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Monster Worldwide, Inc. Message Board

salpleasego 229 posts  |  Last Activity: Jan 23, 2015 10:35 AM Member since: Jan 27, 2012
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  • salpleasego salpleasego Jan 23, 2015 10:35 AM Flag

    True except for you mom - but at least I didn't lose any money on this thing.

  • Reply to

    CFO

    by harvespecter Jan 21, 2015 2:48 AM
    salpleasego salpleasego Jan 23, 2015 10:33 AM Flag

    You WANT to be let go for no cause. It doesn't matter at this point there is no money to fix things and revenue hasn't grown in 7 years. If you get fired without cause (talking the senior people here) you get paid out and you can cash in your stock which is still worth several million dollars.

    Bill Clinton couldn't have negotiated the deal better or communicated it better. The company is in a weak position with no money and the only currency they had was to issue stock (which they just spent the last two years and all of their money buying even though the stock price has continued to decline.) The short interest is at a record high after the convertible. The company is weak and wall street took advantage of that. They paid over 30m up front to borrow 143M at 3 percent - its more like 10 to 12 percent loan in and environment where strong companies are paying 3 -5 percent.

  • Reply to

    CFO

    by harvespecter Jan 21, 2015 2:48 AM
    salpleasego salpleasego Jan 21, 2015 8:42 AM Flag

    You might be right but when the CEO and Chairman are both finance people they are likely speaking their own special language. Was the convertible really his fault - not likely given Sal and the timinators background they mostly did or decided how it was going to be done. It is really the CEO's job to deliver the message so I wouldn't fault Langrock on that but I could be wrong.

    If we are looking to thin the herd I think Lise makes the most sense. I'm thinking Poulos is most likely next - she never got the COO title and now there is one - not sure why you need both especially when you are paying them $1M+ a year with cash and prizes. They might keep her around because she worked at Symbol but it's a redundancy now that they have an official, real COO who they haven't released a salary for but did give him 200,000 RSU's (about 1M at todays prices.) I'm sure it'll be for no cause or whatever so they pay her out 18 months plus bonus, medical till 65, car service and all that jazz. Maybe they are trying to give her time to look before they pull the trigger.

  • salpleasego by salpleasego Jan 20, 2015 5:28 PM Flag

    Can someone explain the pattern for Monster lately? It tends to be way down in the morning and rally towards the end of the day - not always positive but close. Does that mean someone is buying in or selling out or trying to prop it up? Any trader insight?

  • salpleasego salpleasego Jan 20, 2015 11:06 AM Flag

    As stated I have no money in the game. I'm just trying to save people from losing money and/or their job. I know a lot of people that work at the company and I'm their outside voice. It doesn't really matter though because they can't replace the lost revenue fast enough with new products. Search, government, and the other products are at least $200M a year and yet revenue continues to fall quarter after quarter.

    An Internet company has to be run by paranoid and aggressive visionaries.......not finance or business people. They have their place but it's not in the CEO, product, or marketing chair. Sal and the timinator are just that - they could improve the existing process but they lack the vision to see how things are changing until it's too late. If they had the fast follower gene in them they might have a chance but they didn't see Linkedin or Indeed as a threat until after it was years to late. They are playing catchup instead of leapfrog.

    There is no money to fix this thing and unless revenue starts to grow it's just OVER. Even Careerbuilder has seen single digit growth the last few years....everybody else has had double digit plus growth.

    I understand on paper it looks like a value and a possible large turn around. But that's ignoring the history and the real state of the company. When you see that you know there is some money to be made on the ups and downs (velocity and volatility) but in the end the trend is down and out.

  • Reply to

    The timinator

    by salpleasego Jan 14, 2015 8:33 AM
    salpleasego salpleasego Jan 16, 2015 8:50 AM Flag

    That made me laugh - ok you are in your own special category separate from Stockexpose - have a good weekend - it's a long weekend here in the US for some of us - MLK day Monday - but there are some places that still don't celebrate it.

  • Reply to

    The timinator

    by salpleasego Jan 14, 2015 8:33 AM
    salpleasego salpleasego Jan 16, 2015 7:28 AM Flag

    No $2.xx I've only really been saying since Q4 of last year - it was $4.xx and then $3.xx before that but we crossed those thresholds already. The trend since Sal and Symbol took over has been downward. The stock is small enough in market cap that it does has large swings - the difference between hi and low in a quarter can easily be 50% but overall it's heading down. Last 12 months it has a negative EPS - it's been negative most of the time Sal and Symbol have been in charge. That's why they stopped reporting a real number (GAAP) which everybody uses and went to EBITDA which only high growth capital intensive companies use (Monster is neither) and went to an even more made up adjusted EBITDA so they could pull out the $10M in stock grants they give out in a quarter although Q4 is going to be $15M+.

    Keep fighting the good fight - I'm sure you and Stockexpose are right and I'm wrong.

  • Reply to

    Blackrock

    by salpleasego Jan 14, 2015 3:39 PM
    salpleasego salpleasego Jan 15, 2015 2:55 PM Flag

    You could be right - I looked at institutional holdings for Blackrock on Nasdaq for MWW and it was 4.5M as of 9/30/14 but maybe that was just the one fund.

    We are dropping fast the last couple of days - have the numbers for the quarter leaked out?

  • salpleasego by salpleasego Jan 14, 2015 3:39 PM Flag

    More strange. I think Black rock had 10% ownership a while ago but then dropped back down as of 9/30 they only had about 4.5M shares or less than 5% maybe. Now they just filed that they have over 9M shares or over 10% ownership. I don't know if that's a short position, hedge or real ownership. Might be something might not - don't know - continued mixed messages until earnings.

  • Reply to

    The timinator

    by salpleasego Jan 14, 2015 8:33 AM
    salpleasego salpleasego Jan 14, 2015 10:25 AM Flag

    Read my abundance of previous emails the data is overwhelming. The only thing positive is some increase qoq or yoy in either the us or international but almost never both. CEO abrupt change - 10m charge for that in q4 - nothing is positive - nothing.

  • salpleasego by salpleasego Jan 14, 2015 8:33 AM Flag

    Not sure what to make of the salary.

    Sals ego wouldn't let him make as much as he did or get as many options?

    They used all the salary and options to pay out Sal and can't really afford to pay the timinator that much?

    They didn't want to pay him too much because he won't be in the position at the end of the year but they had to pay him more than he was making?

    The fact that it took 2 full months after Sal got a personal issue for no real reasonable cause or reason means it was forced since they didn't have a replacement lined up?

    Timinator didn't really want the job and they offered him a lot less but eventually the came to an agreement with the understanding that he didn't have to finish out the year?

    Will the timinator run the call or will Sal chin butt in all over the place? It's pretty rare for the chairman to speak at all on a conference call - can Sal bite his tongue or will his ego take over?

    My guess it's a huge miss on the quarter - guidance won't be good and we see $2.xx pretty quick. But stockexpose says he's got the 411 and it's all gravy baby. The timinator will stall for time as the new CEO and that he has initiated a strategic review of the current plan and options for the company.

    The board is circling the wagons - they don't want the perp walk as this thing heads into bankruptcy.

  • Up slightly but the days to cover went from 13 to 17.

    It's now wait and see till the numbers come out....

  • Reply to

    I'm BUYING every dip MWW is ready to takeoff

    by stockexposee Jan 12, 2015 2:24 PM
    salpleasego salpleasego Jan 12, 2015 2:38 PM Flag

    So admitting that you are committing a crime based on rule Rule 10b5-1 is a reason to trust you?

  • Update - only Sal loved the stock at any price. Only one repurchase EVER was for less than what the stock is now but that may not hold (Q3 2013.) Stupid is doing the same thing over and over and over again. As I have said before looks like the well has run dry. They may have bought Sals 1M RSU's (to cover taxes) but I don't think they bought anything else last quarter.....

    Confusing messages for sure - bullish reports on options - all time record short positions - new strategy - CEO resigns for no reason/cause. It really does come down to the Q4 numbers - anything but a strong beat and Tim's tenure will not last through the end of the year.

    We should have the short position update tonight for the end of year and one more before they announce towards the end of this month.

    What do you think - did they stick Q4 is Q1 looking bright as well?

    Q4 2014 4.40
    $ Don't know (did they buy Sals shares or dilute this quarter?)

    Q3 2014 5.95
    $0.6M (0.1M @ $5.52)

    Q2 2014 6.28
    $12M repurchase (2M @ $5.88)

    Q1 2014 7.22
    $40M repurchase (5M @ $7.88)

    Q4 2013 5.22
    $46M repurchase (8.2M @ $5.63)

    Q3 2013 4.90
    $37.2M repurchase (8M @ $4.64)

    Q2 2013 4.93
    $23M repurchase (4.4M @ $5.35)

    Q1 2013 5.49

    Q4 2012 6.30
    Q3 2012 7.41
    $7M repurchase (1.1M @ $6.16)

    Q2 2012 8.54
    $25.6M repurchase (3M @ $8.48)
    gonna sell bump continues then starts to fade

    Q1 2012 8.18
    $33.3M repurchase (4.4M @ $7.58)
    gonna sell bump starts March 22nd

    Q4 2011 8.08
    $42.0M repurchase (5.5M @ $7.60)

    Q3 2011 10.11
    Q2 2011 15.42
    Q1 2011 18.20

  • salpleasego by salpleasego Jan 9, 2015 10:28 AM Flag

    Run up due to positive economic news related to jobs?

    11.2M jobs over 58 months extending the longest streak on record - yet Monsters revenue has continued to decline - will that reverse when they announce Q4?

    Next week we get short interest for Dec 31 - might be a telling sign.

    If Tim crushes the numbers in Q4 then I think it's on - but if it's the same story about uncertain economy and all that jazz then it's going to be a crush for the stock. Remember Monster pulled back from International to focus on the US market - yet it's still in decline.........will it ever change.

    If you believe - then push all your chips in - move all your 401K money - pay for your RSU's with your overpaid salary. If you don't believe........well

  • Reply to

    Altman Z-score

    by salpleasego Jan 4, 2015 11:49 AM
    salpleasego salpleasego Jan 7, 2015 9:07 AM Flag

    Nothing wrong with the EU other than Monster can't seem to sell there while everybody else can but I guess that doesn't mean it's over. I was just messing with you to see if you were from the EU.

    Tell me why you don't think it's over? Revenue has been going down for 7 years now? There was a little bump when they bought hotjobs but that faded. There have been a quarter here and there where sequential or YoY revenue has gone up in the US or overseas but never sustained. Revenue is 1/2 what it was in 2008 ($370M was the high quarter.) More jobs were created in 2014 than any other time since 1999 yet Monster continued to have negative growth? GDP was 5% last quarter the highest in years. Unemployment has continued to go down and is near pre 'recession levels.' Linkedin is growing 40%+ YoY and will do an entire year of Monsters revenue in a single quarter soon? Linkedin is bigger $540M in revenue in 1 quarter than Monster ever was. They have no problem growing over seas. Monster has $200M in debt and the stock price recently hit a new all time low. Deferred revenue was also at an all time low last quarter (deals already done and waiting to be charged as the year goes on.)

    On the positive side Monster saw 7% growth in bookings (a number they stopped reporting because it always pointed towards the next quarter being bad) in the US last quarter. Sal resigned only as CEO for no cause or real reason (he was pushed) I think that's at least a step in the right direction. Monster is supposed to have 4M jobs now on site. Monster has twitter cards (they aren't like baseball cards.) Forbes thinks that Monster could have $900M a year in revenue by 2020 which is a staggering 15% growth over the next 5 years. You think that's enough to keep the boat afloat? Do the positives outweigh the negatives - I guess so. Sorry you and the management team continue to waste your time reading my trash.

  • Reply to

    Altman Z-score

    by salpleasego Jan 4, 2015 11:49 AM
    salpleasego salpleasego Jan 5, 2015 7:36 AM Flag

    OK (that's a US term) tell us how things are in the EU - can't sell because x.y.z?

    Instead of bashing me with the analog clock reference - tell us how things are going to change?

    Tell us how the new products are selling like hot cakes (another US term)?

    I base my assumption on the times that you post - early morning in EU.

  • salpleasego by salpleasego Jan 4, 2015 11:49 AM Flag

    Above 50% now (chance of bankruptcy in 2 years) - Q4 needs to be a blow out.

    I don't think it is...Tim will stall for time as he is the new CEO and the distractions that it causes. 2015 the year Monster died.

  • salpleasego by salpleasego Dec 31, 2014 10:30 AM Flag

    So did sales get the pizza party?

    How did the numbers work out for the quarter?

    Is Alexa wrong showing all the monster sites going way down in traffic?

    Has Tim spoken to the troops and rallied them for the new year?

    What can we expect in 2015?

  • Reply to

    This Idiot salpleasego

    by stockexposee Dec 29, 2014 12:29 PM
    salpleasego salpleasego Dec 31, 2014 8:56 AM Flag

    You know when you are right you are right and I guess that makes me wrong.

    If I were as smart and rich as you I would go all in on Monster and go long. Best of luck to you!

MWW
4.23+0.02(+0.48%)Jan 23 4:06 PMEST

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