Looksmart, Acxiom, MDC Partners and (INUV) Inuvo....

Aug. 01, 2011 2:45 AM ET1 Comment
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Contributor Since 2006

Longstanding investor in Looksmart (and a 70 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 (sadly), has lost a sense of that preponderance it once held in our society. There is hope. - But it needs a fundamental change in that ingrained culture that has been the way, of the past. Please read the article linked below (and especially all the 'free' user comment), that has also been added today.] And, history will soon show that ACAP (the, Automated Content Access Protocol), that I have been so "passionate" about in many a post made everywhere over the past few years, will not only become a part of our every-day lives, but will be fiercely-enforced along the way...And rightly so... Where your "free" (Local) "rag", may well even survive and become (as was also predicted by myself back in 2005). the very "lynch pin" between local business and the web! :) And it seems that Europe will lead the way....It's a lengthy read, that some will find is well worth-while to do so. "Publishers demand IP Rights To Protect Journalism" Cheers!! Added August 16th, 2011 - "Newspapers Need a DNA Transplant" http://www.editorandpublisher.com/Newsletter/Article/Newspapers-Need-a-DNA-Transplant March 6th, 2012 - "Newspapers: It’s not a revenue problem, it’s a culture problem" http://gigaom.com/2012/03/05/newspapers-its-not-a-revenue-problem-its-a-culture-problem/ “Publishers need to think how that [their] brand lives on the Web" - http://www.digiday.com/publishing/in-turnabout-publishers-act-like-marketers/ Rupert Murdoch: The future of newspapers is all digital http://dlvr.it/1V8dPY New Orleans, newspapers and the beginning of the end By Mathew Ingram May. 25, 2012 http://gigaom.com/2012/05/25/new-orleans-newspapers-and-the-beginning-of-the-end/ Friday Sep 21, 2012, 11:22pm EDT LOOK: $0.89 Up 0.08 (+10.53%) 4:00PM EDT|After Hours : 0.89 Up 0.00 (0.03%) 4:09PM EDT Two excellent articles I've just read (I feel) encapsulate this lon 'drawn out' road to come up with a solution that becomes, the 'intersection of search and display'. Read on.... "Do you hear that rumble in the distance? It’s change coming. What sort of change, you ask? Well, the events of the last few weeks collectively point to a pretty big shift in the search landscape. First, has traditional search engine usage reached its peak? When people skip over a search engine and go straight to Amazon for product search, it’s clear that either Amazon is doing something very right, or search engines need to improve their results. Changes to Google Shopping may help improve the experience for users, but is it too little too late?" http://www.mediapost.com/publications/article/183511/the-future-of-search.html Then.... "Google News, its executives tell me, now "algorithmically harvests" articles from more than 50,000 news sources across 72 editions and 30 languages. And Google News-powered results, Google says, are viewed by about 1 billion unique users a week. (Yep, that's billion with a b.) Which translates, for news outlets overall, to more than 4 billion clicks each month: 1 billion from Google News itself and an additional 3 billion from web search. As a Google representative put it, "That's about 100,000 business opportunities we provide publishers every minute." http://www.theatlantic.com/technology/archive/2012/09/google-news-at-10-how-the-algorithm-won-over-the-news-industry/262641/ It's been an amazing story all the way. With LUMA Partners publishing it's LUMAscapes that map over 1,500 companies across seven sub-sectors of digital:companies saying, that within the circles alone [they] represent approximately $3 trillion of market capitalization and $450 billion of cash and securities. - http://www.lumapartners.com/the-strategic-buyer-lumascape/ Where do they start to rein-in some of that invested capital? My thoughts are contained in the following two links: https://www.facebook.com/ross.bradley.18/posts/10151231209526605 http://seekingalpha.com/instablog/36191-lookingconfident/932031-an-rtb-global-open-marketplace-handling-up-to-100-billion-events-per-day?source=kizur#comment_update_link

#.. There will be a need (and the Co is 'long odds-on' to do so, I feel), to sell "The LookSmart Ad Network" - - to a very progressive Canadian Media Co, in Scott Kauffman's (other Co), MDC Partners.

Thus, the already announced move to Toronto of what appears could be this line of the Co's two businesses. - Hopefully Looksmart do get to retain a 'minority stake' in any such disposal to MDC Partners
.  ..#

Re: Hey Body Bag.... (A)

Was my 'scenario', from a few weeks back...That's now changed!

I've now 'backed-off' the above 'thought' and moved my disposal 'sale' position (now), to a hoped for Acxiom 'hook-up', with Inuvo getting the Looksmart Ad network. And for INUV, to then gain it's own access into the Looksmart OPEN (performance based), marketplace. One can only hope, I guess.

Interesting to read that for MDC Partners, technology and digital services revenue has made up 51% of their total revenues ($240.5 million versus $169.9 million in Q2 2010), in Q2 2011.
 
*********
MDC's Guidance for 2011 is maintained as follows:

2011 Guidance
Revenue $850 - $870 million
EBITDA     $108 - $112 million
Free Cash Flow  -  $43 - $46 million
+ Change in Working Capital and Other +$5 million
Total Free Cash Flow $48 - $51 million
*********
www.prnewswire.com/news-releases/mdc-par...

MDC Partners, who do operate their own ATD (or, agency trading desk), told all-some 12 months ago, that they have over 20+ audience partners that then allows them to find the right audiences for the right campaigns - - - and that they do (in fact), have access to numerous biddable inventory sources - - that includes Yahoo!, Google, MSFT's AdECN, AOL, Pubmatic, and AppNexus. [With AppNexus being so pivotal, I feel]

seekingalpha.com/instablog/36191-looking...

seekingalpha.com/user/36191/instablog/se...

Shareholders can rest assured that with Scott Kauffman in LOOK's camp (the 'newest' of Looksmart's Board members - - - who is also a member of the MDC Partners' board), it's fair to say that Looksmart's AdCenter performance based marketplace will (no doubt) now become a strong part of the MDC Partner's digital operations, going forward.

For my money, the main "game" for LOOK has now-only just begun!

Is all - only my opinion, of course.

(Digital Advertising's Big Data Strategy | ClickZ)

LC

ps; (Note: Acxiom has now become a 'follower', over on Twitter)

Disclosure: Long LOOK and so happy to be so...
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