IOMINVESTCOM
06 Feb 2015
Reduced weighting Sold some yesterday at 3.33 banking 75% gain from 1.88 purchase.
HFWizard
05 Feb 2015
I read the full article today. Its a really positive article about a well run company in a very hot market. What do people think about the possibility of a takeover at these multiples. Suggested bigger players may come into minimob space but they will be behind. Surely easier for them to just acquire the minimob and its clients
Golden Raider
30 Jan 2015
Re: Spotify valued at $8bn............ A... The corporate activity mentioned in my last post makes a breakout more likely.
IOMINVESTCOM
30 Jan 2015
Re: Spotify valued at $8bn............ Akazo... Nice rise today - It would be good to break higher thru 3.00GLTA
Golden Raider
30 Jan 2015
Spotify valued at $8bn............ Akazoo? See FT Spotify hires Goldman to raise near $500m January 29, 2015 10:22 pm[link] A company owned by Shawn Carter, the rapper’s real name, is offering SKr464m ($56m) for Aspiro, the Swedish company behind Wimp, a music streaming service popular in the Nordics as well as Germany and Poland. Wimp offers more than 25m songs and 75,000 music videos to more than half a million subscribers in Norway, Sweden, Denmark, Germany and Poland.See [link]
Golden Raider
29 Jan 2015
Ten Cent has used its WEchat app for paid advertising for the first time. WE chat has 468m users. One of 3 ads were sent dependent on the profile of the user. Users who did not receive the ad for BMW ( thought to be poor or uninterested) were put out that they did not receive it , and complained. i.e. the reception the targeted advertising got in China was very different to the reception it gets in the West.But also, in the comments section one commentator observed that TenCent is expected to generate $1bn from ad sales via WEchat this year. The comment has been removed, but if true it suggests that the 400m+ SDK's downloaded by INTQ's minimob may result in a large ad revenue for INTQ to share with developers. News of monetisation of minimob may be extremely well received. I copied the comment:---------- ---------- ---------- ---------- ---"Buy tencent stock, Alibaba is so yesterday. Tencent stock will triple in 10 years. 2015 willbe the first year that tencent's Wechat is placing ads, projected ad revenue from Wechat's ads alone for 2015 is US$1 billion, Wechat's ads revenue is projected to grow at a compound rate of 20%-40% for the first 5 years!!"---------- ---------- ---------- ---------- I have not had any independent confirmation of this - so buyer beware!
donna blitzen
28 Jan 2015
Re: Minimob Can't access it, GR. Can you paraphrase the gist of it please.
Golden Raider
28 Jan 2015
Minimob An interesting article about TenCent's first use of its Wechat app for paid advertising in China.Perhaps a pointer for what InternetQ may experience with its 400m+ downloads of its Minimob app.[link]
oldjoe1
22 Jan 2015
Re: NEW ARTICLE: InternetQ looks like a ... 21 Jan Canaccord Genuity Buy 286.00 510.00 510.00 Reiterates21 Jan RBC Capital Markets Outperform 286.00 500.00 500.00 Reiterates
oldjoe1
22 Jan 2015
Re: NEW ARTICLE: InternetQ looks like a barg... <b>InternetQ looks like a bargain</b>Lee Wild | Wed, 21st January 2015 - 12:43 iiiInternetQ looks like a bargain. InternetQ (INTQ) rocketed as much as 10% Wednesday after the owner of mobile marketing platform Minimob and music streaming service Akazoo revealed a surge in fourth-quarter revenue. Margins improved in the second half of the year, too, and broker Canaccord Genuity has upgraded earnings per share estimates both for 2014 and the current year by 5%.A boom in demand for mobile marketing had revenue up almost 27% in the final three months of last year to €130 million, and with margins also improving, InternetQ made an adjusted cash profit of more than €22 million and adjusted profit after tax of €14 million. It ended the year with €12 million of cash on the balance sheet, or about €1 million net cash.B2B, or mobile marketing, made up 79% of sales and is in hot demand. Global ad spend is tipped to increase by 5% this year to $545 billion, driven largely by mobile. InternetQ's Minimob platform now has over 400 million installations and is fully integrated into 138 advertising networks/demand-side platforms. That helps it monetise its digital advertising inventory.<img src="[link] has been pumping money into music streaming service Akazoo, too, and it's had success here, too. It reports "good results" from its offering with MTN and has launched lots of new partnerships in Asia. It still plans to launch Akazoo in another western European market and announce new strategic partnership deals in the Asian market by the end of the first quarter of 2015."The remarkable take-up of Minimob provides a significant competitive advantage, while management remains confident that it can roll out Akazoo profitably into larger Western markets, benefiting from a materially lower customer acquisition cost than its competitors," explains Canaccord.It's why the broker has upgraded cash profit forecasts for 2014 to €22 million, giving adjusted pre-tax profit of €14.4 million and EPS of 33.9 euro cents. This year it looks for €27.9 million, €18.9 million and 41.7 cents respectively.As we've said here before, there's a clear valuation argument in favour of InternetQ at these levels.After the number changes, and with the shares at 294p, InternetQ trades on just 9 times forecast earnings for 2015. Next year it's only 8.3. That's incredibly cheap for a company tipped to growth EPS by an average of 16% for the next two years. "It is even on a projected 6.9% free cash flow yield, as we expect capex to be flat in FY15 (falling as a % of profits) and driving up free cash flow conversion rates," writes Canaccord which sticks with its 510p target price.Having broken above the 200-day moving average and technical resistance at around 280p, they're certainly heading in the right direction. Full-year results are due on 31 March.
Golden Raider
21 Jan 2015
Trading update INTERNETQ PLC ('InternetQ', the 'Group' or the 'Company') Trading update for the year ended 31 December 2014 Strong financial and commercial performance driven by increasing demand for mobile marketing and international growth of digital entertainment division InternetQ plc (LSE-AIM: INTQ), a leading provider of mobile marketing anddigital entertainment solutions for mobile network operators, app developersand brands, announces the following positive trading update for the year ended31 December 2014. The Company will announce its full year results for the 12months ended 31 December 2014 on 31 March 2015.Financial updateInternetQ has continued to deliver strong growth during 2014, with revenuesincreasing by nearly 27% to well over €130 million, with the B2B (MobileMarketing) segment contributing 79% and the B2C (Digital Entertainment) 21%.Margins improved in the second half of the year, driving annual adjusted EBITDAto over €22 million and adjusted profit after tax to the order of €14 million.InternetQ maintains a strong balance sheet with cash as at 31 December 2014 inexcess of €12 million. Cash generated from operations was close to €15 million(compared to €12.4 million in 2013) generating positive free cash flow. Thissolid financial position provides sufficient capacity to support future growthas smartphone adoption and usage become commonplace across both multipleemerging and developed markets.Panagiotis Dimitropoulos, Founder and Chief Executive Officer of InternetQsaid:"Mobile marketing is expanding rapidly across the globe and InternetQ isproviding profitable, performance-based marketing solutions which are achievingconsiderable traction. With our expanded geographic reach and our innateinnovation, InternetQ remains confident in our ability to deliver strongrevenue and earnings growth in the years ahead."B2B (Mobile Marketing): strong growth with new opportunities forperformance-based advertising platforms created as mobile advertising spendcontinues to riseInternetQ's B2B division continues to benefit from positive market trends withglobal smartphone adoption and the growing app economy driving demand formobile advertising. Global advertising spend is forecast to increase 4.9% in2015 to a total of US$545 billion, of which mobile will be the biggest driverof global advertising growth, contributing 51% of all additional spend between2014 and 2017 (source: Marketing Profs, 5 January 2015).Increasing demand for InternetQ's Minimob platform * More than 400 million unique Minimob SDK installations with 3800 active app developers now using the Minimob platform. Minimob's 400 million installations provide a direct route to exclusive ad inventory that is available to InternetQ each day. This forms a unique private ad network that can be directly monetized with marketing offers. * 33 additional advertising networks/demand-side platforms (DSPs) fully integrated with the Minimob platform, now totaling 138. * Over 2,500 new performance based advertising campaigns for brands, ad agencies and operators run through the Minimob platform in December 2014, almost double compared to the same period in 2013. * Continued innovation with new features and functions, including an easier way to automate the integration of offers and enhanced targeting ongoing in Q1 2015. Strong performance achieved in Latin America with robust pipeline for 2015 * Ongoing branded mobile marketing campaigns with all major Mobile Network Operators in the Latin American region with projects undertaken in Costa Rica, the Dominican Republic, Ecuador, Guatemala, Honduras, Peru, Nicaragua and Paraguay. * Solid pipeline with another four new campaigns in Lat
II Editor
21 Jan 2015
NEW ARTICLE: InternetQ looks like a bargain "LSE:INTQ:InternetQ rocketed as much as 10% Wednesday after the owner of mobile marketing platform Minimob and music streaming service Akazoo revealed a surge in fourth-quarter revenue. Margins improved in the second half of the year, too, and ..."[link]
gemmel1
21 Jan 2015
Good news Good news today with revenue up for 2014 and more importantly margins up!Could this be the catalyst for taking the share price towards mentioned in Article by Lee Wild | Tue, 30th September 2014 - 13:28Mmmmm £5 a share would do nicely!!!!!Let's hope for a strong 2015 or maybe the odd vulture flying about?
JamToday
21 Jan 2015
The rest of the update looks good to me - not much info on Akazoo, will hopefully find out more in full year results
JamToday
21 Jan 2015
Update looks good on EBITDA and profit, though Revenue up 27% misses brokers prediction of 39% for 2014
