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Helping companies to understand how their marketing campaigns are working is not what Groupon, Yelp or FourSquare does. Blue Calypso does have competitors here, but the field seems somewhat small, and many seem more locally-based.
Blue Calypso's work with Ford was limited (at least initially) to one vehicle of theirs that actually is not selling as well as hoped. Blue Calypso's involvement here is that the BC programs would let Ford know the least successful marketing venues for their truck (as well as the most successful, etc).
If Blue Calypso does have a buyer, it could well be from the venue that has least to gain from Blue Calypso's software.
Omcok, really appreciated your post, thanks. It seemed from all of Levi's other companies that they've all been very practical, and served a purpose. I think Blue Calypso's core mission -- to help companies understand their marketing campaigns, both where they're doing well and where they're not doing so well -- might overly depend on the concept of companies still having a robust marketing dept (rather than one that simply says, "Check us out on Yelp"), but I'd also be surprised if Yelp actually helps as many companies as it hurts. Anyway, it will be interesting to see how online marketing develops over time.
It was the headline under Blue Calypso today (on TDAMeritrade). The actual article was on Pandora Media (which ZACKS had a Hold ON). Blue Calypso was listed among "some better performing Internet Services stocks" that investors might prefer to consider.
They didn't consider the stock today, apparently.
One of BCYP's apparent competitors DESK (www.desk.com) has a fairly good PPT on social media (www.slideshare.net/Desk/the-social-customer-24253944) btw...
For whatever it's worth, ZACKS has a "Buy" rating on Blue Calypso.
Insider selling (at these prices) suggest threats to block Belo Sun from mining (by environmental groups) might have a little weight behind them.
Be sure to check out recent article on Mineweb (found via Kip keen's helpful twitter acct, as an fyi).
Definitely hard to call settlements with 2 companies to be a "pump". As for company's seeming indifference to its share price, I am assuming they have a very pleasing idea as to how their own investment in the company will end up. At some pt, they might well increase their insider ownership in the company beyond the already significant amount, so the low prices might actually please them. I do think their pockets, not that of shareholders, is likely their focus.
That said, I am a bit disappointed too in the relentless selling of ARCO or whomever. Most people here (myself included) think the stock should already be double its current price. Yet I don't know if we know who will actually be buying the shares when they are priced at 30 or 40 cents, as there are one or 2 sellers who put lots of risk in what would otherwise in my opinion be a mostly risk-free bet.
You understand that my comment was directly related to the posts they are making on Twitter and Facebook. Injecting excitement via Twitter posts does not require cash, just passion or the projection thereof. Their posts are painfully dry.
The ex-CMO of Blue Calypso has a new startup called Black Book INK where their enthusiasm and excitement for what they're doing spills off the screen, and I like to imagine/assume Blue Calypso has that same love for their work. As they were a hit at SXSW in 2009, I assume they have that passion, and that they just need to showcase it better.
I agree they seem to have valuable patents, and I agree this stock is all about that. The stock would already be double if they were able to attract more people to the stock than the people interested in its MArkman trials though -- and that's part of the reason the stock may have been higher after the SXSW conference from a few years prior.
This is a company I believe in (it's nearly half my portfolio); if I found them first via Twitter or Facebook, though, I'd have likely put my investment money elsewhere, so those are areas they should work on IMO.
Hadn't the funds to do the same, but do think it's a good buying opportunity. That said, given all the recent successes of Yelp, Facebook, Groupon, and others, it's a bit of a bummer that BCYP uses Twitter and Facebook so ineffectively.
My TDAmeritrade acct keeps saying they are to report on Sept 19. I assumed this would be an occasion where they'd give a genuine update on where the company stands.
Apologies if my assumption was in error.
One of the better "value" gold miners. At near year lows, and over 90 percent from its year highs. Catalysts forthcoming in Q3 and Q4.
Thom Calandra is a major buyer.
Blue Calypso reports Q2 and gives its update on Sept 19. That should provide some serious movement in either direction.
The "dump" sells that have intermittently occurred over the past few months (recently without much of a corresponding "pump") have likely made some people trigger-shy. It also likely means many will sell for profits with expectations that the stock will always have a daily dip (as it now seems to do). I have too much riding on this stock (due to one major flop with a gold miner) to risk missing its eventual jump, but the damage done by the one aggressive seller will likely stay with this stock for a while. At least that's my perception.
Most attractively priced junior gold mine deposit in the US. Soon to have over 10 million ounces in gold (if rumors of recent drills are true). Personally am heavily invested in both MIDAS and Vista (which owns 28 percent of MIDAS shares, and will be rewarded handsomely with a MIDAS acqusition). They've both given back a lot of their recent gains, but expect a huge run forthcoming.
Stock has 55 cent price target, with most catalysts coming in next month. If gold prices hold up, am predicting/hoping for a move along the lines of Balmoral and LSG (ie a double). Right now, stock is up 20 percent in past 2 weeks, but it's still an under-the-radar stock barely trading for more than cash on hand.
I imagine GSV is doing everything to prove their Railroad property is truly comparable to others already being mined on the Carlin trend. The whole bet is that the huge deposit is there, and will be found -- and if so, I could see this miner acquired for 10 times its current price.
Most miners right now though are only getting about 40 percent markup. They definitely would need more great drill results to get much more than that.
I assume many of the BCYP investors are lawyers, and would be curious if any disagree with that speculation. I am not a lawyer, but did expect that sort of speculation would have been the consensus after the past 2 settlements.
At the very least, esq10, thanks for putting those thoughts into words.
tons of upcoming catalysts in september 2013.
As long as gold sector does not crash again, and as long as numbers are not awful, then this will likely jump quite a bit. Miner is preparing for production in 2015. Mine being built next year with very low capex (30 million, etc). High grade deposit. Small but big profit margins.
Plus lots of other territories. Only recently came off its year lows and one I'll invest much more in.
The new shares which were issued last quarter are possibly in reference (if I am not mistaken) to the bought equity loan deal, at 25 cents per share.
There was also a 20 million sale (where Levi discarded 20 million of his shares to fulfill a debt owed to a company).
you're correct. thanks. my apologies...
It shows up via the top link under headlines via a YAHOO Finance search of BCYPE: http://finance.yahoo.com/q/is?s=bcype
The new info is under Quarterly Data.
Headline was dated Aug 24, so assume it is recent, and as up to date as their filings currently stand. Since it only represents their finances via Mar 31, the info provides little understanding as to the company's current financial situation... and thank goodness for that.
Some financials (through March 31) appear to have been released on EDGAR this past Saturday (Aug 24, 2013).
I imagine you've read the same stuff as me. But according to info told to the Calahan Report, the recent private placement was mostly one company that now has a 4.99 percent stake in the company. Once it goes over 5 percent, then the company's name needs to be made public. I assume this investment came after a lot of DD, and that it is similar to Teck's 10 percent investment in Midas Gold. Both MIDAS and GSV look as if they're being targeted for acquisition.
That said, I imagine it totally depends on yet-know, upcoming drill results from GSV.
I'm also a little frustrated by its PPS too, but if gold prices don't collapse again, then I think some of the undervalued explorers (who are still at June lows) with upcoming catalysts (GSV, Red Eagle, etc) will all bump up as Belo Sun and others have recently done. Hope this happens, at any rate.
Colorado Resources (a gold miner) jumped from 14 cents to almost 2 dollars on a good drill. It's lost a lot since (as the info is not as good as initially believed), but it still increased five-fold (even as gold prices dropped) with its bottom around 70 cents now.
A recent oil miner (with a 50 percent stake in an oil field that a stock I own, POEFF, has the other 50 percent stake) went up 1200 percent in the past week (from 3 cents to 35 cents) on the recent drill results. POEFF, coincidentally, went down.
Anyway, I get your point, but I think miners are a great play in the "pinks". While many go under(with resources that cannot be economically mined, etc), all those starting out tend to start at a penny. They can be very good gambles if you know a bit about the geology of the area where they're mining (or at least of the miners who are mining nearby, or at least have heard about them from an analyst you trust). These aren't pump-and-dumps though. They're cheap, then cheaper until news comes in about drills via press releases.
With SVFC, btw, I bought in when one of the doctor's patients casually recommended it while talking about other biotech stocks. Then I found out he worked for MAXIM, who put the other pro-SVFC stock, and then I started doubting his trustworthiness. I sold a day before it popped from 3 cents to 4 cents, or two days before the Ironridge crap came out. Anyway, when I was trying to sell my shares, and only was able to sell 10 dollars' worth one time, I got plenty worried. Now, I'm more than a little surprised there remain many believers in the company. All the same, best of luck to all. The science has potential if it really does not need FDA approval (though I think this remains up for debate, despite what MAXIm implied).
I'm new to posting, and poor with it, I guess. think I was replying mostly to someone else (Expediter?) who seemed to express concern about the delayed filing, and then made a comparison to some other stocks. Your post was tangential, I understand, but talking about penny stocks that screwed over investors on a specific "penny stock" thread seems odd unless your intention is to convey this might indeed happen to Blue Calypso shareholders too.
And since a lot of the more bearish sentiment as late seems more directed at the EDVA blog than at the company itself, it should be noted that this stock was hyped when it was at 9 cents (the one-year low). I found about it via a post on a VHC thread following that stock's post-Cisco collapse...
SO a company hires a more expensive auditing company as part of a ruse to dupe investors? BCYP is not SVFC; it has a modest 20 million market cap, with 3 current suits filed against major companies, and a business that seems, if not currently too profitable, with the potential of becoming very profitable. Remember Facebook did not make much money on mobile until the last year or two. They just always had the potential.
ANyway, Stocks are speculative; if you look at BCYP management, and if you look at their impressive ex-employees who went on to launch some other cool startups, and if you look at their "partners" from the website page, and see how a few were hyped by Forbes, etc., and if you look at how they just won 2 settlements, then this looks like a good speculative bet. At least to me. It's silly to now treat the stock like it's headed to bankruptcy. Merriman funded it 2 months ago with a non-diluting 25 cent bought equity loan; do you really think that company was scammed out of their 2 million? Don't you think they saw something in the company?
The recent excessive selling prior to the settlements is now being viewed as what the company should be valued at. I don't know who that seller was, or what was going on, but it definitely didn't seem like the market had decided what was fair value for the company. It just seemed like some games being played with the share price by one or two parties.
I believe in BCYP, I don't think it's a patent troll, and I see the stock more like a chance to bet on a small company with a good business plan, good mgmt, and a few wild cards in its hand that could be the equivalent of a gold miner finding another mine like Blackjack, etc...
I have been reading only extremely positive things about GSV lately, with Calandra and Brent Cook among the more bullish. Assuming good drill finds in August and September, and this should explode pretty well. Right now, it seems to have some impatient investors who are just not used to the exploratory miner trade, where patience is key.
Fine enough. Assumed your extract of his post was all in the one paragraph, but now notice the quotes extended through the end. Prefer to both like the company and have some trust in others, so happy to be corrected.
Your earlier post said you sold on the news, and now you said you have never had a financial interest in BCYP. Oh well. I have to become more cynical of people who post, I suppose.
I hate how this has traded -- but just think they are in a sector (advertising) that's about making money, and they had the wits of patenting their ideas back in 2004 (before many of the currently successful social media businesses went public, etc). Both their business and their patents should generate money soon which far exceeds their current market cap, so I will be holding the remainder of my shares, and just avoid this message board for a while. It's actually the only IP patent stock I like (due to its staff background, both past and present, and due to its actual products, which seem like they'd be helpful for businesses to understand how to improve their marketing), and will hope for the best. Good luck to the company, and to its investors.