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It looks like this is pre-release news probably coming from employees and other people who have gotten into the know that something of substance is coming: No other rationale will do. The Q2 filing is a must if we are to keep the Pink status in play and ready for uplisting. But I don't think that is what is driving this. This looks like contract buying ahead of a release. So with the price going up, everyone seems to be happy. Personally, I have factored in 300,000,000 shares in any estimates I have made. If there is a nice contract on Philly (I still think around $3 million is likely) that should provide a nice .10-.15 over a few days. If and when the 12-18 month projection comes out and if it is tied to numbers and a contract, we should be climbing to much bigger stock prices. I do believe this is just the beginning for all, but especially for those who have played this stock long. Playing long is very dangerous in pinky land, but if you play it right, you will be richer than your wildest imagination. It just rarely happens! So, Tivus, Be that ORCA! R3 Fry Guppy
See how nice I am playing!! R3
So let's look at the content of my statement versus the content of the supposition of what SP did with money. Mine is based upon a reasonable business assumption that the amount of the DT contract ($1.2 million for 480 or so rooms)multiplied slightly less than three times (the Philly Marriott hotel being 1408 rooms)would push a contract price to close to $3.5 million dollars. I took the conservative extrapolation of $3.2 million based upon reasonable assumptions of minimization of duplication of services on a larger job sight. Over four years, that would come to $66,666 per month in contract payments back to Tivus. Based upon 50% of the ad insertion revenue going to Philly Marriott (Let's use a very conservative $1.50, which is less than 1/2 of the minimal $3.50 per room per day estimate provided by Tivus) that pushes us out to $63,360 per month to Marriott and thus avilable to repay Tivus under the contract. Tivus, of course, should be receiving the other half of this revenue as per their business plan. There are of course frailties tied to these numbers (however I propose nothing like the frailties of supposing what SP is doing with a half million or so supposedly he took from the company!). So I wonder why Host called SP back to Maryland 4 months early to get this deal going? I wonder if they called him back to question what he was doing with that $500,000 some posters said he took? When all is said and done, I will gladly place the reasonableness of my projections as being much closer to fact that how Shiva screwed the company out of $1/2 million. I base my investment decisions upon those projected figures that are already in the market place and upon which people base business decisions daily. It's that simple.
Mark, like I said if you read my post, I freely admit posting over the top and stating things that weren't "facts" in favor of Tivus. It was my opinion, not a fact. Just like other's have bashed Tivus claiming they had facts. Ouch! It hurts when people play fast and loose with opinion and fact. That is why it is so important not to get the two mixed up. R3
I freely confess to posting over the top in support of Tivus just to show how silly things can get. Everyone is right within reason. It is so easy to go over the top in any direction that makes this ridiculous and pushes us past the Good Stuff that floats by us every day. I am not a mind reader, so I have no idea what SP thinks as he works on a daily basis, neither do I know if this new contract will be any amount and I don't know what SP spends his money on, jeans or silk suits! Likewise, neither does anyone else. Therefore:My Point!
I spent years of my life poking into people's criminal activity, and in my case, fraud was my chosen poison. When people state "facts" about things, believe me when I tell you it is their opinion about Tivus or SP. So be it. But don't call it what it isn't. So I am going to be pro Tivus because they have great relationships with some very fine people. I am pro Tivus because they have a cutting edge product. I am pro Tivus because SP stands before a CC and takes our questions without them being screened. I am pro Tivus because SH has had a bumpy road in getting out information, but he has always been polite and forthcoming to me personally. I am even pro Tivus because of their financial filings, which many, many pinks never perform. Everyone is welcome to their own opinions, but we aren't welcome to our own facts. Facts send people to prison, opinions just state the obvious: That's what I think.
I believe that Tivus will be an ORCA, the meanest, nastiest critter in the ocean. And I hope everyone prospers when the real numbers are released, and I hope that SP and SH and PM are sitting in their jeans in their La-z-boys when it hits! R3
No doubt about Tivus! It is a solid business that has rolled through tough times and is moving ahead far more aggressively than 99% of Pink Sheet stocks. The technology and timing of this company is spot on. With the hospitality industry needing revenue to grow and survive, Tivus gives it all for their business. It is right where they need to be and we will all be the better for it. R3
I also hear that the Philly contract with Tivus is $3.2 million and that the ad insertion technology when fully implemented, will pay the monthly contract price, thus making us all the more wealthy. Tivus is becoming an ORCA and gobbling up the Lnet competition, which is falling like a rock. R3
Everything is looking great for Tivus. Nothing but blue skies and big money contracts. I hear from Vegas that there will be another big contract added shortly (actually I hear before year's end) and it will be a stunner! Tivus is becoming an ORCA. R3
This week will find the filing of the 2nd quarter financials and probably the contract with Host Philly being available. That should add nicely to Tivus' bottom line. Millions of dollars on the way to add to this companies' net worth. We will all be wealthy by the time this one reaches it's full potential. To TIVUS be an ORCA. R3
Prove SP didn't use this money for the company. Put up or shut up.
That isn't proof, Mr. I only quote facts. Prove to me he didn't use it for the business. Put up or shut up. R3
I say all the money went to pay for Host Philly installation. Prove me wrong.
Amen Waggett! I am tired of these aspersions being thrown around without real proof, and believe me, I know proof over supposition.
R3
Monday the 2nd quarter will be filed. I suspect sometime during next week the Philly contract will come out. After all, Host called Tivus to Maryland, so they obviously knew what they were after, and I trust that Tivus also has visited this figure long before now. Now, as to the 12-18 month roll out, that depends on how many hotels and rooms. There must be a number of hotels because other wise there would be no reason for the proposal for completion in a time frame, i.e., they wanted to make sure Tivus could meet their time schedule. We shall see that later, IMO. R3 and Tivus, Be an ORCA.
By the way, I think that next week may be the final cheap stock week if the Philly is released. I've said $3-$3.5 million with a monthly payment over four years of $62,500. Check the ad revenue potential to pay this amount. No wonder they want this done. What do you think?
ID is absolutely right, and I do apologize for mis-refering what was Rainman/Oregon's posting about Shiva. ID, I am sorry for that. You get old and you forget who you are talking about. R3
Waggett, my concerns exactly. I am not trying to pick on ID, but I do like to stay up on posts that question our ceo's commitment and hence the credibility of the company. We just need to let everyone know that apparently there is no $500,000 give away to Shiva. Thanks to all. R3
Waggett, I am aware of that discussion, which I believed related to his salary of $178,000 or so. What I am trying to decipher is where the $500,000 enters into the discussion. I have gone to page 5 of the report and see no report of $500,000 going to Shiva. That is why I am confused. If Shiva got $500,000 it should show on the financials. Perhaps I just don't get it, but that is why I am trying to track down this charge. It seems to me that if we are going to post information relative to behavior of our ceo, it should be clear and concise so that everyone can see. So I just want to reiterate my request: Someone get to the report and point out where Shiva got $500,000 for his personal use, which is the charge leveled by ID. This concerns me and every investor on a number of levels and I just want to understand and sort out what is fact from fiction. GMHO. R3
ID says, "Wait, Shiva is knocking down a half mil a year off of our investment in this thing?? WTF is that all about?" I am merely trying to get verification on the financials. It is that simple. R3
I am aware of that. I want to know where the $500,000 is ID says Shiva got. R3
Exactly what page and what reference do you say he has this money. Please be specific because this is a long report and I don't have time to sort through this. Then we can all read your information.R3
Rainman, you posted it. Make it transparent. I don't want to take time chasing ghosts, so please just get really specific and transparent so we can all see the evidence you say is fact. I think that is appropriate. R3
Back up your post, Rainman. Knocking down a half-million. Where do you find this? R3
We need to listen to ourselves. "We love the openness of this company! This company is too open to certain people that ask questions! Is there a conspiracy in this to have a couple of people pump the board? We need more information about the 504's and convertible financing so someone ask them! No, wait, maybe they will play us in their grand conspiracy and the answers may come back through those 2 people! OOOOOOOOHHHHHHHHHH!
GIVE IT A REST. Really, there is way too much navel gazing going on, and way too much speculation that is contradictory and silly. Either ask the questions of Steve H. or quit bit_hing. Of course, when you get an answer, that will mean that maybe a 3rd person is a plant to pump the stock! Another conspiracy to push toxic financing. IT'S CALLED PENNY STOCKS! In this realm you gamble with myriad unknowns and you don't get Warren Buffet to manage your company. I prefer to think they are doing their best with very limited resources. DUH! R3
ID, do you know when they got DT money? It hasn't been accounted for on any financial report. Besides, I think that DT is five years at $1.2 million, and I don't think their payments begin until installation, which has not yet happened. GMHO. R3
My projection of the Philly contract amount is my projection, not Steve Haag's or Tivus. R3
Nathanial, I understand your reasoning and think you have a number of legitimate concerns. In this case, as I see it now, your conclusions seem to indicate conspiracy. There has to be a payoff in a conspiracy (at least in the minds of the conspirators, be that real or not) for your x plus y equals z to be true.
I took a little time today because I was not really fully understanding how the "free to customer" deal would work so that Tivus would gain income. Here is what Steve sent me and I want to say I appreciate his efforts and his response:
" This is a no-upfront cost to the hotel to HD IPTV infrastructure upgrade, including TVs. You’re right, somebody’s paying alright. On the collateral of the contract with a strong, Fortune 500 company even, we finance the install, the hotel begins paying us a monthly recurring fee, just as they would normally with a legacy system. Except, we are also generating ad revenue, the arbitrage between what we get paid and what we pay them significantly reduces their monthly recurring fee, up to and including a wash or profit.
It’s a real boom to property to make 1-3 dollars/day vs. 0.32/day typical in legacy VOD systems with no ad revenue.
It’s shifting of costs, our unique technology, and the addition of significant ad-insertion revenue that makes this so possible, and hence so attractive to the cash-strapped hospitality industry.
Let me know If I have explained this, if not, write back ASAP."
He answered my concerns quickly and with details. What it did tell me also is that this coming contract at Philly is probably going to be between $3-3.5 million. You can borrow on the debt market up to 80% of this contract: $2.4-2.8 million of immediate and liquid capital; debt capital, not equity capital. When this contract occurs, Tivus will have their 1st (maybe 2nd if DT shows up in the second quarter financials) real operating capital that is NOT equity based. They can pay interest on this financing, but they will have MONEY to operate on. Nathanial, what I am saying is that for the last year they have had little or nothing other than equity capital to run this company. YOU ARE RIGHT, IF THAT CONTINUES, WE ARE IN TROUBLE. That is why I think we need to wait for 30 days or so to see exactly what the contract holds and how that will help propel this company forward.
Auditing cost big bucks. I suspect the change in firms was purely financial. Hiring cpa's is expensive and costs money. I think they are walking a very fine line here that we will either appreciate or not within the next 30 days. As contracts come in (and we know that Host wants a 12-18 month plan for numerous other hotels) it will only get better for Tivus, and for us. Don't forget that as this company grows, according to their business plan, we are in the weeds right now. More and more revenue will come with contracts and the ability to potentially buy back shares will be a possibility. So for right now, I am not overwhelmed with this OS or AS as, as others have said, this is actually pretty low in pinky land. This may not do a thing for you, Nathanial, but I think your questions are largely answered in one phrase: shortage of money causes you to do what you have to do get the job done. I believe this company will move beyond this shortly. GLTU and may Tivu be an ORCA! R3 Fry Guppy
If you look at the 1st quarter, you will see that the company was in debt a couple of million $'s. I expect that to be substantially more in Q2. We can expect Tivus' financials to look glum for at least the next quarter into the end of the fiscal year. I do expect the company to be in the black in 2012 by Q2. So we have a year of weathering bad financials, but not disastrous financials. If Host Philly is a nice contract, and if there is an indication of substantially larger contract(s) coming soon, the share price should begin to rise. Share price should forecast a future, not the current reality for investing. What Host gives us when done is CREDIBILITY with the Fortune 500 companies. I think that the next year is the rubber year, and when ad insertion takes off and more and more contracts come in, this may be one of the best long term penny stock plays ever. I am trying to be patient, but it is hard. Penny stocks are almost always for the short. We shall see. Tivus, BE AN ORCA! R3 Fry Guppy
I wouldn't be too excited about Q2 report. It is going to show much of what has already been shown, debt and equity financing. The only other wrinkle is what was asked of Steve during the CC: where will the DT money show up on the accounting and how is that figured in to the mix. I hope that Steve highlights where that money is counted in to the overall picture.
R3
These are great discussions and serve to point out there are different legitimate points of view. One is the player of good odds and smaller returns, but minimizes any loss potential while playing on the bank's money. The other is the gambler who believes the company has a big strike potential and is playing for the kill. It all has to do with 1. goals 2. tolerance for loss and risk. Both are legitimate. I am older, have other income that is stable and secure, and this is my "killer" money in penny stocks. Believe me, if you can't afford the loss, DON'T PLAY PENNY STOCKS!! I have never lost in a penny, but I have always done a ton of DD and been fortunate in putting money in the right companies. In three years I have only played 2, including Tivu. The other one turned big money, but then sunk like a rock. This company is far better and has a much broader future (2 years or so depending on competition). So, I am rolling the dice at my age. Won't miss the loss, but would enjoy the killing. It's all about goals and risk tolerance. Both are legitimate. R3 Fry Guppy and TIVUS, BE AN ORCA!!!
I went back this a.m. and re-listened to the CC. I think that the run up over .02 was an indication of how this stock can move, but it also reflects a negative view of penny stocks. "Show me the money" is the phrase for all penny's, and while everyone was very forthcoming in this CC, we still have to get this contract inked and reported. There is much we do not know: How many hotels, and therefore how many rooms? Does this contract just take in Marriott premium properties, or more, or less? A five year contract would indicate more than one hotel (Philly for sure), but how many more? Is it $30 million a year for five years, or is it $3 million a year for five years?
All of this is to say that the devil is in the details, and that is why this share price is just simmering around .01. If it is a weak contract that just covers Philly, that will be fine, but a disappointment. If it is a strong contract covering many millions of dollars then Tivus should move up well out of this sub-penny argument that we have been going through. If it is strong, there is no reason for Tivus to not be at a dollar by year's end IF we get filings, uplistings, and strong and multiple contracts. We are year's away from big revenue, but the potential in this revenue is long lasting and growing. People who don't think this can be a $10 stock are goofy, IMHO. But it will not be tomorrow. R3 Fry Guppy Tivus, be an ORCA!
I am not sure how fast Tivu will get to multiple dollars per share, but it will get there IF they land contracts, the NOC gets up and running, and no other tech jumps into the fray that puts them in second place. Let's face it, the latter is more likely to happen at some point. Let's hope it is TIVUS developing and refining their own systems. Again, to all new, check the cash flow charts on the ad insertion revenue. How far would you like to stretch this out. Price per share is always based on future projections based on sales and product. Seeing this company with revenue of over $1 billion within the next five years is very possible. It's all in the numbers. GLTA. R3
Five year contract for let's say $30 million annually, converts about 12000 rooms per year. Someone run the numbers on the ad insertion estimates once the NOC is up and running. I am hoping for .05 earnings per share with a 15-20 p/e multiple for 2011. I am still shooting for that $1 by year's end, but it will be a heck of a lot higher than now, that's for sure. I think the 2nd quarter financials should clear up where we are with DT, and there will be another few contract announcement by year's end. So I am not in the slightest bit concerned right now. Converts are still irritating as you know what, but they will be done with sooner than later. R3 fry guppy
What we know about Tivu is that there is a five year, multi-million $ contract to be formally announced. That is great and we are now out of pre-revenue and moving ahead. Five years would indicate to me that the contract will cover several hotels a year, perhaps most of the Host stable of premier properties. I would be adding before this is made public. R3
I believe Tivus is on top of these filings, IMHO. R3
If we sit around and watch this until it hatches, it will drive you crazy!! All the pumping going on is silly. The real key is the 5 year contract with Host announcing how many millions Philly is worth, and getting DT in Ohama reported and clarified. BTW isn't today second quarter filing deadline? If we miss these critical reporting dates we will strain at a gnat and swallow a fly. Let's stay on our game plan and let the market take care of the market. Tivus is just fine as long as all the above comes online. R3 Fry Guppy
Here is something we all need to keep our eyes open for; short sellers run up and dump. Tivus will be very open to this type of attack, and everyone needs to watch carefully for a fast run up over the next few weeks. The thing that can kill a short attack is announcements of revenue on contracts, which we hope Tivu will announce asap.
This week, we definately need Q2 filing. We don't need another "yield" sign up to slow progress. It would be great, also, if the last two years get filed by early Fall. These along with contract specifics (and get the DT $1.2 million deal clarified for what quarter it will be claimed in and under what category!) for Host first few hotels will be great. I don't see how Philly can come in for under $3 million, but could be surprised depending on what is included.
I so expect some nice upward movement in sp this week. R3
Give me some of the details about Lodgenet because their share price is falling like a rock. What I heard Shiva say on the CC was that there are some proprietary relationships that can be established between some Starwood hotels and Tivus. Tell me about the cloud specifically and I will take it to tivus for explanation. They will respond. GLTA. R3
Dig this; in a year Tivus should be turning $6,387,500 per annum on a crumby 5000 rooms @ $3.50 with noc. Here is the power and why Tivus is so much bigger than just these current contracts. R3
With investment houses buying this company, any buy in at this point is a great, great deal. This tech and company is ready to launch and those who have been long are going to see wonderful financial rewards. R3
This week could prove to be a very good week. Tivus, even with its struggles, has dropped way below market pps value. I have been stunned, but did take advantage to add while it was sub penney. I have encouraged others to keep adding, even as this moves through the penny increments because this stock is a great, great value. The true valuation at this point, with Tivus meeting it's financials (I hope they are busting a hump this weekend getting that filing ready to go in on time) seems far closer to .20-.30. Short and long term this is a winner like few others. R3 Fry Guppy.