Q1CC - Printable Version +- ShareholdersUnite Forums (http://shareholdersunite.com/mybb) +-- Forum: Companies (http://shareholdersunite.com/mybb/forumdisplay.php?fid=1) +--- Forum: Pareteum (TEUM) (http://shareholdersunite.com/mybb/forumdisplay.php?fid=61) +--- Thread: Q1CC (/showthread.php?tid=12432) |
Q1CC - admin - 05-08-2019 Some notable points, we'll keep adding:
RE: Q1CC - philipcarl3 - 05-09-2019 Be aware..... In response to the Q1 report, Seeking Alpha 'author' Henrik Alex posted a negative TEUM article today. Check out the terrible track record of this clown. Many calls wrong. For example, his June, 2016 hit piece on RH marked the bottom at $26. It's $101 now. RE: Q1CC - admin - 05-09-2019 (05-09-2019, 11:40 AM)philipcarl3 Wrote: Be aware..... That's actually interesting because he just threw in his supposedly "flawless" track record on sniffing out duds into the discussion: Quote:My track record in calling out companies engaging in pump schemes like TEUM management obviously does, has been flawless, in fact. Anyone who has to do that is a little too full of himself (or just ran out of arguments). IMHO. RE: Q1CC - Stuph - 05-09-2019 forget about this Hernik, you know how SA works, the more viewers the more money you make and some gus are ready to say BS to get more of it.... Just one point i try to share with him but which he does not accept i that all his tehory about overstated backlog is based on a 2018 report that mentions a 0.5$/subscriber/month, whereas the last Oppenhiemer report mentions turnkey contracts where the reward for Parateum could go up to 20$/subscriber/month. Quite game changing, isnt it???? RE: Q1CC - admin - 05-09-2019 (05-09-2019, 05:14 PM)Stuph Wrote: forget about this Hernik, you know how SA works, the more viewers the more money you make and some gus are ready to say BS to get more of it.... Yes, that's certainly an improvement, thanks for that! The backlog problem is no mystery, management itself implicitly acknowledged it when they argued only 75%-80% of backlog will be converted going forward, rather than the 100% they were used to achieve but I don't see that stopping the fun anytime soon. For backlog to become a barrier to growth the problem has to be enormous, as well as the company unable to strike much in the way of new deals. I can't see that happening anytime soon (if at all) and even Alex argues it's not going to happen this year, which is why they started harping about cash burn, which I think is likely to decrease significantly because the one-off acquisition related cost will fade, all the synergies will be achieved and there will be considerable operational leverage from not needing more people. So basically I don't see a short thesis here, even if I share some concerns about the quality of the backlog. I might have caused some confusion, sorry for that but it's my way of dealing with an uncertain and incomplete picture, sometimes it takes groping around in the semi-dark for a while to find firmer footing. I'm also very sensitive for any signs that there might be serious problems, I've seen what these can do. RE: Q1CC - Coach24 - 05-10-2019 It seems if you state a positive view on the stock on the Seeking Alpha article they are getting automatically deleted or at least a high percentage of them. I've seen a few people complain about this only to see them quickly vanish. I posted one and it was gone as well. First time I've had one deleted. RE: Q1CC - Stuph - 05-10-2019 From the 8K Accounts receivable 28,645 RE: Q1CC - Stuph - 05-15-2019 Yonder Media Mobile (YMM) was formed in July 2018 in New York City, USA to seamlessly merge connectivity (mobile voice, messaging and data) with content (such as music, video, karaoke, lip sync, live streamed events etc.) in ways that delivers to customers money can’t buy experiences, which are then distributed by Yo Mobile, the first Mobile Virtual Experience Provider (“MVXP”) on Earth. It is expected that Yo Mobile will launch in Colombia and Mexico in 2019. RE: Q1CC - admin - 05-16-2019 (05-15-2019, 06:13 PM)Stuph Wrote: Yonder Media Mobile (YMM) was formed in July 2018 in New York City, USA to seamlessly merge connectivity (mobile voice, messaging and data) with content (such as music, video, karaoke, lip sync, live streamed events etc.) in ways that delivers to customers money can’t buy experiences, which are then distributed by Yo Mobile, the first Mobile Virtual Experience Provider (“MVXP”) on Earth. Well, dunno about that, the guy who runs that is really pretty dodgy and I'm not happy the company did lend him so much money. The upside of this is that cash flow is really much better, given these loans are likely to be a one-off. |