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I will say this; regardless of the current shareprice and my overall negative feelings toward the company the past year (and very warranted by the way) - even I feel like the shareprice is getting a bit overdone to the downside and...I believe the company just might show a blowout quarter this time. I read the transcripts from the CC - (Google seeking alpha and Bob Hussey to read) and there really isn't any misinterpreting that Ivan thinks this quarter is going to be big - and a huge contract(s) that was talked about in June- are about to hit. Whethere Hussey is the answer or not I think is irrelevant, this is Ivan's show now and I think he's about to deliver....yea maybe I'm pumping cause I want to make money - but really - read the transcripts even if you listened to the CC - maybe I'm missing something but I don't think so. If management fails to deliver again then it will be time to pack it up and move on cause the street cred will surely be gone forever. I'll stick around till December and see what Santa brings in Q-3.
Miami, this is just speculation on my part of course. I am sure there will be some investors who may plan to sell some Augme shares to offset some gains elsewhere. But I am hoping that will be offset by increased buying as it becomes clear to more investors that fundamentals are truly going in the right direction. Also, we may be getting some good news on the IP front over the next several months that also would provide a lift for the share price. This stock has had so much bad news and it has drifted down so far, that it is truly a tightly coiled spring. Some good news that would change perception could provide some dramatic buying. Pendulums do swing.
no one wants to hear about tax time and where this shareprice could go. lets face it folks have made lots of cash/gains in other stocks that would be nicely offset by by augt losses. i do believe we are in for more pain but also that those that bought in at the .50 mark will do their best to stop a slide past that point. they are already facing lost gains for six years of investment here and i am sure while they will say they havent lost a penny yet ,they have not made gains that would justify six years of investment.plain and simple. noone can argue that this has been a good investment for all those years. if you still believe in this story then its a no brainer to buy down here cus a dime or two isnt gonna break the bank when buying shares. the problem is more of , can u believe the story after all the crap over all these years. we are starting all over again and its shown by the posts that "bob" will save us after we got rid of the last bum. ya cant even trade this stock anymore unlessyour moving 10k at a time for maybe .02 gain. sorry, i think theres better ops out there. so as an investor i cant even begin to wrap my arms around this one till they show they will make it and as a trader i just dont see the pop anytime soon .
Ski, I can confidently reiterate what you have said in your post. At least there are still a few around here who are trying to be rational in the face of an admittedly very frustrating, and IMO totally irrational, share price.
Finally someone with a little common sense. Ivan Braiker is as honest of a guy as you'll ever meet. He's well respected by pretty much everyone in the space. If he tells you something, it's true. I've met him personally and listened to the call. Here's what he said:
"I think you’re going to see the bookings continue to be strong – well they are going to be strong. I think where we – as I mentioned earlier, I think we’ll all be very proud of the quarter that we’re in right now and we’re looking forward to the call that we’ll be doing three months from now and we’ll be able to report that."
Will it be a blow out Q? I don't know what you call a blow out, but I wouldn't be surprised in the least if they see 30% sequential growth instead of the 15%-20% they cited and that's without any huge deals. I have heard of a few they are working on and if even one comes in, they are game changers. This is no surprise though since more deals are getting large in size. What now is a big deal will shortly be more of the norm. We're only scratching the tip of the iceburg. Does anyone realize how few company's are able to report they had better than 20% sequential growth quarter to quarter? Better, it's happening while we're still in the bottom of the first inning and nowhere close to the mobile inflection point. 95% retention, 30 new customers, fortune 500 brands increasing ad spend, new experienced regional VP's, and hands down the best mobile platform offering and customer service in the space. Year over year growth for this company should come in close to 92%. Their just getting a hed of steam, wait till next year, if they are still around. People love to forget where just entering the mobile revolution where the company is positioned so perfectly.
I don't know when the stock turns but it will. If it has trouble doing so on its own, it will when someone comes in and tries to acquire the company for a few bucks. Braiker and his guys cost basis is $3.15 on most of their shares. I'm sure they will get it back to at least that point. Even the most conservative of people, analysts or skeptics could argue the mobile business alone is worth at least $2 right now. They get to a $40 million run rate in Q4 and it's worth twice that in my eyes and based on comps. That's with no value for the patents and I'm not so sure they aren't possibly really valuable in the right hands.