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Local.com aussichtsreich

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Local.com aussichtsreich Libuda
Libuda:

Nachdem uns der CEO abgezockt hat,

 
22.03.15 15:48
wir er jetzt hoffentlich auch einmal liefern:

" We believe we have the opportunity for strong monetization or improvement patents." I am sure, that CEO Thiel on Conference Call (Source: Transcript on Seeking Alpha) will now more hurry after the robbery of the shareholders.


"Now I’d like to update you about our licensing strategy. In September, the lawsuit against Fry’s Electronics regarding the infringement of Local’s U.S. patent 7062453, otherwise known as the 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.

We are pleased with the settlement and are continuing our efforts to enforce our intellectual property rights .

Zitatequellen: Mitschrift des letzten Conference Call auf Seeking Alpha

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Local.com aussichtsreich Libuda
Libuda:

Heftigere Divergenzen gehen kaum noch

 
22.03.15 21:20
Compare with competitor

For the full year of 2015, net revenue of Yelp is expected to be in the range of $538 million to $543 million, market-cap of Friday was 3.35 billion. That are 6.2-times-revenues.

Revenue of Local Corp is expected to be in the range of $82 million to $86 million. Adjusted EBITDA is expected to be in the range of $3 million to $4 million, market-cap of Friday was 10.25 million. That are 0.12-times-revenues.

Quelle für die Zahlen: financeyahoo.com
Local.com aussichtsreich Libuda
Libuda:

Never better positioned in the history

 
23.03.15 07:23
Local Corp was never better positioned in the history: Transforming our business and entering rapidly growing digital ad markets by leveraging our premium audience:

OLD BUSINESS MODEL:
- Opportunistic short term focus
- High revenue concentration risk
- Limited innovation
- Focus on complex SMB market

NEW BUSINESS MODEL:
- Long term value creation; bottom-line driven
- Diverse revenue streams
- Rapid lean production interation and innovation
- Differentiated value propositions
- Shift to enterprise advertisers

Source: Company Overview January -2015 (from the Website of Local Corp - SEC-Filings)
Local.com aussichtsreich Libuda
Libuda:

Gerade einfach macht es uns der Mr. Thiel

 
23.03.15 23:53
nicht, denn die Finanzierung halte ich schon für ein Ausräubern der Aktionäre - aber trotz alledem ist der Aktienkurs meines Erachtens absurd niedrig:

I hope, that will happen and was not part of the robbery of Mr. Thiel

Looking forward, our next milestones include continuing to expand subscriber and mobile search volume with our existing career partners, adding new career partners in existing markets and entering new markets in Asia Pacific, Europe, Middle East and Africa through strategic relationships.

Achieving material volume with our programmatic strategy and leveraging our high quality first party search intent audience and data and continuing to execute and expand our O&O content strategy.

The benefits of our investment and innovation in 2014 are coming to fruition. We remain very focused on continuing to innovate, as we increased the rate of change inside Local and advance our position in our chosen marketplaces.

We are excited about what we're doing and what lies ahead. Our team is energized, motivated and focused on creating assets of value for our shareholders.

Source: Transcript of the Conference Call on Seeking Alpha less than a month ago

Local.com aussichtsreich Libuda
Libuda:

Aber geht einmal auf

 
24.03.15 00:02
ir.local.com/phoenix.zhtml?c=181515&p=irol-irhome

und klickt dort auf "Local Corp Presentation, da wird auch eine Darstellung vom March 2015 vom Feinsten präsentiert.

Ungestraft von der SEC sollte so etwas nicht möglich sein oder doch?
Local.com aussichtsreich Libuda
Libuda:

Audience

 
24.03.15 08:37
200 million consumers annually

LOCM Company Overview | March 2015
Local.com aussichtsreich Libuda
Libuda:

Reach and Audience

 
24.03.15 20:38
Reach: 30 billion impressions annually

Audience: 200 million consumers annually

LOCM Company Overview | March 2015

Local.com aussichtsreich Libuda
Libuda:

Four Drivers of Growth

 
24.03.15 22:43
- Focused on driving profitable growth and asset value

- Owner of large scale premium commercial intent audience

- Moving into rapidly growing programmatic market

- Building large captive mobile phone user base

LOCM Company Overview | March 2015
Local.com aussichtsreich Libuda
Libuda:

So ist es zumindest peplant

 
25.03.15 12:53
und ich sehe dafür auch gute Chancen:

Base business (Owned&Operated and Network) provides foundation for programmatic and mobile growth accelerators (Programmatic and nQuery)

LOCM Company Overview | March 2015

And will after my estimates increase revenues and EBITDA
Local.com aussichtsreich Libuda
Libuda:

Letztendlich werden jetzt sowohl

 
25.03.15 16:17
kurz-, mittel- und langfristig die Zahlen entscheidend sein.

Die momentane Marktbewertung preist jedenfalls die kurz- und mittelfristigen Vorhersagen des vor ca. 4 Wochen gegebenen Guidance meines Erachtens nicht ein und geht von sehr viel schlechteren Zahlen aus.
Local.com aussichtsreich Libuda
Libuda:

Adjusted Ebitda

 
25.03.15 17:47
Description
FY-09
FY-10
FY-11
FY-12
FY-13
FY-14
FY-15*
Adjusted EBITDA
$3,041
$13,775
$3,247
$777
$4,533
$2,363
$3,500
Local.com aussichtsreich Libuda
Libuda:

Selbst wenn dieser letzte Guidance

 
25.03.15 18:40
aus dem Q4/2014-Report um 20% reduziert werden müsste, wovon ich nicht ausgehe, ist eine Marktkapitalisierung von nur 10 Millionen ein Witz:

2015 Financial Guidance

Financial guidance for 2015 remains consistent with that provided on Jan. 12, 2015. Revenue is expected to be in the range of $82 million to $86 million. Adjusted EBITDA is expected to be in the range of $3 million to $4 Million.
Local.com aussichtsreich Libuda
Libuda:

Und das um so mehr, wenn das noch

 
26.03.15 08:27
gilt, was der CFO vor ca. vier Wochen vom Stapel lies:

"Our 2015 annual revenue guidance at the mid point represents a significant growth when compared to our Q4 exit run rate We believe we have the right products, infrastructure and vision to get there. And we look forward to sharing our progress on future calls."

CFO Ken Cragun: Improved adjusted EBITDA profitability

"Turning our focus to 2015, with many of our key initiatives underway, we expect to return to revenue growth. Additionally, today we announced that we rightsized the organization to focus on these key initiatives.

We expect these actions, among other cost reductions, to yield approximately $2.6 million in annual cost savings, which will improve our adjusted EBITDA profitability. "

Source: Read the complete transcript of the Conference Call direct at Seeking Alpha  
Local.com aussichtsreich Libuda
Libuda:

zu 8312/13

 
26.03.15 11:20
84 Million revenue in 2015 + 1-times-revenues + 56 Million share = $1.50/share

We have five new owner from Wolverine-Group and every owner has convertible bonds, which can changed in 6.39 million shares = together 32 million shares and additional 0.6 million shares from the change of the convertible bonds of the management = 32.6 million new share. Together with the existing 23.4 million shares would exist now 56 Million shares, if the convertible bonds would be changed in shares.

I am not happy about this solution and criminal robbery of the shareholders and I believe, that there had exist better alternatives and the chosen alternative was a criminal robbery of the shareholders through the management. But on the other side is this solutions not a reason for the idiotic low market-cap of only 9 million yesterday. And positive is, that by change of the loan for shares the debt were reduced and Local Corp get additional working-capital of 3 million.

Financial guidance for 2015 remains consistent with that provided on Jan. 12, 2015. Revenue is expected to be in the range of $82 million to $86 million. Adjusted EBITDA is expected to be in the range of $3 million to $4 Million
Local.com aussichtsreich Libuda
Libuda:

Informationsquellen zum letzten Posting

 
26.03.15 11:26
Die Daten zur Wolverine.Gruppe konnte ihr dem obersten Filing SC13G vom 19.3.2015 entnehmen:

ir.local.com/phoenix.zhtml?c=181515&p=irol-sec
Local.com aussichtsreich Libuda
Libuda:

Big Reach and Audience

 
27.03.15 10:28
Reach: 30 billion impressions annually

Audience:: 200 million consumers annually

LOCM Company Overview | March 2015
Local.com aussichtsreich Libuda
Libuda:

Allersdings müssen die beiden neuesten

 
27.03.15 21:24
Ströme, das noch durch Umsatzzahlen untermauern.

The diverse revenue streams of Local Corp

NEW: Differentation between five sectors - not only Owned & Operated and Network like in the past

Programmatic Media Buying (NEWEST)
• achieved two major operational milestones
• The company built a proprietary cross-platform data tracking tool
• and completed the infrastructure platform to initiate real-time bidding, audience extension and search retargeting on behalf of advertisers to leverage valuable first party search intent data across all the company’s platforms.

Source: Report about Q4/15

Local Flagship

• Rich, relevant local content

• 500M annual searches

• Growing mobile segments in local jobs,
coupons and apartment rentals

• Most popular segments
Home services
Medical
Legal
Restaurant

Corporate Overview – Q4 2014

Publisher Partner Network

• Hundreds of publisher partner sites

• 25 million search queries per day*

• Traffic scored through nTegrity TM to ensure it is a valid impression

*as of November 2014

Source: Company Overview Q4-2014

nPress by local

White labeld hosted directory

• Rich, relevant local content

• 100% organic audience

• Traffic across all 50 states

• 50% mobile traffic and growing

• Categories & performance similar to Local Corp's flagship

Corporate Overview – Q4 2014

nQuery by local in Corperated Overview Q4-2014

White labeled hosted search

• 26 million mobile subscribers activated

• 10 million US smartphone searches per month

• Launching top 5 mobile carrier in South America
~200million+ searches per month

• Biz Dev conversations openwith several global carriers & MVNOs

• Several languages:
English
Spanish
Portuguese
Chinese

Source: Company Overview Q4-2014
Local.com aussichtsreich p.huettl
p.huettl:

Seitenlinie

 
28.03.15 08:55
Ich halte diesen Ausblick für viel zu optimistisch. (Wie so oft bei local in den letzten Jahren). Gemäß compete.com gab es im Januar und Februar zusammen nur knapp 11 Millionen monthly Unique Visitors. Hochgerechnet auf das Gesamtjahr kommt man somit nicht annähernd auf 200 Millionen "consumers annually". Rund 80-90 Millionen dürften realistischer sein und dann nochmal von mir aus 30-40 Millionen über mobile. Wobei ich auch hier noch nicht solche Zahlen glaube, bevor sie eingetreten sind.

Somit halte ich es für sehr gefährlich bzw. ambitioniert (für die, die zocken wollen), die 200 Millionen consumers annually aus der LOCM-Präsentation als Investitionsgrundlage anzusehen.

Deshalb ist es sehr ratsam, von der Seitenlinie zu beobachten, wie sich das Geschäftsmodell und die Finanzzahlen von Local entwickeln. Ich mache das zumindest so mit meinen "Restshares" von denen ich momentan vermute, daß sie nur noch als Verlustbringer zur Reduzierung der Steuerlast dienen. Ich lasse mich aber gerne von Local auch zur Abwechslung mal positiv überraschen. Leider ist das noch nicht passiert.  
Local.com aussichtsreich Libuda
Libuda:

Aus dem 10-K-Filing von gestern abend

 
28.03.15 09:43
das an die SEC geht:

Business Overview (Source: 10 K)

We are a leading technology and advertising company that provides our search results to consumers who are searching online for local businesses, products and services. Our search results consist primarily of local business listings that we aggregate, index, normalize and syndicate using our sophisticated technology platforms. We provide our search results through our flagship website and through other proprietary websites (“Owned and Operated” or “O&O”) and to a network of approximately 1,000 other websites that rely on our search syndication services to provide local search results to their own users (“Network”). We generate revenue from a variety of ad units we place alongside our search results, which include pay-per-click, pay-per-call, and display (banner) ad units, including video.

Our principal products include our Local website, which reaches approximately 20 million monthly unique visitors (“MUVs”) each month, and our search syndication services, which provide either hosted business or product directories as well as display and ad fee solutions to a network of partner websites, which reach approximately 5 million MUVs.
Local.com aussichtsreich Libuda
Libuda:

Das 10-K-Filing findet Ihr, wenn Ihr auf

 
28.03.15 09:46
die nachstehende Adresse geht und dort das momentan oberste Filing (10-K vom 27.3.2015) wählt.

ir.local.com/phoenix.zhtml?c=181515&p=irol-sec
Local.com aussichtsreich Libuda
Libuda:

Probleme durch Google#s Local-Update

 
28.03.15 09:57
namens Pigeon:

"We develop and deploy new products, technologies and services across our business in order to enhance the experience of our users, and the value to our partners and our advertisers. Two important performance indicators for our business are our reach to consumers, and the rate at which we monetize that
reach using ads. We have had great success in growing our reach, ending 2013 at or near records of mobile search traffic. However, during 2014 we experienced monetization declines due to both declines in revenue per click from our largest ad partner and due to ad policy changes from our largest source of traffic."


Das 10-K-Filing findet Ihr, wenn Ihr auf die nachstehende Adresse geht und dort das momentan oberste Filing (10-K vom 27.3.2015) wählt:

ir.local.com/phoenix.zhtml?c=181515&p=irol-sec

Local.com aussichtsreich Libuda
Libuda:

Schon etwas merkwürdig

 
28.03.15 15:03
Criminal mangement of Local Corp had hidden the 14. patent, issued on March 3, 2015, to manipulate and dump the strike price of the criminal and not necessary horribly expensive and dilutive financing over convertible debts - I will report about this criminal activities to the SEC.

Im 10-K wird nämlich ausgeführt:

"• Search Engine and Indexing Techniques, which was issued on March 3, 2015, and the expiration date of which as determined based on patent term adjustment as calculated by the USPTO is January 10, 2025."

Die Standardantwort der SEC ist auch schon eingetroffen.


Heute 14:12 Uhr
Von: Help
An: ………….
Kopie:


ear ,

Thank you for submitting your online contact to the Securities and Exchange Commission's Office of Investor Education and Advocacy. A representative of the Office of Investor Education and Advocacy will respond to you shortly.

In order to ensure that you receive your subscription e-mails and announcements from the SEC, please add us to your contact list, adjust your spam settings, or follow the instructions from your e-mail provider on how to prevent our e-mails from being marked "Spam" or "Junk Mail."

Please do not reply to this message directly.

Thank you,
Office of Investor Education and Advocacy

Local.com aussichtsreich Libuda
Libuda:

Das völlig Verrrückte aus meiner Sicht ist,

 
28.03.15 18:45
dass Local Corp jetzt mit den neu hinzugekommenen 14 Patente hat, aber keine Monetarisierung über Verkäufe vorgenommen hat, denn dann wäre nach meiner Auffassung die gerade erfolgte sehr teure und erheblich verwässernde Finanzierung gar nicht notwendig gewesen. Und im nächsten Posting wird es noch verrückter werden - aber hier zunächst einmal die 14 Patente:

We have been issued fourteen patents by the United States Patent and Trademark Office:


• Methods and Systems for a Dynamic Networked Commerce Architecture which was issued on June 13, 2006, and the expiration date of which as
determined based on patent term adjustment as calculated by the U.S. Patent and Trademark Office (“USPTO”) is February 26, 2023;

• Methods and Systems for Enhanced Directory Assistance Using Wireless Messaging Protocols which was issued on April 3, 2007, and the expiration
date of which as determined based on patent term adjustment as calculated by the USPTO is May 25, 2024;

• Methods and Apparatus of Indexing Web Pages of a Web Site for Geographical Searching Based on User Location which was issued on June 12, 2007,
the expiration date of which as determined based on patent term adjustment as calculated by the USPTO is May 3, 2025;

• Methods and Systems for Enhanced Directory Assistance Services in a Telecommunications Network, which was issued on September 29, 2009, and the
expiration date of which as determined based on patent term adjustment as calculated by the USPTO is January 3, 2026;

• Methods and Systems for Enhanced Directory Assistance Using Wireless Messaging Protocols, which was issued on May 11, 2010, and the expiration

date of which as determined based on patent term adjustment as calculated by the USPTO is July 30, 2023;

• Methods and Apparatus Providing Local Search Engine, which was issued on October 26, 2010, and the expiration date of which as determined based
on patent term adjustment as calculated by the USPTO is January 25, 2026;

• System and Method for Generating a Search Query Using a Category Menu, which was issued on February 15, 2011, and the expiration date of which
as determined based on patent term adjustment as calculated by the USPTO is December 4, 2023; Less

. .

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• System for Providing Localized Shopping Information, which was issued on October 4, 2011, and the expiration date of which as determined based on
a patent term adjustment as calculated by the USPTO is June 11, 2027;

• Search Engine and Indexing Techniques, which was issued on May 8, 2012, and the expiration date of which as determined based on a patent term
adjustment as calculated by the USPTO is September 22, 2030;

• Enhanced Directory Assistance Services in a Telecommunications Network, which was issued on November 6, 2012, and the expiration date of which
as determined based on a patent term adjustment as calculated by the USPTO is July 8, 2023;

• System and Method for Bulk Web Domain Generation and Management, which was issued on November 13, 2012, and the expiration date of which as
determined based on a patent term adjustment as calculated by the USPTO is March 12, 2030; and

• Methods and Systems for Enhanced Directory Assistance Using Wireless Messaging Protocols, which was issued on January 22, 2013, and the
expiration date of which was determined based on a patent term adjustment as calculated by the USPTO is April 5, 2027.

• Methods and Systems in which semantically related keywords may be utilized to locate relevant fee generating advertisements in the event that no
advertisements are associated with the originally submitted keyword(s) in a search query, which was issued on May 13, 2014, and the expiration date of
which was determined based on patent term adjustment calculated by the USPTO is August 11, 2030.

• Search Engine and Indexing Techniques, which was issued on March 3, 2015, and the expiration date of which as determined based on patent term
adjustment as calculated by the USPTO is January 10, 2025.

Das 10-K-Filing findet Ihr, wenn Ihr auf die nachstehende Adresse geht und dort das momentan oberste Filing (10-K vom 27.3.2015) wählt:

ir.local.com/phoenix.zhtml?c=181515&p=irol-sec


Local.com aussichtsreich Libuda
Libuda:

Der im letzten Posting angekündgte Hammer

 
28.03.15 19:59
ist aber, dass in diesem Agreement über die Convertible Bonds laut 10 K folgender Satz enthalten ist:

"This agreement obligates us to sell our patent portfolio by December 31, 2015."

Das 10-K-Filing findet Ihr, wenn Ihr auf die nachstehende Adresse geht und dort das momentan oberste Filing (10-K vom 27.3.2015) wählt:

ir.local.com/phoenix.zhtml?c=181515&p=irol-sec


Und das unterstreicht den Sinn meiner Frage noch mehr: Warum haben sie nicht vor der neuen Finanzierung die Patente verkauft, denn dann hatten sie vermutlich die Finanzierung gar nicht gebraucht.
Local.com aussichtsreich Libuda
Libuda:

Für mich drängt sich hier die Frage auf:

 
28.03.15 20:05
ist der CFO Cragun zu blöd, auf dem falschen Fuß erwischt worden (z.B. dass er plötzlich auch noch eine neue Bank für den Kontokorrentkredit zur Forderungsfinanzierung suchen musste, obwohl er fest von einer Verlängerung mit der Square-Bank ausging) oder sollten gegen Vorteile, die wir nicht kennen, dem neuen Kreditgeber Vorteile zugeschanzt werden?

Die 250.000 Dollar, die das Management beim Kredit mitfinanziert hat, sind mach meiner Einschätzung zu gering, um daraus Motivationslagen abzuleiten.

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