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IMO, it all boils down to this...
Every OTC investor/trader hopes to stumble upon one of the authentic 'upside-explosive' OTC stocks. Because as we know, getting into the right one can be a financial life-changer. But only a precious few of the thousands of OTC companies have all of the necessary elements to do so.
We are in a new and highly desirable industry/sector. Governmental bodies are making the regulations (and public policy) friendlier every day, providing a constant source of positive news feeds.
We are being led by CEO Robert Calkin, an industry educator and guru, who has come on board with a compensation package that aligns his interest entirely with GRCU shareholders. Additionally, he has the type of connections that can fuel the release of meaningful PRs for years to come.
And best of all, he has begun building a scalable, and potentially profitable entity. And generating a profit eliminates the biggest risk present in most stocks in the OTC world... toxic convertible debt issued to fund an operational loss, leading to large scale dilution and thus share price destruction.
The green movement is here to stay. And it goes far beyond cannabis/medical mj formulations. The movement also encompasses eco-friendly household products, such as the all natural hemp based deodorant that Green Cures has recently added the allbotanical.com web store.
I believe we have something really rare here.
As always, simply my opinion.
GRCU
Greatest Hits -celebrity edition- The adventures of GRCU
Here's a compilation of some of the previously posted Adventures of GRCU episodes which featured cartoons of some well known personalities, including The Fonz, Mr. T, Yogi Berra and many more.
GRCU
*All images are for entertainment purposes only.
Much appreciated, Tide Pool. It has been a pretty painful ride downward. Hopefully we have bottomed, and a reversal is now in progress.
nice - you rock odessa - been missing your comics
Yesterday I read something interesting. In the past 10 years, the market for nutritional supplement snack bars has grown ten-fold to about $1.7 billion annually.
At bodybuilding.com (the world's #1 online supplement store), MP's Combat Crunch bar has an average score of 9.7 out of 10 (after several hundred customer reviews). Bodybuilding.com sells more 10,000 products from more than 400 brands, and for years they have published a dynamic list of the top 50 best selling products. Every one of those top 50 products resides in the 99th percentile as far as sales.
With an average customer review rating of 9.7, MP's Combat Crunch bar has a higher avg rating than all but one of the top 50 best selling items. So in the elite selling top 50, MP's Combat Crunch has more favorable ratings than 48 and is lower than only 1. Why is this significant? Because it stands to reason that if MP got the Combat Crunch bar that right (as it would seem they have), they may indeed capture a significant share of the total nutritional supplement bar market (which, as pointed out previously, is about $1.7 billion annually).
Since MP currently now has retail distribution in many of the major big-box retail stores (Walmart, Costco, Sam's Club, etc), it would seem reasonable that a nutritional bar that popular would eventually be sold in all of them.
If MP continues to expand the Combat Crunch bar SKUs, I expect MP to sell 10s of millions of dollars in Combat Crunch bars in 2015, and $100 million worth of these bars annually by 2017.
So on to the elephant in the room. If MP's Combat Crunch bars are that good (and that popular), why were they recently on sale on bodybuilding.com for a BOGO (buy-one-get-one-free), and now on sale for BTGO (buy-two-get-one-free)? How can this counter-intuitive move be explained. I believe that MP is using a technique often employed by the video gaming market. The major gaming system companies are willing to sell their consoles (Xbox360/One, PS3/4, etc) at or below cost, because they understand the game licensing revenue from the large established user base will more than make up for the foregone profit from console sales. In other words, they treat the subsidizing of the gaming systems as a customer acquisition cost.
I believe that MP is so confident that they hit the mark with the Combat Crunch bar (which would seem to be supported by the overwhelmingly positive customer reviews), that they are willing to subsidize the early sales in order to establish a massive base of dedicated repeat buyers. After all, it is not easy to snatch customers away from another brand they are currently satisfied with unless you first motivate them with an attractive discount.
This strategy can work very well, as long as the discounting does not occur often enough or at regular intervals as to allow customers to plan all of their buying around the discount schedule.
As I have stated in my previous post, the level of equity compensation has been excessive by any measure, and needs to come to an end. I can only surmise that the two most recent stock awards came because Brad feels some sense of entitlement to a larger stake in MP, since most of his early stake melted away as MP found it necessary to use massive share dilution in the early years to survive.
That being said, I think it is now clear to many that not only is MP here to stay, but that they may very well be on the path to one day dominating the supplement industry, not only in the US, but globally. And it is for that reason that I remain invested here.
As always, simply my opinion.
MSLP
Back in early November, I cited several examples of NASDAQ companies that have sacrificed profitability to drive top line sales growth (see repost below). And despite their streak of net losses, the have been richly valued by wall st due to their sustained high rate of sales growth.
IMO, it is not the lack of profitability, but rather the continued dilution resulting from the overly generous share compensation to sr mgmt (Brad in particular) that has caused this most recent share price decline. And when there was a recent repeat of this sr mgmt share bonanza giveaway, it caused some high dollar investors to draw the conclusion that sr mgmt has no intent to share any future success with outside investors. As a result, I believe that some decided to begin exiting their relatively large long positions, which has led to this recent significant share price drop.
I believe that if Brad were to publicly commit to putting an end to the sr. mgmt share giveaways (which may be a very big 'IF'), then the continued sales growth alone (which I think will be accelerating, and will be clearly evident in Q4) would fuel a much higher share price.
As always, simply my opinion.
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It is not uncommon for publicly traded companies to sacrifice bottom line earnings while focusing more on growing their top-line sales (at least, in the early years). Some have brought up Muscle Pharm's lack of profitability, which is a fair point. Especially in light of the fact that the very recent 10-Q restatement has reversed MP's formerly profitable Q2 '14 into a net loss.
While sustainable profitability is an important, long-term measure of a successful enterprise, it is not as important during the early years, when more focus might be placed on sales growth.
Here are just a few (within various industries) of the many companies near a billion dollar valuation (+/- 30%) that have also (just as Muscle Pharm) booked a net loss for a series of quarters while growing their sales.
AMAG:NASDAQ - booked losses 4 of the past 5 quarters. Sales of around $90 million for the past 12 months. Current market cap of about $720 million.
ACTG:NASDAQ - booked losses 5 of the past 5 quaters. Sales of around $114 million for the past 12 months. Current market cap of around $900 million.
EPAY:NASDAQ - booked losses 4 of the past 4 quarters. Sales of around $300 million for the past 12 months. Current market cap of around $1 billion.
CSII:NASDAQ - booked losses 5 of the past 5 quarters. Sales of around $148 million for the past 12 months. Current market cap of around $960 million.
ELGX:NADAQ - booked losses 3 of the past 4 quarters. Sales of around $140 million for the past 12 months. Current market cap of around $750 million.
LDRH :NASDAQ - booked losses 5 of the past 5 quarters. Sales of around $125 million for the past 12 months. Current market cap of around $890 million.
What each of the above companies has in common with Muscle Pharm is that they have experienced a series of quarterly losses while growing their top-line sales. And in most instances, Wall Street has rewarded their sales growth effort with a relatively high price/sales multiples.
With continued sales growth, I expect that the investment community will assign an ever increasing sales multiple to Muscle Pharm (for market cap valuation purposes).
As always, simply my opinion.
MSLP
What StreamTrack has in common with Google...
In the late 1990s, Google was born and began to capture market share from the already established search engines and search directory services (Yahoo!, AltaVista, Looksmart, Lycos, etc). But even after Google had captured a significant percent of the total search volume, they had heap of eyeballs but relatively little revenue. And as we know from the dotcom bust of the 90s, eyeballs without 'monetization' is a sure recipe for failure.
Wall Street uses the term 'monetization' as a fancy way of saying 'figuring out a way to generate significant revenue' from the activities of a corporation. It was Google's monetization of the search eyeballs via Google adwords and the resulting 'sponsored ads' that has driven the investment community to assign Google a value of more than one-third of a trillion dollars (> $350 billion market cap).
In some ways, internet radio has created a similar opportunity. And here's what I mean by that. In the days where radio was simply an audio medium, monetization could only be achieved though audio commercials. By StreamTrack allowing for an additional source of monetization via visual sponsored ads (and various interactive elements), it has added additional dimensions to revenue generation.
In addition to the video ads, StreamTrack offers various ways for the listener/user to interact with the application, providing the listener with an opportunity to earn additional points while listening to the radio station(s).
As we know, more and more TV programs are becoming interactive (incorporating twitter feeds and real-time questions/surveys) during the broadcast. Doesn't that sort of validate StreamTrack's interactive approach to monetization.
It would not surprise me if we saw a huge run here. As always, simply my opinion.
STTK
Thanks fuego10. If the listener base begins to gain traction, and total listening-hours begin to grow exponentially, STTK could end up being one of the OTC greats of 2015.
Awesome post Odessa, must read imo.....
What StreamTrack has in common with Google...
In the late 1990s, Google was born and began to capture market share from the already established search engines and search directory services (Yahoo!, AltaVista, Looksmart, Lycos, etc). But even after Google had captured a significant percent of the total search volume, they had heap of eyeballs but relatively little revenue. And as we know from the dotcom bust of the 90s, eyeballs without 'monetization' is a sure recipe for failure.
Wall Street uses the term 'monetization' as a fancy way of saying 'figuring out a way to generate significant revenue' from the activities of a corporation. It was Google's monetization of the search eyeballs via Google adwords and the resulting 'sponsored ads' that has driven the investment community to assign Google a value of more than one-third of a trillion dollars (> $350 billion market cap).
In some ways, internet radio has created a similar opportunity. And here's what I mean by that. In the days where radio was simply an audio medium, monetization could only be achieved though audio commercials. By StreamTrack allowing for an additional source of monetization via visual sponsored ads (and various interactive elements), it has added additional dimensions to revenue generation.
In addition to the video ads, StreamTrack offers various ways for the listener/user to interact with the application, providing the listener with an opportunity to earn additional points while listening to the radio station(s).
As we know, more and more TV programs are becoming interactive (incorporating twitter feeds and real-time questions/surveys) during the broadcast. Doesn't that sort of validate StreamTrack's interactive approach to monetization.
It would not surprise me if we saw a huge run here. As always, simply my opinion.
STTK
You could be right, but with the MA(50) at .0008, I don't want to take that chance. I have more dry power available in the event that you are correct and this continues to slide downward.
Probably so, but its the wrong time to buy. There's more downside before the upside. Count on it.
Just added more at .001. Pandora is worth nearly $4 billion. IMO, there is much upside from this level for StreamTrack...
STTK
IMO, the VOIS ear mounted hands-free controller could create a revolution in gaming. As was pointed out during a recent CNBC interview, the world currently expects a clunky, bulky, uncomfortable helmet type device to enjoy mind driven gaming. If VOIS can truly deliver with the accuracy and comfort on their final production version of this ear-mounted controller device, I think this company can scale quickly, and become extremely valuable. Additionally, the application of mind-controlled devices goes far beyond the gaming industry.
As one indication of demand within the innovative controller category, more than 24 million units of the Xbox Kinect motion controller have been sold.
If Mind Solutions Inc. (VOIS) could eventually sell just one million units of their ear-mounted mind controller, that would likely equate to more than $125 million in wholesale revenue. But the reality is that the number sold could be one tenth of that (even 100k units), and we'd still likely see an exponential increase in the share price.
Experiments from several years ago have proven that simple primates can use mind control to accomplish tasks. So wouldn't it seem logical that people will be using these techniques to control video games in the near future? And at that point, button controllers (the current standard in the industry), could seem as ridiculously outdated as phones tethered to the wall. When the Mind Solutions Inc. finished product is available for distribution, the upside here could be tremendous. The applications for their small, ear-mounted controller device are endless.
Believe it or not, even monkeys have participated in experiments that use mind controlled devices (see below).
'Monkey Mind-Control Holds Promise for Paraplegics'
An excerpt from the article:
'But there’s a long way to go before these microchips help humans regain control of their limbs. The monkey experiment simply proved a concept, and the mind-controlled movements were very basic. In order to be useful for humans, they’ll need to achieve more complex fine motor control.'
Monkeys Control a Mechanical Arm With Their Thoughts ...
New York Times article:
'Monkeys Think, Moving Artificial Arm as Own' - excerpt:
'Two monkeys with tiny sensors in their brains have learned to control a mechanical arm with just their thoughts, using it to reach for and grab food and even to adjust for the size and stickiness of morsels when necessary, scientists reported on Wednesday.'
Here's a 2008 Video: Monkey uses brain to control a prosthetic arm - YouTube:
Thanks BigTimeWinner. You didn't miss episode 8... I created it, but released episode 9 first (because others here, earlier this evening, were referencing the Dewmar involvement with placing the Yellow Jacket product into Walmart.)
Here's a sneak peek at episode 8....
Nice work..did I miss episode 8 !!???
Sounds like they should call it TDA mobile psychic, since it predicted the green move (nearly perfectly) a day in advance (lol).
My TDA mobile showed a previous close of 53 so it showed red on the ticker lol
Nice return to green here today, Elcappy1.
I ain't selling shiiii! Way to go DEWM Team!!!
You made a very nice call of the severely oversold condition when it was in the low .004's, doebop. I've been following the timing of your calls on DEWM and you have been spot on.
$DEWM .005 !! Chart gonna do major breakout!
•••>Updated research on the Relaxation Beverage Market:
Relaxation in a can: the rise of the anti-energy drink
http://www.goodfood.com.au/good-food/drink/relaxation-in-a-can-the-rise-of-the-antienergy-drink-20141118-11p2go.html
Small excerpt from the article:
'There are drinks that claim to give us energy, improve our health and help us lose weight, and now a growing number of "functional beverages" promise to deliver a dose of tranquillity. Relaxation drinks, also called "anti-energy drinks", contain ingredients associated with stress reduction, such as chamomile, valerian and magnesium.'
US Energy Drinks Report:
http://www.businessinsider.com/relaxation-drinks-popularity-report-2014-9
Small excerpt from the article:
"Sales of relaxation drinks are booming. The drinks, which contain active ingredients like melatonin or l-theanine, have become popular because they are more of a novelty than caffeinated beverages like Monster Energy or Red Bull, according to a recent report by IBISWorld." The article goes on to state that "The relaxation drink industry is currently worth $152.9 million" and that there about 70 million Americans have sleep issues.
Relaxation Drinks - Beverages That Make You Calm
http://www.oprah.com/health/Relaxation-Drinks-Beverages-That-Make-You-Calm/1
Small excerpt from the article:
"Like liquid chill pills, these beverages promise to make you mellower in just a few sips. Three O staffers drank them for two weeks to see if they lived up to the hype."
11 Hottest Industries For Start-Ups: Relaxation Beverages
http://www.forbes.com/pictures/eglg45ffiid/relaxation-beverages/
Small excerpt from the article:
'Call it a backlash to the multitude of energy drinks brought to market over the past decade, relaxation drinks are beverages marketed for their relaxation or sleep-promoting properties. Established brands like DreamWater, have seen rapid growth, but IBIS says this isn’t a sure thing for new competitors: “Startups companies will need to attract the attention of potential buyers and win national contracts in order to monetize their success.”'
Competitor establishes that demand for relaxation drinks is growing:
BeBevCo Strikes Gold With Golden Beverage As Perfect Alignment For KOMA Unwind Relaxation Drink
http://www.prnewswire.com/news-releases/bebevco-strikes-gold-with-golden-beverage-as-perfect-alignment-for-koma-unwind-relaxation-drink-619187320.html
Growth in International demand for the sector:
Feel Good Drinks Maker PIPER Mulls Dubai IPO in Growth Push
http://blogs.wsj.com/middleeast/2014/10/20/feel-good-drinks-maker-piper-mulls-dubai-ipo-in-growth-push/
Small excerpt from article:
"The logic behind PIPER’s expansion strategy is simple: the global market for relaxation beverages is booming. According to research firm IBISWorld, the relaxation drink industry is currently worth $152.9 million with more than 450 types of drinks available, a number that could double in the next 10 years."
Wikipedia: Relaxation Drinks
http://en.wikipedia.org/wiki/Relaxation_drink
Small excerpt:
"Relaxation drinks are formulated to help reduce stress, anxiety, improve mind focus, promote better sleep. Relaxation drinks are the anti-energy drink which have spread to the US and have found a niche alongside energy drinks."
DEWM