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The PBL real estate classified play

Crikey reported earlier this week that PBL’s SEEK is preparing to launch into the real estate classified space. In part, their report says:

Seek had revenues of just $47.3 million in the December half, but managed a net profit of $27.1 million and is now capitalised at $1.5 billion.

This result demonstrates how removed the pricing for online classifieds is from the real cost. Companies like SEEK are purchasing bandwidth for a fraction of what they charge the advertiser.

Fairfax, News, Telstra and PBL control online classifieds in Australia and do not seem to compete on price as one could expect.

Disclosure: I am involved in Find It which is set to launch in the online classified space later this year.

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Media disruption

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