Seeking Alpha

Mobile Guru

 
View as an RSS Feed
View Mobile Guru's Comments BY TICKER:
Latest  |  Highest rated
  • Update: Marathon Patent Group Reports Outstanding Q3 Revenues And Earnings [View article]
    Hey Hal,

    On Marathon they get the best deals in the industry through IPNAV and Eric Spangenberg. By the time Marathon gets them they are way on their way to settlements so the risk is very low. Spangenberg does all the up front work and then sells them to Marathon. He does this so he maximizes his return on the investment since he is a very large shareholder in Marathon. So he gets paid for the IP and then reaps the benefits to the stock going up. Thats what makes this such a great investment. He is going to do everything in his power to increase shareholder value for all of us.

    On SPDL they have a very viable platform. I am amazed someone has not come along to take them out. They would have made a great VC that raised $50M with private funds and then sold themselves for 10X that down the road. Being a public company they are limited in ways to raise capital. And like I said they were early to the game and the game is evolving quickly.
    Nov 14, 2014. 11:54 PM | 1 Like Like |Link to Comment
  • Update: Marathon Patent Group Reports Outstanding Q3 Revenues And Earnings [View article]
    SPDL is still a leader in the space just perhaps a little early. Mobile payments are the future. Still think someone buys them for their technology as they will scale much better inside some very large platforms.
    Nov 14, 2014. 05:48 PM | Likes Like |Link to Comment
  • Marathon Patent Group Recently Acquired MedTech Patents Already Paying Dividends [View article]
    IP deal makers forum in NY. Doug Croxall, Eric Spangenberg starting Nov 6th and will be presenting to IP investors and institutional investors. Perfect time to present.

    http://bit.ly/1tJymr9
    Nov 5, 2014. 06:06 PM | 1 Like Like |Link to Comment
  • Update: Marathon Patent Blows Away Analysts' Estimates With Record $13.5M In Q3 Revenue [View article]
    Spangenberg owns well over 800K shares and probably over a million when you add all the wife, kids, foundations etc... What I see him doing is taking his patents and monetizing them in the highest way possible. Not only does he get paid for the IP but the stronger he makes Marathon the larger his investment becomes. His 1M shares will probably be worth over $50M in the future.
    Oct 15, 2014. 11:26 PM | Likes Like |Link to Comment
  • ITKG Breaks Out To 52-Week High And Tells The Market There's More On The Way [View article]
    I wrote this article back in May and I think they are right on schedule.

    http://seekingalpha.co...
    Sep 26, 2014. 06:15 PM | Likes Like |Link to Comment
  • Introducing Outstanding Performance Awards [View article]
    Great to know and thank you for the response. Have you ever thought about rewarding people when they hit milestones of say 100, 500 or 1000 articles published? Are there stats on how many writers make it to 100? Thanks again.
    Jul 27, 2014. 11:15 PM | Likes Like |Link to Comment
  • Introducing Outstanding Performance Awards [View article]
    Gp,

    I agree completley with your thoughts. I have never felt right accepting money from SA and always am investing my own money in the investments I have pitched. What I will say if making it exclusive is that important to SA and if by doing that I have to get paid lets make a way to allow authors to donate 100% of all proceeds to a charity like the Red Cross. My only condition is at the top of each article it states that "this author does not receive compensation for this article and 100% of exclusive proceeds are donated to charity."

    MG
    Jul 27, 2014. 05:36 PM | Likes Like |Link to Comment
  • Introducing Outstanding Performance Awards [View article]
    I know I am out since I never just make it exclusive. Not sure why that plays into what kind of stock pick it is?
    Jul 25, 2014. 10:39 PM | 1 Like Like |Link to Comment
  • LifeLock - Still Time To Turn A Lemon Into Lemonade [View article]

    Spindle to Exhibit at Midwest Acquirers Association Conference July 16 - 17
    Leading Mobile Commerce Provider Will Preview Its Yowza!! POS and Mobile Marketing Platform
    Marketwired
    Spindle Inc. July 7, 2014 8:30 AM

    SCOTTSDALE, AZ--(Marketwired - Jul 7, 2014) - Spindle, Inc., (OTCQB: SPDL), a leading provider of mobile commerce solutions, announced it will participate at the Midwest Acquirers Association (MWAA) Conference, scheduled for July 16 and 17 at the Westin Lombard Yorktown Center in Lombard, Illinois. Spindle will be located at booth #UE63 throughout the exhibition.

    Spindle will preview its Yowza!! Merchant suite of mobile commerce tools at the conference, including its Yowza!! Offers consumer-facing mobile marketing solution, the cloud-based Yowza!! POS, and Yowza!! Mobile POS solution. Yowza!!'s applications allow merchants to deliver promotions and coupons to personal mobile devices, empowering merchants to develop and maintain meaningful, long-term relationships with customers. In addition, the Yowza!! products help small businesses manage their operations while leveraging powerful POS capabilities.

    "We are expanding our payment aggregation solutions by integrating Yowza!! mobile marketing applications with point-of-sale infrastructure to create more meaningful ways for merchants and customers to interact," said Bill Clark, chief executive officer at Spindle. "We look forward to demonstrating our solutions at the MWAA Conference, and illustrating how resellers can leverage our technology to increase their merchant sales and generate new revenues. Spindle is committed to be the driving force in continuing the development of convenient, secure and ubiquitous mobile commerce solutions that benefit all participants in the ecosystem."

    The Midwest Acquirers Association is a growing community of companies in the banking and payments industry including ISOs (independent sales organizations), sales agents, MSPs (merchant service providers) and financial institutions within the Midwestern United States. The conference is designed to educate this community on the latest trends in payments, including innovative mobile commerce techniques. According to the MWAA, this year's event focuses on the rapidly changing payments market and how companies can adapt to new trends.
    Jul 11, 2014. 10:53 PM | Likes Like |Link to Comment
  • Marathon Patent Group Best Of Breed In Patent Space [View article]
    New presentation out. Opus launches this quarter instead Q4. Management always seems to exceed their commitments.

    http://bit.ly/1lVkn8Z
    Jul 9, 2014. 08:48 PM | 1 Like Like |Link to Comment
  • Marathon Patent Group Best Of Breed In Patent Space [View article]
    I have been investing in the patent space for quite a while. I think I have owned them all at some point. VHC went on a wild ride that defied all expectations. Marathon has the same potential and if Marathon goes to trial with Apple speculation will run wild. Here is what could happen here. Get listing, coverage given these guys have contacts, eventually Russell addition. Top that with some high top end revenue growth and profitability and who knows where we go.
    Jul 3, 2014. 09:40 PM | 1 Like Like |Link to Comment
  • Marathon Patent Group Best Of Breed In Patent Space [View article]
    Redwood,

    I wouldn't say I left anyone off intentionally. There are dozens of other companies that could have been mentioned. How much of the revenue DSS generates is from licensing their technology? My impression is they have a business that generates the revenues and the lawsuits are still to be decided? If I am wrong please correct me.

    With Marathons small float what I have always found is if the biggest problem a stock has is that its hard to buy shares that is a good problem to have. Eventually if they can get an uplisting and the stock goes up they could do a 2-1 and get the share count up a bit. Right now they have tremendous earnings leverage which can be pretty exciting.

    Have a great 4th.

    MG
    Jul 3, 2014. 04:09 PM | 1 Like Like |Link to Comment
  • LifeLock - Still Time To Turn A Lemon Into Lemonade [View article]
    Spindle Reports Significant Increase in Mobile Commerce Consumer and Merchant Activity
    Mon June 30, 2014 8:30 AM|Marketwire


    SCOTTSDALE, AZ -- (Marketwired) -- 06/30/14 -- Spindle, Inc. (OTCQB:SPDL), a leading provider of mobile commerce solutions, reported that it is experiencing considerable growth in both the consumer- and merchant-facing aspects of its mobile commerce services. According to the company, the rate of new downloads of Spindle's Yowza!! mobile couponing application increased 81 percent in the second quarter, compared to first quarter when the company began investing resources in the Yowza!! line after the close of its acquisition on January 3, 2014. Spindle also noted that the Yowza!! app now presents in-store offers at some 120,000 merchant outlets around the country, representing an approximate 25 percent increase since the acquisition. Among the nationwide retailers working with Spindle include Big 5 Sporting Goods, Guitar Center, and the Intercontinental Hotel Group, which includes popular brands like Holiday Inn, Intercontinental and Crowne Plaza properties.

    Yowza!! is a comprehensive, location-based mobile marketing platform that allows merchants to deliver coupons and offers directly to the consumer's mobile device.

    "We are pleased with the growth of the Yowza!! platform on both the consumer and merchant sides of our business, particularly in this short span," said Bill Clark, chief executive officer at Spindle. "We believe these figures validate the growing appeal of mobile commerce, and demonstrate the viability of our approach in providing a value-added solution that serves the distinctive needs of merchants and consumers. We expect to see continued favorable results for Yowza!!, particularly as we look to roll out a number of new services -- such as in-store location-triggered offers that leverages our beaconing system, and integrated marketing and payment services through Yowza!! branded cloud-based point-of-sale technology."

    According to Clark, Spindle is also completing a rebranding process aimed at further accelerating growth.

    "When we acquired the Yowza!! property, we recognized that this brand already had a solid consumer base in the market. We made the decision to leverage this identity, and have now completed the first of several planned customer-facing initiatives, beginning with a refreshed Yowza!! logo and color scheme for the mobile apps and GetYowza.com portal. When combined with our traditional and viral marketing programs, we expect to see accelerated acquisition of both merchants and consumers to our platform. We also believe Spindle has reached the point where we should see our investment in our payments and Yowza!! platforms begin to generate a return on investment in the form of revenue growth, commencing in quarters three and four."

    "Spindle continues to show tremendous strength in a rapidly evolving sector," explained Vikrant Gandhi, senior analyst with the market research firm Frost & Sullivan. "The fact that they added a significant number of consumers and merchants to the Yowza!! platform indicates that the company's strategy is sound and viable. As businesses become more aware of mobile commerce, Spindle will be in a strong position to convert this interest into revenue."
    Jun 30, 2014. 12:52 PM | 1 Like Like |Link to Comment
  • LifeLock - Still Time To Turn A Lemon Into Lemonade [View article]
    Another good example of money flowing into the space. The more customers you have using your service the faster the processing dollars will grow. I bet they are looking at the $20M investment being worth at least a few hundred million when they cash out in a few years.

    Pritzker Group invests $20 million in Swipely


    May 29, 2014
    Pritzker Group Venture Capital is leading a $20 million investment in Swipely, a payments competitor to Square.

    Providence, Rhode Island-based Swipely sells a payment-processing platform for merchants, particularly restaurants, and provides them data analysis about their customers. Swipely's customers are doing about $2 billion in annual transactions.

    Chris Girgenti, managing partner of Pritzker Group Venture Capital, a fund run by J.B. and Tony Pritzker, is leading the deal.

    Payments are a hot area as merchants look for cheaper payment-processing and more data about their customers than they've gotten from traditional point-of-sale systems and credit-card processing vendors.

    Last year, Chicago-based payment processing-software company Braintree Inc. was sold to eBay Inc.'s PayPal division for $800 million. Groupon Inc. also provides payment-processing services to merchants and recently added a mobile-payments capability called G-nome.
    Jun 1, 2014. 11:43 AM | 1 Like Like |Link to Comment
  • Apple, Spindle And The Natural Evolution Of Mobile Point-Of-Sale [View article]
    Hal,

    A new article just published today. There is a lot of M+A going on in this space right now because its not about revenues at the moment but who has the pieces to the mobile payment puzzle. Spindle is putting it all together and eventually that value will be reflected in the share price.

    http://seekingalpha.co...
    Jun 1, 2014. 08:31 AM | 1 Like Like |Link to Comment
COMMENTS STATS
146 Comments
79 Likes