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Dr. John Faessel
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Dr. John L. Faessel is a seasoned and respected Wall Street professional with industry-wide recognition for expertise in market strategy and analysis. He is widely recognized for his insights in public companies. For over 20-years Dr. Faessel’s ON THE MARKET reports have been widely distributed... More
  • The Cachet and Glamour of Miss Universe and the Dallas Cowboys  0 comments
    Sep 16, 2011 8:52 AM | about stocks: MFON

            Dr. John L. Faessel

    ON THE MARKET

    Commentary and Insights

    Faessel Publishing LLC

    Dr.Faessel@onthemar.com

     

    Miss Universe the Dallas Cowboys & CommerceTel

     

           Show Biz Teamed with New Levels of Fan Interactivity  

     

    CommerceTel Corp (OTC:MFON) OTCBB $1.80

     

    The Miss Universe Pageant and the Dallas Cowboys select (OTC:MFON)’s award winning* technology to interact with their fans.

     

    But first the “elevator” version of the (OTC:MFON) story:

    Because of recent acquisitions and organic growth this little company will do $8-$10 million in revenue over the next 12 months IMO. They have a terrific cutting-edge software product called C4 that won the Sybase Innovator of the Year Award.** The sector is red-hot with acquisitions at super high multiples because of compelling demand to garner the eyes of the 5.3 billion mobile users that spend $1 trillion on goods purchased from their smart phone. I think it's a slam dunk buyout ― probably within a year. Compute this: $8 or $10 million in revenues X a 10, 20, or 30 multiple like the recent deals in the space  and you get big numbers versus (OTC:MFON)'s current market cap of $40 million. Hence it's one of my best ideas for the next year.

     

    ·        Donald Trump’s Miss Universe Organization offered fan judging through (OTC:MFON)’s on-screen interactive technology prior to and during the recent 2011 MISS UNIVERSE Competition. This interaction with the ‘over’ one [1] billion pageant watchers increased the intensity of the production in an already great show. The "fan voting meter" on the television screen instantly revealed the contestant most favored by the fans.

     

    Fan vote granted Alyssa Campanella, Miss USA 2011, one of the 89 girls’ automatic advancement to the semifinals.  Viewers scored each contestant from their smart phone, tablet or PC thru (OTC:MFON)’s platform managed at “Universe” central. The pageant was telecast live from Sao Paulo, Brazil on Monday, September 12th on NBC. (See the links to the photo spreads of fan favorite Miss USA and the new Miss Universe 2011 below.*)

     

    ·        Cowboys Stadium, home of The Dallas Cowboys, has upgraded the stadiums capability to interact with their fans through (OTC:MFON)’s Txtstation; a system that allows stadium personnel to create polls, contests, and a lot more. Txtstation provides interactivity via text messaging, and reflects the growing capability of stadium venues to interact with their fans thru their smart phones.

    http://sportsvideo.org/main/blog/2011/08/26/cowboys-stadium-enhances-in-venue-video-operations//  

     

     

    My thesis is that with only 22 million shares outstanding with a 10 million share float even really large multiples.....20x...30x...still could be tip money for the firm with insight that really understands (OTC:MFON). There is a best-case projection here; however I firmly believe that the big picture is most enticing. Factor in the frenzy of numerous completed deals at super high revenue to market-cap multiples, and (OTC:MFON) becomes about as compelling a story as you can find: owning a piece of this emerging company starts to make very good investment / speculative sense.

     

    (OTC:MFON)’s current customers—numbering over 400—include CNN, Disney, Sony Pictures, AT&T, Verizon, USA Network, numerous professional sports franchises, the Golf Channel, and NBC Universal.

     

    Now add the just announced acquisitions by (OTC:MFON) of BoomText that will add over 1,000 new clients and will sharply and immediately build accretive revenue. BoomText’s clients include organizations such as Sonic, Jamba Juice, Dutch Brothers, Dairy Queen, Chick-fil and Pizza Hut.

     

    ** (OTC:MFON)’s C4 Software platform won the Sybase Inc’s* Innovator of the Year Award in 2009. Sybase is a world leader in delivering enterprise and mobile software to manage, analyze and mobilize information for business intelligence. Sybase is owned by SAP, the world's largest business software company.

     

    * Link to Miss USA’s 19 photo spread (Wow): http://www.ibtimes.com/articles/211818/20110911/miss-universe-2011-miss-u-s-a-in-the-top-ten-voted-contestants-miss-u-s-a-2011-alyssa-campanella-sao.htm#page1

     

    Link to the photo spread of winner of Miss Universe 2011: Miss Angola Leila Lopes: http://abcnews.go.com/Entertainment/slideshow/miss-universe-2011-winner-miss-angola-leila-lopes-14500377

     

    To visit (OTC:MFON)’s comprehensive website: http://www.commercetel.com

     

     

    Disclaimer: I intend to buy shares of CommerceTel in the open market.

       

     

    On The Market’s Safe Harbor Statement: Statements contained in this document, including those pertaining to estimates and related plans, potential mergers and acquisitions, estimates, growth, establishing new markets, expansion into new markets and related plans other than statements of historical fact, are forward-looking statements subject to a number of uncertainties that could cause actual results to differ materially from statements made.  On The Market is a wholly owned subsidiary of Faessel Publications LLC and provides no assurance as to the subject company's plans or ability to effect any planned and/or proposed actions. Faessel Publications LLC has no first-hand knowledge of management and therefore cannot comment on its capabilities, intent, resources, nor experience and makes no attempt to do so. Statistical information, dollar amounts, and market size data was provided by the subject company and related sources believed by Faessel Publications LLC  to be reliable, but Faessel Publications LLC  provides no assurance, and none is given, as to the accuracy and completeness of this information. Disclaimer: ON THE MARKET / Faessel Publications LLC is not a registered Investment Adviser or a Broker/Dealer. Readers are advised that the information in this report is commentary issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy. The opinions and analyses included herein are based from sources believed to be reliable and written in good faith, but no representation or warranty, expressed or implied is made as to their accuracy, completeness or correctness. Owners, employees and writers may have positions in the securities that are discussed in the newsletter. Readers are urged to consult with their own independent financial advisors with respect to any investment. All information contained in this report should be independently verified with the companies mentioned. Readers are cautioned that small and micro-cap stocks are high-risk investments and that they may lose all or a portion of their investment if they make a purchase. Certain of the statements in this commentary may be considered forwarded looking statements. ON THE MARKET/Faessel Publications LLC makes no representation and provides no assurance or guaranty that such forward looking statements will prove to be accurate. Statements of opinion and belief are those of the authors and/or editors of this report, and are based solely upon the information possessed by such authors and/or editors; no inference should be drawn that such authors or editors have any special or greater knowledge about the company or companies profiled or any particular expertise in the industries or markets in which the profiled company or companies compete. The reader should verify all claims and complete his own due diligence before investing in any securities of profiled company or companies. ON THE MARKET / Faessel Publications LLC makes no recommendation that the purchase of securities of company or companies profiled in this report are suitable or advisable for any person or that an investment such securities will be profitable. In general, given the nature of the company or companies profiled and the lack of an active trading   market for their securities, investing in such securities is highly speculative and carries a high degree of risk. An investor in such securities should be prepared and able to bear a loss of his or her entire investment. Nothing in this report should be construed as an offer or solicitation to buy or sell any securities of any profiled company. ON THE MARKET / Faessel Publications LLC undertakes no obligation to inform readers about the ownership or trading activities of it or its employees or affiliates in the securities of the profiled company or companies. We encourage you to review the investing information available at the Securities and Exchange Commission ("SEC") website (http://www.sec.gov) and the National Association of Securities Dealers ("NASD") website http://www.nasdr.com. You can review all public filings by the companies mentioned at the SEC's EDGAR page. The NASD website includes helpful investor awareness and educational information. The information, opinions and analysis contained herein are based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. This report should not be used as the basis for any investment decision. Faessel Publishing LLC is receiving from third parties a monthly fee of three thousand five hundred dollars and a provision for stock options as compensation for the distribution of this commentary and other advertisements. Since we are receiving compensation in the advertised company there is an inherent conflict of interest in our statements and opinions and such statements and opinions cannot be considered independent.

     

     

     

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