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CounterPath Corporation Message Board

dougschott40 25 posts  |  Last Activity: Sep 25, 2014 5:19 PM Member since: Aug 5, 2011
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  • Reply to

    So Doug...

    by victoryboat Sep 23, 2014 4:41 PM
    dougschott40 dougschott40 Sep 25, 2014 5:19 PM Flag

    Oh, Victory, you are too kind. I'm sure I've been misleading the sheeple for much longer than five years!

    But then it must be a little confusing for some because, despite my admitted cheerleading for the company, I have also been very critical of its disappointing revenue track record. Having pretty much wasted the last three years, the company must certainly figure out a way to increase revenue dramatically in the next 2-3 quarters or face being abandoned by its staunchest supporters, myself included.

    Personally I think Q2 will show some improvement. We'll see. I don't think it prudent to be on the short side of this trade at these price levels. Good luck.

    Doug

  • Reply to

    So Doug...

    by victoryboat Sep 23, 2014 4:41 PM
    dougschott40 dougschott40 Sep 24, 2014 11:51 AM Flag

    Oh, no, I'm sure there are a lot other people who can't think for themselves who will need someone else to blame if they choose an investment that doesn't work out for them.

    As for me, after ten plus years I am disappointed that CounterPath has such a hard time selling their "industry leading tech." However, I still think the company is on the verge of increasing its sales substantially, and I have been adding to my position as the share price continues to decline. I've done this three times so far, and over the years was able to take out about $16K. No pump and dump, just a disciplined trading program which has allowed me (and several friends) to accumulate over 40,000 shares each.

    So how are you doing?

    Doug

  • Reply to

    Thoughts on the Q1 results

    by p.hilley Sep 16, 2014 11:42 AM
    dougschott40 dougschott40 Sep 17, 2014 12:46 PM Flag

    Q1 was pretty much as expected. And they didn't exactly beat the drum for a better Q2, only saying that they were confident in being able to achieve their business model... whatever that means...

    So today we get a decent PR and a bump, only to see people selling into the little rally.

    Business as usual...

    Doug

    Sentiment: Hold

  • Reply to

    Upcoming Q1 10Q

    by dougschott40 Sep 4, 2014 12:50 PM
    dougschott40 dougschott40 Sep 11, 2014 12:56 PM Flag

    Longman, maybe they decided that the CCs are a waste of time. I'm sure that is what the two stalwart bank /fund reps (the only two guys who ever ask questions) must think after pastl CCs where their questions were pretty much evaded.

    Best,

    Doug

  • Reply to

    Upcoming Q1 10Q

    by dougschott40 Sep 4, 2014 12:50 PM
    dougschott40 dougschott40 Sep 4, 2014 4:16 PM Flag

    Very possible, as new disenchanted buyers head for the exits. Could see a test of the recent low.

    Good news is the company can now buy back shares on the NASDAQ to defend the PPS from going through the floor.

    Best,

    Doug

  • dougschott40 by dougschott40 Sep 4, 2014 12:50 PM Flag

    Just a word of caution. The upcoming Q1 10Q earnings report due out NLT Sep 15th is likely to be flat vs 2014 Q1. So don't get your hopes up too soon. Focus on Q2 in three months.

    Best,

    Doug

  • dougschott40 by dougschott40 Aug 13, 2014 10:20 AM Flag

    A snippet from today's PR:

    Bria 4.1 for Windows available for purchase on the CounterPath store for $49.99 USD. The Bria Screen Share Add-in is a monthly service subscription for $14.99 per user. The Bria Add-in for Outlook is an optional one-time purchase for $8.99 per user. Both Add-ins will be available for purchase in the CounterPath store in all countries by the end of the day.

    It is good news to see a recurring revenue source, in addition to the one-time sale of Bria.

    Best,

    Doug

  • dougschott40 by dougschott40 Aug 9, 2014 9:52 AM Flag

    Everyone here has been rightly disappointed by the erosion in the PPS since our 6.4 million share trading day. Rather than throw rocks at each other here, why not take a moment and call CounterPath's investor relations rep and vent your frustrations out on him?

    Here is the IR phone number: 604.637.6498

    If you learn anything of interest please share with us on this board.

    Best,

    Doug

  • Reply to

    That's a bit of a stretch.

    by dougschott40 Aug 4, 2014 11:24 AM
    dougschott40 dougschott40 Aug 4, 2014 12:06 PM Flag

    Longnwrong,

    No doubt CPAH has underperformed vis its industry. The question is whether they have turned the corner on their marketing efforts. Recent indications are that Sir Terry Matthews is back in the game, which tells me he thinks revenues will be improving. Kind of like Peyton Manning going underground after the Super Bowl loss... and now back in the news as the preseason gets underway.

    Personally I will be adding shares in the next 6 weeks while they are on sale.

    Best,

    Doug

  • dougschott40 by dougschott40 Aug 4, 2014 11:24 AM Flag

    The "pump" PR? You would be hard pressed to find a stock that has less "pumping" than CounterPath!

    As the resident shrink/Messiah, I certainly understand everyone's disappointment (having owned the stock since 2004)). However, I maintain that the patent PR was not much different than most of the others over the years which generated almost zero interest from investors. I still maintain that someone with a lot of money (and a belief that something significantly positive for the company was imminent) kicked off the buying spree. The day traders kept it going until the rally ran out of steam and the selling avalanche began. I considered selling a portion of my shares at $1.90 but held off. Big mistake. By now I should have known better.

    So we wait for the 2015 Q1 report NLT Sep 15th. I expect it to be flat vis 2014 Q4. In the mean time the share price will likely erode in the absence of a major announcement. A lot of people are tired and heading for the exits. That is usually the sign of exhaustion right before the real rally finally begins.

    Doug

  • Reply to

    Doug help!

    by longnwrong79 Jul 29, 2014 9:36 PM
    dougschott40 dougschott40 Jul 29, 2014 11:33 PM Flag

    Longnwrong,

    1. I think it is likely that the initial buying surge was prompted by 1 or 2 people with a lot of money ($3mil+) who decided to buy shares in a hurry because they thought some significant good thing had happened. I don't think that event was the patent announcement. The remaining trading volume was mostly day traders.

    2. I expect 2014 Q1 (out in mid Sep) revenues will be flat vs 2015 Q1. Q2 may surprise to the upside.

    3. Yes, I think there are too many sales VPs considering the sorry sales results in the last 2 years.

    4. CEO/President Donovan Jones is a smart guy, but there is no doubt that his inability to sell the best tech in the industry is a disappointment. However, the delays in booking large scale sales may be due to bad timing and changes in the leadership of the customer companies he was trying to close deals with. The guy has been snake bit to some degree, but he needs to produce in 2015 or Terry should seek new leadership for the company.

    All JMO.

    Doug

  • dougschott40 dougschott40 Jul 28, 2014 2:50 PM Flag

    Oops. Meant Q2 better than Q1. Getting old...

    Doug

  • dougschott40 dougschott40 Jul 28, 2014 11:47 AM Flag

    Blackdog, I expect Q2 to be much improved over a flat Q2. If so, anyone who is a new bagholder should be able to exit in 4-5 months just in time to watch as the PPS finally takes off.

    The recent rally was fueled by someone with deep pockets who thinks he has a sure thing. I doubt anyone puts in $3 million on a small Canadian start-up without good reason.

    Best,

    Doug

  • dougschott40 by dougschott40 Jul 25, 2014 6:28 PM Flag

    Valueshopper made some great points about our one day rally.

    I will throw a few thoughts in the hopper, too.

    If nothing else, the 6+million share trading volume pinged a lot of radars out there, prompting many thousands of new eyeballs to take a look at CounterPath. How many of them would ever have paid attention previously to what is basically a small, privately held (despite being publically traded) Canadian start-up? Ah, none...

    Secondly, someone was in a hurry to load up some cheap shares ahead of... what? WE don't know. But it doesn't matter what WE know the guy who ponied up about three million dollars to buy all those CPAH shares had a good reason to do so. We just don't know what it was, yet.

    What we do know is that CounterPath has a lot of irons in the fire. They really do have the industry standard in Bria, and their focus on the enterprise (business, wholesale) market is likely to result is some big sales with significant revenue. Maybe one of these deals closed and our big trader knows it. Maybe it was something else. It doesn't matter. What matters is a stock trader doesn't put all that money on the table without being confident that his bet will pay off in a big way.

    Finally, the big rally showed what many of us have been saying for years this thinly traded stock can skyrocket in a hurry if someone with deep pockets starts to accumulate shares. And the next rally could be based on substance, not the secret reasons of a stealth trader. If so, Valueshopper will be proved right the guy who bought shares at the top of the rally is still likely to get a triple for his investment. That will make our Fidelity Fund angels smile, too.

    Best,

    Doug

  • dougschott40 dougschott40 Jul 21, 2014 3:08 PM Flag

    Holy, other than a few press releases and SEC earnings reports, there has been almost no "pumping" of CounterPath during the ten years I have owned the stock. If anything, many of us oldtimers have been critical of the company's disappointing revenues in the last couple of years. Nobody talked this thing up. We are all bumfuzzled by the sudden pop. We can hope that there is a solid basis for the rally that will be known in the days ahead.

    Doug

  • dougschott40 dougschott40 Jul 21, 2014 11:58 AM Flag

    We are seeing the typical 50% retracement off the initial run-up. It will be interesting to see the follow through in the next couple of days. You can bet a lot of radars were pinged today.

    Doug

  • Reply to

    Added 15000 more go CPAH we will see $2.5-$3

    by adamschastein Jul 21, 2014 11:04 AM
    dougschott40 dougschott40 Jul 21, 2014 11:54 AM Flag

    Bill,

    This is new real money coming into the stock, not a blip or background noise.

    We may not know the driving issue for the accumulation for some time.

    Doug

  • Reply to

    Wait for it...

    by johnmorrow239 Jul 21, 2014 11:42 AM
    dougschott40 dougschott40 Jul 21, 2014 11:51 AM Flag

    John.

    I doubt that today's PR had much to do with generating over 4mil shares of trading volume.

    Doug

  • dougschott40 by dougschott40 Jul 21, 2014 9:50 AM Flag

    "CounterPath's latest patent for network based authentication builds nicely on other recent advances we have made in client configuration and provisioning, Virtual Desktop Infrastructure (VDI) and Mobile Device Management (MDM) with the goal of making it easier for people to use softphone client applications on any device, any platform and over any network," said Donovan Jones, President and CEO of CounterPath. "With this technology, our Bria application can be embedded into a device leveraging SIM authentication, offering an unprecedented level of ease of use to the customer. Consumer expectations for apps are high and this patented technology positions us at the forefront of the industry as the only VoIP application provider with a patented SIM based authentication methodology. Operators also benefit from this technology as it enables them to launch an advanced and easy to use Operator OTT application with seamless authentication, thereby increasing customer satisfaction and reducing churn."

  • dougschott40 by dougschott40 Jul 12, 2014 9:59 AM Flag

    longnwrong, the tone of the conference call was certainly subdued (especially for Karp), and I would expect a flat quarter after a 40+ percent increase in earnings.

    That said, I have never understood why a tech company would experience seasonality in its sales. It's not like they are growing wheat or something.

    Also, having tweaked their sales channels repeatedly and bolstering their sales force (especially in Europe) they should see the scalable revenue growth Jones mentioned at some point.

    There has got to be a pony under there eventually...

    Best,

    Doug

CPAH
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