TheDirectory.com Inc (SEEK)

[Gotagogetit]

Goes way beyond

A simple few 100% PPS increase IMHO

There are so many things that many who just got here do not even know about.

MOBILE.

Management has given some forward looking statements about the path they are taking in MOBILE. You can expect much more from them on this in the near future.

Now VIDEO

Management has openly expressed the next wave is VIDEO and they have begun to take the steps to incorporate this into their business model.

Management Hire

Dan Cimba, do your homework on this guy. Just hired in Jan of this year. SG announced in a conf. call that Dan already closed one deal, and another is expected, of which both will add to the bottom line.

Monetizing the 2000 plus domains

Some have expressed this already, but I wanted to stress the gravity of this. With just a few of the sites being monetized currently, management also expressed in a conf call that they were spending time going through all of their domains, separating them and plan to maximize them monetarily in different ways. For example www.helloParis.com would be better suited, in managements eyes, as a travel site, apposed to a city guide. Currently profitable, and using the same model to monetize 1000's more domains.

Exit Strategy

Management has been very clear. Their exit strategy is a BUYOUT at what they feel is fair market value.

IMHO SEEK is the next household brand name search engine

LONG SEEK