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Exciting there has to be some sort of insider knowledge of the holdings for Bids like this
Trump guiding people to BROKERS like ehth will be like this from now on too
https://mobile.nytimes.com/2017/11/11/us/politics/obamacare-health-insurance-marketplace-agents.html?referer=https://www.google.com/
40s mate
https://www.washingtonpost.com/news/powerpost/paloma/the-health-202/2017/11/10/the-health-202-four-possible-explanations-for-the-shocking-obamacare-enrollment-figures/5a04720530fb045a2e002ecb/?utm_term=.3d2bbe75e649
. Maybe brokers are kicking butt.
Before the Obama administration instituted more restrictions on the role of private brokers, they’d helped enroll an estimated 40 to 50 percent of marketplace customers. In California, brokers accounted for 43 percent of new enrollments on the state’s Covered California exchange during the second year of enrollment.
The Trump administration reversed the crackdown in a rule last spring, allowing brokers to once again enroll people in marketplace plans through their own websites. This could lead to brokers filling a hole left by the administration’s refusal to promote the law.
EHealth, one of the largest online brokers licensed to sell marketplace plans in all 50 states, said the new rules allow the company to once again find it profitable to help people sign up for marketplace coverage.
“Web-based entities bring younger and healthier participants in the system,” the company’s CEO Scott Flanders told me. “So it's very healthy for the viability of ACA for web-based brokers to bring in a higher share of enrollees.”
Only 200m or so floating imo
Least of issue here....cant make profits streaming they don't own the delivery system.....internet providers will gouge them every step of the way....and so will content providers......terrible biz model.....nothing more than a DVD delivery mail service here
my back and forth this week
Understood, main takeaway seems to be Cisco claims a remarkable 34% cloud cost savings by running their Workload Manager. What usable metrics has Voosh supplied to Kaseya regarding real world savings using Veloxum? If Kaseya says to an MSP that Veloxum will lower its cloud costs by 34% sales will ramp just like Unigma is with Kaseya. Also, is Voosh/ABHI allowing an MSP to sublicense the product out, thus increasing revenues even more like with Unigma? Please read the following article on what they say about how it will be sold..every MSP $200k to $400k! I wonder what the Kaseya take is when an MSP resells it to their clients?
Note holders still selling 10s of millions per day for months now.....nobody understands why you are not getting a new note with a longer maturity to stop the current dilution? It would be nice for a PR with 1) how much convertible debt is left 2) what is with Bravtek Tweeting about Voosh with the Whitehouse and not hearing from you about it? 3) what is the business model for revenue with Kaseya, will there be sublicensing like Unigma is doing?
http://www.crn.com/news/managed-services/300084876/kaseya-unveils-public-cloud-management-tool-to-automate-tasks-save-msps-money.htm
?
Kaseya Unveils Public Cloud Management Tool To Automate ...
www.crn.com
Kaseya has debuted a public cloud management offering that helps MSPs simplify, automate and secure workloads around Amazon Web Services, Microsoft Azure and Google ...
--------------------------------------------------------------------------------
From: Kevin Cornell <kcornell@vooshtech.com>
Sent: Tuesday, November 7, 2017 6:44 PM
To: xxx
Subject: RE: ABHI Questions
Cisco’s approach is different from ours. They manage the workload by commissioning new virtual machines and deploying workloads evenly across the infrastructure. We work at a lower lever, similar to a plumber. We widen the pipes so the data can flow in greater, more consistent volumes.
Kevin Cornell
Chief Executive Officer
Voosh LLC
cell - (831) 252-1685
vooshtech.com
From: xxx[mailto:xxx@hotmail.com]
Sent: Monday, November 6, 2017 6:45 PM
To: Kevin Cornell
Subject: Re: ABHI Questions
Cisco Workload Optimization....Cisco notorious for stealing patents. Guessing Kaseya is going to want to compete against Cisco ASAP on this using Veloxum....cannot figure out why few details on use of Veloxum at Kaseya....seems like Cisco did a good job at explaining how valuable an asset ACO is..
https://www.cisco.com/c/dam/en/us/solutions/collateral/data-center-virtualization/one-enterprise-suite/solution-overview-c22-739078.pdf
“The Kaseya Technology Alliance Program strives to create meaningful partnerships that will enhance the VSA framework and further benefit our user community,” said Sergio Galindo, GM, Technology Alliance Partner Program, Kaseya. “Our TAP partners deliver innovative technologies that enable our users to leverage VSA to its fullest potential. We’re proud to work with some of the industry’s leading third-party solution providers, and welcome the addition of Voosh to our dynamic and growing ecosystem.”
this is just like CHRO from .0010 to .05 on low float injection of business.
IMO O/S only 100M here
yes, they joined forces in August
https://vooshtech.com/voosh-and-kaseya-sign-technology-alliance-partnership/
And Kaseya is on the market to buy 3 companies right now ahead of its own IPO
https://www.channele2e.com/news/kaseya-3-potential-acquisitions-boost-for-msps/
The last time Kaseya did a technology alliance was Unigma, which they bought just a few months after the alliance, and happened in May. Kaseya loves tech that automatically saves its clients money like what Voosh Does by tuning all IT
http://www.crn.com/news/managed-services/300084876/kaseya-unveils-public-cloud-management-tool-to-automate-tasks-save-msps-money.htm
holy chit dude 10k data centers in the fed gov...if Voosh gets this.....that would be like getting all 10k MSP clients of Kasey in 1 shot....and owuld be about $5M per month in rev and basically profit here
https://www.pcworld.com/article/3075284/hardware/us-government-agencies-are-still-using-windows-31-floppy-disks-and-1970s-computers.html
$80B tech budget annually did not figure it was that much...Voosh contract would support upwards of a $5M per month contract for Voosh with the Federal gov having over 10M endpoints
https://obamawhitehouse.archives.gov/sites/default/files/omb/assets/egov_docs/omb_presidents_it_budget_for_fy_2016_summary_chart.pdf
https://www.pbs.org/newshour/nation/government-wastes-billions-of-dollars-on-old-computers-report-says
ABHI buyout target Major source working details
https://www.channele2e.com/news/kaseya-3-potential-acquisitions-boost-for-msps/
nice video by Cisco....Kaseya needs to own ABHI period
https://www.cisco.com/c/en/us/products/servers-unified-computing/workload-optimization-manager/index.html#lightbox1
in fact, why else would Kaseya partner with Voosh in August, just 1 month after Cisco announced its ACO in july?!
Kaseya is going to buy ABHI...has too....
I talked to Kevin, they plan to get it into Traverse. Or have it integrated. Either way, I cannot believe that this tech is just going mainstream in the last 2 months. Cisco debuted its Workload Optimization in July. Kaseya is going to want to compete here and own the tech from ABHI. Cisco clearly lays out how this optimization saves 34% cost. How much will an MSP pay to lower their cost by $75,000 annually? $500 per month charge is a no brainer!
https://www.cisco.com/c/dam/en/us/solutions/collateral/data-center-virtualization/one-enterprise-suite/solution-overview-c22-739078.pdf
look at this Cisco just debuted its optimization with remediation, but its for servers only LOL...Voosh is way ahead of the curve...someone like Kaseya needs to own ABHI
http://www.channelpartnersonline.com/2017/09/21/cisco-debuts-intersight-for-ucs-hyperflex/2/
Cisco continuous optimization literally new era in computing starting now with this ACO stuff
http://m.marketwired.com/press-release/cisco-introduces-transformational-systems-management-platform-strategy-ucs-hyperflex-nasdaq-csco-2234558.htm
its confirmed
item 2
https://www.channele2e.com/5-things/5-channel-partner-updates-thursday-17-august-2017/
-------- Original message --------
From: Kevin Cornell <kcornell@vooshtech.com>
Date: 9/25/17 8:30 PM (GMT-05:00)
To: 'xxx' <xxx@hotmail.com>
Subject: RE: ABHI Questions
That’s the plan.
Kevin Cornell
Chief Executive Officer
Voosh LLC
cell - (831) 252-1685
vooshtech.com
From: xxx[mailto:xxxx@hotmail.com]
Sent: Monday, September 25, 2017 5:19 PM
To: Kevin Cornell
Subject: Re: ABHI Questions
Thank you, very significant opportunities appear likely. Good luck to us all. Traverse by Kaseya seems like a future gem for example, with a major Voosh presence within from reading/deducing. Other opportunities surely around the bend....Mark
That and pro forma accounting changes Starting Q4 which is now they have to report revenue based on the expected revenue of the lifetime of the Person who signed up so for example the probly do 60000 medicare sign UPS this quarter which they will report at 60 million revenue and their profit margin lifetime on it is about 60% so well have about 35 million profit there then on the under 65 I'm sure they will sign up 100000 which will be reported as probably about 30 million revenue and another 15 million profit
Many subsidized consumers here can add a gap plan via ehth to their high deductible plan DOUBLING commission for ehth. Healthcare.gov can't offer them. Big driver here. The subsidized plans are so low cost plenty of money for consumers to add extra protection they need.
EHTH look at 30 Call lottos for Nov and Dec IMO...major Medicare growth and new under 65 subsidized health sales.....big Investor Day next week with them....will see lots of upgrades to $30 to $35+ IMO
Do you know the status of a seo patent pending on the new website it says they have a patent pending
Please try to find out if the ACO API is embedded into traverse yet
What you think sales are going to be this quarter with kaseya ?
What does kaseya think. They could make 60m annually if they own Abhi
Inventor video out
All new website out let's start counting the revenue here
http://ambicom.com/home/
sales about to start here as voosh is in Traverse 9.5
http://blog.kaseya.com/blog/2017/08/21/hybrid-network-monitoring-leaps-forward-with-traverse-9-5/
many more funds will buy and why not
Here comes 30s
easy path to 1M Medicare and 1M non Medicare enrollees here annul rev $500M annual Profit $150M O/S 18M and shrinking because they can buy back stock coming forward
look hard at EHTH 30 calls Nov IMO...contract with Healthcare.gov out...9M subsidized can now buy through EHTH 8k
9M who buy health plans from Healthcare.gov being pushed to use EHTH!!!! 9 freaking MILLION!!! and this will happen each year now....