.mobi A potentially unpopular note on the MOBI secondary market valuations...

[jeremyp]

Warning...

This isn't going to be a popular post with some of you, but it is the reality of a speculative marketplace.

When I look to purchase .mobi domain names on the secondary market, one of the most important factors in my purchase decision is the initial date of purchase.

Those names purchased on 9/26/2006 in the 1st day of the landrush are often at a serious premium. Not all of them. Not everybody knows how to pick the best premium names. But, it is my opinion, that the best names are likely to have been picked off by industry professionals in the first day of this landrush.

By NO MEANS am I saying that there isn't secondary market value on names purchased after 9/26/2006.

By NO MEANS am I saying that I would swear off the purchase of a name on the secondary market initially purchased after 9/26/2006.

I am saying that there is a significantly increased chance that names purchased on 9/26/2006 will achieve secondary market offers, significant bidding up on the auction market, blind type-in hits, and successful sales.

WHAT WILL FUNDAMENTALLY CHANGE VALUE...

Development, awareness and traffic will drive valuation.

Jeremy

 

[GeoOwners]

development sounds fine to me...a smart person only bought names that have development potential...when the rest drop, the remaining pool will be a stronger animal...imho


.

 

[labrocca]

I grabbbed what I wanted the first day or two...I then grabbed a couple months later 2 more and that's been it. I agree with you JeremyP that 95% of the name registered after landrush will have a difficult time selling aftermarket for good value. Good names get taken immediately. That's why I laugh at some domainers who are to this day finding new crap names to register in a very unproven extension. There are better .net and .org names still available.

 

[scandiman]

In general Jeremy I think you are correct. Some LLL is an exception.

And BTW you can't trust 9/26/06, all my landrush names are 9/29/06, it depends on the registrar involved.

 

[satsdifference.com]

Dot Mobi looking like a Barack Obama at this stage?

Very speculative, who knows how high Dot Mobi can go in reality..

I agree, many of the September 26 names are hot properties that can likely land in enduser's lap to be most likely a successful "first mover" in the childhood of the Mobile Internet Revolution..

Although, with 4 times as many mobile phones than PC's coming to the internet, I think we can't compare Dot Com style to associate only best values to September 26th generics..

What is mobile phone viable and brandable, like a 2 worder, might become a scarce, valued piece.. to an enduser aftermarket rush, who knows.. the mobile new frontier is unprecedented..

But I do agree, since September 26 when aftermarket era was at its highest, we have taken a natural dip.. only to rise from here on.. I suggest again, to everyone, to save your best - and sell others for cash if you're too hungry..

Don't bite on the first offer hurriedly philosophy - Remember, if you aren't getting alot of offers for your name currently to be choosy, then that could be a sign that your fruit is not ripe yet for selling..

It's all about defense to "Hold On" to your best to sustain the best hope of making your dream lifestyle come true..

An unappreciative aftermarket, could be time for us to appreciate what we have... who would value, off the bat instinctively, something one doesn't have but sees another person owning?! It takes a while for someone to come in terms with themselves that they might have been wrong.. So why would they go against their own instincts in 8 months maturation? Remember, most of this "aftermarket" activity in the domain forums for all extensions, generally, are to people who want to resell.. It's when the enduser market recognizes Dot Mobi and the Mobile Internet revolution that aftermarket values will be at an all time high for our lives.. And, further even, for those who want to "Hold On" until the average Joe on the street has awareness of respecting "domaining" as the great trade it is.. I'd like to keep mine around for a sudden then.. particularly, my best..

Flipping the rest, now, is totally speculative in this nature - since the current mold of aftermarketeers who know about .mobi might still have inner issues to deal with to mature.. that we are the only sole owners of our best Dot Mobis among all 6 billion people on Earth - who in our lifetimes, a majority will one day have a cell at their side, like a weapon, as a lifesaver in Star Wars..

Yes .com will also be in the mobile internet revolution mix, but THEY AREN'T/WEREN'T AVAILABLE AGAIN, unless you got xxx,xxx for one.. or rather spend xxx,xxx on endless .mobis!

Going back in time to the Dot Com era, look at what they say often "I can't believe I sold my generic.com for X, if I held on then I would have this much today.."

Unless, of course, you get a chosen 500K historic offer

I'd like to be around for something like that, maybe multiple revenue streams income from several Dot Mobi source projects..

Time to appreciate what we have, and not always listen to what others say about it.. many of us have made the best investments we've ever seen at the grassroots level in business in our lifetimes! Don't forget!

What a blessing


Kind Regards,

Yelo

 

[hedgefund]

Well said, Yelo. I and probably most of you have noticed that there are not many good news popping up recently, mTLD is moving extremely slow in their RFP process. It all adds up to this current mood and market as well.

But remember Rome was not built in one day neither would be .mobi ecosystem. I really hope we should not take myopic view like most wall street analysts do. Try to think big and think long term.

my 2 cents

 

[nombre]

Development, awareness and traffic will drive valuation.

i agree that development is necessary but as i have looked at developing my local mobi's i have investigated local wireless options and they suck

the technology (fast phones, cheap phones, _cheap_ all you can eat net access) aren't in place to get to my mobi's even if they were award winning

i really now believe we are just ahead of the technology

the "mobile internet" will absolutely be a reality but the technology needs to change hopefully sooner than later

the only people really using the mobile internet now are geeks and geeks don't amount to a hill of beans in making the mobile net successful

 

[mykel241]

Yours views make sense from a D2D perspective but from a development perspective it does not matter when the name was registered as long as the name is relevant to the the content and/or functionality. It all depends on what the intended purpose of the name is: Wholesale, Investment, or development. As more and more developed sites pop-up there will be more adopters looking for Tier 2 names creating a bigger opportunity and aftermarket.

Michael

 

[-REECE-]

In general Jeremy I think you are correct. Some LLL is an exception.

And BTW you can't trust 9/26/06, all my landrush names are 9/29/06, it depends on the registrar involved.

And then you have names like stocks.mobi, attorney.mobi, etc that were attempted to be TM'ed, but failed and were regged mid October - end November, but are obviously good names nevertheless.

Other than that though, I agree 100% -- same goes for dotcoms, really. I don't see many dotcoms regged after 2000 going for XXX,XXX+.

 

[satsdifference.com]

Geeks now Pro

I agree.

Yes, the reality is we are WAY ahead.. of a fast and faster rising global person engulfing sociological phenomenon..

In domaining, you have to be.. to register the domain first.. as the only registrant of all 6 billion people - We are the fastest, here.

"Quiet Storm"


Kind Regards,

Yelo

 

[jeremyp]

Just To Be Clear...!

The purpose of my post is not to discourage those of you who are purchasing .mobi names for potential secondary market gain.

The purpose of my post IS to remind you that it is unlikely that you will see the same ROI that was possible in the first mover stage.

The $60 purchase on day one for a 10-100X ROI 2 weeks later has come to an end for now.

Also, please note that generic names purchased even as late as TODAY could one day show extreme secondary market value based upon branding opportunities or PPC opportunities.

The reason for investing today in .mobi primary market purchases should not be speculation with an expectation of a fast mega-buck. Primary market purchases should be with the expectation of an opportunitistic, reasonable turn around.

The real immediate money is to be made on the secondary market.

Let me be very clear on something....

There are people who are holding A - B level .mobi names purchased very early who are looking to score a quick buck.

I'm about to jump back into secondary market purchases.

Join me.

$500 - $1,000 can go a long way to a $20,000 gain...

Sincerely,
Jeremy Padawer

 

[-REECE-]

The purpose of my post is not to discourage those of you who are purchasing .mobi names for potential secondary market gain.

The purpose of my post IS to remind you that it is unlikely that you will see the same ROI that was possible in the first mover stage.

The $60 purchase on day one for a 10-100X ROI 2 weeks later has come to an end for now.

Also, please note that generic names purchased even as late as TODAY could one day show extreme secondary market value based upon branding opportunities or PPC opportunities.

The reason for investing today in .mobi primary market purchases should not be speculation with an expectation of a fast mega-buck. Primary market purchases should be with the expectation of an opportunitistic, reasonable turn around.

The real immediate money is to be made on the secondary market.

Let me be very clear on something....

There are people who are holding A - B level .mobi names purchased very early who are looking to score a quick buck.

I'm about to jump back into secondary market purchases.

Join me.

$500 - $1,000 can go a long way to a $20,000 gain...

Sincerely,
Jeremy Padawer

I couldn't agree more. My favorite thing to do personally is pick up names which I believe will be "the next big thing", while still being "big" enough right now to warrant their current valuation. Imagine how much less you could have gotten Poker.com for in 2001-2002 before poker became all the rage!

 

[satsdifference.com]

Are we richest poor people or the poorest rich people (DotMobiers)

pizza.mobi $21,000?!

One thing is for sure, I don't know how I feel about this! :cy:

What you know may be wrong (changes/evolves); but what you know that you don't know, is right

..with this DotMobi, argh!, I surrender..


Kind Regards,

Yelo

 

[Jasdon]

None of my names were reg'd first day, and personally, if buying a name on the secondary market, I wouldn't even consider the date of registration - it would not add $1 to my valuation.

I do agree though, that the bulk of the quality names reg'd so far were done so in the first 7 days or so.

I only have approx 140 .mobis, I have sold but two, and wish I hadn't. I won't go as far as to say that none are for sale (nearly everything has a price, right...) but I am not actively marketing anymore.

I can tell you now, all my .mobis will be renewed in advance, providing the traffic I'm seeing now remains or increases.

I am still buying, and while you say (Jeremy) that the quickest route to profit in todays market, may be to buy $500-1000 names to make $20k - I'm happy to take a longer term view and pick up B or C quality names at $10 or less, that may turn into $1000+ within a couple of years, based on multiples of what I'm seeing at the moment.

 

[-REECE-]

None of my names were reg'd first day, and personally, if buying a name on the secondary market, I wouldn't even consider the date of registration - it would not add $1 to my valuation.

I do agree though, that the bulk of the quality names reg'd so far were done so in the first 7 days or so.

I only have approx 140 .mobis, I have sold but two, and wish I hadn't. I won't go as far as to say that none are for sale (nearly everything has a price, right...) but I am not actively marketing anymore.

I can tell you now, all my .mobis will be renewed in advance, providing the traffic I'm seeing now remains or increases.

I am still buying, and while you say (Jeremy) that the quickest route to profit in todays market, may be to buy $500-1000 names to make $20k - I'm happy to take a longer term view and pick up B or C quality names at $10 or less, that may turn into $1000+ within a couple of years, based on multiples of what I'm seeing at the moment.

I don't see many names being picked up today -- if the Best Reg of the Day Thread is any indicator, which will be worth $1000 inside of 2 years. Even if .mobi became as valuable as .com, most of the names listed there lately still wouldn't command $1000.

On the other hand, names available in the $500-$1000 range could easily be worth $20,000 if .mobi became the next .com. I'll take myself as an example. Antioxidants.mobi -- who owns the dotcom? One of the biggest food ingredient producers in the world, AND, they've recently started expanding into antioxidant formulas. I wouldn't doubt it whatsoever that if dotmobi became the next dotcom, I may get a low XX,XXX offer from this multi-billion dollar corporation. I'm not interested in selling it anyway, but just giving an example of a potentially very profitable route.

 

[Zinc]

That's why I laugh at some domainers who are to this day finding new crap names to register in a very unproven extension. There are better .net and .org names still available.

Some of us are in it for the long haul Labrocca, I personally believe .mobi will outperform .net and .org in the future... maybe even .com five years down the road.

Oh.. I feel a flame brewing.

 

[-REECE-]

Some of us are in it for the long haul Labrocca, I personally believe .mobi will outperform .net and .org in the future... maybe even .com five years down the road.

Oh.. I feel a flame brewing.

I for one, feel it has a very real chance of at least performing comparably to .net.

I do agree with Labrocca -- good names are gone. However, there does exist the possiblity to capitalize on new technologies, concepts, inventions, etc. A good example would be something like blog.com, or wiki.com. There's always the possibility to find the next blog.com or wiki.com for the .mobi extension. BUT, the rate at which people here claim to be finding gems, is a heck of alot more often than that...

 

[Jasdon]

I don't see many names being picked up today -- if the Best Reg of the Day Thread is any indicator, which will be worth $1000 inside of 2 years. Even if .mobi became as valuable as .com, most of the names listed there lately still wouldn't command $1000.

On the other hand, names available in the $500-$1000 range could easily be worth $20,000 if .mobi became the next .com. I'll take myself as an example. Antioxidants.mobi -- who owns the dotcom? One of the biggest food ingredient producers in the world, AND, they've recently started expanding into antioxidant formulas. I wouldn't doubt it whatsoever that if dotmobi became the next dotcom, I may get a low XX,XXX offer from this multi-billion dollar corporation. I'm not interested in selling it anyway, but just giving an example of a potentially very profitable route.

I wouldn't go off the Best Reg of the Day thread - I for one don't put my best reg's in there when I'm still looking for similar names.

If the status quo is maintained re ppc revenue, many of my names will be worth $1000+ - with the emphasis on the '+'

 

[Amnezia]

Some of us are in it for the long haul Labrocca, I personally believe .mobi will outperform .net and .org in the future... maybe even .com five years down the road.

Oh.. I feel a flame brewing.

I do not see how .mobi is ever going to outperform .com in five years, ten years or even five hundred years

 

[-REECE-]

I do not see how .mobi is ever going to outperform .com in five years, ten years or even five hundred years

Neither do I -- except perhaps for LLL/NNN granted their obvious greater advantage on cell phones vs PC's.

I think we're at least 2 decades away from poker.mobi being 23 million.