FYI RI Responce Mark Gotham 8:49 AM (1 hour a
Post# of 22940
Posted On: 05/04/2016 1:27:39 PM
FYI RI Responce
Mark Gotham <windrivermag@gmail.com>
8:49 AM (1 hour ago)
to ir
Dear IR,
OCT is a Tough Crowd....Welcome to Basher Heaven...Your Doing TPAC SH Holders a Great Service...Please keep the Following Sentiment in Context.
Posted On: 05/04/2016 11:36:34 AM
Posted By: thesmalls
Re: Mysterium #7659
"I really think that this PR could have had a whole different reaction if it included the 1M in licensing revs, balanced out with the licensing agreement fees, giving us the net revs from the 1M in licensing."
several have indicated the above to IR. market wants numbers and be able to correlate their investment capital into an acceptable rate of return in a given time frame. today's PR did nothing for a new investor to "frame" that time horizon. too many "begin to", "looking forward to" etc. it tells the market "this isnt urgent that you research/invest NOW." these PRs should induce new investors to take a deep look at TPAC and expand their audience well beyond the normal OTC investor and well past the day traders. while it does provide significant foundational work, it does not provide any fundamental specifics which is what grabs investors attention and draws them in to learn more. in that vein - i completely agree the wording could have been slightly changed to include the licensing revenue and resulting profit margins on such and use the foundation being laid as a springboard to exponential revenues as outlined in prior business plan.
if i had not already done my DD on TPAC and came across this article - it more than likely would NOT have compelled me to do further research. at most - it might have made me put it on a secondary tickler list to check in one once every while. in that sense, i think the company missed a big opportunity to further their investor base and continue to shore up volatility. what concerns me with the missed opportunity is that any IR firm that has dealt with OTC stocks should KNOW this and understand implicitly how this type of PR would be digested (or not) and reacted to accordingly.
for now - buyers continue to step up in the 25/26 range. however, will they be exhausted before the selling is over? VNDM hanging around at 31 isnt doing the stock any favors as well.
news in the PR was important and could end up being extremely significant. it is now up to IR to build upon the release and highlight why the company feels this is so "huge" so that investors get the same impression/perspective.
(3) (0)
Sincerely ,
Mark Gotham
TPAC Long & Strong
TPAC IR Specialist <ir@tpacbearings.com>
10:20 AM (5 minutes ago)
to me
Greetings Mark.
No problem with the crowd. Some of it entertains and breaks up the day.
I agree with your assessment but here is a behind the scene view.
There was a lot over looked this morning. They want to hear about BOEING…. but there is no Boeing news. The PR did not mention any strong revenue situation because the bean counters are still in the mix on this one.
Shareholders didn’t look closely because they wanted to see something else….BOEING
Here is what they missed:
First, TPAC expanded sales operations into Australia without any cost and picked up two resellers, licensing one as a manufacturing. (Providing a license agreement is an administrative function, pass the lawyer fees). The other one will be licensed through TPAC AU.
Next, the license manufacturer is taking part in the AU Government program (mentioned in the PR) that has about $1B USA dollars tied to it. Products are TPAC Bearings…
Also there is Military Submarine build. Product bearings and other metal works.
This is just getting underway. The license manufacturer is in a great position (this is a little speculation...forward thinking) however they have already been working to obtain agreements based upon TPAC’s NAVAIR certification for the Navy. TPAC has everything already except getting a manufacturing site in place.
The manufacturing is very important. Criteria of the initiative, the technology has to be in Australia. The government will support the licensed manufacturer with direct funding. TPACs SLA, when completed will be worth well… I won’t speculate.
Last but not least, the second reseller is already providing services (not Parts) to a major airline. In 2014, the airline was in the top 10, holding the number 6 position. Today the airline is Government owned and has a fleet of 200 aircrafts. The Reseller provides services and is making the actual product adjustments as you read.
I know it would be darn hard to extract that from the PR but that is what is happening now.
We are going to take our time with this.
Also it is a common myth that the only way a share price increase is through investor participation. That is not true…. not true by far. TPAC share structure is being closely monitored for the next 6 to 8 months up until the next 10k filing. The stock will actually toggle 4 to 5 points. This is more by design than PR and sell off or things like that. More on this later as business development gets things in line. Also, WHEN BOEING SHOWS UP I WILL BE THE FIRST TO TELL YOU. However until then we need NET REVENUES TO RISE…. THE BEST THING TO PUSH A STOCK PRICE HIGHER.
TPAC IR Specialist
ir@tpacbearings.com
tpac_2
From: Mark Gotham [mailto:windrivermag@gmail.com]
Sent: Wednesday, May 4, 2016 11:49 AM
To: ir@tpacbearings.com
Subject: Some Board Feedback
Click here to Reply or Forward
Mark Gotham <windrivermag@gmail.com>
8:49 AM (1 hour ago)
to ir
Dear IR,
OCT is a Tough Crowd....Welcome to Basher Heaven...Your Doing TPAC SH Holders a Great Service...Please keep the Following Sentiment in Context.
Posted On: 05/04/2016 11:36:34 AM
Posted By: thesmalls
Re: Mysterium #7659
"I really think that this PR could have had a whole different reaction if it included the 1M in licensing revs, balanced out with the licensing agreement fees, giving us the net revs from the 1M in licensing."
several have indicated the above to IR. market wants numbers and be able to correlate their investment capital into an acceptable rate of return in a given time frame. today's PR did nothing for a new investor to "frame" that time horizon. too many "begin to", "looking forward to" etc. it tells the market "this isnt urgent that you research/invest NOW." these PRs should induce new investors to take a deep look at TPAC and expand their audience well beyond the normal OTC investor and well past the day traders. while it does provide significant foundational work, it does not provide any fundamental specifics which is what grabs investors attention and draws them in to learn more. in that vein - i completely agree the wording could have been slightly changed to include the licensing revenue and resulting profit margins on such and use the foundation being laid as a springboard to exponential revenues as outlined in prior business plan.
if i had not already done my DD on TPAC and came across this article - it more than likely would NOT have compelled me to do further research. at most - it might have made me put it on a secondary tickler list to check in one once every while. in that sense, i think the company missed a big opportunity to further their investor base and continue to shore up volatility. what concerns me with the missed opportunity is that any IR firm that has dealt with OTC stocks should KNOW this and understand implicitly how this type of PR would be digested (or not) and reacted to accordingly.
for now - buyers continue to step up in the 25/26 range. however, will they be exhausted before the selling is over? VNDM hanging around at 31 isnt doing the stock any favors as well.
news in the PR was important and could end up being extremely significant. it is now up to IR to build upon the release and highlight why the company feels this is so "huge" so that investors get the same impression/perspective.
(3) (0)
Sincerely ,
Mark Gotham
TPAC Long & Strong
TPAC IR Specialist <ir@tpacbearings.com>
10:20 AM (5 minutes ago)
to me
Greetings Mark.
No problem with the crowd. Some of it entertains and breaks up the day.
I agree with your assessment but here is a behind the scene view.
There was a lot over looked this morning. They want to hear about BOEING…. but there is no Boeing news. The PR did not mention any strong revenue situation because the bean counters are still in the mix on this one.
Shareholders didn’t look closely because they wanted to see something else….BOEING
Here is what they missed:
First, TPAC expanded sales operations into Australia without any cost and picked up two resellers, licensing one as a manufacturing. (Providing a license agreement is an administrative function, pass the lawyer fees). The other one will be licensed through TPAC AU.
Next, the license manufacturer is taking part in the AU Government program (mentioned in the PR) that has about $1B USA dollars tied to it. Products are TPAC Bearings…
Also there is Military Submarine build. Product bearings and other metal works.
This is just getting underway. The license manufacturer is in a great position (this is a little speculation...forward thinking) however they have already been working to obtain agreements based upon TPAC’s NAVAIR certification for the Navy. TPAC has everything already except getting a manufacturing site in place.
The manufacturing is very important. Criteria of the initiative, the technology has to be in Australia. The government will support the licensed manufacturer with direct funding. TPACs SLA, when completed will be worth well… I won’t speculate.
Last but not least, the second reseller is already providing services (not Parts) to a major airline. In 2014, the airline was in the top 10, holding the number 6 position. Today the airline is Government owned and has a fleet of 200 aircrafts. The Reseller provides services and is making the actual product adjustments as you read.
I know it would be darn hard to extract that from the PR but that is what is happening now.
We are going to take our time with this.
Also it is a common myth that the only way a share price increase is through investor participation. That is not true…. not true by far. TPAC share structure is being closely monitored for the next 6 to 8 months up until the next 10k filing. The stock will actually toggle 4 to 5 points. This is more by design than PR and sell off or things like that. More on this later as business development gets things in line. Also, WHEN BOEING SHOWS UP I WILL BE THE FIRST TO TELL YOU. However until then we need NET REVENUES TO RISE…. THE BEST THING TO PUSH A STOCK PRICE HIGHER.
TPAC IR Specialist
ir@tpacbearings.com
tpac_2
From: Mark Gotham [mailto:windrivermag@gmail.com]
Sent: Wednesday, May 4, 2016 11:49 AM
To: ir@tpacbearings.com
Subject: Some Board Feedback
Click here to Reply or Forward
(7)
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