1) The comparisons you have chosen are interesting. Clearly we (Mitula) are an aggregator and our customers are the portals / general classifieds sites. Therefore, we are similar to kayak in travel, indeed in jobs, etc ...
However given there are not a lot of them listed and therefore not a lot of them as direct comparisons, you probably have to look a little wider.
You could use the portals as a comparison - they are online, they do have strong growth, and some have exposure to international markets however they operate (in general) subscription models which is different to the Mitula Group.
Expedia may make sense as a comparable it monetises its business differently. I cant comment on Grubhub or Verisign however Soufun is basically a portal so see comments above.
Analyst reports should help - the Baillieu Holst guys are covering the stock.
2) Rough split was roughly 75% to insto's.
3) The presentations were very well received and we could have filled the insto's demand many times over.
