Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Doesn't really matter what your position or opinion is does it? The world is the way it is and there is profit in medical care.
You can play the game or you can cry the rules are unfair. It's a choice we all make.
Well said Hockmir. TelVue management are doing a good job running the company, evidenced by increasing revenue and cash flow.
Stock market listing is way down the list of priorities for them at the moment which is understandable considering they have the support of their majority stock holder. The shares will take care of themselves down the track as the business continues to perform, in the mean time - we just sit back and watch the revenue continue to rise.
Allow me to address your touching and altruistic, heart felt concerns for those of us who actually invest in TelVue shares:
1. Neither side seems to be able to definitively prove anything in relation to shorts other than providing links to sites that each other refute. I'll leave arguing the toss amongst yourselves.
2. The shareholders I converse with have not lost anywhere near 90% including myself. You state you "expect the losses to continue". But then you've also expected sub a $1.00 share price for almost a year now and still waiting.
3. That's a lot of if's and maybe's with a whole lot of here say and opinion. If the SEC wished to contact or even charge me or other shareholders with insider trading, we're still waiting as the years tick by.
I'm annoyed I didn't get any additional shares today.
Oh well, I'll be back....
What can I say, I'm in the buying mood again ;) Was going to wait for bigger lots to appear on the sell side, but something tells me it may not happen.
For the moment I'll just keep adding to the pile, I'm thinking there will be a continual drip feed of lots of 100 around these levels. I guess that will have to suffice...
Any of those 3 options would work fine for me :)
Do what I do, just buy at the ask then they have no choice but to fill ;)
Worked out well, have quite a few in my swag. Waiting for the next large lot to come on, I'm greedy and want more than lost of 100 at a time.
Lol that's the same seller who has been here since the start of the year (or was it late last year?).
The action today was me buying out the last of his stock and a bit extra. If someone is stupid enough to put another large block on the market I'll see how I feel at the time, but not really interested in averaging my price up.
2nd buy was also long add at market ;)
If they're stupid enough to dump more large blocks on the market I'll be back for more.
Sorry to spoil it Joe, that screen grab is looking a bit dated already ;)
At the end of the day there are a lot more factors than just price at play.
Why are there expensive cars being sold every day when you can get a budget family car cheaper? Why are there popular anything (insert any consumer item on the planet) at prices of $x when there is a cheaper alternative at $x - 20%?
New SKU's such as protein bars does generate new customers and more sales.
I'm a heavy user of powders, but I very rarely have a protein bar (and won't be consuming any Combat bars either generally). But guess what - there is a huge market for protein bars.
So to suggest that the Combat bar will cannibalise powder sales on a significant scale, or even more ludicrously on a 1 for 1 net zero gain basis is just plain fantasy land.
Now use the exact same example for me above with RTD's - I hardly ever drink them except as a last minute necessity with no other option present. Yet there is a HUGE RTD market out there. To say that Musclepharm won't increase sales with new RTD lines is again just plain ignorance.
Haha nice.
From memory I think this deal is a higher valuation that Muscle Milk deal got as well?
We continue to be presented with an opportunity to buy MSLP at depressed prices thanks to the SEC and delayed uplisting.
And very glad no one has come knocking at the door to acquire yet - that we know of. The longer we stay independent and continue this growth, the higher the eventual buyout price.
And note that Isopure's CAGR is lower than MSLP's at only 20% since 2011.
Another industry buyout by Glanbia - 2x revenue:
http://www.glanbia.com/media/press-releases/2014/isopure-acquisition
10 SEP 2014
Glanbia acquires Isopure, the US sports nutrition business, for US$150 million
Glanbia acquires sports nutrition brand, Isopure
12 September 2014 – Glanbia plc (‘Glanbia’ or the ‘Group’), the global performance nutrition and ingredients group, announces that it has agreed to acquire The Isopure Company, LLC (the “Business” or “Isopure”) (www.theisopurecompany.com) for cash consideration of US$153 million (the “Transaction”).
Isopure is a US based provider of premium branded sports nutrition products. The Business focuses on powders and ready-to-drink (‘RTD’) formats, primarily through the specialty, internet and direct distribution channels. Isopure generated net revenues of US$74.6 million for the twelve month period to the end of July. This represents a CAGR of 20% for the period from end December 2011 to end July 2014.
Isopure’s premium brand complements the portfolio of Glanbia’s Global Performance Nutrition (‘GPN’) business and the acquisition further consolidates GPN’s market leading position. The acquisition is expected to be earnings accretive from 2015 and will be funded from the Group's existing debt facilities.
It is anticipated that the Transaction will complete in the fourth quarter of 2014 subject to customary completion conditions and regulatory approval.
Commenting today, Siobhán Talbot, Group Managing Director said
"We are delighted to announce the acquisition of Isopure. As a premium brand, the Business is an excellent addition to our portfolio of market leading performance nutrition brands and provides an opportunity to leverage our infrastructure and capabilities to drive future growth. The transaction, which is firmly aligned with the Group’s strategy, supports our growth ambitions and will be value enhancing for our shareholders.”
PS. This was a few months back. The decision has since been reversed recently and now BB.com is apparently shipping MP to Australia again, but haven't needed to stock up yet.
BB.com has also lost Musclepharm sales overseas - definitely to Australia, don't know which if any other countries are in the same boar. I used to buy my Combat and other MP products form BB.com because it worked out cheaper than buying them locally in Australia.
The new Australian distributor kicked up a stink and requested BB.com not ship MP to Australia. So now I can't buy MP from BB.com anymore - personally that was over a couple thousand $'s a year of sales to BB.com in Musclepharm product sales now lost to them.
Another contribution to BB.com's slowdown in MusclePharm sales.
Lol I'll take the risk
True.
Just a working theory, but it's plausible this is in preparation for the energy shots release eg. that product will be fronted by a high profile surfer upon launch next year.
Next move will be to find a sport and celeb to market the RTD's with.
Just pay the celebs cash, no more shares! Lol
That's a bit out of left field.
Definitely clear they're shooting to become more mainstream across all sporting endeavours.
Monster is/was a rapidly growing consumer beverage company.
Musclepharm is not there yet, but that's sort of the point - that's what they're shooting for with release of mass market drinks like RTD's energy shots etc.
I agree you wouldn't compare MSLP to Monster today. But compare them to Monster when it had a few products on the market as Hansen Natural and was about to launch energy drinks etc.
That's not to say MSLP will nail it as well as monster did, but that's the risk/reward you take investing in the stock before results materialise.
Agree with your about Coke, Pepsi etc. But the big boys like them will want to see Musclepharm a lot bigger in sales before they make their move. Coke would wait to pounce once the RTD and Amino drinks are a large part of the sales base.
But that's good for use the longer we stay independent the higher the eventual sale price.
Just found it. In addition to the royalty agreement on sales Marine LLC (Arnie) was issued 780,000.
I think diluted share count is now at 13,564,000 - including the 1,500,000 shares just granted to management.
So he now holds around 5.7%. I was close :)
Yes, if you go back to when they signed the deal there was a filing a few weeks later.
I forget exact number sorry, but at the time it represented 10% of the company. That has since been diluted with management stock, Tiger Woods stock etc.
My guess would be he's down to about 6-7%.
In addition to Combat Crunch Bar, the new RTD will be out soon too. I think we'll be in for another bumper sales quarter as all existing distribution points take initial shipments:
http://www.stack3d.com/2014/08/muscle-pharm-coco-protein.html
Welcome Foxbeard. I'm a user of Musclepharm supps too.
I started using Shred Jym for my cutting plan last week, I like what I've read from Stoppani and his supps seem well researched and dosed accordingly for results.
It could also be a case of their contract manufacturer for the pills not being able to keep up - but whatever the case, yes it's a good sign.
Will be interesting to see if down the track they bring more manufacturing in house as they're doing with the gels. But to be honest, MSLP is at heart a development and marketing company. Vertical integration is good, but not sure if tying up say $20-50M (?) in funds to establish/certify or acquire their own production facilities is the best way to use capital. In the end it would come down to whether the increased margin makes it worthwhile.
Currently I'd say they have too many other growth avenues to be concerned with bringing manufacturing in house.
Just PM'd you my email address.
PS based on my experience - looking at the macros of the bars, I'd guess they're going to be damn tasty.
You can already see details of the bars here:
http://www.bodybuilding.com/store/musclepharm/combat-crunch-bars.html
Incidentally BB.com is out of the multi Arnold Iron Pack. No way they would let he selves run out, so MP is having trouble keeping up with demand by the looks of it. Good sign.
So by that logic the longer they stay independent and keep increasing revenues at a high rate the bigger the eventual buy out.
Why would you want 5 Hour Energy to buy them out now when there is so much growth ahead?
Very well reasoned thoughts. Guess we all better sell at any price and run for the hills!
Lol
I doubt it would be MP - Arnold Series is there 'hardcore' line aimed at bodybuilders. Wouldn't make a lot of sense to bring Phil in.
I don't know the entire details about the DeLuca case, so please correct me if I'm wrong - but it seems a bit of a stretch to call him a scumbag.
BB.com at a point in their history obviously sold products from brand XYZ Inc that contained undisclosed and banned substances in the ingredients. As such BB.com broke the law by selling these supps and as a result the CEO fell on his sword and accepted the blame as it happened on his watch.
Understandable, but hardly fair to think he specifically new about all this, stocked it all anyway etc. The leaders of XYZ are really the ones who should carry the shame.
I operate a similar type of business but in a different industry to BB.com. We stock over 90 brands, thousands of products - all reputable brands including from some of the worlds biggest consumer conglomerates. If it turns out there happens to be a banned ingredient in a few of these thousands of products, not disclosed (intentional on the manufacturers part or not) - am I to blame for selling these products to the public, or the company that manufactures it, markets it to end consumers and uses my company as the distributor?
I really don't see the company performing a buy back. Sure it may push the price up due to low liquidity, but the fact remains there isn't really a reason to when 93% is already owned by a Gerry.
That would also be assuming even if TelVue were to conduct a buy back they would bid as high as $100.00. I also don't buy into suggestions of possible financial engineering of buy backs/dividends that exclude Gerry's holdings. Yes it's theoretically possible, but not at all probable in my opinion.
A dividend on the other hand would provide holders with an income on their investment and in my opinion is more likely.
Thanks for posting your thoughts on the meeting guys, interesting to read. Sucks being stuck all the way down here when things like this are happening! :)
Not a lot of new info. but it still makes for an interesting read.
Seeing the stats on the breakdown of the industries categories and that all of MSLP's revenue and fast growth has come from just one of the smaller sub sections makes one realise the potential if they can crack another 2 or even 3 of the sub sectors.
Investor presentation is out which may have generated a bit of interest toward end of last week?
Dividend would be good. I can't see a split helping much at these price levels. No holders are selling, so whether I have say for example 500 or 5000 shares, they wouldn't hit the market and help liquidity either way.
Next, could you explain why sellers of 5 share lots are accepting $10.00 less per share than buyers are willing to pay with open orders?
Lol yes, and every day just by coincidence another individual holder of TEVE (because why would you sell in lots of 5 shares and incur brokerage fees) decides to sell their holding of 5 shares. Not at the high offer, but usually below.
So far we must have had a couple dozen holders over the last few months sell out - each of them owning only 5 shares. Each of the, not wanting the most on offer for those 5 shares.
Yup.