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Hi Allie,
Some questions for the list... thanks for doing this.
1. Is the later release of the autospreader a strategic business move or is it due to development/testing delays?
2. Are software demos still occurring at Spooz? If so, about how many traders come per week? Are most of them new, or are they attendees of previous demos looking to learn more?
3. Can members of the ihub board be of more help the company in any way? i.e., with IR, etc.
4. If Spooz had a theme song, what would it be?*
*I think we should include one humorous question each week.
Interesting spooztoolz discussion @
http://www.fattail.org/viewtopic.php?id=272
not much, but definitely interesting... this site seems to have a lot of skilled traders
I also recall reading on this board that Paul said advertising in magazines was on pause for a while. I don't know if that means we aren't paying Trungdale right now, but that's how I interpreted it.
I'll try and dig this info up.
peace,
gbathat
11/29/2007 12:35 pm
Autospreader in May- Sorry if I missed this info, but does anyone know if there a strategic reason for the later release of the autospreader module, or is it more in a developmental stage than the others?
Thanks,
Gbathat
excellent idea
First, thanks for attending, reporting, and even photographing! We all owe you bigtime!
How did the audience seem to respond to spzi compared to other companies, in your opinion?
Did 141 come up in any conversations?
How many business cards did Paul get?
How were the reactions to the demos?
Were the attendees saavy enough to understand the complexities and advantages of spooztoolz?
How was attendance/traffic at the spzi booth compared to other booths?
Did anyone say anthing to you about spzi who didn't know about it before the presentation?
Okay, I'm sure these won't be the only ones you get. Feel free to take the fifth as needed!
Thanks again!
gbathat
afterhours trade for 100K at $0.0085
http://investorshub.advfn.com/boards/quotes.asp?ticker=SPZI
I liked the presentation. I like the emphasis on the people of the company. Unfortunately for us, this was clearly not a shareholder update presentation.
Nice shoutout to the ihub board... it will be interesting to see if new faces show up as a result.
I liked hearing some of the very positive reviews/feedback about STv2. I don't think I've seen/heard many of them before.
A little bummed about the change in profit projections, but they still look pretty good... gotta love profit margins over 50% in the future.
Just based on STv2, I'd put us at about 4 cents towards the end of spring/early summer. Throw some swarm/141 profits into the mix and we might be looking pretty good.
Profitability in eight months... nice.
What's everyone's take on the "not looking for money" issue? I think it sounds good in the short term. How and why will they be looking for money in ~March? Is that the advertising issue discussed recently?
From here on out though, it will be harder and harder for me to accept delays. I am definitely long though regardless.
Remember, we still don't know what the quiet period is/was all about. There's still so much we don't know. It is frustrating.
peace, Gbathat
repost- thanks wildman
Audio & slide link ....
http://tinyurl.com/2sqxfa
Hello all,
I have not heard the presentation yet... just glanced through the slides. Looks pretty simple.
I love the fact that we get a picture of profit margins with STv2. I've been wondering about that for a while. Looks like the pm goes up with time, which makes sense. Sure, 120 million in 4 yrs is not what we were expecting, but those are some pretty nice profit margins at that point.
Also, just doing some quick calcs... looks like they estimated revenues of about $250-300 per customer. I imagine that has to be a bit conservative for the initial phases when they're targeting the bigboys who will probably buy the add-on toys.
What was that "Z package" option? is that new? Maybe Paul talked about it.
Okay, dinner time. I'll check out the presentation after that!
Gbathat
Posted by: alliecorp
In reply to: None
Date:10/17/2007 1:30:44 PM
Post #of 32980
See the Spooz Webcast Presentation at the VAlueRich Expo
- 10/16/2007
http://www.spooz.com/press_details.aspx?ContentID=114
To view a webcast of the Spooz Presentation at the ValueRich Expo register at http://www.visualwebcaster.com/ValueRich/42896/reg.html
Spooz will be presenting at 2:50 on October 18. The webcast will be available for 90 days after the Expo.
gm bird and all-
Today's the day!! It will be interesting indeed to get an updated overview of SPZI. I hope we see some high volume in days and weeks ahead. With good news and high volume, it will be hard to hold us down much longer.
Have a good one folks.
Gbathat
Hey Wing,
Is it just the presentation slots that are full? Or are the attendee slots full as well?
Thanks sir,
Gbathat
$5200 in two years... jmo.
I agree Bird. Updated revenue projections with some concrete evidence to support the logic they're based on will be welcome news. Also, we might get updates with regards to the timeline for STv2, etc. Even if the pps doesn't rocket, it will help us and the general investor community estimate the current and future value the company.
I disagree with wordplay's logic about a lag before the any potential pps boosts. The presentation will be online for all to see, not just those at the expo. I'm sure there are many out there watching spooz who are almost as eager as us to see the presentation.
have a good day all.
peace,
gbathat
Glad to hear that Wing-thanks. Hope you're having a good night... as for me, I'm about to catch some zzzz's.
Gbathat
In my opinion, revenue projections would need to be a part of a presentation in this setting. While there will be many financial experts in the audience, I doubt spzi will expect them to calculate value in their heads as they watch the presentation. These people will want to hear numbers on target market, expected market share, associated revenues, profit margins- the works. It is a business expo after all, not a trading software expo. Therefore, I expect the presentation to focus on the business aspects of spooz. Inherent to such a presentation would be aspects of the STv2 and SWARM superiority, which I'm sure will get some big money coming to the booth later for demos. I think it is definitely a win-win at this expo for spzi- potential investors and potential clients.
either way, though, your point is correct... serious investors will be present;)
wing,
thanks for your insights.
I think some qualified people avoid the gate fee... according to the pr
"Unlike many small-cap conferences, the ValueRich Small-Cap Financial Expo is the only one of its kind to offer qualified buy-side Wall Street professionals free admission and unlimited access throughout the day to all company leadership."
gbathat
I don’t expect a pop from the expo alone, but I wouldn’t be surprised if it happens either. We are going to get a picture of where the company is going, and hopefully, that will include updated revenue projections. If they are even remotely on course in terms of their previous revenue projections, then the pps will pop as word gets out. And if it doesn’t- no worries. I’m just looking forward to hearing about the progress of spzi. We can all access the video, right?
repost on 504 financing
Allie,
In order for Spooz to engage in any additional 504 financing there are two criteria: 1) the company would need to increase the authorized shares, or, reverse split the stock to provide adequate shares to offer under 504; and, 2) the company would be required to wait until October before any additional 504 financing could occur as per the exemption from registration provided for under Regulation D of the Securities Act of 1934.
I can assure you that Spooz is not contemplating increasing the authorized shares, is in no way considering a reverse-split of its common stock, and will not engage in any further 504 financing.
I hope this may help alleviate any fears our shareholders may have regarding these issues. Please feel free to share this information with our loyal shareholders if you wish.
Best Regards,
Paul D. Strickland, Jr.
Chief Executive Officer
Spooz, Inc.
312-379-3166
312-223-0110 Fax
The secret to profitable investing is to buy into well-run companies at the beginning of their earnings growth cycle—before Wall Street takes notice and bids up the stock price.
My opinions are my own. You have to decide and do what's best for you.
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repost regarding end of 504 financing
Posted by: wing_walker
In reply to: alliecorp who wrote msg# 14966
Date: 6/13/2007 8:10:59 PM
Post #
Allie, I recieved essentially the same info
From Paul on my 504 question to him this morning. And let me just say, anyone that has doubted Paul's word will be eating large amounts of crow starting tomorrow.
The email;
Good morning gentlemen,
Wing: In light of the additional 100+m shares that were just added to the O/S, is there any information you can share that would help offset the negativity and fear on the boards?
Paul: "I think I can. This was the last of the $200K of 504 financing we disclosed at the shareholders meeting. There will be news tomorrow that Spooz has completed all 504 financing (we have reached our $1 million limit) and that the authorized shares will not be increased. All that happened here is that we did exactly what we said we were going to do.
And there was this response to my "shoot now, take names later" question. Just shows the Man plays well :)
Wing: I suspect at current volume levels, in conjunction with investor concern, it will take some time for the market to digest and absorb the additional shares brought out, In the meantime the pps and confidence slides. It seemed after the S/H meeting we were building momentum on confidence and anticipation but it all evaporates rather quickly when people, right or wrong feel they have not had enough information available to them. Most were under the impression from the S/H meeting that the 504’s were nearly done. I think the number given out was something like “around $200k” that needed to be finished and it is believed that more then enough shares have been sold since the meeting. Now because the 504’s keep coming, some think they have been misled.
Paul: "They haven’t".
Based on Paul's previous comments, I don't think spzi needs anymore financing. I think the expo participation is mainly to attract Wall Street's attention to the stock.
The PR coming before then should clarify their intentions I hope.
http://www.fattail.org/p3890-2007-09-15-08:18:11.html
potentially interesting dialogue about spooztoolz developing here... pumpers please let it develop;)
i agree Capn
OT: Testing 1, 2, 3...
New around here?
Please check out the Ibox above for a wealth of dd regarding Spooz. The mods here have done a great job in linking important ihub posts in the ibox, so you don't have to go sorting through the entire message board. Please ask any questions that you may have, and we'll do our best to answer.
good luck.
well, for starters, it took the spooz investor community here quite a while just to digest the last pr's. I don't think anyone who hasn't followed the company closely sees the value yet.
141 website facelift??
http://www.141capital.com/
Birdito, is this site updated? I think you were saying it needed a facelift before.
gotta love the daily track record that will be posted!!
peace,
gbathat
but yes, when considering spzi's overall profit margin, i don't think our board has come up with a concrete estimate.
most software companies have a pm of 0.28 or so, but a lot of their operating expenses are tied to advertising costs. Because spzi has a very targeted market and will be partnering with so many big partners that will in a sense eliminate the need for much of the advertising, I imagine the profit margins associated with STv2 should be much higher. One thing I have little grasp on is how much the educational/customer support components will be for STv2.
peace,
gbathat
bird, good question
it should probably be closer to 1 for the 141-associated revenues, since they (141) incur all the operating costs. I imagine there will be some minor oversight costs in dealing with these licensing companies, so that will probably detract from the spzi profit a bit.
just my opinions/guesses
please note i have not yet considered the scenario #3 of buying spzi, holding until 141 goes public, then selling spzi and buying 141... that one gets really complicated, but I will do my best to address it later. If anyone beats me to it, I certainly won't complain;)
okay, back to work i go... hope everyone has a great weekend.
buying more spzi vs buying 141
thanks for the reminder gmenfan! I meant to put some numbers together for this...
Okay, let's pretend I have 10 grand to invest in spzi or 141 right now (how I wish that were true!). Hmmm, how to decide...
First, I need to make a whole bunch of assumptions.
1. Spzi owns 33% of the 141 o/s (a slightly conservative assumption based on Allie's estimate from her dd).
2. 141 projects that it will make 10 mil in net profit in its first year
3. Any increase in value of 141 shares can be translated as revenue for spzi because they own 120 million shares
Scenario 1: I buy 1,000,000 shares of spzi with my 10 grand (at the current bargain price of a penny per share)
In the not so distant future, 141 goes public with an estimated o/s of 360 million shares- thus, based on assumption 2, the earnings per share would be .027, and with P/E of 10, would give a $0.27 per share (that would be sweet!!). This is a high share price, and it will be set initially by the private investors' valuation of the company (edited: and the negotiating between them and 141- either way, the market should shortly reflect the value of the company after it goes public).
In this situation, spooz would get revs from 7% of SWARM net profits (~ $1 mil, since 141 would net 10 mil, though I don't know what the profit margin will be for 141), plus $0.27 times 120,000,000 shares = $32,000,000.
$33 mil revs for spzi, divided by 1.5 bil o/s, multiplied by a profit margin of 0.8 and a P/E of 10 (both estimates), yields a pps increase for spzi of $0.176... that would be sweet.
So my 10 g's invested in spzi would give me $166,000- just based on 141 associated revenues.
Now the key question is- can the increasing 141 share value be considered sustainable revenue, thus truly impacting the valuation of spzi shares. I say yes, because I believe 141's revenues will continue to grow by the very nature of the business. As their capital to trade increases, their revenues will increase.
Okay, SCENARIO #2-
I hold my 10 g's until 141 shares are available for public purchase. What will the 141 share price be at that point? I think it will already reflect the 141 revenue projections and associated valuation of the company by private investors who get the first crack at the shares. Based on assumption #2, this could be $0.27 cents, but let's say the private investors get a heck of a deal and are willing to sell shares for 1/10th of that price, thus enabling me to buy 400,000 shares.
If the 141 pps shoots up to $0.27 right away, then I make $97,200. However, I think this scenario is very unlikely. 141 is not going to sell for such a low price to private investors, and even if they did, the private investors would likely not sell for such a low price based on their own valuations of the company.
So for me, the answer is to buy spzi. Especially since this comparison only considered spzi's 141-associated revenues.
-------------------------
Now someone responded to one of my previous posts that playing spzi in the short term makes sense since the 141 share price will add considerably to spzi value in the short term. However, I think 141 will continue to grow at a high rate for a long time, and if the share structure stays in tact, which it should since they'll probably be profiting out of the gate, it will enhance spzi value tremendously.
all my opinions on a very complicated topic, and any logical criticism is encouraged for the benefit of the board.
i am not a financial expert, or anything close, so do not base your investment decisions on my opinions and assumptions.
good luck to all.
gbathat
Hi Song,
I think the 450 mil quote came out of the shareholders meeting.
An important note that many don't realize at first (including myself) is that this was a projection of revenue RATE in December of '08. I don't think spooz was expecting at that time to bring in 450 mil in '08, just that this would be there revenue rate at the end of the year.
Also, so much has happened since then that if might be inappropriate to set our expectations based on these numbers. Hopefully new numbers will come out in the form of a PR once these STv2 deals get hammered out.
Take care,
gbathat
Snow, I disagree with the devil, on more than this issue:D
If we get some big deals upfront, that is going to provide much needed cash for building up customer support that will better enable the immediate-future high revenue spooz. These deals will give them more money for less support (once customization is done), which will be important in the first phases in terms of accelerated growth.
In addition, this post by martingale made me dance because if big companies are paying lots of cash upfront for customization of a trading software, I bet they are absolutely in love with it and already planning to use it for a long time with a lot of employees. Now that is some of the best "news" we could ask for...
I don't know about you all, but I now have to get even more shares!
just my opinions. good luck to all.
(edited) good question!!
in my opinion, no way!!
if you sell spzi now and buy 141 later, you miss out on any pps boost to spzi resulting from the 141 ipo.
if you wait til after that boost and then sell spzi, then buy 141 with that money, you might make a little extra but I don't think it would be much at all.
yes, the spzi o/s is much bigger, but we own probably near 33% of the 141. Now combine that with the fact that you would benefit from two P/E ratios by owning spooz...
I'll try to put up some numbers this weekend to see what you all think, but my gut tells me Paul crafted this carefully to make sure spzi owners will not jump ship.
just my opinions, to be continued...
peace
gbathat
Peeved,
I imagine the lack of news/updates regarding STv2 has held a few buyers at bay. I'm all for an update on STv2, but I don't think that it's a bad thing the way news is being "paced". It took me all week to fully digest those last two PR's, and I think they still have a few calories left that I have not gotten to...
With regards to the release, I think there must be some sort of release occurring.
See http://investorshub.advfn.com/boards/read_msg.asp?message_id=23435191
and also, FedFunz posted on the elite trader board that beta-testing was occurring in small circles.
I don't know what kind of scales and associated revenues this type of testing would involve. My guess is that someone doing beta-testing wouldn't be charged full price for the usage during that period. However, my hope is that the software is so attractive that people who have seen the demos are willing to pay full price for the beta-version and provide feedback for making it better.
Time will tell.
In the only PR about spooz revenues, earlier this year, it stated the share price increases would be revenue-based. While a lot has happened since then, I imagine a lot of sideline superstars are waiting for some concrete numbers. If I'm Joe investor with a decent amount of cash and many stocks in play, I would probably wait to pounce too, because if the revenue projections continue to be as good as they stated in the past, there is a whole lot of climbing to do. Sure, they won't make the absolute killing that all of us will (10000% or so;), but they'll still make money.
just my opinions. good luck.
gbathat
fyi, first name is Darryl, not Dennis
Darryl Dennis – Chief Marketing Officer and Director
Darryl Dennis has over 20 years of successful executive level marketing and business management with five international companies. In 1997, Mr. Dennis’ development of the B2B online market platform, thevirtualmarket.com, received recognition by Microsoft as one of the top three e-commerce sites for 1997. As Vice President of Marketing for publicly traded Centrack International, a B2B heavy equipment portal, the company grew to a $900,000,000 online e-marketplace in less than 18 months, plus achieved the most successful online equipment auction in its industry for 1999.
As VP of Marketing for CommerNet, Mr. Dennis developed the highest revenue generating web portal infrastructures available in the trade publication and trade association markets. Mr. Dennis was also COO/CMO of DeLight Industries for over 10 years and grew the regional consumer products company to international stature with 1600 dealers in seven countries.
Jenny Garner, those projections were based on the only info we have available regarding SWARM performance (July 19 PR). If that's too unrealistic for you, fine. You should note that the $1mil input value is the most conservative aspect of those projections. If we change that to $2 million input, and cut the % return in half, we get the same outcome, and so on.
Comparing that July PR to current industry leaders is exactly why you should be excited, not ripping this stock.
Thanks for sharing your opinion in such a warm and friendly way, as usual.
gbat