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Why certainly! Any useful information which can be brought to this board is always welcomed.
I believe you are totally incorrect in your assertion that stocks which are listed on the Pink Sheet "have no legitimacy, period."
There are many of the bluest of the blue chips which list solely on the Pink Sheet and decline to list on any of the Big Boards. In that regard, Telvue is in some very good and prestigious company.
Just so I get this perfectly clearly understood, is it your claim that the management of Telvue is reporting false information? Are you claiming they are committing stock fraud? That is what it appears you are saying in your posts. I would just like your statements made perfectly clear for the record.
TelVue reports Q3 revenues up 73% year-over-year
Company cites growth across cable, community TV and new media markets
October 15, 2013 | By Jim Barthold
Multi-screen Internet TV solutions provider TelVue had a good third quarter--at least compared to a year ago--with revenues that were up 73 percent, the company said in a news release.
Third-quarter revenue was $2.13 million, and third-quarter net income was $276,329. This compared compared with a revenue loss of $804,361 for the same quarter in 2012 and net income in Q2 2013 of only $34,177, the company said.
TelVue develops and markets broadcast technology to help video broadcasters, including local cable TV channels, automate their channels and expand audiences across multiple screens. Its boilerplate says it serves the local origination and leased-access needs for eight of the top 10 cable and telco MSOs and powers OTT and subscription Internet channels on "most popular OTT boxes and gaming consoles."
The improved results came about via progress the company made implementing operating process improvements, said Emmett Hume, TelVue's CFO.
They were also a result of overall customer growth, added CEO Jesse Lerman.
"All of our key business lines experienced strong growth, and it was particularly gratifying to see this growth across each of our cable, community TV, and new media markets that we serve," Lerman said in the news release. "This quarter's results confirm that TelVue's products are addressing our customers' needs in the face of a rapidly changing video production and delivery environment."
Your comment was about whether they were keeping up with the competition. No attempt to obfuscate the truth can cover over the fact that product development in both the hardware and software lines continues, and releases of updated and upgraded equipment and software continue apace.
Kind of hard to support a claim that they aren't keeping up with the competition when their last release of a product upgrade was 2 days ago.
You are incorrect in your assertion that Telvue's software is 3 years old and isn't keeping up with the competition. The last software release I know of by Telvue is March 3, 2014, with the release of version 4.1 of their Hypercaster software.
Before that, we need only to go back to December, 2013 for the release of version 1.5 of Telvue connect.
Of course, the update to version 4.0 of Hypercaster was way back in November of 2013.
And of course, in the hardware area, AdCaster was released in late October of 2013. But that's hardware as well as software. Does that still count?
I would like to ask which software you are referring to from 3 years ago so I can check on whether it has been updated in the interim or not. Also, which product, specifically, isn't keeping up with the competition?
Now thats an interesting allegation. I would like to call you on your statement that company insiders are selling.
Please provide a link to any site anywhere that reports any insider selling in TEVE since 2005.
I would be willing to bet that no such link can be provided.
Lets see. Based on the share price you cite, 50 cents pre-split, that would work out to $100 per share with the current pricing structure.
In a previous post, a while back, a poster enumerated a series of factors which indicate in favor of Telvue, both as a company, and as a stock. It bears repeating:
I'm not particularly worried about short term PPS. The recent breakout from a descending wedge created a bit of over shoot, and so once things calm down, it should resume more rational trading at its new higher base level. The $1.99 you suggest sounds about right to me.
Kaymeyer - I'm still waiting for your answer to the questions about the technological and customer base of Telvue. Certainly an experienced observer of the stock market should be prepared to review the products of the companies they criticize. What do you think about the Telvue product lineup with regard to current and future industry trends?
So, let me get this straight. Is it your claim that TelVue does not have a real customer base comprised of the top 8 MSO's in the cable industry, does not provide support for greater than 1500 PEG stations and does not provide video service to greater than 30 million viewers? Is this what you are stating?
A simple yes or no answer is all that is required at this time.
Aside from the now boring discussion of short positions, what is your opinion of the positioning of the company within it industry? Providing support services to 8 of the top 10 MSO's, delivering digital video to 30 million viewers, just to start. What have you to say about those?
I just thought it might be interesting for the TEVE fans out there to review the list of trade shows at which TelVue will be exhibiting in the upcoming months. Looks like they have a fairly busy schedule of meeting with the current and potential customer base out there.
Feb 17-18, 2014.....NCTC Winter Educational Conference, Tampa, FL
Mar 4-6, 2014.........Iowa Communications Alliance Annual Meeting & Expo, Des Moines, IA
Apr 7-10, 2014......NAB 2014, Las Vegas, NV
Apr 15-17, 2014.....IP Possibilities, Kansas City, MO
May 7-9, 2014.......Eastern Region Communication and Technology Conference (JAG), New Brunswick, NJ
Jun 25-27, 2014.....AHECTA, Denver, CO
Jul 27-28, 2014.....Independent Show, Kansas City, MO
Aug 3-5, 2014.......CableLabs, Dillon, CO
Aug 5-8, 2014.......ACM National, Philadelphia, PA
Sep 18-20, 2014......SCTE Cable-Tec Expo, New Orleans, LA
Sep 29, 2014........NATOA, St. Paul, MN
Oct 13-15, 2014......Great Lakes Technology Showcase, Indianapolis, IN
In response to your question, I have not discussed FINRA nor shorts on this board, hence asking me for a response in those areas is foolish, if not disingenuous. My belief and support of TEVE comes from the technology base they have created, and the customer base they are cultivating.
I wish you the best of success. A diverse package of miners and ETF's is the way to go, in my opinion. From what we've seen, even if greedy makes you overstay and everything corrects down, it will be back up again. After all, its not the Titanic.
Actually, that was 2-1/2 blizzards. Once TEVE begins its ascent in price and begins paying dividends, I'll be able to hire someone to clear the place, instead of the senior citizen who is doing it now. Looking for the next TEVE quarterly report to show yet additional growth, and the possibility of dividends near-term
Now this is truly interesting. In a discussion of the TWC-Comcast merger, I encountered the following innocent looking paragraph. That is, until you consider what it is saying carefully:
The Comcast-TWC merger, which will likely win regulatory approval, could result in more deals between major programmers like Viacom and Walt Disney Co. and online video providers. The programmers, wary of being squeezed by Comcast and the leverage it will gain with 30 million subscribers in negotiations for carriage deals, will form stronger relationships with over-the-top video providers.
The key phrase to pay attention to is "over the top video providers".. As I recall, Telvue is the engine behind a number of Over-the-Top video providers. If there is a mad scramble to position themselves aguinst the juggernaut being formed, who better for the smaller fish to go to for ready made support than............
(you can fill in the blank yourself)
This might be the time for some 3X long funds. The way to do them is to set your exit and stick to it. Get greedy and you'll watch it fall right out from under you and through your entry point.
Chock full of miners is where I am currently putting myself as well. The real question is whether this run is the actual real and final one, or will this be another head fake by the Banksters. That's important on figuring out how and when to take some profits off the table.
And I too have been with SLW since under $5.
Interesting story is that back in the early 2000's (I can't remember exactly what year) I owned a fairly nice block of Wheaton Mining. At the time when the company was going through the market forces that ultimately ended in it reconfiguring (and, I think, spitting out SLW on its own), I was getting phone calls from trading houses almost daily, wanting me to accept their tender offer for my shares. Thing was, they were offering the same as the current market, which had gone there once the tender was announced.
So, let me get this straight. I can accept your tender offer for $XX, and tie my shares up for months, or, I can decline the offer and still get the same price any time I decide to pull the trigger.
I'll bet you guess which way I went on that.
I have owned W like forever.
There are some other metal streaming companies that you might like to look over. SAND and FNV use the same business model as SLW. In fact, if I remember correctly,one of the originators of SLW is behind SAND.
Is that asterisk a V or a W?
That's the two. Same story with RVM and PPP
Not only ASM, but my RIC and MUX have been doing nicely as well.
You betcha I'm still holding. Even with being dragged through the mud back at$.77 or so. Looking right good now, ain't it?
What is your opinion about the rapidly rising revenue the Co. has been showing for the past few quarters as a result of increased sales and service contracts. With the Charter Communication eir servers and their operational software for the broadcast industry?ciontracts, the majority of MSO's and 30,000,000 viewers supported by their services, I would think that revenue growth and profitability will continue to grow. What is your opinion on the subject. Whnat do you think about th
kaymeyer - Perhaps you can substantiate your claim that Telvue is essentially worthless. Given the large number of viewers it serves on a daily basis, the current service and support to the majority of MSO's, as well as the contracts to rebuild the digital video capabilities of Charter Media East and Charter Media West, there must certainly be an actual positive cash flow being generated by the company.
If we then look at the value of the hardware designs, manufacturing capability and a substantial Cloud support center, there must certainly be a large residual cash value as well.
Please explain why you feel the company is "worthless"
You seem to have misposted the price. Its not $.14, as you posted, but rather $14. Thats fourteen bucks. Ten plus four semolians. Catorce dolares.
Well that's the point, isn't it. Due to the share consolidation, the number of shares is greatly reduced. The price per share is the price per share, wh8ich is well above $5, hence calling this a penny stock represents a serious misunderstanding of the definition that was presented earlier.
Wrong! TEVE is not a penny stock under the definition of either a stock that sells for under $1 or under $5, depending on which definition you adhere to.
Profits? Two profitable quarters, with a 3rd about to be reported. Could you explain what is "Dead" about that?
Shares are indeed shares, but who owns them is entirely critical. If shares are in the hands of Investors, they are held long-term, which provides price stability and fuels upward price motion because a portion of the float is locked up by the investors and are not available for the market.
On the other hand, shares in the hands of flippers cause churn, and tend to destabilize the short term and long term pricing of a stock.
Its surprising to see a question asking what Telvue does, especially after the long discussion history on this board.
Telvue manufactures and sells servers for Digital video Broadcast and distribution.
Telvue produces digital video distribution software.
Telvue provides digital video production software.
Telvue manufactures and sells advertising insertion systems for the digital broadcast industry.
Telvue provides cloud based video storage, distribution and broadcast service.
Telvue provides turnkey systems for P.E.G. (Public, Education, Government) special interest channels as well as public access channels.
Telvue provides the platform for multiple broadcast/cable channels such as AMGTV. A fair number of Roku channels are powered by Telvue.
Telvue has a presence in most of the top Multi-service providers in the US.
Telvue has the contracts with Charter Media to rebuild their Eastern and their Werstern digital media distribution systems.
I might have missed a couple of things what Telvue does. Does this give you the answer to What Does Telvue Do?
Actually, those shares are retired because they are in the hands of an INVESTOR. The word investment seems to be misunderstood by many posters on stock boards. When you refer to an investment, you are referring to stock which once bought is held for long-term appreciation and long term capital preservation. A short term price anomaly caused by Bid/Ask split is of no consequence to an INVESTMENT.
Now, having said that, I consider my shares in Telvue to be an investment. Looking at the technology that Telvue has to offer and looking at the 30 million viewers of local TV that it serves, and another 5 million viewers of AMGTV, not to mention other Roku channels that it powers, Charter Media East and Charter Media West, I am perfectly content for my INVESTMENT to sit and accrue value.
Welcome to the TEVE family. In the discuyssion previous, it is not you that is being discussed as shorting, but rather the market maker that acquired your shares for you/
Thanks for your good wishes.
And all the best in this season of peace and joy.
All of the above. Server hardware, transcoding hardware, software, cloud server support, technical support. Books are another ingredient to the same end, building and servicing a market, and obtaining and retaining market share.
Well waddya know. Books about Telvue and its products. Who'da thunk it. Here's another one to get your mind around:
http://www.amazon.com/Princeton-HyperCaster-digital-broadcasters-PRODUCTS/dp/B003UYOP7W/ref=sr_1_4?ie=UTF8&qid=1386037041&sr=8-4&keywords=telvue
I remember those days well. Most of the world was running CP/M. Then Microsoft jumped into the fray with more agressive tactics to place their products into people's hands, and then managed to get an audience with IBM for their new contraption called "PC".
If you look at the hierarchy of Telvue's Cloud and hardware offerings, you can see they can service the big boys, but still can place good products into the hands of the little guys.
Smart. Very smart.