local com- jetzt müssen fakten her

Jamin Gottfried auf dem dritten Board, das ihm ariva erlaubt hat, obwohl schon zwei Boards existieren.

Denn bei einem Vergleich zwischen Local Corp und dem deutschen Local Search-Wert My Hammer, zu dem Jamien Gottfried seit Jahren postet, ergeben sich folgende Vergleichszahlen:

My Hammer wird nach meiner Interpretation des letzten Zwischenberichts im zweiten Halbjahr2014 ca. 5,8 Millionen umsetzen und dabei ca. 1,5 Millionen Verlust machen. Bei einer momentanen Marktkapitalisierung ergibt sich daraus ein Umsatzmultiple von 1,5.

Local Corp wird nach dem Vorab-Filing an die SEC (Quelle: local.com) 2014 ca. 85 Millionen umsetzen. Das sind ist  bei der momentanen Marktkapitalisierung von 17 Millionen ein Umsatzmultiple von 0,2.

Den weiteren Vergleich könnt Ihr sicher selbst vornehmen.  

 

Building premium audience globally through innovative local and mobile search

- Local = Flagship local seach destination

- nQuery by local = White labeled hosted search

- nPress by local = White labeled hosted directory

- Publisher Partner Network = Display advertising

Build premium audience based on 1st party search intent and then monetize via direct advertisers and programmatic retargeting

Publishers = 3 million search queries monthly

Owned and Operated = 42 million queries monthly (500 million queries/year) and 17 million unique users monthly (200 million unique user/year)

nQuery = 10 million queries monthly and 25 million subscribers and soon too: more then 200 million global monthly searches

Source: Company Overview - January 201
 

Transforming our buisiness and entering rapidly growing digital ad markets by leveraging our premium audience

OLD BUSINESS MODEL:
- Opportunistic short term focus
- High revenue concentration risk
- Limited innovation
- Focus on complex SMB market

NEW BUSINESS MODEL:
- Long term value creation; bottom-line driven
- Diverse revenue streams
- Rapid lean production interation and innovation
- Differentiated value propositions
- Shift to enterprise advertisers

Source: Company Overview Q1-2015


Ergänzend dazu der CEO Thiel:

"Despite the constant external risks of copycats and plagiarizers and the always-present competition, Thiel still firmly believes in sharing Local Corp.’s ideas and patents, especially its business process patents, so long as they are compensated. In fact, he encourages the sharing.

“Patents don’t have to be secrets so much as it’s a way to protect something you invented. If other people want to emulate it, that’s great!” Thiel says.

Thiel explains that each company is at a particular stage in its life cycle, and that the company needs a certain leader at varying points along each stage.

In the early stages, a company must have someone who has a vision and is not going to budge. As it matures, the company should focus on its customers and meeting their current and future needs. As a company expands, its leader needs to understand potential, fatal risks.

Being a 15-year-old company, Local Corp. has moved to the last cycle. It continues to grow in size and stature, allowing Thiel to guide his team while handling the risks and threats that come its way."

Source: local.com

 

des letzten Postings auch direkt zum Durchklicken:

http://localcorporation.com/about/newsitems/576  

Adjusted EBITDA positive during seven years

FY-10
FY-11
FY-12
FY-13
FY-14
FY-15* (Estimate)

Adjusted EBITDA (in 1,000)
$3,041
$13,775
$3,247
$777
$4,533
$2,300
$3,500

Quellen: Company Overviews Q2/2014 und Q1/2015
 

kommen, darf ich dort selbst derart harmlose Dinge auf Yahoo nicht posten, wie sie sich eingangs der neuesten Company Views - January finden:

Local.com = Flagship local search Destination

nQuery by local = White labeled hosted search

nPress by local = White labeled hosted Directory

Publisher Partner Network = Display advertising  

Ach ja Dax über 10400 Punkte und Dow nahe Rekord , so mal nebenbei..  

Ich draußen bin, wenn auch mit etwas über 77% minus. Aber bischen ist ja noch übrig geblieben :-)  

"Programmatic advertising (automation of online ad-buying) is reshaping the digital media landscape." (Business Insider, Nov. 2014)

US advertiser will spend 10.06 billion on programmatic digital advertising in 2014, a 137.1% gain from 2013 (eMarketer)
Last Source: Company Overview of Local Corp Q1-2015


Another advantage: Local Corp own its audience and has a nearly complete end-to-end solution of programmatic buying.

Publisher-Side:
- First party search data (in place)
- Quality controls (in place)
- Smart segmentation (in progress)

Advertiser-Side
- Media Buying expertise (in place)
- DMP platform (in progress)
- Optimization platform (in progress)

Source: Corporate Overview - January 2015 (filed to the SEC few days ago)

 

Guten Tipp hat, kann er gerne mitteilen..  

Settlement reached
In September, the lawsuit against Fry's
Electronics regarding the infringement of
Local's U.S. patent 7062453, (‘453’) patent,
which covers messaging systems for dynamic
networked commerce architecture, was settled
to the mutual satisfaction of the parties and
Fry's Electronics agreed to license the patent.

Continuing our efforts
with partners to enforce our intellectual
property rights

We believe we have the opportunity
for strong monetization of our
proven patents.

Source: Company Overview - January 2015  

 

Ja, das macht Sinn bei einer Firma, deren Umsätze stark eingebrochen sind und deren Net-Loss seit Jahren unvermindert groß ist. Das ADJUSTED ebitda ist schon viel zu lang positiv, über ein ECHTES positives ebitda wären die Investoren dankbar. Allerdings wird das auf Grund der convertible notes und anderer Faktoren wohl auch in 2015 nicht.

Und wenn in dieser Sachlage z.B. Großinvestoren entscheiden (wie Goldmann, Baclays, Vanguard und co.) auf Grund des Arbwärtstrends und der unsicheren Aussichten ihre Anteile auf den Markt zu schmeissen, ja dann haben wir hier noch eine Zeit lang Abwärtsdynamik und der unterschied zwischen Maketcap und Umsatz oder ADJUsted Ebitda kann daran nicht das geringste ändern. Denn Käufer sind bei der derzeit negativen Entwicklung eben auch nicht zu finden. Local muss erst mal wieder eine klare Verbesserung erreichen bei Umsätzen, MUVs oder einer anderen finanziellen Größe, dann kehren vielleicht die Käufer zurück.

Nichts destotrotz will ich meine verbliebenen shares auch nicht für diesen Kurs "verschleudern" obwohl ich nicht sicher bin, ob ich damit richtig liege. Sollte hier zeitnah ein "Rebound" kommen reduziere ich allerdings und ich befürchte ich bin nicht der einzige, der das so plant….

Und damit zum Thema Shortselling: Die offiziellen Shorts haben sich im Laufe des vergangen Jahres von 1,55 mio auf ca. 640 Tausend reduziert. Warum? Weil die Shorter bei fallendem Kurs gute Gewinne gemacht haben und Ihrer Positionen weitesgehend auflösen. Die Theorien von naked-shorterselling im großen Umfang halte ich für ein Hirngespinnst, da diese bei den momentanen Umsätzen ebenfalls hohe Gewinne machen könnten, da wirklich jeder Mini-Anstieg dankbar abverkauft wird (Siehe oben evtl. steigt ein großer aus). Jetzt wäre also der Zeitpunkt für naked shortseller richtig stark Positionen aufzulösen und die gehandelten Volumina würden sehr viel stärker steigen als bisher. Das tun sie aber nicht, also hat hier auch kein "naked shortseller" ein Problem seine Positionen aufzulösen.

Jeder, der hier investieren möchte sollte sehr viel lesen und dann seine Entscheidung treffen. Und die Lektüre sollte nicht alleine das Forum bleiben.  

Großinvestoren trotz der für die heftigen Kursbewegungen extrem niedrigen Umsätze ihre Bestände auf den Markt geworfen haben?  

da meines Erachtens nicht viel gelaufen sein.

Prices

Date

Open

High

Low

Close

Volume

Adj Close*

Jan 22, 2015 0.66 0.68 0.63 0.67 124,600 0.67
Jan 21, 2015 0.76 0.79 0.65 0.66 91,800 0.66
Jan 20, 2015 0.81 0.81 0.75 0.75 31,800 0.75
Jan 16, 2015 0.77 0.80 0.75 0.80 23,800 0.80
Jan 15, 2015 0.78 0.81 0.67 0.81 61,000 0.81
Jan 14, 2015 0.78 0.78 0.74 0.75 46,700 0.75
Jan 13, 2015 0.81 0.81 0.75 0.78 111,100 0.78
Jan 12, 2015 1.00 1.02 0.73 0.74 352,600 0.74
Jan 9, 2015 1.04 1.08 1.01 1.06 46,800 1.06
Jan 8, 2015 1.06 1.14 1.04 1.04 38,300 1.04
Jan 7, 2015 1.09 1.16 1.01 1.03 41,600 1.03
Jan 6, 2015 1.13 1.23 1.05 1.06 51,400 1.06
Jan 5, 2015 1.13 1.16 1.08 1.08 34,600 1.08
Jan 2, 2015 1.04 1.18 1.04 1.13 38,000 1.13
Dec 31, 2014 1.03 1.05 1.00 1.04 177,200 1.04
Dec 30, 2014 1.01 1.06 1.01 1.04 2,400 1.04
Dec 29, 2014 1.02 1.10 1.01 1.03 183,000 1.03
Dec 26, 2014 1.15 1.15 1.03 1.04 186,900 1.04
Dec 24, 2014 1.14 1.15 1.12 1.15 15,800 1.15
Dec 23, 2014 1.19 1.19 1.11 1.12 62,000 1.12
Dec 22, 2014 1.20 1.20 1.16 1.17 40,200 1.17
Dec 19, 2014 1.21 1.21 1.16 1.19 75,200 1.19
Dec 18, 2014 1.22 1.22 1.17 1.20 37,800 1.20
Dec 17, 2014 1.21 1.24 1.16 1.24 48,500 1.24
Dec 16, 2014 1.15 1.23 1.15 1.20 55,800 1.20
Dec 15, 2014 1.24 1.24 1.16 1.19 33,000 1.19
Dec 12, 2014 1.25 1.30 1.17 1.18 41,800 1.18
Dec 11, 2014 1.33 1.33 1.24 1.26 14,100 1.26
Dec 10, 2014 1.18 1.32 1.18 1.25 35,700 1.25
Dec 9, 2014 1.25 1.33 1.18 1.20 74,900 1.20
Dec 8, 2014 1.33 1.36 1.21 1.24 122,000 1.24
Dec 5, 2014 1.60 1.60 1.30 1.34 81,200 1.34
Dec 4, 2014 1.49 1.54 1.38 1.41 56,500 1.41
Dec 3, 2014 1.53 1.53 1.41 1.47 22,400 1.47
Dec 2, 2014 1.55 1.55 1.52 1.54 10,200 1.54
Dec 1, 2014 1.52 1.55 1.45 1.54 24,900 1.54
Nov 28, 2014 1.50 1.54 1.50 1.51 13,300 1.51
Nov 26, 2014 1.49 1.50 1.45 1.48 55,300 1.48
Nov 25, 2014 1.47 1.49 1.45 1.45 22,600 1.45
Nov 24, 2014 1.55 1.55 1.40 1.45 38,500 1.45
Nov 21, 2014 1.50 1.50 1.45 1.45 22,100 1.45
Nov 20, 2014 1.47 1.59 1.37 1.48 47,900 1.48
Nov 19, 2014 1.35 1.46 1.33 1.45 65,800 1.45
Nov 18, 2014 1.39 1.46 1.32 1.35 58,700 1.35
Nov 17, 2014 1.43 1.46 1.31 1.40 32,700 1.40
Nov 14, 2014 1.35 1.55 1.35 1.40 121,700 1.40
Nov 13, 2014 1.50 1.50 0.95 1.31 368,500 1.31
Nov 12, 2014 1.70 1.75 1.66 1.72 66,000 1.72
Nov 11, 2014 1.75 1.80 1.65 1.70 46,000 1.70
Nov 10, 2014 1.76 1.80 1.72 1.75 32,800 1.75
Nov 7, 2014 1.78 1.80 1.67 1.74 21,500 1.74
Nov 6, 2014 1.80 1.84 1.75 1.81 21,100 1.81
Nov 5, 2014 1.79 1.80 1.72 1.78 8,400 1.78
Nov 4, 2014 1.77 1.80 1.72 1.77 6,800 1.77
Nov 3, 2014 1.78 1.81 1.63 1.73 54,600 1.73
Oct 31, 2014 1.85 1.87 1.69 1.76 51,200 1.76
Oct 30, 2014 1.80 1.85 1.71 1.82 26,100 1.82
Oct 29, 2014 1.90 1.90 1.73 1.84 27,300 1.84
Oct 28, 2014 1.84 1.85 1.77 1.80 29,300 1.80
Oct 27, 2014 1.79 1.93 1.79 1.84 16,000 1.84
Oct 24, 2014 1.88 1.91 1.82 1.82 11,400 1.82
Oct 23, 2014 1.86 1.94 1.80 1.88 73,000 1.88
Oct 22, 2014 1.89 1.95 1.84 1.92 59,500 1.92
Oct 21, 2014 1.92 1.93 1.85 1.88 24,500 1.88
Oct 20, 2014 2.02 2.02 1.85 1.93 57,600 1.93
Oct 17, 2014 1.92 1.98 1.82 1.98 164,800 1.98
* Close price adjusted for dividends and splits.


First | Previous | Next | Last

Download to Spreadsheet

Currency in USD.
   

Example 1
Revenues in Q3 of Blucora was with 114.9 million the 6.3–fold of Local Corp of 18.1 million, but the market-cap of Blucora is with 572 million the 36.8-fold of the idiotic low 15.56 million of Local Corp.
.View Quarterly Data of Blucora All numbers in thousands
Period Ending Sep 30, 2014 Jun 30, 2014 Mar 31, 2014 Dec 31, 2013
Total Revenue 114,855 141,569 216,183 167,340
Cost of Revenue 75,359 79,370 96,322 110,564

Example 2
Every $1 reveneus of Yelp has the 44-fold valuation of $1 of Local Corp
Yelp has 2014 sales of 376 million (estimate) and a market-cap of 3.73 billion on Friday - that are 10-times-revneues.
Local Corp has after the announcement few days ago 83 million revenues and a market-cap of only idiotic low 19 million - that are only 0.23-times-revenues

Example 3
Revenues of Rocket Fuel are the 5-fold of Local Corp, but the market-cap of Rocket Fuel was yesterday with 571.11 million 37.fold of the idiotic low 15.33 million of Local Corp
Fiscal Year 2014 of Rocket Fuel
• Revenue in the range of $403.0 million to $427.0 million.
• Adjusted EBITDA loss in the range of $(12.0) million to $(7.0) million.
Fiscal Year 2014 of Local Corp
Full year 2014 revenue is expected to be between $82.8 million and $83.3 million, compared with prior guidance of $87 million to $90 million. Full year 2014 net loss is expected to be in the range of $5.5 million to $5.7 million. Adjusted EBITDA* is expected to be in the range of $2.2 million to $2.4 million, in line with previous guidance of $2.0 million to $2.4 million

Example 4
The Rubicon Project and Local Corp
The Rubicon Project has the 24-fold multiple of Local Corp.
The Rubicon Project has 2014-sales of 123 million (estimate) and a market-cap of 531 million, this are 4.32-times-revenues.
Local Corp has 2014-sales of 83 million (estimate) and a market-cap of 15 million, this are 0.18-times-revenues.

Quelle für Zahlen: Message-Board of Yahoo

 

Local Corp.: Core IP and Growing Markets Could Mean Business

Posted byLaura Swartz

November 21, 2013 at 10:40 AM

Online media company Local Corporation (LOCM-NASDAQ) reported this morning on new market research commissioned from Borrell Associates. Among its services, Borrell works to gauge ad spending in local markets. The company forecasts that the online pay-per-call ad spending sector (also known as “enhanced directory assistance”) could be worth $8.1 billion by 2018, up from a current value of approximately $1.7 billion. Moreover, business use of this form of online advertising is anticipated to more than double by 2018. As more and more online searches for local goods and services are being performed on mobile devices (as opposed to on the traditional desktop platform), Local Corp. and other industry experts believe that pay-per-call as a mobile lead generation ad model will be key to generating revenue off of mobile consumers.

So What Could This Mean for Local Corp. (LOCM)?

For the past several years, Local Corp. has been expecting the growth of pay-per-call for mobile searches and has been pursuing a competitive patent position in this space. To date, the company states that it has been issued five patents related to pay-per-call advertising solutions, which it anticipates will help the company generate revenue.

Source; Crystal Research

This message will be a Goldmine for Local Corp: "The company forecasts that the online pay-per-call ad spending sector (also known as “enhanced directory assistance”) could be worth $8.1 billion by 2018, up from a current value of approximately $1.7 billion."


The 3 important enhanced directory assistance -patents of Local Corp:

Methods and systems for enhanced directory assistance using wireless messaging protocols
Patent number: 8359049
Type: Grant
Filed: March 25, 2010
Issued: January 22, 2013
Assignee: Local Corporation

Methods and systems for enhanced directory assistance using wireless messaging protocols
Patent number: 7715857
Type: Grant
Filed: March 23, 2006
Issued: May 11, 2010
Assignee: Local Corporation

Methods and system for enhanced directory assistance using wireless messaging protocols
Patent number: 7200413
Type: Grant
Filed: July 30, 2003
Issued: April 3, 2007
Assignee: Local Corporation


 

Pay Per Call is and will be a goldmine for Local Corp


Pay-per-call marketing is going through a renaissance period. Traditional pay-per-call marketing, which existed via TV, print and radio advertising, has been around for years. Now, though, the game is changing, as the “mobile threshold” has been broken. As more Internet traffic comes from mobile devices, it makes sense for advertisers generating leads to have their leads call in directly to a call center rather than trying to get a consumer to fill out a lead form on a mobile page and attempt to connect with them later.

However, it doesn’t have to be one way or another. We see the largest opportunity for both advertisers and publishers alike by creating multi-action, multi-channel pay-per-call campaigns. This gives the user a choice to either dial in right now or to fill out a lead form. Not only do multi-action campaigns increase performance for the publisher, but they provide the user a better experience by giving users the choice of how they want to connect with the advertiser.

Pay Per Call Offer of Local Corp for Publisher

Pay-Per-Call: Improve lead generation and sales force efficiency with the latest performance marketing solutions.

Generate more income by helping connect mobile consumers with the businesses and products they’re searching for. Local Corp's Pay Per Call advertising solution makes it easier for your visitors to contact that business with a simple tap. This convenient shortcut speeds the path to purchase for them and accelerates the revenue stream for you. The quicker they call the business, the faster (and more often) you get paid. Less
 

Kannst Du nicht in deinem eigenen Thread bleiben und den zumüllen ?

Meines Wissens ist dieser Thread von einer anderen Person eröffnet worden und dient der Diskussion um das Unternehmen.

In deinem Thread ist das ja leider nicht möglich..  

Premium audience based on 1st party search intent and then monetize via direct advertisers and programmatic retargeting

Publishers = 3 million search queries monthly

Owned and Operated = 42 million queries monthly (500 million queries/year) and 17 million unique users monthly (200 million unique user/year)

nQuery = 10 million queries monthly and 25 million subscribers and soon too: more then 200 million global monthly searches

Quelle: Company Overview - January 2015 (filed to the SEC few days ago) --> geht dazu auf local.com, dort auf Investors und dort wiederum auf Filings

Und vielleicht kann uns Onkel James einmal erklären, wo es bei den obigen Zahlen nicht um das Unternehmen geht und ob die mit einer Marktkapitalisierung von 15 Millionen zusammenpassen.  

 

für onkel James, denn da hat Jamin Gottfried den Libuda gesperrt und auch ein paar Leser mehr könnte der gebrauchen, denn die Zahlen sind gegenüber den beiden anderen Threads geradzu ärmlich:



Local Corp aussichtslos?








Thema bewerten


















Postings: 17
Zugriffe: 1.067 / Heute: 41



Local Corp  0,67 $  +0,31%  Perf. seit Threadbeginn:   -14,75%  
   

 

 


JaminGottfrie. : Local Corp aussichtslos?  

Top Sites Powered by Local Corporation
.

Local Corporation reaches millions of local consumers across the country online national and regional media sites

Arizona Daily Star
Boston Herald
Canton Rep
Chattanooga Times Free Press
Cumberland Times News
Daily Herald - Utah
Daily Princetonian
Daily Tarheel
East Valley Tribune
El Paso Times
Honolulu Star Advertiser
Journal Star
Knoxville News Sentinel
LaCrosse Tribune
Naples News
NC Times
Newsday
Norwich Bulletin
NWI Times
Observer-Reporter
Pittsburgh Post-Gazette
Rocky Mount Telegram
Santa Ynez Valley News
Spartanburg Herald-Journal
St. Louis Post-Dispatch
Star-Banner
The Arizona Republic
The Commercial Appeal
The Dispatch
The Gadsden Times
The Gazette
The Record Searchlight
The State Journal-Register
The Telegraph
Treasure Coast
Triangle411
Valley News
Ventura County Star
Vermont Today
Washington Post

localcorlocalcorporation/content/.mediaKit
 

Absurd sind nach meiner Meinung die Bewertuzngsunterschiiede zwischen dem deutschen Local Search-Wert My Hammer und dem US-Local Search-Wert Local Corp, denn My Hammer hat trotz miserabler Zahlen mit 1,18 ein 6,5-mal so hohes Umsatzmultiple wie Local Corp.

Local Corp hat ein bei einer Marktkkapitalisierung von 15,56 Millionen und dem mittleren Revenuewert für 2015 von 84 Millionen ein Umsatzmultiple von 0,19.
2015 Guidance of Local Corp
• Revenue between $82M and $86M
• Adjusted EBITDA between
$3M and $4M
Source: Company Overview - January 2015 (filed to the SEC few days ago)

My Hammer hat bei einer Marktkapitalisierung von 8,03 Millonen auf der Basis von 2015 ein Umsatzmultiple von 1,18
Die wichtigsten Finanzdaten auf einen Blick (in Mio)
2012 2013 2014 2015e
Umsatzerlöse      8,71      6,52      6,25      6,80                    §
Bruttoergebnis     -0,59     -5,09     -1,10     -0,60          §
Quelle: http://boersengefluester.de/myhammer-passt-ins-raster-leider/