Seen this one come back about 12-15% and my dissertations about the core value proposition of this stock remain true - it is a very clever (IMHO) idea to aggregate the online advertising flows to specialist destination websites and sell the adspace. In the old days (when I was young and we had things like CDs and Free to Air TV) weused to call this game 'magazine publishing' .... big difference then was that you used to have a viable business case when you had 15,000 readers for a magazine (remember Trucking Life?) and these guys are targeting websites which receive a couple of hundred thousand regular visitors a month.
More money going into online advertising and the advertisers want to hit EXACTLY the right people when they advertise. I think there is value here....
...but these are the ramblings of a lightly informed fool ... don't rey on me and do your own research.
ANH
ansearch limited
