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Post by magnus123 on Dec 18, 2020 16:41:38 GMT
Okay, i recorded the interesting part with my screen. Sorry for the bad sound quality. you can watch it here: streamable.com/26spbrEdit: (for those who don't want to create an account on Webex)
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Post by magnus123 on Dec 18, 2020 16:43:06 GMT
Just joined and watched. Very cool. How did you find this Read you post to late, sorry. I found out on Twitter that they joined this event.
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Post by vzveteran on Dec 18, 2020 20:25:31 GMT
Prospects in Q1 look good....The daily...meh Not so much!...I Averaged down a bit tho... Big institutional buys......
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Post by magnus123 on Dec 18, 2020 22:11:50 GMT
Prospects in Q1 look good....The daily...meh Not so much!...I Averaged down a bit tho... Big institutional buys...... Yeah, the daily looks ugly, but that could change already next weeks. We are now close to the trend line. If the uptrend continues, we should see some positive action next week. Just a guess. I couldn't resist as well and added a bit more
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Post by JHam on Dec 19, 2020 1:16:20 GMT
Prospects in Q1 look good....The daily...meh Not so much!...I Averaged down a bit tho... Big institutional buys...... Yeah, the daily looks ugly, but that could change already next weeks. We are now close to the trend line. If the uptrend continues, we should see some positive action next week. Just a guess. I couldn't resist as well and added a bit more This was pretty much the scenario we were hoping for. For QUIK to go up and OBLG to go down so that we could load up before January. OBLG is my new CPAH so I don’t mind holding it for a while. OLBG does marketing so much better than CPAH though so I am hoping once cloud multi-share officially launches, they’ll be great at getting the word out. They’ve already said they anticipate 10x growth in the next 18-24 months. It is currently trading at around 2x revenue in a space where some companies trade at 50x +.
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Post by JHam on Dec 19, 2020 2:09:05 GMT
Yeah, the daily looks ugly, but that could change already next weeks. We are now close to the trend line. If the uptrend continues, we should see some positive action next week. Just a guess. I couldn't resist as well and added a bit more This was pretty much the scenario we were hoping for. For QUIK to go up and OBLG to go down so that we could load up before January. OBLG is my new CPAH so I don’t mind holding it for a while. OLBG does marketing so much better than CPAH though so I am hoping once cloud multi-share officially launches, they’ll be great at getting the word out. They’ve already said they anticipate 10x growth in the next 18-24 months. It is currently trading at around 2x revenue in a space where some companies trade at 50x +. Correction: 10x growth anticipated in the next 3-4 years from the new cloud offering, and “significant” top line growth in the next 18-24 months from their combined offering with Cisco/WebEx: finance.yahoo.com/news/oblong-mezzanine-delivers-key-wins-130000985.htmlOblong’s Mezzanine™ Delivers Key Wins for Cisco Across Multiple Industries; Empowers Global Workforces with Secure, Multi-user, Multi-Site Content Collaboration Experience
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Post by JHam on Dec 19, 2020 3:26:27 GMT
Prospects in Q1 look good....The daily...meh Not so much!...I Averaged down a bit tho... Big institutional buys......Yep. Just on the past two weeks: 2020-12-15 13G Iroquois Capital Management, LLC 580,000 shares/7.60%
2020-12-15 13G Special Equities Opportunity Fund, LLC 580,000 Shares/7.62 %
2020-12-08 13G ALPHA CAPITAL ANSTALT 578,246 Shares 7.60%
2020-12-04 13D/A PESSIN NORMAN H 346,648 shares 4.5%
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Post by JHam on Dec 19, 2020 5:34:04 GMT
I don't know how I missed this, but the CEO Peter Holst gave a Virtual Fall Investor Summit last month. There is a lot of great info in there along with an updated slide deck. Definitely worth a listen: www.webcaster4.com/Player/Index?webcastId=38525&g=3142f980-6a21-4e80-b0fc-f2ce69c9719a&uid=289592&sid=lcd, he goes into detail about they are collaborators with the Zoom, WebEx, Microsofts, etc...of the world, not competitors. OBLG doesn't go to market directly, but relies on customers/channel partners to sell it. I shouldn't have used the term "Zoom Killer". More like "Zoom Enhancer". Some highlights: ・Focused on the content stream (not simply voice or video) going forward, which they believe is the next big step. ・Focusing on building towards $100M ARR (annual recurring revenue) over the next 12-24 months
・Expect a proof-of-concept version of the cloud offering in Dec, beta version in 1Q21, and a full roll out in mid-21
・With $100M invested in IP/patents OBLG is the only provider delivering collaboration experience using multiple streams of content in real time
・Targeting a 65% gross margin
・Goal to reach conversion ratio so that many one-time customers convert to ARR
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Post by magnus123 on Dec 19, 2020 12:49:00 GMT
I hope that we will get the announcement of the cloud based multi share solution in december.
The great thing is that OBLG has the patents and any video conferencing plattform needs to partner with OBLG, if they want multi stream-/multi share solutions!
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Post by lcd on Dec 20, 2020 23:31:51 GMT
Thanks everyone for sharing your findings. Watching magnus's recording of the cloud based presentation, I decided to jump on the link in their demo. You can anonymously start a screensharing session at multishare.mezzaninelabs.com/ . It is odd that they have this available anonymously, without any advertising as far as I can tell. This is just a simple screenshare tool, but marketing it as a free service might draw in some users looking for an easy to use tool. I ended up taking a pretty big position on Friday when the price dipped below $5.
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Post by JHam on Dec 21, 2020 2:44:47 GMT
Thanks everyone for sharing your findings. Watching magnus's recording of the cloud based presentation, I decided to jump on the link in their demo. You can anonymously start a screensharing session at multishare.mezzaninelabs.com/ . I t is odd that they have this available anonymously, without any advertising as far as I can tell. This is just a simple screenshare tool, but marketing it as a free service might draw in some users looking for an easy to use tool. I ended up taking a pretty big position on Friday when the price dipped below $5. Oh cool, I will check that out, thanks for letting us know. This is probably their proof-of-concept version. Perhaps they just want to get feedback from a handful of users so that they can work out any kinks and fix any issues before starting to market the beta version...?
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Post by magnus123 on Dec 21, 2020 10:24:28 GMT
Thanks, lcd.
Well, Covid21 starting now in europe? Will be interesting to see how OBLG reacts.
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Post by magnus123 on Dec 21, 2020 11:05:14 GMT
Thanks, lcd. Well, Covid21 starting now in europe? Will be interesting to see how OBLG reacts. ZM is 5% green. Could be an interesting day...
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Post by JHam on Dec 21, 2020 15:54:32 GMT
Added a little bit more at $4.97.
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Post by lcd on Dec 21, 2020 22:10:09 GMT
I guess the shorts are in control. I added more at $4.87 and have an after hours in for $4.64 if it hits that again, but I doubt it will. Wish I had waited a few days before taking a position in this one, but I am optimistic about 2021.
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Post by JHam on Dec 22, 2020 1:58:02 GMT
I guess the shorts are in control. I added more at $4.87 and have an after hours in for $4.64 if it hits that again, but I doubt it will. Wish I had waited a few days before taking a position in this one, but I am optimistic about 2021. We’ll if it makes you feel any better, my average is $5.72. I agree that shorts are in control right now. I’ll keep adding, but for now I’ll probably wait to see where it bottoms out. This is a long term for me, patiently waiting for them to achieve the $100M ARR in the next 12-24 months, that they anticipate.
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Post by magnus123 on Dec 22, 2020 22:19:28 GMT
Nice rebound from the trendline. A LOT of volume in the last 5 minutes. More than 50k shares traded. I wonder what that was.
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Post by magnus123 on Dec 23, 2020 9:26:44 GMT
Can anyone here remember if this was on the website before? www.oblong.com/mezzanine/quickstartShare Your ScreenClick Share My Screen at any time to share your screen with everyone in the meeting.Hint:Mezzanine allows multiple screens to be shared at once, so you can share at the same time as your teammates.At the bottom of the page. That should mean that the presented multi-share application from Webexone event is already included in Mezzanine.
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Post by magnus123 on Dec 23, 2020 13:15:17 GMT
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Post by JHam on Dec 23, 2020 13:25:20 GMT
Can anyone here remember if this was on the website before? www.oblong.com/mezzanine/quickstartShare Your ScreenClick Share My Screen at any time to share your screen with everyone in the meeting.Hint:Mezzanine allows multiple screens to be shared at once, so you can share at the same time as your teammates.At the bottom of the page. That should mean that the presented multi-share application from Webexone event is already included in Mezzanine. Hmm...I can’t remember seeing this before. And yes, that seems to be accurate.
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