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Great, thanks.
My latest big stock is CRC. IMO huge 1-2 year potential.
Looks like it came through today. I really love that they got the deal done under budget and we got the even $1.00/share instead of $0.99. Everyone deserved that extra cent.
Best of luck to the team, it was a good ride while it lasted.
Still no money, called broker. He said it hasn't been funded yet.
Yes. Your Broker will receive the payout to be credited to your account. Perhaps a phone call to your Broker next week would ensure they are aware of the payout.
So if you don't do anything it will just turn into cash? When?
Thanks
JGPK: Cash merger of Jagged Peak (JGPK) where shareholders of JGPK will receive $1.00 per share.
FINRA deleted symbol:
http://otce.finra.org/DLDeletions
Right now I like California Resources Company. In the short-term oil prices will likely go lower, but longer term IMO big upside potential. It's trading at about 0.6* book value, and about 40% of the production is hedged at about $62/BO. A lot of value in selling their midstream assets - gas plant, pipelines, power plant, etc. the CEO in the last quarterly meeting said a deal (sale, lease, JV) will be announce within the next 6 months. Even with these low oil prices, operating revenue is about $400 million per year. It's invested back into drilling to keep the production decline rate flat.
My target price is about $7+per share.
Like JGPK, I own a lot!
Interesting, thanks.
Quite the story of this buyout. It's no wonder management wasn't very responsive to reaching out in the past few years, this deal has been in the works for 2 years! It's also no wonder where the buyout was, they have been going back and forth on the price while the company has been growing and becoming more profitable, although it has been revised up a few times. But that $1 buyout in 2013 seems different than $1.08 in 2015. The whole document is a good read. I hope they do actually hold the meeting, i might go down for it.
http://secfilings.com/searchresultswide.aspx?link=2&filingid=11025166
Yeah, IMO JGPK's management didn't have the courage to take the next step on its own. It's too bad because we likely would have all made a lot more money.
Oh well, trying to find the next JGPK!
Incredible, the current PPS would make sense if this quarter's results were the full year.
Let me know what you find as the area OTC has not been easy to deliver easy compensation for DD, as whole cast of characters have left the zone.
Let me know when you do, I enjoy your takes.
Thanks, IMO Singapore got a great deal. Not too many out there with JGPK's outstanding financial metrics. I am not sure why JGPK didn't merge and go on the Nasdaq. IMO this scenario significantly increased value!
Not an optimal valuation, but I'll take it. Searching for the next JGPK....
JGPK nice job Drill, just got back from vacation and see a big surprise, someone was trying nip some for months.
same old story. You find a company take a risk and right when it turns the corner the blue fish snap it up on the cheap. has any body gone through the appraise method?
Thanks guys. Zack, price and reviews seems to be such a driver for the consumers that it seems like Amazon has won the game already--which is why it seems to me JP with their warehouses could have set up an e-commerce site to compete more directly with Amazon. But I'm not too knowledgeable about it. Take care...again sorry you didn't get more, seems like they should have gotten a much better price.
The answer to 2, thought the point is moot, is that Amazon is a platform for an aggregation of goods to be sold in one place. Jagged Peak's proprietary software is used by individual companies as an all in one solution for them specifically. I have to say, I prefer the latter when trying to scale from this level. Their Nestle deal is a huge part of their growth, and adding one more on top of that would make the company a quarter billion easily.
Yes, when the deal closes it's over - JGPK will no longer be traded. The board has ~70% of the stock, so IMO no other votes are needed.
I didn't see a closing date, but I am sure it's soon.
2 questions:
1. Is it over? Is the company no longer going to be publicly traded?
2. With their fulfillment centers I can't help but think Amazon. Was/is becoming more like Amazon in their business model? I didn't see it in the part of the 10K I read..curious.
PS Just discovered them on the news today. Sorry for those hoping for a better price.
Thanks, I built a few financial models and anyway I looked at it, it was undervalued.
IMO if the company would have had more shares available to trade and moved to the Nasdaq the value would have been many multiples of $1. Maybe sold the pieces versus the whole the valuation looked even higher. Anyway... I stared buying at 0.15, so I can't really complain to much. It's been a fun ride!
Interesting, thanks.
Usually these things take a while to finalize, so your money is tied up, and there's always the chance it falls through. OTCs usually trade 10% lower than the declared buyout, I'd say. A good arbitrage though, imo, when it's a great company that deserves a lot higher PPS.
I bought some today at .80 and .84
I'm still bitter though, here.
Yes, it's worth more than $2 per share.
I don't understand how the company was sold for $0.99 but it's trading for less. Looks like an arbitrage opportunity to me.
http://www.marketwatch.com/story/singapore-post-limited-to-acquire-a-majority-stake-in-jagged-peak-inc-2015-10-09?siteid=nbsh
I don't know about your feelings, but this is robbery, I'm not happy. How do we exercise appraisal rights for $2 plus fair value, eh?
Use guru focus Apple application to calculate. IMO Jgpk needs more outstanding shares to be liquid and to move to a better exchange to receive the intrinsic value.
The core business is solid the rest is just doing deals.
Intrinsic value: $2.77 per share
Assumptions
Growth rate: 25% per year
Earnings per share: $0.07 (last qtr)
Simple calculation, it's time to merge and move to the Nasdaq. IMO huge upside that should be released.
Many job openings:
http://jaggedpeak.applicantpro.com/jobs/
In the Federal Express Annual Report:
http://investors.fedex.com/financial-information/annual-reports/
Click on view on-line, read more of the Chairman’s letter then Customer Convenience tab. The first video is about Jagged Peak on “Same Day Delivery Services”.
Impressive...
Global E-commerce Software Market 2012-2016, has been prepared based on an in-depth market analysis with inputs from industry experts. The report covers the market in the Americas, and the EMEA and APAC regions; it also covers the Global E-commerce Software market landscape and its growth prospects in the coming years. The report also includes a discussion of the key vendors operating in this market.
Global E-commerce Software market to grow at a CAGR of 11.73 percent over the period 2012-2016.
One of the key factors contributing to this market growth is the high growth of the Global E-tailing market. The Global E-commerce Software market has also been witnessing an increasing popularity of mobile commerce. However, threat from open-source solution providers could pose a challenge to the growth of this market.
Commenting on the report, an analyst team said: “One of the main trends witnessed in the Global E-commerce Software market is growing popularity of mobile commerce. It has been established that more half of the online consumers are either using smartphones or tablets. Viewing the high opportunity from mobile commerce (or m-commerce), several retailers have adopted smartphone applications as a mean to facilitate online sales. Consumers are using Android-enabled smartphones and iPhones for surfing the internet, making reservations, online payments, and for online shopping. This has made mobile commerce as an emerging channel for e-tailing.
The key vendors dominating this space include Demandware, Inc., Hybris, IBM Corp., and Oracle Corp.
The report also includes a discussion of the other vendors operating in this market. The other vendors in the market are Cleverbridge, Digital River, Ebay GSI Commerce, Intershop, Jagged Peak, MarketLive, Magento, SAP AG, Venda, and Volusion.
According to the report, one of the main factors driving the market is the high growth of the Global E-tailing Market. The high adoption of mobile devices, broadband connections, and the increasing time spent by users on the internet are some of the major reasons contributing to the growth of the Global E-tailing market. The market is witnessing a rapid increase in the number of internet users.
Further, the report states that one of the main challenges is availability of open-source e-commerce Solutions. Magento is one of the leading open-source vendors that enjoy high popularity among enterprises. Magento Enterprise Edition and Magento Community Edition are its popular offerings, of which Magento Community Edition is an open-source offering.
Growing at +30% per year with a P/E of about 12!
Wow, great quarter!!
For the 26 week period
Adjusted EBITDA
$ 1,898,300
Intrinsic value: ~$4.5 per share
TAMPA, Fla., Aug. 6, 2015 /PRNewswire/ -- Jagged Peak, Inc. (OTC BB: JGPK), a leading provider of enterprise-class eCommerce solutions, released StorePoint - its newest extension of the EDGE eCommerce platform that powers omnichannel fulfillment. StorePoint is a cloud-based solution that manages the pickup in-store and ship-from-store functions from an easy-to-use online portal.
With EDGE StorePoint, retailers can share inventory and products available to shoppers on-line and fulfill those orders from any store location.
Orders are automatically designated to the store based on the EDGE OMS order sourcing rules. Store associates can login to StorePoint to view available inventory and manage those orders allocated to a store. Product images and details are conveniently displayed to help store associates quickly pick product for in-store pickup or pick, pack and ship items from customer delivery. With StorePoint, it's simple to generate invoices, create shipping labels, packing slips, and send electronic shipping confirmation for all store orders. EDGE StorePoint also functions as an endless aisle, where store associates can view, route and collaborate online order fulfillment.
"We witness the change of the landscape of retail over the years and have evolved our technology to keep up with the rapid pace in change," said Chief Executive Officer Paul Demirdjian. "StorePoint can help merchants undergo a personalized omnichannel transformation and create a more holistic customer-centric experience while sharing inventory across multiple sales channels."
EDGE StorePoint will be part of the 61.15.2 EDGE release. StorePoint will then be deployed in over 100 stores for a Northeast Hardware chain by September 2015.
Next earnings release: 08/11/15
IMO JGPK is a two to three year play, the liquidity just isn't available for short-term investing. JGPK management has at least 15-16 million shares and there are ~18 million shares total. Not many shares for us to trade. I started buying about 3 years ago and haven't stopped.
IMO JGPK is worth from $1.10 to $12 per share depending on your valuation metrics.
Yes Drill Baby the Co. in undervalued, nice update.
Job openings:
http://jaggedpeak.applicantpro.com/jobs/
Hopefully moving to the Nasdaq soon.
IMO JGPK should be a $100M plus company versus a $13 million marketing cap.
Adding lots of business:
The company has signed a number of clients for its software such as Nestle/Nexpresso, United Healthcare, Vince Camuto, Tom Ford, Pier 1 Imports[8] and LVMH (Moët Hennessy - Louis Vuitton).[9] The company has been featured by an independent research firm, Gartner Group, in its May 2013 report on leading ecommerce vendors.[10] The company's business grew in 2013 over 2012 due to increased order volumes from retailers who use the company's logistics solutions.[11] The company offers delivery via a network of 22 distribution centers including its own 100,000-square-foot fulfillment center located in a free enterprise zone adjacent to Tropicana Field in St. Petersburg.[12] [13]
In a high growth industry... hope to see $1 plus soon!!
IMO the stock has a large OTC exchange discount. That's why a merger and a move to the Nasdaq I believe would significantly increase the PPS.
This stock's share price represents the sentiment of scarce
investors for low volume OTC stocks, even one with such scaling
infrastructure.
Jagged Peak Expands FlexNet Fulfillment Network with 3PL Partner iD Commerce + Logistics
Information pressreleases@worldnow.com.
SOURCE Jagged Peak, Inc.
TAMPA, Fla., June 24, 2015 /PRNewswire/ -- Jagged Peak, Inc. (OTC BB: JGPK), a leading provider of enterprise-class eCommerce solutions and fulfillment services has expanded its FlexNet™ fulfillment network, adding its 25th location in Chicago, Illinois. Jagged Peak selected iD Commerce + Logistics, a leading provider of commerce and fulfillment solutions as a 3PL partner to provide additional warehousing and order fulfilment capacity to support their growing roster of eCommerce clients.
With this newest 120,000 square foot location, Jagged Peak's FlexNet™ distribution network is now comprised of 25 fulfillment locations across the U.S. and Canada. In September of 2014, Jagged Peak added Europe to the markets served with a fulfillment provider in North Hampton, UK.
"Adding new distribution partners allows Jagged Peak to get even more aggressive in delivering product to our client's customers, same day. ID Commerce's location is strategically located in the U.S. and allows us to cost effectively reduce delivery cost and customer wait time for goods," said Mike Mercier, President of Jagged Peak. "This new distribution center enhances our ability to improve our client's customer experience and is a critical part of a distribution network that has near infinite scale."
"We are excited about our partnership with Jagged Peak, their EDGE system will allow us to leverage our ecommerce platform & enhance our ecommerce offering capabilities," said Dan Arriola, CEO of iD Commerce + Logistics.
Jagged Peak's FlexNet fulfillment network leverages its proprietary EDGE distributed order management software and its delivery optimization capabilities to fulfill 92% of customer orders next day using low cost ground delivery service. Same day delivery service is provided in 13 of the 25 FlexNet locations.
In the fourth quarter of 2015, Jagged Peak plans to expand further and offer fulfillment capabilities in the Asia-Pacific region through a new strategic partnership.
About Jagged Peak
Jagged Peak is an eCommerce and fulfillment solutions provider with software and services that enhance the scalability, flexibility and profitability of an organizations eCommerce operations. Jagged Peak's EDGE™ platform, an all-in-one omnichannel ready eCommerce Platform (ECP) and robust Order Management System (OMS) can be deployed alone or with a Warehouse Management System (WMS) and Transportation Management System (TMS).
About iD Commerce and Logistics
iD is a premier business process outsourcer, specializing in product fulfillment, promotional fulfillment and enterprise solutions. As a trusted partner for online retailers, subscription commerce and other leading organizations, we offer a broad solution suite designed to execute each aspect of your business and effectively integrate all operational channels for maximum return and efficiency.
Media Contact:
Kristine Bowman
813-514-2580 x138
kbowman@jaggedpeak.com
Yeah, I think everyone is just waiting for something to happen. With JGPK management owning over 70% of the stock, not a lot of stock left to trade. For me, and I own A LOT, I am not selling and I am buying sometimes when the price dips.
Zzzz sleeping giant by all appearances. This growth without corresponding volume or pps movement.
This board seems to be in a coma. JGPK is growing and adding business. My target is $1.5 per share plus within the next year. I am hoping a big player takes them out or Nasdaq with a merger. With their distribution network and ecommerce software, IMO it's a no brainer.
JGPK is structured with very little shares available as a long-term play. I have done a lot of research on this one, so I am feeling pretty confident.
Interview with CEO.
http://www.twst.com/interview/30775
If anyone can view this please copy/paste as a post.
Thanks
Really good earnings report.
$668.1K * 4 = $2,672K per year
times 8 (typical valuation multiple) is $21,378k
Divided by 17MM shares is ~$1.25/share
It's selling at a pretty big discount.
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