Nice action yesterday in a bad market. Might be some analysts joining the speculation camp RE:TWITTER IP catalyst. Social media can bring more to immediate value to VCLK IE/ Acquisition than VCLK can bring to shareholders waiting for a turnaround.
I think the "purchase" of Giulianis shop was really his "acquisition" of the VCLK infrastructure to grow his vision. Makes sense to get rid of the O&O since that wasn't his forte. Zarley was an aggregation guy, but this guy has a vision. I have dabbled with this one for a long time and this makes it interesting again. keeping an eye on it.
IMO the company is to big for Twitter to swallow. This upon the cash it will receive from it's IPO. However since this company generates high cash flow. IMO a later possible deal for cash can't be ruled out.
I meant to say a later possible deal for stock can't be ruled out. Goog,,Bing & YH would pay cash
Looks like a 100 thousand share block traded without any big damage. There's no panic selling. IMO TO speculation is high because the company stumbled. The business model strategy has also changed with the divestitures that are now planed. Meanwhile the new authorized 100 million dollar buyback will give some near term support. IMO the company is to big for Twitter to swallow. This upon the cash it will receive from it's IPO. However since this company generates high cash flow. IMO a later possible deal for cash can't be ruled out. One things fairly certain. Social media and search need advertising. Public companies such as VCLK are thin. That's why many private deals are taking place. I may have to hold on to my VCLK shares awhile for that to happen. If nothing happens. I'll have to wait for the turnaround
I sure hope large amounts will be dumped at open. Like you said, it'll give us a lot of opportunity to get in. I feel like this stock's one of those Take-over stories.
Well those waiting for a miss and a new opportunity for a trade might get their chance tomorrow. Down around 7% AH. Nothing to big yet however . I'm guessing to see big blocks on offer that are looking to dump at the open with a repurchase trade later. IMO I think the stock might recover near close from early damage, as it's already taken a few punches. .
The earnings after the close will tell a near term story. A miss will get you in at a better price. Positive will pop it. I'm here longer term. IMO Twitter once its public will need ad content to monetize itself. It's not profitable right now. I like VCLK chances of being bought down the road by search or social media providers. Nice cash flow along with double digit ROE & profit margins.
I agree with your thesis. When you own your own mobile phone manufacture, search engine & advertisers . It king of creates a double sword conflict of interest.
How is Greystripe (mobile ads) doing? Bought for about 75 mill in 2011. I bought some shares of VCLK yesterday. Once Twitter has its IPO. It will have public shareholders to answer for. Shareholders want to see profits. You need advertising for that. IMO in due time VCLK will be on someones shopping list.
I am a ValueClick Publisher and my earnings have gone up significantly. There are way more publishers that went over to CJ and the revenue gains are starting to materialize in this quarter.
Sentiment: Strong Buy
You are an idiot that does not even know what you are talking about. Cover now while you can.
Sentiment: Strong Sell
Tell me if I am missing here something. With 74m outstanding, 93.5%+6%: insti.+insiders=0.5%=400k shares are available for trading. 12mil of short shares and avg volume of 1.2mil. So 800k per day are shorted shares on average.
Insiders unloaded 7.5mil in last qtr, which is 10% of a float....
And that Affiliated marketing #$%$ is an old "technology". This company is doomed in my opinion and just based on the fact that they make some money, I think price should be 15$ and entry point arounf 12$.
Sentiment: Strong Sell
The stock has done well over the last few days, and the volumes have been better. The ten day volume average is higher than the three month average. So it may be recovering from the post earnings crash, and may enter a period of range bound movement. Many more days of stability are required to confirm this. A recent article on seekingalpha had given a target of $33 for the stock. Interestingly, the 52 week high of the stock is also around $32. The author was bullish on the stock and had summarized by saying that 'ValueClick is a quality business, which is generating a lot of shareholder value for both short and long term. The company is being managed, as probably any private equity investor would have managed, using cash to make strategic acquisitions and share buybacks. Stock correction due to a temporary weakness is giving a good opportunity to invest'. For the short term, however, the company needs to beat its guidance for the third quarter and the guidance for the full year. This is because the last two earnings have dented the sentiments, and it may be difficult for the stock to cross $25 even if the current recovery lasts a bit longer. It needs to remain dynamic, and alive to opportunities in other segments. Social media sponsorship is an emerging field, with players like IZEA (IZEA) doing well. Looking in isolation, the stock is reasonably valued with a trailing P/E of 17.45 and forward P/E of 11.52. The price to sales and price to book are 2.4 and 2.8 respectively, which is reasonable considering the other metrics. The PEG is 0.99, which indicates good prospects for earnings growth over the next few years. The debt is around $102 million and the cash is more than $127 million. So it is not that bad, but needs a dose of good news to get a bit of positivity going.