Goodmorning Newelong,
I know from your posts that you enjoyed a good discussion so I thought I would throw that take at you and see where it went. I do not share all of the "devils advocate" comments I made.
As ususal, you reply with a well thought out and informative post. The link to another of your posts in which you gave your opinion on Shareef's bonus and his shares was interesting. I do agree that it is very unlikely that Shareef will be selling his shares anytime soon. I am, however, disappointed by all the drama that occurred concerning the employment agreement and the bonus. Considering the financial position of the company per Q3 results, I think all that could have been delayed for awhile until the financial situation was improved, such as after Q4 results if they are good. It made me wonder if the timing was planned ahead of the Q4 results because those will not be good and Shareef knew that granting him the bonus after bad results would not look good.
I do think there is a nice opportunity with Onescreen added to the stack. Together with Ember's technology and Adaptives own technolgy this could be big as the only end to end stack. You gave a $15 million estimation as to the next year's revenue from Onescreen. I hope that is correct but feel it could be lower for the next year due to the negative press around Onescreen's business practices concerning artificial bots. There is a negative sentiment that needs to be ironed out but IMO the addition of E.J. Hilbert will play a huge role in eliminating fraudulent traffic and adding legitimacy to Adaptive's technology. Shareef's plan is indeed exciting...the opportunities are huge and hopefully some deep pocket businesses will see all that Adaptive has to offer. A small mole hill can turn into an avalanche very quickly with good results.
I also agree with you that the company is exponentially in better hands with Ben and Shareef that with Poutre, Franks and crew. As Ben siad right after the acquisition, Mimvi shareholders got what they wanted and didn't even realize it as the company was now in the hands of "serious minded" tech people. I also agree that Shareef planned the acquisitions all along and that the company will be successful. I do think he could have handled all this differently.
I see I had a reply that must have been removed. Sorry to have po'd someone :) But I find it pathetic that company updates are presented on this thread by someone creating a new user name and making their first post to update shareholders. C'mon man. We get 3 pr's on the drama that resulted in Shareef's bonus but hear a few days in advance of a company pr that Onescreen was now Adaptive? That's not very professional.
Well, my friend, as always thanks for your well respected opinion. Hope all is well with you and your family.
Take care
GLTA shareholders
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