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+1 would love to hear answers to those two questions.
The March presentation said the exact same. In fact the entire presentation is the same minus updated stats on share price (down) insider ownership (up to 26%) and cash (down almost 50% to 850k - wonder what happens if revenues dont climb soon).
I do expect higher mpe rev this Q but imagine it wouldnt be much more than the high 5figs or low 6's.
This post was under appreciated today.
Whats with the p***er's on this board? Quality stuff.
Nope, freebies.
There will be a PR, that's how this company rolls. Hope it contains goodies.
I remember when 'modestly overweight' was 'yacht load'.
Sorry to see you go, you added value.
Perker, why would Moynihan sell into his China trip?
Perker you tantalizing yet mysterious beauty. I hope you are right on MSA happening so soon.
I say this as someone with no problems at all with your earlier posts (didn't take the bait) - thanks captain obvious.
thanks for this - you add a lot to the board and it's appreciated. did you get anything from Steve regarding his recent share purchases? CEO buying 160k on the open market is just unprecedented.
It was planned before the AGM - how easy would it be to say something generic like 'to facilitate future growth and marketing we may look to register a shelf etc etc'.
I have as much faith in management as the next guy so do not misunderstand my posts, however optically it is not great. Thus the hope there is a PR otherwise the ball was dropped IMO on communicating clearly with shareholders which has always been an absolute strong point from this leadership team. Hence my surprise at how this has come out of nowhere on Good Friday...
Its something that should be shared at an AGM when it is clearly in the works already - even if its for future or strategic use which it likely is. Thats why i assume (and hope) a PR hits on Monday.
You would have to think they will issue a PR on
Monday that accompanies the shelf. 45M is massive given the current market cap. Have to say releasing a week after AGM and on a holiday is stinky.
My thoughts; Steve wants web developers to test drive and validate the technology to generate some buzz before he shoots for a bigger fish.
No reason that we would be involved, all we do is submit audio fingerprints to shazam for their database. We dont generate sny revs from it either though it is a value add for our users. Believe steve said in the last conf call that it may encourage independents to use MPE as it can be hard for them to be included in shazam.
No kidding. Steve just picked up almost 150k shares - wow.
You are speculating as much as anyone else here - whether you speculate on potential success or potential problems, same thing. So no, obviously nobody is here to concretely address your speculated negativity nor have you concretely debunked anything that is believed to be possible by those with a more positive outlook. Keep spinning.
Board members here are truly fortunate that you are here looking out for them. Today, and since the beginning of the massive decline - which as you stated cost you 30k when it first began. I trust you heeded your own warnings and minimized your losses immediately after that post, which was a few dollars ago.
Also your wise predictions of future doom while the stock rose from the 2's to the 6's was kreskin like. Thank you for showing temperance amidst the euphoria. Oh wait, you posted exactly 0 times from feb24 to mar10 while that was occurring.
Thanks again for your revisionist hindsight. Truly helpful, I do expect to be thanking you again later for your services.
Thanks for your candor. In a twisted way it is nice to see that I wasn't alone in trying to fly a little too close to the sun - though sorry to hear you also got burnt. I still trust we will win in the long term though confidence is shaky right now.
Oink oink.
Yep, that's what I saw as well. Glad it seems to be incorrect, thanks for the updates all.
I'm seeing Chardan put out a sell recommendation today. Wtf?
For what it's worth, Steve says their expectation is to be above the minimum this quarter (starting March) and that they are quite happy with recent adoption. Also said we were above the minimum for UMG in the quarter before this one.
My big unknown is how quickly revs accelerate if we go above minimum.
I emailed Steve for clarification on that point.
He said Q2 (believe that Dec to Feb) is seasonally their worst quarter due to seasonality so we should expect the minimum. I noted this as well especially in December the deliveries slowed to a crawl. His point at ROTH was that even in a 'bad' Q they have the safety net of the minimum to fall back on.
He expects Q3 above the minimum and on recent success (deliveries being way up in March) he said they are quite happy with the adoption rate of late.
Hope this helps.
Yes he did. Conference was ok, same as usual but shorter. A few questions but nothing too interesting.
Please chime in with updates if you don't mind.
It would be almost crazy for mgmt not to consider a cash raise at these levels. I think we may see i happen. I know they said they dont NEED to raise funds, but if it would help expedite production and marketing, not to mention support RD on the green stuff, why not? May be best for long term appreciation - and out a floor on the share price. I held ONVO as it uplisted and they did the very same.
Maybe the best way for one of these big money funds that have been sniffing around the stock for months to buy in. Could be wrong but like i said, wouldnt surprise me one bit.
Correction, TTB permit granted. MSA as close to in the bag as it gets.
MSA is in the bag. Here we go!
Reynolds looking to buy Lorillard? We are in the back pocket of a monster in the making.
Thanks for sharing Dag.
How do you know this?
Laughable lack of DD on this 'competitor'. A quick review of the website makes it pretty clear this is not a competitor off DSNY. Just plain sloppy facts man.
It's not cross platform. Doesn't play on my iPhone...
Top right. Came up on my first try.
Guys, are you serious? PR goes out when there is news to report. It sounds like what is being suggested was to issue PRs to support/pump the stock price which is pretty much what Steve is being blasted for doing in the first place. Quite a vicious cycle.
There is fair blame to cast at DSNY but that's not it.
Interesting info this - "(for instance, they were waiting quite some time to get approval to put the ads in their own format on the web developers sites)"
Is that from Steve himself?
Hope you return for at least one more post - lots of investors believe as you do and would appreciate an update from the AGM but don't have the luxury of going. Hope you can provide us with updates. Cheers,
What about bandwidth costs? Presumably he would see more cost savings there, up to 90% is what Steve has said in the past. I wonder sometimes if the product is not needed, or if its just misunderstood.