Yahoo paid $1.1 billion cash to buy Tumblr with barely $10 mln in revenues, should have bought MM or VELT which could have been lot cheaper and have access to instantly $260 mln - $280 mln/yr in sales in exploding mobile marketing sector. MM & VELT sales are poised to rise to over $500 mln within 2 yrs whereas Tumblr sales might spike to $100 mln or $200 mln max.
Acquiring either VELT or MM would have been bargain buy for Yahoo given both companies have huge existing client base that is growing globally.
Sentiment: Buy
Look for 40% to 60% jump by yr end - NOW its the best time to load up because this hot mobile advertising sector is heavily beaten down and offers explosive opportunities. Those that buy now will see quiet significant returns as early as by the end of this yr.
Just look at how most solar stocks have rebounded from their all time lows less than 12 months ago. Most are up between 150% to 600%
MM & VELT are screaming buys for people with some patience.
Sentiment: Strong Buy
VELT & MM both will be up 30% - 45% by yr end from current levels. Look at rally in Solar sector which was almost dead less than a yr ago and now most of those stock have risen anywhere from 100% to 500%
Sentiment: Strong Buy
Covered 5k short at $55 - Not bad trade for a quick gain
Had bougth 4k at $13.25, now thinking of shorting starting over $56 as the last earnings wasn't too impressive with a miss and soft outlook.
Sold 1000 at $52.25 - bought $13.25 / Stock now over priced given they missed by $0.06 last qtr but the crazyness continues in the sector.
Sentiment: Hold
May 16, 2013
8:40 AM ET
J.P. Morgan TMT 2013 Conference
Speaker: Alex Moukas, Velti's Chief Executive Officer
and Jeff Ross Chief Financial Officer
Sentiment: Strong Buy
SPWR went up from $3 to $21 within 12 months, was struggling last yr, now going to report profit for 2013.
VELT will do the same within 15 months
Sentiment: Strong Buy
New CFO + COO, 22% excess staff gone, Cost cutting across board, Lean & Mean org = Recipe for success. Have patience folks as much as I hate seeing how low this stock is and all the screw ups management made, now it is not the time to sell. Company is on turnaround mode and will do well over the time. Stock will slowly rise to $5+
Sentiment: Strong Buy
Sold my 7k at $8.27 locking my gains
Not worried buying given I am with 3 yr investment objective or $3 whichever occurs first
Sentiment: Strong Buy
Buy and forget, come back 1 yr later to see $8 - $12 for sure. Now ($1.80) is the best ever time to buy this stock. Wish I was starting building position today but anyway my objective is to hold for 2 - 3 yrs so I am barely 6 months into my holding since I started building long position.
Sentiment: Strong Buy
Velti continues to experience strong demand for its services and during the first quarter it added key new 7-figure deals with major brands, including American Express, Ford and AT&T, Panasonic, Vodafone, Orange, Claro and Coca Cola
Sentiment: Strong Buy
Q1 Revenues of $41 Mln/qtr which came in $4 mln to $6 mln higher than my expectation
Sentiment: Strong Buy
I get free such offers from Wynn, Bellagio, MGM Group, Mohegan Sun & Borgata as I am a big gambler too
Sentiment: Strong Buy
Will be happy if March ended qtr sales come in between $35 mln - $38 mln / Super happy if $40+ mln in sales come in with guidance for next qtr to be $45 mln to $52 mln
Expecting loss of $0.38 but lets see what actual numbers are.
Sentiment: Strong Buy
Added 4k more today at $1.98
Sentiment: Strong Buy
I hear they fired many top executives too recently but not Chairman or CEO but if they fail to deliver and turn around the company going forward I wouldn't be surprised if they replace more of BOD & Top management.
Sentiment: Strong Buy
Obviously I am not a pumper given I own over 150k shares and to post that they will likely report weak sales and miss on their numbers. You think I am pumping? NO but I am being practical. I don't care about the miss or past as most important thing is present and future which I believe is getting better for Velti.
Sentiment: Strong Buy