Tradeshow Marketing Company, LTD (TSHO)

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Patience my friends. Here is why I am still a believer:

G/S Test Campaign: If TSHO wasn’t having success with G/S, I highly doubt they’d be hiring right now as there wouldn’t be a need. They’d instead be focusing on launching the 3rd product and that would have been last week’s PR, instead of the one we got about the new hire to “begin rapid development of the current products for enhanced market opportunities” (see 7/30 PR).

National Campaign: We’re into the dog days of summer. TSHO is likely hiring now looking ahead into the fall. Their vision is to be an infomercial company first and foremost. We all know that people watch more TV in the fall than they do in the summer months. The fall is when all the new shows come out because that’s when viewership ramps up. They’re not going to immediately buy up a ton of air time out of pocket, and in early August. Instead, they’ll likely gradually ramp up, with last week’s sales funding next week’s air times, over and over again.

Price Points/Offers: Regarding the various price points, the $9.95 is at least the 4th price point for G/S. Test campaign started at $19.95. If you look at old websites from 2009, when Archer Castle Investments had the rights, it was selling at about $13. http://www.cnet.com/8301-13553_1-10386232-32.html . The G/S sells for $6.95 (looks like just 1 per order [so a different offer]) on LTD Commodities. Go to this link and you’ll see that it’s going to be on pg. 17 of the Christmas 2010 catalog. http://www.ltdcommodities.com/gSpout-Dripless-Strainer/cat_item_pg.asp?G=864&P=15&Rec=6&N=37+461&Nao=0&R=481628-6GZD---1 . Another thought is that large retailers essentially dictate price points to their product suppliers. That fact, I would think, would come into play in determining the final price point for the broader campaign.

Infomercial Footage: Because the below site (posted here previously) which is from June of this year, shows the old footage, I think they’re testing different footage as well. Just my opinion. http://www.cosmopolitan.com/celebrity/news/g-spout-kitchen-tool . Tradeshow and Cesari are likely carefully and deliberately trying to find best potential MER with these price points and different infomercials. I cannot imagine they’d be going to this effort if the G/S was a flop.

Rachael Ray: The September Appearance of U/S on this show should at least result in a few retail agreements. They’d want to be able to say “now available at (insert retailer names)”.

Looking Ahead: Only time will tell, but I believe that the fall is go time for the company. To me “go time” is when real revenues begin to come in. And once go time begins, I believe we’ll have others flocking back into this investment from many of the other non-revenue speculative stocks out there. Since many shareholders sold on the way down, the float is now likely held by a much lower number of shareholders. That smaller number of shareholders won’t be easily willing to part with their shares once the revenues begin to build.

The fall should be interesting.

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