Hat RMG Networks die Chance auf die 4 Dollar?

http://www.rmgnetworks.com/

Ich bin der Meinung, wenn das Managment endlich mal die richtigen Entscheidungen triftt, dann könnte es eine Turnaround Story werden.

Die letzten Quartale hat das Unternehmen nur Geld verbrannt. Der neue CEO seit über 7 Monaten im Amt hat große Neuaufträge in Aussicht gestellt. Man wird sehen.  

Intelligent Visual Solutions könnte ein großer Markt werden.

http://www.rmgnetworks.com/  

entwickeln.

DALLAS, TX--(Marketwired - Jul 9, 2015) - RMG Networks Holding Corporation (NASDAQ: RMGN), or RMG Networks™, a leading provider of technology-driven visual communications, today announced the signing of a multimillion agreement to support one of the world's largest telecommunication companies. Initial purchases under the award total $1.1 million, a majority of which will be recognized as margin for accounting purposes. Significant future orders representing up to an additional $4 million are likely as the solution continues to roll out in 2016 across the customer's retail footprint. The opportunity represents one of the largest awards in RMG Networks' history.

RMG Networks will provide multiple stores with interactive and non-interactive video walls, LED displays and interactive Smart Screens that allow customers to learn about product and service options with multi-language support. The project is in direct support of the international telecommunications provider's recently unveiled new store concept designed to transform its retail experience and drive sales with a contemporary, fully digital environment for its customers.

"Built on a cutting-edge digital strategy, this retail transformation will elevate our customer's in-store environment," said Robert Michelson, Chief Executive Officer and President of RMG Networks. "Working in close collaboration, we are deploying a solution that will deliver a modern retail experience for shoppers. Together we are implementing the concept of connecting people's lives to the company by improving opportunities to engage with staff, products and services."

RMG Networks was awarded this tender through a rigorous selection process including multiple competitors from around the globe.

On July 8, 2015, the audit committee of the board of directors of RMG Networks Holding Corporation (the "Company") approved the replacement of the Company's independent registered public accounting firm, Baker Tilly Virchow Krause, LLP ("Baker Tilly"), and engaged Whitley Penn LLP ("Whitley Penn") as the Company's new independent registered public accounting firm, effective immediately. The dismissal of Baker Tilly and appointment of Whitley Penn was a result of a competitive bidding process involving several accounting firms.

Für mich waren die Kosten auch immer ein negativer Faktor. Wenn sich jetzt schon die accounting firmen gegenseitig im Preis drücken, scheint der neue CEO endlich durchzugreifen und die Kosten zu senken. 2013 waren die operating expenses bei rund 17 Mill USD im Jahr 2014 lagen die Kosten bei rund 42 Mill USD. Die Kosten müssten bei 25 Mill USD liegen so dass RMG Networks locker einen Gewinn einfährt.

Dann ist der Aktienkurs aber auch bei 7,50 USD.  

DALLAS, TX -- (Marketwired) -- 07/16/15 -- RMG Networks Holding Corporation (NASDAQ: RMGN), or RMG NetworksTM, a leading provider of technology-driven visual communications solutions, today announced its largest software upgrade in five years. The industry-leading digital signage software provides companies greater functionality at a lower cost with a 500% increase in scalability. Feature changes and enhancements to the software architecture enable unprecedented efficiency and usability.

The new software features eight significant advancements and over 100 new features and improvements that save companies time and money with easy-to-use interfaces, enhanced security controls, increased scalability, comprehensive monitoring, enriched visualization and integrated social media.

http://www.rmgnetworks.com/news/...est-platform-upgrade-in-five-years

Das zweite Quartal war garnicht mal so schlecht. Die News mit den Upgrade verspricht im dritten Quartal einen vielleicht Gewinn.

Turnaround ist hier möglich. Ich bleibe bei 4 USD, wenn der Hype hier einmal richtig losgeht.


 

Ziel 4 USD  

Gestern war auch mal gutes Volumen.  

bekanntgegeben.

Meine Vermutung, die Zahlen werden nicht schlecht sein. Es kommt auf den Umsatz an. Wenn der Quartalsumsatz über 10 Mio USD ist, wird RMG Network zünden, da dann die Kosteneinsparungen zu einem Gewinn führen.

Ziel 4 USD  

DALLAS, TX--(Marketwired - Nov 4, 2015) - RMG Networks Holding Corporation (NASDAQ: RMGN), or RMG Networks™, a leading provider of technology-driven visual communications solutions, announced today that it has entered into a new $7.5 million revolving credit facility with Silicon Valley Bank. The credit facility has a scheduled maturity date of October 13, 2017.

The credit facility was undrawn at the time of closing, and the company intends to use the new credit facility as needed to finance future growth and meet working capital needs. Availability under the credit facility is tied to a borrowing base formula. Borrowings under the credit facility will bear interest at a floating rate equal to the prime rate plus 1.25% or 2.25% per annum, depending on whether certain conditions are satisfied.

"Securing this low interest, non-dilutive financing strengthens our financial flexibility and provides us access to additional working capital as we continue to execute on organic growth initiatives," said Robert Michelson, Chief Executive Officer and President of RMG Networks. "We believe our ability to obtain this type of bank financing demonstrates the progress we are making in stabilizing our financial position and returning RMG Networks to recurring EBITDA generation."

Ziel 4 USD  

Die Zahlen im 3Q waren vielversprechend. Umsatz konnte auf 10.2 Mill Dollar gesteigert werden. Leider fällt immer noch ein Verlust an, aber die vielen neuen Produkte sollten das Umsatzwachstum in 2016 signifikant steigern. Die Supply Chain Lösung ist der key zum Erfolg. Wenn hier dem CEO Michelson der Durchbruch gelingt, sind die Börsenkurse unter 1 Dollar ein Geschenk.  

https://www.youtube.com/watch?v=Y5qMFfzc5Mw

Ich finde die Lösungen und Anwendungen phantastisch.  

In den arabischen Ländern hat RMG Network einen 50% Marktanteil.

https://www.youtube.com/watch?v=e4TLPTl-4gs  

to deliver a cutting edge solution!

Seite 30-31

http://www.joomag.com/magazine/...mber-2015/0389113001448879238?short  

DALLAS, TX--(Marketwired - Feb 1, 2016) - RMG Networks Holding Corporation (NASDAQ: RMGN), or RMG Networks™, a leading provider of technology-driven visual communications, today announced that it has been awarded an order to begin the second phase implementation for Etisalat's new in-store digital signage retail deployment. This award follows the phase one contract announced in July 2015. The project is one of the largest retail developments of its kind in the Middle East.

To date, including this most recent win, RMG Networks has been awarded installations for 50 Etisalat stores with 40 stores already completed in 2015 and 10 stores scheduled for completion in early 2016. The company also expects an opportunity to be awarded an additional 50 stores in 2016, bringing total potential installations under the project to 100 stores.

Etisalat is a multi-national UAE-based telecommunications service provider, which serves 11.6 million customers in the UAE. The digital signage retail project is in direct support of the Etisalat's new "Life: Connected" store concept designed to transform its retail experience and drive sales with a contemporary, fully digital environment for its customers.

The one-of-a-kind digitally enabled concept equips Etisalat retail stores with interactive and non-interactive video walls, LED displays and interactive SmartScreens that allow customers to learn about product and service options and include multi-language support.

Suhail Al Awadi, Vice President-Retail at Etisalat, said, "Digital signage is a revolutionary way to engage customers looking for an innovative and exciting experience. Our new SMART stores in the UAE embody Etisalat's customer experience strategy, using technology to make our customer's visit to the store effortless, informative and highly interactive. After the successful completion of the phase one of the project, we are pleased to continue working with RMG to help bring this concept to reality through their creative digital executions across a majority of our stores over the next year."

RMG Networks is providing a comprehensive solution of software, hardware and content in combination with installation and logistics services.

"Our digital solutions continue to lead the industry in providing an innovative and modern experience for users," said Robert Michelson, Chief Executive Officer and President of RMG Networks. "Intelligent visual solutions allow retail stores to connect with customers, enhancing their experience and increasing engagement. We are proud to support Etisalat in implementing this revolutionary visual concept."

RMG Networks was awarded this tender through a rigorous selection process that included multiple competitors from around the globe.

Strong Buy  

https://www.youtube.com/watch?v=M5Haxf1qKvE  

https://www.youtube.com/watch?v=ZEKDL6KFIJk

RMG Network wird wohl vom Nasdaq Global Market verbannt. Der Aktienkurs unter 1 USD über solch eine lange Phase macht den Ausschluss unumgänglich. RMG Network erfüllt aber die Erfordernisse des Nasdaq Capital Market und wird wohl dort gelistet werden.

Die Digitalisierung im Ladenbereich wird immer weiter voranschreiten. Wenn ich mir alleine das Potential in Deutschland anschaue, hat RMG Network eine große Chance, mit den grosßartigen Produkten, den Aktienkurs explodieren zu lassen.  

DALLAS, TX--(Marketwired - Feb 25, 2016) - RMG Networks Holding Corporation (NASDAQ: RMGN), or RMG Networks™, a leading provider of technology-driven visual communications solutions, is pleased to announce today that it received a positive determination from the Nasdaq Stock Market granting approval of the Company's request to transfer its common stock listing to the Nasdaq Capital Market from the Nasdaq Global Market. The Company's shares will continue to trade under the symbol "RMGN." The Company is also pleased to announce that it has been granted an additional extension through August 22, 2016 to regain compliance with Nasdaq's minimum bid price requirement.
The Company's common stock will begin trading on the Nasdaq Capital Market effective at the start of trading on Thursday, February 25, 2016. The Nasdaq Capital Market is a continuous trading market that operates in substantially the same manner as the Nasdaq Global Market, and listed companies must meet certain financial requirements and comply with Nasdaq's corporate governance requirements.

Wie erwartet! Ist aber nicht weiter wild. Ich will jetzt langsam mal einen großen Kundengewinn im Bereich Supply Chain Solutions posten.

Ach wäre Amazon als Kunde toll!  

DALLAS, TX--(Marketwired - Feb 25, 2016) - RMG Networks Holding Corporation (NASDAQ: RMGN), or RMG Networks™, a leading provider of technology-driven visual communications solutions, announced today that it will report its fourth quarter and year end 2015 financial results before the market opens on Thursday, March 10, 2016.

Management will host a conference call to discuss these results on Thursday, March 10, 2016 at 9 a.m. ET. To access the call, please dial 1-866-428-4719 (toll free) or 1-704-908-0405 and reference conference 54235919. The conference call will also be broadcast live over the Internet with an accompanying slide presentation, which can be accessed via the Investor Relations section of RMG Networks' web site at http://ir.rmgnetworks.com/phoenix.zhtml?c=251935&p=irol-calendar. All participants should call or access the website approximately 10 minutes before the conference begins. The webcast and slide presentation will be available for replay for at least 90 days.

A telephonic replay of this conference call will also be available by dialing 1-855-859-2056 (toll free) or 1-800-585-8367 and entering passcode: 54235919 from 12 p.m. ET on March 10, 2016 until 11:59 p.m. ET on March 17, 2016.

Ich möchte ein positives Ergebnis sehen mit Umsätzen von über 11 Mio USD im vierten Quartal 2016. Ausserdem sollte der sehr gute CEO Michelson einen guten Ausblick geben.  

NCM und kann auch wieder an der Nasdaq Global Market NGM gelistet werden, wenn alle Kriterien erfüllt werden.

RMG Network ist in einem Zukunftsmarkt aktiv. Die Visualisierung der Ladengeschäfte, des Vertriebs, der Produktion, der Healthcare etc. fängt erst an. Das Unternehmen wurde vor einem Jahr vom schlechten Management erlöst. Seit einem Jahr ist CEO Michelson und CFO Bell am Restrukturieren. Turnaround ist möglich!!!

http://www.rmgnetworks.com/  

DALLAS, TX--(Marketwired - Mar 1, 2016) - RMG Networks Holding Corporation (NASDAQ: RMGN), or RMG Networks™, a leading provider of technology-driven visual communications solutions, today announced that Robert Michelson, Chief Executive Officer, and Jana Ahlfinger Bell, Chief Financial Officer, will present at the 28th Annual ROTH Conference on Tuesday, March 15, 2016 at 1:00 p.m. PT (4:00 p.m. ET). The conference will be held March 13-16, 2016 at the Ritz Carlton in Dana Point, CA. RMG Networks management will be available for one-on-one meetings. To schedule a meeting, please contact your ROTH representative.

A live webcast of the presentation will be available to the public and can be accessed on the IR section of RMG Networks' website at http://ir.rmgnetworks.com/phoenix.zhtml?c=251935&p=irol-calendar or http://wsw.com/webcast/roth30/rmgn

Bin zwar kein Roth Fan, aber RMG Network hat eine lange History mit Roth zusammen zu arbeiten. Ein Event um sich zu präsentieren ist immer gut auch bei einer "Verbrecher"Firma. Hoffentlich sind die 4Q2015 Zahlen so gut, um auch viele bei der Conference zu begeistern.  

FROM PRINT TO DIGITAL SIGNAGE!

http://www.sixteen-nine.net/2016/03/02/...m-print-to-digital-signage/

Ein interessanter Artikel über die Möglichkeiten im Einzelhandel mit der Digitalisierung!  

RMG Networks (RMGN) – In the 4th quarter we added one new mid-sized position. While we are largely small-cap, technology, value focused, it’s unusual for us to invest in a sub $30 million company – that’s small, even for us. However, in the 4th quarter we established a position in RMG Networks (RMGN). Superficially, if you take a quick look at RMGN’s marketing materials they appear to be a video display company, but they neither manufacture nor install displays. They are actually a software company that provides enterprises real-time data on displays for a variety of use cases – call centers, logistics facilities, retail outlets, hospitality, etc. We think it’s unusual for a company of this size to have 70 of the Fortune 100 as customers, and equally importantly, to lack significant customer concentration. We established our position at approximately $0.75 – the stock closed last Friday at $1.08. The company’s historic troubles stem from its former management team that spent excessively and was distracted because it was running its display business and an unrelated airplane advertising business – the former CEO’s expertise (which was divested in July). Under the new CEO, Bob Michaelson, the company has reduced op-ex (which we expect to be down again sequentially in 4Q vs 3Q, to be reported on March 10th), grown sales and backlog, and for the first time in 5 years developed a new operating platform and added 6 new products. There’s now a very good reason to reengage with the company’s numerous Fortune 100 customers. This is essentially a high margin software business (~53-59% gross margins) with 30-40% recurring revenue. We believe the company will approach breakeven in 4Q, versus the single sell-side estimate of a ($0.07) loss (equal to 3Q loss, despite likely lower op-ex and seasonally strong revenue). While 1H tends to trend lower from 4Q, we have modeled, and are confident, that by 3Q or 4Q 2016 the company will earn $0.04-0.05 per quarter, or a $0.16-$0.20 run-rate. At a 20x multiple, that would imply a $3.20-$4.00 stock, or a 4x-5x return from our cost, and 3x-4x current prices (shares are now at $1.08). It’s worth pointing out that both the CEO and CFO made open-marketshare purchases post 3Q results (albeit relatively small open-market buys). In addition, the company has $6 million of net cash and in November secured a $7.5 million credit facility (at an attractive prime plus 1.25-2.25%, depending on conditions) from Silicon Valley Bank. We believe that SVB providing a low-cost credit facility to a historically money-losing nano-cap is strong evidence that far better times are ahead. In our experience, SVB does thorough due diligence, and would not provide such financing without extensively evaluating a company’s business plan and prospects. In our conversations with management it’s clear that the company has no need for any financing, and believes its new operating platform, several key sales hires, and additional products position the company for growth. Again, at Dane Capital we don’t typically spend lot of time on $30 million market cap companies, but ones that can return 4x-5x, with clean balance sheets, motivated managements, and that have been vetted by high quality banks (i.e. SVB) present what we believe are highly asymmetric risk/reward opportunities – and if 2H plays out as we expect, 2017 could be extremely interesting for RMGN as the digital signage market is expected to enjoy double-digit annual growth into the next decade.

http://www.valuewalk.com/2016/03/dane-capital-2015-letter/3/

Sieht doch gut aus!  

Das bedeutet der letzte von dem alten inkompetenten überbezahlten Management ist verschwunden. Kosteneinsparungen von über 500.000 USD im Jahr sollten möglich sein, vielleicht auch noch mehr. RMGN hat so um die 220 Mitarbeiter. Die Arbeit des COO kann sich der CTO und CEO untereinander aufteilen. Damit wird auch mehr Geld und Personal für die wichtigen Dinge übrig bleiben.

https://finance.yahoo.com/news/...nces-chief-operating-113000793.html  

https://finance.yahoo.com/q?s=RMGN  

Digitization in Manufacturing: The Internet of Things – Now or Later?

One of my favorite candies growing up was Now and Later. The concept was a great idea – eat some now and save some for later. Interestingly enough, the company that created Now and Later candy dates back to 1919, and made this kind of candy cool even before my kids got hooked on Starbursts and Skittles and such. Recently, I heard there were 19 new flavors of Now and Later available – time to try them all.

But I digress. Let’s talk digitization and the Internet of Things (IoT). You will be left behind, if as my title suggests, you get caught thinking that the concept of connected solutions is strictly a concept for the future and that you can someday get on board.

In a recent article and associated white paper, SupplyChain247 shares the concepts around this new technology and a great infographic full of some amazing statistics. Their summary maintains some companies have recognized the value of IoT for years. Others are only beginning to see the applications, or more importantly, the many benefits it will bring their business.

Some two-thirds surveyed agree that digital transformation will have an impact and is, in fact, a key to their growth and competitiveness, and 93% of those surveyed said they plan to accelerate their rate of digital transformation. All of them (yes, 100%) said they will invest in transformative technologies, mainly analytics. It is this digitization in manufacturing, this digital transformation involved around the IoT, that will provide companies with the ability to capture and analyze new types of data at faster rates than ever imagined.

So, now or later? You knew I’d get back to my favorite candy – but why not now AND later?

RMG NetworksTM is in the business of intelligent visual communications solutions, and specifically in the supply chain space, we offer several Visual Supply Chain solutions. These supply chain management tools meet the needs of supply chain managers today who are constantly challenged to increase their facilities profitability by either increasing output without adding costs or maintaining output while utilizing less labor costs.

RMG’s Labor Productivity Improvement tool provides real-time, highly visible metrics and data that enable employees to see how they are performing against goals and the insight to adjust their behavior to maximize productivity (and therefore profitability).

With RMG’s Labor Productivity Improvement tool, supply chain operators can instantly transmit real-time metrics (e.g., picking and packing rates by team or individual members, rankings, actual versus goal performance) via “scoreboards” on large displays and desktop dashboards to employees on the manufacturing or warehouse floor, enabling them to make better, informed decisions on a moment-by-moment basis. The data also can be pushed to mobile devices, enabling management to monitor activity from any location or through preset threshold alert notifications. Some of our customers have experienced productivity improvements of 10-20%.

http://www.rmgnetworks.com/blog/...dium=social&utm_source=twitter  

http://ir.rmgnetworks.com/...Details&c=251935&eventID=5219873

Einfach großartig der CEO Michelson, wenn nicht irgendetwas schlimmes passiert, geht die Aktie in 2016 auf über 4 USD.