Local.com aussichtsreich

Ein Diskussionsthtread ist das inzwisischen nicht mehr, eher ein Blog.
Erinnert mich angesichts der Diskrepanz zwischen Kursverlauf/Ergebnis und Ton/Inhalt der Beiträge eher an Baghdad Bob.

Another advantage: Local Corp own its audience and has a nearly complete end-to-end solution of programmatic buying.

Publisher-Side:
- First party search data (in place)
- Quality controls (in place)
- Smart segmentation (in progress)

Advertiser-Side
- Media Buying expertise (in place)
- DMP platform (in progress)
- Optimization platform (in progress)

Source: Corporate Overview - January 2015 (filed to the SEC few days ago)

Geld- und Briefkurse


Handelsplatz  Geld-Stk.  Geld  Geld-Brief  Brief  Brief-Stk.  Spread   Zeit  


Tradegate   3.548  0,564 €  




0,583 €  3.427  3,37%  18:16:24  

The financial monetization of patents has only started by one (the oldest) patent of 13 patents. And by the first trial by hundreds or thousands, who hurt this patent of Local Corp. we saw a very big success for Local Corp: A payment of $700,000 for Local Corp from Fry’s

Searches Assisted by Multi-Level
Menus
Issued
7,062,453
08/31/2000
But this $700,000 will never standing alone – take a look at the speech of the CEO as the settlement was published, some weeks ago.

”We have identified hundreds of websites and applications that we believe infringe upon this patent and believe there are likely thousands more. We have set a clear course to begin the process of licensing this patent and expect to continue to report the results of these monetization efforts with greater frequency. Overall, we currently believe that a conservative estimate of potential future licensing fees that could be generated from this patent is $100 million.

Quelle: Last conference call on Seeking Alpha

Base business provides foundation for programmatic and mobile growth accelerators.

Four drivers of growth:

- nQuery carrier expansion

- Network programmatic media buying

- Programmatic audience extension

- Expansion of Q&Q category pages


Quelle: Company Overview of Local Corp - Q1-2015  

According to research conducted by Google, in conjunction with Nielsen, consumers are spending over 15 hours per week during research on their smartphones. As smart phone usage continues to grow, it only makes sense for your business to be mobile friendly. If not, competitors could take away 68% of your smartphone traffic.

Quelle: Google

Value of peers in the space of programmatic advertising

Pubmatic = 1 billion (2013)

Rubicon = 591 million (2015)

Admeld (aquiered from Google) = 400 million (2011)

The Rubicon Project has the 20-fold multiple of Local Corp.

The Rubicon Project has 2014-sales of 123 million (estimate) and a market-cap of 552 million, this are 4.4-times-revenues.

Local Corp has 2014-sales off 83 million (estimate) and a market-cap of 19 million, this are 0.21-ttimes-revenues.

Source: Company Overview - January 2015 (geht dazu auf die Webseite von local.com, dann auf Investor Relations und dort auf Filings und hier das oberste auswählen)

Local Corp.: Core IP and Growing Markets Could Mean Business

Posted byLaura Swartz

November 21, 2013 at 10:40 AM

Online media company Local Corporation (LOCM-NASDAQ) reported this morning on new market research commissioned from Borrell Associates. Among its services, Borrell works to gauge ad spending in local markets. The company forecasts that the online pay-per-call ad spending sector (also known as “enhanced directory assistance”) could be worth $8.1 billion by 2018, up from a current value of approximately $1.7 billion. Moreover, business use of this form of online advertising is anticipated to more than double by 2018. As more and more online searches for local goods and services are being performed on mobile devices (as opposed to on the traditional desktop platform), Local Corp. and other industry experts believe that pay-per-call as a mobile lead generation ad model will be key to generating revenue off of mobile consumers.

So What Could This Mean for Local Corp. (LOCM)?

For the past several years, Local Corp. has been expecting the growth of pay-per-call for mobile searches and has been pursuing a competitive patent position in this space. To date, the company states that it has been issued five patents related to pay-per-call advertising solutions, which it anticipates will help the company generate revenue.

Source; Crystal Research

sehr hohen Cost of Revenues:

Revenues in Q3 of Blucora was with 114.9 million the 6.3–fold of Local Corp of 18.1 million, but the market-cap of Blucora is with 572 million the 36.8-fold of the idiotic low 15.56 million of Local Corp.

View Quarterly Data of Blucora All numbers in thousands
Period Ending Sep 30, 2014 Jun 30, 2014 Mar 31, 2014 Dec 31, 2013
Total Revenue 114,855 141,569 216,183 167,340
Cost of Revenue 75,359 79,370 96,322 110,564

Gross Profit 39,496 62,199 119,861 56,776

Quelle: Zahlen auf dem US-Aktienboard von Yahoo zu den beiden Unternehmen

Und selbst hier haben wir eine Divergenz mit dem Faktor 6.

- Settlement reached: In September, the lawsuit against Fry's  Electronics regarding the infringement of Local's  U.S. patent 7062453, (‘453’) patent, which covers
messaging systems for dynamic networked commerce architecture, was settled to the mutual satisfaction of the parties and Fry's Electronics agreed to license the patent.

- Continuing our efforts with partners to enforce our intellectual property rights.

- We believe we have the opportunitv for strong monetization of our proven patents.

Company Overview - January 2015

Continuing our efforts with partners to enforce our intellectual property rights could be very important by the 5 important Pay Per Call-Patents (of 13 patents) of Local Corp. One could be, that Local Clorp sell this patents to a bigger and financial stronger partner and licencing them for free for the own use.

Methods and systems for enhanced directory assistance using wireless messaging protocols
Patent number: 8359049
Type: Grant
Filed: March 25, 2010
Issued: January 22, 2013
Assignee: Local Corporation

Enhanced directory assistance services in a telecommunications network
Patent number: 8306208
Type: Grant
Filed: August 7, 2009
Issued: November 6, 2012
Assignee: Local Corporation

Methods and systems for enhanced directory assistance using wireless messaging protocols
Patent number: 7715857
Type: Grant
Filed: March 23, 2006
Issued: May 11, 2010
Assignee: Local Corporation

Enhanced directory assistance services in a telecommunications network
Patent number: 7596218
Type: Grant
Filed: May 30, 2003
Issued: September 29, 2009
Assignee: Local.Corporation

Methods and system for enhanced directory assistance using wireless messaging protocols
Patent number: 7200413
Type: Grant
Filed: July 30, 2003
Issued: April 3, 2007
Assignee: Local Corporation

www.welt.de/print/die_welt/wirtschaft/...-der-Konsumenten.html

Marktkapitalisierung statt idiotisch niedrigen 15 Millionen wie gestern, wenn man sich die Datenlage ansieht:

2015 Guidance of Local Corp
• Revenue between $82M and $86M
• Adjusted EBITDA between
$3M and $4M
Spiurce: Company Overview - January 2015 (filed to the SEC few days ago) Less

. .

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Premium audience based on 1st party search intent and then monetize via direct advertisers and programmatic retargeting

Publishers = 3 million search queries monthly

Owned and Operated = 42 million queries monthly (500 million queries/year) and 17 million unique users monthly (200 million unique user/year)

nQuery = 10 million queries monthly and 25 million subscribers and soon too: more then 200 million global monthly searches

Quelle: Company Overview - January 2015 (filed to the SEC few days ago) --> geht dazu auf local.com, dort auf Investors und dort wiederum auf Filings

Only idiots ignore, that the revenues was lower but the cost of revenues, too, and in the result the EBITDA is unchanged

Fiscal Year 2014 of Local Corp
Full year 2014 revenue is expected to be between $82.8 million and $83.3 million, compared with prior guidance of $87 million to $90 million. Full year 2014 net loss is expected to be in the range of $5.5 million to $5.7 million. Adjusted EBITDA* is expected to be in the range of $2.2 million to $2.4 million, in line with previous guidance of $2.0 million to $2.4 million.

If you buy potatoes for $10 and sell it for $15, you win $5. And if you buy potatoes for $7 and sell it for $ 12, you win $5. Same happened by Local Corp: Local Corp had lower revenues from bought traffic and must pay less for this traffic.

Because a lot of idiots don't understand this simple interdependence, the situation of today is a reason for a strong buy.
Now an Ebitda-range of $2.2 million to $2.4 million against $2.0 million to $2.4 Million in the previous guidance.

Local Corp has through the Pigeon-Update of Google a lower RUV, but must pay on the other site a lower amount to Google for the from Google bought traffic. The result are lower revenues of Local Corp, but a little bit better EBITDA.

Quelle: local.com --> pre-eliminary report

Adresse kommt Euch vielleicht bekannt vor

www.usatoday.com/story/money/columnist/...rends-2015/21279665/

- kein Wunder, denn es ist bei Local Corp geklaut.

Local Corporation reaches millions of local consumers across the country online national and regional media sites


Arizona Daily Star
Boston Herald
Canton Rep
Chattanooga Times Free Press
Cumberland Times News
Daily Herald - Utah
Daily Princetonian
Daily Tarheel
East Valley Tribune
El Paso Times
Honolulu Star Advertiser
Journal Star
Knoxville News Sentinel
LaCrosse Tribune
Naples News
NC Times
Newsday
Norwich Bulletin
NWI Times
Observer-Reporter
Pittsburgh Post-Gazette
Rocky Mount Telegram
Santa Ynez Valley News
Spartanburg Herald-Journal
St. Louis Post-Dispatch
Star-Banner
The Arizona Republic
The Commercial Appeal
The Dispatch
The Gadsden Times
The Gazette
The Record Searchlight
The State Journal-Register
The Telegraph
Treasure Coast
Triangle411
Valley News
Ventura County Star
Vermont Today
Washington Post


www.localcorlocalcorporation.com/content/...ediaKit_100313.pdf  

Absurd sind nach meiner Meinung die Bewertuzngsunterschiiede zwischen dem deutschen Local Search-Wert My Hammer und dem US-Local Search-Wert Local Corp, denn My Hammer hat trotz miserabler Zahlen mit 1,18 ein 6,5-mal so hohes Umsatzmultiple wie Local Corp.

Local Corp hat ein bei einer Marktkkapitalisierung von 15,56 Millionen und dem mittleren Revenuewert für 2015 von 84 Millionen ein Umsatzmultiple von 0,19.
2015 Guidance of Local Corp
• Revenue between $82M and $86M
• Adjusted EBITDA between
$3M and $4M
Source: Company Overview - January 2015 (filed to the SEC few days ago)

My Hammer hat bei einer Marktkapitalisierung von 8,03 Millonen auf der Basis von 2015 ein Umsatzmultiple von 1,18
Die wichtigsten Finanzdaten auf einen Blick (in Mio)
2012 2013 2014 2015e
Umsatzerlöse      8,71      6,52      6,25      6,80          §
Bruttoergebnis     -0,59     -5,09     -1,10     -0,60§
Quelle: boersengefluester.de/myhammer-passt-ins-raster-leider/

"Income from settlement and patent licensing
During the third quarter of fiscal 2014, we reached a settlement agreement in the patent infringement action against Fry’s Electronics, Inc. As part of the settlement agreement, we received a one-time patent license fee payment of $700,000 related to prior infringement of our patent."

We have identified hundreds of websites and applications that we believe infringe upon this patent and believe there are likely thousands more. We have set a clear course to begin the process of licensing this patent and expect to continue to report the results of these monetization efforts with greater frequency. Overall, we currently believe that a conservative estimate of potential future licensing fees that could be generated from this one patent is $100 million.

Quelle: Letztes 10Q-Filing von Local Corp

Andrew D’Silva - Merriman Capital  First, regarding the fraudulent traffic, are the lost sales opportunities you’re experiencing recoupable, back to 100% where you were, and network traffic back in the first and second quarter of this year? And do you feel like the anti-traffic provisions that you have in place are all you need at this time?

Fred Thiel - Chairman & CEO
Great question. One of the reasons for Integrity is to filter traffic that we deem as fraudulent, but it’s also to maximize the quality of the traffic for the advertiser. So if we were to just go back to the prior advertisers that we had, and run Integrity on their traffic, we wouldn’t end up back at the same levels that we had before, because a certain portion of that traffic might be fraudulent.

We throttled back our traffic purposely in Q3 to make sure that we were giving our advertisers the best experience. That being said, having just been at Ad Tech and spent lots of time in front of partners and customers, we are very confident that there is great demand both on the advertiser side and on the publisher side to come onboard with Integrity and get started.

And we feel that Integrity has the opportunity to allow us to expose our advertisers to a wider base of publishers, and net-net, down the road, yet the business could come back to its prior volumes, possibly. But it will be with a different set of publishers. So I think we as a team are all very optimistic with the opportunities, and both advertisers and publishers are looking very favorably on the Integrity product.

Quelle: Read the complete transcript of Conference Call from Q3/2014 direct at Seeking Alpha