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ValueVision Media, Inc. Message Board

trumpace 293 posts  |  Last Activity: Mar 28, 2015 11:01 AM Member since: Jul 13, 2004
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  • Reply to

    HL trading at $3.09

    by billyteex1 Mar 28, 2015 7:57 AM
    trumpace trumpace Mar 28, 2015 11:01 AM Flag

    I agree, since RVM has only 9,000 in revenue. IMHO HL overpaid. Considering the RVM revenue number share holders of RVM, just got a Christmas present early. JMHO.

  • volume the last couple of days and the upward push in the pps. It would be nice to see this continue and moving the daily average number past 200K and then 300K. But we will have to see how the pps holds up in the next week. We may see selling pressure on Monday and Tuesday as Fund managers book gains for their quarterlies, but Wednesday through the rest of next week could be interesting if this volume continues to trade near double its daily average. However, if volume goes back to normal, then back down we go. We are still in a range and it will take good numbers from MB to change things around and get the wallstreet and analysts back to believing that this time it is different and that this team can be trusted to deliver profits and growth. If MB and company do, then we will be off to the races and they will have earned those generous recent stock options they received. The more they beat the numbers the more faith analysts and share holders will have in them and then it could be a fun time at the investor conference. Double the pps from where it closed today, by the end of the year and have continued profits and get the growth to near 10% and all doubt should disappear for 2016.

  • Reply to

    Cramer

    by kingvoho Mar 26, 2015 8:15 PM
    trumpace trumpace Mar 27, 2015 11:32 AM Flag

    He has been in favor of HIMX then he's not, then he is and now he's not. That is his recent history. I expect he will be back in favor when the earnings are announced and HIMX once again delivers good results.

    One has to remember that Cramer is less than an investor, as he is a stock trader and has little understanding of a company, as much as a feeling of which way the stock may go based on his opinion without considering fundamentals, in favor of headlines. I stopped watching him years ago because his program on CNBC I found had no real substance to back his opinion. Besides even though he told us he owned a stock, we didn't know when he sold it until he got another phone call in and admitted he sold and no longer favored it. So to me he is just a pumper and dumper and uses his advantage of having a media platform to enrich himself. At least that is my opinion..., and if people like that, that is fine..., I have no use for it myself.

  • trumpace by trumpace Mar 27, 2015 11:09 AM Flag

    What we are seeing for the past six years is a war on coal and a war on unions from the current Democrats in charge. The Democrats far left loons are in charge and they want this war on coal and union jobs. They are making this clear in their EPA actions against the industry and unions, in favor of wind and solar who have no union workers to speak of. So for the next two years coal will be under fire. That brings us to the question who will survive? Even though WLT is trading around a half a buck, there are great risks. That said I have been positioning into more than one of the coal companies. I just started to take positions with ACI and ANR and now am considering WLT. What my goal is, is to try to spread risk. We all know that right now and for at least the next two years this is a survival mode industry. Spreading the risk to five (my goal) is my plan as I do think we will see some reorganizations coming, some in bankruptcy where current share holders stock will be canceled. And others will go through a R/S of sorts. Besides more layoffs too come. These are truly sad times for this industry. So if I had any advice it would be not to put all your hard earned money into any one coal company as we yet know who will survive. I do expect consolidation to come also. That said WLT should be only one of many in the coal industry to take a position in IMHO. My recommendation is not a buy or sell, but just a consideration that if one is interested in this industry, not to put all their eggs into the WLT or ACI nor the ANR or other coal companies, but to spread ones risk. ALL JMHO.

  • Reply to

    More executive changes

    by rsparker23 Mar 26, 2015 6:27 PM
    trumpace trumpace Mar 27, 2015 12:40 AM Flag

    That pretty much takes care of the rest of KS's team I believe.

  • Reply to

    Stock give away

    by trumpace Mar 25, 2015 10:24 AM
    trumpace trumpace Mar 25, 2015 4:49 PM Flag

    It is hard to know if you have the qualified people when it is too soon to measure results. Not to mention our new group had moved on from either QVC and HSN, thus questions the retention theory. IMHO one should prove themselves in a full year before rewarding once self considering what they received when they were first hired. Also the pps when they took charge was $6.01 per share. Apples to apples my friend. Now as to the worthlessness of the options it is hard to measure that right now since they could just turn around and sell their shares quickly before the share holders know in the three day window. I hope they will hold their shares along side us. Remember they did not pay a dime for these shares and can sell them anytime from $6.10 per share, did the do that today is the question and considering the volume today, it is a possibility..., we'll see soon. Furthermore many of this team has yet to be there a year but have been (including this transaction) well rewarded for less than stellar results in both the quarters they have under their belt.

    Also just a note to you tar/mar as you were in the past heavily insisting that KS and team buy shares in the open market..., are you still in favor of this new team doing the same?

  • Reply to

    Stock give away

    by trumpace Mar 25, 2015 10:24 AM
    trumpace trumpace Mar 25, 2015 11:51 AM Flag

    It just seems that this new team just can not get it through their head that timing matters and price does too. To give themselves a payday like this is no better than the management they criticized for doing the same thing. This is the second quarter they have had some strange type of transaction. First the evine take care of my buddy one and now big rewards for 3-4% growth. MB better deliver or there could be another coup. For one who wants to keep cost down..., this transaction does the reverse. Hopefully he can earn this gravy he and the BOD dished out, this year. If he does this each quarter he will be the highest paid CEO in this field comparing size of company. My finger is back above the sell button once more.

  • Reply to

    Stock give away

    by trumpace Mar 25, 2015 10:24 AM
    trumpace trumpace Mar 25, 2015 11:07 AM Flag

    rs, look at the cost it was "0". Leads me to see this transaction as a net positive for the one getting the stock. Now what I expect to see at the least is an amount equal to the Tax on the sell side as that tax should have been in the shares issued to pay the taxes. I for one do not like these transactions at all and would rather see options at a much higher pps before one can take advantage and thus create a desire to achieve. None of these new managers have gone out to the open market I believe, and purchased shares..., I think it is time they do. JMHO.

  • trumpace by trumpace Mar 25, 2015 10:24 AM Flag

    Well if I read these form 4's correctly evine just gave out a lot of share to reward themselves..., where is that cost control, where is their skin in the game with open market share buys. Nope just issue shares to themselves and put a $6.10 per share ability to sell price...., and we wonder why the pps remains low. I thought this management team was not going to do this type of activity. MB gets 107K shares $600K+ if he sold today..., what a deal. It may be dilutive to the rest of us but who cares??? What a shame. It would be nice to see a strike price of say $12 before one can cash in at the minimum but know they gave themselves $6.10. Well lets see in the next few weeks how many sell their shares. If they believe in the company then they will sit on their shares like us..., if not we should see that show up. MB BOD don't issue anymore shares to yourselves until the pps at the least hits $12 please. There should be no handing out of shares when you are only growing the company by 3-6% and that should happen only at the end of the year for which you were there for a year i.e. end of 2015. There you go again MB placing doubt in share holders minds again.

  • Reply to

    Time to reflect

    by trumpace Mar 19, 2015 10:45 AM
    trumpace trumpace Mar 20, 2015 3:02 PM Flag

    Now look at the future and let that guide your decision. Or not and sell.

  • Reply to

    RITE AID has been a dud since 2001

    by caseyboy416 Mar 20, 2015 11:59 AM
    trumpace trumpace Mar 20, 2015 1:33 PM Flag

    Yes, look at the financials. It isn't the debt alone, as much as it is the debt to have assets and those assets financing the debt. That in turn pays down the debt and increases assets and i.e. book value or valuation if you will. So if you say, well we have 8B in debt on a 25.5B revenue company we are at 31.3 debt ratio. Then take the debt against 31B future sales growth and revenue of the new asset we have are at a debt ratio of 25.8, much lower of a cost, then add in any principle payments or reductions in debt and the assets become even more valuable. I left out the tax benefits but that could flow right to the bottom line in earnings.

  • Reply to

    RITE AID has been a dud since 2001

    by caseyboy416 Mar 20, 2015 11:59 AM
    trumpace trumpace Mar 20, 2015 12:28 PM Flag

    caseyboy, it is true they have yet to get back from the lows in 2009 or so but they have surly turned the corner and are much better in shape to be a lot higher than the $10 you refer to. The past is the past and mistakes were made everyone know this but as one who has an average pps just below $2 I am glad they have righted the ship and am on board for the sail forward. It is not to late IMHO to get on board with the rest of the crew, or continue to wave goodbye as we sail off to warm beaches and Margarita's.

  • Reply to

    Brean said....

    by tarzanevine Mar 20, 2015 9:28 AM
    trumpace trumpace Mar 20, 2015 12:17 PM Flag

    I agree with tar/mar, but based on where we were four or so years ago when we hit $8.73 per share, we are in much better shape now and deserve to be at the minimum of $8.73 and IMHO $10 right now and IMHO that is still cheap.

  • Reply to

    Brean said....

    by tarzanevine Mar 20, 2015 9:28 AM
    trumpace trumpace Mar 20, 2015 11:53 AM Flag

    Well, even with the buy recommendation we are still not getting traction in the volume or pps. What is it going to take? Maybe the one, two punch in May, Q1 earnings and the investor day. S we wait. We are accustom to waiting on our little 20 year startup.

  • trumpace by trumpace Mar 20, 2015 11:46 AM Flag

    RAD is on the right track if one takes the time to read the financials and sees the strong fundamentals. With the recent acquisition we will see an increase in revenue. Lets say it is 6--8% then add in 4% same stores. On a conservative number we could see 10% revenue growth once the merge is complete YOY. Price target in a year $14, My current fair value today is $12.50. IMHO if the company meets this revenue number by the end of 2016 it would mean by the end of 2016 revenue would approach 31M (in 21 Months). Currently the pps trades at a 70% discount to sales. If the company can improve the financials and both consolidate loans at lower costs and pay down debt by the end of 2016 if there was anyone interested in RAD it is my opinion the company would be worth no less than $21 per share. Depending on who it deals with it's debt it could be higher. Again this is JMHO.

  • Reply to

    Brean said....

    by tarzanevine Mar 20, 2015 9:28 AM
    trumpace trumpace Mar 20, 2015 9:35 AM Flag

    Good news, the guy that bought the 17 shares this morning is leaping forward on this news! LOL! ;-)

  • Reply to

    Time to reflect

    by trumpace Mar 19, 2015 10:45 AM
    trumpace trumpace Mar 20, 2015 9:19 AM Flag

    Volume??????? What volume??????? Wow john you do not even have a clue.

    johnpiciune, your are entitled to your own opinion...., however not to your own facts. Nothing you have posted has any facts to support your claim.

    But we need a naysayer since the rest of them have gone away over the years and you too will by the end of the year or sooner as the pps advances and volume increases. Please short the stock, please.

  • Reply to

    Time to reflect

    by trumpace Mar 19, 2015 10:45 AM
    trumpace trumpace Mar 19, 2015 2:50 PM Flag

    I was part of the 1998-99 replacement of management period as many of you know but did sell early and moved on, until 2008 (nine years later) when I was looking for something to invest in and remembered VVTV, so I looked them up and once again took a stake and added more in 2009. With an average of 65 cents per share now and still positive when you consider my first gain, I can see a lot of the same type of situation that happened back then, going on now. So I am staying in for now as long as MB delivers. KS was the right one to get us through the first phase of the turnaround but it is apparent that MB is showing he is the right one for the phase we are now in. MB has set things up well for Q1 being 3% revenue growth to be around 164.5M but he may be low balling it just a bit as I expect he may beat that and come in at 168M. Just in time for the investor day..., a one two punch to show investors he is the real deal.

  • Reply to

    Time to reflect

    by trumpace Mar 19, 2015 10:45 AM
    trumpace trumpace Mar 19, 2015 11:33 AM Flag

    One thing I remember from back then, is they had a stock buy back program. The program was rarely used and expired but it did what the company wanted in that management wanted Wallstreet to know that management felt the market was not pricing the share right. That may have helped somewhat.

    On another note I do hope the smart money comes in after lunch and we recoup the current decline in our pps. I am a bit disappointed there was no carry over from yesterday and very disappointed in the volume both yesterday and today. EVLV is just not respected right now for what ever reason, that is beyond my understanding. So much potential..., but little interest. Unbelievable.

  • trumpace by trumpace Mar 19, 2015 10:45 AM Flag

    In July of 2011 the pps hit a high of $8.73 revenue well below 600M I believe a balance sheet that was improving but no real shakes, product mix was dependent on watches and electronics mainly. The company was making real progress from its near bankruptcy in early 2009. Then came the electronics issue that collapsed the pps and the one year delay management took in resolving the issue. That is the history.

    Now lets fast forward to today. After a coup in June 2014 that would see KS and many other managers and BOD's say goodbye to VVTV, ushered MB and many new BOD's. The power of the Institutional Investors along with long term retain investors wanted change. The promises of the new management were made. We saw a name change come to be (again) and a new direction began in Mobile. Management promised to deliver share holder value and with the Q4 we are starting to see this come about. They said there would be transparency, and we got forward guidance. So management is proving to the skeptics (I was one) their vision is the right approach and doing so by the numbers. But the pps still lingers much lower than July of 2011, which IMHO is sad to say the least and I often wonder why?

    If one looks at the steps to turn this company around by both KS in the beginning (plus the new facility taking shape today) and MB in exploiting share holder value by redirecting to mobile and improving return rates and margins and new partnerships and expanding programing hours with useful programming and not useless repeat programming (reruns), and MB doing this in the first 8 months, one has to ask when will Evine get the respect back from the investment community it deserves? Will it take one or two quarters of good earnings and consistent profits? Most likely IMHO. But could come sooner being Analysts upgrades, Q1 beat and then the homerun of the investor day if attendance by the big institutional holders were to attend and the presentations are done well. So we wait for now.

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