Never considered the retailer support but you are right, without the retailer adopting the new technology to utilize digital watermarks it doesn't work end to end. Makes it even more complicated to implement as you have multiple stakeholders to convert. My only concern with retailers doing the test with their own "house / private label" brand is that most of these private label brands are price driven , not brand driven so it wouldn't necessarily be an ideal demonstration of the immersive capabilities. Maybe they will be able to do both by finding both a key retailer and CPG company who are willing to work together . Thanks for the insights.
Appreciate the update. As a long term holder of DMRC i learned long ago that the PPS does not typically follow the news flow as i am sure you have also. No doubt that this a big deal, especially for shareholders. Expanding the applications for digital watermarking is critical in monetizing the value of the technology. If they are successful in shifting the Global industry from UPC to digital watermarking the market opportunity and correlating share price expands exponentially IMHO. My only concern in this endeavor is DMRC having to do the "selling" if you will. I get how it can support the brand activation and it is a much more digital/ brand friendly tool in helping brands interact with the consumer through the entire shoppers journey, from manufacturing through to supply chain to retail. DMRC's core competency is technology NOT marketing and bringing to life this technology requires a more consumer oriented / brand marketing approach and i am just not sure they have those capabilities in house. Don't get me wrong, i like what they are doing, just speaking out loud and hoping that perhaps they announce some kind of partnership / trial with a MAJOR Consumer Packaged Goods company and then use their brand building expertise to tell the story / speak to the consumer benefits. It still feels like we are having to do all the heavy lifting, develop the technology and establishing the market opportunity / need. All that being said, i added to my holdings this week on the most recent sell-off so long term i am confident it will happen.
Much like SKUL, at this point Q'4 numbers are meaningless... it is all about 2013 guidance.... SKUL reported solid Q'4 numbers, was up 10% AH prior to the call and opened down 20% after disappointing guidance during the CC... Velt is in a similar situation... keep in mind the analyst day sound bite was EBITDA flat to down vs 2012 so i am not sure how that changes between now and next Tuesday... in summary this is what they have signaled to expect:
Solid top line growth but at a lower % vs 2012 due to improved customer / market choices
better DSO's due to the same
Improved cash flow
EBITDA flat vs 2012...
Anything better and we go up, anything worse and we go down.. could be a $2 shift... $ 4.50 - $2.50 IMHO...
We will see. If it climbs anywhere near $4 prior to earnings, take it and get out.
look at the bright side.. it may make the decision of whether or not to hold thru earnings a bit easier :)
early AH reaction is good but it wouldn't be the first time this earnings season i witnessed a strong opening lift only to turn negative after guidance is released..
its all about the guidance now and they didn't include it in the release.. read into that what you will .. still a chance it goes up but guidance needs to be strong... top line growth, no more margin erosion, tightening SG&A... with some modest bottom line growth...
you guys don't get it... they are not done with MM yet.... just a little tease... mark my words... in lieu of good news and or a catalyst from management they will drive this down into the $7's... remember, they are the same people that were able to drive it from $14 to here in less than 2 weeks .. what makes you so sure they are happy covering at $8.. they are GREEDY
I don't hate you... i feel sorry for you .... you obviously have some deep rooted issues that you are still trying to resolve. Anyone who professes so loudly as to their "self proclaimed" brilliance is compensating for something... you must have been that kid that got picked last and nobody wanted to play with as a child. For the record, my comments had nothing to do with Velt... . My comments were based on you bragging about your big " $8,000" day on 3 other security's. I see posers like you every day that boast about your great picks, after the fact, and when challenged always have the identical response " i sold out ". You have heard it before because you are a repeat offender. Everybody knows the truth, the guys who scream the loudest are typically the biggest losers and small time players who are craving the respect that they are not getting in their real lives. Again, I feel sorry for you, we all DO. Trying playing with real money and be a man and call out your picks before they happen and MAYBE, and thats a BIG IF, people will actually take you seriously. For now you are simply entertainment. Thanks for the laugh. Made my day!
funny, you always have the right answers after the fact.... you are so full of #$%$... i bet if you had the benefit of hindsight every time you made a trade you could actually make a living at it :) Guys you like are a dime a dozen.. all talk.. not sad, pathetic actually .
Curious, did your technicals / crystal ball tell you that SCTY ( which you just bought 2 days ago ) would report a horrendous quarter today and drop 11% and counting AH's. Or did your technical analysis predict this ?
thus is the nature of options.........nice to see it holding up today... I still think they will take a run at driving it down sometime between now and the new FDA date. Gives GSK more time to swoop in :).. now that Piper has floated the $51 / share and created a market expectation.... GSK is probably already second guessing themselves for not buying the remaining 70% sooner...
yup.... buying now has about a $1-$1.50 of risk to the downside, IMHO, but 6X that to the upside... in hold em they go " all in" for those pot odds...... i am still waiting for the drop to $7... i want to buy this damn thing with a $7 in front of it..stubborn
rationally you are right.. but this is not a rational move.. it is pure manipulation so they will drive it as low as they can to allow them to cover and then make money on the way up.. that is the game they play.. you can't fight it
wait.. it will be in the 7's soon... patience will be rewarded ..
everybody thought yesterday at $8.50-$8.40 was a steal and look how well that turned out.... left 5% on the table
equityvaluation- sold 1/3 of my position this morning for an average of $25.25.... still holding 10,000 shares long and looking to reload the 5,000 shares sometime today on the dip.. it has to come