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Velti Halka Acık Limited Şirket Message Board

  • bullinvestor2003 bullinvestor2003 Jan 28, 2013 10:43 AM Flag

    $300 mln/yr sales - Growing at 30% to 60%, PROFITABLE with 1400 corporate customers

    $300 mln/yr sales - Growing at 30 - 60%, PROFITABLE with 1400 corporate customers. 6 BILLION mobile devices and the market for mobile advertising to rise to $15 bln in 2015 and $25 bln in 2016 per research reports. Almost 19 mln shares short sold so covering could itself send this to teens or even higher.

    Sentiment: Strong Buy

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    • profitability just exists on paper currently - in fact the company as burned down a giant cash balance within a few quarters and is already on credit line life support. With a good chunk of the business now "sold" (again without getting paid in cash) even paper profitability will be down in 2013.

      If they don't improve cash flow immediately they will be bankrupt at the end of the year at the latest.

    • pais.mocara Feb 22, 2013 3:50 PM Flag

      They aren't profitable. Where in the name of the lord are you getting that idea from?

    • UNDERVALUED currently with market capital of just $260 mln given even Wells Fargo sees revenues of $337 mln next yr and EPS of $0.61

      Sentiment: Strong Buy

      • 1 Reply to bullinvestor2003
      • Isn't that unbelievable.
        I happen to know a LOT of analysts.
        Depending on what guy you get, the number they apply to their discounted cash flow varies tremendously. You have to pick the guy that has a portfolio of stocks he covers that are actually doing well. If not - the analyst pulls in his reins so far that he takes all rrisk premium out of the valuation.

        That is what you are getting from Wells Fargo. The numbers say buy - but he has too many fires going and so he does the cop out - pulls in his wings and IGNORES the numbers by applying some rouge discounted cash flow number to the valuation. And since Velti said their ebitda was coming down in the short term - he yanks the discount up to a point that is ridiculous.

        Follow the Raymond James guy --- he is took on Velti recently and all is new and fresh - he has little baggage to deal with. He is at $8 and reaffirmed at 4:30pm the day of the media event.

    • 1300+ global customers with 91% retention rate and 4000+ campaigns just in 2011
      Customers to name a few - Ford, Subway, Verizon, Vodaphone, T-Mobile, Starbucks, Macys, Armani Exchange, IBM, Coca Cola, Sony, IBM, Shell, HP, Unilever, Microsoft, CBS, Reebok, Johnson & Johnson, Mastercard, Clinique, Nestle, Proctor & Gamble, Dell, Intel, Levis, Nokia, MTV, Honda, Citibank, McDonalds, Airtel, Google, Time, CNN, Crocs, Dominos Pizza, Lenovo, JC Penney, Hyndai, Toyota, Bayer, Kellogs, BBC, Skype, Colgate, AT&T, Oracle, GM, Adidas, Canon, Chevrolet, Alibaba and hundreds of more. (Source Velti presentation)

      $14.5 billion mobile marketing and advertising spending by 2014 with 6+ billion just mobile phone now worldwide with other handheld devices like Tablets, iPads add to this huge opportunity. More smart phone users daily exploding the opportunity for Velti.

      Sentiment: Strong Buy

    • going to be a BIG DOG this year IMO

      Sentiment: Strong Buy