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Nice analysis Rick. Still don't know how one determines if sales are strong or not without waiting on Q1 numbers in May.
Would be nice to get some color (real$$) earlier than wait, during which time share price drift.
IP alone is worth multiples of that. Just need a partner deal on COAG or real progress with MIDS and we are there.
Company should be able to limp along on MIDS Partner payments until then.
CEO choosing not to dilute shareholders. Class move.
Good luck all longs
DK
You got your $.03.
Let's see if it holds ...
Yet another (sixth) customer and development agreement announced. This one focused primarily on massive Chinese market.
Another iron in fire. This company is on brink of commercialization and when first of announced share price should retrace to $17-$19 pre Skyworks announcement and then some. Company mature well beyond its Skyworks courtship.
Good luck all longs
DK
"GOLETA, Calif.--(BUSINESS WIRE)--
Resonant Inc. (RESN), a developer of software tools, intellectual property and design services targeted on filters for radio frequency, or RF, front-ends, or RFFE, that specializes in delivering designs for difficult bands and complex requirements, today announced it has signed a new joint development agreement with another leading RFFE component vendor.
The agreement encompasses the development of Resonant’s second complex filter that is specifically focused on the support of the Time Division Duplex (TDD) requirements of the Chinese market, and is also the second engagement with a company that doesn’t own its own fab. Utilizing Resonant’s Infinite Synthesized Network (ISN) platform enables cost-effective designs for the challenge represented by LTE bands in China crowded next to existing WiFi and Bluetooth spectrum with only narrow guardbands. This co-existence issue requires both high rejection to neighboring potential interference and high power capability to maximize coverage. This agreement will enable the customer to evaluate Resonant’s ISN platform and services team’s ability to design and partner with a third party fab to deliver this TDD filter. Upfront payments and milestone payments have been agreed upon, but will not be disclosed due to the confidential nature of such agreements.
“This represents our sixth customer to sign a development agreement with us, and is the second TDD filter focused on the massive Chinese market,” said Terry Lingren, CEO and Co-Founder of Resonant. “Additionally, the agreement demonstrates how we are leveraging the fabless model to enter the rapidly growing RFFE market by designing and manufacturing in close cooperation with one of our existing foundry partners, which we believe will provide this customer a significant competitive advantage. The more we deliver our evolving capabilities to customers in these fast developing technological and geographic markets, the larger the market opportunity for Resonant becomes, as we move toward commercialization.”"
Shareholder update letter just released this AM from Quantum.
Significant progress being made.
Good luck all longs
DK
"Quantum Energy, Inc. Shareholder Update
TEMPE, AZ–(Marketwired – Dec 14, 2016) – Refinery and energy processing developer Quantum Energy, Inc. ( OTC PINK : QEGY ) issued the following shareholder update on recent corporate activities for the Dominion Energy Processing Group, Inc. (DEPGI) refinery development project in Stoughton, Saskatchewan:
“As the Stoughton Project moves toward realization, we want to acknowledge the tremendous support of all our stakeholders. We have received valuable input into the project design basis that enables us to utilize modern technologies to address regional supply shortfalls of critical petroleum products. We fully recognize the need to mitigate supply risks to the region and to be flexible enough to support niche products such as jet fuel,” said Keith Stemler, CEO of DEPGI.
As a result, key project design variables will also include the following:
CO2 recapture to limit greenhouse emissions and to support long-term tertiary recovery for EOR within the Canadian Bakken/Torquay region.
The development of an 85MW steam driven co-generation power plant that will not emit atmospheric CO2.
Variable control system that will enable the plant to modulate between varieties of commodity products.
DEPGI is in the process of finalizing its feedstock agreement(s) and is actively in discussions for long-term product off-take. “Once we conclude our front and back end agreements, Quantum Energy, Inc. / DEPGI will seek to finalize its project equity and debt participation,” said Stan Wilson, Chairman and CEO of Quantum Energy, Inc.
For project specific inquiries, contact:
Keith Stemler, CEO DEPGI, info@dominionenergyca.com
Peter Nilsen, Middle Market Resources, LLC, info@midmarketresources.com"
Shareholder letter from CEO Andy Heyward just released stating
"THE BIG NEWS TO SHARE IS THAT EARLY SALES ARE STRONG ACROSS ALL CATEGORIES."
Referring to SpacePOP merchandise. Not sure how that metric was determined but unfortunately we'll just need to take his word for it but won't really know what that means in terms of real revenue generation until Q1 reports in May 2017.
It's better than silence or bad news about SpacePOP merchandise.
For sure.
Good luck all longs
DK
They're running on fumes. But the milestone cash infusions from Partner should keep them alive until MIDS or COAG deal develops.
But until then (especially during tax loss selling) share price crap shoot.
Thought you might have had something more concrete
Agreed. Patience required. But whole heartedly agree.
It's going to happen.
And the market they're grabbing is multi billion.
Based on what exactly?
Another agreement announced today for a quad-plexer. Very good news. With this many development irons in the fire a major licensing deal is eminent.
It's no longer a question of "if" but when. Based on the last CC we would expect a deal to be signed early Q1 which next Q is just a few weeks away.
Good luck all patient longs. It's been a crap road from $17 to $2 but company is executing and commercialization near.
DK
We already answered this. Trump and EPA cant touch California Clean Air initiatives and certainly cant touch Canadian Clean Air legislation. As a resident of SoCal and recent voter in election all measures on ballot FOR a cleaner environment passed. Period. Californias won't let their oil rich shores and lands pollute neighboring citizens. We've already lived through terrible pollution of the 70s and aren't going back. These two areas are where CLIR primarily focused. TX is crap shoot only if EPA somehow decides clean air and water for other states not important. Is it for you?
Are Trump and his EPA appointee Scott Pruitt that stupid? Yes, but will the general public allow it?
When disenfranchised Rust Belt voters realize Trumps' cabinet and he himself put the rich and corporate interests first and not the welfare of all Americans (especially "left behind" Rust Belt factory workers) through simply things like clean air and water, then they'll realize the grave mistake they've made.
Look at who he's appointed thus far. All support this hypothesis. Middle and low class lose.
Why do you think stock market exploding? They know this is a rich get richer future ... the Market is smarter than you or me.
Now Trump in talks with Andrew Pudzer as Labor Secretary? He's outspoken critic of raising minimum wage. Again, middle and low class lose.
No. 2 on list of 10 not bad. Not bad at all.
Don't know by what metric they got No. 2 but it's a lot better than No. 9!
Nice find Rick.
Go SpacePOP.
Thx Rick. Thought you mentioned a way to track inventory via the web. But I must have recalled improperly.
Thx again.
Nice find. Seems a popular and positive review. 95% viewers thumbs up.
Rick. Have you a method for tracking sales of SpacePOP products in stores? You mentioned something about toys r us.
Once finance overhang removed we move north. Until then, we're stuck.
Dude. Don't know what your angle is but the 10/25/16 $1.25B acquisition was a purchase. S-4 is crystal clear.
Later 1.09B shares acquired 11/2/16 as credit debenture, a Converted Note dated January 2013 in the amount of $150,000 plus interest into shares at $0.00018. S-4 is crystal clear.
Facts are facts.
Cycleman. Not true and you know it. SEC Form 4 clearly states Pickett purchased 1.25B shares of common stock for $125,000. It was a cash transaction. It's indisputable.
Later 1.09B shares were acquired as credit debenture, a Converted Note dated January 2013 in the amount of $150,000 plus interest into shares at $0.00018.
Facts are facts.
How you interpret what they mean about the future potential of the company or what the CEO thinks the future potential of the company, is up to investors.
Well. You got your wish. About $500,000 in stock traded hands today thus far on very high volume.
Very strange intraday volume.
You too BigBaboon. Happy Belated Thanksgiving.
Many things to be thankful for. Even if this stock is in the tank.
This +20M viewer additional reach is consistent with what Andy recently outlined in shareholder update call. Look for them to add another +20M through a Dish Network deal. Last piece Andy mentioned was a pending DirectTV deal adding another 20M viewers. 80M+ viewers in total. 3/4 of the entire 120M viewer base in the US.
As a side, Llama Llama will be produced in 20 languages and expected to be distributed to multiple countries.
It's all good. I feel the same way about SWET. Family member swore it was a gem so we invested heavily. Still not dead yet but a terrible investment thus far.
Just terrible.
Oh well thank God for diversification.
And there's still a very small chance it comes back to life. Every time I write CEO he says "progress being made" with the latest response being "I believe"
Go figure. But it's been a dog of a stock.
Rick. Are you an investor in POW Entertainment?
Yes. On the call Andy mentioned a "Murders Row distribution partners Toys R Us, Walmart, Kohls" and believe he mentioned others but don't have those in my notes.
Regardless. Interesting times for GBI. Personally don't like SpacePOP but Llama Llama is going to be special.
Agreed. SpacePOP and TV channel revenue should be able to cover their $1.5M per Q burn. Maybe.
Crap part is we just won't know until they report Q1.
But also suspect Andy will alert shareholders well in advance if SpacePOP is selling well.
Rick. On royalty side. Andy started call with mention of Strawberry Shortcake saying "$5B merchandise sales created $250M in license royalties" A (5%) royalty "over 5 years" ($50M/yr)
You sure of 10% licensing fee? Perhaps 10% on wholesale is 5% retail?
Would make sense.
Guys. Settle down. Shelf is simply an announcement that they could issue shares (for whatever means necessary, "corp uses", IP, etc) if they need to. Not that they will now.
"A shelf registration statement is a filing with the SEC to register a public offering, usually where there is no present intention to immediately sell all the securities being registered. A shelf registration statement permits multiple offerings based on the same registration. "
No doubt a reason for shelf and could be seen as yellow flag. But not entirely unexpected given all Andy is proposing.
Agree don't see substantial revenue until Q12017 when SpacePOP retail sales record. SpacePOP "tracking better than" Monster High or My Little Pony should be interesting.
Also expect increased TV channel Q42016 revenue as viewers go from 22M to 40M to 60M with Dish distribution. Nobody knows that potential. Nobody.
Am unclear how $5M advance from Netflix works but believe intent covers Llama Llama development costs, which we know is happening as we speak. Andy mentioned "beautiful" animation quality on call.
Point being don't think Llama Llama production costs adversely effect balance sheet due to advance. Unsure.
What phone number and ID number did you use if you don't mind? Number I have didn't work for some reason.
Thx
Rick. You're right. Comcast. Got my facts crossed.
Hope you get chance to listen to call. Most encouraging. Only discouraging part was just one question from an analyst. Past calls have had more questions and answers which I often find juicy stuff.
Think you have time too. But exciting stuff going on regardless.
DK
Listened to it live. Then later in evening tried to listen to recorded version but password (at the time) was "invalid". Might be working today.
Was very thorough overview of company, probably same pitch he's been given "new" investors on his 10 city tour. But perfect for investors new to GBI story.
Of course Andy stressed how many of the seven or so properties (SpacePOP, Llama Llama, Rainbow Warriors, etc) each have potential to become "billion dollar" properties. He's right and has seen it. Question is are any of these properties worthy?
Perhaps. Personally think yes. One. Maybe two.
Key takeaways for me were:
1. Question in Q+A had to do with revenue from SpacePOP (in stores Dec 1) and Andy's reply was revenue would be recorded in Q1 2017, not Q4 2016. So we won't know retail sales numbers until May 2017 or so when they report.
2. He was super upbeat that SpacePOP has been "tracking higher and better than Monster High" and other main competitor in space (forget who that was but wrote it down). Don't know what "tracking" is but must be methodology for predicting retail sales interest.
3. Expanded film deck from 200 to 410 1/2 hr episodes and $250K per number, and increased base value of company as a result
4. Thorough and detailed overview of each property with most unexpected enthusiasm for Rainbow Warriors. He sounded like star team assembled behind that property is going to hit it out of park. Scent factor expects to be huge hit. They think they have that one dialed in.
5. Currently reaching 40 million viewers through Viacom TV. Expect to expand that to 80 million very soon. Total US TV market 110 million. So reaching 3 of 4 US households with content. Grabbing just 1% of Nick, Disney, Cartoon Net market share would be huge for GBI. And they feel they have the quality content and outreach capabilities to grab more than that. He was very excited about the TV channel.
6. And Netflix of course with Llama Llama. Q3 2017 for Llama Llama revenue. Personally think Llama Llama will be one of their biggest successes. Andy just sampled some of the animation earlier in week and said it was "beautiful". Jennifer Gardner not only to be voice of lead but will sing theme song.
There were a bunch of other great tid bits in there but best to just hear it yourselves.
Sounds like basis for some great entertainment in future for a variety of different age and user groups.
Only need one property to take hold and this small $25M market cap company skyrockets in value.
Three years of building the blocks to get there. Now they're in execution mode and NASDAQ listed.
Good luck all longs
DK
Rick. Wondering if you listened? And if so heard what I thought Andy say that they've expanded their film deck from 200 to 410, 1/2 hr episodes. And that the baseline "value of a company like theirs is in their film deck," and that the value of each was roughly $250K
By that metric alone the baseline company value leaped from $50M to $102+M.
End of day market cap was just under $25M
What am I missing?
Based on recent 10-Q filed "The Partner has prospectively agreed to fund a Phase 2 development of our MIDS" This means more payments may be forthcoming after Phase 1 payments end end of Q1 2017 (March)
Current cost reduction measures by Tom Barr allow slower operations burn and within budget restrictions of phase 1 payments.
Thank you Tom for cutting costs and not diluting shareholders.
Only takes one interested Partner in COAG and this is back to $.07-$.10. More depending on nature of deal.
Good luck patient longs
DK
So if a product retails for $20 and wholesales for $5. GBI takes home $.50 on that?
Seems more dilution today. About 11%. See new Form S-3
"Common Stock to be outstanding after the offering 148,763,738"
Thanks. I guess we could ask ourselves next week. GBI to hold a corporate update conference call Tuesday, November 22, 2016 at 4:15 pm ET.
Rick. Any sense of the type of licensing royalty GBI might get on a unit sold like this? Having a terrible time understanding their revenue model.
Makes sense. Hopefully more buyers than sellers. It touched $8 briefly. Strange.
I'd imagine this 10 day tour combined with news of NASDAQ uplisting will bolster interest. Q3 results will be telling. Must be showing some more meaningful revenue but perhaps still too early. Andy referred to revenue report in the newsletter.
You still on the sidelines? Just wondering.
Strange action on GNUSD today.
Rick (or anyone) what do you make of it?
Andy is currently on the road touring and selling the company as an investment, apparently.
Thoughts?
This is for you Patentminer ...
"Today, I launch a ten city road show to meet with a broad array of institutional investors to introduce them to Genius Brands, and to tell our story."
-Heyward
Perhaps it feels a little later than we hoped but it seems the timing with the reverse split and NASDAQ uplist and institutional buyer potential is all intentional.
Good luck all longs.
DK
We chose our time to make our NASDAQ application thoughtfully, because of strong commerce and events of value creation occurring now in Genius Brands, and we have much good news to share associated with the reverse stock split and the planned move now to a national exchange.
-Heyward
Short seller linked SA article released publicly yesterday (days earlier to subscribers) always seems to knock price town.
Will change direction next week when company reports business progress after close Monday.
Energous has many irons in fire. Solids facts from company management will quiet shorts and fear they spread to manipulate.
Hasn't helped company elected to be quiet recently. Shorts love quiet.
Good luck all longs.
DK