Not sure, I think it would be the margin, they are not involved in the advertising revenue (ie: revenue not channeled through the business), so just take their cut I guess.
Seems like a come back in 6-12 month scenario, would not be entering at the moment, better to wait for these next phases to come on, if QE2 ends in the States and Europe goes down the tube, then with a lack of current revenue, people will head for the exits pretty quickly.
I see the potential here, but they made similar claims with the old AdFeedEngine that didn't eventuate and now the Web division is being refocused, will watch with caution.
WFM Price at posting:
11.5¢ Sentiment: ST Sell Disclosure: Not Held
