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Like thr kaseya ceo....unigma was a kaseya partner just like Abhi until they bought them out for the auto cloud task.
Kaseya on an automated push
http://www.crn.com/news/managed-services/300084876/kaseya-unveils-public-cloud-management-tool-to-automate-tasks-save-msps-money.htm
i'm thinking $100M mc spec valuation....whatever the OS figure from there
ive concluded this is happening, its a upper tier merger coming in here with serious $$$$. highly sought after product as alternative to opioids....clinical grade is not cheap to produce....they seem to be a first to market mover of true clinical grade
automate everything....won't be long folks for THE move. Kaseya big conference this week in Europe...surely will talk about Voosh
https://www.kaseya.com/resources/best-practices/automate-everything
Hang in there
yup....Kaseya is beefing up its Traverse Monitoring product, which is based out of Boston MA. Its v9.5 just got released, which includes Voosh integrated into it. Why pay Voosh when they sell Traverse when they can just own 100% of Voosh.
Also, Voosh, signed a deal 6 months ago with ABHI to give ABHI 10% of rev, ramping to 30% in 3 years. I will guarantee that the recent changing of their mind to move Voosh into ABHI 100% has to do with the fact that Kaseya has contacted them to buyout and said we cannot buy you out if 10%-30% of rev is going to Ambicom. Guarantee they said put all of Voosh in ABHI in one place, then we can do business.
Look at the facts, what is the value of Voosh to Traverse? Voosh gets $30/year per endpoint managed. Kaseya/Traverse has 10M endpoints. In theory Kaseya could get $300M per year out of it. But, they won't charge $30 because of volume discounts, and not 100% will use/buy Traverse. With that said, Kaseya is quickly moving toward 20M endpoints. Say $20 per year per endpoint and 10% adoption, that is $40M per year in revenue and pure profit added to Kaseya annually. What if adoption goes to 15, 20, 30%? What if Kaseya goes to 30M endpoints?
Here is the big kicker....it seems like this Traverse Monitoring is now or soon to be its biggest item. It looks like 80% of the whole company works at the Traverse division of Kaseya. What if its more like 50% of customers have and will use Traverse? What about 75%? Then, you are talking massive numbers beyond what I am imagining.
At any rate this dilution is temporary, and they are better off converting the rest of what they have and holding. 10 cents here
finally figured it out....BOOM keep an eye on New England
https://www.linkedin.com/company/traverse-monitoring
look at this automation deal by insight just 5 months ago.
$165M and its just a startup and company is from 2007, same as Voosh. Voosh has been in Kaseya for 24 months in its VSA platform, and now is in its Traverse platform
https://techcrunch.com/2017/01/23/insight-ventures-invests-165-million-in-automated-testing-startup-tricentis/
Insight on board of Kaseya and this one as well
https://www.tricentis.com/about/board-of-directors/
I'm sure eventually the tech could drive that...often these things get bought by PE and held for a few years and then sold....PE in this case would be Insight Venture Partners via Kaseya..
https://techcrunch.com/2013/05/28/insight-venture-partners/
note holders better off converting and HOLDING here get 100x return instead of 2x
been trying to put it out all day . Kaseya is rumored to be buying 3 companies, ahead of a rumored IPO by Kaseya in late 2018.
why would they not try to own a tech in Voosh that is $30/year for every endpoint, of which Kaseya is now 10M+ endpoints.
look at what the third party source says, keep an eye on new England. well, Kaseya's August news is out of Massachusetts regarding Voosh.
My thoughts are this. Voosh could be $300M rev for Kaseya, but only likely a 10% uptake rate. So $30M. Usually firms in this space get 4x revenue potential. So, $120M mc for ABHI or PPS .05
this dilution gonna get run over
Oct 3 court date PC owes ABHI $10M
Oct 3-5 Kaseya in Europe
Oct 1 Voosh integrated into Traverse by Kaseya sales start
https://www.channele2e.com/event/kaseya-connect-europe-user-conference-2017-amsterdam/
how this isn't over .01 no idea....players waiting for notes to stop I guess....
ABHI IPO getting looked at read bottom
https://www.channele2e.com/news/kaseya-3-potential-acquisitions-boost-for-msps/
yeah man Insight
https://www.insightpartners.com/companies/
my hunch is the noteholders who are converting around trip 5 to trip 8 are selling for 100% profit, but they are the ones buying on the open market. This way, they get paid back the money they lent, the are up 100%, and they are buying it all off of the float because they know where this is going.
no float considering they sell 50M daily
it would appear as if this dilution is going into the hands of someone who is keeping the shares out of the float...only thing I like about the dilution
IPO/Acquisition Valuation Breakthrough Tech
All regarding Kaseya and Voosh (now ABHI)....
Voosh has been providing Kaseya its tech for its VSA platform for about 2 years now. Kaseya has 10,000 MSP customers that can buy the VSA platform that has Voosh integrated into it.
VSA is only 10,000 customers, but, last months update with Kaseya, where the Voosh tech is now integrated into Kaseya's Traverse product in v 9.5 is to be sold by Kaseya's 10,000 MSP's who in turn ask their 10M endpoints (their customers PCs/Servers) if they want the product. Talking to Kevin Cornell this week, each PC endpoint is $30 per year and $300 per server per year. So, literally, over $300M revene potential. Voosh, via Kaseya, just went from 10,000 potential
to over 10,0000,000. And, Kaseya is growing at about 30% per year. So, its over 13,000,000 endpoints by now.
Voosh tech success with the Kaseya VSA platform had to have led them to want to integrate into Traverse which occurred last month and is for sale as of today, literally just starting today end of Q3 2017. Not only does the Voosh tech significantly reduced downtime of PCs and servers by automatically adjusting configurations, its reduces onboarding by new customers by over 90% into an MSP. Every MSP is going to want all endpoints to have this.
bull, lets be clear here. Voosh has been providing Kaseya its tech for its VSA platform for about 2 years now. Kaseya has 10,000 MSP customers that can buy the VSA platform that has Voosh integrated into it. Not a lot of revenue there.
But, last months update with Kaseya, where the Voosh tech is now integrated into Kaseya's Traverse product in v 9.5 is to be sold by Kaseya's 10,000 MSP's who in turn ask their 10M endpoints (their customers PCs/Servers) if they want the product. Talking to Kevin Cornell this week, each PC endpoint is $30 per year and $300 per server per year. So, literally, over $300M revene potential. Voosh, via Kaseya, just went from 10,000 potential
to over 10,0000,000. And, Kaseya is growing at about 30% per year. So, its over 13,000,000 endpoints by now.
Voosh tech success with the Kaseya VSA platform had to have led them to want to integrate into Traverse which occurred last month and is for sale as of today, literally just starting today. Not only does the Voosh tech significantly reduced downtime of PCs and servers by automatically adjusting configurations, its reduces onboarding by new customers by over 90% into an MSP!!!!
When an MSP seeks a new client, onboarding their PCs/Servers is a challenge. Not anymore! Voosh tech within Traverse makes it 90% easier. MSP's are going to deploy/sell this to as many of their endpoints as humanly possible.
ipo acquisition news Voosh partnership Aug 2017 to integrate their breakthrough tech new England voosh PR out of Massachuseets Aug 2017 Voosh going public now why? ahead of acquisition likely
keep an eye on New England keep an eye on New England keep an eye on New England keep an eye on New England keep an eye on New England keep an eye on New England
my guess is the PE that owns Kaseya, among other PE, is going to buy hundreds of millions of shares here
private equity who owns Kaseya, most definitely going to look for shares here
New Strategic Partner Voosh has news out of New England from August with Kaseya….break through autonomous tech….
I picked up about 35 of them...GL!! lotto at 30 but possible...
if you play options get some Oct 25s IMO as well...of course, if it runs to 28 I'm sure you will take 25% big boy gains!
keep reading this folks!
get ready new acquisition article out on Kaseya
keep an eye on New England as just 1 of 3
https://www.channele2e.com/news/kaseya-3-potential-acquisitions-boost-for-msps/
New England
http://www.einpresswire.com/article/398105378/voosh-and-kaseya-sign-technology-alliance-partnership
get ready new acquisition article out on Kaseya
keep an eye on New England as just 1 of 3
https://www.channele2e.com/news/kaseya-3-potential-acquisitions-boost-for-msps/
New England
http://www.einpresswire.com/article/398105378/voosh-and-kaseya-sign-technology-alliance-partnership
I clarified some items this am via email is my 2 cents to add. Kaseya rev and other endpoints are a much larger potential than the personal market btw...they get 10 per personal pc...so $40m in the last 10 years. Kaseya alone can give ABHI $40M annually
watch ehth guys imo...ready for 25+ fast IMO and maybe 30 in october
We shall see
Another run starting imo. Trump executive health order next week announced last night.
Also Medicare comissions, their bread and butter, upgraded for 2018 adding pure profit here
https://www.google.com/url?sa=t&source=web&rct=j&url=http://blog.ritterim.com/2017/05/31/maximum-broker-commissions-for-medicare-advantage-ma-and-medicare-part-d-pdp-for-2018/&ved=0ahUKEwjPlP2H_MfWAhVky1QKHdVQDv4QFggpMAA&usg=AFQjCNEgqb5YQxCJDVep_EQU_VWXp4lgew
How come they did not merge in all assets? Holding back I'm emailing
news was good. its the share selling by multiple note holders that is of issue...
it'll be going to .10 promptly, rif raf is discarded
1B out of 1.5B and with the Voosh mergrer another 1B so they own 2B of 2.5B total O/S
talked to kc today via email, he says todays news was not big enough for all wires...much larger news outstanding as you can imagine...
yes, its $10 for a personal PC optimization, I bought one yesterday from PC Drivers to test it out. So PC has sold $40M worth. If you read the filings, PC and ABHI settled in April of this year on the dispute, but the court in Texas rejected it.
Much bigger market is the enterprise market though, there are so many endpoints to charge the $30. And servers are $300 per year. Kaseya for example is over 10M endpoints now and should be at 20M soon. Its the Internet of things. All connected devices that these MSP's manage...they need to be optimized automatically by ABHI/Voosh.