DEMAND MEDIA INC DMD
January 12, 2016 - 1:01pm EST by
member
| 2016 | 2017 | ||||||
| Price: | 5.05 | EPS | 0 | 0 | |||
| Shares Out. (in M): | 20 | P/E | 0 | 0 | |||
| Market Cap (in $M): | 100 | P/FCF | 0 | 0 | |||
| Net Debt (in $M): | 0 | EBIT | 0 | 0 | |||
| TEV (in $M): | 0 | TEV/EBIT | 0 | 0 | |||
Description
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| # | AUTHOR DATE SUBJECT |
|---|---|
| 34 | |
https://finance.yahoo.com/news/leaf-group-acquired-graham-holdings-113000885.html
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| 33 | |
Demand Media has changed to Leaf Group (LEAF). The results have been POOR...as corporate governance. They are 13 months into a sale process.
Leaf has around .90 in cash or about 55% of the market cap... login to read the rest | |
| 32 | |
in September Cowen started coverage $14 target
Hunker has gone from start up to #4 in traffic for Home Decor (last 24 months) https://businessofhome.com/articles/behind-the-rapid-growth-of-decor-site-hunker
Leaf Group's traffic on media properties is over 50 million a month for Media... login to read the rest | |
| 31 | |
Redbubble/Leaf are still both around 1.3x sales....with 20-30%+ organic growth rates....ETSY 9.6x, and i guess soon to be FarFetch at 8-10x sales.....
Revenue 2018E = ~$600mm and GMV'18 = $1.4B (their take rate is 30-35%)
GS/JPMorgan taking | |
| 30 | |
Society6 just launched https://society6.com/furniture
Coffee Tables, Benches, Stools, Credenza's, Side Tables
Also added Wallpaper at and sells around $6 per foot. https://society6.com/wallpaper
Keys to Society6 busines model:
Product does not exist until a customer pays for the order. No inventory,... login to read the rest | |
| 29 | |
New name Leafgroup.com
new business: TechWalla and Sapling
bought back 3% of the company in 3Q16
2 new directors
Interesting piece: 60 Minutes Social Influencers:
http://www.cbsnews.com/news/60-minutes-kim-kardashian-logan-paul-social-media-influencers/ | |
| 28 | |
Does anyone have a good estimate of profitability for marketplaces and C&M? If DMD paid less than 10x EBITDA for Society6 in 2013 and the asset has grown and is more than 50% of revenue, | |
| 25 | |
Only Jefferies and B. Riley currently cover DMD...after earnings DMD will be presenting
at the following conferences
Oppenheimer Emerging Growth Conference
Date:
Tuesday, May 17, 2016
Location:
Sofitel Hotel, New York, NY
Hosting One-on-One Investor Meetings
Needham Emerging Technology Conference
Date:
Wednesday, May 18, 2016
Location:
Westin... login to read the rest | |
| 23 | |
I also have some of the same concerns surrounding 2016 estimates for FCF+, I think it is a bit of stretch to be honest. If history is any guide mgmt. will continue to burn cash... login to read the rest | |
| 20 | |
Thanks for the color Zach. Given that they have north of $150M in NOLs, has management made any assertions to you about trying to acquire profitable businesses that will unlock the value of the NOL?
We... login to read the rest | |
| 18 | |
I would consider the buyer of cracked more than anything else. We own ssp and this was let's say a bit pricey. But they are a broadcaster and are trying to redeploy capital to digital | |
| 17 | |
thanks for the comprehensive answers. If you are on board with the management team, I get the way you are thinking about it. One additional follow-up - why do you think they sold Cracked? trying... login to read the rest | |
| 16 | |
https://www.demandmedia.com/wp-content/themes/demand2013/factsheets/society6_factsheet.pdf
https://www.demandmedia.com/wp-content/themes/demand2013/factsheets/d360_factsheet.pdf
https://www.demandmedia.com/wp-content/themes/demand2013/factsheets/livestrong_factsheet.pdf
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| 15 | |
correct link
https://www.demandmedia.com/wp-content/themes/demand2013/factsheets/ehow_factsheet.pdf
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| 13 | |
zach721, thanks for sharing an interesting idea. This could turn out great but there are a few things that didn't quite add up for me after taking a quick look:
- to hkup881's point: what is... login to read the rest | |
| 11 | |
http://s1.q4cdn.com/725197287/files/doc_presentations/2016/DMD_Q1-IR-presentation_2016.pdf.pdf
Yes transaction revenue is revenue
the presentation gives more color on Dmd various businesses
Dmd marketplaces are platform businesses that do not take inventory, ar, or design risk but keep 20-30% of transaction value. While very small... login to read the rest | |
| 10 | |
1Q15
Rachel C. Glaser
And they -- and Saatchi is earlier in its life cycle than Society6. So we told you some of the growth rates for Society6.
As I could say for the category Marketplaces is --... login to read the rest | |
| 9 | |
Answer: re taxes from Cracked sale;
Demand Media acquired the Cracked property for less than $1.0 million and expects to use its existing net operating losses to offset the gain resulting from the sale of the | |
| 6 | |
Hi Zach, thanks for the follow-up comments here. Have you spoken with management and gotten any comfort around what they plan to do with all the cash? Thanks. | |
| 3 | |
DMD now sitting on close to $80 million or $4.00 per share
Cracked.com valuation FAR FAR higher than expected in our SOTP valuation. Sold for approximately 3.5x Sales. We valued all of the C&M at $36 | |
| 2 | |
Demand launched this week a new high quality web site...featuring 2 minute videos on how each of their business units customer experience.
https://www.demandmedia.com/ | |
| 1 | |
This article came out on Redbubble today. Basically, Redbubble is looking for a valuation on their IPO of 3.3x sales or $500 million. Redbubble's revenue of $130 million are a little over 2x DMD's Society6... login to read the rest | |