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FYI, in case you did not notice, Telvue is heavily involved in the on demand video industry which is growing rapidly and displacing older technologies.
One reason I am a buyer and remain long is because Telvue is in an expanding industry
In a recent article in Computer World regarding on demand video replacing blue ray:
"By comparison, online movie revenue is expected to grow 260% from $3.5 billion this year to $12.7 billion in 2018"
http://www.computerworld.com/s/article/9248082/Bye_bye_Blu_ray_Video_on_demand_and_streaming_options_are_gaining_on_you_
The customers that decided to utilize Telvue technology include Verizon, Charter Communications, Yale University, Cox Communications, to name a few. As a long investor, the fact that successful, tech savvy organizations choose Telvue speaks volumes. These endorsements make it abundantly clear that Telvue has a great future. I continue to invest and remain long.
No comments yet. Google is looking into competing with cable companies. Telvue has the tools to assist in the effort. Obviously, Google is the 800 pound gorilla. For those that are not into seeing anyone be acquired, consider the following latest tech acquisition and proposed acquisition:
Yahoo acquires Tumbler for $1.1 billion
Apple is looking at Waze from $400 million to $750 million (last year Waze did less than $1 million in Revenue)
http://www.theaustralian.com.au/business/wall-street-journal/google-pitches-online-tv-service-to-media-companies/story-fnay3ubk-1226680535138
I am increasing my long bet on this one.
Tumblr was doing slightly higher than $13 million in sales per year. Yahoo acquired Tumblr for $1.1 billion last week. Yahoo wants Tumblr’s user base and software.
Waze a small software company created an application to provide live traffic reports. The companies considering the purchase of Waze include:
Google
Yahoo
Facebook
Microsoft
It appears the financial results of these smaller companies have nothing to do with the fact that they have become or are soon to become acquisition targets.
Telvue technology is advanced and desirable for those companies that may need it.
http://finance.yahoo.com/video/battling-over-waze-174500681.html
Based on personal experience, when any company is working on creating positive cash flow, the steps include:
Reducing payroll and benefit costs
Identifying and increasing the most profitable lines of business (i.e. Cloudcast)
Reducing costs, in general
Identifying the break even point
Increase revenues by strategically increasing prices
Many large and successful companies have gone through the process of creating positive cash flow.
Incidentally, while going through this process their stock prices went up as the market viewed these efforts in a positive way.
Telvue and Lenfest invested to bring the technology where it is today. IMO, with technologies like Telvue Cloudcast and the customer list that includes, Verizon, Charter Communications, Comcast, Auto Desk.....etc, it is my bet that, the company will prove to be very successful. With the addition of a seasoned CFO and new marketing efforts the focus is on profitability. The company is being recognized for the technological achievements and the ability to lower costs for video delivery. These factors places Telvue in an excellent position for forward growth and profitability. I will remain long and continue to accumulate.
In a world where greedy CEO’s and ruthless hedge fund managers manipulate stock prices in their favor, Gerry Lenfest’s philanthropic endeavours stand out as exceptional. Anyone interested in socially responsible investing may consider investing in one of Lenfest’s companies. Telvue has developed some of the most sophisticated and leading edge video delivery technology to serve the educational needs of many universities and companies such as Yale, Annenberg Learning Center, Autodesk and many more. Telvue “delivers local and specialty programming to millions of college students, hundreds of hospitals, and to over 30 Million households”
“Socially responsible investing is a booming market in both the US and Europe. Assets in socially screened portfolios climbed to $3.07 trillion at the start of 2010, a 34% increase since 2005, according to the US SIF's 2010 Report on Socially Responsible Investing Trends in the United States”
Neon alley does not need hardware. Telvue sells room on the cloud and their software to Neon Alley and every dime they get is profit. They sell the same software over and over again and every dime goes straight to the bottom line.
Usage fee revenue from Telvue's CloudCast not hardware sales:
The Neon Alley 24×7 Channel is being originated at TelVue’s cloud-based “Virtual Broadcast Facility”. This facility is the basis of TelVue’s CloudCast™ service, which provides all the traditional video channel origination services of a brick and mortar broadcast center, but in a virtual environment. CloudCast Hosted Broadcasting from TelVue allows programmers to launch channels faster, with less expense and higher reliability than building a dedicated hardware broadcasting system from scratch.
BTW McDonalds french fryers are made by Manitowoc (symbol: MTW) a great company and doing very well.
http://mcd.manitowocfsusa.com/minisite/mcds_minisites/frymaster_lov
175,177 Facebook likes are people that "care". Not bad for the first day.
https://www.facebook.com/neonalleynetwork
Telvue will be an exhibitor at the NCTC winter Education Conference on February 25 & 26th in Las Vegas
"We limit the showcase floor to approximately 60 exhibit booths. This allows you intimate access to over 200 attendees from over 120 NCTC Member companies with 80% of these attendees at a decision making level or higher"
http://www.nctconline.org/wec/default.asp
Last time I checked Telvue sells their technology to cable companies. If Telvue is able to direct market at a gathering of 1,000 cable companies at one time through this organization it makes perfect sense (Marketing 101).
Telvue has invested money in their advanced technology to build a strong foundation. They do not "give away" their services. Cloudcast, Servers, PegTV, Telvue Connect all have revenue associated to them. Much of the revenue will show up on the next report since a lot of the contracts have been awarded in the last 6 months.
Telvue gets Nod from NCTC
http://btreport.net/2013/02/telvue-gets-nod-from-nctc/
It appears the NCTC announcement earlier this week is a very large opportunity. There are up to 1,000 new potential customers for Telvue technology.
http://www.nctconline.org/
Agreed. I think a better way to put it is that Telvue is a supplier of technology to MULTI BILLION dollar companies such as Verizon, Charter Communications, Comcast, ....you know, 8 out of the largest 10 MSO's.
Money does not put one on or off of the pinks Gabe. If it did a billionaire owner would have bought their way off the pinks years ago.
The uplist process goes like this
1/ Form 10 filing
2/ Quiet period (90 days)
3/ Uplist to OTCBB
You are correct Gabe Just the company spending a lot of money on a pr to keep everyone informed.
Guess they have a lot coming in.
Correction. Lenfest is not CEO he is Chairman of the board:
" It currently operates under the direction of cable pioneer and philanthropist HF “Gerry” Lenfest. Mr. Lenfest is the Chairman of the Board and majority shareholder of TelVue Corporation.[1]"
Many posters on this board try to compare Telvue to the standard business model that makes up the majority of the stocks that are discussed on Ihub. When evaluating Telvue as an investment one should consider these questions and major differences:
How many OTC and pink sheet stocks have a billionaire CEO that has a vested interest in seeing the company succeed?
Which stocks have such a small float?
How many of the stocks discussed on ihub have a customer base that includes customers like Verizon, Comcast, Charter Communications, Auto Desk....etc?
The fact that these top shelf companies choose Telvue says volumes about the quality of their technology. These customers have some of the very best technical and engineering staffs in the industry.
IMO, this company and opportunity is truly unique.
I remain long. I will continue to invest and accumulate.
"Cisco Systems projects that 50 percent of all
online traffic will be video by 2012 and video ad spending is projected to reach $2 billion in the U.S. in 2010 and $3 billion by
2014."
This is an excerpt from Ink Barrel's white paper. Ink Barrel is a customer of Telvue technology.
http://www.inkbarrelvideo.com/_inc/wp-content/uploads/2010/03/White-Paper-March-2010.pdf
Today's article in Forbes
Telvue's customer Roku :
"the company is focused on continuing to secure as much content as possible while expanding its platform through new hardware"
Link to the very interesting article in Forbes:
http://www.forbes.com/sites/mergermarket/2013/01/30/roku-defies-takeover-chatter-and-jockeys-for-pole-position/
I am sure we will see posts that the hardware they are buying is Samsung monitors and Logitech mice. Well, we know they use Telvue Technology and are a Telvue customer and there is plenty of "proof" out there for those that want to do the DD.
News regarding Telvue's customer Charter
http://www.cedmagazine.com/news/2013/01/charter-disney-renew-distribution-agreement-add-tv-everywhere-services
Telvue has become proficient at acquiring customers that are on the top of their game. Companies like Autodesk, Comcast, Verizon hire the best engineers who are responsible for making sure all of their systems are leading edge and reliable.
It may sound as if I am stating the obvious but I feel it needs to be put out there. The success of Telvue is dependent on the success of their customers. It has been my experience as a business owner, that the customer acquisition and retention process was critical to the overall well being of the organization.
Telvue's customer base is truly the best group of companies that anyone in the tech business would dream of having. Check out their customer list on their website.
Need a heart, print one out. Very interesting technology.
Telvue supplies the technology to Autodesk for their training videos
Autodesk is partnering with leading edge companies to make hearts, kidneys etc .
IMO the need for training and Telvue's service will skyrocket.
http://investors.organovo.com/Newsroom/Press-Releases/Press-Releases-Details/2012/Organovo-Partners-With-Autodesk-Research-to-Develop-3D-Bioprinting-Software1132373/default.aspx
How many Telvue servers does it take to service Autodesk's worldwide customer base of 8.5 million?
Hurricane Sandy caused a sharp rise in the demand for autos and the auto industry, in general, is seeing a positive spike in their business. The VOD market and broadcast server market is predicted to rise dramatically and evidence has been provided in previous posts. The rise will be long term rather than a spike. Telvue is one of the technology leaders in this market. Live video broadcasting has tremendous growth potential. Do you want to see what is going on in Aruba this morning on the beach....
http://www.earthcam.com/cams/aruba/bucutibeach/?cam=bucuti1
Looks a bit windy this morning.
Live video maps. Do you want to take a walk down the street live in Romania. The possibilities are endless. Check it out.
https://maps.google.com/maps/ms?ie=UTF8&t=h&source=embed&oe=UTF8&msa=0&msid=115653206727390565969.00044d47a69fbb90e92bb
The Viz Media Neon Alley running on PS 3 was a late 4th quarter 2012 deal. (November) It will be interesting for the shareholders to see how this deal impacts the financials.
"From a business standpoint, Neon Alley is a bold move on Viz’s part, but one with the potential for huge payoff. In an interview with Anime News Network, Viz Media’s Vice President of Animation Brian Ige remarked, “Our top series have millions of weekly viewers, but there’s not a lot of opportunities to highlight new series on traditional TV or cable networks.” Rather than sending them to Hulu, Crackle, or Netflix, creating a proprietary service where they can release first-run programming from top-tier titles "
http://www.nerdist.com/2012/11/tokyopop-take-a-stroll-down-neon-alley/
Not sure how many Telvue Hypercasters were sold and delivered to Charter to support the customer base of 5.2 million. As I said the 4th quarter numbers are not in yet. Shareholders have been assured the financials are forthcoming.
This news is from Sept 2012, so we (shareholders) have not seen the numbers yet.
"Charter has expanded deployment of its HyperCaster™ IP broadcast servers to cover 50% of its footprint for commercial longform services. This significant expansion of the use of the TelVue broadcasting platform comes after the successes of an initial deployment in the Los Angeles market."
Check out Telvue's website for more info.
Telvue's customer base is quite impressive. One example of a customer and supporter of Telvue Technology is Charter Communications:
"Charter Communications is an American company providing cable television, high-speed Internet, and telephone services to more than 5.2 million customers in 25 states. By revenues, it is the fourth-largest cable operator in the United States, behind Comcast, Time Warner Cable, and Cox Communications,[2] and by residential subscriber lines it is the tenth largest telephone provider."
Two of Telvue's customers partner up, Time Warner and Roku. If you have both you can find out what is happening in your home town accessing Telvue's PEG.TV channels on the Roku box.
http://articles.washingtonpost.com/2013-01-07/business/36188974_1_time-warner-cable-roku-cable-subscriptions
The latest version of Telvue's video streaming service integrates Twitter, Facebook and Google analytics.
Check it out!
http://www.itvt.com/taxonomy/term/2921/0
When I am pushing my shopping cart around collecting cans and cardboard, I might think about selling for $20 per share. Until them, my bet stands with the billionaire and a company who has leading edge technology in an exploding on demand video market. Like Qtip says, add a few at a time.
A message to shareholders. Quarterly reports and Annual statements will be sent upon request. I sent an email to investor@telvue.com yesterday and received an return email yesterday stating that I will be sent financials as they are completed. Shareholders can and will receive statements.
"Consumers just can’t get enough video, and it’s pushing networks right to the edge
By 2020 people in the US will be consuming 7 hours of video per day - mostly video on demand - which will place disproportionate stress on the IP edge of broadband networks"
http://www.telecomtv.com/comspace_newsDetail.aspx?n=49792&id=8234cf6f-2537-4abe-83c8-014d16263b6a
Telvue will gain more exposure through Roku-Westinghouse.
Great idea putting Roku on USB drive.
http://www.multichannel.com/ott/ces-westinghouse-digital-stick-roku-tvs/141010
Objectivity is hard to come by on this board. To find the negatives of buying and/or holding stock in Telvue just look at a few of the other posts. Some of the posters here, that have little or no money invested seem to harp incessantly about the negatives. For those of you looking for a glass half full here are a few positive points:
Telvue is in a Growth Industry
Telvue has:
- Leading edge technology
- Years of experience
- Strong Backing
- Strong customer base
- New focus on profit with addition of CFO
- Great potential to sell to large internet players looking for technology
- Large established customer base