"Not sure what a _____is," and "I understood that to be,...." and "that's how I interpret," and "I have a theory," and "I'm also not sure...." and "I get the impression...." Conjecture is your game and unsubstantiated theories are your claim.
Despite declining device sales, access right renewals will have a long tail and keep providing ample cash flow.
The overall VOIP market remains strong, and the company is likely to bounce back as management diversifies its offerings.
The stock is so cheap at 2x EBITDA, no home runs are needed. A mere single by management will cause the stock to pop significantly.
Our cash flow analysis shows the company could have upside of 70% or more to fair value even with pessimistic growth prospects.
This product is a profound blessing. So exciting to contemplate that this killer's stranglehold on so many is nearing an end. And a relief.
I had some audio issues. I don't think it is our computers. Furthermore, I have the same concerns you express here. I think the reaction to the query about their reluctance to be forthcoming was rude and creepy. Why can't they just acknowledge this shortcoming---at the very least? Still too opaque for my comfort.
Generally, I agree but there are pockets of business that are not govt owned....taxi service, for example, and, in limited numbers, eateries. I would not expect MJ to do a booming business there, but there is a tiny, burgeoning class who may be able to afford and appreciate MJ. One thing I just learned is that there is a privileged class (yeh, in "communist" Cuba which can afford MJ. They are the ones who recently enjoyed--much to my disgust--Chanel's latest fashion show there. You see, Karl Lagerfeld is inspired by the "richness of Cuban culture" and decided to exploit it. The hoi poloi were there. The masses were huddled behind the red tape.
Just because a country is fascist, doesn't mean it's communist. If you read Das Kapital, you would know that communism, as defined, is not fascistic. Unfortunate that Communism became defined by Soviet and everything that flowed from it. Let's just call Cuba a fascist remnant of Soviet Imperialism.
Nice to hear from others who loves the product. I got my first MJ appliance in 2009 and, having moved abroad since then, have found it invaluable. I've faxed over it too. Did that come in handy! At the time, I had few options living in the middle east.
In terms of the lawsuit, In my opinion, this is yet another bogus suit that will go nowhere. Tech companies are particularly vulnerable to them and MJ has endured one other a few years ago (maybe two over the last 5 years?) This too shall pass. This is a case for "ambulance-chasing" attorneys. Affect the price? Doubtful. The stock is at a new low and I envy you your chance to get in at this price. Perhaps wait until May 10th when you can listen to the conference call.
"I don't listen to anyone here." You and me, both. There are no longs selling at these levels. I too was investor in 2009 at a little over $1 not long before the merger.
Despite the possibilities you state, MJ's presence in hotels is compelling: convenient, inexpensive and, hopefully, ubiquitous. When I travel internationally, I can use fb but I don't. I can use Skype, but I don't. I use MJ because the app is more convenient and a U.S.-to-U.S number is a definite added convenience for my U.S. contacts. I will not fuss with SIM cards and I suspect others prefer not to either. Maybe an int'l traveler but not likely unless he/she travels often. And if they do, the sound quality is unlikely to be as good as MJ's. Some of Patel's hotels are "large chains" like La Quinta and Comfort Inns. Most business travelers are not accommodated at $300 plus/night. For example, I know for a fact that IBM and UPS management/authorized agents are not reimbursed for expensive rooms. They are expected to stay in competitively-priced accommodations unless they are at the extreme upper echelon of the company.
What about someone from outside the US staying in the U.S. who needs to call within the U.S.? Also, I assume the deal includes inexpensive international calls. Like I said, even if 10% of these 17,700 hotels were to accept the coverage, that is a 4.3% increase. That is without Telefonica.
The curmudgeon-induced #$%$ here is tiresome---even once or twice a week when I condescend to check in. Will say it for those who will warn me that they will mark my words and rub my face in them in a year or two. So this is my dare.
First, there are more ways to innovate than those of technical innovation. Business acumen is a form of innovation too. The provision to at least 17,700 hotels---even if only at a 10% utilization rate --- means an increase of 4.3% in revenue. If they were to get 100% hotels to utilize, that's an increase of 43% revenue: Crown Plaza, La Quinta, Days Inn, Fairfield Inn, Comfort Inn and more..... Furthermore, Broadsmart, though not "well-known"---as per someone's denigrating critique here--does what other niche-players do---provide services in a huge market where any company with a decent product/service could fulfill specific needs. The Broadsmart acquisition alone translates to a 15% increase in revenue. With both these two business, MINUS Telefonica, we would expect an increase of at LEAST 15%-20% overall with continued ongoing growth.
I'm in for the longer term. I only wish it hadn't taken as long as it did.
Don't despair. The company is only now about to realize the revenue from plans begun within the last few years. The business model is quite different from what it was 2-3 years ago. Just wait and see. I believe in the soundness of their direction.
The only reason you believe you "cajoled" me into commenting is because I had you on "ignore" for months. I took you off just to see if your OCD was still compelling the same nonsense I've seen over the past 6 years. Back on "ignore."
"People who listened to you...." LOL. Who would buy on my good sentiments? On a message board!? Are you nuts? But thanks for assuming I have the authority of some sort of guru. I've never been short this stock.
I think you misunderstood me. "Now" refers to my husband's relevance to, and knowledge of, the industry. Of course I would not sell now. I can't buy "millions" of shares, but am holding, with confidence, the 12,000 I have.