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Microcap & Penny Stocks : MSGI Marketing Services Group Inc -- Ignore unavailable to you. Want to Upgrade?


To: Kurt_Ruckus who wrote (8)12/10/1998 8:23:00 PM
From: Joana Tides  Read Replies (3) | Respond to of 244
 
Nice of you, Kurt, great MSGI comparatives! Got turned onto it from USAI Board (MSGI,a mini Ticketmaster?!) MSGI great comfort binky to help wait out the dive USAI took after TMCS spinoff - It's fun to see stocks of competitors race against each other, BigGuy vs. LittleGuy, vrooom vroooooomm....who'll be #1 in share price rise % in '99?
Did MSGI DD,liked the site, Co., $tats, GE's interest,startup facs.
Looks like a winner.



To: Kurt_Ruckus who wrote (8)12/10/1998 9:03:00 PM
From: Kurt_Ruckus  Respond to of 244
 
Info about Investor Relations conversation from Yahoo...

FYI,

I just spoke with Robbie Raffish of Investor Relations (610)918-1675. She was very upbeat about MSGI's prospects for strong growth
in 1999 and a steady increase in their stock price.

She mentioned that the strong volume last week was primarily attributable to MSGI's strong e-commerce potential through their Pegasus
Internet operating division and that MSGI has received a lot more visibility based on strong investor interest in on-line ticketing, as was
evident with the TicketMaster (TMCS) IPO.

She explained that MSGI has 5 wholly owned operating divisions:

SD&A: the first telemarketing/telefundraising firm dedicated to not-for-profit industries such as the arts, entertainment and social causes.
Founded in 1983, Los Angeles, CA

Metro Direct: a leader in providing direct marketing and database marketing services to commercial, entertainment and not-for-profit
clients. Founded in 1987, New York, New York.

Pegasus Internet, Inc.: the premier online solutions provider for arts, entertainment and commercial clients. Founded in 1995, New York,
New York. Acquired by MSGI in July 1997.

Media Marketplace: providing direct marketing and advertising for national publishing, business-to-business and not-for-profit clients.
Founded in 1973, Philadelphia, Pennsylvania. Acquired by MSGI in December 1997.

Metro Fulfillment: a fulfillment services company that combines Internet commerce and production, web design, and online, real-time
database management with more traditional fulfillment methods. MFI's combined facilities are over 75,000 square feet of climate
controlled, state of the art warehouse. Founded in 1998, Valencia, California by MSGI.

She also stated that MSGI's business units serve more than 1,000 clients in dozens of industries. She had mentioned that MSGI was
shifting their business away from the telemarketing to a more balanced, less seasonally dependent income stream spread across several
businesses. She that that 66% of their business is now derived from Marketing Services. She also said that their Metro Direct subsidiary
was recognized by Inc. Magazine as the fastest growing direct marketing company in America for the past two years and that they've
retained over 90% of their over 500 clients.

See Part II also.

Good Investing!!
Double Digit



To: Kurt_Ruckus who wrote (8)12/10/1998 9:04:00 PM
From: Kurt_Ruckus  Respond to of 244
 
Investor Relations interview PART II... (double digit is a busy guy)

FYI,

Here's part two of my earlier message:

Robbie Raffish of Investor Relations also said that the Metro Fulfillment division is making significant progress and will attain
profitability in the January - March quarter. This quarter's revenue from all other operating division will more than make-up for any losses Metro Fulfillment will have this quarter and MSGI will post a profit this quarter.

She said they 250 - 300 employees vs. the 1,265 that Yahoo lists. This was good because it shows the company is not overly bloated
and that their revenue per employee is better than the industry average. She said the company has an aggressive acquisition strategy
and their acquisitions will focus on their Core Competencies. They want to provide their customers with a true one-source partnership
for direct marketing, Internet and telemarketing services. At least 50% of SD&A's clients and 50% of Pegasus' clients are also Metro
clients which should save their customers time and cost efficiencies.

As far as acquisitions go, they plan to add one one or two more companies in their fiscal year ending June 30, 1999. By then they
expect to be a $100M company which will change everything. She explained that brokerage houses consider any company below $100M as Micro. Once they break that revenue level they will really start to garner some more attention from major brokerage houses.
The acquisitions are primarily being being driver and directed by GE Capital. Jim Brown and Michael Pralle of GE Capital are both
members of the Board of Directors.

Robbie also said that the marketing services industry has a 7.4% average annual compound growth, with that number rising to 10.2% in
the business-to-business category. She said that MSGI plans to outpace the industry growth rate for the foreseeable future.

Good Investing!!
Double Digit