(q+a) What's the LONG TERM outlook?
ZTEC--What is your LONG term outlook on this
company--easy enough??????
from hunt-2, Raging Bull thread
---------------------------
hunt-2....................
That's a good question that depends on execution.
That I don't have the answer to since
my crystal ball is broken.
No matter how good or bad the b-plan, if it isn't enacted,
it ain't going to work.
The installation of a new management team, the coca cola deal, and the uCP
arrangement are all postive indicators and developments demonstrative that
tsig intends to make the b-model work.
I had had concerns about the CEO's ability to get the job done, since to
me he seemed to be a pt barnum type who just talked a good game. By
language in the Pr, it looks like he was given a nudge to let some real
managers make this program work.
Now one has to look at tsig's competition.
Everyone compares tsig to amzn or cdnw. One can make these
comparisons, but one also has to compare tsig to BFRE.
One also has to compare tsig to a company like LNTY.
BFRE is uniquely positioned to build online affiliations
w. online companies.
Tsig is the only company to my knowledge positioned to take
advantage of offline established brands as affiliates
to direct or channel customers to sites.
Compare this to the many and multi-faceted methods that
companies like LNTY and double click use to establish brand identities.
When you make these comparisons, tsig.com seems to be one of
the few companies that realizes what I believe the primary
function of the 'net' : inexpensive interactive marketing.
Unlike television, radio, and magazines, people log onto
their and through "cookies", chats, email, forms et cetera can convey
likes, needs and preference regarding specific product or services.
This is known as 1 to 1 or relationship or "permission" marketing.
The key here is you build relationship to get a larger share
of each customer rather than neccessary a larger market share.
Targeted marketing is less intrusive, less expensive and more effective.
Once tsig.com is recognized for what it is rather than just being
another cd store, tsig should be valued more appropriately.
Take a look at BFRE's price. small revenue, large accumulated debt,
and a three figure stock price.
When tsig.com offline corporate/charity list is as long as BFRE's
onlne list of clients, tsig.com valuation and revenue (actually earning)
potential can be SIGNIFICANT.
Again this all depends on execution. tsig has just started to execute.
Tsig may not succeed. However, recent developments are promising, and
therefore, I will not make a price projection.
z (spellin' not check) |
