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LOK, LOOKSMART LIMITED
quiktrade_1
post Posted: May 6 2006, 07:45 AM
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In reply to: LookingConfident on Friday 05/05/06 08:46pm

Ross, errr LC,

You sure do have the record for being long winded.. Hard to believe someone can have so much to say about LOOK but then again most of your posts are about LOOK's competitors..

LOOK was red last night and dropped 14% on high volume of ~800K. That would have been 4,000,000 in the pre reverse split days...

Still want to discount my reversal call at $5.75?

Hills has to go IMHO.

Quik. graduated.gif

 
LookingConfident
post Posted: May 5 2006, 08:46 PM
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QUOTE (quiktrade_1 @ Friday 05/05/06 12:53pm)

Hi Quiktrade_1 ......

< Should be a red day for LOOK tomorrow >

I'm not sure what you have based this on. Looksmart's Q1 report, perhaps? I suppose, on the surface, it would be a fair "guess" when breezing through the numbers .....

I broke it down to some pretty 'raw' (basic) thoughts. Looksmart have told us that unique visitors to their sites, have grown from 9M up to, a now 12M, (an increase of 33%) and that this figure of visitors have produced $10.5M in revenues.

So, Under a (3 months) 'period' mean average, and by applying a rough 'rule of thumb', 10M 'visitors' will give you $10M in revenues/quarter.

So, the obvious solution to increase revenues, (we'd agree), is to increase your 'visitors'. Now, within the Looksmart CC today, the CEO (twice) mentioned a ..... "new partner in Rupert Murdoch's FOX TV Stations", is what he said. As yet (& in my previous post I mentioned) it is not known, as to the extend of this remarkable 'deal'.

And I say remarkable, but not unexpected. For many months now I have told of a possible NWS "hook-up" and as late as your own post today, you, and many others have laughed at, the very thought of a "Rupert Buy-in". It's all a "step at a time" and today's matter of fact dropping the news of a partnership is typical of the manner CEO Dave Hills has introduced 'other' Top Tier publisher/media Co partners, in The NY Times, Viacom's CBS Local TV Sites and IACI's Ask.com. Dave Hills has often talked of long term shareholder value and isn't "blowing his trumpet" to cause any short term share price 'spikes', so to speak.

But, how many 'visitors' (I wonder) does FOX TV's 35 television stations get us up to, in due course? And if my 'hunch' is correct and NWS do happen to 'buy a controlling stake' in Looksmart, well the sky is the limit!!

Rather then say, why should they, let me put it to you, why wouldn't they? If you have any though of a possible content consortium being put together, I'd suggest to you that NWS would be silly not to want (to enjoy) a 'lion share' return of revenues generated.

I figured that no matter what it would cost for them to get 60% (that's all that would be required) of Looksmart, LOOK's shareprice value, would jump alarmingly, on any such announcement. Why? NWS now have over 75M "unique visitors", per month! So it's now fair so say, upwards of 100M 'users' could potentially be utilising Looksmart search, one way or, the other. (On my above 'rough' equation, that $100M in Q Revs, for Looksmart).
So, that 60% buy-in cost, that doubles the Market CAP in the 1st instance, provides "cash" for Looksmart to make a strategic purchase or, two and in reality, whatever they pay to get "in" they (in reality) would immediately "own" 60% of it, anyway!! (Look's new Market CAP).

I was asked to comment (a few days back), when a poster advised of an .........

< Interesting article in the NY Times the other day in regards to NWS's battle to commercialize Myspace.com considering it gets the second highest amount of page views in the world and NWS’s general battle to drive good margins from the web. >

It was suggested that ........< Making Friends Was Easy. Big Profit Is Tougher - >

I had already suggested to Bambi, that ...(within a Content Consortium) "Most (or,a lot) who frequent these “social” sites, (myspace.com, etc) also study full time. They “can” then get the opportunity to mix some leisure with pleasure and still get to prepare a report (or, an assignment), at the same time, they are "interacting". And that Looksmart have, both the expertise and “tools” to ensure a long lasting success of any “venture” of this type and a Licensed Furl on each publisher/media Co’s individual site, then allows “users” to “save & share” what is relevant to that site’s own (age) “group culture” and at the same time they then get to “share” their ‘finds’, with users on both myspace.com & other newspaper/magazine sites, all over the world".

And, I then went on to answer some of the 'general' advantages for a NWS 'involvement', (when he said: < The point is the margin not the method >), as follows: (some of this is repetitive, sorry)

My point has been all along, if NWS were to buy "into" Looksmart they would then get it from both "ends". A 60% invested "controlling stake" will see their initial investment amount "double" in value when the market get to hear of it, for starters!

But whatever that 60% "cost" them, they effectively now "own" 60% of the 'new' Market Cap that is bestowed on LOOK. So, how much does it "really" cost to make such a move? Think about it???? They then "own" 60% of all future profit generated by their (new) interest, in Looksmart.

Their investment also allows Looksmart to make some strategic aquisitions to compliment the overall stratergy (eg; INCX's Local.com for starters) and also gives Looksmart some 'breathing space', to add manpower expertise to their effort. Not only the likes of myspace.com get to initially help generate (a minimum) 78% Adsense revenues from Looksmart's Vertical result's pages, we are now on display to millions of additional users daily, through ALL of (NWS's) publications, (right down to their, well over 100, 'free' local papers here in OZ).

All Local newspaper (here) can now have their "own" (and now more meaningful) sites (localised) to 'fit' each publication's specific "local" conditions. Interaction between a local publication and it's own website then "comes alive" all of a sudden and Google is encouraged to "top up" (locally), any web page (Looksmart's) results that haven't already been filled by NWS's own (existing), those print division advertisers who can all be initially levied with a % "top-up" marginal fee, (over their print cost) for an automatic high ranking ('cocked up') appearance in Local search results, conducted within the websites (say max 30km radius, only), of an area's Local paper. All print division advertisors would also pay a minimum (introductory) "click through" fee (of say, .15cpc ?) with a minimum monthly spend, of say, $15.00 per advertiser. Can't they afford that? Of course they can!! And again, with simple & easy "interactions" between the print copy advertisers, (eg: announce randomly, on any given, run of the free "local" paper page, hidden with an article or, an advertisement (?) even, (maybe ?), that there are $50.00 cash prizes "hidden" in/on their Local.com websites. 1st to 'claim', wins the prizes each week!! One payout only, per advertiser. They then gauge the number of cash prize claiments back to them, (the total number of actual phone ins), as to the success of these type promotions!! (They will then report the winner to the paper, that then does a "head & shoulder" photo of all weekly winners, etc, as part of the promo's ....

I could go on and on ...... but I won't !! Don't even dare to ask me how "Local" schools all over the world can also become involved (with easy promotions "involving" participation incentive contributions, to a school's annual fund raising targets), by the setting of suitable homework projects or, centered around search results, again with article's content provided within Looksmart's Vertical's!!!!

And you are worried about 'skinny' margins? I'll show you a 100% increase on current margins, if you care to have a good LOOK at where it's all going to come from. It's all "fat" contained within NWS's "existing" Ads customers, on a local level. Yes, at the 'coal face'.

Their $$$$'s are the same, aren't they??!!!

Cheers !!

smile.gif
LC

Quiktrade_1 .... Does it matter if it is RED or, GREEN tonight, in the real context of time? But I think it will be GREEN.

pps: Do I get the L-O-N-G-E-S-T post award???

 
LookingConfident
post Posted: May 5 2006, 01:44 PM
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QUOTE (quiktrade_1 @ Friday 05/05/06 07:50am)

< Then again they could do a capital raising or get Rupert to buy in.. Regards Quik. lmaosmiley.gif >

Yes, LOL !! Better still, we could (initially) get Rupert, to partner us, couldn't we?

When smuggler asked me, over on HC (the following), I then replied:

< Ross...you have said ad nauseum..NEWS is coming!? >

Yes, barry .... NWS comes in all different "shapes & forms" ......Did I just write NWS? (That's Newscorp, isn't it?)

ANYHOW ........ A great post, from elsewhere ......

Recommend this Post Ignore this User | Report Abuse
Re: Huge Good news for LOOK, UP we go!
by: sickosmeggler
Long-Term Sentiment: Hold 05/04/06 11:08 pm
Msg: 158417 of 158417

< And another post on Looksmart on Bambi's blog, too!!!! >

Well, it was there when I checked a few minutes ago ... Anyhow, I copied it, for here ....

"It's become even more interesting (particularly in view of those thoughts expressed in those last two paragraphs of my above post) in that, during Looksmart's CONFERANCE CALL after the close of market, 05/04/2006, Looksmart's CEO Dave Hills mentioned (twice) of Fox TV Stations becoming a partner of Looksmart. Will it be the same arrangements that the CBS TV sites already have with Looksmart? Both Furl & porn free, Search results"? (eg: Check bottom of both these Links below)

http://search.cbs4.com/?__LOGIC=1212&HOSTN...chString=tomato

And a "FindArticles on Tomato" search? (The "humble" Tomato?? LOL !!)

http://search.cbs4.com/?__LOGIC=1212&HOSTN...icles+on+tomato

Yes .... It all becomes more interesting, each day that goes by.

Posted as a reply to: Msg 158416 by sickosmeggler

http://finance.messages.yahoo.com/bbs?.mm=...9351&mid=158417

smile.gif
LC

ps; And the "thoughts" within the last two paragraphs??

And Bambi, back to your question within your article:

"My question was how can advertisers get in front of this crowd, and would it marginalize the general search engines?"

"How can this generation -- with such high lofty expectations -- get sufficiently personalized answers from a general search engine?"

Most (or, a lot) who frequent these “social” sites, (myspace.com, etc) also study full time. They “can” get the opportunity to mix some leisure & pleasure and get to prepare a report (or, an assignment), at the same time, that they are "interacting". Just a thought!

Bambi …. Guess what?

Looksmart have, both the expertise and “tools” to ensure a long lasting success of any “venture” of this type and a Licensed Furl on each publisher/media Co’s individual site, then allows “users” to “save & share” what is relevant to that site’s own “group culture” and at the same time, they “share” their ‘finds’, with users all over the world.

Oh Yeah !!!

 
quiktrade_1
post Posted: May 5 2006, 12:53 PM
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Posts: 351


In reply to: LookingConfident on Friday 05/05/06 10:15am

Looks like you got them LC..

Looks like you could buy another 25 as well...

Should be a red day for LOOK tomorrow.

Quik. biggrin.gif

 
LookingConfident
post Posted: May 5 2006, 10:15 AM
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In reply to: filament on Friday 05/05/06 10:12am

< You may well get some more shares for $6.50. >

Thanks for that ..... I HOPE SO TOO!!

As they will cost more than that on monday, is my opinion.

Best of luck!

smile.gif
LC

 
filament
post Posted: May 5 2006, 10:12 AM
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The loss contained in the report tells me that they are unable to create a high enough margin on their products.

For a company this is bad news.

The cash is better off elsewhere where it can be multiplied rather than whittled away.

You may well get some more shares for $6.50.



--------------------
<p align="center"><b><font size="2
" color#0000FF" face="Verdana, Arial, Helvetica, sans-serif">What lies behind us and what lies before us are
small matters compared to what lies within us.
- Ralph Waldo Emerson </font></b><br>
 

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LookingConfident
post Posted: May 5 2006, 10:07 AM
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In reply to: filament on Friday 05/05/06 09:56am

Are you serious? Or, is this just an idle comment? You may not have been reading this thread in it's full context, possibly? LOK has risen by 62.5% in the past 4 months or, so ......?????

smile.gif
LC

 
filament
post Posted: May 5 2006, 09:56 AM
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LOK would be better closing down and using the cash to invest in a couple of gold mining compaies and create value for the shareholders.

A name change to LookGold and the SP would be up and away !

Unfortunately for the shareholders this won't happen.





--------------------
<p align="center"><b><font size="2
" color#0000FF" face="Verdana, Arial, Helvetica, sans-serif">What lies behind us and what lies before us are
small matters compared to what lies within us.
- Ralph Waldo Emerson </font></b><br>
 
LookingConfident
post Posted: May 5 2006, 09:27 AM
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QUOTE (leppard @ Friday 05/05/06 08:40am)

< then post split $US4.00, 5.00, 6.00 and now 5.26 >

LOOK's shareprice value hasn't "HIT" $6.00pps, post split.

Congratulations on your predictions! Did you make much from them, on LOK? What you have done, is help people perhaps buy-in, at a lower price and I (for one) am ever grateful to you for doing so.

< You paint such a rosy picture but the road ahead (to profits) is still long and hard >

Hopefully, I can get some more this morning @ $6.50c and incidentally, the shares are equal in all sense, with LOOK in the US and can be transferred accordingly, Looksmart have pointed out.

Bye for now.

smile.gif
LC

 
leppard
post Posted: May 5 2006, 08:40 AM
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QUOTE (LookingConfident @ Friday 05/05/06 08:43am)

You post its a 'steal' every day, you're bound to be right eventually.

It was a steal at $US2.40 (presplit), then at $1.70, 1.20, 1.00, 75c, 55c (you were right), then post split $US4.00, 5.00, 6.00 and now 5.26.

Please don't make me go through the history and pull out my predictions. Go through and look up the history on this thread. I think I called it down from $1.70 and said it was falling going to fall to book value and I think my last official post I said the technicals said it was going up, even though its not fundamentally sound.

Seriously, well done on being on this last rise. You're a braver man than me.

But for newbies there is not enough liquidity in the aussie market to buy (or sell) any quantity of shares that will make you a decent amount of money. They should pull the plug on the ASX listing. There is too much risk and too much slippage. You paint such a rosy picture but the road ahead (to profits) is still long and hard. Its just not the same as the old blue sky days, still looks very cloudy to me.

Best of luck and bye for now.

 
 


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