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ValueVision Media, Inc. Message Board

marubozo100 54 posts  |  Last Activity: 5 hours ago Member since: Mar 24, 2008
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  • marubozo100 by marubozo100 5 hours ago Flag

    I sure like the Dollar Shave Club.......and Cratejoy seems like an idea in need of 87M homes...

    Ho Ho Ho as I might say to Neely ....Santa Claus is coming....

  • Reply to

    GE in standby mode?

    by mr_harry_lime Dec 15, 2014 12:16 PM
    marubozo100 marubozo100 Dec 15, 2014 1:18 PM Flag

    Mr Harry,

    It is curious. There last trade was 12/5 and they stand at 3.7M shares.

    Also of interest is our pps has stayed steady despite market turmoil. Bodes well for a jump based on improving consumer sentiment resulting from lower prices at the pump.

  • Reply to

    Ho Ho Ho

    by marubozo100 Dec 11, 2014 10:57 AM
    marubozo100 marubozo100 Dec 13, 2014 8:28 AM Flag

    Harry,

    Agree.....but.....St Mark and Crew would appear to have very favorable consumer sentiment working in their favour....now and for as long as gas prices stay low. They want to get ZU like valuation....that is in the $5B+ range.

    I look for them to copy the ZU Playbook (adapted for EVINE Live). If we get similar results....we can buy the campsite!

  • Reply to

    Ho Ho Ho

    by marubozo100 Dec 11, 2014 10:57 AM
    marubozo100 marubozo100 Dec 12, 2014 4:37 PM Flag

    Mr Lime,

    We have traded at silly multiples (discounted multiple) for years as it turns out....many more years than we traded at silly multiples on the upside.

    25% sales growth in 2015? It is do-able....and it is expected from this team....otherwise this has been 'Much Ado About Nothing'!

  • Reply to

    Ho Ho Ho

    by marubozo100 Dec 11, 2014 10:57 AM
    marubozo100 marubozo100 Dec 12, 2014 2:16 PM Flag

    Mr Trump,

    I think St Mark & Crew can get us to $1B in 2 years or less. That means larger EBITDA next year and once we hit $1B that creates $100M EBITDA. That EBITDA WILL generate cash....more importantly it demonstrates a business model that is more profitable than ZU (or any e-tailer). THE KEY is SALES GROWTH.

    When we get double digit growth....which EVINE Live is all about.....we will get to $62 and then move toward $100. It could happen much sooner than anyone believes.

  • Reply to

    Ho Ho Ho

    by marubozo100 Dec 11, 2014 10:57 AM
    marubozo100 marubozo100 Dec 12, 2014 11:18 AM Flag

    Mr Trump,

    12/1999 the company had 46M shares $294M cash; 25M homes and $274M sales and it hit $62,

    12/2014 the company has 55M shares; $39M cash; 87M homes and $687M sales and it is priced 1/10th of $62.

    The management team experience and vision are much stronger today! Infrastructure is much better/bigger.

    We have a new name/brand....in 1999 it was still 11 months away from ShopNBC.

    We are getting rid of GE today....they are selling because it no longer fits with GE.

    I believe we are in very good hands with St. Mark. He and his team will get us to $62...and higher! We can out -Zu....ZU!

  • Reply to

    Ho Ho Ho

    by marubozo100 Dec 11, 2014 10:57 AM
    marubozo100 marubozo100 Dec 12, 2014 9:42 AM Flag

    Mr Trump,

    One never knows about oil....but the author of the article I cited makes a good case for oil down for 5 years.

    On another subject...with NASDAQ close to 5000....EVLV has @3x the sales and much better forecast than the last time NASDAQ was at that level....what would it take to get EVLV to $62?

  • marubozo100 by marubozo100 Dec 11, 2014 10:57 AM Flag

    The Santa Claus Rally appears to begin for EVLV. Just saw a headline that $60 oil will be norm for next 5 years.

    St Mark & Company just might have clear skies in re consumer spending for awhile.

    Let's get the Z U

  • Reply to

    Why wasnt Evine purchase dislcosed

    by johnpiciune Dec 9, 2014 4:13 PM
    marubozo100 marubozo100 Dec 9, 2014 7:46 PM Flag

    Johnny P,

    Suggest you peruse the SEC filings since June....you will find your answer there.

  • Reply to

    Oh Oh, Bozek vs Miss Moss

    by trumpace Dec 9, 2014 8:45 AM
    marubozo100 marubozo100 Dec 9, 2014 10:35 AM Flag

    Good reading....we have our own Blue Unicorn: St Mark

    The 7 Attributes of CEOs Who Get Social Media (google it)

  • Reply to

    Oh Oh, Bozek vs Miss Moss

    by trumpace Dec 9, 2014 8:45 AM
    marubozo100 marubozo100 Dec 9, 2014 9:59 AM Flag

    #$%$ and bitter "were the words used. I am not a reg reader of her blog but a quick perusal suggests St Mark is correct. I also doubt the blog has a large audience. Heck a little drama might help us!

    I do understand your viewpoint

  • Reply to

    Oh Oh, Bozek vs Miss Moss

    by trumpace Dec 9, 2014 8:45 AM
    marubozo100 marubozo100 Dec 9, 2014 9:30 AM Flag

    Mr. Trump,

    I for one am glad to see St Mark respond to a blogger that appears to be exactly as described. Like his passion. That is the type of passion we need to grow this company and take it to the next level.

    Cheers!

  • Reply to

    Speculation of a return to ShopHQ

    by trumpace Dec 2, 2014 8:57 AM
    marubozo100 marubozo100 Dec 5, 2014 2:55 PM Flag

    Sparkie,

    As much as I would love to quit paying $100M extortion to the MSOs for carriage to 87M homes.....EVINE is not going online only.

    Can't speak to personality adds other than Levine at one time had a huge following at Q. ( maybe Lisa Roberston -also huge Q following - also joins?)

    Anyone/anything that brings buyers are welcome!

    So far GE is ruining any rally we might enjoy....par for the course with GE who has brought nothing but pain for 14 consecutive years. It will be a happy day indeed when they are gone!

  • Reply to

    There is an EVLV board

    by mr_harry_lime Nov 28, 2014 12:59 PM
    marubozo100 marubozo100 Nov 28, 2014 3:59 PM Flag

    Happy Thanksgiving Harry! The Deadliest Catch to offer seafood lovers something to buy on EVLV

  • Reply to

    Bozek on Bloombert TV today

    by rsparker23 Nov 21, 2014 1:25 PM
    marubozo100 marubozo100 Nov 22, 2014 8:49 PM Flag

    Mr Trump,

    I suspect you might be a bit older....and wiser....it is my sincerest hope that you and I (and Harry) enjoy the bifurcation to come. It is long over due...but it may exceed anything we had expected!

    St Mark & Company....let it be!

  • Reply to

    Bozek on Bloombert TV today

    by rsparker23 Nov 21, 2014 1:25 PM
    marubozo100 marubozo100 Nov 21, 2014 5:20 PM Flag

    Mr Trump

    I thought you might be happier since St. Mark appeared on BloombergTV....you were always admonishing mgt to get on CNBC!

    It sounds like we will have an EVINE Event on Cyber Monday.....and I bet EVINE Live TV will promote it next week!

    The General was the last to appear on TV to talk about the company....St. Mark is doing everything right and has received broader coverage in less time than any prior CEO. NY Post, Bloomberg, Multichannel News, etc, etc.

    For those of us who have been around...this is real change that we have not seen since 1999.

    This time however it is for real! St Mark my words....we will be significantly higher more quickly than anyone would expect. We might actually have a very Merry Christmas!

  • Reply to

    Goldman webcast

    by rsparker23 Nov 20, 2014 1:04 PM
    marubozo100 marubozo100 Nov 20, 2014 4:34 PM Flag

    Talk about your X- Files:

    “It is time for a new challenge and a new adventure. Although it is a little scary to leave what you have always known, I am very excited about what lays ahead.” - L. Robertson....QVC's #1 host (she could bring an audience to EVINE Live)

    Perhaps to join K. Levine who left Q awhile back to join with St. Mark.....(she could bring an audience to EVINE Live)

    RTL Group and Bertelsmann to pump $2 billion into digital programming.....“It’s an incredibly disruptive time,”

    Its strategy with Munchies platform, launched in partnership with Vice, is to use annotations and extra content to migrate traffic from the Munchies channel on YouTube to the Munchies platform, a site where they can control ad sales. According to Lauren Cynamon, executive producer of Vice Munchies, the site tries to create an immersive experience with 7 new food articles a day, as well as recipes, in a bid to keep viewers on its platform rather than going back to the Google universe.

    Another opportunity Beers sees for FMNA is to leverage its massive back catalog of television intellectual property to create digital content from classic brands. Tiny Riot, FremantleMedia’s digital studio, is currently working on a new vertical called Buzzer that will be a digital game-show network, says Beers.

    The network will feature YouTube’s biggest stars competing against each other inside popular game-show formats from today and past eras. Fremantle owns the rights to many well-known game shows like The Price is Right, Let’s Make a Deal, Family Feud and Password, all which will be re-made and targeted to a younger audience.

    “The idea is to get these YouTube stars engaged in a great, old game-show format,” says Beers. And they get paid while “getting a chance to subvert an old format and have fun with it.”

  • Reply to

    Miss Moss worth a read

    by trumpace Nov 20, 2014 9:43 AM
    marubozo100 marubozo100 Nov 20, 2014 11:00 AM Flag

    On November 17, 2014, the Company entered into an Executive Employment and Severance Agreement with Mr. Bozek. The employment agreement provides for a three year initial term, followed by automatic one-year renewals. The employment agreement provides for an initial base salary of $625,000 per year, a signing bonus of $125,000 and a one-time first-year bonus of $381,849, payable upon completion of the fiscal year ending January 31, 2015. For subsequent fiscal years, Mr. Bozek will be eligible to participate in the Company’s annual cash incentive plan as in effect from time to time. To assist with Mr. Bozek’s relocation to the Company’s headquarters in Eden Prairie, Minnesota, his employment agreement provides for a living expense allowance of $2,500 per week for up to six months, plus an additional amount to make Mr. Bozek whole for taxes on the living expense allowance. Mr. Bozek will also be eligible to participate in the Company’s executive relocation program. His employment agreement also provides that the Company will reimburse Mr. Bozek for up to $20,000 in reasonable and documented legal expenses and other costs associated with the negotiation of his employment arrangements, and for an award of performance restricted stock units under the Company’s 2011 Omnibus Incentive Plan with a fair value of approximately $1,000,000.
    -----------------------------------

    It indeed was the GOLD proxy........

    If St Mark gets us to a ZU-like valuation....the investment is well worth it. The focus of this board should not be on the past but on the future....and particular attention to plans and results to get us to a ZU-like valuation!

    MIss Moss is all about home shopping nets....EVLN ain't one of them anymore.

  • Reply to

    EVLV Target

    by marubozo100 Nov 19, 2014 7:07 AM
    marubozo100 marubozo100 Nov 19, 2014 5:07 PM Flag

    Mr Trump,

    According to my math...ZU was 28x our MarketCap at its HI of $73.50 and currently stands at 10x our market cap .

    Zu took 3 years to get $1B. We are already 65% there. St Mark & Company should be able to get us there by 1/31/2016....54% growth.

    Quite frankly anything less would be disappointing considering the exp and credentials of mgt and the Board AND an 87M home footprint

  • Reply to

    EVLV Target

    by marubozo100 Nov 19, 2014 7:07 AM
    marubozo100 marubozo100 Nov 19, 2014 3:48 PM Flag

    Mr Trump,

    We can totally agree that there has been a lot of time and resources wasted by the teams in EP.

    Ridiculous carriage charges are behind us (tho still exorbitant imo); ASP is where it should be; we have a proven mgt team that is not arrogant (one hopes) and an energy at the company that Billy said is higher/better than he has seen it in 4 years!

    This EVINE thing better get us to $1B in sales in 2 years or less!

VVTV
6.080.00(0.00%)Nov 19 4:00 PMEST

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