Demandware, Inc. Message Board

Most important message from CC: Based on just our Network business alone, one was I have to say that is a corporation were undervalued
"When you take a step back, you can see that our Network business is characterized by multiyear publisher relationships, high value organic traffic, high gross margins and high growth. Based on just our Network business alone, one was I have to say that is a corporation were undervalued. We believe that the value of this business will be realized as we grow earnings per share this year."

Source: Transcript of Conference Call (Read the complete text direct on Seeking Alpha)

The Vintage Steakhouse
$55 -- Vintage Steakhouse: Romantic Dinner for 2, Reg. $115
Time Remaining
2 days, 18 hrs, 51 mins
540 Bought
Deal Partner Travelzoo

Oasis Cafe
$39 -- Old Town Pasadena: Dinner for 2 at New Cafe, Half Off
Time Remaining
5 days, 19 hrs, 49 mins
600 Bought
Deal Partner Travelzoo

Arizona Grand Resort
$99 -- Phoenix Family Escape to 4-Star Water Park Resort
Value $169
Time Remaining
1 day, 19 hrs, 55 mins
306 Bought

Park City Peaks Hotel
$65 -- Park City Summer Escape for 2, incl. Weekends
Value $119
Time Remaining
1 day, 16 hrs, 54 mins
229 Bought

Posting of a falifications of the ID Flankenking.

Yelp has lower Monthly Unieque Vistors, than Local Corp, but the 50-fold market-cap of Local Corp.

That is a divergence with the factor 278 (39/0.14).

Posting from a falsification of my ID Flankenking, which were tolerated from gambinos paid criminals inside of Yahoo.

Next posting is from a falsification of the ID Flankenking through the criminal crime behind The Street Sweeper with a gambino-chief. This criminal manipulations were tolerated from criminals inside of Yahoo, which were paid from the gambinos.

Newest number of Monthly Unique Visitors (include 05/2013) from siteanalytics
LOCAL CORP (MARKET-CAP OF 37 MILLION) 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

03/2013: 24,427,755 MONTHLY UNIQUE VISITORS

04/2013: 23,785,928 MONTHLY UNIQUE VISITORS

05/2013: 27,804,187 Monthly Unique Visitors

RANK (BY UVS): 44

COMPARE WITH THE DEVELOPMENT OF PRICELINE’S UNIQUE VISITORS:

11/2012: 10,090,532 MONTHLY UNIQUE VISITORS

12/2012: 9,865,043 MONTHLY UNIQUE VISITORS

01/2013: 13,270,962 MONTHLY UNIQUE VISITORS

02/2013: 12,927,291 MONTHLY UNIQUE VISITORS

03/2013: 15,317,797 MONTHLY UNIQUE VISITORS

04/2013: 14,081,338 MONTHLY UNIQUE VISITORS

05/2013: 15,454,555 Monthly Unique Visitors

RANK (BY UVS): 93

COMPARE WITH THE DEVELOPMENT OF TRIPADVISOR’S UNIQUE VISITORS:

11/2012: 14,134,949 MONTHLY UNIQUE VISITORS

12/2012: 13,825,652 MONTHLY UNIQUE VISITORS

01/2013: 17,486,397 MONTHLY UNIQUE VISITORS

02/2013: 17,073,553 MONTHLY UNIQUE VISITORS

03/2013: 19,728,219 MONTHLY UNIQUE VISITORS

04/2013: 18,340,755 MONTHLY UNIQUE VISITORS

05/2013: 21,060,912 Monthly Unique Visitors

RANK (BY UVS): 58 Less

Extreme idiotic: Yelp has with 22,550,797 Monthly Unique Visitors only 80% of Local Corps 27,804,187 Monthly Unique Visitors, but Yelp has with 1,920 million the 50-fold market-cap of the idiotic low market-cap of Local Corp of only 38 million.

Local Corp#s Krillion adds efficiency to marketing and selling processes across the entire consumer goods value chain by providing up-to-date pricing and real-time, in-store availability.
Our elegant and flexible commerce and media solutions are powered by a comprehensive, location-aware product database:
• Consisting of 100 million unique data elements, many of which change daily
• Covering 200 top commerce categories
• Representing 1,200 brands across 40,000 storefronts

Organic Traffic of Local Corp (46% of Total Traffic) and Total Traffic of Zillow are equal, but Zillow has with 1,850 million the 48-fold market-cap of the idiotic low market-cap of Local Corp of only 38 million.

The biggest sensation: Organic Traffic of Local Corp was 46% in Q1/2013

Organic Traffic and Direct Revenues produce no cost of revenues and this 46% are a Big Progress on the Way to 50/50 in 2013 and an important step to build a more defensible and sustanainable business

Development of Organic Traffic/Monthly Unique Visitors (MUVs):

2010: 88 million = 31% of total traffic

2011: 117 million = 33% of total traffic

2012: 155 million = 37% of total traffic

Q1/2013 = 46% (49 million in the first quarter or 196 million in the year by an extrapolation)

Goal: 50% of total traffic

16.3 million Monthly Unique Visitors from Organic Traffic (total Monthly Unique Visitors of Local Corp in Q1 was in the average 35.4 Monthly Unique Visitors on the flagshipsite and the network) of Local Corp wasn't reached in total from a lot of competitors with billion-market-caps. For example: Only the organic traffic of Local Corp was equal with the total traffic of Zillow.

Near 25% in strong hands

Goldman Capital Management Inc.(1) 1,367,500 6.0%

The Tail Wind Fund Ltd.(2) 1,616,915 6.6%

All directors and executive officers as a group (8 persons) 1,644,061 6.8%

Vanguard Group Inc 349,347 1.53%

HUDSON BAY CAPITAL MANAGEMENT LP 320,494 1,40%

CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 89,800 0.39%

GEODE CAPITAL MANAGEMENT LLC 78,770 0.34%

Flankenking (private investor) 77,800 shares 0.34%

BANK OF NEW YORK MELLON CORP 59,731 shares 0.26%

JACOBS LEVY EQUITY MANAGEMENT INC 57,300 shares 0.25%

NATIONAL ASSET MANAGEMENT, INC. 53,000 shares 0.23%

VERITABLE, L.P. 42,324 shares 0,18%

Sister Wendy (private investor) 40,000 shares 0.17%

Zeitverdiener (private investor) 11.500 shares 0.05%

6.0% + 6.6% + 6.8% + 1.53% + 1,40% + 0.39% + 0.34% + 0.34% + 0.26% + 0.25% + 0.23% + 0.18% + 0.17 % + 0.05% = 24.54% of outstanding 22.9 million shares. (= bad times for legal shortsellers and not legal naked shortsellers, which exist because SEC and FINRA had never done any control)

An Ebitda of about 2.5 million in Q2/2013 is about 10 million on a yearly base - that is a P/E of 3.7

Ebitda will be about 2.5 million in Q2/2013 through higher revenues and cost-reductions,
I am sure after the last numbers.

Lower expenses in Q2 - Q4 than in Q1

"Q1 had a little bit of non-recurring charges, particularly on the sales and marketing line. And so, if you look at our run rate, if you took about $900,000 off of that sales and marketing line for Q1, you’d have a pretty good indicator of where we are now on a run rate basis."

CFO Kragun in last Conference Call (Read the complete transcript direct by Seeking Alpha) Less

That will increase the revenues from 21.755 million in Q1/2013 to about 24 million in Q2/2013

Monthly Unique Visitors will increase after my estimate to about 120 million in Q2/2013 - an increase of more than 10% against the106 million in Q1/2013. The math is very simple, because we know the monthly unique visitors of two from three months of Q2/2013:

04/2013: 23,785,928 Monthly Unique Visitors

05/2013: 27,804,187 Monthly Unique Visitors

If we now take the averarge of this two months in June

06/2013: 25,800,000 Monthly Unique Vistors (very conserative estimate)

That are together 77.4 million Monthly Unique Visitors from the Flagship-Site of Local Corp in Q2/2013.

In Q1/2013 had Local Corp reported about more than 12 million every month - and Local Corp has expanded the network strong in last time and my estimate for Q2/2013 is 13 million from the network ervery month = 39 million from the network in Q2/2013 (very conserative estimate).

If we now add the 77,4 million from the flagshipsite and the 39 million from the network = 116.4 million Monthly Unique Visitors of Local Corp in Q2/2013 by a very conserative estimate and a reach of near 120 million by a more optimistic view (for example by an estimate of same Monthly Unique Visitors on the flagshipsite in June like in May).