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PM75, yes Steve and I disagreed on numerous issues, most topics were subjective and thus opinion based. You can only debate those points so far.
More specifically, there was a lack of accountability which cuts right through to the issues of credibility and believability.
Since that discussion, it has been clear to me and has swayed me from exuberant optimism to cautious optimism, at best.
You wouldn't believe some of the arguments/excuses which were put forth.
GLTU, all IMHO.
Have a great weekend all.
D
brian, you are right, it is hard to be optimistic. Pinks are the wild West of the stock market but despite the problems, the lure of what could be can still be enticing.
Each one of us has to decide for ourselves when we no longer feel the risk/reward is enticing enough to remain in the game. This is what we control. Although it would be a heckuva lot easier if Tivus simply said what they mean and did what they say.
GLTU,
D
R3, yep, that about sums it up.
The perception and lack of believability is born through their own inactions, lack of follow through and constant passing of blame. I had a very extended debate with SH about that particular topic.
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Was lucky to pick up 20k of the October dip to 10's. Core shares since 2009, lightened the load on run to $1 but accumulating since. I like GETG, gonna start reporting solid numbers.
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Looking Good!
I would have much preferred issuing shares to a viable BOD than QS. I just don't think SP is willing to give up the power.
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Unfortunately, we are not in the drivers seat but I certainly believe that shareholders should and can put pressure on management to engage action.
IMHO
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100% agree with that one.
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BB/QB is the next logical step to uplist. It may very well border on the Pinks but requires audited financials. I believe this would suffice for now with any potential suitor or client.
SH has mentioned before AMEX and NASDAQ, I always felt this was premature and continue to feel that way. Need to get more ducks in a row. Here's my wish list.
- Get audits done,
- uplist to BB/QB
- sign contract with HOST - 5,000 room min,
- disclose debt financing on how they plan to fulfill contracts,
- sign more contracts with other brands - 5-10,000 rooms,
- complete 5,000 room target and get to significant ad revenue
- focus on NOC to enhance ad revenue to $6.50/rm
- clean up warrants, options, convertibles, lawsuit, and other blemishes,
- achieve positive cash flow,
- announce share buy back,
- sign more contracts 10-20,000 more rooms,
- complete NOC
- sign more contracts 50,000 more rooms
- achieve profitability and continue share buy back
- announce uplist to NASDAQ and RS of 10:1, reducing OS to 50-100 mil and AS to 2x's OS.
Can always dream, right?
All IMHO.
D
No change this morning to OS.
GLTA
Not trying to lay out a worst case just a more realistic scenario where ID suggested a $1-$4 SP.
ID, if they want to get their s/p to $1.20, assuming 1 bil OS and .0006 current s/p then a 2,000:1 RS would have to occur.
This would reduce OS to 500,000 at $1.20 = $600,000 MCAP.
Last change to OS was 10/28, there was no change this morning.
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Contemplating myself the reasons why the change.
- High level meetings on the Tivus/Host arrangement? CA?
- SH is learning not to speculate as much?
- SP is learning that fluff PR's set false expectations?
- They are just too busy to respond to anyone?
- Perhaps all e-mail and phone messages went to spam?
- There is nothing to say, nothing going on?
- Financiers have very little room below to dump their sale of dilutive shares? and convert/finance future rounds?
- Financiers have inside knowledge of back room talks and are holding for news?
- They are out of funds and financing options so they can't afford phones?
Gotta admit that the inability to get the Yield sign lifted, the audit complete and the supposed uplist done has taken much longer than anticipated and conveyed. These basic lackings lead one to lean more towards the side of concern than optimism. One thing is for sure something has changed just don't know if it is good or bad (see above list)
Just a few thoughts of which all are my opinions. GLTU
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Irish, I wouldn't doubt it. I would also think they would want audited financials available for review as part of Tivus 12-18 month plan. There has to be some comfort within Host to know how Tivus plans to administer and manage logistics and costs of any potential contract.
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Nic,
Traveling right now, so not tracking L2.
Previous MO had Auto on the Ask not Bid with large sell orders or small sell orders with bid dumping.
There has not been high volume bid dumping lately so no, things have not changed for the time being. Holders of dilutive shares are currently holding out for .0008 and higher. They could dump 100 mil + shares if they wanted sending us to lower trip 0's and breaking support.
Did I say immanent? I don' think so.
Simply, the dark comment period and lack of dumping is cause to consider why the change?
All IMHO.
D
My understanding is that if the hardware and infrastructure is adequate then Tivus can retrofit and adapt their system into older VOD systems.
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When Tivus got the MOU with Host, it followed a dog and pony show where Tivus supposedly beat out numerous companies on the next gen HD IPTV platform. They got the MOU and others immediately became aware of Tivus. Not only did they deal with the VOD porn issue but also came to the table with a unique solution for converting a historical cost into a potential revenue source.
It is true that there was an ~ 4 month lag time from the start of Host Philly install and the announcement of the MOU install with Host. Are delayed announcements and back room activity a part of business, absolutely. Just need Tivus to quit putting out fluff and building false expectations. Be Believable!
Get it done.
IMHO.
D
After calling in TIVU months early on their MOU, requesting a 12-18 month plan, a 10 month+ install of 1,400 rooms/1 hotel and hundreds of millions of shares printed, the need to meet these expectations are high and the ability to overcome the diluted OS are even more challenging.
Minimally, they need to project past the 5,000 room count to get to economies of scale for ad insertion and revenue. This would be ~ 6 properties/avg 500 rooms each, together with ~2,000 rooms between Philly Host and DT would put them about 5,000 rooms.
The call for 25-50 hotels may be an exageration of what it will take to really stir the pot. However, perpetual momentum won't be driven by 2-3 hotels, that will be just a blip on the radar.
LNET and others are aware of TIVU and adjusting accordingly. The longer it takes Tivus to gain market share the more time others have to adapt. Go to Lodgenet's website, check out Accentec, there are others. Their offerings are starting to sound a lot like Tivus. The window of opportunity is narrowing.
Tivus needs to make a splash in a big way and they need to do so quickly. 6, 10, 25, 50 hotels take your pick, I happen to believe that exceeding the 5,000 room mark in a significant way with debt financing is critical and may provide the impetus to move Tivus.
All IMHO.
D
Funny, my newspaper says 10 months gone by.
More than 1/2 the year gone.
Less than 1/2 the 5,000 rooms complete.
Sorry but this cup looks more than 1/2 empty.
R3,you may be right on the audit and uplist, I hope so. However, I believe there are issues somehow tied to the uncompleted audit, their financing and DTC issues. Uplist to the QB is not necessary for sp movement, pink current information is step one. Uplisting may attract more investors and perhaps more stability but it also adds another layer of costs which they cannot support right now.
Tivus is still a development stage company, with all the risks attached to a non revenue entity.
Philly Host alone will do little to nothing to the s/p. It has been baked in for too long as has the DT contract. IMHO.
Tivus will not be able to have 5,000 rooms installed by end of year, short of a miracle. That is the milestone which is needed to generate meaningful revenue. It is what the company promised at the CC.
Irish,
Good or bad I'm not sure but something is different here. Company going dark on communication and no major dump after raise of O/S. Tivus changing their MO or something is going to happen soon?
IMHO.
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180 mil + added to O/S starting 10/24. Not enough volume since then to factor in trading, dilutive dumping, normal selling and accumulation.
Must be good news coming, dilutive shares are holding some for once. At least until the release of news.
IMHO.
D
R3, the audit talk started in 2010, supposed to be out before eoy 2010, then Q1 2011 and so on. Now end of first week of November 2011, still no audit.
When letter of current info submitted to OTC several weeks ago, it usually takes 3-5 days for OTC to lift yield sign. It's still there. Why?
Still stringing shareholders along. The majority of conversions/dilution in the past two weeks still haven't hit the market yet.
Touching on .0006 today, not looking good to hold if they don't come through on multiple fronts.
IMHO.
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OS = 713,285,709
Unchanged this week as of this morning ~6:30am PT.
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At some level we need to keep some humor in all that is array.
My E-trade isn't a problem to buy or sell, they allow us to get suckered in, if we want. LOL
IMHO, I think the issue with TDA, et al is related to the non DTC/financing issues in addition to the reporting status.
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Donut forget to ware the soot, only the boss can ware genes!
Good DD, good sign but how are they going to pay this professional salary? Just curious.
BTW Nic, thought of all here you would be on the writing skills of this poster on C/L. Hey, I'd like to right my own ticket too.
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I expected us to hit the 800 mil mark plus with an AS of 1 bil but just didn't think it would happen this soon. I thought the AS raise would be enough to get them into contracts with several properties. Can still do it but now seems less likely. One more week like this and share restructure again before any significant news.
IMHO, hard to find anything positive about this.
D
OS = 713,285,709
I don't enjoy posting this info, this is getting ridiculous.
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SP is no newbie to the Pinks and the process of share restructuring. As I understand he is the consumate salesperson and understands the psychology of buyers (including buyers of Pinkies like TIVU). Intentional or not, hardworking or not, ingenious or not, we are all willing prey who have participated by our own free will.
IMHO.
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R3, the funny thing is that after months and months of speculation about an RS vs raise of AS (Tivus ended up raising the AS), it is only two months later and we are now talking about an RS again.
If SH is now commenting that dilution and capital raise needs will extend 6 months into 2012 then not only are we heading for an RS but only after a 2 billion + AS
350 mil shares added to OS every two months won't keep us under 2 bil AS for the next 8 months, especially at these lower levels.
If they don't announce any major contracts soon TiVU will be mired in trip 0's for some time to come.
My how time flies by! It seems like yesterday that the AS went from 300 mil to 1 bil.
GLTU
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I understand they sold treasury stock to raise the $100k but did they sell it on the open market or through PP?
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We're getting a little activity with an uptick. Wow. Will it hold?
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On August 30 we were at 294+ mil OS.
Today more than double that at 643+ mil OS in less than 2 months.
Not pretty, another couple of weeks at this rate will push it over 800 mil and on the brink of another restructuring.
Very, very difficult, agreed.
D
11 mil on the ask, here they come.
When will it end?
OS = 643,285,709
+ 112,250,000 mil
It doesn't help to pump a stock that is in reverse. In fact, it takes away from truly good news.
The reality is the company is the only one who dictates success or not as a publicly traded company.
The s/p reflects the supply, demand and market perception of the issue. When the company does good things the demand goes up and the perception is improved, creating demand. When it does not perform, just the opposite.
The posts here should be balanced, but since many are laced with opinions it is just the nature of the boards.
IMHO
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Actually, Tivus has engaged at least three times mass marketing campaigns, including Quality Stocks, which the company would rather label as investor awareness program. The other two times were in 2010 September and November.
Of course, they may have influenced Wrong Turn's group to pump too but we don't know that for sure.
I didn't realize that most investors shop through IHUB.
If it is their first stop to do DD, they must be buying because theres a whole lot more pumping going on than anything else.
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I agree with all points.
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