Local.com aussichtsreich

"One would be there’s a BIA/Kelsey report out that says that the localized spending globally is about $150 billion at a local level. The other way you could look at it is of that, there’s about—again, I think the same report or something similar says that Yellow Pages globally is about a $24 billion market, of which there’s about $9 billion or $10 billion being spent in the U.S. alone."

Source: Seeking Alpha
 

Do you use Yelp, if you had fund through Yelp an excellent restaurant, Yelp once more and more again?

Do you use Yelp, if you had fund through Yelp an excellent hairdresser, Yelp once more and more again?

I believe, I can stop my questions, because everybody is easy clear, that Yelp will be hurt from saturationseffects.

But if you look for a buy of a new product with Sho by Local, you will ever do the same, if you look for a new product again. Saturationeffects like by Yelp don't exist.
 

maschinen von Google als auch von Yahoo diesen interessanten Artikel über Monate vorenthalten haben. Warum - das kann ich eigentlich auch nicht nachvollziehen:

Ray Dirks Research: Local Corporation(LOCM) Trades At An Absurdly Low Multiple To Overvalued Peers… July 24, 2013 by Ray Dirks
Posted on admin on July 24, 2013 // Leave Your Comment

Local Corporation (LOCM) is a company not afraid of making promises to shareholders because management consistently achieves its performance goals. The first quarter delivered a nice gain on gross margins in its largest revenue stream – websites it owns and operates – that gave the bottom line a $0.07 boost and swung the company to a net earnings profit. These margins will keep expanding as Local creates more ways to lower its costs of acquiring consumer traffic to the websites it controls with new marketing tools. Also in the first quarter, Local’s network of over 1,200 other websites that rely on the search results it provides produced revenue growth of a stunning 96% as the number of sites continues to go up almost 10% quarter to quarter.
 

"The last time we looked, Local was trading at a ridiculous discount to its peers based on price per sales (PPS). Since then, the group’s average multiple has expanded by over 30% with Local trading at an 88% discount despite revenue growth of 25% in 2012.

For the second quarter, the number of monthly unique visitors (MUV) in mobile traffic jumped to 34 million, 79% more than a year ago and growing every quarter. Predictions say that 80% of local searches will be by mobile phones by 2018, and Local is ready not only from an operational standpoint, but also with its five patents of expertise in the $1.2 billion mobile advertising business. Advertisers are devoting more of their budgets to mobile ads because people tend to search more often from their phones. Local is actively pursuing companies infringing on the patents and one laws against Fry Electronics has already been filed. I believe more will follow later in the year."

I question why a company with such great fundamentals, smart management, and stellar revenue growth is still so cheap when several of its competitors are trading at nosebleed PPS multiples for no reason that I can comprehend. Online restaurant reservation taker Open Table, Inc. (OPEN) is over $68 per share, for a $1.5 billion market cap, almost 9x PPS, and rose on 1 ¼ points on Friday despite a ho-hum initial rating by RBC Capital Markets. Revenue growth is there, but at 16% in 2012 not nearly as impressive as Local.  

bei der Bewertung:



There exist not any reason that Marin hast 8.7-fold market- cap of Local Corp
.

Second Quarter 2013 Financial Highlights of Marin (Market Cap = 391 million):
• Net Revenues: Net revenues totaled $18.2 million, a year-over-year increase of 30% when compared to $14.0 million in the prior year period.
• Adjusted EBITDA: Adjusted EBITDA was a loss of ($7.0) million, as compared to a loss of ($4.8) million for the second quarter of 2012.

Second Quarter 2013 Income Statement of Local Corp (Market Cap = 45 million):
• Sequential revenue growth up 6% to $22.7 million in Q2 from $21.5 million in Q1
• Adjusted EBITDA up 72% to $1.2M in Q2 from $685K in Q1
 

Local Corps Message to Brand Manufacturers: Capture more customers and increase retail channel sales with a dynamic local shopping where-to-buy solution

Help shoppers find your products at stores nearby: Provide online shoppers with a seamless web-to-store experience on their desktop or mobile device that makes it easy to buy your products online and offline.

Partner with the pioneer in local shopping: We built the first inventory-aware where-to-buy shopping solution, and partner with numerous major brands to drive both online and local retail channel sales. We help you turn more of your online visitors into in-store customers by providing a seamless, dynamic experience that drives more sales to your authorized dealers.

Maximize Engagement While Minimizing Costs: Save money and time by implementing a fully integrated where-to-buy solution.

Drive Qualified Shoppers to Your Retailer Partners: Turn online consumers into in-store buyers with real-time StockCheck™ technology.

Connect Ready Buyers with Authorized Dealers: Facilitate the buying process by showing consumers a unified view of all their buying options, including which stores have your products in stock.
 

Trulia has only the 1.3-fold revenues of Local Corp, but the 35-fold market-cap - a joke

Second Quarter 2013 Financial Highlights of Trulia (Market Cap = 1,590 million):
• Total revenue for the second quarter of 2013 was $29.7 million
• Adjusted EBITDA for the quarter was $3.4 million

Second Quarter 2013 Income Statement of Local Corp (Market Cap = 45 million):
• Sequential revenue growth up 6% to $22.7 million in Q2 from $21.5 million in Q1
• Adjusted EBITDA up 72% to $1.2M in Q2 from $685K in Q1
 

Test the excellent video-site on the flagshipsite of Local Corp with hundreds of videos for every of the following sectors

Food
Cooking, Dining Out & Nutrition

Wellness
Fitness, Beauty, Healthcare & More

Fun
Entertainment, Travel, Hobbies & More

Household
Decorating, Home Improvement & More

Shopping
Apparel, Gifts, Technology & More

Finance
Budgets, Investing, Making Money & More
 

IPO's wie der Teufel das Weihwasser:

http://finance.yahoo.com/mb/LOCM/...2C0%25252C3&mbtc=mb-tab-topic  

local.com braucht jetzt nur noch richtig gute schwarze Zahlen
im 3. Quartal -
dann ist dieser Wert überhaupt nicht mehr aufzuhalten.

Dann dürfte wirklich alles ganz schnell gehen!

Auch die Auskonsolidierung im Dreieck sagt,
wir stehen vor dem nächsten starken Anstieg.

Nur meine Meinung.  

Hallo Libuda,
hast Du vielleicht die Monthly Unique Visitors der letzten Monate?

Die letzten Zahlen hatten wir, glaube ich,
im Juli von Dir bekommen.

Aber das wichtigste sind natürlich tiefschwarze Zahlen im 3.Quartal.
Dann wird die Aktien meiner Meinung nach zum Selbstläufer.  

Merriman Capital Starts Local Corp (LOCM) at Buy

Merriman Capital initiated coverage on Local Corp (NASDAQ: LOCM) with a Buy rating and a price target of $4.50.

Source: StreetInsider
 

 

There exist not any reason that Marin hast 8.7-fold market- cap of Local Corp

Second Quarter 2013 Financial Highlights of Marin (Market Cap = 391 million):
• Net Revenues: Net revenues totaled $18.2 million, a year-over-year increase of 30% when compared to $14.0 million in the prior year period.
• Adjusted EBITDA: Adjusted EBITDA was a loss of ($7.0) million, as compared to a loss of ($4.8) million for the second quarter of 2012.

Second Quarter 2013 Income Statement of Local Corp (Market Cap = 45 million):

• Sequential revenue growth up 6% to $22.7 million in Q2 from $21.5 million in Q1

• Adjusted EBITDA up 72% to $1.2M in Q2 from $685K in Q1 Less


If Local Corp with 45 million market-cap and 22.7 million revenues in Q2/2013 were valued like Marin with 391 million market-cap and only 18.2 million revenues in Q2/2013, the market-cap of Local Corp must be 488 million.

And both companies doing similar.

 

nutzen, weil nach meiner Überzeugung heute vermutlich der doch existierende BIG SHORT den Optimisten einmal zeigen wollte, wo trotz einer Kaufempfehlung mit einem Mehr-als-Verdoppelungskaufziel, der Hammer hängt.  

Habe das beobachtet und zwischen 1,94 und 2,10 kann man eine schöne Marge machen. (ca. 7%)  

"Local is a leader in area-specific (i.e., "local") web search, indexing, and syndication.
The company owns and operates the flagshipsite, an online search and aggregation web
site. Using strong partnerships with internet search behemoths Google and Yahoo!/
Bing, Local caters to web consumers and local merchants--and, the Internet publishers
who wish to find them. The company is currently generating positive adjusted EBITDA,
has a growing base of tens of millions of monthly unique visitors (MUVs), and intends
on aggressively defending its valuable Pay-Per-Call patent IP. We think these shares
could move soon; thus, we're initiating coverage of Local at BUY with a $4.50
PT, or 1-times our FY14 revenue estimate of $108.4 million."

Read the complete text with 17 sites direct by Merriman Capital
 

dieser Fließarbeit von Merriman Capital über 17 Seiten:

https://merriman.bluematrix.com/sellside/...manco.com&source=mail  

Merriman Capital, Inc. is an investment banking firm that provides securities brokerage and trading services. It offers research, sales and trading, market making, corporate finance, restructurings, mergers and acquisitions, and capital markets advisory services. The firm also provides pre-IPO private placements, IPOs, and follow-on offerings such as PIPEs and secondary public offerings. Additionally, it offers after-market support, capital markets advisory, and corporate and venture services to corporate clients and small-cap companies. Merriman Capital, Inc. is headquartered in San Francisco, California with additional offices in New York, New York; Cambridge, Massachusetts; Newport Beach, California; and Portland, Oregon. Merriman Capital, Inc. operates as a subsidiary of Merriman Holdings, Inc.  

The company's efforts to increase sales from its high-margin Network business could help to generate substantial cash flow in the years ahead
.

The company's efforts to increase sales from its high-margin Network
business could help to generate substantial cash flow in the years ahead.
Local has revved up its sales initiatives within its high-margin Network Publishing
business. This business helps merchants and community websites monetize
consumer traffic through genre-specific advertisements carefully targeted to
consumer interests and local communities. As more revenue accrues from this
business, the company's margin mix should improve leading to more consistent
profits and cash flow.

Read the complete text with 17 sites direct by Merriman Capital Less
 

"Local's new and revolutionary mobile shopping directory apps could
offer substantial new shopping-related revenue streams in 2014. Local is
planning to introduce a new shopping directory product and a price comparison
application called Savings Near Me in the 2nd half of the current year. These apps
will aggregate thousands of retailers across the country in real-time to provide
price-savvy consumers with price comparisons as they search for local products."  

Why Facebook is a big help were reported in an article on Seeking Alpha:

"Now that the initial noise about Facebook, Inc. (NASDAQ:FB) and its beta project Graph Search is over, investors have the opportunity to digest and understand that this is not a traditional search on the Internet, but instead an algorithm to use a Facebook base of friends to uncover critical information like "Where's a good place to rent a bike in Grand Rapids, MI?" For someone sitting in New Orleans, this question has no relevance unless that person plans a trip to the Midwest soon. Bottom line - Graph Search is local search.
Of the hundreds of opinions preceding and immediately after the Facebook announcement, only a handful seemed to understand the implications, or lack of them, for search. Out of Facebook's total number of members only 100,000, or 0.01%, will trial Graph Search so its purpose as a meaningful search engine, if there is any at all, is years away. However, there is tremendous upside to Local Corporation (NASDAQ:LOCM) because any information culled from Facebook friends is bound to be skimpy and of dubious fact. Friends will inevitably turn to the Facebook search engine Bing, with which Local has an advertising partnership. And later when searching locally, they will ultimately use Local Corp."

Raad the complete article "Monetizing Graph Search For Facebook And Local Corporation Investors" drekt by Seeking Alpha Less  

Message from Local Corp for Publishers: Enhance your site’s content while creating more traffic and better monetization

Our patented location-based product search technology seamlessly integrates hyper-local shopping content into your properties so you can optimize monetization of your sites’ traffic.

Elevate the value of your site with rich local shopping content

Turn-Key Solution: Powered by Krillion’s® location-based shopping technology, our hyper-local shopping content channel is fully hosted and requires no development resources.

Drive Additional Revenue: Increase your site’s bottom line results with the highest industry payouts and no up-front costs!

Increase Visibility: Get your site ranked higher on major search engines by adding the most accurate and relevant hyper-local shopping content. Less
 

mit einer einfachen und simplen Strategie "Kohle": Buy and Hold.

In der Verfolgung dieser Strategy bin ich jetzt bei 84.000 Aktien von Local Corp gelandet.

Nur das mit den Schlaftabletten von Kostolany würde ich zusätzlich nicht empfehlen, denn bei einer so relativ kleinen Tech-Aktie sollte man permanent am Ball bleiben, um zu kontrollieren, ob die Kaufgründe immer noch stimmen.

Da komme ich momentan zu dem Ergebnis: Mehr als jemals.  

RBC Capital Markets‘s Mark Mahaney this evening writes that data released by comScore (SCOR) indicate U.S. online shopping in August rose 12%, year over year, to $26.1 billion, including retail purchases and travel buying.