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No, the e-mail was in regards to using the mobile space as a sales channel. Asking about a PR didn't really fit into the conversation.
It's not. The company is fine. I exchanged e-mails with Luniel de Beer today. Yet again, he reinforces my confidence in Tradeshow Marketing. I keep Skymark and TSHO separate. My investment is in TSHO, not Skymark.
There's no report on revenue and the real infomercial campaign hasn't run yet. How do you accurately value the stock? In retrospect, that run up to $1.62 may have set unrealistic expectations.
who is your rep?
The Level 2 shows there are these asks that keep coming in just a few cents above the bid. And it looks like the sellers cave and end up selling at the bid.
However, right after the low asks, there are ones at $1.05 and they haven't budged for the last 2 days. I don't know exactly what this means, but I suspect it means weak sellers are unloading right now. Then there will be a momentum move upward. Just nobody seems in a hurry to buy at the moment.
I feel the same way. A further evaluation would be useful. Anyone else have some info on this?
A couple points on the technology aspect:
I said I would provide some analysis of the technology itself from an IT and mobile perspective, so here it is.
Timeline:
1. Patents for intellectual property typically take about a year to be approved. Take the date the patent was applied for and a year from then is when you can expect to find out whether it was approved or denied.
2. Technologies do not succeed or fail based on their merit. They succeed or fail based on user adoption. Thus, if the mobile device owners do not use it, they do not have support. If they do have the support, they spread like wildfire, especially with information services.
3. User adoption typically takes a few years. It looks like GoIP Global knows this and addresses it in their issuer report: "Since we expect to continue incurring net losses, we may not be able to implement our business strategy and the price of our stock may decline."
4. The text messages aren't all that important. Ultimately, it will be forced to evolve into other mediums such as one click on a website or within an application on a device. This means that billboards and commercials aren't the only place they can bring value. Businesses that commonly have long wait times for inbound calls will benefit most. This is already a strategy being implemented by businesses, so Go800 is not the first.
Two years is usually a good timeline to use for acceptance of any technology, especially in the mobile space because of two-year contracts. The time it takes to become profitable from that point varies. So you're talking, at a minimum, two years before widespread adoption is even considered. The exception is YouTube which was less than 9 months, but YouTube is a money pit and Google has been considering dropping it altogether.
Aquisition:
1. Acquisition by companies such as Google are great scenarios for exit strategies. You don't always have to prove you are profitable, you just have to show that the competitor could benefit from it. This is where the patent comes in, because your IP is now protected. Thus, if if it is threatening, Google could come in and buy simply to make sure it isn't used against them. Other potential buyers are Clear Channel, Verizon, Microsoft, etc.
2. If the technology is strong, another company with deeper pockets might tread on the patent and then simply wear you down with legal time and fees until you submit to a compromise. This isn't always bad though. It can still fit into a profitable acquisition scenario because there is proof that the service is effective.
Conclusion
From strictly a technology perspective, I would say GoIP Global has a good start with Go800. I would be weary of expectations for the timeline. As with most other technologies, adoption is much longer than development. I believe 3-5 years is much more realistic. Also, the service will no doubt evolve from just keywords and text messages to functions ingrained into mobile content such as one-click connections. What you are invested in now, will not be the same in 2015.
We should be discussing this link between TSHO and Skymark/ESR and John Kirk's involvement. It's clearly there, but does not seem to have any impact on the quality of Skymark/ESR's picks or the fundamentals of TSHO. Rather than burying this, let's get all the facts we know on the table and sticky note it for all to see. If there is nothing to hide, then we can quell the attacks with a single post. If there is something to hide, then we owe it to ourselves to include it in the DD.
You have glass furniture? Awesome. I wouldn't celebrate near it, that sounds dangerous.
Mr. De Beer e-mailed me this morning. I sent him an e-mail a couple days ago regarding my thoughts on marketing in the mobile space. He replied with the consistency and enthusiasm I had expected.
He also reaffirmed my understanding that Tradeshow Marketing is not an infomercial company. Infomercials are only one of multiple sales channels. I've said this half a dozen times, but a company is only as good as its management, and we have the right guy at the wheel.
StockHawk, do you see any differences in your orders going through in TD Ameritrade vs. Scottrade? I'm getting suspicious that Scottrade isn't always operating in my best interest, so I opened up an Ameritrade account. I haven't yet run any sort of tests to confirm my suspicions though.
This might be a good opportunity to put together a post that serves as a sort of FAQ/Checklist of points we have gathered over the past year and put them as a sticky note at the top. These are easy to forget in times of uncertainty. And it doesn't have to be complete. As people reply to it with more info, it can be updated and reposted to the sticky note section.
Uncertain times are the best times to pull up old information and build on what you know. It will be far from complete but I will be happy to post the first one for everyone to build on. Think of it like a wiki.
I see the price going up and down consistently. Between that and the watchdog reports about short selling being put out, the price is clearly being affected by shorts. This is temporary. TSHO will pull away eventually, but I don't know when.
Short selling isn't just short selling. It has a cumulative effect on investor confidence, only driving price down further. Once we can pull away from the short selling, then momentum will swing back. I wouldn't be looking for $1.62 again, that was an abnormal spike. But there is no doubt in my mind that the shorts are the temporary roadblock.
We all know this already, just thought I'd reiterate. I find some comfort knowing what the cause is and that it has nothing to do with the fundamentals of the company.
Outside of indicators of real sales, the best thing TSHO could do for investor confidence is submit a request to upgrade to an OTC listing.
TSHO's Level 2 is the most boring L2 ever. I suppose that's a good sign.
Hey all, on another note, I want to bring up the issues surrounding NITE. If the CEO of NITE is also the CEO of Scottrade, does this have adverse affects on how my orders are put in through Scottrade? I don't like the link between the two companies.
Let's all remember to set high ask prices on our shares. It'd be nice if Maone and Daisy and some of the others who understand the short-squeeze situation could go over the basic steps we can take to help squeeze as a group.
I would certainly like to see an upgrade to OTC listing. And they need some development that can break through this ceiling. Until that happens though, I think this is where we will sit for a while. At least we're relatively stable even with all the short interest.
EDIT: $1.05 is really not that far away. I believe good news would break right through that.
I will do some research into the typical timelines of these sorts of technologies. This is right up my alley and I can contribute to the DD here.
When is day 1? Or, when was day 1? I sent texts on a bunch of major keywords such as Pepsi, Coca Cola, and Sprite. None of them sent responses back that assured me they were being paid for.
With all the enthusiasm on the board, it would be a shame to lose sight of realistic growth timelines for successful companies. As odd as it might seem to those who have been here for a while, the huge number of enthusiastic posts is the part that makes me the most nervous. It tells me there is an emotional connection with GoIP Global and that is never advisable. If I didn't think this stock had so much potential, I wouldn't care. But I do and it requires more investigation.
That was a post written to express emotion. How is that a good message when evaluating a stock?
I have to say, I'm pretty impressed with the DD that I've seen so far here. Been researching for about a week and it has substance. There is one point though that I am not convinced on yet: timing.
What are you using to gauge the timeline of the increase in PPS? I haven't seen anything yet that tells me the PPS will or will not see significant increase within the next few months. It isn't that the value of the company isn't clear. It's that accurate PPS is based on revenue and expenses. These are tough to gauge with new companies, let alone new intellectual property in a new mobile market.
What makes you believe that accurate PPS will show within months and not a year or two years from now?
The mobile space is mobile devices and applications. That's what a considerable amount of my work deals with. There will be a mobile boom very similar to the dot.com explosion that happened in the past. Only this time, it will reach a much larger audience and hopefully build on some of the mistakes and successes of the original dot.com and subsequent dot.bomb. Advertising and sales will be an integral part of this evolution.
Yes, if you look on their website, tsho.com, you'll see it under the menu Our Market --> Our Strategy. It says:
Multiple Sales Channels
TradeShow Marketing is a fully integrated sales company, delivering its own OEM products to market through four proven sales channels united by "As Seen On TV" style branding and marketing.
-Demonstration Direct Sales at Select Home and Trade Shows
-Direct Response Television (DRTV) infomercials
-Retail Stores
-e-Commerce Web Stores
I also e-mailed them yesterday about adding a sales channel in the future for the mobile space. The mobile space will become one of the most effective sales channels available.
Oh, I'm sorry, I didn't understand. In that case, I have no idea. Disregard everything I said. :)
This is subjective. What time frame are you talking about for the inflation? Now? One month? Two? Six?
You have to take into account all the feedback we get from Tradeshow Marketing along the way and use it to make your best educated guess as to what sales will be and when that figure will be hit. Use that figure in an equation to determine the equivalent PPS. Then you'll have an idea of whether it is over or under valued.
All, please correct me if I'm wrong.
This explanation makes it a lot clearer. Volume of shorting started around 0.54. It was also when it looked a lot more like a pump and dump to the uneducated eye. It stagnated at around $0.75-0.78, still looking like it's on the rocks to those same eyes. It did nothing after the conference call, furthering doubt. Then it exploded north once the infomercials were confirmed. The infomercial confirmation was the smoking gun that Tradeshow Marketing is real. This makes way way more sense.
Also, if anyone bought to short when it was in the $1.40-1.50 area, they probably did pretty well.
On a side note, I looked some more at Sykes stuff. He really only gives his reports post-mortem. That's why he looks so successful. There is no doubt in my mind anymore that he shorted and lost a lot.
I can say with 100% confidence that the mobile space IS the new internet. I don't know about a domain name land rush, but it is a rush to capitalize on the mobile market without knowing exactly what it is or what it will best be used for. Then in a few years from now, we'll see the "mobile bubble" burst and the real businesses will shine brightly. If GoIP manages their business right, they will be one of those lasting companies.
Nevermind, I figured it out. They are still filing pink sheet reports so that's enough to put my mind at ease.
I missed something in my research. GoIP Global is a pink sheet listing right now so they won't be filing a quarterly report. My mistake.
However, this might be an important point to make sure everyone's expectations are realistic. It's easy to get wrapped up in the buzz and positive DD and then, all of the sudden, investors are getting impatient without financial information.
Look at Zevotek (ZVTK). Investors panicked because their 2009 4Q report showed less than $6,000 in sales. However, they were only making sales for 11 days and in a limited test market. They won't really know how the company is faring until the August report.
Just something to consider clarifying in conjunction to all the quality DD on this board.
Once they upgrade to an OTC listing, it appears they will they be required to file quarterly reports. Is this correct?
Also, if they aren't going to be filing quarterly reports as a pink sheet company, what is the customary method for reporting financial information to stockholders?
So if GoIP Global is really posting earnings this quarter, the May financial report is going to give us a pretty good idea of how receptive the market is to the new GO800 technology. Is that accurate?
They aren't going to shutdown sales during the dark period. Just going to evaluate their ad schedule.
Anyone know why TSHO doesn't have anything filed with the SEC that is newer than 7/17/2008?
http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001337340&type=&dateb=&owner=exclude&start=0&count=40
It is going in the right direction. That spike to $1.62 was not normal. It's been a slow consistent climb with each report that the next phase of the plan has been executed. Until we see anything that gives a sign of real sales figures, we're going to continue in this path at a slow and steady pace. Unless of course that time span is unreasonably long. But it's all according to plan.
I also wish we would spike higher sooner but I can't think of a reasonable event that would make that happen.
I think you're right. I don't know much about technicals, but just looking at a six month chart shows that TSHO hits these flat points in stock price and then forms a new support there. The exception was the first two weeks after Christmas, but I'm not sure that means anything since that's commonly a bad time for the entire market.
I'm not usually a PR person, but I do think that consistent accurate PR's are going to be important for the next few months. We have no gauge during this period other than what they tell us.
Oh good. I just opened my Ameritrade account to switch from Scottrade. But if I was going to have to call in every pink sheet order, that was not going to fly.
Thanks!
Why is it that Ameritrade won't let you buy unless you call in? Is that due to the CE on the company?
The guy is a crook. He has no benevolent side. He would rather ruin anyone's life and any company if he can make a quick buck. Heck, look at his picture on his site. That says it all right there. Would you ever trust someone who looks like that?
Another classic: