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Monster Worldwide, Inc. Message Board

salpleasego 722 posts  |  Last Activity: Jul 1, 2015 10:19 PM Member since: Jan 27, 2012
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  • salpleasego by salpleasego Jul 1, 2015 10:19 PM Flag

    Linkedin nearly spends an entire Monster on R&D every quarter - 165M last quarter. Linkedin revenue outside of the US is bigger than ALL of Monster. Linkedin gets more revenue from the web site with no sales people than ALL of Monster. Linked will do more revenue in Q4 of 2015 than Monster will do in the entire 2015 year. Linkedin will do 2x Monster's all time high - which by the way was the year Sal did his hostile take over. Linked has nearly an entire Monster in employee stock costs - they are spreading the wealth - they aren't just over paying the CEO and C level staff - they didn't get their shareholder vote on exec comp rejected 2 years in a row.

    Think about that - Monster doesn't even have an R&D line break out. Yes Monster has 'developers' but that's different than product and R&D. Beknown I think was the closest thing to R&D that Monster has done and look at how well that went. Monster buys companies but that's not the same either and it's taken a bath - $500M lost on Hotjobs and China.....and now there is no money.

    You can't catch someone that is that far ahead and spending that much to stay ahead. Sal and team thought they were in the lead and would always be in the lead. Linkedin doesn't think that or they wouldn't be spending that kind of money. Coulda Woulda Shoulda or as the doors say - this is the end and it's Sal, Tim, Lise, Mark e Mark's only friend.

  • Reply to

    This is why MWW share price has stabilized

    by dejpuj8 Jun 30, 2015 5:49 PM
    salpleasego salpleasego Jul 1, 2015 4:41 PM Flag

    So did AOL, Blackberry and others. It's never going to come back it's just going to continue to slide down. The 30m short shares think it's going to happen a bit quicker though - time will tell.

    They have no money left to fix anything and they still don't admit anything is wrong.

  • Reply to

    This is why MWW share price has stabilized

    by dejpuj8 Jun 30, 2015 5:49 PM
    salpleasego salpleasego Jul 1, 2015 3:50 PM Flag

    And how long has Greece been over things take time but the train has left the station.

  • Reply to

    This is why MWW share price has stabilized

    by dejpuj8 Jun 30, 2015 5:49 PM
    salpleasego salpleasego Jul 1, 2015 3:47 PM Flag

    Yet Sal and team blame the economy not competition since 2008 and they get a pass? At least timinator and Mark e Mark say competition has something to do with it - when the reality is it's everything as everybody else has grown since 2009/2010.

    CEO gone - head admin gone - head CMO gone - stock price continues to fall - revenue continues to fall - explain to me how that is not OVER!

  • Reply to

    This is why MWW share price has stabilized

    by dejpuj8 Jun 30, 2015 5:49 PM
    salpleasego salpleasego Jul 1, 2015 8:29 AM Flag

    I don't think that is the reason - the institutions have held nearly 100% of the shares forever - it's nothing new. But they are in mutual funds or general accounts since they are also the ones allowing the nearly 30M shares to be traded short - they are the only ones that have the shares so the other side of the house is lending them out.

    The stock has always been volatile the high and low in any given quarter or year can be 2x. The 52 week high low is $3.41 and $7.03 - that's over a 2x difference.

    The story hasn't changed. Management talks about how things are stabalizing towards the end of the year Q4/Q1 timeframe which is when they get their unjust bonuses and the board sets the compensation schedule for the following year. They get the unjust bonus but not the performance bonus because 5 out of 6 years they missed the numbers completely. They also toss in a restructure (just about every year) which saves as much money as revenue declines so in the end it's noda. Sometimes they also announce a new purchase of a company or a new product that is going to be a real game changer and has the competition scared.

    Then about the middle of the year (now) they talk about instability, the greece this and that, marbels, economic mumbo jumbo, micro macro and all that stuff. Then after a quarter or two the cycle starts again.

    In the end the overall number continues to go down and it's clear management has no idea how to fix this thing. The economy is nearly at full employment and Monster is looking for single digit growth towards the end of the year.

    It's not going to happen over night but it's over....just like I said sal would get retired (fired) and all the other stuff - I'm right and the losers on this board are wrong and provide no real value other than to say SPG you suck I wish you would stop posting the truth. Do you know how much time is wasted by those people reading my posts?

  • Reply to

    SPG & dejapoop are being real quiet....

    by marcus.obama Jun 30, 2015 3:57 PM
    salpleasego salpleasego Jun 30, 2015 4:54 PM Flag

    Thanks for noticing that I have continued to post.

    Now that Q1 is in the bag what do you think - enlighten us with how great it was?

    Bookings growth in the high single digits with revenue growth in the mid single digits is what Timinator and Mark E Mark said that they would be UNHAPPY with. Are they on the road to happiness?

    No far to post a jab and not respond to a couple of questions.

  • Was 4.3M in 2013 and now it's 2.9M.

    We know none of the big c level players had any money in their 401k's so this is the worker people. After Sal left they pulled 25% out of the Monster stock in their 401k's. These are the people that should really know if things are working or not and by the end of 2014 they were saying NOT.

    Only 1.5% of their retirement is in Monster stock.......tells you it's OVER.

  • Reply to

    Short Interest Predictions?

    by salpleasego Jun 24, 2015 8:26 AM
    salpleasego salpleasego Jun 25, 2015 6:51 PM Flag

    It's been OVER - the company will never grow again and revenue will continue to go down....it has since I've started saying that. The best hope is Monster cable buys the domain name for $100M in the end.

    Pretty much all you do is complain about me - why don't you dish out the gold on how much revenue is up or how the new products are working....oh that's right it's OVER!

    At least I have passion - you are just bitter because you work for a loser company.

  • salpleasego by salpleasego Jun 25, 2015 10:27 AM Flag

    Yahoo no longer has Monster listed as the job site - in fact they don't have any job site stuff on the main page and when you search jobs on Yahoo - Monster is way down on the list?

    Does anyone know what Monster was paying for the traffic deal and how much traffic did it generate?

    On the plus side it should free up some marketing dollars - but Monster traditionally just been reducing marketing spend quarter after quarter because of their increased efficiency - not sure I believe that.

    On the negative side it means less traffic which could explain some of the Alexa numbers that have been dropping.

    Of course no press release or announcement likely means it's not in Monsters best interest.

    Somebody in the know - enlighten us!

  • Reply to

    Short Interest Predictions?

    by salpleasego Jun 24, 2015 8:26 AM
    salpleasego salpleasego Jun 24, 2015 6:48 PM Flag

    Short interest is down 1.6M shares this time - that's a pretty big drop.......did the tide turn?

  • Reply to

    Short Interest Predictions?

    by salpleasego Jun 24, 2015 8:26 AM
    salpleasego salpleasego Jun 24, 2015 12:31 PM Flag

    You go through all the trouble of creating an ID and that's the best zinger you can up with. Come on you can do better?

    If we say the same thing over and over and it comes true (which it does) than change the story and maybe your dreams will come true?

  • salpleasego by salpleasego Jun 24, 2015 8:26 AM Flag

    Down 500K last time, up 500K before that. All time high short ratio for the last few months?

    How is the quarter going to end this week?????

  • salpleasego by salpleasego Jun 23, 2015 9:09 AM Flag

    Number 1 problem with job market is it's too easy to apply for a job so companies are overwhelmed.

    All the job companies making big strides are making it harder - linked you search for what you want - dice creates custom boards..........what does Monster do - ALL THE JOBS FOR ALL THE PEOPLE - let's make it even easier to apply for jobs you aren't qualified for.

    The definition of IDIOT is a Monster 'C' level exec.

  • salpleasego by salpleasego Jun 23, 2015 8:13 AM Flag

    OUT

  • salpleasego by salpleasego Jun 20, 2015 10:26 AM Flag

    One week left - let's push people need that pizza.

    $175M in revenue is what has been telegraphed - yes Monster still uses those and typewriter - but I think it's more like $170....but that might mean less than $700M in revenue for the year.

    Indeed doubled revenue overseas this year - nobody else had problem either except for Monster.

    Tick Tock - OVER - Save the company not your bonus!

  • Reply to

    Misleading - lawsuit worthy?

    by salpleasego Jun 13, 2015 10:14 PM
    salpleasego salpleasego Jun 13, 2015 10:26 PM Flag

    They also use the term EPS which is really Adjusted EBITDA EPS not EPS (GAAP) which is the normal definition. I think they should say Adjusted EPS or Adjusted EPS EBITDA. Here are examples from the last conference call - seems like misleading investors to me.

    EPS of $0.07 to $0.11, which excludes approximately $4 million to $5 million of stock-based compensation, $1.2 million of non-cash debt discount amortization related to the convertible debt and restructuring charges related to our Reallocate to Accelerate program. We expect Q2 revenue to be down 2% to 3% sequentially at actual rates. This decline is primarily due to our International segment continuing to face FX headwinds in Europe.

    We are committed to achieving substantially improved EBITDA and EBITDA margins and we reiterate our 18% to 22% Q4 2015 margin target. With that, we are assuming economic conditions similar to today, high-single-digits bookings growth for the year at constant currency with the usual lag between bookings and revenue.

    Looking forward to 2016, we are still on track for the 30% to 35% EBITDA margin target by Q2 2016.

  • salpleasego by salpleasego Jun 13, 2015 10:14 PM Flag

    Is it misleading to investors that the new Monster team uses Adjusted EBITDA and EBITDA interchangeably?
    Actually Sal did as well....if the numbers don't fit the picture - pick different numbers.

    Shouldn't they say Adjusted EBITDA every time since that is what they mean? Adjusted EBITDA was 14% this quarter - EBITDA was 6%? On the conference call they just say EBITDA when they really mean Adjusted EBITDA - if I were an investor I would feel like I was misled.

    Also in the proxy statement they use the term EBITDA not adjusted EBITDA - 30% EBITDA is impossible (my opinion.) Based on them saying the 14% was the EBITDA number I think that is what they really meant or at least that's what the timinator and mark e mark are shooting for. Sure hope they aren't disappointed.

    When you make up numbers you have to make sure you are all on the same page - if they pay out the bonus on the adjusted EBITDA I think they get sued but I don't think they'll be around that long - my guess is they use the retirement clause like Lise and Sal did and we have another proxy non binding vote on pay that doesn't matter and they walk away with all the RSU's even though they didn't earn them.

    If you are going to tell a lie you all have to tell the same lie for it to work.

    I would argue that a 20 year old company shouldn't be using GAAP but I digress.

  • This is from 2012 when Monster did $234M in revenue a quarter - now it's $183M - sound pretty much exactly the same tune the timinator and mark e mark were saying - we are 'solutions' company with a broad portfolio of products.....it's a cyclical declining business.

    The basic culture of the company is different. It is very sales-driven, but it's also driven by innovation, product development, solutions to customers, not just trying to sell them what we have but listening to what they need. We were once a company that couldn't develop its own technology, we crashed twice a week. Now we build well over $100 million worth of systems for governments. That was a dream five years ago.

    Mr. Iannuzzi: The company is stronger today than it's been at any point in the last seven or eight years. But the stock price just was not indicating that, and I owe it as part of my fiduciary responsibility to increase shareholder value any way that I can. And that's what the process is all about and we'll see where it goes. Right now it's progressing.

    SAVE THE COMPANY NOT YOUR BONUS!

  • Reply to

    Still don't get it

    by salpleasego Jun 11, 2015 8:49 PM
    salpleasego salpleasego Jun 11, 2015 10:15 PM Flag

    That is the real reason they stopped using the Monster index. It showed the recovery was happening and Monster was loosing market share. It's why they stop using every metric that they can and have started making them up. Adjusted EBITDA - ok - you know Linkedin has an Adjusted EBITDA almost equal to Monster's entire revenue? They hit the 'number' Adjusted EBITDA all the time even though it's sinking.

    Just wait the shorts are - in a couple of quarters it'll be clear the latest NEW plan didn't work. If Sal had really struck gold he would still be there instead he got his boys to try and buy time in the hopes that the ship turns around. Why would a plan that dilutes the core product with 16x the number of jobs for FREE seem like a good idea except to an ego maniac and his core team of losers that have no idea how to run the company they stole.....in my opinion of course....technically they have not been convicted or charged with anything other than just plain stupidity.

    SAVE THE COMPANY NOT YOUR BONUS!

  • salpleasego by salpleasego Jun 11, 2015 8:49 PM Flag

    Board got renominated but the say on pay didn't pass again - good thing it's non binding. It doesn't really matter because they still don't understand what made monster great which means they don't understand why the NEW (nothing else worked) plan isn't going to work.

    Sal and team used to talk about how the site couldn't even stay up for a day or how this or that process was broke. Monster was never about the technology or 'running the company' it was all about the branding, marketing and telesales force.

    Fast forward and they 'fixed' the technology and bought a bunch of products and created the new product including the 30% company destroyer (adjusted ebitda - like ebitda wasn't good enough for goosing the metric they had to 'adjust it.') Tele sales no longer works - people just want to go to a web page - sales people will never admit that but look at Linkedin - they do more in online (non sales people) sales in a quarter than ALL of Monster - but Sal and Timinator and Mark E Mark hired more sales people. They also reduced marketing spend - or as they say - improved the cost of the UV's. Look at Alexa or anybody else's traffic stats and Monster continues to go down and they continue to spend less. Also who spends $35M a month on marketing with zero results - do you see their commercials - do you hear their commercials - do they just mail checks for $50 for every bot that creates an account. Where do they waste all that money?

    It's a cyclical declining business that had 1/4 the number of jobs at peak and now has 4x the number of jobs at peak (or 16x at the minimum.) Where is the $.

    Tim, Mark - step aside seriously you guys suck worse than Sal. Because you supported Sal and still do even after he is gone - you know the plan is wrong - you know it's not going to work. You aren't going to grow revenue and as such you will never get to 30% adjusted EBITDA - save the company not your bonus.

    SAVE THE COMPANY NOT YOUR BONUS!

MWW
6.31-0.10(-1.56%)Jul 2 4:03 PMEDT