Local.com aussichtsreich

Fiscal 2014 Financial Guidance:

Revenue - The company expects 2014 revenue of between $103 million and $107 million, which at the mid-point, is an increase of 11 percent, over 2013 revenue.
 

Offensichtlich sind diese überaus soliden Fakten einigen nicht reißerisch genug - denn man will aus den eigenen Mitteln organisch wachsen, ohne die Kapitalmärkt anzuzapfen. Und zwar will man offensichtlich so viel investieren, dass der Cash Flow nicht negativ wirkt. Denn das Kerngeschäft produziert einen soliden positiven Cash Flow, den man für die Weiterentwicklung in den Bereichen einsetzen will, in den die Kosten (meist Entwicklungs- und Marketingkosten) die Erlöse noch übersteigen.  

aber das gab es auch (und die negativen Aspkete rechtfertigen sicher nicht, dass Local Corp mit dem 0,34-fachen Umsatz bewertet wird und der Competitor Yelm mit dem 51-fachen Wert, nämlich dem 17.4-fachen Umsatz):



Key Highlights of Local Corp
- Reached fourth quarter revenue of $26.8 million, a 30 percent increase from fourth quarter 2012

- Achieved positive cash flow for the fourth quarter

- Reduced GAAP net loss year-over-year by more than 50 percent

- Finished the fourth quarter with $1.4 million of Adjusted EBITDA*

- Four consecutive quarters of Adjusted EBITDA growth

- Fourth quarter mobile traffic was up 24 percent from the prior year period

- Fourth quarter network revenue was up 112 percent from the prior year period

- Reached fiscal year 2013 revenue of $94.4 million with Adjusted EBITDA of $4.5 million
 

Time Working for Local Corp - Excellent Positioned in The Markets of the Future

"Through Forrester Research the online to offline market opportunity is 5 times greater than everything sold online today. The market for web-influenced sales to the retail store is almost $690 billion. We believe the retailers we are in discussions, well they’re excited about this opportunity as they continue to look for new advertising strategies to drive more consumers into their retail stores and overcome growing competitive pressures from online-only retailers."
 

ich hier immer mal reinschaue....

Börsen boomen und hier ist absolut tote Hose....

Was wohl mit dem Kurs passiert wenn die Märkte mal korregieren...?

Bewundernswert Deine Geduld...die hoffentlich Deine Erwartungen irgendwann mal erfüllen wird.....

orientierter Investor. Und dazu kommt, dass ich mich dabei mit meinem Spieldepot auf Werte spezialisiert habe, die nach meinen Erkenntnissen massiv geshortet werden, ohne das das von der fundamentalen Seite her zu rechtfertigen  ist.

Das erfordert enormes Sitzfleisch und gute Nerven und das eingesetzte Geld darf man in absehbarer Zeit nicht benötigen. Mit ICGGroup habe ich damit schon sehr intensive Erfahrungen gesammelt, denn dort bin ich 2002 bei Kursen unter $4 rein und habe in veilen kleinen Partien nachgekauft. In den letzten Monaten bin ich hier nach und nach raus und halte momentan bei $20 nach ca. 15% meines Höchstbestandes.

Ähnliches erhoffe ich mir auch von Local Corp, das allerdings risikoreicher als ICG Group ist, aber dafür auch noch größere Vervielfachungschancen bietet. Dass der Wert im Vergleich zu den Peers um mindestens den Faktor 10 unterbewertet ist und absolut gesehen auch stark unterbewertet ist, habe ich ja versucht schon vielfältig aufzuzeigen. Wie bei ICGGroup verhindern nach meinen Erkenntnissen aber Shortseller noch den Anstieg und haben mir den Einstieg zu Superpreisen ermöglicht - insofern darf ich über die eigentlich gar nicht herziehen. Wie bei ICGGroup waren zunächst auch bei Local Corp fast keine Instiutionals da (bei beiden Werten am Tiefpunkt 5%), was gezielte Kursbeeinflussungen (härter formuliert --> Manipulationen) ermöglicht. Bei Local Corp beginnt aber jetzt ähnlich wie bei ICG Group, wo wir inzwischen seit Jahren über 80% liegen, ein Anstieg: Binnen Jahresfrist sind wir von 6% auf 21% gewandert - das ist schon sehr ordentlich.  

Dass ich große Bestände habe, habe ich nie verschwiegen, une zwar sind es seit gestern genau 100.000 Aktien oder ca. 0,43% der ausstehenden Aktien.

Sollche hohen Bestände will hiermit Lesern nicht empfehlen, sondern meine Positionen klarstellen, was auf den US-Boards die bashenden Shortseller und aus anderen Gründen dort agierende Manipulateure nicht tun.  

mit dem sich erheblich wuchern lassen dürfte:

Local Corp for RETAILERS: Increase visibility and reach more local shoppers
Promote your products across a vast network of high-quality, location-based publishers and partners.
Big Advantage of Krillion: Unlike other shopping search engines, Krillion was built with the multi-channel retailer in mind.

We work closely with national and regional retailers and are uniquely positioned to facilitate showrooming that drive in-store sales. We like to call that local showrooming. We’ve been investing heavily to expand the number of retail locations and product covered and have made terrific progress during the second half, tripling the number of retail locations to over 85,000 nationwide.
Engage more cross-channel shoppers wherever they research products online.
We work with you to integrate your product and location catalog into our dynamic database — including local store assortment — to help you deliver the most robust and accurate local shopping experience for connected consumers. Our patented technology, Krillion®, distributes product shopping information to your network of partners so you can reach the highest qualified and motivated shoppers the instant they are ready to buy.

Our local shopping data is growing daily!
• Over 2.1 Billion retail inventory products
• Over 120,000 national and regional retailer stores
• Over 23,000 leading consumer brands
• Over 4,000 consumer shopping categories

The Platform: Patented Local Shopping Technology
Krillion® delivers the most robust and accurate location-based product search data available. Our solutions provide dynamic, up-to-the minute information about where specific branded products are sold, and which retailers have them in stock.
• Increase store traffic: Direct buyers to local stores that have the products they’re looking for in stock.
• Drive more qualified sales: Capture online shoppers who are ready to buy with our real-time StockCheck™ technolo
 

28 Institutional Holders
5,003,520 Total Shares Held

Owner Name

Date

Shared Held

Change (Shares)

Change(%)

Value(in 1,000s)



GOLDMAN CAPITAL MANAGEMENT INC

09/30/2013

2,818,473

548,973

24.19

4,425



BARCLAYS GLOBAL INVESTORS UK HOLDINGS LTD

12/31/2013

833,690

833,690

New

1,309



VANGUARD GROUP INC

12/31/2013

568,905

100,011

21.33

893



JACOBS LEVY EQUITY MANAGEMENT, INC

12/31/2013

144,833

144,833

New

227



CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM

12/31/2013

89,800

0

0.00

141



GEODE CAPITAL MANAGEMENT, LLC

12/31/2013

78,225

(545)

(0.69)

123



BLACKROCK FUND ADVISORS

12/31/2013

72,922

3,050

4.37

114



KCG HOLDINGS, INC.

12/31/2013

66,736

44,673

202.48

105



BANK OF NEW YORK MELLON CORP

12/31/2013

58,383

(80)

(0.14)

92



NATIONAL ASSET MANAGEMENT, INC.

12/31/2013

53,000

0

0.00

83



NORTHERN TRUST CORP

12/31/2013

44,306

0

0.00

70



KNIGHT CAPITAL GROUP, INC.

06/30/2013

29,328

16,382

126.54

46



UBS AG

12/31/2013

25,334

8,584

51.25

40



SPARK INVESTMENT MANAGEMENT LLC

12/31/2013

25,200

(26,200)

(50.97)

40



ROTELLA CAPITAL MANAGEMENT, INC.

09/30/2013

16,306

(7,000)

(30.04)

26
 

Ownership Summary


Ownership Analysis

# of Holders

Shares



Total Shares Held:

28

5,003,520



New Positions:

7

1,014,754



Increased Positions:

14

1,737,066



Decreased Positions:

7

39,742



Holders With Activity:

21

1,776,808



Sold Out Positions:

3

5,917  

Seit mehr als vier Jahren wird Local Corp von Shortseller attackiert, die sich auf Lügen, Fälschungen und Manipulationen eines Criminal Crimes berufen, der sich um den Internetdienst The Street Sweeper scharren, hinter dem sich ausgewiesene Kriminellle verbergen.  

der in Deutschland wegen Steffi Grafs verschwundenen Millionen eine gewisse Berühmtheit erlangte:

http://www.welt.de/print-wams/article610302/...Steffis-Millionen.html  

- binnen eines halbes Jahres von mittleren einstelligen Prozentzahlen auf jetzt 22% - wird damit ein Shortsquezze wahrscheinlicher.  

Through Forrester Research the online to offline market opportunity is 5 times greater than everything sold online today

Time Working for Local Corp - Excellent Positioned in The Markets of the Future

"Through Forrester Research the online to offline market opportunity is 5 times greater than everything sold online today. The market for web-influenced sales to the retail store is almost $690 billion. We believe the retailers we are in discussions, well they’re excited about this opportunity as they continue to look for new advertising strategies to drive more consumers into their retail stores and overcome growing competitive pressures from online-only retailers."

Krillion's Patented Local Shopping Technology

Krillion® delivers the most robust and accurate location-based product search data available. Our solutions provide dynamic, up-to-the minute information about where specific branded products are sold, and which retailers have them in stock the instant shoppers are ready to buy.
Our patented Krillion® localization engine provides aggregated and structured local product shopping data to our business customers and channel partners. We pioneered local shopping search and are committed to the continuous growth of our dynamic platform that supports multi-channel retailers and brands looking to engage consumers wherever they research products and where to buy.
As a result, our patented data normalization platform offers the most comprehensive cleansing and distribution capabilities in the available today.
Krillion delivers the most robust and accurate location-based product search data available and this data always expanding:

- Over 2.1 Billion retail inventory products

- Over 120,000 national and regional retailer stores
 

ist aus meiner Sicht positiv, auch wenn diese knapp 4% der ausstehenden Aktien aus der Sicht von Barclays wegen der Größe eine Nahezu-Nonevent ist.

BARCLAYS GLOBAL INVESTORS UK HOLDINGS LTD

12/31/2013

833,690

833,690

New

1,309
 

Michael Sawtell: "Well I would say on the pay-per-call side, we’ve just taken like I said steps to preserve our right. And we’re going to consider our options and we’re going to consider them a little next couple of months and we’ll advise appropriately."

Andrew D’Silva - Merriman Capital:: "Got it. Okay. And then look the $2 million to $3 million is that still something we can expect in revenues this year and I remember Heath mentioned that on the last call?"

Ken Cragun: "Yes, we do have pay-per-call initiatives that are going right now and that is one of our top focuses is for 2014 is to expand revenue from new initiatives. And so we’ll definitely keep the pay-per-call revenue going and do expect growth in that. And I think your ballpark of $2 million to $3 million is probably a reasonable estimate at this time."

Source: Read the complete transcript from the last Conference Call direct on Seeeking Alpha
 

Michael Sawtell: "Well I would say on the pay-per-call side, we’ve just taken like I said steps to preserve our right. And we’re going to consider our options and we’re going to consider them a little next couple of months and we’ll advise appropriately."

Andrew D’Silva - Merriman Capital:: "Got it. Okay. And then look the $2 million to $3 million is that still something we can expect in revenues this year and I remember Heath mentioned that on the last call?"

Ken Cragun: "Yes, we do have pay-per-call initiatives that are going right now and that is one of our top focuses is for 2014 is to expand revenue from new initiatives. And so we’ll definitely keep the pay-per-call revenue going and do expect growth in that. And I think your ballpark of $2 million to $3 million is probably a reasonable estimate at this time."

Source: Read the complete transcript from the last Conference Call direct on Seeeking Alpha


Monetization is a big challenge in mobile, and we believe pay per call is a natural solution

We have five pay per call patents.
First one filed in 2002

CORPORATE OVERVIEW | 4Q2013

Reply Pay-Per-Call Ad Spending Projected to Reach $8.1 Billion by 2018

IRVINE, Calif.--(BUSINESS WIRE)--Nov. 21, 2013-- Local Corporation (NASDAQ:LOCM), a leading online local media company, today announced that it partnered with Borrell Associates on a forecast of the online pay-per-call advertising market.

The research, which was commissioned by Local Corporation and conducted by Borrell Associates, estimates that online pay-per-call ad spending will grow from $1.7 billion in 2013 to $8.1 billion by 2018. The forecast also estimates that use of pay-per-call advertising among U.S. businesses that market online is projected to more than double by 2018.

Local Corporation has been issued five patents related to pay-per-call advertising solutions, including U.S. patent number 8,359,049, which is directed to various aspects of mobile, pay-per-call directory assistance and advertising systems and/or methods.

"Industry experts are projecting that within five years, 80 percent of local searches will be done on a mobile device1. We believe the pay-per-call mobile lead generation ad model will be instrumental in monetizing these local consumers on mobile devices," said Heath Clarke, Local Corporation chairman and CEO.

"This new research validates the investments we've made in building our intellectual property portfolio over the past decade," added Clarke. "With five key patents in the mobile pay-per-call space, we feel we're uniquely positioned to generate royalty revenues from the growing pay-per-call market."
 

"Yes, we’ve several initiatives of mobile search. And we’re working actually with a couple of our very large partners to do so. So there is – we think there is a Greenfield of different [equal fare] of mobile to go ahead and distribute and we think that’s a big opportunity for us in 2014 and we plan on executing on that."

Source: Read the complete transcript of the last Conference Call direct on Seeking Alpha
 

Geld- und Briefkurse Handelsplatz  Geld-Stk.  Geld  Geld-Brief  Brief  Brief-Stk.  Spread   Zeit  
Tradegate  1.334  1,124 €     1,168 €  1.284  3,91%  08:20:33  
Stuttgart  3.000  1,126 €     1,168 €  3.000  3,73%  07:41:16  
Frankfurt  1.335  1,124 €     1,168 €  1.285  3,91%  07:24:35  
Berlin  1.334  1,124 €     1,168 €  1.284  3,91%  08:08:43  
München  2.500  1,105 €     1,185 €  2.500  7,24%  08:04:43  
Nasdaq  100  1,47 $     1,73 $  2.000  17,69%  
 

Geld- und Briefkurse Handelsplatz  Geld-Stk.  Geld  Geld-Brief  Brief  Brief-Stk.  Spread   Zeit  
Tradegate  1.333  1,125 €     1,169 €  1.283  3,91%  08:20:13  
Stuttgart  3.000  1,127 €     1,169 €  3.000  3,73%  07:41:12  
Frankfurt  1.334  1,125 €     1,169 €  1.284  3,91%  07:28:49  
Berlin  1.333  1,125 €     1,169 €  1.283  3,91%  08:08:42  
München  2.500  1,109 €     1,189 €  2.500  7,21%  08:04:43  
Nasdaq  100  1,47 $     1,73 $  2.000  17,69%  
 

So, we want that the business model for that is that we actually want to power 2000 Shopping Apps like Havvit and not just try and have our own Shopping App go vital and be successful

Andrew D’Silva - Merriman Capital: . And then are you seeing any computing shopping to aggregation apps or platform is hitting the market. And I think you – how do you feel you just kind of [indiscernible] in that marketplace right now within Krillion?

Michael Sawtell: Andrew, this is Mike. So, as far as the Havvit goes, we’re seeing some good adoption and we’re learning, we’re learning a lot from the data and the users and how they’re actually using the app and the type of data where it’s also – they’re accessing. So, we’re getting a lot of good data that way. What we think of the Havvit App is a showcase for the Krillion database okay the Krillion platform. So, we want that the business model for that is that we actually want to power 2000 Shopping Apps like Havvit and not just try and have our own Shopping App go vital and be successful.
So, we feel what we believe is a world-class Shopping App on the iOS7 platform and it’s a great display case for everything the clean database can do. In fact, the next version of Havvit is going to add that in-stock, out-stock availability feature. So, we think that’s something that not many people out there have at all. So, we’re trying to differentiate ourselves with the use of the data and Havvit displays that.
 

Yelp has 22-times-revenues - Local Corp 0.35-times-revenues

"As if Yelp wasn't already ridiculously overpriced, the company also keeps increasing the dilution for the shareholders. This comes from issuing new shares and paying many employees in stock options. In fact, issuing and selling stocks have become something like a business plan for the company, and perhaps its only hope of making a profit. In 2011, Yelp had 15.29 million outstanding shares which rose sharply to 54.15 million in 2012 and it rose further to 65.69 million in 2013. Currently, Yelp has 68.86 million outstanding shares, giving the company a market value of $5.51 billion (compared to the company's book value of $486 million). Currently, Yelp trades for 10 times its book value and 22 times its revenue."

Source: Read the complete text direct on Seeking Alpha
 

behind The Street Sweeper: Bis auf die "starken Hände" kauft momentan niemand - und da an dentschen Börsen meist nur nervöse Kleinzocker argieren, greifen hier das Bashing des kriminellen Crime behind The Street Sweeper noch besser als in den USA: Die Aktie ist an deutschen Börsen jetzt schon einige Tage umsatzlos, da sich mit dieser Aktie bei uns kaum fundamental Orientierte beschäftigen.  

die Aktie in ihrer Trading-Range zu halten, ist die Zahl der notwendigen Leervkäufe erheblich angestiegen.  

• Four consecutive quarters of revenue and Adjusted EBITDA growth

• Q4 revenue of $27M up 30 percent from prior year period

• Q4 Network revenue up 112 percent from the prior year period

• Q4 O&O revenue up 20 percent rom Q3 2013

Source: Last 8K-Report