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Mitshu35

Mitshu35
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  • Hipcricket Q3 Earnings - What I'm Looking For [View instapost]
    "strategic alternatives" - sounds like the best course of action now. Wow, what a turn of events, right on the doorstep of having our first great quarter.
    Jan 7 08:16 PM | Likes Like |Link to Comment
  • Hip Hip Hooray For Hipcricket [View article]
    Another thing to consider is that HIPP is already seeing additional business coming from GOOG (outside the Mondelez partnership arrangement). Not sure how much it will be, but knowing that GOOG does some pretty big mobile advertising deals, it could be a significant source of new revenue - a real wild card (with only upside potential) in my mind.
    Nov 18 02:52 PM | 1 Like Like |Link to Comment
  • HipCricket: An Emerging Leader In Mobile Marketing [View instapost]
    No, that is backwards. GOOG is doing the advertising for Mondelez, while HIPP is doing the mobile marketing piece that requires the international branded websites. GOOG is able to handle mass advertising but does not have a platform that handles longer-term marketing campaigns / data analytics like HIPP has. Also, HIPP will be getting some of the advertising work directly from Mondelez, which will be in addition to the marketing piece thru GOOG. GOOG is also sending other business to HIPP unrelated to the Mondelez deal. Good partnership to have!
    Nov 16 11:57 AM | Likes Like |Link to Comment
  • HipCricket: An Emerging Leader In Mobile Marketing [View instapost]
    Report came out on Oct. 30th. Was only released to institutional clients so I have not seen the full version.
    Nov 16 11:51 AM | Likes Like |Link to Comment
  • HipCricket: An Emerging Leader In Mobile Marketing [View instapost]
    Good, well balanced article. Below is an excerpt from the recent analyst coverage report:

    Attractive Valuation – Transactions in the mobile media space in recent years have been completed at Price/Revenue multiples well above 10X (see valuation table on page 9). Based on our fiscal 2015 revenue estimate of $45 million, Hipcricket is currently
    trading at a Price (Market Cap)/Revenue multiple of approximately 2X; a valuation we view as well below fair value.

    Currently the company is finalizing IP-related negotiations with Millennial Media (MM, $7.08, Not Rated) and it is expected that a mutually agreeable settlement will be reached by the end of October of 2013.

    In our opinion, Hipcricket has two very distinct competitive advantages in the mobile marketing space. First the company has an extremely effective analytical targeting engine that is able to collect and accurately interpret consumer traffic data. This tool incorporates Hipcricket’s internal data as well as consumer targeting data from third parties. As part of this targeting expertise, Hippcricket currently has more than 45 million active mobile phone numbers collected from the many campaigns it has managed for its brand customers. This phone number data base is second only to Facebook in the mobile ad space. Hipcricket’s total mobile marketing service suite reminds us of the platform of products and services that Aquantive built so successfully for online marketers prior to being purchased by Microsoft for more than $6 billion.

    In reality, Hipcricket is now a significant participant within the rapidly expanding mobile advertising arena with a unique suite of products specifically geared for connecting major brands with mobile consumers. In our opinion, Hipcricket is well positioned to generate impressive revenue growth through fiscal 2015 and argue that the valuation should move more in line with the Price/Revenues multiples of other successful mobile marketing related enterprises that have been purchased in recent years. As noted in the table above, recent transactions in the mobile media space have (on average) been completed at Price/Revenue multiples of above 10X.
    Nov 5 12:57 PM | 1 Like Like |Link to Comment
  • Hipcricket: A Hidden Gem In The World Of Mobile Advertising [View article]
    From the recent analyst coverage:

    In our opinion, Hipcricket has two very distinct competitive advantages in the mobile marketing space. First the company has an extremely effective analytical targeting engine that is able to collect and accurately interpret consumer traffic data. This tool incorporates Hipcricket’s internal data as well as consumer targeting data from third parties. As part of this targeting expertise, Hippcricket currently has more than 45 million active mobile phone numbers collected from the many campaigns it has managed for its brand customers. This phone number data base is second only to Facebook in the mobile ad space. Hipcricket’s total mobile marketing service suite reminds us of the platform of products and services that Aquantive built so successfully for online marketers prior to being purchased by Microsoft (MSFT, $35.52, Not Rated) for more than $6 billion.

    In reality, Hipcricket is now a significant participant within the rapidly expanding mobile advertising arena with a unique suite of products specifically geared for connecting major brands with mobile consumers. In our opinion, Hipcricket is well positioned to generate impressive revenue growth through fiscal 2015 and argue that the valuation should move more in line with the Price/Revenues multiples of other successful mobile marketing related enterprises that have been purchased in recent years (see Valuation Table above 1). As noted in the table above, recent transactions in the mobile media space have (on average) been completed at Price/Revenue multiples of above 10X.
    Nov 4 12:19 PM | Likes Like |Link to Comment
  • Hipcricket: A Hidden Gem In The World Of Mobile Advertising [View article]
    Wow, no mention of the Google/Mondelez partnership in this article? Maybe you can amend your article once you see the PR on it as it will be a game-changer for HIPP!
    Sep 17 02:23 PM | Likes Like |Link to Comment
  • Buy Hipcricket While Augme Is Still A Four Letter Word [View article]
    For those who may have missed it, Adweek did a short article on Hippcricket last week. Mostly talks of the Ford campaign, but at the end of the article is a reference to the Google/Mondelez partnership. This partnership is a game-changer for HIPP.

    http://bit.ly/14XEfRy

    Things are really coming together for this company. I expect we'll see a fairy significant appreciation in the stock price in the coming days and few weeks. There won't be any further dilution of shares to raise cash, we should see more analyst coverage shortly as well. Lots of large block purchases occurred last week (one was 400K shares), more to come. This Google partnership will result in other partnerships being signed too.
    Sep 15 12:34 PM | Likes Like |Link to Comment
  • Buy Hipcricket While Augme Is Still A Four Letter Word [View article]
    The partnership between HIPP, Mondelez and Google is about going to be released in a PR shortly (hopefully this week). We won't be a 4-letter word much longer once that news hits!
    Sep 15 11:10 AM | Likes Like |Link to Comment
  • Buy Hipcricket While Augme Is Still A Four Letter Word [View article]
    It was one large investor getting out. He apparently still has another 500K shares to unload, being done through Northland Securities.
    Jul 12 07:56 AM | Likes Like |Link to Comment
  • Buy Millennial Media Prior To Q4 Earnings [View article]
    Maybe we should just hope for a buyout here....still a fast growing company with no debt - shouldn't get clobbered like this. Hopefully just temporary.
    Feb 19 04:41 PM | Likes Like |Link to Comment
  • Buy Millennial Media Prior To Q4 Earnings [View article]
    Looking for a solid earnings report tonight. Shares seem to want to go higher, just waiting for a catalyst. The control which the shorts have had on this stock may finally be behind us...share price seems to be able to hold its gains fairly well after that technical breakout we saw on Friday, getting well above the 200 day average. Anyway, hoping for much more upside after earnings are released tonight.
    Feb 19 12:58 PM | Likes Like |Link to Comment
  • Buy Millennial Media Prior To Q4 Earnings [View article]
    Excellent article. Nice to see more coverage lately on MM...one of my favorite stocks!
    Feb 14 04:15 PM | Likes Like |Link to Comment
  • Microsoft's Mobile Allies [View article]
    Millennial Media remains viable takeover target, says Oppenheimer
    Jan 17 12:35 PM | Likes Like |Link to Comment
  • Mobile Monetization Index - January [View article]
    Yes, Q3 & Q4 are the strongest quarters, but I like how they are growing internationally. I think that may offset some of Q1 & Q2 "weakness" along with the additional funds flowing into the sector as firms direct more funds to mobile-related advertising each year. My big concern with MM is that they don't own any patents (and currently have 2 patent-related lawsuits against them), even though they did indicate at one point they were going to address this issue.
    Jan 3 12:23 PM | Likes Like |Link to Comment
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