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There are folks here who will try to get you focused on small things... especially negative details.... so that you won't notice the huge positives emerging in front of you... you decide what you pay attention to... S3D... low risk at these levels... high potential reward... jmo... glta...
I have said multiple times this management team is not good at telling their own story... they are very good at developing their business... nothing in the CC changed either of those opinions...
GW on Azure is huge... confirmed in CC... that alone worth price of admission... jmo... glta...
New 200 site deal emerged from 400 site deal which emerged from original Novarad deal that spawned Novaglass... see the pattern... satisfied customers... one thing leads to another....
Excellent point. Bramfitt was a huge get
Agree. Strange news to halt trading on...
It does look like some panic set in... in front of q2 release...
I'm not sure what you are asking? If you're asking for details, I am not able to oblige. I've commitments to honor. If that is an insufficient response, I truly understand. If your asking why I brought it up. Quite simply as a reminder to those who wish to be reminded that there is much more to this investment than the endless negative diatribe that purposefully stalks this board daily. What we focus on daily on this message board is tiny. An observation not a critique. What is happening daily with S3D is huge. As Forrest Gump so famously said... that is all I have to say about that... jmo... glta...
I ask no one to believe... I ask no one to follow... I pass no judgments on one's investing style... I simply post what I know as much as I am able... for me that is enough... you are free of course to ignore me, as am I you...
It would be misleading, if in fact it were untrue... sadly for bears... it is not untrue... good luck to you... you will need it...
It is a trick of the bears... a veritable sleight of hand if you will... to insist that every rise and every retracement must have some underlying material cause... while this tends to be somewhat true in fully mature companies with monetized product lines... it is much, much less true in pre-monetized entities as well as very early monetization phase companies... 40% retracements are common in early monetization phase... there is no material cause to this latest retracement... just a shift of sentiment as bears and whales manipulated price down and some retail investors capitulated... quite simple really... as company matures fluctuations in pps will become less extreme... jmo... glta...
and then my friend
not with a roar
comes the end
with a whimper
excellent observation... let's extrapolate... when one treads water one doesn't actually go anywhere... and after awhile... one's arms get really tired...
there are conversations happening this very week that would blow the collective minds of retail investors if they were made public... Microsoft is not the only industry behemoth interested in what S3D can do... what we tend to focus on day-to-day on this board is tiny compared to what is going on with the development of this enterprise... jmo... glta...
when is the last time you saw a low-risk, high-reward investment that was hooked-up with an industry giant such as Microsoft... and which was described by the industry giant similarly to the way Microsoft describes S3D... "one of our most important partners" [because] "they can do things we cannot"... ???
"The company’s market cap is $133.78 million."
Thanks for posting the link to the analysts' expectations... one thing that jumped out at me is the statement above regarding current valuation... there is so little risk in this investment at current pps... with annualized revs of 80 mil and a market cap of 133 mil... the price to revs ratio is less than 2:1 in an industry that averages anywhere from 4:1 to 6:1... if S3D eventually ramps revenues as expected based on management's guidance or goals... S3D is likely to get a premium ratio well above 6... VMware, for example, had many quarters where their valuation was 10:1 and above during their most explosive growth phase... so there is very little room for this to fall from this low height... and lots of room to rise... small risk... great potential reward... sounds like an excellent investment to me... my guess is that following the conference call some others might think so too... the wheel is about to turn again... jmo... glta...
the bears have been trying for awhile now to make retail investors believe there is some huge difference in the simple wording between guidance and goal... this is pure nonsense... guidance is not legally binding or no company would ever put out any guidance for fear of legal reprisal... the simple reality is the bear thesis is vapid... and they are left to discuss the minor nuances of this and that... the bear strategy is to get retail investors to take their eyes off the very real material developments that have in fact occurred in the last twelve months... that material developments may not result in immediate profit is no surprise whatsoever to anyone who actually possesses a modicum of business experience and/or savvy... this is a challenging investment to be certain... one which is not for the DD-lite crowd... you have to know what you own... or the noise and nonsense will overwhelm you... despite the bleak pps... the future of the company Sphere 3D and its product line has never looked better... jmo... glta...
DEFINITION of 'Guidance'
Information that a company provides as an indication or estimate of its future earnings. Guidance is an "expected results" issue from a company to shareholders and market watchers as to how they envision a future period turning out. Such guidance will typically include revenue estimates, along with earnings, margins and capital spending estimates. Also known as "earnings guidance."
Read more: http://www.investopedia.com/terms/g/guidance.asp#ixzz3idizrkHK
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4th quarter was released with full year for 2014... released March 30th, 2015... so end of march...
Jtfm suggests IBM may be sniffing around... Katcher suggests google maybe the same... whispers... speculation... nothing material... but quite interesting all the same... my question... #whatwouldthatbeworth?
Quiet please... work zone... there are a few hard working folk... working overtime even... to put the worst possible spin on every material development of spiffy... we all know why... perhaps we should leave them to their work and ourselves focus on the many positive developments of 2015... with more yet to come... jmo... glta...
Tipping points are remarkable phenomena... we are nearing one... they are unremarkable right up to the very moment it tips... very difficult to, recognize until they are obvious to all...
I understand this may require revenue for the big liftoff... but I also understand the Docker buzz that led to Dockers roughly billion dollar valuation... that buzz was created by people using the open source ip and seeing for themselves what it could do... between the g-series device and gw on Azure (inminent)... a lot of folks are going to have an opportunity to see for themselves what gw can do... all the bear arguments fade once technicians see for themselves... this will create buzz and a more forward looking valuation from the market... imo... a billion dollar valuation would support a pps roughly x5 current.... jmo... glta...
JK... education sector... contacts... doubling down... a voice to pay attention to... jmo... glta...
Excellent post.
They never left. They are bottom feeding. Currently they love the heavy lifting the bears are doing. And if I were in their position I would too... whale bear samba... the music plays on... when it stops the sharks will come...
I wouldn't want to underestimate them. JTFM has been right more than he has been wrong and is generally ahead of the curve... jmo... glta...
Excellent post. Spot on.
a little less than a year ago we found glassware embedded in a Dell server... one of those servers found its way to the New Caney school district where it solved significant IT issues and received excellent reviews from the educators using it... some months later an agreement was signed with a larger educational jurisdiction in southwest Texas where New Caney is located... and this agreement is for use of the full range of S3D products...
over a year ago Novarad incorporated glassware in a product it labeled Novaglass... after successfully marketing that product for several quarters, Novarad returned to Sphere 3d and negotiated a larger agreement for the refresh of 400 medical sites utilizing the full range of S3D products - v3, gw and snap/storage...
Promark has been doing v3 seminars for an education audience...
MSFT has made Snapcloud available through Azure...
A GW 2.0 device has been developed and is now available for the education sector...
Microsoft & S3D announced that Glassware would be available through Azure to containerize windows based applications and migrate same to the cloud... in the developmental stage this spring... some are expecting the announcement of availability soon... the initial target of this product is the education sector...
These are substantive material developments... they are inconsistent with a company whose product has little to no value... they are inconsistent with a company that is struggling to survive... to pretend this is DSNY or XXII is foolish on its face... it is to ignore the material developments of the past 12+ months... these material events are consistent with a company that is executing and growing its business by providing important services to its clients and on behalf of its partners...
everything else... imo... including daily price movement... is noise...
I don't disagree with your post... for me this is a long horizon revenue story and ANY remains very early in that story... we are currently waiting for the financials on ANY's 6th quarter of monetization... it took Nutanix 11 quarters following the initiation of monetization to reach a 2 billion market cap... Dockers has a 1 billion dollar valuation with many questions surrounding how it will monetize an open source product... I focus on material events of which revenue is a material event... msft is a material event, novarad is a material event... new caney and the southwest school district, ericsson, promark, mobotnix and so on... revenue takes time to ramp... I have already stated I have no idea what to expect for q2... the angst, doubt and fear here is largely manufactured, and does not represent the reality of what is happening with the company and its products... I can't change that... I can only take advantage of that and use it to build my position...
True that is Hugo's argument as well as the argument of others who engage in shorting... I find my point of view is frequently at odds with Hugo... because the practice of shorting in the real world, not just in theory, is so prone to abuse I find that it creates inefficiencies in the market... inefficiencies which may then be exploited by whales and sharks as well as clever retail longs... I believe the current valuation of S3D to be a rather remarkable market inefficiency created in part through shorting... jmo... glta...
yes... it is all coming together...
we are nearing an important moment in the history and evolution of glassware... yesterday's announcement and the one that is to come soon are quite important... their impact will not be felt immediately, but the end result of what is about to happen is that many, many IT folks will begin to have the opportunity to kick the tires on glassware... when this happens those folks will discover what the current customers and partners already know... this thing works, works really well, provides efficiency and simplicity advantages, while addressing a huge unmet (or undermet) need... from there the buzz as well as the revenues will begin to ramp... think about the buzz Dockers has received as open source from IT folks kicking the tires and putting it to use...
the thesis that glassware a) is vaporware b) doesn't work c) works, but not very well d) works, but doesn't do anything important e) works, but cannot be effectively monetized... and so on... this thesis with its many variations and nuances will increasingly be seen for what it really is... which is false... glassware is on its way to becoming ubiquitous, important and profitable... jmo... glta...
Glassware is vaporware... I mean glassware doesn't work... I mean it doesn't work very well.... I mean it may be a nice little niche product worth a couple of bucks... but it won't monetize well and probably won't turn a profit...
#theevolutionofthebearthesis
#theartofobfuscation
a very apropos analogy... so... no they are not going to post it on the internet or do a white paper and so on... there are very specific limits as to who and how people even within the company can access glassware... even those who work on its development... an interesting story, but not one that will be told today at least by me... glassware is proprietary... s3d has an obligation to its shareholders to protect it especially during the early phases of its monetization...
so we are left with two general sets of opinions regarding glassware...
1) the opinion of those who have never used it or participated in a demonstration of it, but have nonetheless concluded that it does not work...
2) or those who are in various stages of working with the product as clients and/or partners... and who have provided remarkably consistent feedback that it works as advertised...
each investor may then decide to which of these two perspectives he or she will lend the most credence...
oh... its well documented... and controversial... and certainly not a settled question... shorts always speak of market efficiencies... but let's be clear... while the question of market efficiency regarding legal shorting remains open and debated... that same research does not in any way support the abuse of the market through illegal use of phantom shares through naked short selling...
"The illegal practice of short selling shares that have not been affirmatively determined to exist. Ordinarily, traders must borrow a stock, or determine that it can be borrowed, before they sell it short. But due to various loopholes in the rules and discrepancies between paper and electronic trading systems, naked shorting continues to happen."
"Naked shorting is illegal because it allows manipulators a chance to force stock prices down without regard for normal stock supply/demand patterns."
Read more: http://www.investopedia.com/terms/n/nakedshorting.asp#ixzz3hwhw0tsa
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No worries here... the material announcement made yesterday was significant... with more to come... all else... including pps daily movement is noise... jmo... glta...
#longhorizoninvestor
#Gseriesappliance
#whatisthisworth
#waitingforq2financials
True, but pps has rallied about that same time each day for a couple of weeks, so don't know that cause and effect can be assumed...
Agreed.