News Focus
News Focus
icon url

bellator_exec

08/05/14 10:17 AM

#68921 RE: Odessa99 #68918

Odessa

I picked Q1 2012 and compared to same Q1 2013 and again in Q1 2014.

Diluted shares outstanding were 700K to 4m to 11.9m respectively. Up more than 500% annually. If that isn't outstripping revenue, then I don't know what math is.

That will be my last post to you as you can't have a quality discussion with someone who refuses to acknowledge the facts.

Just watch the PPS if you wish to prove me wrong.

I ALWAYS post my positions and sentiment on this board AHEAD of the events. I am clearly on the record since the beginning of April 2014 when I announced my first and only position in this equity. I also posted sale of a good portion of my position in real time June 29ish at ~$12.20. Had it been a bad move, feel free to criticize my intelligence or timing but so far both have been impeccable. Not patting myself on the back but I have clearly opened myself up to potential criticism but have called every move correct (so far).

Included in my call in April/May was the fact that though everyone on this board and the MSLP exec suites were saying the SEC investigation would be wrapped up by Q2 2014, I have stated clearly that I don't expect any finding for years yet. Again as the only voice on that side of the argument, I have been correct as Q2 has elapsed.

Good luck.

icon url

Rhenarium

08/05/14 11:20 AM

#68939 RE: Odessa99 #68918

bellator is - for now, and for reasons known only to him - being deliberately obtuse. He is far too intelligent snd investment-savvy to believe the twaddle he is posting, to wit:

- God commanded that fair value for any company is always 1x revenue while EPS, EPS growth, revenue growth, FCF, and FCF growth are irrelevant for valuation purposes;
- We should expect ongoing repetition of the 50%+ dilution resulting from the issuance of millions of shares to recapitalize the company when it was essentially insolvent and had O/S of a few million shares (best dilution EVER!;
- We should expect ongoing repetition of the dilution associated from the partnership with Arnold (best dilution EVER, other than the Frost dilution that saved the company)
- We should expect ongoing repetition of the dilution associated with the BZNE acquisition (I have concerns about this one, but only time will tell)
- Advertising and celebrity endorsements are a waste of money - it is clearly the incredible efficacy of MSLP products that is responsible for the company's rapid growth is sales and market share

I could go on, but my fingers are getting tired...