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Vonage Holdings Corporation Message Board

  • masterwallstreet masterwallstreet May 20, 2013 11:11 PM Flag

    What a great presentation

    In my opinion only, I listened to and I watched the presentation. It was fantastic.I knew that they were trying to take it down before the presentation and they were able to pull it back a few pennies. Let's break it down. They talked about basic call. They talked about a partnership in the future. They talked about how the company is accelerating in all areas with products and services. Insiders hold 20% of stock. The institutions own 62% of the stock. That is 82% of ownership. There is only 18% available. A BS article came out about Motley Fool an attempt to try to bring Vonage down. Forbes comes out about July options for Vonage. Now we are getting some news. We should get a lot more action and volume. I advise everybody to log on and listen to the presentation. This stock is worth a lot more than three dollars. The new CFO hit home run today because he nailed it to the tee. This stock in my opinion will take off before this month ends. Hopefully we will see between 3.50 and 4.00 or higher. This stock has been shorted about ten million shares. That is 30 million dollars that they have to cover. The company is buying more shares this quarter. We should see a lot of action before May ends. It is not over until the fat lady sings. PS I like fat ladies.

    Sentiment: Strong Buy

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    • It was a good presentation, but "why" did he go all the way to New York City to reiterate what was recently said in the last quarter company CC? Nothing new was said, just a rehash of what Lefar said during the CC. Why send the CFO when he's been on the job just 20 days? Seems like the CEO would have been a better position to talk at the event than the new CFO. Hell, I could have regurgitated all that info about the company myself and I'm just a lowly shareholder!!! Did it really take a Harvard MBA to address those in attendance at the Stifel conference? How much did it cost Vonage to send him there? Hopefully they didn't have to pay a fee for attendance at the conferance.
      On a side note: I didn't understand what was meant by M&A...Preserving flexibility to
      accelerate growth...outlined on slide 11 of the presentation.

      • 2 Replies to zencamebronson
      • "It was a good presentation, but "why" did he go all the way to New York City to reiterate what was recently said in the last quarter company CC? How much did it cost Vonage to send him there?"

        The presentation was in mid town Manhattan. The cost to send Pearson and Leslie Arena there from NJ should have been negligible. It's just a day trip and I am sure they either took the train in or drove together.

        "Hopefully they didn't have to pay a fee for attendance at the conferance."

        Pearson was a speaker. He should not have been charged an attendance fee.

        "Nothing new was said, just a rehash of what Lefar said during the CC."

        Agreed, nothing new was said, but that was to be expected. Here are a few thoughts I had in listening to Pearson's presentation.

        **34 patent applications pending, with many mobile related. Plus over 20 patents awarded, up from 3 just a couple of years ago.

        That's great, but let's see some details. What are the patents worth? How much revenue if any is being generated from them? If zero revenues are currently being generated from them, how much if any revenue is expected to be generated from the patents over the next 12 months?

        **Slide 7 Targeting Existing Markets. Mobile messenging/SMS $170 billion market.

        I laughed at this one. Lefar was talking about seizing low hanging fruit by offering a cheap SMS plan back in 2010 but then nothing materialized. Meanwhile other apps like Tango and Viber beat Vonage to market. And they're STILL talking about SMS three years later?

        **BasicTalk. Thinks it will be profitable and a meaninful contributor. Will be supported in 1,000 Walmart stores.

        Glad to hear some specifics on how many stores BasicTalk will be supported in. But how about some guidance/forecast? Meaningful contributor says nothing to me. He may as well have said fingers crossed I think we can do it.

        Continued...

      • Zen, I think they sent the new guy because it's his job AND he's got CONNECTIONS - That's the reason (IMHO) that they hired him. He has connections to the Big Brokerage Houses and Fat Cat Investors which should really start to kick in when (not IF) Vonage goes over $5.

        To put it another way: It ain't WHAT you know, it's WHO you know.

        Good luck to all good people.

 
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