IZON Network Inc. (IZNN)

[-Awaken-]

The problem is the company that puts out the PRs, it's probably still MacReport Media...I informed them of this problem a year ago

[slowplay]

I've informed management that IHUB is not picking up the news releases. IHUB informs me it's due to subscription requirements Digital didn't fulfill when they changed news wires. According to IR they are going to fix the problem. Until then I will post news releases.

[-Awaken-]

looking better, my EGRO buying lol that MM not a bad sign to see buying...dont know them, but when you dont know them it means that someone with money is trading lol

[-Awaken-]

Nothing matters right now but PUMA PUMA PUMA, the black panther is taking us to the cleaners

[slowplay]

I no longer listen or believe anything I'm being told regarding the up listing. When it happens it happens, but until then I don't even bother asking anymore. They at least have stopped giving deadlines for when it's going to happen. The first deadline I was told was by the end of June. June 2013 that is. The last definitive deadline I was given was "within a week, by the end of the month at the latest". That was in November.

[Py11]

Cool video Digital Caddies posted recently.

I'm a big believer in this company but geez when are they going to uplist!

[slowplay]

It's a question that I think we all have. I'm going to ask management, but I don't think they have a definitive answer as of yet.

It's likely a balancing act between having the right number of courses installed in order to garner the best $ for the revenue stream.

It's why I believe Brad Nightingale suggested that late in the year will be the first release of meaningful financials. Meaning revenues.

I would expect that we will see some press releases announcing some advertising, but without revenue projections.

The problem with projections is that if you fail to meet them, it causes more problems than if you don't release any premature numbers at all.

[-Awaken-]

That makes more sense to me re: the financings done in 2012 you mentioned versus those who bought on a recommendation, etc., especially considering the way in which they sell. Just wonder how much they have left; PUMA is literally the only seller below .20, and even the sellers at .20 have a whole 10,000 shares showing between 3 market makers. Once they leave, the share price should rise significantly IMO

[ByDaSea]

The question on my mind and perhaps others is, when do all these advertising deals start turning into actual revenues? We've had installs going on for awhile now, shouldn't we be seeing some modest increases in revenue on the next quarterly statements? Will they be coming out in August? Any opinions/thoughts out there?

[slowplay]

News release July 22


SCOTTSDALE, AZ, United States, via eTeligis Inc., 07/22/2014 - - Digital Caddies, Inc. (OTCPK: CADY), a leader in the on-course delivery of technology services and content to golfers, is pleased to announce that the company has recently become a member of the digital media industrys leading trade association, DPAA, an association comprised of some of the worlds largest digital out of home networks.

We are very excited about joining DPAA as it will give us direct access to many very valuable resources, said Ted Bradley, VP of Advertising at Digital Caddies. In addition, membership provides direct access to some of the largest ad agencies in the United States and as an active member, we look forward to introducing Digital Caddies to the broader DPAA network at the association's many Membership and Agency Advisory Board Meetings.

Barry Frey, president & CEO, DPAA, said, "Digital Caddies is at the forefront of providing useful and highly desirable technology to golfers, resulting in high levels of audience engagement emblematic of what digital place-based media brings to the table for marketers. We look forward to working with Digital Caddies to help them continue to grow their business."

[slowplay]

News release July 14


SCOTTSDALE, AZ, United States, via eTeligis Inc., 07/15/2014 - - Digital Caddies, Inc. (OTCPK: CADY), a leader in the on-course delivery of technology services and content to golfers, completed their 100th course installation at Stockton Seaview Golf Club in Galloway, New Jersey, home of the ShopRite LPGA Classic.



According to Digital Caddies President Mike Loustalot, We are very excited that our 100th course installation took place at such a historic location, Stockton Seaview Golf Club a Troon managed property. Reaching this milestone in less than a year is significant for our company as it confirms we are among the fastest growing interactive tablet networks for golf cars. With over 7,500 tablets already in operation, we remain on pace to have 15,000 screens installed late this summer.



We are excited to offer Digital Caddies technology to our guests, said Kevin DeDonato, director of golf operations at Seaview. The functionality provided by the tablets will not only enhance our guest experience, but also provide a portfolio of management tools via GPS-based cart tracking and communications that will allow us to improve pace-of-play and increase merchandise and concessions sales via real-time tablet promotions. The Digital Caddies platform is expected to create additional revenue streams for our facility.

Read more at http://www.stockhouse.com/news/press-releases/2014/07/15/digital-caddies-completes-100th-golf-course-installation#1cCAwe6ymSkasDs4.99

[slowplay]

I don't disagree with that assessment.

The problem with pink sheets is there's no data or news from prior to CADY 2.0

There were some financings done in 2012 prior to the new business model and my feeling is that's where the selling is coming from. Some of whom no doubt have been holding for over two years. I can see their side of things. The stock goes up and then downward selling sends it back under .20 cents. This is the third or fourth time we've seen it rise to about 40 cents only to see it pounded down again. At some point these old shareholders will be out and hopefully the shares will be in stronger hands.

It's this damn pink sheet that's causing us problems IMO. Once we can get off this and get some institutional money things will improve.

Todays share price doesn't bother me as I'm looking towards 2015. If it's still under .30 cents by December, then I might start to reevaluate

There was a press release today and a couple of weeks ago IHUB didn't pick up. Will post it in a minute

[-Awaken-]

I have dreams of waking up to no PUMA on the ask, lol...that SOB has been on top of the offer for months. This goes beyond the Basenese recommendation; there is some financier who is beating the stock up, and if they're telling the company otherwise they're liars; simple!

[-Awaken-]

I have to think that anyone who bought on his recommendation at least took some profit following the 100%+ move that proceeded in the weeks thereafter...so it's hard for me to believe they are the ones dumping here, unless they were issued an undisclosed amount of shares (the beauty of being a PINK, we can be left out to dry with little disclosure), but I do agree that CADY is a great buy here just above .15 where it seems to always find a way to move forward.

[gnole]

Time to buy :) let's make more money here!

[-Awaken-]

Volume looks good, a regurgitation was necessary

[slowplay]

It's nothing more than a great buying opportunity in my eyes.

I don't believe Basenese has changed his mind on CADY. Just sounds like sour grapes from his former company or some legal posturing. Like "hey, it's not our company play anymore so we distance ourselves from it"

[slowplay]

I did some research

Lou Basenese did a write up on CADY about two months. He's now left the company and his former company are distancing themselves from his recommendations. They issued a sell at market recommendation on several of his portfolio recommendations.

When he did the promotion CADY traded 2,000,000 shares that day.

We're now seeing some of those shares hit the market. It started yesterday afternoon

This is temporary.

[Bmac54140]

Wow this thing is tanking today.........whats up with that?

[slowplay]

I think there's a push on to get the sellers off the ask

[-Awaken-]

I wonder if they company is in contact with their financiers? It seems PUMA has been malicious for a few months now...pretty crazy they've brought it down this far; even I wasn't expecting that, and I'm a pessimist by nature. Better late than never, but better never late!

[slowplay]

I'm no expert and just guessing like everyone else. Although I did ask someone in management if I was out to lunch if I was hoping for $3.00 by the end of 2016. The immediate reply, without hesitation was "$3.00 within a year"

I've probably said this many times, but my feeling is that when this stock starts to go, it's going to rise quickly. We might have a couple of big leaps. From under .50 cents to over $1.00 in a matter of days, and from $1 to $2 within weeks.

It all hinges on the advertising revenues. That's the only missing piece of information.

[Py11]

Slowplay what do you think this will be trading at by the end of quarter 4? I just started investing this year so I'm still learning a lot. I feel this company can be enormous and plan on holding for at least another year. What share price can we potentially see?

[slowplay]

It looks like we have new buyers at the table. Large early volume and two houses on the large bid

[danafox]

Thanks

[slowplay]

The best part of that $3,000,000 financing is that it was an unsecured loan. Which shows that the lender has done their due diligence and is comfortable lending the money.

No shares, no dilution. The money is in the CADY bank account.

If you were referring to the financing done in April, that was shares, plus warrants. They are restricted from trading at the present time

[danafox]

Was the recently raised $4 million done with free trading stock?, or are the shares restricted?

[slowplay]

I've previously considered your last statement. Although I've had plenty of opportunity to ask that question directly, I prefer not to.

I'd say you were pretty bang on about the sellers. But why? Who knows, there's a host of reasons I can think of.

Other deals they want to buy into that they think will get better or faster returns.

Divorce

Illness

Mental illness. [LOL]

Somebody in management screwing their wife

Debt collectors

College tuition

The list is endless.

It's immaterial and I know that at some point the selling will stop when they run out of shares. When that happens the stock will rise again.

[heartolisten]

I love this thought process and too like to think that older investors are getting weeded out and back filled with new, higher entry point investors. Good for all of us! That said, I would have to believe that anyone who got in at .08ish would most certainly have been anyone in direct contact with management. This would have been the people who were friends/family/colleagues that saw the vision and got in for the long haul. Why would they sell out now? Truly curious. Dumb assumption?

New thought.. To know this group/team is to know they are more intelligent than we realize. Guys that have been in golf for 25 + years. Guys who have already built and sold multi-million dollar companies like GolfNow.com. Every business has growing pains but I have to believe everything they do is well calculated. Perhaps staying on the Pinks for a while allowing the stock price to be "manipulated" is a necessary, calculated play?

[slowplay]

We have to remember this company has been around for quite a long time before they changed course. No pun intended.

There was a period during 2012 where there were a lot of shares acquired in the .08 to .10 cent range, maybe in a placement? Not sure. There's not much news prior to 2013, but I'm pretty sure there's been a sell off from older shareholders that bought in for large amounts at those lower rates and are now taking 3X's and 4X's profits. Just tired me thinks, of sitting around and have decided to taking profit while they can be assured of them.

I'm quite happy to be rid of those weaker shareholders at these prices and putting the shares into stronger, longer hands. Better now then at prices over $1.

I'm not concerned about the share price in the least. In my regular talks with management they are extremely optimistic where things are headed. And so am I.

If I had another $100,000 in my retirement fund, I'd be plowing it all straight into CADY at these levels. Unfortunately I'm already all in.

This stock has all the earmarks of a game changer for anyone heavily invested IMO

[ByDaSea]

Pay no attention to me about walking down the pps. I'm certainly no conspiracy theorist, was just merely ranting in disbelief of why someone would sell at this point in the game.
You are correct about the selling pressure as it has been quite strong the last several sessions. I suppose everybody has one reason or another to buy or sell a particular stock, and perhaps things just aren't happening fast enough for some.

[slowplay]

I agree that it will go down further. I don't think they are walking it down, it's my opinion that it's just plain selling pressure.

There's probably no keen requirement to keep the share price propped up now that they have the financing they need to get the courses installed.

It's my belief that they know that the share price will rise of it's own accord once they start releasing financials later in the year.

It wouldn't surprise me if management is buying in this market also, but we can't tell because it's still on the pinks.

[gnole]

I'm going to give it one more week then buy buy buy! I think it has a dew ticks lower to go :)

[ByDaSea]

Yeah it seems as though the powers that be are walking this down. I see this as a nothing more than a great buying opportunity.

[danafox]

Traders always make money on this

[ByDaSea]

Awesome it looks like getting to the QB won't be a major hurdle though we'll have to wait a short while to move up to the bigger market. Not a huge deal for now but eventually we will need to get there to attract the big money players. Things will fall into place in time and I'm good with that as I consider myself a long term investor.

Loustalot posted on Twitter that Digital is looking for a sales and operations support administrator. Don't really know what that position involves but looks like he is building the team to get things done. Based on your posts I'm assuming you're profession is in business management, so if you know someone who may be interested tell them to check it out. Thanks for all your DD.

[slowplay]

The requirements for the QB board are not strict, you just need to have all your ducks in a row. I believe they are just cleaning up some paperwork related items. Once they apply is pretty much a rubber stamp.

However the NASDAQ is a different story. They've have to be on the QB likely until late 2015 or sometime in 2016 before they have the financials needed to qualify. You need a boatload of cash, a certain revenue stream and a certain share price I believe.

The key is the advertising. Everything else is a done deal. They already know they have a high impression rate on the carts already installed, so it's pretty easy to extrapolate the total impressions a month by multiplying the projected number of course installed by the course per month impression rate.

There are four factors to determine earnings/revenues per month.

#1 Number of courses installed equals 75 carts per course. The higher the number of carts installed the higher the revenue.
#2 The impressions are based upon every time someone touches the screen. The higher the number of impressions per month, as per each new cart installed, the higher the revenue
#3 The fuller your advertising platform is, the higher the revenues
#4 The better the demographics are the higher rate you get for each impression and your revenues increase

So they have four areas that are critical to revenues and as any one of the four increases it drives the earnings. When they all increase it drives earnings exponentially.

They can predict their earnings for December of 2014, that's why Nightingale is talking about the financials at year end.

They know how many courses will be installed by then and they know from the 50 courses that have been up and running for several months what their impressions per course are. What remains to be seen is how much of their advertising space is filled and at what rate.

If they are only 50% full for advertising space and at the lower end of the scale for $ rates, my impression is the numbers are pretty good. Once they triple the number of courses installed, fill their advertising to 80% and obtain the higher end of $ per impression, those numbers will skyrocket. That is predicted by the end of 2016.

All of this information regarding impressions and advertising dollars is available on the internet if anyone wants to do their own calculations.

[ByDaSea]

Thanks Slowplay, I knew you would come through with some solid information. I definitely agree with you that the pps is going to turnaround for the better once people start recognizing the enormous potential for revenues generated from advertising.
Is there anything new from management on a time frame for uplisting, or are we still working through the process? Now I don't fully understand how uplisting works, but isn't there a minimum share price and/or certain revenue level required before they can move up?
As for the share price, all I can say is Monday is payday for me and I'm adding to my position. This decline has created a great buying opportunity and all one has to do is some research to see that this one is a winner.

[slowplay]

Yes. I've felt like I'm talking to myself in here occasionally.

I believe the business is built, it's now just about finding out how much the business will earn.

My analogy is that each golf cart is like a mini franchise. And every franchise will earn money, it's just not yet known how much the profit will be. In theory the earnings per cart are unlimited because each one can handle unlimited volumes without having to increase the base costs. Once the cost of running each device monthly is paid for, everything else is profit. There is no mark up on the product being sold. And in theory the number of carts [franchises] is almost unlimited.

When I say that the earnings per cart are unlimited, it's not factually true, but if the advertising was 100% full and rates per impressions were maxed out, we would be talking about a company worth billions. A dividend producing machine. In fact I can see the day when the company is bought by one entity and taken private so that someone can get their hands on those earnings.

I've had some in depth discussions with management regarding potential earnings and I'm very excited at what the end of this year and the first quarter of 2015 could bring.

I don't expect a lot to happen over the summer regarding news. All I know is they are installing courses as fast as they can and it's at a pretty impressive rate.

I'm not concerned about the share price. It's obvious somebody holding a large block has some cash flow issues. When that sell pressure is gone, the stock will rise. My gut is telling me that we are going to see a very sharp spike in a few months when they release financials. And that the spike will continue on until something major breaks with this company. Either a buy out, or NASDAQ and large annual dividends.

My number crunching shows that at some point in the not so distant future, it's possible this company will earn far more each month they then can spend or reinvest. We'll reach a point where the carts breed like rabbits. One cart earnings will pay for the installation of 3 more carts and so on.

[ByDaSea]

It has been rather quiet on this board lately, maybe everyone has gone on vacation. Lol. Don't have a clue what is going on as nothing fundamentally has changed with this company that I've seen. Contracts and financing are in place and they regularly update their installs via Twitter. IMO this company is solid with reputable leadership and progressing along nicely, so I'm not sure why things have gone silent here lately. I'm certainly no expert and have only held my position here for a few months, but I have no plans on going anywhere. Slowplay usually comes through with some awesome DD and has been trying to keep everyone informed of what is going on, perhaps he has an opinion. Slowplay what do you think?

[heartolisten]

Everyone is vocal when CADY is on the rise. Let's not go dark now. What's everyone's opinion on the recent drop off? I can't rap my head around it. Any one have an educated opinion! Long with CADY!

[Nodrog777]

Thanks for commentary. Although I share your positive feelings about the company, It would seem someone disagrees with your/ours enthusiasm quite profoundly.

[slowplay]

This company is way undervalued right now.

They were able to borrow $3,000,000 instead of dilution. How many pink sheet companies can borrow that kind of institutional money?

They will be profitable by Q4

They have all the pieces in place.

Courses lined up for installation
Top of the line courses at that. Not goat pastures
Installs at 750 units per week
New tablets, new software
Advertising platforms in place
Impression rates are huge
Coming off the pinks shortly
Free trading in Canada shortly

They really have no need for news right now, nor is there much further need to pump out news. The company is built, now it's about installing course and getting advertizing. One day they are going to announce some large revenues that will catch the market off guard and this stock is going to skyrocket.

[Dagny Taggart]

Thanks so much for the information . Very kind of you

[slowplay]

I can't say for sure, but it's not a rubber stamp deal. I thought I heard 3-5 weeks, but could be wrong.

What it means for the company.

Most institutions won't let you trade online with the pinks.

The pinks are not recognized in Canada for contributions to RRSP or TFSA's. It could be the same in the US.

A good deal of the player in the market won't buy stocks on the pinks.

Some broker houses won't recommend them to their clients.

Basically all in all it opens a wider audience and a wider audience means more support. This could be a NASDAQ company, but first it's got to walk by getting off the pinks.

[Dagny Taggart]

Anyone know that if /when they file said S1 how long that takes to be approved if that is the case , or is it a rubber stamp or what it eve really means for the company .

[wholelotamoney]

$CADY - Happy 114th U.S. Open!!!

[slowplay]

Thanks

I did it up in word so that I can keep the sticky updated. I will keep refining that quick blurb and adding more info to each item already mentioned though out the week. Will repost the edited version in a few days. An update the sticky as new news comes out.

I'd been meaning to post this sticky for a few days but the recent drop in share price had me a bit depressed. A call to the IR guy installed me with some renewed confidence and energy about this company. They are on the right track. It's just been taking a bit longer than I estimated.

I estimate a conservative gross revenue of $25,000,000 per month by the end of 2016. Once I see the first set of meaningful financials sometime early in 2015 I can do a projection of net income which is the number that counts. And I see the net income to be very high on a percentage basis. Cost of goods sold is low.

[Nodrog777]

Great job Slowplay on bringing some attention to the facts. Now that the company is starting to tell the story perhaps a dialogue about some potential revenues etc will be more common on the board.


I would like to say I am absolutely positive on the prospects for this company. They appear to know exactly how to build it out.



P.S
Now we know why the stock is acting so well since attaining the .50 level. It was getting a little confusing there for a while but now its clear as mud. Just Saying.

[slowplay]

Crib notes for history of significant news.

January 2013: CADY signs agreement for course installs of tablets with Nationwide.

January 2013: CADY closes first financing.

March 2013. Digital Caddies lures Mike Loustalot soon to be ex-President of Golfnow on board as the new CADY President.

May 2013: Sprint signs on as data provider

June 2013: First 8 courses install the 8” version of the Samsung Tablet

July 2013: CADY adds advertising executive Ted Bradley

September 2013: QB Sports with 50 course signs a contract for installations

October 2013: Troon the world’s largest golf course Management Company with over 200 US courses signs an agreement to install at various courses.

November 2013: Sprint and Samsung announce the rollout of the new 10” tablet

December 2013: CADY adds form Troon executive Tim Greenwell.

January 2014: The PGA National Network of courses signs on.

March 2014: Double Click, Rhythm New Media, Nexage and Millennium Media sign contracts for advertising rights.

April 2014: Close of $4.1 Million financing.

April 2014: Announces launching of integrated platform

April 2014: Launch of new 10” tablet complete with new software upgrade. New installs start up again.

May 2014: Two advertising platforms sign on.

June 2014: Up to $3,000,000 of debt financing acquired.