NIA is very pleased that its latest stock suggestion BroadVision Inc. (BVSN) closed last week at $12.71 for a gain of 53% since NIA first suggested it on December 12th at $8.31. NIA considers BVSN to be the best looking stock in the whole entire market right now and believes that its run is only at the very early stages. Those who missed out on BVSN so far need to realize that all BVSN has done is rise back up to its cash position. NIA believes BVSN's largest gains are still to come in the upcoming weeks as the stock finally begins to receive value for their Clearvale enterprise social networking platform that NIA believes will lead the industry along with competitors JIVE and Lithium.
Don't be frustrated if you missed out on the large gains so far. Start researching BVSN immediately. We did not suggest BVSN simply because it was trading below cash. We suggested BVSN because they have what we consider to be the best product in what will be the hottest industry of 2012 and fastest growing technology space of the decade. With only 4.515 million shares outstanding and 2.54 million shares in the float, BVSN has astronomical upside potential. We believe BVSN's cash per share price of $12.58 will become a new floor for the stock, which means BVSN has very little downside risk in comparison to its huge upside.
BVSN's Clearvale does just about everything that the solutions of JIVE and Lithium do, but Clearvale is the only solution in the industry that allows businesses to create separate social networks for their employees, partners, and customers, while managing them together as a whole in one social enterprise ecosystem. While JIVE has a market cap of $874 million and enterprise value of $673 million, and Lithium is now receiving a private valuation of approximately $500 million, BVSN's market cap of $57.386 million is barely above its cash position of $56.79 million, giving Clearvale a valuation of below $600,000 (well under $1 million).
NIA believes the only reason Clearvale is being valued at next to nothing despite it having almost all of the features that JIVE and Ltihium offer, is because the investment community is currently unaware of BVSN and how they have developed from the ground-up what NIA believes will be one of the market leading enterprise social platforms. As one of only two publicly traded pure plays in this industry along with JIVE, NIA believes that BVSN will soon trade at a very high premium and rich valuation. Investors who want to capitalize on what will likely be the fastest growing industry of the decade only have a choice of buying JIVE or BVSN at this time, and clearly BVSN is extremely undervalued compared to JIVE, with an enterprise value of less than 1/10 of 1% of JIVE.
BVSN currently has one of the best looking charts in the world and NIA believes the company will finally be discovered in the upcoming weeks leading up to Facebook's April IPO. After Wall Street discovers BVSN, if investors decide to value BVSN with an enterprise value of $500 million near JIVE and Lithium, BVSN would trade at a price of $123 per share with only 4.515 million shares outstanding. If the investment community decides to value BVSN with an enterprise value that is just 1/10 of JIVE's $673 million, BVSN would trade at a market cap of $124.09 million including its cash, which would equal a price of $27.48 per share.
BVSN currently has revenues of $18.45 million compared to JIVE's $69.44 million and Lithium's $30 million. While JIVE is currently losing $44.9 million on a trailing twelve month basis, BVSN is only losing $3.3 million and has enough cash to last for over a decade at its current burn rate. BVSN has 159 employees compared to JIVE's 392 and Lithium's 200.
While BVSN might not deserve to be valued quite at the same level of JIVE or Lithium at this time, an enterprise value for BVSN of just 1/10 of JIVE is clearly extremely conservative and could easily be obtained as the word starts to spread about BVSN and its Clearvale enterprise social platform. BVSN's Clearvale is a full enterprise social networking suite providing just about every type of feature and service that businesses could possibly imagine providing. Some of the services that businesses can provide with Clearvale are blogs, discussion forums, wikis, communities, activity feeds, and file sharing, just to name a few.
Clearvale is delivered as cloud-based software as a service, meaning there is no service setup or administration for end customers, no software updates to install, and no capacity planning. New Clearvale networks are created in a matter of seconds. Because Clearvale is in the cloud, users can access Clearvale networks from anywhere, from any device whether its a PC, iPhone, iPad or other mobile device.
Check out Apple's iTunes store to see how BVSN's Clearvale for the iPhone is now available for download: http://itunes.apple.com/us/app/clearvale/id392889538?mt=8
Clearvale has been built from the ground up as a people central social application for businesses. Clearvale puts people at the heart of the social network. Clearvale empowers users to get work done without requiring team resources for configuration or setup.
Network administrators can choose which content to promote on their Clearvale enabled homepage and can choose the look and feel of the network. Users can choose what to present on their profile page and can create community pages for groups of users. The convenience of doing all of this without IT support doesn't mean that a company's ability to customize the look of their community is compromised. BVSN makes it easy for companies to make their Clearvale communities match the branding of their sites.
While some enterprise social solutions focus solely on engaging with employees and others focus solely on the company engaging with customers, Clearvale is designed to power both so that it can be used to power internal networks, partner networks, and social CRM networks. Not only that, but Clearvale is designed to allow these various social networks to be integrated through the concept of social ecosystems, which allows several social networks to overlap each other with users and content to be shared between them, allowing a discussion to move between the different networks as required. If a company has a customer network, a partner network, an employee network, and a recruitment network, employees at the company can be a part of all these networks, which allows them to link internal and external discussions to resolve problems quickly and efficiently.
Coming soon, BVSN will be launching Clearvale Nexus, which will enable Clearvale networks from different companies to be linked together for cross company collaboration. This will allow members of one network to participate in secure private communities of another organization's network. Clearvale Nexus will provide a global directory of Clearvale networks making it easier for companies to discover new customers and partners and work together.
NIA believes that Clearvale Nexus, once it launches, will clearly put BVSN at the forefront of the industry as one of the leaders. Clearvale Nexus will set BVSN's Clearvale platform apart from JIVE, Lithium, and all other competitors, and give BVSN a tremendous advantage over the competition in the industry. Companies will have a very good reason to choose Clearvale over the platforms of JIVE and Lithium, because BVSN's competitors haven't figured out a way to allow companies to integrate their enterprise social networks together with the networks of other companies in a secure manner.
BVSN's Clearvale has a unique pricing model. Most social business applications are licensed for each registered user, however infrequently that user logs into the system. Clearvale's pricing is based on the total number of unique monthly visitors, so you only pay for network members who are actually using the system.
BVSN currently offers two Clearvale products, Clearvale Express and Clearvale Enterprise. Clearvale Express is a free lightweight enterprise social network that provides companies a great way to get started. Clearvale Enterprise is the full version providing more features, storage, and control, with advanced infrastructure capabilities such as ecosystems. Additionally, Clearvale Passport allows companies to make their own Clearvale installations so that they can provide Clearvale Express and Clearvale Enterprise solutions to their own customers.
BVSN currently offers two Clearvale products, Clearvale Express and Clearvale Enterprise. Clearvale Express is a free lightweight enterprise social network that provides companies a great way to get started. Clearvale Enterprise is the full version providing more features, storage, and control, with advanced infrastructure capabilities such as ecosystems. Additionally, Clearvale Passport allows companies to make their own Clearvale installations so that they can provide Clearvale Express and Clearvale Enterprise solutions to their own customers.
BVSN is quite possibly the best looking stock in the world today from a technical analysis standpoint. BVSN has a near perfect technical analysis rating. All together, 12 out of 13 of BVSN's technical indicators are currently rated a buy, including 100% of BVSN's short and medium term technical indicators.
See for yourself here: http://barchart.com/opinions/stocks/BVSN
BVSN's only technical indicator that currently isn't a buy is one of its three long-term indicators, but that could change this week. It is extremely rare that any stock achieves a 100% perfect technical buy rating. Only once has NIA seen one of its stock suggestions achieve this. It actually occurred last month to MGN, which was NIA's last stock suggestion before BVSN. MGN received a 100% perfect technical buy rating on the evening of December 5th. The very next day, MGN rose as much as 21% on volume that was seven times higher than average. It should be very interesting to see if BVSN achieves a 100% perfect technical buy rating this week and if so, what will happen to the price of the stock afterwards.
Massive consolidation has been taking place in this industry in recent months and we expect the acquisitions to pick up steam leading up to and after the Facebook IPO. SAP recently announced a deal to acquire SuccessFactors (SFSF) for $3.4 billion, which was a premium of 52%. SAP also acquired Crossgate at an undisclosed price. IBM recently announced a deal to acquire DemandTec (DMAN) for $440 million, which was a premium of 57%. Oracle recently announced a deal to acquire Rightnow Technologies (RNOW) for $1.5 billion, which was a premium of 20%. JIVE recently acquired OffiSync for around $30 million, as well as both Filtrbox and Proximal Labs at undisclosed prices. Lithium recently acquired ScoutLabs for $25 million. Salesforce recently acquired Rypple for $65 million and Radian6 for at least $326 million. Telligent recently acquired Leverage Software at an undisclosed price. Cisco recently acquired Versly at an undisclosed price. VMware recently acquired Socialcast at an undisclosed price. Walmart recently acquired Kosmix for $300 million. Kana recently acquired Overtone at an undisclosed price. MarketWire recently acquired Sysomos for $35 million. Akamai recently acquired Cotendo for $268 million.
With the Federal Reserve printing trillions of dollars out of thin air and massive growth projected for this industry, countless billions are flying into social enterprise companies that are both public and private. Add to this Lithium just raising $53.4 million last week in venture capital funding and there is no telling what type of money could soon flow into BVSN stock after it becomes discovered. BVSN could easily be worth several hundred million dollars to a billion dollar software giant looking to expand into the B2B enterprise social solutions space.
If you would like to receive NIA's exclusive Social Network Stocks 2012 Report, please go to: http://inflation.us/social2012.html
Disclaimer: NIA owns 150,000 shares of BVSN that it purchased at an average price of $9.1628 per share. NIA agreed to a 60 day holding period on its initial position of 122,000 shares starting from the date that NIA first suggested the company, but NIA intends to sell these 122,000 shares at some point in the future after the date of February 12th, 2012. NIA intends to sell its additional 28,000 shares of BVSN in the future and can sell them at any time. NIA's co-founders have also been referred business in the past from somebody who has filed as a large BVSN shareholder. NIA also reserves the right to accumulate additional shares of BVSN at any time. Past performance is not an indicator of future returns.
NIA is not an investment advisor. This email is not a solicitation or recommendation to buy, sell, or hold securities. Never make investment decisions based on anything NIA says. This email is meant for informational and educational purposes only and does not provide investment advice. NIA's co-founders have previously disseminated information about BVSN in other media outlets.
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