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Author: [Investments] Topic: VELTI....Smybol VELT
BigChris51 send a private message View Space | Friends | Playbook |
BigChris51
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#1
Posted: 3/13/2012 12:51:25 PM
I have been touting this stock now for over 12 months when i first bought it...

this news just came out 1 hour ago....

get on board folks.... This is a long-term homerun!



Internet colossus Google (NAS: GOOG) , already dominant in the Internet advertising niche, is heavily into the mobile advertising market as well -- currently hogging 24% of that increasingly lucrative business through its AdMob division. But an up-and-coming mobile ad agency could change all that, and soon: Google, meet Velti (NAS: VELT) .

Velti is a relative newcomer, having gone public just a tad over a year ago. Its path hasn't been strewn with roses, and its stock descended from its post-IPO highs of nearly $20 to around $7 per share, where it hovered for most of last fall. Just this week, however, the company shook up the market with its brilliant earnings report, showing 63% growth year over year, and 52% growth in just the fourth quarter. Not surprisingly, Velti has also bumped up its guidance for 2012, expecting revenues of $280 million to $295 million.

Business ventures are paying off in a big way
Velti spent a bundle on expansion efforts in 2011, and they are already proving to be profitable investments. Last September, the company purchased mobile marketing entity Air2Web for $19 million, and then shelled out another $25 million for European software company Mobile Interactive Group in November. The acquisition of MIG alone added substantially to Velti's bottom line, having all by itself brought in revenues of $20 million for the previous calendar year.

The mobile advertising market is expanding as well, expected to top $7 billion this year -- up from $2 billion just two years ago. ABI Research estimates the market to be in the neighborhood of $24 billion by 2016, a value that represents the sum total of all types of online advertising as of midyear 2011. This forecast seems a bit overstated, particularly since mobile ads aren't as profitable as online ads, but it does emphasize the importance of mobile marketing.

The mobile ad market is not that easy to dominate, which makes Velti's meteoric rise all the more spectacular. Even heavy-hitter Apple (NAS: AAPL) has not been a dominant player in this field, stumbling in its efforts to elevate its iAd network to the lofty heights attained by Google's AdMob. As for smaller competitor Motricity, which lost more than 90% of its value over the past year, the struggle to stay afloat is one the company appears to be losing -- even after an infusion of cash from Carl Icahn last September.

Fool's take
Velti's recent report proves that the company has what it takes to grab a significant portion of the ever-increasing mobile advertising pie. Its recent acquisitions have already begun adding to its bottom line, and the company is particularly well-positioned for expansion and growth in Europe when the economic climate begins to brighten. It's probably not going to topple giant Google anytime soon, but the titan might want to watch its back -- because it looks like Velti is loading the slingshot.

Don't miss out on the revolution that is mobile technology -- it's going to be worth more than you could ever dream of. Get all the facts and see how you can jump on this fast-moving train and ride it all the way to the bank. Click here to access our free report now, before the opportunity passes you by!


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dannestor222 send a private message View Space | Friends | Playbook |
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#2
Posted: 3/14/2012 4:09:36 PM

I read a post of yours about "flipping tickets"

Sent you a friend request, can you accept so I can maybe ask you a few questions about this? I am starting to do the same thing in Philly area.....also loved the idea of joining country music fan clubs, etc.

Thanks.

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BigChris51 send a private message View Space | Friends | Playbook |
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#3
Posted: 3/21/2012 6:31:58 PM
yes no problem
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mtndew146 send a private message View Space | Blog | Friends | Playbook |
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#4
Posted: 3/24/2012 10:18:25 AM
PE is 25
Way too high for me
AAPL PE is 17 and that still is a bargain.
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pinoy1da send a private message View Space | Friends | Playbook | My Sportsbook: 5Dimes |
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#5
Posted: 3/24/2012 4:40:08 PM
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rubberneck
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rubberneck
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#6
Posted: 3/25/2012 5:24:10 PM
AAPL will get crushed-just a matter of time
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BigChris51 send a private message View Space | Friends | Playbook |
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#7
Posted: 3/26/2012 2:33:17 PM
QUOTE Originally Posted by rubberneck:

AAPL will get crushed-just a matter of time



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mtndew146 send a private message View Space | Blog | Friends | Playbook |
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#8
Posted: 3/26/2012 4:46:16 PM
QUOTE Originally Posted by rubberneck:

AAPL will get crushed-just a matter of time
Closed at 606.98 up ten bucks plus. You can't kill the AAPL
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BigChris51 send a private message View Space | Friends | Playbook |
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#9
Posted: 3/26/2012 11:14:50 PM
QUOTE Originally Posted by mtndew146:

Closed at 606.98 up ten bucks plus. You can't kill the AAPL


 Everything that goes up must come down.
you should just put a stop loss in just to be safe.

good luck!
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mtndew146 send a private message View Space | Blog | Friends | Playbook |
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#10
Posted: 3/27/2012 9:32:25 AM
QUOTE Originally Posted by BigChris51:



 Everything that goes up must come down.
you should just put a stop loss in just to be safe.

good luck!
Just because the stock price is high doesn't mean it is due for a fall. Their PE is relatively cheap compared to other stocks and hedging is a good bet if you think the price is gonna fall. AAPL will never fall that fast though.
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BigChris51 send a private message View Space | Friends | Playbook |
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#11
Posted: 3/28/2012 1:01:02 AM
Maybe... I wish you no harm my friend... i hope you make millions off the stock.

I just like my little VELT for the next 36 months.
I invested 5k for my son at $8.00 and its currently about $13.50.

I don't have big bucks like you,

Good luck 
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wallstreetcappers send a private message View Space | Friends | Playbook |
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#12
Posted: 3/28/2012 3:10:00 PM
I dont think the valuation on VELT is cheap, not at all.

They are selling at what 5 times sales and 3 times book with a negative profit margin and very little cash?

It does not look like a "value" play to me at all.
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BigChris51 send a private message View Space | Friends | Playbook |
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#13
Posted: 3/28/2012 11:31:14 PM
QUOTE Originally Posted by wallstreetcappers:

I dont think the valuation on VELT is cheap, not at all.

They are selling at what 5 times sales and 3 times book with a negative profit margin and very little cash?

It does not look like a "value" play to me at all.


I appreciate your opinion on this Wall Street. I know your wise in these parts. I'll make sure i'm protected on the downside.

Thank you.  

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pinoy1da send a private message View Space | Friends | Playbook | My Sportsbook: 5Dimes |
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#14
Posted: 3/30/2012 4:55:55 AM
im in it for the ride. 
thanks for the tip Chris

looks like u jumped on this back in Jan/Feb @ $8 a share 

5k invested and its at $13 right now = 


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cave0707 send a private message View Space | Blog | Friends | Playbook |
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#15
Posted: 3/31/2012 11:33:21 AM
Is VELT the Irish company?  Mobile advertising etc etc.  I was actually looking at that stock the other day.  Very speculative no?  Earnings cyclical?  Both years Q4 robust but the Q1's to Q3's suck. 
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BigChris51 send a private message View Space | Friends | Playbook |
BigChris51
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#16
Posted: 4/2/2012 12:06:11 AM
QUOTE Originally Posted by cave0707:

Is VELT the Irish company?  Mobile advertising etc etc.  I was actually looking at that stock the other day.  Very speculative no?  Earnings cyclical?  Both years Q4 robust but the Q1's to Q3's suck. 


No their headquarters are in Greece.

I don't think they are speculative at all. The volume doesn't show that.
All i know is there was about 2 billion spent in mobile advertising in 2011 and correct me if i'm wrong but mobile advertising is supposed to hit 20 billion worldwide by 2015.






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cave0707 send a private message View Space | Blog | Friends | Playbook |
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#17
Posted: 4/3/2012 11:24:26 PM
BigChris, if you like VELT (mobile advertising), why not go for the homerun and buy INVN (motion sensor chips for mobile phones).  MEMs chips, motion sensors chips ... advanced versions built by Invensense.  The have 70% of the Android phones and 90% of the Android tablets.  They were the guys that made the motion sensor chips for the Nintendo Wii several years back.    The next big thing in the mobile handset market is in the sensory arena.  Not just the simple turn ur phone and the screen goes from portrait to landscape.  That's for kids, INVN's for men!!!
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