People can talk here and there in the short term, but this company is positioning itself for a strong sustainable future and I was pleased to see their margins increase substantially in Q1, which was impressive given what I was hoping for. With Estalella coming in I think he will greatly increase the efficiency of their global supply chain, which will further increase the revenue growth (As mentioned in the last conference call they are anticipating expansion internationally to 50% of total sales revenues. This is something else where they are destroying domestic competitors and is most certainly a competitive advantage.) Once they are one of the major exchanges (NYSE or Nasdaq) and follow up 2013 with solid top and bottom line growth, this baby is going to take off and you will see many institutions biting for a piece of the action.
I would agree that they are very like to get offers for an acquisition, but I doubt that they will be taken unless it's a very generous offer. Musclepharm is changing the industry and growing a very large cult following. They are far ahead of their peers in new product development, and trump others in their marketing strategies. If you read reviews on their products on bodybuilding website or look over what people are saying about them on their facebook page, you will see first hand they are unlike any other in this industry before. Their customers are very devout to their mission and remind me of customers who are in awe of their favorite companies (Amazon, Apple, Underarmour, Starbucks). People love their experience with the products and the lifestyle the company promotes.
Their facebook likes (followers) have been greatly increasing as well. I'd say that's a better indicator than twitter. To be honest most people my age (I'm 24), who use the product don't really use Twitter. Many do, but those that generally have a twitter use facebook more extensively.
Everything I've heard about FitMiss is amazing. It's growing a huge following and like they mentioned in the phone call there's really nothing out there like it in the market. Men outside of bodybuilding have been using supplements for quite some time, but women outside of bodybuilding really haven't. The trends I'm seeing is that the market is growing rather rapidly and FitMiss is going to have a nice portion of that pie. I honestly could see them hit $150 mil in revenue this year. If they can keep closing the gap on their margins and become profitable this would be great for the company and attract a lot of investors. At a P/S of 1.5, that would result in a market cap of $225 mil by year end. That's $33/share.
Sentiment: Strong Buy
I'd say that MSLP is at a pivotal point before they list on one of the exchanges. Tomorrow's earnings report is important to see which direction the stock moves until then. It could be pushed down pretty hard by a poor report, or it could rip north of $13 with a great report. I'm thinking the latter will occur. Best of luck to all longs.
As mentioned Vips is ripping after earnings. Solid growth on both top line and bottom line. See you at $50 soon.
The only stock I can possibly agree with you here is CHLN contingent on their earnings tomorrow. You should also put VIPS on your list. They are releasing earnings after the market closes today. You want to talk about substantial sustainable growth, that's the company to look at.
On what basis? I think right now we'll consolidate for a bit due to weak hands getting out, but this should rip in the near future. Not amazing Q1 results, but obviously not terrible to where the huge selloff a few months ago was justified. Outlook looks good and Gurnee specifically mentioned they are close to a few purchases. One should be announced shortly.
The one thing that's great to note and is a positive investing in a Chinese company is their revenues and profits are in RMB. The RMB has been appreciating quite a bit on the US dollar recently and should continue to do so. This will reflect positively for us in regards to trading in US dollars. It will be reflected positively on Xinyuan's EPS.
The pullback to $9.50 earlier threw me a little off, but then the stock got hot with buyers right away. That's definitely good news. Definitely shows there's a lot of people buying on dips. See you at $15 soon!
I can't name one either, but that doesn't mean there isn't a black swan. Lot of questions have been raised in regards to the legitimacy of this company and is why its stock price has been hammered the last few years. Obviously it still has to prove itself, but what it does have going for it, is it's still around.
I wouldn't call me a pom pom man, but I'm definitely bullish long term. Bulls and bears both make money. I shorted at 3.88 and covered at 3.44 since there seems to be some support at these levels. Next few days will tell, and I'll follow the trend again. You are right on the reverse merger however.
We need to hold above $3.40. There seems to be good support at this level. If it can hold LLEN will definitely continue trending up the next couple of weeks.
Dang, do any of you bashers ever do your homework? LLEN is not a reverse merger, let alone not even a Chinese company. It's American with operations in China. McDonalds Chinese operations must be a fraud as well right?
Yes, it will eventually make money, but they are currently investing in sales growth. I like the approach in this type of market because it's important to establish a brand and create demand for your products. It's extremely competitive, but once you gain a customer's trust and appreciation of the products, you will continue to see a cash flow from them. The market overall is growing, so along with a larger pie, Muscle Pharm has an opportunity to get more of the piece. Just because they haven't made a profit up to this point, it doesn't erase the validity of the business model. Amazon has operated much in this way, and it would be hard to argue their success.
Sentiment: Strong Buy