Steve...
Actually, I have been following the RB board quite a bit. I can tell you, there have been alot of really good posts lately representing both sides of the story for MSGI. A lot of review of recent and past filings, alot of on topic and informative links regarding option grants, and a good review of the CEO's comments over the last 6 months regarding Wired Empire, Option Grants and vesting and the current PP and CP shareholders.
Roscoe's recent post validates alot of what has been discussed too. I think it is really great that he took the time to attend, spend time with the CEO and report in good measure. This is what "investing" is supposed to be all about.
Thanks a bunch Ros.
Mark is still around, I've shared a few PM's with him... and I don't blame the guy for not wanting to share here, or from retiring as ombsudman there. I've said this before, I think it sucks what many of those assholes laid on the guy over at the Raging Bull forum. Totally inappropriate and low class below the belt behavior... and totally undeserved. But what can you expect from a bunch of anonymous gloms taking advantage of a free service to further their own personal agendas, whatever they might be?
As a private retail investor, it's hard enough trying to stay on top of the game. FWIW I think alot of the information on RB of late has been a help in determining who MSGI is, and where they might be going. Of course, the final question is will the stock price follow the business plan, I think it will from here. But it will take profits, not just revenue increases.
I'm looking forward to this upcoming earnings announcement, and how expenses and aqcuisition costs will fall to, and influence, the bottom line. CEO Barbera has met his goal of 200 Million in revenue, now I see it is 1 billion in the next "couple" years. They are almost completely cash flow positive now, but that type of growth comes at a very high cost that will undoubtedly involve future financing deals and further dilution, and I'm not sure I'm patient enough to watch EPS slide again for revenue to grow Q to Q.
Like I said before, no rose colored glasses, and no blind allegiances to anyone. Just the facts as best as they can be determined.
Regards,
John |
