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Longstanding investor in Looksmart (and a 69 yr old ex-tradesman), who has a passionate interest in the problems of newspapers along with their success in all their monetisation attempts made, on the web. For the "times are indeed, a changin", I feel. [17th of Aug, 2011 - Print media... More
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  • Yahoo will buy ValueClick is how I'm seeing it ....


    With the road that Yahoo is now to run on, it would be foolish not to buy Value Click ...And they shouldn't waste any time in their doing so, I would imagine.

    From my post over in OZ (on ShareCafe), comes the following from within CBS's Q2 Report ....

    http://www.sharecafe.com.au/board_postview.asp?a=PVS&boardID=2117&sym=LOK&postID=488584

    ##...The initiative represents the latest consumer friendly technology to make content along with its advertising available across multiple platforms and be measured in a uniform way for clients"...# 

    ##...With greatly expanded reach and scale, our CBS Interactive segment plays a key part in these initiatives...##

    ##...Thanks in part to the addition of CNET, Interactive revenues have tripled over last year to $126 million in the second quarter...##  
     
    ##..Nearly all of our key sites, including CNET, CBS.com, CBS Sports.com and BNET grew monthly unique users by double-digits year over year in June and we continue to find effective ways to cross promote our premium online content. ."We are increasingly seeing advertisers buying across our interactive properties as well as across TV and online..## 


    CBS has told us that it has increased it's audience and at the same time (read that last sentence above, again), it is increasing it's advertisers, too. They also advise that (for them), 'more platforms represent more ways for us to get our content to new audiences'.

    But (with a known current weakness in display ads generally), they also say that ... 'getting sufficiently paid for delivering these audiences has been the challenge', is what CBS also told us. 

    http://www.idc.com/getdoc.jsp?containerId=prUS21957509

    So where is it all coming from?

    Quite clearly it has a lot to do with that (above CBS's stated) 'expanded reach and scale' along with better Ads placements and on a (now), much more organised basis.

    The proof of the enormous success ahead for a quickly forming OPEN (Global) Ad/Pubs marketplace was always going to be showing up (early) in the likes of ValueClick's "simpli.com". (And a known Looksmart partner). It is one that I had waxed lyrically in my reporting in OZ (that at one stage), it had grown it's traffic by well over 800% ....

    (Max Reach - Daily Chart, here : http://www.alexa.com/siteinfo/simpli.com)

    So it's no surprise to read (from ValueClick's own Q2 Report) that it was through it's increase in it's display revenues, that their earnings had been boosted  ...

    "Our U.S. display business had a record quarter in terms of revenue and number of both new and total advertisers", said ValueClick CEO Tom Vadnais. Display revenues rose 3 percent quarter-over-quarter to $32.4 million.

    http://www.clickz.com/3634622

    And since the MSN - Yahoo deal, it can only get stronger. This brief article makes that quite clear. Yahoo's CEO Carol Bartz spells it all out and she is well aware of the above facts, with CBS, VCLK and elsewhere .....

     <Yahoo Inc, which last week announced a Web search deal with Microsoft Corp, will invest money from reduced marketing and infrastructure costs into its display ad, content and mobile services technology..>

    http://www.reuters.com/article/internetNews/idUSTRE5720HA20090803

    So there is every chance now (and a very strong, is my opinion) that Yahoo will be buying ValueClick. You can 'book-mark' this tip right now.

    Looksmart's neutral "inter-connector" (and global management system in it's AdCenter) will be a strong beneficiary of all this ahead. - And THAT, you can also be assured of. It's only just begun for Looksmart, is how I'm seeing it all.

    Disclosure: Happy to be long LOOK shares.

    LC

    Tags: LOOK, YHOO, CNVR
    Aug 09 7:18 PM | Link | Comment!
  • Paul Saffo and "The Creator Economy" that beckons.....

    In my post over on ShareCafe (in OZ), in Paul Saffo's "The creator economy beckons"... the writer tells it all, I believe..

    [Added 10 Dec. 2010 Note: ShareCafe sadly have my IP address 'blocked' to effectively stop my accessing some (over) 8000 posts I'd made on this site. -- Besides the "walled garden" mentality - - - that STILL remains with such a 'behind the times' site owner attitude, that they STILL hold on to!!]

    He says (& I fully endorse what he is says), that the global recession (in reality) — is now ushering in a new economy.

    The writer Paul Saffo, who is a technology forecaster based in Silicon Valley points out, (that in his opinion) ... 

    <The consumer economy that was born in the 1950s is lurching to an end, and a new “creator economy” is emerging. This shift represents the third economic turning in just over a century.> 

    [Added 12th Aug, 2011 Paul Saffo's story  McKinsey: What Matters: Get ready for a new economic era]

    I'm sure that it would do no harm for both "old" or, any "new" investors to read this full thread and get to understand what the writer is on about. In doing so, you may then get to see a very rosy future in some investments subsequently made (and, as a result) of your doing so, is my opinion.

    http://www.sharecafe.com.au/board_postview.asp?a=PVS&postID=486999&boardID=3662&sym=GENR

    I believe, that there is not a business (product or, service) that cannot benefit from integrated marketing solutions and from across multiple platforms, on the web.. Tell me of just one and I'll not only tell you, but I will confidently show you, different....  :)

    According to their 'profile' on Yahoo Finance National CineMedia, Inc. [NCMI] operates a digital in-theatre network in North America....

    < .....The company, through its proprietary digital content network and digital broadcast network, distributes advertising, business meetings, and digital programming event services.............  It develops, produces, sells, and distributes a branded, pre-feature entertainment and advertising program, "FirstLook"; an advertising program for the lobby entertainment network; and various marketing and promotional products in theatre lobbies, etc >   

    http://finance.yahoo.com/q/pr?s=NCMI

    From within their CC, comes the following .....

    < Turning briefly to some of our future growth initiatives, our web initiative is beginning to gain traction with the Q2 launch of our new consumer website, ncm.com and related widgets. And we began to market and sell our online ad network. While the ncm.com traffic is still somewhat modest, our online ad network that currently represents 22 publishers in addition to mcm.com has nearly 30 million monthly unique visitors. This new online initiative provides our sales force with a unique, integrated bundle that can be sold separately or with our in-theater products.

    While we have begun to close deals with interactive online agencies, we are not expecting our online initiative to be a meaningful growth driver in the near term. However, as media buying silos continue to collapse and clients increasingly look for integrated marketing solutions across multiple platforms, we believe that ncm.com and our ad network will be an important part of our future growth.>

    http://seekingalpha.com/article/154521-national-cinemedia-inc-q2-2009-earnings-call-transcript?page=2

    And under that old adage........
     
    ..............that, "a rising tide lifts all boats" or, participants, here's what I feel is an immediate gain that LOOK shareholders will enjoy or, is in store for them in the next 6 months or, sooner ..... 

    http://finance.yahoo.com/q/bc?s=NCMI&t=1y&l=on&z=m&q=l&c=look

    But just an opinion, of course!

    Disclosure: Holding LOOK shares "long".

    LC
     

    Tags: LOOK
    Aug 08 12:12 AM | Link | Comment!
  • Looksmart's "Optimal pricing" performs for web advertisers...
    ##..It's the critical point of the [MSN - Yahoo]  'deal' apart from search, of course.

    With YeildBuild working on behalf of publishers and that global scale. (Providing that very same optimal pricing campaign management for publishers, as Looksmart's SmartRotation will be doing so, for advertisers.) It becomes a so obvious progression for large publisher networks [plus Advertisers and other Ad Networks] to join in, the further this goes.##

    The above, as has been taken from out of my previous instablog posted. MSN - ASL - Yahoo and the Looksmart CC (2)  

    It's all about "Optimal pricing" and it's explained here in an article coming from MediaPost.com, with the full story being linked below.

    <...Understanding the advertiser's conversion metric and using Optimal Pricing, LookSmart drove click prices to between 10 cents and 30 cents. The advertiser's daily spend increased to $1,660, but more than doubled the conversion rate to 175, which totaled a lower CPA of $9.50, according to Schoen.

    More clicks at a lower average rate and paying less per conversion is the key to Optimal Pricing, Schoen says. It's a combination of technology and service in the platform that allows LookSmart to understand how to value queries and extract the value from each click.>  

    < LookSmart works with networks such as Kontera, which works with TMZ.com, among others.>

    Full Story: LookSmart Dances Advertisers Toward Optimal Pricing

    TMZ.com is a joint venture of Telepictures Productions and AOL. - http://www.tmz.com/about/

    Overnight Looksmart's share-price was driven down once again by MM's in their effort to pick-up "cheap" shares. In a total volume of 23,280 (as shown as being traded, as per YahooFinance), the Nasdaq Exchange recorded just 4180 of them. And Yahoo Finance's LOOK board continues to remove (yes, delete) posts of any positive nature ...

    How sad is that in today's 'climate', I ask?

    http://www.nasdaq.com/aspx/nlstrades.aspx?symbol=LOOK&selected=LOOK

    LOOK; 3:59pm ET: $1.26  -0.07 (-5.26%)

    Any comment 'thoughts' expressed are only just that ...Thoughts expressed and may well simply all be a case of.. "barking up the wrong tree", ok?  

    :)

    Disclosure: Happy to be 'long' in LOOK shares.

    LC

    Tags: LOOK
    Aug 07 10:39 PM | Link | 1 Comment
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