StocksAnonymous

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StocksAnonymous

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StocksAnonymous

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StocksAnonymous

10/22/14 1:19 PM

Post #70721 on Muscle Pharm Corporation (MSLPQ)

They have a pretty clear path to $500M in revenue. It's WalMart, Sams, Costco, and new RTD/eat products (Amino1 RTD, Coco Protein RTD, Combat Bars, etc.) These are products with mass appeal. Protein powder, while I think it's great and personally use it, is not a mass appeal product at this point. A ready to drink shake or a ready to eat protein bar are both in high demand.

StocksAnonymous

10/22/14 8:52 AM

Post #70703 on Muscle Pharm Corporation (MSLPQ)

I think you are interpreting that incorrectly. I think what they are saying is any unvested stock that he currently owns will vest. He doesn't currently own the 15k shares per year that he was going to receive between 2015 and 2018. Basically, it sounds to me like as of December 31, his shares/vesting/restricted stock deal will be over.

StocksAnonymous

10/21/14 11:08 AM

Post #70673 on Muscle Pharm Corporation (MSLPQ)

You are making assumptions for global demand of a product based on the bodybuilding.com top 50 webpage. That's not an accurate gauge of demand if you ask me. For what it's worth, I saw a half empty box of combat crunch at smoothie king yesterday (didn't even know Combat Crunch was being stocked at Smoothie king) and the quest bars next to it were completely full. Does that mean that combat crunch is selling better than quest? No, maybe they completely sold through the quest bars and had to restock.

StocksAnonymous

10/21/14 9:11 AM

Post #70663 on Muscle Pharm Corporation (MSLPQ)

I cannot find any solid details of the case. I went to the New Jersey public courts lookup at njcourts.judiciary.state.nj.us/web15z/ACMSPA/CaptchaController and could not find any specifics. I was able to use the docket number to find the case and documents, but there is no specifics/details about the case itself.

StocksAnonymous

10/20/14 10:41 AM

Post #70635 on Muscle Pharm Corporation (MSLPQ)

It's in the nuritional section where all the vitamins, personal care products, etc. are....Coco Protein is only in these locations:

StocksAnonymous

10/17/14 12:12 PM

Post #70597 on Muscle Pharm Corporation (MSLPQ)

OTC Markets Halted

If anyone is wondering why the volume for the day is 253 shares, it is because the OTC markets have been halted by FINRA due to system issues.

OTC Markets said Friday morning that the Financial Industry Regulatory Authority (Finra) has halted trading in equity securities through its markets.
"FINRA has imposed a quoting and trading halt in all OTC equity securities as of 11:05:06 a.m. ET due to a lack of current quotation information currently available in the marketplace for OTC equity securities. FINRA will notify the market when quoting and trading in all OTC equity securities may resume," the agency wrote in a media release.

The company, which facilitates trading of penny stocks and other equities, told CNBC that its subscribers were experiencing delays in updating quotes.

http://www.cnbc.com/id/102078861

StocksAnonymous

10/16/14 5:27 PM

Post #70585 on Muscle Pharm Corporation (MSLPQ)

bellator_exec Thursday, 10/16/14 04:31:18 PM
Re: basebalplayr33 post# 70575
Post # of 70584
bb33,

You are confused. Buy 1 Get 1 free only generates 50% revenue on 100% inventory as half the sales are gratis. You are confusing this concept with "gross margins" or "cost of goods". You may want to re-read my original post before defensively countering it point by point incorrectly.

I wasn't addressing your comment on buy 1 get 1 when I said 40-50% off retail. I meant the sales attributable to MSLP would be roughly 40-50% of the retail price (because wholesale is roughly 40-50% lower than retail).

StocksAnonymous

10/15/14 5:25 PM

Post #70578 on Muscle Pharm Corporation (MSLPQ)

www.mycocoprotein.com is now live as well as COCO Protein on the www.musclepharm.com store here

http://musclepharm.com/store/all-products/coco-protein/

The price is hefty on their website: $49.99 plus $7 shipping.

Vitamin Shoppe has it as well here: $41.99 with free shipping

http://www.vitaminshoppe.com/search/controller?N=200786412+4294967088&type=brand&cm_sp=brandSearch-_-Form-_-Drinks

StocksAnonymous

10/15/14 4:20 PM

Post #70577 on Muscle Pharm Corporation (MSLPQ)

I'm simply trying to set the record straight so that new users on this board won't be misinformed.

StocksAnonymous

10/15/14 1:36 PM

Post #70575 on Muscle Pharm Corporation (MSLPQ)

I will address each of your statements separately, because I disagree with each of them equally:

1)

bellator_exec Wednesday, 10/15/14 12:13:18 PM

Initial Oversupply is their SOP as they offer Buy 1 Get 1 Free on nearly every new product launch.
They did it initially with Costco on the Combat Powder launch and Combat Crunch with bodybuilding.com launch.

Maybe their SOP is to run buy 1 get 1 promos on new products to generate demand, attract budget-conscious consumers and get new customers to try a new product that they possibly wouldn't otherwise consider (as opposed to continuing to use the product they currently use. It seems like a pretty reasonable strategy to grab market share and attract new customers....as a side note, most of the products on bodybuilding.com are on sale at different points throughout the year. That is simple inventory/sell-through management.

bellator_exec Wednesday, 10/15/14 12:13:18 PM

I don't know that I would get too carried away with the "look at all the units on are that pallet" right now as actual revenue on that inventory is likely to produce only 50% of the value.

My revenue estimate per Costco actually took into account a 40% discount to retail. (32.99*0.6) * 150 = $2,969.10. Even at the 50% that you are guesstimating, that would give initial revenue of $2,474 per Costco. I think that 150 cases per store is a very good sign of Costco's confidence that the product will sell.

Since we know the reported MSLP margins via cost of goods line item, that pallet at your Costco is a loser. Hopefully future reorders will recapture that lost value, but still too early to tell.

I'm not even sure where to begin with this statement, other than yes, I agree that we can calculate gross margin by looking at the Income Statement. For FY13, gross margin was 30%. For Q1 FY14, gross margin was 36%, and for Q2 FY14, gross margin was 33%. These are healthy margins for a company in the industry and growth stage that MusclePharm is in. Even taking conservative numbers from these estimates, we would come up with between $800 and $1,000 gross profit per initial Costco stocking.

If I am off base with any of these, please feel free to educate me. I see gross margins increasing in Q3 to above Q1 levels (my guess would be 37% gross margin) as well as revenues coming in at above Q1 levels (my guess would be $55 million.)

StocksAnonymous

10/14/14 1:21 PM

Post #70548 on Muscle Pharm Corporation (MSLPQ)

Anyone have any knowledge / educated guess as to the cost to manufacture a box of combat bars or the cost to manufacture a box of COCO Protein?

It would be very interesting to know that kind of margins MSLP really is making from location to location based on wholesale pricing and cost of goods.

They haven't ever really said what their high margin products are, and I am wondering if they are hoping this is a volume leader or simply a product with higher margins.

As you can see from the picture I posted 2 days ago, there are roughly 150 boxes of COCO Protein at the costco location I went to. That is far more UNITS than costco carries of Combat Powder (I would say roughly 50 units at most costco locations that I have seen).

StocksAnonymous

10/13/14 11:04 AM

Post #70519 on Muscle Pharm Corporation (MSLPQ)

Perhaps WalMart and Sam's Club were not received by the market as positive news. It's not exactly classified information that it will be nearly impossible to produce any positive margins especially in light of the fact that the "Arnold Line" is subject to additional licensing fees payable to Marine on every sale.

The only day in the past 10 days with good volume was Oct. 8th (the day they announced Sam's now has the product in stock). The price also jumped 45 cents that day....

Do you honestly not think the company is in a substantially healthier position financially and competitively than they were 6 months ago? 12 months ago?

StocksAnonymous

10/13/14 10:57 AM

Post #70518 on Muscle Pharm Corporation (MSLPQ)

Whenever these 3 are gone...which could be next month....then the sky is the limit...until then $18 is most likely the limit.

There is absolutely no upside or downside limit on this stock. It could double tomorrow or drop 50% tomorrow. That's the nature of investing in this type of high-growth, illiquid security. If 2% of the float trades in a given day (about 240,000 shares), the price can swing 30% or more...Imagine the price swings that could happen if 1 million shares traded in a single day (which would still only be 8% of the float). One day 2 weeks ago, the price went from mid 13's to 11.70 and then back to close in the green for the day, and that was on roughly avg daily volume. That being said, the revenue and news about new distribution channels/revenue streams is seemingly providing a buffer to downside risk., along with the past 2 quarters of profitability.

StocksAnonymous

10/12/14 6:05 PM

Post #70510 on Muscle Pharm Corporation (MSLPQ)

There were roughly 150 - 12 packs there....roughly $3,000 worth of inventory per store assuming 40% discount to retail price for MSLP top line sales number.

StocksAnonymous

10/12/14 6:01 PM

Post #70509 on Muscle Pharm Corporation (MSLPQ)

COCO Protein Now Available:

Only had 1 flavor (chocolate) at my local costco.

Price: $32.99

See pictures below for costco stock, price, etc. let me know what you guys think...

StocksAnonymous

10/10/14 2:49 PM

Post #70491 on Muscle Pharm Corporation (MSLPQ)

Well since you went there, Moet & Chandon do sell their "wares" at Target.

http://www.target.com/p/moet-chandon-imperial-champagne-750-ml/-/A-14766075#prodSlot=medium_1_1&term=moet

What's your point?

Major Retailers are one of the big pieces that we have been missing with MSLP for a long time, and now that they are here, you are going to say that it's a bad thing?

StocksAnonymous

10/09/14 2:08 PM

Post #70469 on Muscle Pharm Corporation (MSLPQ)

PHOTO: Sams Club Arnold Series

Unfortunately, they didn't post their margin percentage on twitter, but they did post this:

StocksAnonymous

10/08/14 10:53 AM

Post #70390 on Muscle Pharm Corporation (MSLPQ)

Agreed that every BOD Appointee has had the NASDAQ language in the filing. However, I think they continue to add impressive/capable directors. Andrew Lupo is the President and Chief Compliance Officer of UniCredit Group's Capital Market's arm. UCG is a $35 billion company with close to a trillion dollars worth of assets on the balance sheet. He will provide value to MusclePharm. They will be uplisted to NASDAQ. The stock will double.

StocksAnonymous

10/08/14 8:36 AM

Post #70386 on Muscle Pharm Corporation (MSLPQ)

Arnold Schwarzenegger(TM) Iron Whey Now Available in Sam's Club Locations

DENVER, CO--(Marketwired - Oct 8, 2014) - MusclePharm Corporation (OTCQB: MSLP), a scientifically driven, performance-lifestyle sports nutrition company, today announced that Arnold Schwarzenegger™ Series Iron Whey, a great-tasting, gluten-free, high protein formula, which delivers ultra-micro-filtered whey protein to support muscle growth and recovery, is now available in Sam's Club® locations.

"MusclePharm's strategy since its inception is to offer the first authentic brand of nutritional supplements across all sales channels worldwide giving '#MPnation' more places to purchase our trusted brand," said Brad Pyatt, CEO of MusclePharm. "Our customers have been asking for this, and now we are in a position to deliver MusclePharm products to popular outlets on a global scale.

"Our new partnership with Sam's Club aligns with MusclePharm's commitment to continue to deliver a premium brand and experience, as well as further enhance the reach of our products," Pyatt added.

Arnold Iron Whey™ will be available in all 642 Sam's Club locations in a delicious chocolate flavor by the end of October. Sam's Club, a division of Wal-Mart Stores, Inc., is a leading membership warehouse club serving millions of members in the United States and Puerto Rico.

To learn more about Arnold Iron Whey, please visit www.arnold.com.

StocksAnonymous

10/06/14 3:51 PM

Post #70359 on Muscle Pharm Corporation (MSLPQ)

COCO Protein is now launching on the 13th (1 week from today)

Also, these were on sale in Whole Foods near me. I bought one of each flavor and they were both downright awful taste/texture. Very thick and goopy. Nothing like what I was expecting to drink out of a coconut protein water.

StocksAnonymous

10/06/14 10:39 AM

Post #70348 on Muscle Pharm Corporation (MSLPQ)

Update: Implications Of MusclePharm Buying Back Stock

It looks like Paulo Santos agrees with me...

Summary

-MusclePharm bought back 250,000 shares of its own stock.
-This has implications for my existing thesis that MusclePharm is evolving from a dilutive company to one that cares about dilution.
-In two different ways, this confirms MusclePharm's positive prospects going forward.

Today, MusclePharm (OTCQB:MSLP) announced it bought back 250,000 shares of its own stock for $10 a share. These shares are part of 600,000 shares which were held in escrow following the BioZone acquisition. The buyback was possible at $10 because of a pre-existing repurchase agreement at that price. This has two main implications for my existing thesis that MusclePharm is transitioning from a dilutive penny stock to a high-growth "decent" stock:

First, it highlights the new nature of MusclePharm: MusclePharm is now a regular company that tries to avoid dilution as much as possible, versus its former self that even paid suppliers with stock. This is evident both in the buyback, and in the way MusclePharm is now using regular financing for its financing needs, instead of issuing stock.
And second, this move also portrays confidence in near-term financial developments. It's hard to believe MusclePharm would commit $2.5 million of its own money to buy back stock unless it expected the stock to continue to perform well and that requires its operational performance to also keep up. This is probably helped both by the flurry of new products and the recent extension of distribution to Wal-Mart (NYSE:WMT). I roughly estimate that the Wal-Mart distribution alone is enough to provide for greater than 20% revenue growth year-on-year over the next year.

seekingalpha.com/article/2542845-update-implications-of-musclepharm-buying-back-stock

StocksAnonymous

10/06/14 10:33 AM

Post #70346 on Muscle Pharm Corporation (MSLPQ)

TheExpertHimself
Post # of 70345
this news is as good as insider trading news....because the management wouldn't buy it back if it believed that the SEC investigation was going in the wrong direction....most important news of the year.

Not only that, it tells us that they have enough cash on hand right now to buy back cheap shares and still introduce new products/grow the business. $2.5 million is a lot of cash, even for a company with a market cap of $160 million.

StocksAnonymous

10/06/14 9:37 AM

Post #70341 on Muscle Pharm Corporation (MSLPQ)

No...they repurchased 250,000 shares of their own stock (MSLP) at an average price of $10/share.

StocksAnonymous

10/06/14 8:42 AM

Post #70339 on Muscle Pharm Corporation (MSLPQ)

MSLP just bought back 250k shares at $10/share:

Item 8.01 Other Events.

On October 1, 2014, MusclePharm Corporation (the “Company”) submitted an Option Exercise Notice (the “Notice”) to CoCrystal Pharma, Inc. (f/k/a BioZone Pharmaceuticals, Inc., hereinafter called “CoCrystal”) and a third party escrow agent (the “Escrow Agent”) pursuant to requirements of that certain Asset Purchase Agreement entered into by and between the Company, CoCrystal, and certain of CoCystal’s subsidiaries (the “APA”), which was disclosed in the Company’s Current Report on Form 8-K filed with the Securities and Exchange Commission on January 6, 2014.

Pursuant to the Notice, as permitted by to the APA, the Company purchased 250,000 shares of the Company’s common stock, which were being held in escrow, for an aggregate purchase price of $2,500,000, which was wired to the Escrow Agent.

http://ih.advfn.com/p.php?pid=nmona&article=63933585

StocksAnonymous

10/02/14 5:53 PM

Post #70299 on Muscle Pharm Corporation (MSLPQ)

According to his linkedin, he is the chairman of the board at Arete. I cannot find anything anywhere stating that he is being investigated for Stock Maniuplation...

StocksAnonymous

10/02/14 5:48 PM

Post #70298 on Muscle Pharm Corporation (MSLPQ)

MusclePharm's average quarterly inventory turnover ratio for the past 4 quarters has been 2.6 when calculated as quarterly sales / quarterly inventory.

For comparison, Coca-Cola has an inventory turnover ratio of 3 and Glanbia has an inventory turnover ratio of roughly 2 using the same equation.

This shows us that MusclePharm has been doing a great job of inventory management, and to this point, they been able to increase sales/keep up with demand.

StocksAnonymous

10/02/14 11:49 AM

Post #70287 on Muscle Pharm Corporation (MSLPQ)

Combat Crunch is now up to #12 on bodybuilding.com Top Seller list.

I think that the biggest question isn't Is there demand?. The question is can the company keep up with demand.

StocksAnonymous

10/01/14 4:35 PM

Post #70265 on Muscle Pharm Corporation (MSLPQ)

Yep. I see that. "Major Retailers" are they referring to GNC, Vitamin Shoppe and Costco...?

Now they just tweeted this:

GNC, Vitamin Shoppe and others to be announced

So I guess we'll have to wait and see...

StocksAnonymous

10/01/14 1:58 PM

Post #70263 on Muscle Pharm Corporation (MSLPQ)

I have to hope it's not delayed, or that's just very poor managing of customer's expectations. Thousands of people retweeted their tweets about the release date. How could they yesterday say it is being released today, and today say it is delayed 2 weeks. That doesn't make any sense, and I would have to say is probably not the case.

If you were releasing a new product to a bunch of retailers at once, wouldn't you at least be in the process of shipping product to them before setting a date in stone? Wouldn't you rather just not give a date if you weren't 100% sure?

StocksAnonymous

10/01/14 9:51 AM

Post #70261 on Muscle Pharm Corporation (MSLPQ)

Interesting...

MusclePharm®Verified account
?@MusclePharm
More info coming tomorrow! www.mycocoprotein.com

StocksAnonymous

10/01/14 9:29 AM

Post #70258 on Muscle Pharm Corporation (MSLPQ)

Well according to every post they have made on twitter and their PR from September 19, today is the release date....

As they posted on twitter 2 days ago,

CocoProteinVerified account
@CocoProtein
@djtwalk Stay tuned. Huge Announcements coming.

StocksAnonymous

09/30/14 11:49 AM

Post #70252 on Muscle Pharm Corporation (MSLPQ)

I wouldn't say there is/has been little or no news, but I do agree with what you are saying as far as insider buying.

- Combat Crunch release

- COCO Protein release tonight at midnight

- MusclePharm's booth being mobbed at Mr. Olympia 2 weekends ago and Arnold Europe this past weekend.

- 8 million dollar line of credit

These are all significant stories in my mind.

StocksAnonymous

09/30/14 8:54 AM

Post #70249 on Muscle Pharm Corporation (MSLPQ)

The SportsCenter Anchor just stated "Supplement company and Laron Landry sponsor MusclePharm has removed Landry from it's website"

StocksAnonymous

09/30/14 8:51 AM

Post #70248 on Muscle Pharm Corporation (MSLPQ)

A customer asked where they can pick COCO Protein locally, and the COCO Protein twitter responded:

CocoProteinVerified account

? Stay tuned. Huge Announcements coming.

This was yesterday. Alluding to turok's comments yesterday, possibly they are going to announce a massive new distribution channel...

StocksAnonymous

09/30/14 8:15 AM

Post #70247 on Muscle Pharm Corporation (MSLPQ)

We are still about a month and a half away from Q3 earnings call going by last year's schedule. Maybe that'll give them another 45 days worth of sales data and they'll be able to raise guidance.

StocksAnonymous

09/29/14 4:47 PM

Post #70236 on Muscle Pharm Corporation (MSLPQ)

Laron Landry suspended 4 games without pay for substance abuse violation.

StocksAnonymous

09/29/14 4:27 PM

Post #70234 on Muscle Pharm Corporation (MSLPQ)

Closed 15% above the day's low. Pretty wild price action...anyone have any guess as to why we'd see an 8% drop and then a 15% pop in 1 day?

StocksAnonymous

09/29/14 9:48 AM

Post #70219 on Muscle Pharm Corporation (MSLPQ)

Currently down almost 8% on some solid volume...wonder what's driving it.

StocksAnonymous

09/29/14 8:45 AM

Post #70217 on Muscle Pharm Corporation (MSLPQ)

Wow, up to the #13 spot and they haven't even been on sale for a month. Impressive. I would say the $55 million net sales for Q3 would be a pretty accurate guess. Hopefully the launch of Coco Protein is just as successful as Combat Crunch. Not that this is an indicator of performance to come, but @cocoprotein now has over 13k followers on twitter. It has only had a twitter handle for about a week.

http://mycocoprotein.com/

StocksAnonymous

09/28/14 12:48 PM

Post #70215 on Muscle Pharm Corporation (MSLPQ)

January at the earliest...see my older posts from July. I posted snippets from Pyatt's interview w bloomberg regarding Nature Sport.

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