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Vermillion, Inc. Message Board

marlin888 8 posts  |  Last Activity: Nov 30, 2015 1:34 PM Member since: Dec 20, 1998
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  • just jumped in at an average of approx $4.70 with 6,500 shares. Feels like a great opp to jump in.

  • marlin888 by marlin888 Nov 27, 2015 10:14 AM Flag

    not much going on seemingly, or is there ??????....

  • if so, any updates, feedback etc would be appreciated

  • marlin888 by marlin888 Oct 8, 2015 7:07 AM Flag

    Q1 + Q2 = $8.7M in revenue

    5.2M bookings from Q2 that was "not yet earned" plus 6.7M bookings in Q3 probably means Q3's revenue will be in the 11M plus range making a total of approx $20M revenue for for 2015 first nine months. Projected 2015 annual revenues north of $25M ?

    Using Q3 2015 as a basis plus growth demonstrated every quarter,indicates next 12 months revenue of $35M to $40M ??

    Certainly FY 2016 revenues should be in $35M to $45M range. Outstanding execution, strategy and value down here. I suspect it is a question of time before a material and justified increase in valuation.

  • Reply to

    more $3M bookings in JUST ONE MONTH. AMAZING

    by bleep_777 Oct 7, 2015 8:12 AM
    marlin888 marlin888 Oct 7, 2015 8:15 AM Flag

    Agreed ... very impressive.

  • Reply to

    What IZEA is and what IZEA is not ...

    by marlin888 Sep 12, 2015 5:43 AM
    marlin888 marlin888 Sep 30, 2015 9:46 AM Flag

    Bleep - some interesting perspectives here. IZEA is a strategic play in this space and it is executing very well. I agree IZEAfest will be interesting. I suspect listing (reverse split) will take place before or on the eve of IZEAfest followed by many positive developments to be announced at IZEAfest. Q3 will be IZEA's biggest bookings and revenue quarter in its history. I too believe IZEA's current valuation to be very low and rather compelling.

  • Reply to

    What IZEA is and what IZEA is not ...

    by marlin888 Sep 12, 2015 5:43 AM
    marlin888 marlin888 Sep 17, 2015 6:04 PM Flag

    Long, very, very long.

  • It would appear there is still much confusion in the ad space. Any "Ad" company or technlogy is often incorreclty compared with IZEA. The ad space is very diverse with several mutually exclusive areas.

    1. Display ad space. This is a declining area with Google dominating. Recently AOL (also delcining in banner ad space) acquired Millenial Media for 3.5 x revenues. Display ads and now display ads on mobile is an unappaealing market in real terms and google is number one. This is a unattractive space because banner ads are bland and offer little or frankly no enagement or context. Tehy are not a ecostystem play. Comparing Millenial Media to IZEA is like comparing apples to oranges.

    2. Content marketing and influencer marketing are both currently red hot. This area is highly fragmented with no clear massive leader - no 800lb gorilla if you like. Well at least not yet. While there are some smaller platforms, IZEA is still only exchange in the space and has a significant leg up on the competition in terms of experience, technology, rapdidly groiwng revenue (triple digits) and resources. IZEA will likely become the 800lb Gorilla IMO.

    There was a recent emarketer article that spoke of the uphill task comanies lile AOL and Millenial Media have because of the banner ad space they play in. IZEA, its platform IZEAx and the oppotunity ahead of it, could not be more different and certainly way more exciting. Again I reference the incredible revenue / bookings growth qtr on qtr

    Monetization opportuities for IZEAx are abound.

    Happy to take any questions.

1.88+0.09(+5.03%)Dec 1 3:59 PMEST