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TNY - Tinybeans Group

Discussion in 'Stocks Q-Z' started by System, Mar 2, 2017.

  1. verce

    verce

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    You know what Ann - I think I'm beginning to like you! :D

    I think it's very secure and only immediate family members and friends that you choose to invite are allowed into the network. Whereas people have legitimate privacy concerns about Facebook, who have done some shonky things in the past with user data.

    Perhaps we are witnessing the grand shift from social media monopolies to trustworthy niche providers! Kind of like how people are shifting from the big four banks, VISA, and Mastercard to services such as Afterpay.
     
    Ann likes this.
  2. Ann

    Ann

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    Also what I liked and saw after I posted was the concept of marketing products on the site. Sort of a combination of Facebook and Amazon, all they need to do now it to have an Ebay style where parents can sell their second hand kids stuff on line through them.
    I can actually see the potential for an awesome site with this stock. If it is run properly it could rock! :)
     
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  3. galumay

    galumay learner

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    Oh well, I am obviously on my own in thinking its a **** site! I dont think you guys are going to get a job in design though!! I dont think those layouts, colour combinations and animations are going to cut through with the 20 something new parents demographic.

    Verce, what fundamentals do you see, to percieve them as being very strong?

    How did you arrive a range of intrinsic value that indicated it was currently 'extremely' undervalued?

    I live in a town of young famiies, yet to meet anyone who has even heard of it let alone used it.

    Why wouldn't parents just use, email, facebook, instagram, iCloud, SmugMug, etc etc??

    Having a quick look I see revenue growth but increased cash outflow, are they just buying users, through advertising or at high cost?
     
  4. verce

    verce

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    I think you are determined to dislike the stock at this stage.

    If you refuse to acknowledge the fundamentals after reviewing every post I have made in this thread, then there's not much else I can do to change your mind. Microcaps aren't for everyone. Some people like the risk vs reward here.

    You live in a town of young families, I assume in Australia? TNY haven't "turned the tap on" yet for their marketing. So wouldn't that suggest that there's actually a huge potential growth story here? Lots of families who will potentially sign up.

    While the likes of Facebook and Instagram are mainstream sharing platforms, they are just not as effective, and there is already growing distrust in Facebook for their questionable history of user privacy. Nobody wants to overshare personal stuff on Facebook. TNY allows for collation and sharing of memories for those who don't care for social media (grandparents). It is more a digital ecosystem to connect parents, friends and families with innovative products and content to assist in raising their children.

    Look at the market cap, not the share price. You really think this is fairly valued at $10m?

    competitors.png
     
  5. Ann

    Ann

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    Where and how are they doing the roadshow Verce?
     
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  6. verce

    verce

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    Ann likes this.
  7. JTLP

    JTLP

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    Lol that’s not long term. That’s only 6 months?

    To be fair, the website and the features are useful and they tick boxes of being modern, it’s just a really cluttered space and so many other vehicles fill this void of capturing the moment etc.

    Plus the staff costs are killing me. You have to work for them right?
     
  8. verce

    verce

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    I have absolutely no connection to them whatsoever. I just know a good company when I find one. Let's see how the next 12 months pans out! Maybe you'll become a believer yet.
     
  9. galumay

    galumay learner

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    No, I am trying to understand the business, as an investor thats what I do. I dont like or dislike businesses, I either condsider them investible or not.

    I haven't seen any fundamental data posted by you, that would indicate the business is "strong". Feel free to show me the metrics that led you to make that claim.

    I dont value businesses by market cap or price. (I hope you realise they are effectively the same metric.)
    Obviously its over valued at current price/market cap, what someone speculating on the business is betting on is that one day the cash flow generated by the business will justify the current price. Thats a pretty asymmetric risk IMO.
     
  10. verce

    verce

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    An amazing reduction in cash burn revealed in today's announcement.

    breakeven.png

    I truly believe they will be cashflow positive now.

    Q3 FY19 costs expected to be between $500k and $650k (compared to 1 million last quarter)

    Q4 FY19 costs expected to be between $300k and $400k!
     
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  11. verce

    verce

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    Featured in the Harvard Business Review today.

    https://hbr.org/2019/03/why-businesses-should-know-where-their-densest-markets-are

    A Maximum Density Market (MDM) is a subsector of a category that has unusually high concentrations of demand in a small arena on a per capita basis. Demand density is extremely important as it provides a shortcut to scalability with far less investment than to achieve it on a mass market basis. The density of the market makes word of mouth exponentially faster and more powerful, so less marketing (if any) dollars are needed.

    Consider Tinybeans, a fast-growing private social media network with over 3 million users. It’s a photo and video sharing site focused on newborns and the many delightful milestones they achieve over the next months. Unlike Facebook, where everyone can see your photos and videos, Tinybeans is private and accessible by invitation only to close friends and family, so there is a tremendous amount of trust which encourages more sharing. This newborn MDM is extremely attractive to marketers whose products are tied to this life event, such as life insurance, a $700 billion dollar industry that is normally unpleasant to talk about.
     
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