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VisionChina Media Inc. Message Board

  • nomadostock nomadostock Apr 29, 2009 9:36 AM Flag

    Pack of wolves post CC salavating over victim

    looks like they are trying to take down this company's stock.

    i can only buy so much for my own acct. somebody has to come in here and say enough is enough.

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    • Right you probably are. Thanks for taking time to explain that between your stage appearances. :)

    • So what are the specific transactions on the various financial statements for these transactions to buy advertising agencies? On what quarter's balance sheet did they create the assets?

      And where is the amortization expense related to those assets?

    • Yes, agreed. This sethgoldman poster is posting utter non sense and should be ignored as he apparently has a clear/defined agenda.

    • How do you get the conclusion that the revenues are "artificially generated" from the premise that they bought ad agencies? All of your posts state conclusions but never contain the arguments to get from premise to conclusion.

      Your last sentence says that the revenues are not real nor sustainable.

      What is your argument that the revenues are not real? Your own post says the revenues are from TV as well as from VISN's network, so at least some of the revenues are real even by your own words. Be specific about how much revenue is not real revenue, and how do you prove that?

      Your other statement is that the revenues are not sustainable. What is your proof of that statement?

      There is absolutely nothing wrong with a company buying other companies to expand their revenue, and paying heavily for that in the first few years. The key of course is sustainability. If you believe that these revenues are recurring and growing for another 10 years, then the discounted cash flows more than pay back the incentive payments for those revenues during the first few years. If you believe the revenues are likely to diminish or just disappear within a few years, then obviously they are not very good acquisitions and the returns are going to be poor.

      You don't make any argument at all. You just state conclusions. Prove something.

    • Idiot! Stop talking to yourself as different aliases on this thread. Yahoo! has your IP address and it is the same!!

    • Seth, I agree with both you and uhxyz about the game VISN is playing. But I doubt whether the CEO can actually come up with these crafty arrangements, things like BVI incorporation of these agencies shortly before their acquisitions and the deferred "performance-based" consideration payable. They have to come from finance guys.

      Sources in Beijing say that the CFO has been dating and is about to marry someone who owns a big TV ad agency in Beijing. I suspect there is some link there.

    • A bit too complex for me to sort out at this time, but I will watch with a critical eye.

      I just finished reading the transcript

      Thanks for the reply

    • You can read the CC transcript. The Stern Agee analyst was right on with the acquisition questions. Dina Liu's answer was convoluted at best.

      Besides do you think advertisers will change their delivery channel from normal TV to bus LCD panels just because their agencies were bought by someone else? These acquired agencies contributed over 56% of VISN 's 2008 revenue. I would figure most of these revenues were not distributed on VISN's network. Then what kind of growth we are looking at?

    • I hear you. Typical wall street set up...they set the estimates higher than most companies can make, even if this was a great economic environment, then wait and lick their chops. Weak hands will get shaken out, but where else will you get a company with over 100% rev growth selling at these prices.

 
VISN
15.55-0.05(-0.32%)Aug 29 3:59 PMEDT

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