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I am sure they will first do an 8k...which is "public"... placing notice of filing on their website, "public"...
Posting on a company's website would be "public" to all.
Orders are not filled by time, if placed before the open. Since BB technically are not traded before the open, they are filled on price/quantity first (technically) when the market opens.
Obviously higher bid gets hit first, but if I place 100 shares at $1 and you place 1000 shares at $1 after me, you will be filled first.
Sometimes you will see withing the same MM clearing trades of stock within the same brokerage ...where they have a sell order for 1000 shares at $1 and a buy order for 1000 shares at $1...and they complete the trade and then show the swap. You are sitting there with an order to sell 2000, but someone got filled for less number of share...probably internal
some brokers servicing clients "personally" will get an order..."I want 10,000 shares up to $2." They will buy all over the lot under or up in smaller increments ... then show a trade when it hits $2..."10,000 shares at $2" and will charge a commission equal to the difference.
Your welcome...but Van's the Man...I just express my findings in a different way.
I was fortunate enough to have a 1 on 1 for 20 minutes with CEO after presentation...clarifications of presentation were helpful...especially "launches"...each one will be significant on its own.
There might be a misconception, and I could tell by the vibs of some at the presentation, that the "launch" of G2 was over a 12 month period. Not true. The other launches are just embellishments of the initial launch...tweaks for different segments (eg. licensing format to large sites, Advertising Platform)
The "launch" will be before end of October. IMHO. It could be as early as Oct. 15 ... (dont get caught with your pants down trying to time it "in and out" for a few pennies)
And I would not expect some gizzilion dollar announcement (but I have no insight either way)...it is a build out and up ... rev's will grow. Slow and steady...imho
I don't know, but others think so. I cant confirm or disagree
Interesting conversation with CEO at presentation today. He was NOT the huge seller...in fact he has only sold to cover tax liabilities for share paid as compensation...He is a real holder with the SPIHF business opportunity.
Just because a MM shows 1900 shares, it does not mean that is all they are holding for sale. MM with BB stocks do not have to show their "entire hand"...
So if a Sabby wants to sell at a particular price and has 100,000 shares to sell ...they could ask the MM to show 1900 shares on the ASK at a particular price and let it sit until buyer eat through it.
Clarifications re: DSNY presentation today
1. The "Cloud Offering" (referred to as "Web Developers" clipstream platform *) was represented as "to be" launched "within" this quarter, which ends Nov 30th. But that it will be before and is expected by mid-October but before end of October. (*...but little gem...Steve expects Advertisers to being using the Web Developers platform, the the cloud offering, before specialized platform for Advertisers is completed)
In short..Clipstream is going to be released before end of quarter, revenues will commence upon launch, and it will ramp up with more users/adopters.
2. Steve checked with NASDAQ compliance...closing below $2 on occasion will not disqualify for uplisting, which with $3m in cash on books, DNSY would qualify by end of November. They don't have the cash right now, since they are spending it on marketing and development, but it can be gotten easily without dilution to shareholders.
3. Confusion with "launches"...several "launches"...each individual launch having potential revenue alone which could make DSNY self-sustained company with huge multiple expansion without the others.
In other words, the Clipstream launch in October will be a significant event whether or not the market (and retail) understands it or not. The "customer" companies will understand it. Revenues will ramp up. Eventually the market will get it, if they don't right away.
"The problem will not be demand...the challenge we must plan for and address is be too much demand."
Some thoughts....
When a customer (web developers/advertisers) puts their videos on "clipstream" platform, Amazon will be DNSY's hosting service for those streaming videos...(DSNY COULD ALSO BUY THEIR OWN SERVERS AND DO THEIR OWN HOSTING...but not necessary or cost effective yet without ramping up volume)...
If Clipstream saves "users" 90% bandwidth...how much could it save Amazon...hosting Netflix streaming videos?
Does Amazon know about what clipstream and what it can and will be doing? "Does a bear poop in the woods?"
Would Amazon want to partner with DSNY, increase their margins by saving 90% bandwidth putting Amazon customers (Netflix and others) on Clipstream? How much can DSNY save Netflix without Amazon? Would Netflix want to break-away from AMZN and benefit from the savings?
If I were Amazon it would be a "no-brainer". If I were NFLX it would be "no-brainer" Just IMHO
If I were DSNY...I would not give AMZN "the Milk" ... I would make them buy "the Cow". And in the meantime ... I think I would give Amazon a pacifier...and let them salvate.
competition is a good thing.
On selling pressure from S(H)ABBY...and why they are not "holding"
Its Simple...within "Retail" participants in the market we have "Daytraders" and "Investors"
...Daytraders buy or sell to chip and scalp for pennies and nickles.
...Investors buy right and hold for greater multiple returns (esp. for new disruptive technologies...think original investors in MSFT, AAPL, many biotechs, etc. when they were puppies).
Many daytraders take large positions on "symbols" based upon technicals. THEY KNOW SYMBOLS, not companies, not even names of companies or what their business is. THEY COULD CARE LESS...they are extremely short term. When a SYMBOL runs out of juice they can't scalp anymore ... they move to the next one.
Investors understand the fundamental of a company, its management, its technology/IP etc., what will drive revenue and profitability. They understand why their investment should reap great multiple returns. Along the way they watch the company's stock go up and down, they might add and monitor their premises and performance of the company. If their premises remain they stay in for the huge payoff.
In private equity/ hedge fund financing...you have "Daytraders" and "Investors"
S(h)abby is THE "Daytrader" of Hedge Funds Lending. They are one of the top Piranhas of Lending to micro-caps. They are not company friendly, they are immediate term "narcarists". Once they made their "rich" deal, time was ticking to scalp it.
I would not be surprised that they have forgotten what XXII even does. They could care less. They look at volume and price and their position and immediately take advantage of the company and stockholders.
They have their eyes out for the next victim. Because the quicker they make their huge returns the quicker they can roll over into the next victim(s). 1 becomes 2, 2 becomes 4, 4 becomes 8. BUT on occasion they do get burned and crash and burn on an investment.
I inquired, a short time ago, about financing for another company with the Managing Partner of a prominent Private Equity in small/mid-cap area. He said, "J..., you don't want to borrow money from us. You would be better off going to a loan shark, but if you have to, we will look to either quickly rape your guys or take them over with our terms".
They look for eventually 8..."investors" look for eventually 100. Who is smarter? We will find out. If and when XXII hits, we will have to go back and calculate how much S(h)abby left on the table.
The quicker S(h)abby sells out the happier everyone will be.
Hopefully management has gotten a bit more savvy on who they will do their debt/equity financing with(if any) in the future...and Hopefully none will be needed and we will be holding a PM, BTI, RAI, etc stock's after a deal is done.
Its Simple...within "Retail" participants we have "Daytraders" and "Investors"
...daytraders buy or sell to chip and scalp for pennies and nickles.
...investors buy right and hold for greater multiple returns.
Many daytraders take large positions on "symbols" based upon technicals. THEY KNOW SYMBOLS, not companies, not even names of companies or what their business is. THEY COULD CARE LESS...they are extremely short term. When a SYMBOL runs out of juice they can't scalp anymore ... they move to the next one.
Investors understand the fundamental of a company, its management, its technology/IP etc., what will drive revenue and profitability. They understand why their investment should reap great multiple returns. Along the way they watch the company's stock go up and down, they might add and monitor their premises and performance of the company. If their premises remain they stay in for the huge payoff.
In private equity/ hedge fund financing...you have "Daytraders" and "Investors"
S(h)abby is THE "Daytrader" of Hedge Funds Lending. They are one of the top Piranhas of Lending to micro-caps. They are not company friendly, they are immediate term "narcarists". Once they made their "rich" deal, time was ticking to scalp it.
I would not be surprised that they have forgotten what XXII even does. They could care less. They look at volume and price and their position and immediately take advantage of the company and stockholders.
They have their eyes out for the next victim. Because the quicker they make their huge returns the quicker they can roll over into the next victim(s). 1 becomes 2, 2 becomes 4, 4 becomes 8. BUT on occasion they do get burned and crash and burn on an investment.
They look for eventually 8..."investors" look for eventually 100. Who is smarter? We will find out. If and when XXII hits, we will have to go back and calculate how much S(h)abby left on the table.
I inquired, a short time ago, about financing for another company with the Managing Partner of a prominent Private Equity in small/mid-cap area. He said, "J..., you don't want to borrow money from us. You would be better off going to a loan shark, but if you have to, we will look to either quickly rape your guys or take them over with our terms"
The quicker S(h)abby sells out the happier everyone will be.
Hopefully management has gotten a bit more savvy on who they do their debt/equity financing with in the future...and Hopefully none will be needed and we will be holding a PM, BTI, RAI, etc stock's after a deal is done.
my guess...expand their footprint...thereby increasing revenues
look forward to seeing you there.
What might be equally interesting is OVRL presenting at same time 1:25 pm and no doubt going to be all about SPIHF.
It is being done for me... but been to DSNY presentations before... but not recently
Slyestjester...its not about "advertising dollars"...its about subscription and or use fees with both DSNY and SPIHF.
DSNY's "users" are the "Content Providers" who wish to TRANSMIT their content via cloud from the browser to all devices (mobile or desktop or HDTV) without consideration of players (which it bypasses). They will transcode their content into G2 format once and ALL USERS of the Content will get streaming from the cloud without the need for RETAIL CONSUMER to "buy" an application to do so. It is the content provider's cost, and the content provider pays DSNY. It is potentially Universal Access (limited by the content provider) to content once transcoded...think NFLX, GOOG(youtube), AAPL, FB etc. think Streaming videos / streaming advertising.
SPIHF...the "user" of Glassware is the individual consumer who must buy (lease per subscription) to use the Glassware platform. The program they download on their mobile device gives them same functionality to manipulate the content (if they are also subscribers to the cloud program/content) as they would have on desktop access to cloud programs. The Consumer pays for the platform and downloads it onto its mobile device. Therefor it is "limited" access to only those who are subscribers to Glassware AND subscribers (either individually or via their company) to the Content (program they wish to operate in the cloud)....The consumer (or consumer's company) pays for it (vs. DSNY where Content Provider is paying for platform (G2)use giving consumer access to content in the cloud). ...more SAAS, think programs with data to manipulate in the cloud from mobile device. CRM/ORACLE/CA etc. Apparently video use also...but ONLY TO THOSE WHO SUBSCRIBE to GLASSWARE...(vs. DSNY CONTENT AVAILABLE TO ALL DEVICES once Content is formatted, but must be a subscriber to the content provider e.g. Netflix.)
SPIHF..."mimics" what DSNY can do for video streaming...if you are a subscriber to Glassware,without all the functionality of DSNY.
DSNY is infinitely more robust and universal once video content is transcoded; the full universal solution for video. DSNY has nothing to do with "program" manipulation on the cloud by a consumer from the mobile device. That is SPIHF's forte.
ps. Expect to be at conference on 26th. Do not expect to learn more than above, except timing of launch imho. There may be hints of "demand" (i hope)
Seeking Alpha article on MOBIQUITY ties into AAPL's new focus "iBeacon" opting for Bluetooth mobile device solutions for retail advertising and commerce transactions and...dropping NFC
this will put a big hurt into NFC...and huge boost for MOBQ, the sweet spot of retail bricks and mortar advertising via Mobile Devices
http://gigaom.com/2013/09/10/with-ibeacon-apple-is-going-to-dump-on-nfc-and-embrace-the-internet-of-things/
Very Good article from Seeking Alpha...on Mobiquity being a "Game Changer"...
http://seekingalpha.com/article/1700612-ace-marketing-promotions-a-game-changing-technology-stock?source=yahoo
GOOD MOVE...now the company can market itself properly and to where its strength in the future will be...
cost of doing business...still very high margins...
and notice "assessment allocated to each state....NOT ASSESSED IF SHIPPING OUT OF U.S. TO FOREIGN COUNTIES
significant endorsement of XXII... Best Management Team in the industry...assembled
Certainly this will increase revenue once they have contracts to fulfill which are more sustaining then what they have in place.
Having a third party fulfilling contracts is a non-event from a revenue/margin perspective.
Manufacturing and Private labeling for large foreign tobacco companies could be significant...since THEY (depending on country) can advertise VLN and make XXII a real operating company.
doesn't matter...it is the general principal or phenomena that transcends time..
its human nature...he is observing not a quirk because of something new on the scene
I got it...extremely enlightening re: adoption of trends and tipping point
would like to see XXII close today above 1.20 ...would be very bullish
yes...they are all set up to break out...the first two on both technicals and fundamentals and the last on fundamentals...
the interesting point about the announcement is that they appear to be a month away from revenue...and it would appear that they are ready to be reviewed by tech analysts ... which means PR and more awareness of company and stock...beyond current investor base
That 500k share trade @ $1.05 had to be an arranged sale ...probably Sabby...letting someone know they wanted to unload 500k shares and negotiated $1.05...
If a seller places an order to sell "all or nothing" @ 1.05...then only an order at the bid price and share quantity (500k shares) would get filled...everyone else who had a bid in for 1.05 or above would be disregarded, unless of course there were other orders at the Bid for 500k at or above 1.05...which there obviously weren't.
It was a non-event...except that it showed there was a strong buyer ready to step in for the company...imho
They might be streaming on several devices or all devices...but must transcode a version for each device and accommodate numerous players of each device and new ones going forward...
DNSY is the plumbing for them to transcode once and one copy in G2 and stream to all devices without regard to players or settings. Bandwidth savings of 90%, transcoding costs savings, better security by not downloading onto device...etc etc..etc. (beside other added value features of Clipstream G2
Industry wide savings on transcoding costs alone could be $1B.
Agree...last one for me Commonsense....let the moderator take them ALL off..
Jon Stewart...explains the obvious: "a fumbling president falls into a solution by a fumbling secretary of state..." all by accident, not by design..."Putin fills the leadership gap"
http://www.thedailyshow.com/watch/tue-september-10-2013/middle-eastern-promises---blue-bombs
Petemantx...that 500k share trade @ $1.05 had to be an arranged sale ...probably Sabby...letting someone know they wanted to unload 500k shares and negotiated $1.05...
If a seller places an order to sell "all or nothing" @ 1.05...then only an order at the bid of 500k shares would get filled...everyone else above 1.05 would be disregarded unless there were orders for 500k above 1.05...which there weren't.
It was a non-event...except that it showed there was a strong buyer ready to step in for the company...imho
oh...ok Also Ameritrade, Thinkorswim and Scottrade...fine with gray market
although no options until at least listed on nasdaq and sufficient vol for MM to make options market...maybe in a year if it continues to go up and meets revenue, asset and cash requirements...
Its hard to be less than complimentary on either DSNY or SPIHF...but I would not make a bet on SPIHF necessarily being taken over before DSNY...
IMHO...DSNY could have been taken over already...but it won't be given away. For best price, it does not have to build revenue...it just has to show proof of concept on CLIPSTREAM and working in the real world. Release should be in Mid-October. Operating well at that time, Clipstream will be a major target for the obvious beneficiaries.
SPIHF...is in a similar position IMHO...neck in neck...but I would give a slight edge to DSNY...those who need it are testing it from what I read from the tea leaves...
valuable to whom? hummm
Video growing at 50% per annum...somebody big would pay up big in the arena imho
all stocks (and stock price) will be affected by failure...but DSNY has other revenue streams which are proven, generating positive cash flow, no debt and no need for financing operation...(unless they choose to)...
IMHO DSNY is priced right now without G2 in the equation.
SPIHF...cant do what DSNY does...for video streaming of Content from Provider...without regard to device streaming to, and
DSNY ... cant do what SPIHF can do ...for mobile devices to give access to and operate programs in the cloud.
One way to look at the difference between SPIHF and DSNY
Earth...............................Browser..............................Cloud
SPIHF>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>Third Party Program
(platform resides here)
Glass Platform operates on device side of Browser…from the mobile device...accessing program in the cloud
“GLASS”…. accesses THIRD PARTY PROGRAM on the cloud, from all Mobile device. App give mobile device same manipulation of program capabilities as Desktops now afford on the cloud.
Glass Platform (APP) is on the Mobile device….giving it access to and running of data program in the cloud as a Desktop would. Right now there is a problem...mobile devices cant operate programs in the cloud.
Earth...............................Browser..............................Cloud
DSNY<<<<<<<<<<Browser becomes the "Player" <<<<<<<<Streams Video from the Cloud (Platform in Cloud/Content)
"G2" Platform operates on the Cloud side in Browser…not on the device and permits content to stream from cloud.
“Clipstream G2”… the formatted video streams from the cloud via browser which acts as the player (vs. players on each devices) eliminating the need to have a player on a device (desktop or mobile) and therefore eliminates the need for formatting each video (content) to each type of device…format once in G2 and done
1. Eliminating need for “players” on devices,
2. Transcoding content for every device
3. Actually “streaming” (viewing in the cloud) provides for additional security by eliminating downloading of foreign content.
4. Reducing bandwidth requirement
5. Reduces storage requirements on Mobile device, since viewing in the cloud, not from a version downloaded on the device…
Think NFLX or GOOG (Youtube) and their savings…and reaching every device regardless of device hardware.
a little "Take-out" before the brake-out?
no question...but the buying in very strong and telling IMHO