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I promised Slyestjester I would leave it at that and that's what I'm going to do.
All I care about is that they continue selling prawn, fish, cattle and fertilizer in gigantic numbers.
I took accounting and understand how revenue can be enhanced by passing money around subsidiaries. I'm not suggesting any fraud.
You have your view on the matter and it's not going to change and I have my view.
Let's leave it at that.
Slyestjester, I’ve already gone SIAF all-in.
I still stand by my evaluation that the intrinsic value of SIAF is the current value minus “construction and consulting services” booked from its subsidiaries. I wouldn’t include that revenue source unless it was booked to unrelated third parties. However, even with that margin of safety, SIAF is still considerably undervalued considering its growth in tangible goods.
1.3 billion people need A LOT of food.
Long SIAF.
"I can't reason the argument that they didn't have enough money to produce product, with the fact that they had over $400,000 in inventory. Just doesn't add up."
1. Delivery and transportation problems.
2. Higher priority given to 80 new retailers and Reebok Crossfit. Inventory allocated first to those new retailers.
3. Entire $400,000 inventory is PowerFuse and ElectroFuse.
4. Add other possibilities here.
I'm guessing #2. Those gym rats are known to experience soreness and muscle fatigue.
There have been a few "chartists" since I've been here. If you are correct, then you are the Chosen One.
During last month’s rally someone said the stock was going to hit $20. I believed them, sold all my other holdings and went MSLP-all-in. Look at me now:
http://www.planetcalypsoforum.com/gallery/files/1/2/1/9/8/needmoney.jpg
What's going on here? I bought this one at $0.006 and tucked in in my "lottery" stock category. It's now at $0.078. An 11 bagger so far.
Vol / Avg. 90,982.00/3,761.00
Up 117% today.
HSmith, I believe it's the proverbial "water under the bridge."
Despite our different gripes, opinions and conjectures, all longs here see a bright future for Fuse.
"March 31(2nd fiscal quarter)"
Then it's the 3rd fiscal quarter (April, May, June) that should be telling of the company's future. Thanks for the info.
RPH, what I meant was the "full 2nd quarter" will be telling.
I'm letting this quarter (Jan. - March) pass because of EnerJel supply issue and DJ just joined and distribution deals just announced.
The April, May, June quarter should give us a better indication of the company's future, IMO.
HSmith,
With all due respect, if you look at the sticky on top of this board titled, "$DROP game plan laid out!:)", you'll see that management has done everything laid out in that plan, albeit a few months late. If your gripe is that they've been "too" late, then I can understand.
I like Scooter's posts because most of them are well-balanced.
IMO, the next full quarter will be telling. If sales haven't improved significantly, then I would be very concerned.
Thanks, Rick.
DJ is savvy but a super-savvy marketer would have said, "Geez, this interview is making me tired. I need energy."
Then pop out a DROP, hold it to the camera, slip it in. Then, "Now I have all the energy I need."
"Go back further than that rick. If you all would have taken my advice back then, you'd all be in much better position right now."
I'm up 83% to date with Fuse. It can't be that bad.
Also, for the longs, I think we should let this quarter pass and gauge the next quarter as the barometer of the company's success. DJ just joined and the distribution deals were just announced.
I think the next full quarter will be more telling of the future.
Daymond John is supposed to be on "The View" today. If anyone catches the show, can they let the board know if he took the opportunity to mention Fuse?
"How much has Cuban invested in FUBU?"
FUBU started in 1992. I don't think Mark Cuban was on the scene at that time. FUBU is also a profitable, self-sustaining company that doesn't need outside investment.
Mark Cuban's interest in Fuse, despite his ties to Daymond John, is a wild speculation at this point. I apologize for bringing it up.
"If a stable of scientists are doing all this research for DROP why aren't these expenses showing up in the earnings reports? Only $1600 in R&D spending?!!!!! What the hell is going on?"
Fuse used to be Double Eagle Holdings. The technology already existed and DEH bought it. The initial R&D was already done by whoever Fuse bought the technology from.
According to the interview, those stable of scientists are working on the "proof of concept" and clinical trials of the technology. To the best of my knowledge, those items cannot be booked as R&D.
Obviously, you don't follow Shark Tank that closely. Mark Cuban and Daymond John are "friends" and have jointly owned businesses together on Shark Tank. They are business partners and friends. Huge difference between the relationships you've described with others, when there is actually no relationship at all to compare to.
No one said that Cuban had any interest in Fuse. But IF Fuse ran into production problems and IF DJ approached his friend, it's all conjecture at this point but a viable scenario IF it came to that.
Over-simplifying relationships like that is akin to some posters who keep demanding that Fuse discuss its "proprietary" technology.
Are you in or are you "all-in"? I want to hear it from you, Captain.
The nerve of some people, huh?
The CEO got failing grade because he didn't discuss the pricing, availability, propriety technology, or the entire game plan.
They had less than five minutes for the segment. Get real.
Perfect job of prioritizing by the CEO and Daymond John. I own many stocks but I've never been so excited about a stock as DROP.
Huge potential.
For those who missed the awesome FBN segment, Fox chopped it into two parts:
http://www.foxbusiness.com/on-air/money-with-melissa-francis/index.html#/v/2181107638001/new-competition-for-coffee-energy-drinks/?playlist_id=1671716501001
http://www.foxbusiness.com/on-air/money-with-melissa-francis/index.html#/v/2181095899001/boost-your-energy-with-less-caffeine/?playlist_id=1671716501001
A few months ago, people were concerned there weren't any products.
Now, they're concerned there aren't major distribution.
Give it time. All the pieces are in the right place.
Fuse is a company for investors, not a stock for traders, IMO.
5:15 : Establishing a brand as a lifestyle.
I need to xerox this.
We need some kleenex.
Google it.
I can imagine the Fuse brand as a lifestyle: I need a "drop" to get through the day.
He said in the FBN segment he intends to make Fuse products as part of a lifestyle. That would be huge.
Takeachance posted some Daymond John videos a few days ago. I watched most of them. In videos 2 or 3, he said sales at FUBU at one point went from $300,000 to $30 million in 3 months. He paused to make sure the audience hadn't misheard him and said, "That's $30 million in 3 months!"
Daymond John's involvement should not be taken lightly.
"Where do you people dream this stuff up? wow"
Dreams take place in the brain. I don't know which part though.
But if you know anything about Mark Cuban, just even from Shark Tank, you would know he likes to throw money at start-ups. I can't think of a start-up in a better position than Fuse. I'm pretty sure Cuban would give it serious consideration if the idea were presented to him.
"Now lets just we can supply and distribute sufficiently!"
That would be a perfect problem to have. Daymond John happens to have a billionaire buddy named Mark Cuban. So we have backup if that becomes a problem.
Just as important, the delivery method can be applied to a specific location. For example, if nutrients or drugs need to be delivered to the liver, the Drop Technology, if works as advertised,can be rubbed in the vicinity of the liver bypassing the gastrointestinal tract.
As for people demanding why Fuse doesn't specifically discuss its Drop Technology, it's called "proprietary" technology for a reason.
I give the interview 10/10. I couldn’t ask for better representation for Fuse. The CEO and Daymond John were professional, cordial, affable and more importantly to the point.
Brian Tuffin, “…we announced in December a strategic licensing and M&A process where we are in talks with some of the leading OTC and pharmaceutical players. That’s part of our strategy and this is stage one.”
Daymond John, “The easiest thing to sell is the truth.”
Brian Tuffin works on the licensing side and Daymond John gets the products in mainstream distribution.
Fuse is a no-brainer investment at this point.
http://www.foxbusiness.com/on-air/money-with-melissa-francis/index.html#/v/2181095899001/boost-your-energy-with-less-caffeine/?playlist_id=1671716501001
LMAO.
My Zen tells me MSP management is incompetent. So you can forget about that pot of gold at the end of the MSLP rainbow.
I'm off the boards for a few days to collect my thoughts.
Just a few days ago I had such high hopes for management.
I thought that any skeleton they had in the closet would be purged before or when the Frost deal was announced. I thought the deal would be a cleansing process, a clean slate, a new start.
Now this. It seems nothing they do is thought out in advance.
A song for MSLp faithful longs who have already gone all-in:
Yes, you did. Nice call. Good for you.
Even at $4.50, I'm still not going all-in.
It's conjecture at this point. We'll have to wait for the SEC filing for the truth. If I remember correctly, RedChip had to hold the $132,000 worth of shares for 13 months?
But if what you're saying is true, then things are looking extremely grim and MSLP is nothing but a money pit.
"Company just did roughly $400,000 dollars of dilution just like that."
How did you come up with that figure? If that's the case, it means they've already blown the $10-12 million from Mr. Frost and his buddies.
At this point is Brad Pyatt ever going to get it?
A company is only as good as the people who run it. John Bluher has had a distinguished career as an attorney. But he has no background in the dietary supplement industry, no background in accounting, and no background in supply chain management.
I can hear it from hardcore MSLPer's now, "So what? Steve Jobs didn't have background in those areas, either. He didn't even finish college. Didn't even take technology courses in school."
But Steve Jobs knew how to choose the right people.
MSLP needs a new COO. And if the CEO doesn't understand this, then MSLP needs a new CEO.
"I don't disagree but you aren't addressing my point."
With all due respect, Sir, unless I'm Fuse's IR person, I'm not here to address anyone's concerns.
I know which category Fuse belongs in my portfolio.
Let's say you use a skin rubbing product and like it a lot. However, you notice that in its natural form, it's slow acting. You wonder if there's a way to make it faster-acting. You come across the picture below and the words "carrier molecules" or "carrier proteins." Any idea pop into mind? Maybe you can patent the technology and build a company out of it.
http://4.bp.blogspot.com/-O9bIDcsBIys/TZ6mtbKbHqI/AAAAAAAAAP8/hV4rAlB3dHU/s1600/epidermis.gif
http://en.wikipedia.org/wiki/Carrier_protein
I hold in my hand a product that I use and highly recommend to anyone who travels often or needs a good night sleep, without the side effects of nasty pharmaceutical drugs.
Natural Factors
Melatonin, 5mg
90 Sublingual Tablets
Sublingual: situated under the tongue, or on the underside of the tongue.
A proprietary technology can enhance (faster delivery as one example) the sublingual delivery method through the addition of co-factors, enzymes or other molecules or substances.
I'm not a scientist but that's my two cents (the Canadian penny has been discontinued).
"Why do you need a scientific breakthrough to have Tiger Woods, spokesmen, and a management team? That makes no sense."
It raises the profile of the company. Every single top tier athlete makes more money from endorsements than they do from their salaries. It's a sad truth, but people tend to gravitate to products/companies with high-profile endorsers, whether they be actors or athletes. Marketers know this and exploit the fact. It is what it is.
"This company is all about marketing and trying to leverage some athlete endorsers to whatever extent they can. If you can't see that by now there is probably no more evidence that can convince you that that is the case."
Coke (KO) has $169 billion market cap. That fact is not going to change if I spent 8 hours a day on its message board telling its shareholders, "Coke is a shame. All it does is sell sugar water with color dye. The drinks lack nutrients and are unhealthy for you. They just use celebrities and fell good commercials to sell their drinks. Stay away!"
Yes. Where did you think some of that big volume was from?
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=84710352
Even without the, IMO, questionable "construction and consulting services" revenue source, the intrinsic value of the company is still undervalued.