Wed, Jul 23, 2014, 5:15 AM EDT - U.S. Markets open in 4 hrs 15 mins

Recent

% | $
Click the to save as a favorite.

Angie's List, Inc. Message Board

  • flankenking flankenking Mar 16, 2013 2:17 PM Flag

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

    A
    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 Less

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • 7:31AM Local Corp (market-cap = 40 million) reaches record mobile, organic and total search traffic; mobile traffic in 1Q2013 up 167% YoY 1.79 : Co announced record mobile, organic and total search traffic for Q1 2013. The co reached mobile traffic of 32 mln monthly unique visitors (MUVs) during Q1 2013, up 167% from 12 mln MUVs during the year ago period. Organic traffic also continued to grow, representing 49 mln MUVs during the first quarter, up 40% from 35 mln MUVs during the year ago period. The co reached 106 mln total MUVs during Q1, up 13% from 94 mln MUVs during the year ago 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.

      • 2 Replies to flankenking
      • • Optimize monetization: As an ongoing initiative, we continuously look to optimize our ability to monetize the traffic reaching our domains. In
        particular, we apply scientific methodology when testing new user experiences that lend to both higher monetization/margin opportunities as well as
        an enhanced user experience. In addition, we are leveraging the data from Krillion as another method of monetization across our properties.

        • Add Network websites and expand Network content: Our Network growth strategy includes: adding new websites; expanding the content and products available to our network partners; growing the user base of our existing products through SEO efforts and content expansion; and improving our overall monetization per visitor through continued page optimization. We believe that expanded distribution increases our value in the local search ecosystem, thereby attracting new advertisers. This, in turn, allows us to compete for expanded distribution, creating what we feel is a virtuous cycle, with strategic defensibility originating from our significant base of traffic on our O&O properties. We further believe that over time, any local search network without an accompanying proprietary traffic source will find it increasingly difficult to compete.

      • • 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.

    • Local Corp has double Monthly Unique visitors than Hulu
      .

      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% (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 Hulu’s Unique Visitors:
      11/2012: 11,908,754 Monthly Unique Visitors
      12/2012: 11,808,002 Monthly Unique Visitors
      01/2013: 12,640,986 Monthly Unique Visitors
      02/2013: 12,361,375 Monthly Unique Visitors
      Decrease of 9.06% (February has only 28 days against 31 in January) against January and an increase of 38.64% year-over-year

    • Local Corporation Launches “Fusion by Local” Premium Ad Network to Serve $3.4 Billion Local Display Ad Market
      Gives Advertisers Reach Into Local Markets; Publishers Access to Top Brands and Additional Ad Revenue

      Local Corporation (LOCM), a leading online local media company, today announced the launch of “Fusion by Local,” a new premium ad network for advertisers and brand marketers seeking to engage with targeted local audiences in markets across the U.S.

      Fusion by Local gives advertisers the ability to reach targeted customers in local markets through premium display advertising inventory across some of the top media properties in the country, including sites in the company’s established network of over 1,000 regional media sites. The premium network also provides regional media publishers with access to national advertisers and brands to drive incremental advertising revenue through their media properties.

      With local display advertising on the rise and expected to grow 18.2 percent this year to $3.4 billion1, advertisers are seeking ways to more effectively engage their target audiences quickly and efficiently on a local level. National and regional brands that are looking to advertise locally are increasingly seeking premium ad positioning for their campaigns near relevant content, with high quality publishers and media sites
      Fusion by Local offers both, by combining its unique, precision-based targeting for audiences with premium advertising inventory that takes the manual process out of local buying. It also eliminates the time and resource-intensive process for advertisers of contacting publishers, negotiating multiple contracts, submitting insertion orders and tracking performance metrics for each media property.

    • Local Corp has near 8-fold Monthly Unique Visitors of Angies List, but only an idiotic market-cap of about 38 million - extreme idiotic and a naked shortselling-bubble, who will burst in the not-too-idistant future.

      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% (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 ANGI’s Unique Visitors:
      11/2012: 2,603,340 Monthly Unique Visitors
      12/2012: 2,551,023 Monthly Unique Visitors
      01/2013: 3,454,644 Monthly Unique Visitors
      02/2013:3,185,928 Monthly Unique Visitors
      Decrease of 7,78% (February has only 28 days against 31 in January) against January and an increase of 50,10% Y-o-Y

    • Sell before all insiders had sold and invest the amount in shares of extreme undervalued Local Corp.

    • Local Corp is THE pioneer in local technology
      .

      • Proprietary platform and know-how
      »Real time business, product and services data integration
      »Large scale local/commercial content production and syndication
      »Very large scale CPC ad-serving and distribution
      »Web indexing and local search relevance
      »Very large scale SEO, SEM campaign expertise
      »Local display ad production and syndication
      »Web hosting and local/commercial domain name acquisition

      •12 patents issued, 8 pending
      »Key patents
      –Local web indexing (for indexing local web sites across the web)
      –Pay per call for local and commercial searches via a mobile device (multiple patents)
      •The billion dollar industry question: How do we monetize mobile?
      –Dynamic cascading menu search (for product search on tablets and smart phones)
      –Bulk domain registration and content management (for very large scale SEO)

      • 1 Reply to flankenking
      • Local Corp has the double of business-listing than Google Place - Local Corp has 18 million Business Listings against only 9 million of Google Place: "Google would be at about 9.5 million +/- claimed pages now — still below what Facebook is reporting today."

        Source: SMALL BUISINESS SEARCH MARKETING

        A sensation is, that Facebook has only two third of business-listings of Local Corp: 11 million business listings against the 18 million of Local Corp.

        Information was given from Facebook COO Sheryl Sandberg, who told investors and listeners on the call that 11 million businesses are using Facebook Pages.

        Source: SMALL BUISINESS SEARCH MARKETING

    • I have a simple adivice: Sell all your Angi-shares at once and buy for the amount shares of Local Corp.

      • 2 Replies to flankenking
      • I believe my advice was okay:

        Angies List
        Prices
        Date Open High Low Close Volume Adj Close*
        Apr 3, 2013 19.59 19.65 18.15 18.62 1,158,900 18.62
        Apr 2, 2013 19.80 19.95 19.50 19.65 603,000 19.65
        Apr 1, 2013 19.71 20.63 19.37 19.86 879,400 19.86
        Mar 28, 2013 19.92 19.93 19.56 19.76 505,700 19.76
        Mar 27, 2013 19.72 19.99 19.55 19.88 411,600 19.88
        Mar 26, 2013 19.39 20.17 19.31 19.99 608,600 19.99
        Mar 25, 2013 18.84 19.33 18.82 19.32 561,200 19.32
        Mar 22, 2013 18.77 19.18 18.65 18.86 655,700 18.86
        Mar 21, 2013 18.92 19.03 18.62 18.64 316,200 18.64
        Mar 20, 2013 18.93 19.53 18.85 18.99 381,200 18.99
        Mar 19, 2013 19.57 19.70 18.84 19.10 451,700 19.10
        Mar 18, 2013 19.40 19.83 19.23 19.55 394,800 19.55


        Local Corp
        Prices
        Date Open High Low Close Volume Adj Close*
        Apr 3, 2013 1.78 1.96 1.76 1.83 389,800 1.83
        Apr 2, 2013 1.70 1.73 1.70 1.71 16,700 1.71
        Apr 1, 2013 1.68 1.72 1.68 1.71 64,800 1.71
        Mar 28, 2013 1.67 1.70 1.65 1.70 41,000 1.70
        Mar 27, 2013 1.65 1.68 1.65 1.66 22,700 1.66
        Mar 26, 2013 1.66 1.72 1.59 1.66 99,300 1.66
        Mar 25, 2013 1.62 1.67 1.60 1.67 41,500 1.67
        Mar 22, 2013 1.64 1.65 1.60 1.61 50,200 1.61
        Mar 21, 2013 1.60 1.64 1.60 1.61 149,800 1.61
        Mar 20, 2013 1.60 1.62 1.57 1.60 63,500 1.60
        Mar 19, 2013 1.59 1.65 1.55 1.60 87,500 1.60
        Mar 18, 2013 1.56 1.63 1.55 1.55 79,400 1.55

      • But you should hurry with your change: The best time is now!

    • One million dollars in cash flow for a 51 million share stock priced at 19.78. . That's a Price to cash flow of almost 1000 to 1! Do you really believe that is sustainable in a non-euphoric market? I don't.

      Honestly it won't matter regardless because this stock is following the market, not it's financials.

    • Angies List is extreme overvalued and Local Corp extreme undervalued, if you take a look at the following compare

      Business Outlook of Angies List which has a market-cap of 1,150 million:
      The Company's financial and operating expectations for the first quarter of 2013 are as follows:
      Total revenue in the range of $51.0 million to $52.0 million for the first quarter of 2013.
      Marketing expense in the range of $19.0 million to $20.0 million for the first quarter of 2013.

      Fiscal 2013 Financial Guidance of Local Corp with 35 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.

      Angies List has with about 215 million revenues in 2013 against the 94 million of Local Corp only the 2.3-fold revenues, but with 1,150 million market-cap against the idiotic low 35 million of Local Corp the 33-fold market-cap.

 
ANGI
10.59+0.48(+4.75%)Jul 22 3:59 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.