So how does this work JF? You partner Carrie writes the posts for you, by way of email sometimes, and you post them in your name?
I wonder ....
Oh Carrie. Dear me. Really? Wish you well.
Enjoy remark now being a $70M to $80M revenue company
Enjoy Remark's spacial relationship with Aliababa for Kankan
Just enjoy. Peace to the world and you Carrie
oh hold on you are right. Jack Ma must be an idiot to allow Alibaba to give all their data to MARK for Kankan. Jack Ma must be a fool for getting all of Alibaba's social media data from Kankan.
Kankan puff of smoke huh? Carrie?
predictions huh? Sure I expected SP to be higher by now. With CBG & Kankan now in motion and VDC growing it will. All of a sudden MARK is now a $70 to $80M annual revenue company with a huge asset in Sharecare.
And what of your predictions? $2 SP then BK. Remember those. Remember Kantkant? Remember they can't buy VDC they don't have the money?
I am not a Shing lover. I acknowledge and admire that (1) he bought BOTH VDC and (2) CBG each for less than 1x revenues (3) he build Kankan from the ground up and that (4) he is building a technology company in a smart fashion with a massive TAM.
For you it's personal with Shing. Did he steal your girlfriend at college? Did he fire one of your loved ones? Are you simply jealous that he is successful and rich ? Whatever it is get over it man.
tinamw13 calls you Donkey, I call you silly. We are not the same person. MARK is like a coiled spring. When it goes, it will really go. Needs visibility and increased coverage IMO
1. net revenues for Q1 were $14.3M primarily VDC based
2. Factor in growth from VDC as for all the reasons mentioned on earnings call and also in addition with CBG X sell opps
3. Factor in Kankan revenues Q2 to Q4
4. Factor in growth of CBG revenue over 2015 baseline of $7.5M
5. Feels like more than $75M revs for the year
Very good reach into china.
35 people all staying on.
Adam, CEO CBG, seems very impressive
Adam chose MARK as he felt culturally a good fit. Entrepreneurial spirit
Adam was very high on Kankan
CBG due approx $7.5 M per year in revs
already well ahead of that in 2016. good growth
More details of #s in 2016 on next earnings call
Impressive that John Tinker, well renound media analysts, was first up asking good questions
Seems like VDC has regained momentum if you believe the company's remarks on the recent earnings call. VDC employees frustrated? Sure they want the SP to appreciate. Like all longs do. Most longs have been waiting longer than VDC. VDC just recent. SuspectVDC employees happy at the renewed vigor, direction, passion and growth
The only way the SP will move is with continued execution and improvement in fundamentals. Q1's revenue and the recent acquisition point to this. Now all the existing customers of CBG (like Coke, Hard Rock, etc) can advertise on VDC. All incremental ad revenue that will go straight to the bottom line.
Other areas which will help SP (1) increased visibility through more coverage - I do not see that - at least not yet (2) Actual monetization of Sharecare - in fairness lots of talk but no action - yet. That said value continues to go up. Value of sharecare is growing all the time.
Just too many things going for the company for it not to grow - I am still blown away hpw teh Alibaba relationship has not driven the stock.
All these things will. Question of time. And, IMO, when it goes, it will be material.
I feel MARK is like a massively coiled spring wrt SP
not paid. Just long. Yes JF is annoying as he misrepresents. For sure I am frustrated at lack of SP movement last two years. I am aware of quote a few micro cap stocks where the companies are executing very well yet they are not being rewarded. All about fundamantals, growth, addressable market and execution. Pretty clear these are heading in the right direction with MARK.
You said same last time when MARK acquired VDC. And guess what? They came up with the money. You still think the same - that MARK doesn't have the money - the $7.5M to buy the company. Dear, dear me.
The $10 warrants is a strong vote of confidence in Remark and will be good incentives for the management. Of course you choose not to pick up on that.
As I always say Shing, Shing, THE MIGHTY SHING, will always get any monies needed for the company.
How many Shing posters shall I send to your house ?
It seems a great acquisition on so many fronts. I want listed to the call tomorrow to see how mgt portrays this. Very exciting times IMO
absolute, complete and total garbage JF. They were going BK when you werelaston remember that? Then below $2 SP - remember that? Shing, the mighty super Shing, Shing, Shing, Shing ALWAYS has access to money for MARK. Not a problem. Never a problem. Watch MARK unfold .....
The only way leadership makes real money is through material stock price appreciation ...question of time. For sure we wanted it earlier but it's just a question of time. Today's acquisition seems ideal