Questions to the Board
This is my 1st post. And let's get this out of the way immediately. I am a shareholder with a sizeable position. Love the company, product, management team, especially Rory. All great stuff. Have done my due diligence as Rory would say. I have been investing and trading for decades.
Have been reading for quite some time IHub and
Investors Hangouts posts. All great stuff. Lots of information. But lots of continuous pumps on both boards, especially on IHub. Like never ending. You guys know who you are. It's like brainwashing 101. Need to cool that IMHO. It's enough. I know you guys are excited, but....... Decided to post this here on Investors Hangout. I am assuming some IHubbers will read this, like Cuin2, etc.
We all have an interest in this company succeeding. Oracle and Marketo are the beginning. We should see more. But here are some concerns as noted below. Anyone who would like to answer and take a stab at this, please do. I am looking for answers. Please be nice. Again, I am a shareholder.
1) Fusz is now valued at approximately $396 MIllion. With hardly any sales to speak of. Only $2.5 million in the bank as of last month, probably less today. Pretty steep valuation one would say or think as of now for a company with a little amount of money and minimal revenues. Fusz is valued on future prospects. I GET IT. But the valuation is only going to come from revenues, not from anything else. Not from anything any shareholder would like to dream up or project . What is the adoption rate? How many scripts is Fusz signing up? That is the question and will be answered over the next couple of months. If Fusz signs up mucho scripts, we have a winner. If FUSZ struggles to sign up scripts, we have a ..........
I've seen all the projections as posted by various Fuszers. They are only projections. Nothing more, nothing less. Oracle is critical as they have a large CRM business. How many adopt Fusz is the real question. If the projections as posted by some come true, again we have a winner. If not, we have an issue. Let's say Fusz only signs up 50,000 Netsuite users and that's it, we have an issue. $500K revenue per month ($10 per subscriber per month) from Oracle with only 50,000 scripts coming out of Oracle does NOT equate to a $396 million market cap. So here's to hope the adoption rate is strong coming out of Oracle.
2)The Marketo deal is interesting. Marketo only has about 4000 customers, that's all. Google it. They serve large enterprises. And the deal calls for each of their customers to pay $5000 per quarter or $20K per year for the Fusz product. Never did understand that. Why would someone pay $5K per quarter at Marketo, and Oracle customers pay between $10 - $99 per month. Did Marketo get the diamond Fusz product? Is there something special about the Marketo deal that I am not familiar with. Anybody know the answer to the vast difference in money being charged to Marketo customers and not to Oracle customers.
3)What Fusz has built here that can be widely used for just about any kind of business is an extremely sophisticated video editor with interactivity. First mover advantage. Why I am a shareholder. What I want to see are scripts going viral and revenues going viral with the scripts. Nothing less, nothing more. If that happens, it's moon time. If it doesn't, we all need to talk more.
4)Having founded and owned an educational software development company many, many years ago, I found that my biggest and most profitable business from selling my line of educational software products was NOT the retail part of my business (we sold software in all the major retail chains), but it was into the nation's school systems. It was golden. They were long-term loyal customers. I know Rory has mentioned the education market. And he mentioned on the last SHAC about verticals. That was the biggest key to me on that SHAC call. I hope Rory goes after the education market with a vengence. It is huge. It is how Apple succeeded with their early computers and early Macs. They flooded the schools with those computers and created a groundswell adoption which is evident today. Google Chromebooks are doing that now into the schools.
5)Many on both IHUB and Investors Hangout are telling those to stay the course. I get that and applaud it. Some are saying to average up. I get that also. Many are saying if the stock corrects, so what. It's good to say that when you bought in the .10's, .20's, .80's, etc. You guys are up a ton. Congrats. But for newbies to enter at current prices, one has to have confidence in forthcoming revenues and adoption rates. If the stock corrects back to $1 per share, the folks who bought in at the .10's, etc. are all okay. The folks who bought in the mid $2 range will be screwed.
Every stockholder has a personal agenda. It's not the agenda of anyone else. It's personal. For when one buys, sells, trades, flips, holds, whatever. Which is why many say don't worry if the stock corrects, just hold and buy more. I would if I was lucky enough to have bought in the .10's, .20's. I would want other folks to come and continuously buy to support my stock position.
Lastly, the Fusz stock price will be now be judged on scripts and revenues and obviously, new deals. Major new deals. Not some SEO marketing company with a thousand customers. That ain't going to cut it. We need a Salsforce to sign up, major school systems to adopt, verticals geared to specific industries and sectors. So that adoption can be in the hundreds of thousands and hopefully millions. You really want to see PR's coming out of the company like NFLX. "Oh we just signed 6.5 million new customers this quarter." That's a NFLX PR. I want to see a Fusz PR say we just signed up 50K this month and expect to do X amount this quarter and project to sign up this many the next 12 months. I want to see and hear that from the company's own mouth, not some poster on a bulletin board.
I am long. I am a shareholder. I have concerns as I assume everyone does. Hope Rory and The Fusz team hits it out of the ballpark this coming week.
Jman23
This is my 1st post. And let's get this out of the way immediately. I am a shareholder with a sizeable position. Love the company, product, management team, especially Rory. All great stuff. Have done my due diligence as Rory would say. I have been investing and trading for decades.
Have been reading for quite some time IHub and
Investors Hangouts posts. All great stuff. Lots of information. But lots of continuous pumps on both boards, especially on IHub. Like never ending. You guys know who you are. It's like brainwashing 101. Need to cool that IMHO. It's enough. I know you guys are excited, but....... Decided to post this here on Investors Hangout. I am assuming some IHubbers will read this, like Cuin2, etc.
We all have an interest in this company succeeding. Oracle and Marketo are the beginning. We should see more. But here are some concerns as noted below. Anyone who would like to answer and take a stab at this, please do. I am looking for answers. Please be nice. Again, I am a shareholder.
1) Fusz is now valued at approximately $396 MIllion. With hardly any sales to speak of. Only $2.5 million in the bank as of last month, probably less today. Pretty steep valuation one would say or think as of now for a company with a little amount of money and minimal revenues. Fusz is valued on future prospects. I GET IT. But the valuation is only going to come from revenues, not from anything else. Not from anything any shareholder would like to dream up or project . What is the adoption rate? How many scripts is Fusz signing up? That is the question and will be answered over the next couple of months. If Fusz signs up mucho scripts, we have a winner. If FUSZ struggles to sign up scripts, we have a ..........
I've seen all the projections as posted by various Fuszers. They are only projections. Nothing more, nothing less. Oracle is critical as they have a large CRM business. How many adopt Fusz is the real question. If the projections as posted by some come true, again we have a winner. If not, we have an issue. Let's say Fusz only signs up 50,000 Netsuite users and that's it, we have an issue. $500K revenue per month ($10 per subscriber per month) from Oracle with only 50,000 scripts coming out of Oracle does NOT equate to a $396 million market cap. So here's to hope the adoption rate is strong coming out of Oracle.
2)The Marketo deal is interesting. Marketo only has about 4000 customers, that's all. Google it. They serve large enterprises. And the deal calls for each of their customers to pay $5000 per quarter or $20K per year for the Fusz product. Never did understand that. Why would someone pay $5K per quarter at Marketo, and Oracle customers pay between $10 - $99 per month. Did Marketo get the diamond Fusz product? Is there something special about the Marketo deal that I am not familiar with. Anybody know the answer to the vast difference in money being charged to Marketo customers and not to Oracle customers.
3)What Fusz has built here that can be widely used for just about any kind of business is an extremely sophisticated video editor with interactivity. First mover advantage. Why I am a shareholder. What I want to see are scripts going viral and revenues going viral with the scripts. Nothing less, nothing more. If that happens, it's moon time. If it doesn't, we all need to talk more.
4)Having founded and owned an educational software development company many, many years ago, I found that my biggest and most profitable business from selling my line of educational software products was NOT the retail part of my business (we sold software in all the major retail chains), but it was into the nation's school systems. It was golden. They were long-term loyal customers. I know Rory has mentioned the education market. And he mentioned on the last SHAC about verticals. That was the biggest key to me on that SHAC call. I hope Rory goes after the education market with a vengence. It is huge. It is how Apple succeeded with their early computers and early Macs. They flooded the schools with those computers and created a groundswell adoption which is evident today. Google Chromebooks are doing that now into the schools.
5)Many on both IHUB and Investors Hangout are telling those to stay the course. I get that and applaud it. Some are saying to average up. I get that also. Many are saying if the stock corrects, so what. It's good to say that when you bought in the .10's, .20's, .80's, etc. You guys are up a ton. Congrats. But for newbies to enter at current prices, one has to have confidence in forthcoming revenues and adoption rates. If the stock corrects back to $1 per share, the folks who bought in at the .10's, etc. are all okay. The folks who bought in the mid $2 range will be screwed.
Every stockholder has a personal agenda. It's not the agenda of anyone else. It's personal. For when one buys, sells, trades, flips, holds, whatever. Which is why many say don't worry if the stock corrects, just hold and buy more. I would if I was lucky enough to have bought in the .10's, .20's. I would want other folks to come and continuously buy to support my stock position.
Lastly, the Fusz stock price will be now be judged on scripts and revenues and obviously, new deals. Major new deals. Not some SEO marketing company with a thousand customers. That ain't going to cut it. We need a Salsforce to sign up, major school systems to adopt, verticals geared to specific industries and sectors. So that adoption can be in the hundreds of thousands and hopefully millions. You really want to see PR's coming out of the company like NFLX. "Oh we just signed 6.5 million new customers this quarter." That's a NFLX PR. I want to see a Fusz PR say we just signed up 50K this month and expect to do X amount this quarter and project to sign up this many the next 12 months. I want to see and hear that from the company's own mouth, not some poster on a bulletin board.
I am long. I am a shareholder. I have concerns as I assume everyone does. Hope Rory and The Fusz team hits it out of the ballpark this coming week.
Jman23
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