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  • flankenking flankenking Mar 16, 2013 5:20 AM Flag

    A company with such facts is extreme undervalued: with only 35 million like today

    Fiscal 2013 Financial Guidance of Local Corp:

    Revenue - The company expects 2013 revenue of between $93 million and $95 million, which at the mid-point, is an increase of 12 percent, over the fourth quarter 2012 exit run rate.

    Adjusted Net Income – Adjusted Net Income for 2013 is expected to be at least $5 million, which would result in approximately $1 million in debt-free cash flow. The company defines debt-free cash flow as cash provided by operating activities, less capital expenditures

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • The Strategy of Local Corp: We believe that we are in the early stages of a large and long-term business opportunity presented by the shift of local marketing budgets from traditional media formats to digital media formats. Our strategy for pursuing this opportunity includes the following key components:

      • Increase growth drivers: Key to driving our growth is: the expansion of both our reach (the number of MUVs we serve) and the monetization of that reach (how much ad revenue we generate from those users); and by increasing the number of SMB customers using our platform.

      • Diversify product offerings : In 2010 and 2011, we took steps to diversify our revenue sources, while maintaining our focus on local offerings through the acquisition of: Octane360, which serves as the technology platform for many of our SMB ad products, in the third quarter of 2010; Krillion, which provides near-real-time product and inventory information; and SMG in mid-2011. Our development and acquisition efforts also represent a point of differentiation from an increasingly crowded field in online advertising. We believe that a diversity of offerings will differentiate us from certain of our competitors that may offer only one or two of our services, but not the full suite of our product offerings which we believe appeals to our customers and partners alike.

      • Increase organic traffic: Our O&O growth strategy continues to be focused on increasing organic traffic to our websites, which includes organic and SEO traffic and expanding the monetization of the users we reach today. We believe that adding more content, such as product pricing and inventory information from Krillion, and presenting that content in a useful way to our users, will ultimately drive more organic and SEO traffic over time, both of which are our high margin traffic sources, compared to SEM sourced traffic. We plan to add more content to the website that appeal to our core demographic of soccer moms

    • Local Corporation Reaches Record Mobile, Organic and Total Search Traffic
      .

      Local Corporation Reaches Record Mobile, Organic and Total Search Traffic
      Press Release: Local Corporation .

      IRVINE, Calif.--(BUSINESS WIRE)--

      Local Corporation (LOCM), a leading online local media company, today announced record mobile, organic and total search traffic for the first quarter 2013.

      The company reached mobile traffic of 32 million monthly unique visitors (MUVs) during the first quarter 2013, up 167 percent from 12 million MUVs during the year ago period.

      Organic traffic also continued to grow, representing 49 million MUVs during the first quarter, up 40 percent from 35 million MUVs during the year ago period.

      The company reached 106 million total MUVs during the first quarter, up 13 percent from 94 million MUVs during the year ago period.

      “Traffic volumes remain a key performance indicator for our business. We exceeded our first quarter expectations in each area, which provides us with a strong foundation for performance for the year,” said Heath Clarke, Local Corporation chairman and CEO.

      All site traffic and usage statistics are from third-party service providers engaged by the company. Quarterly MUV traffic is equal to the aggregate of each month's MUV traffic numbers in that quarter. Traffic and the company’s monetization of that traffic combine to determine its revenues for any given period. The company’s traffic volume alone for a period should not be viewed as demonstrative of its financial results for such period.

    • The Strategy of Local Corp
      We believe that we are in the early stages of a large and long-term business opportunity presented by the shift of local marketing budgets from traditional media formats to digital media formats. Our strategy for pursuing this opportunity includes the following key components:

      • Increase growth drivers: Key to driving our growth is: the expansion of both our reach (the number of MUVs we serve) and the monetization of that reach (how much ad revenue we generate from those users); and by increasing the number of SMB customers using our platform.

      • Diversify product offerings : In 2010 and 2011, we took steps to diversify our revenue sources, while maintaining our focus on local offerings through the acquisition of: Octane360, which serves as the technology platform for many of our SMB ad products, in the third quarter of 2010; Krillion, which provides near-real-time product and inventory information; and SMG in mid-2011. Our development and acquisition efforts also represent a point of differentiation from an increasingly crowded field in online advertising. We believe that a diversity of offerings will differentiate us from certain of our competitors that may offer only one or two of our services, but not the full suite of our product offerings which we believe appeals to our customers and partners alike.

      • 1 Reply to flankenking
      • • Increase organic traffic: Our O&O growth strategy continues to be focused on increasing organic traffic to our websites, which includes organic and SEO traffic and expanding the monetization of the users we reach today. We believe that adding more content, such as product pricing and inventory information from Krillion, and presenting that content in a useful way to our users, will ultimately drive more organic and SEO traffic over time, both of which are our high margin traffic sources, compared to SEM sourced traffic. We plan to add more content to the website by launching verticals that appeal to our core demographic of soccer moms – for example: shopping; education; and health & wellness. If we are able to increase the amount of type-in and SEO traffic that our flagship-site receives, we may be able to reduce our reliance on lower-margin traffic we acquire from other search engines.

        • Add new targeted brands, products and services: We also expect to add new brands, products and services to our O&O business unit over time. Additionally, we anticipate that much of the content we develop or acquire for our own O&O properties may also be useful to enhance the product and content offerings we make to our network partners. Our Octane360 acquisition has provided us with some of these attributes including: the ability to quickly create websites focused on particular geographic areas and categories; and to populate those websites with targeted content that we
        believe will be useful to both our core demographic and our advertisers. In December 2012, we announced the launch of certain vertical sites that focus on lead generation opportunities and expand our monetization methods and in January 2013, we announced the launch of the United Kingdom (“UK”) version of our flagship-site to expand the geographic footprint of our offering.

    • Expand Your Universe with Launch by Local: Launch is our complete online marketing solution for all phases of customer interaction

      Take Your Business to New Heights: With Launch by Local, you can send your business skyward. Launch works from the ground up to accelerate your online presence to reach more of the customers you want and keep them coming back for more:.
      • Grow your online presence
      • Reach more of the right customers
      • Generate significant repeat business
      Get Going Fast with the Propel package:
      • No contracts or setup fees
      • More affordable than the competition
      • Up and running in 7-10 business days – guaranteed
      You Get It All:
      • Websites
      • Mobile
      • Social
      • Business listings
      • Banner advertising
      • Content

      SMB Marketing in 2013: 68% of small businesses to increase marketing budget
      David Kirkpatrick January 17th, 2013
      I recently came across research from AWeber that found 68% of small businesses plan on increasing their marketing budget in 2013, and a full 97% plan on at least maintaining their current level of marketing spending.That’s a very solid majority of small businesses that are putting more money into their marketing efforts.
      Source: Marketing Sherpa

      An excellent message for Local Corp with the offer Launch by Local: "That’s a very solid majority of small businesses that are putting more money into their marketing efforts."

      As mentioned, mobile use in general is only going up and, as we’ve said before, it is soon expected to surpass desktop use. The huge rise in mobility is evidence that on-the-go consumers aren’t just searching for things like restaurants and retail stores, but they’re looking for all kinds of businesses and products, including entertainment, professional services, healthcare, and groceries. So, don’t make the mistake of thinking your niche doesn’t need a mobile website.

    • Why Flankenking said: Sell all your Zillow-shares and buy shares of Local Corp

      Zillow Valuation Does Not Reflect Near-Term Reality
      Mar 27 2013, 14:22 by: Dan Owens | about: Z Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. (More...)

      Zillow's (Z) lofty valuation metrics caught my eye so I wanted to understand what was behind all the optimism in the stock. Anytime I see a trailing twelve month P/E of over 290, I have to wonder if the crowd is overly enthusiastic over a stock's potential. Below are some current earnings data for Zillow:

      2013 (est)* 2012 2011 2010
      Revenue 170,950 116,850 66,053 30,467
      Earnings N/A 5,939 (6,774)
      EPS .33 .18 - (0.53)
      * Courtesy of Yahoo Finance

      2013 Estimated earnings growth: 83%
      2013 Future P/E: 168
      2013 Future PEG: 2.01

      Note that Zillow has almost doubled in stock price in the last three months:

    • Mobile Is A Big Advantage For Local Corp
      First: Mobile Apps and mobile-enabled available for consumer sites
      • Flagship-Site
      • Spreebird
      Second: Launch by Local solution offers a mobile-optimized website for SMBs

      Local Corporation Reaches Record Organic and Mobile Quarterly Search Traffic: Local Corporation , a leading online local media company, today announced record organic and mobile search traffic for the fourth quarter 2012.
      Mobile traffic continued to grow, representing 25 million MUVs during the fourth quarter 2012, up 220 percent from 8 million MUVs during the year ago period.
      "Organic and mobile traffic growth both continue to be key performance indicators for our business and these records represent large milestones for us,” said Carlos Caponera, Local Corporation, senior director, consumer properties. "We are making significant progress in growing our ecosystem by driving increased traffic from both organic and mobile sources.”
      All site traffic and usage statistics are from third-party service providers engaged by the company. Quarterly MUV traffic is equal to the aggregate of each month's MUV traffic numbers in that quarter..

      Excellent App from the Flagship-site
      What does our app do?
      It is a fun, free way to discover the best places, events and savings in your neighborhood. You can:
      Search by keyword and category
      Rate & Review
      No time to type? Say it.
      Our convenient, interactive voice search lets you find what you need by keyword location or category - all without having to type.
      Say it and we get results for you fast.
      Our app gets to know you.
      We serve up intuitive suggestions for your time of day, weather and location.
      How about indoor activities for the kids when it’s raining? Or the nearest movie theater for a night out?
      Let us suggest something for you today

    • But Local Corp offers similar services like Zillow, too:

      Real Estate

      Apartment Management
      Home Finding Services
      Mortgages And Loans
      Real Estate Agencies
      Real Estate Services
      Rental Property Management
      Apartment Rentals
      House Rentals
      Property Management
      Real Estate Attorneys
      Realtors + Real Estate
      Residential Real Estate

      • 1 Reply to flankenking
      • And Local Corp is a lot more local than Zillow, because Local Corp working together with regional media sites, which are established very longer than Zilloe. In Q4/2012 Local Corp increased the network (biggest jump ever in a quarter) from 1,000 to now 1,200 regional media sites.

        The most well-known in the Network of Local Corp

        The Gazette

        The Record Searchlight

        The State Journal-Register

        The Telegraph

        Treasure Coast

        Triangle411

        Valley News

        Ventura County Star

        Vermont Today

        Washington Post

        Journal Star

        Knoxville News Sentinel

        LaCrosse Tribune

        NC Times

        Newsday

        Norwich Bulletin

        Observer-Reporter

        Orange County Register

        Pittsburgh Post-Gazette

        San Diego Union Tribune

        Santa Ynez Valley News

        Savannah Morning News

        St. Louis Post-Dispatch

        Star Banner

        The Arizona Republic

        The Augusta Chronicle

        The Commercial Appeal

        The Dispatch

        The Examiner

        The Florida Times Union

        Arizona Daily Star

        Arkansas News

        Boston Herald

        Columbia Daily Herald

        Cumberland Times News

        Daily Herald - Utah

        Daily Princetonian

        Daily Tarheel

        East Valley Tribune

        Honolulu Star Advertiser

    • Zillow has only three quarter of the Monthly Unique Visitors of Local Corp, but the 48-fold market-cap – a joke

      Market-Cap of Local Corp = 36 million

      Market-Cap of Zillow = 1,720 million

      Local Corp development of Unique Visitors:

      11/2012: 18,745,842 Monthly Unique Visitors

      12/2012: 22,738,206 Monthly Unique Visitors

      01/2013: 26,410,927 Monthly Unique Visitors

      02/2013: 24,017,605 Monthly Unique Visitors

      Decrease of 9.06% (but February has only 28 days against 31 in January) against January and an increase of 38.64% year-over-year.

      Compare with the development of Zillow’s Monthly Unique Visitors:

      11/2012: 10,978,144 Monthly Unique Visitors

      12/2012: 11,366,564 Monthly Unique Visitors

      01/2013: 14,298,071 Monthly Unique Visitors

      02/2013: 13,415,496 Monthly Unique Visitors

      Decrease of 6.17% (but February has only 28 days against 31 in January) against January and an increase of 45.23% year-over-year.

      Source fot Montthly Unique Visitors = siteanalytics

    • Dude ths stock has a EPS of .83, they are in big trouble.

      • 1 Reply to dmrj697
      • Where do you see trouble?

        Deloitte's 2012 Technolgy Fast 500 Ranking

        Rank 284 for Local Corp with a growth of 266% from 2007 - 2011
        Rank 500 for Google with a growth of 128% from 2007 - 2011
        That is a average during a period with a difficult year 2011 of 29.6%.

        Turnaround of Local Corp [Adjusted Net income (loss) ]had take place:

        FY-09: 3,041,000$

        FY-10: 13,775,000$

        FY-11: (1,734,000)$

        FY-12: (600,000)$

        FY-13: 5,000,000$

    • The market-cap of Zillow is a joke, if you compare:

      Business Outlook of Zillow with 1,750 million market cap: Zillow says it expects first-quarter sales of $36 million to $37 million, better than the $35.4 million analysts had been expecting, according to Thomson Reuters. That are about 160 million in 2013.

      Fiscal 2013 Financial Guidance of Local Corp with 36 million market cap:
      Revenue - The company expects 2013 revenue of between $93 million and $95 million, which at the mid-point, is an increase of 12 percent, over the fourth quarter 2012 exit run rate.
      Adjusted Net Income – Adjusted Net Income for 2013 is expected to be at least $5 million, which would result in approximately $1 million in debt-free cash flow. The company defines debt-free cash flow as cash provided by operating activities, less capital expenditures.

      Zillow has with 160 million revenues in 2013 against the 94 million of Local Corp only the 1.7-fold revenues, but with 1,790 million market-cap against the idiotic low 36 million of Local Corp the 50-fold market-cap.

 
Z
143.46+0.24(+0.17%)Aug 29 3:59 PMEDT

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