Good Morning!
All Marketing Solutions Inc. (PTPF) is most famous for a next-generation “cloud” service called OneBigDrive.
OneBigDrive is an online storage system like what Amazon, Dropbox, Google and company offer -- but PTPF’s cloud holds a lot more!
And with Dropbox vulnerable to what I can only call nerd revolt, PTPF may have a chance to grab a little blue-sky action of its own.
Load the PTPF chart for background:
Lately PTPF has cycled from about $0.50 to above $0.65, only to fizzle and back off again to give traders another shot at the big ride.
The round trips have earned maybe 30% bottom-to-top, and of course a lot of those white candlesticks represent are 2-digit fun in themselves!
But while the “commute” has been tasty, PTPF clearly needed a catalyst to really break up and out of the cycle and light a fire under the PPS.
Over the weekend, I saw that PTPF may have that lit match catalyst to boost its business and make headlines!
As you probably know, Dropbox is valued at $10 billion ahead of its much-heralded IPO. Whether it’s worth that much is none of my business.
What’s important here is that nerds around the world went crazy in the last few days because Condeleezza Rice is joining the Dropbox board!
Sixty-eight MILLION hits, with a lot of it along the lines of how they’d rather drop Dropbox entirely than use any service that benefits old Condy.
I have nothing against Dr. Rice but after the left-wing firestorm at another Silicon Valley giant, Mozilla, angry nerds clearly mean business.
And for every account Dropbox loses, rivals like PTPF can pick up a little market share! The enemy of my enemy is PTPF’s new friend!
Because believe it or not, PTPF runs an extremely “competitive” cloud storage service -- any edge they get here can help them narrow the gap.
My Dropbox gives me a measly 2 gigabytes of space and will charge me $15 a month to go up to 100 gigabytes. (Read more)
Even Amazon is maybe 5 gigabytes. Mighty Google is a little better, but the cash register starts ringing there if I cross 15 gigabytes of storage.
PTPF starts at 32 gigabytes free and charges $9.95 a year to go up to 100. Even the angriest nerds should appreciate that deal!
Very sneaky development: PTPF now integrates its system with the “evil” Dropbox so any transition should be practically trivial. (Read more)
Right now, of course, PTPF is just a baby down here at 50 cents, so building up its user base on the way to critical mass is the key.
Yeah, revenue is zero right now, but that’s not really the point of a dot-com “cloud” play like PTPF, is it?
Dropbox squeezes maybe $5 a year from each of its 100 million users, of whom only 4% or so ever kick up one thin dime of revenue. (Read more)
If that company’s going public for $10 billion, you can see it doesn’t take a lot of paid share to tilt the fundamental needle for PTPF!
All it takes is an opening. Condy Controversy just handed PTPF that on a silver platter. Let’s see if the chart responds!
See you soon!
- Papa Roach
