Replies to post #109844 on Bravada International Ltd (BRAV)

[Matthew251430]

It amazes me how the measure of success of BRAV keeps changing when one no longer works into a positive.

Pretty sure most who's serious about a brav investment have been focused and speaking on progress of reducing advertisment cost since DA mentioned ad word changes. That was a year ago.

[baronius]

It's not just as simple as saying more sales is better. Who cares if sales doubled, but ad costs tripled? Making more while spending less isn't some new formula to show brav in a better light, that's just normal business. A million in sales would be great, but not if you have to spend 800k to get it. I'd rather have 400k in sales with 100k in ad spending. Picking 1 number to look at doesn't make any sense, it's all about the bottom line. No spending money on worthless commercials and b-list celebs.

I definitely don't think q1 will be better than q4, but if the bottom line is better than q1 2014, then I'll be happy. There will be no measure of success concerning brav until they are actually profitable, and that will likely take years IMO. In the meantime, I just want to see that it continues to move in the right direction. Slowly, of course, but none of us is in any hurry are we?

[Beezerr34]

Of course YoY growth per quarter is important, but even when doing those comparisons we were usually only looking at top-line revenue. That's fine as long as say, for example, input costs remain stable; however, when input costs change drastically, top-line comparisons don't give as clear of a picture. Advertising costs have kind of become like input costs for BRAV.

Look man, I'll be the first to say that the company lost its way for quite a while. I was not at all happy with where the company was headed not too long ago, and I do think harm was done to the company. I had to sell some of my shares a while back when my family stuff was going on, and, in retrospect, I'm glad that I did. With that said, it does seem that the company is finding its way again. The problem now is that it seems that the company is leaving shareholders to fend for themselves so to speak in the market. Hopefully that changes soon as well.