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Yelp Inc. Message Board

  • flankenking flankenking Sep 20, 2013 2:28 AM Flag

    Yelp is extreme overvalued

    Yelp has only the 2.4-fold revenues of Local Corp, but the 100-fold market-cap

    Income Statement of Local Corp (Market Cap = 46 million):

    • Sequential revenue growth up 6% to $22.7 million in Q2 from $21.5 million in Q1

    • Adjusted EBITDA up 72% to $1.2M in Q2 from $685K in Q1

    Income Statement of Yelp (Market Cap = 4,600 million)

    • Net revenue was $55.0 million in the second quarter

    • Adjusted EBITDA for the second quarter of 2013 was approximately $7.8 million, compared to $1.6 million for the second quarter of 2012

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    • Yupitybup yup

    • have some patience. they will go bust in a few years. why do you think they went public?

    • need to see earning so people see that the company cannot grow by 100% every quarter

      Sentiment: Strong Sell

    • this stock could easily be below 55 by thanksgiving

    • Strong increase of the number of member of the network and expanded realationships with the existing members of the network

      Local Corporation’s new local shopping channel enables publishers to drive new digital revenue and traffic through the integration of dynamic local shopping content from the company’s patented Krillion local shopping platform.

      The local shopping channel delivers relevant store location, pricing, and product availability to ready-to-buy consumers via online and mobile interfaces. The fully hosted, turnkey solution is private-labeled and is free to implement for publishers. Less

    • Strong Cash Flow from Network of Local Corp: The company's efforts to increase sales from its high-margin Network business could help to generate substantial cash flow in the years ahead
      .

      The company's efforts to increase sales from its high-margin Network
      business could help to generate substantial cash flow in the years ahead.
      Local has revved up its sales initiatives within its high-margin Network Publishing
      business. This business helps merchants and community websites monetize
      consumer traffic through genre-specific advertisements carefully targeted to
      consumer interests and local communities. As more revenue accrues from this
      business, the company's margin mix should improve leading to more consistent
      profits and cash flow.

      Read the complete text with 17 sites direct by Merriman Capital

      • 1 Reply to flankenking
      • Local Corp Shares On Sale With New Microsoft Partnership

        Sep 8 2013, 15:57 Disclosure: I have no positions in any stocks mentioned, but may initiate a long position in LOCM over the next 72 hours. (More...)

        Shares of Local Corp (LOCM) got a boost on Thursday. Shares rallied 25% in the pre-market after announcing a new deal with Bing, the search engine from Microsoft (MSFT). Despite the hype, shares of the localized search engine company closed up only 19% and still remain below the $2 mark. Here's why you should consider buying shares of Local Corp now.

        The partnership with Microsoft connects Local Corp to millions of customers searching for products and services through Bing. Microsoft's search engine has seen growth recently against larger rival Google (GOOG). In July, Bing had a 17.9% market share of searches in the United States. This number is up 2% from the previous year. Bing has seen growth through growing demand for Windows 8 products and being the search of choice for Apple's (AAPL) Siri voice search technology. Google and Yahoo (YHOO) had market shares of 67% and 11.3%, respectively for the month of July.

        Local Corp will provide location-based local product search results for web searches through Bing. Local Corp's new deal will also integrate search results using the company's Krillion platform. Krillion offers unique searching, connecting customers and retailers with actual products in stock, using patented technology.

    • Local Corp.'s Secret Sauce

      "But, if one of Local's customers is instead surfing on one of the company's regional network publisher's sites on a web page hosted by Local, if he or she "clicks through" a sponsored ad there, Local will receive a much higher margin on that visit since it is derived organically; thus there are no costs associated with the larger search engines and the majority of site traffic does not come from SEM. Perhaps what's even more important is that the actual ad revenue per click paid by the merchants for localized searches are much larger than those normally paid out for basic web searches. Why? Because merchants are much more willing to pay higher "click through" fees to area specific queries since local buyers are much more inclined to purchase goods or services when they're looking for vendors in their community. This "local" connection is Local Corp.'s secret sauce."

      Source: Merriman Capital - Local Offers Margin Expansion & IP Opportunities-- Initiating Coverage With a Buy Rating and $4.50 PT

    • Insiders Are Selling Yelp

      Sep 21 2013, 06:50
      In this article, I will feature one tech stock that has seen intensive insider selling during the last 30 days. Intensive insider selling can be defined by the following three criteria:
      1.The stock was sold by three or more insiders within one month.
      2.The stock was not purchased by any insiders in the month of intensive selling.
      3.At least two sellers decreased their holdings by more than 10%.

 
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