ERICOPOLY Posted May 19, 2021 Share Posted May 19, 2021 4 hours ago, Spekulatius said: Has anyone ever seen a startup making it’s numbers shown in projections? Well, the "Integrated Solutions" category where the meat of the "pie in the sky" revenue is projected to come from only contains 1.1m units (the same number that Sanjeev reported from People Corp). And he reported that it was an actual contract and that they wanted to be onboarded immediately. His statements on this thread line up with the capital raise forecasts. The unit projection is what they already had under contract at the time. Link to comment Share on other sites More sharing options...
ERICOPOLY Posted May 23, 2021 Share Posted May 23, 2021 Best job titles ever, can't wait for the movie: Oriah Love, Grower Oliver Hammer, Assistant Grower Fiona Brooks, Assistant Breeder https://zedtherapeutics.com/team/ Link to comment Share on other sites More sharing options...
Spekulatius Posted May 23, 2021 Share Posted May 23, 2021 15 hours ago, ERICOPOLY said: Best job titles ever, can't wait for the movie: Oriah Love, Grower Oliver Hammer, Assistant Grower Fiona Brooks, Assistant Breeder https://zedtherapeutics.com/team/ Time for Bayer/ Monsanto to get in, and professionalize the business. Link to comment Share on other sites More sharing options...
compoundinglife Posted May 24, 2021 Share Posted May 24, 2021 On 5/19/2021 at 7:49 AM, benchmark said: the app's last update was Nov. 2019 -- just shows that it's a dead app. Over the past couple of years I have posted a few updates on this thread about GoEvisit/MyCare. The app ratings #s (used as a proxy for installations) never budged. Their competitor Akira has close 13K ratings now. Looking at GoEvisit on LinkedIn its pretty clear there is nothing going on there. 1 developer on LinkedIn, the lead developer who was a contractor, leaving the engagement in Nov 2020. They are/were licensing software to drive the platform (bright.md) so probably not much in the way of IP. It is dead money. Link to comment Share on other sites More sharing options...
compoundinglife Posted May 24, 2021 Share Posted May 24, 2021 On 5/19/2021 at 9:38 AM, ERICOPOLY said: Well, the "Integrated Solutions" category where the meat of the "pie in the sky" revenue is projected to come from only contains 1.1m units (the same number that Sanjeev reported from People Corp). And he reported that it was an actual contract and that they wanted to be onboarded immediately. His statements on this thread line up with the capital raise forecasts. The unit projection is what they already had under contract at the time. Maybe it was all BS? Neither Peoples nor GoEvisit did any PR about a contract that I could find. Typically the first thing a startup does when they sign a contract like this is to release PR. Maybe there was an evaluation period and they backed out? Link to comment Share on other sites More sharing options...
benchmark Posted May 25, 2021 Share Posted May 25, 2021 Who is buying today? Link to comment Share on other sites More sharing options...
valueinvesting101 Posted May 26, 2021 Share Posted May 26, 2021 On 5/25/2021 at 12:57 PM, benchmark said: Who is buying today? https://www.globenewswire.com/news-release/2021/05/25/2235988/0/en/Early-Warning-Report-Issued-Pursuant-to-National-Instrument-62-103.html Eric Ingman. Who is this person? Link to comment Share on other sites More sharing options...
John Hjorth Posted May 26, 2021 Share Posted May 26, 2021 WAG : ERICOPOLY. Link to comment Share on other sites More sharing options...
compoundinglife Posted May 26, 2021 Share Posted May 26, 2021 22 minutes ago, valueinvesting101 said: https://www.globenewswire.com/news-release/2021/05/25/2235988/0/en/Early-Warning-Report-Issued-Pursuant-to-National-Instrument-62-103.html Eric Ingman. Who is this person? Looks like ERICOPLY based on a google search. Link to comment Share on other sites More sharing options...
rkbabang Posted May 26, 2021 Share Posted May 26, 2021 53 minutes ago, valueinvesting101 said: https://www.globenewswire.com/news-release/2021/05/25/2235988/0/en/Early-Warning-Report-Issued-Pursuant-to-National-Instrument-62-103.html Eric Ingman. Who is this person? Searching for Eric Ingman and the phone number 805 450 3879 gives me a page on getajet.es that has been removed, but this is the google cache: https://webcache.googleusercontent.com/search?q=cache:MVzoglcr20YJ:https://www.getajet.es/bedheads-perth-ufyaev/f77515-edenred-investor-relations+&cd=5&hl=en&ct=clnk&gl=us Link to comment Share on other sites More sharing options...
compoundinglife Posted May 26, 2021 Share Posted May 26, 2021 7 minutes ago, rkbabang said: Searching for Eric Ingman and the phone number 805 450 3879 gives me a page on getajet.es that has been removed, but this is the google cache: https://webcache.googleusercontent.com/search?q=cache:MVzoglcr20YJ:https://www.getajet.es/bedheads-perth-ufyaev/f77515-edenred-investor-relations+&cd=5&hl=en&ct=clnk&gl=us Look up the name on LinkedIn. Spent 10 years as SDET at MSFT. Sounds like ERICOPLY based on previous posts about working at MSFT doing test work. Link to comment Share on other sites More sharing options...
Spekulatius Posted May 26, 2021 Share Posted May 26, 2021 Link to comment Share on other sites More sharing options...
Gregmal Posted May 26, 2021 Share Posted May 26, 2021 Those are some balls. Link to comment Share on other sites More sharing options...
Spekulatius Posted May 27, 2021 Share Posted May 27, 2021 ^ This is a casino, sir. Link to comment Share on other sites More sharing options...
gfp Posted May 27, 2021 Share Posted May 27, 2021 Isn't this just basically a redemption from Corner Market Capital to Eric personally that was partially distributed as illiquid PDH shares that all of a sudden show up in his name personally, followed by a $70k open market purchase of stock? Doesn't seem that bonkers to me. Link to comment Share on other sites More sharing options...
stahleyp Posted May 27, 2021 Share Posted May 27, 2021 34 minutes ago, gfp said: Isn't this just basically a redemption from Corner Market Capital to Eric personally that was partially distributed as illiquid PDH shares that all of a sudden show up in his name personally, followed by a $70k open market purchase of stock? Doesn't seem that bonkers to me. I think this is probably correct. Besides, how much is a $900,000 (or $350,000 depending on spread) investment for Eric really? I think we're talking about less than 10% (probably something closer to 5%) of his net worth. If that's the case, this is probably his least "big balls" trade he's done. Link to comment Share on other sites More sharing options...
Gregmal Posted May 27, 2021 Share Posted May 27, 2021 Yea I was wondering what if any % of things was related party transactions or shit getting settled in stock or distributed from the fund, but still....why not cheer for the home team? I ve been pretty clear on what I think their chances of succeeding are, but still. Link to comment Share on other sites More sharing options...
bizaro86 Posted May 27, 2021 Share Posted May 27, 2021 1 hour ago, Gregmal said: Yea I was wondering what if any % of things was related party transactions or shit getting settled in stock or distributed from the fund, but still....why not cheer for the home team? I ve been pretty clear on what I think their chances of succeeding are, but still. Yeah, the base rate for a holding company that small succeeding is low. But I'd rather cheer for success than failure given the people involved. Admittedly I'm doing that from the sidelines. I think it's really too bad the Russell Breweries deal didn't close. That would have given PDH a sustainable source of cash flow (cover G&A, reinvest, etc) Link to comment Share on other sites More sharing options...
benchmark Posted May 28, 2021 Share Posted May 28, 2021 13 hours ago, gfp said: Isn't this just basically a redemption from Corner Market Capital to Eric personally that was partially distributed as illiquid PDH shares that all of a sudden show up in his name personally, followed by a $70k open market purchase of stock? Doesn't seem that bonkers to me. That may be a small purchase for him, but why did he have to buy at 2x of the market price? Link to comment Share on other sites More sharing options...
RichardGibbons Posted May 28, 2021 Share Posted May 28, 2021 3 hours ago, benchmark said: That may be a small purchase for him, but why did he have to buy at 2x of the market price? Probably liquidity, unless there's reason to believe that he would have been able to acquire that many shares at the market price. Link to comment Share on other sites More sharing options...
benchmark Posted May 28, 2021 Share Posted May 28, 2021 8 hours ago, RichardGibbons said: Probably liquidity, unless there's reason to believe that he would have been able to acquire that many shares at the market price. Maybe. However, given that he has 23M shares already, buying 100k share at 2x the market price just seems to be weird. Unless he is trying to get a loan with the shares as collateral Link to comment Share on other sites More sharing options...
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