced and Local Corp get additional working-capital of 3 million.

The last annoucement about regvenues and EBITDA's was: " Financial guidance for 2015 remains consistent with that provided on Jan. 12, 2015. Revenue is expected to be in the range of $82 million to $86 million. Adjusted EBITDA is expected to be in the range of $3 million to $4 million."

The question of the future must be: What is the value of a company with revenues of 82 - 86 million and a EBITDA of 3 -4 million in 2015?

I am sure, higher the 14 million of Friday: 84 Million revenue in 2015 + 56 million shares by 1-times-revenues = $1.50/share and by 2-times-revenues = $3/share

 

wird es wömöglich oder sogar warscheinlich noch mehrmals fette dilution geben und dein "Aussmass der erhofften Kurssteigerungen" immer weiter reduziert ! Immerhin ist der operating cashflow schon positiv,aber nur mit knapp der hälfte des Debt,und die Cashbestände sind auf nur noch 2,5 Mio zusammengeschrumpft bei aktuell 6 mio Verlust,deshalb sagte ich ja auch dass Local im Gegensatz zu Yelp pleitegefähret ist ,zumindest aber zukünftig sein könnte .....

MFG
Chali  

könnte in der Tat für eine ganz andere Internetaktie zutreffend sein,die nämlich von den ganzen unzähligen Pleiten der Companys weltweit richtig fett profitiert,ich weiss nicht,ob du die kennst,scheint wirklich interessant zu sein: Liquidity Services,inc (LQDT)

 

http://localcorporation.com/content/pdf/local_mediaKit_100313.pdf  

träumen vielleicht einige Shortseller auf dem Yahoo-Board.  

beschäftigen:

The question of the future should be: What is the value of a company with revenues of 82 - 86 million and a EBITDA of 3 - 4 million in 2015?

 

Chance für Local Corp:

https://hbr.org/1999/01/...ompany-ready-for-one-to-one-marketing/ar/1  

3 Months Ago 1 Month Ago Current
Buy 2 3 3
Overweight 0 0 0
Hold 0 0 0
Underweight 0 0 0
Sell 0 0 0