lol...yea that's a great reason why ETAK is not delivering now,...Holland just got booted! And if they don't get 3rd place that ETAK is focked!
There is a big differentiator between MM who is mainly an Ad wholesaler similar to Google and FB than HIPP. The essence of mobile 'marketing' is not yet understood. HIPP is essentially a mobile marketing 'agency' that develops end to end Marketing Campaigns that includes ads like MM. This piece has yet to take of. They are hinting that the signs of this piece which makes us unique is now starting to happen. We need to get this aspect going to increase both margins and create a sticky base to our clients. Developing mobile marketing 'content' is not something that FB or Google does. Coors tilt beer can ad is a great example. These guys just run ads on their platform. MM is under pressure with that but if they had us then they can greatly improve their business model and client relation with an end to end campaign which is not offered by FB or Google.
There is no need for dilution. They have $4.8M in cash and LOC. Their current cash burn is about $450K a month. If their current Q is about $7.5M and they are predicting BE in Q3 then they have plenty enough money to make it on current cash. Let them concentrate on sells and get the new guys ramped up. This company will make it under a decent management with know how. It has all the essentials and just needs to execute.
it really seems like Todd has cumulatively listened to all of our complaints and is going at core business head on with an eye on the expenses including the management salary. Honestly its not right for a group of management to get such a high salary when company is not doing so well cash wise. What they essentially announced was about a million dollars in savings. BE is now $8.5M and that they will beat in Q3 for sure.
They don't just come out and give out millions of dollars because a company has asked for it. It takes time. Hell even mortgage process to buy a $500K house take over a month to close much less a secured loan via a third party contract. They are about 4 weeks in the process and will probably be nearing the end in next 2-3 weeks. It is taking long but the management is not in control of the process...the bank is. When it does happen I expect a double from these stupid prices a minimal. Regardless with have time till end of November to get this fixed. So we have time....think of it as a bonus for us to load up while the market is still panicked about the balance sheet.
If you notice SPDL has these slides followed by spikes. Only this time it will be backed with strong revenue growth from all the foundational steps taken and partnerships formed. Its possible to exist this year with $6-8M in revenue and $20M+ by next year.
You have no clue about how telecom and security works....I don't blame you for such bad quality basher. At least try to get the trust of the board before looking so bad.
pas few day I have been seeing consistent sell program with small blocks through out the day lowering the price. There is a definitely manipulation to shake the tree. These are usually done by bigger buyers trying to keep the fear on and frustrate retail investors. Dont get sucked in! Stay steady and the reversal of this last down trend will be as quick and much more powerful breaking the last high.
Its freaking sad. This guys leave HIPP and go get this thing going which is doing better the us. One thing for sure. They have a much better PR pumping news out consistently. But wait...we get emails and texts!
You are assumption are incorrect because you are not including VS growth in transaction. When FICO kicks in full gear with these 3-4 additional banks this year the acceleration will increase. To get a better idea go analyse Q4 with only 1.3-1.4 SIMS from Vodafone on....give your take as to what portion of that 5.9M was VS???? Use your 50 cents as a base. Also, you Q3 and Q4 does not include millions of other SIMS transferring and specially by Q4. There lies you delta.
Its actually an amazing report....you should read it. Al kinds of kudo's to Hipp's AdLife platform and the power behind Big Data. Essentially, with over 300 clients, HIPP's leadership in provide end to end mobile marketing will pay off when these clients and the industry see that to succeed they must increase their mobile presence and strategy. That is when big money will pour into HIPP.....maybe that has already started with backlog continuing to show strength. We shall see next week.
Since when i said "beginning of Q3"?? lol...at least if you are going to lie as typical might as well post it when the original post from is far in past! I said "in Q3" which indicates by the end of the quarter! Bird$h!t
IMO the market will award us with 7-10x sales valuation once the balance sheet has been secured with the debt based loan AND concentration of the street becomes rapped around future valuation of the reoccurring revenue. I don't believe that we will hit $50M this year. I am predicting $40M. However, since we will be CFC positive starting Q3 and have remove this black cloud of NYSE and Cash that the market seems to be nervous about in very near future I believe the market will start concentrating on valuation based on future earning potential of the 2015 as norm. On that bases ETAK will have over 10M SIMs on its platform going into 2015. If you just give a very conservative 60 cents average per SIM that will equivalate to $70M MRC revenue with 100% margin. Add to that a minimum of 24M from VS and you get $94M.....even if you go more conservative on SIMS to 50 cents average you get to $84M at 85% margin. So if you apply a very conservative 5x sales to that revenue you get over $3 PPS. Markets will always valuate future earnings discounted by any potential issue that could hinder it.
agree common. There are a lot of eyes on us! Many potential contract waiting on the result of massive transfer of such a big carrier. I am wiling to bet that ETAK will have 20M users by end of 2015.
IF they can get those 5M SIMS on next 60-90 days I will say it will be north of $3 by EOY.
IMO you are thinking of this the wrong way. You have to understand that today we are getting blasted by ads that are not even things that we are looking for at the moment. So its annoying to consistently see an add for a product that you are even looking at right now or are even interested in. As these technologies get more specific and targeted to when we are actually interested in them it would not be annoying but very helpful instead. For example the GEO targeting is very helpful if you were in Starbucks and ad came in on you mobile phone with 10% off a sandwich or other ancillary products at Starbucks. This is a very relevant and targeted marketing that will be helpful the customer and great for the company as they would take advantage of an interested customer to increase sales.
This is going to be an amazing company. Bill Clark has proven that he is a very capable CEO and visionary. He has taken appropriate steps to capture what will be an explosive market. I am sure that there is some sort of special on the Merchant side to get them to sign on to the app. For example 3 months free or something like that. For the merchant side to go up 25% in 6 months after acquiring Yowza! is amazing feat in client retention and validity of the quality of the service and apps capability. Spindle's success is also another testament to ETAK's underlying security platform as well. I am glad to be invested in both companies for long haul. I see great appreciate for both company's stock in next 6 months.
The company never gives out an estimate. If you look at Yahoo estimates it doesn't make any sense either. According to it they will be bringing in $7.74M and still losing 3 cents??? The same number that they lost last Q with $6.5M. And according to them this year we would lose 1 cents with $44M, a double from last year! How these analyst are calculating this I don't know. We have gone up so much in margin, basically doubling it, from last year and doubling the revenue but still losing money this year......I don't think they are correct. IMO we are going to be FCF positive next Q and hopefully BE this Q.
Although they are close to announcing a financing deal using the Vodafone contract I don't think its a "necessity" given cash on hand and the additional SIMS transferred in Q2. IF they do transfer another few million SIMS in next 60 days than ETAK can meet NYSE requirement organically. Although the financing is a much faster boost to share price and balance sheet which we can use to grow more business faster. I my opinion we are looking at 7.5-8M in this Q. Pending how much SIMs and when gets transferred next Q...probably $9-10M. And that my friends is positive FCF numbers!