Think Partnership Inc. (THK)

All Comments on THK

  • commenter
    Aug 13 12:12 AM
    General Discussion on THK
    On the last conference call Mr. Lerch announced that THK was getting into the email marketing business. Turning to SPAM is probably the last desperate step an online company can take to save its life. THK has even failed at pornography.

    If you review their balance sheet, they are over valued right now by about 2X and they are very close to being bankrupt. I don't know how anyone can justify an investment at these high levels. My entry tarket is about .21 and even then its very speculative.
    Reply
  • commenter
    Aug 12 12:56 PM
    General Discussion on THK
    After listening to THK'S Q2 results is's obvious that The Network is what it's all about. Writing down the non-core assets and getting something for them will help the companies pocketbook in the long run. It appears that the Network Division is going to show real nice growth going forward. I have felt for some time that the plan was to divest themselves of the parts that aren't working then grow the Network substanially and eventually sell that also. I am a shareholder in THK so all opinions are strictly my thoughts. John what are your thoughts? Thanks Paulie W. Reply
  • commenter
    Jul 05 11:33 PM
    ValueClick: Has the Hunted Become the Hunter? [view article]
    Full disclosure, I own shares of THK. Reply
  • commenter
    Jul 05 11:32 PM
    ValueClick: Has the Hunted Become the Hunter? [view article]
    Based on the growth described, the price ValueClick will have to pay may already be steeper than they anticipated. If growth continues at this pace, they may need their entire war chest ($160 million) to generate interest from ThinkPartnership. Of course, there may be others with far deeper pockets who may decide to enter the bidding as well, all of which bodes well for this 50 cent stock. Just a thought. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:16 AM
    My Website
    General Discussion on THK
    Is this a buy or a sell? Reply
  • commenter
    Mar 29 06:32 AM
    Think Partnership Inc. Q4 2005 Earnings Conference Call Transcript (THK) [view article]
    rock and roll Reply
  • commenter
    Mar 18 04:51 PM
    Kowabunga! is Communications Challenged [view article]
    George - The dividend that you're referring to is a "right" - also known as a poison pill. If an investor takes a 15% stake in the company, each holder of a Right (except those held by the Acquiring Person and its Affiliates and Associates) will have the right to purchase, upon exercise, Preferred Stock of the Company having a value equal to two times the exercise price of the Right.

    That means that shareholders can create more shares so that the purchase price gets prohibitively expensive.
    Reply
  • commenter
    Jul 13 07:55 PM
    Think Partnership Shareholders Seek IPO of Kowabunga/Network Division [view article]
    Mr. Gilliam...I have enjoyed your commentary on THK and LOCM and would to speak to you regarding my recent research report on THK. Please email me your preferred contact info at: gballard@knobias.com Reply
  • commenter
    Jul 13 11:03 AM
    Think Partnership Shareholders Seek IPO of Kowabunga/Network Division [view article]
    Looks like the adcenter trial may already be underway, check out th July 5 entry.

    adcenterblog.spaces.li.../
    Reply
  • commenter
    Jun 01 01:57 PM
    Is Think Partnership More Valuable Than ValueClick? [view article]
    It appears some mutual fund and institutional investors have been building a position in THK over the last couple of months. Someone sees value in this company. I agree that as THK gains traction in the market place (sales and market penetration) they are a likely take over target. Reply
  • commenter
    Sep 27 09:04 AM
    My Website
    Internet Advertising Stocks: Quarterly Revenue Growth [view article]
    When YHOO announced less-than-hoped-for results, GOOG, which, presumably, wrestled market share from YHOO, should have received positivel reaction from the Street. Instead, it dropped in sympathy. Why so? omooc Reply