Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Wow! Even better... Win10 has opened strong...
released July 29... 5 days later... 67 mil... 13 mil + per day... GW adds significant value to Win10... per Michael Keen...
#whatisthatworth
Now all eyes turn to the release of q2 financials... less than two weeks away... due no later than 8/15 per nasdaq requirements... I have no idea what to expect...
a) less than 20 mil would be good news for bears
b) 20-25 mil probably wouldn't sway pps much either way...
c) 25 mil + would be very positive for longs...
I think b is the most likely outcome... a & c both unlikely...
this remains significantly undervalued based on material developments imo... no worries... the bear arguments ring hollow with a profoundly dull vapidity... jmo... glta...
July was a month of excellent accumulation with shares being gathered around $5... mostly above $5... after a two month climb with 60% gains... a month of consolidation is really quite good... I am very pleased with the way the share price held up under significant pressure from bears... jmo... glta...
LOL... yes... that is the mantra isn't it... "whatever S3D does is bad... very, very bad" - an extraordinarily humble and most unbiased opinion if ever there was one...
great to hear from you... always loved your posts... all of us hangers on will do quite well in the months ahead imo... take care...
while this letter adds a bit of intrigue... it is overwhelmingly positive... validating the ip... and suggesting an immediate sale price north of $10 per share... it also voices what many of us feel... there is a great disparity between the current share price and the true current value of this company... let alone the potential future value of this company...
I cannot say whether or not there will be another financing... PT has always kept that door open insisting that this is one of the core jobs of an executive of a company in its developmental phase - to ensure adequate funding for development... the only thing worse than a financing is to have awesome technology and no funds to move forward... so a funding sometime is a definite possibility... will depend on need and opportunity...
I will also say that PT has expressed a desire to do a funding with a large house that would further validate spiffy ip... the funding last spring was a bridge financing... so if there is a follow on I would it expect it to be more substantial and to be with a large house funder... as such it won't necessarily be a bad thing... it may even be a way to further legitimize spiffy for wall street and bring additional whales for feeding... jmo... glta...
Excellent post. Thanks. Experience has taught me with the market it is often when we least expect it.
They will only stop nibbling and become more aggressive when there is more pressure to feed quicker... volume is required for that... and substantive news required to drive volume... many catalysts could fill that bill... at some point the whales will stop dancing and get serious about consumption... at that point sharks will also come to join the frenzy... nice consolidation during the samba, but the music will stop... jmo... glta....
Excellent... thanks for sharing... Azure started late in the race but is quickly making up ground... already #2 and gaining on aws...
imo... retail investors are quickly becoming irrelevant... the dance now is a samba between bears and whales... we see the trading pattern daily now... the only material question that remains for retail longs is "how many shares of spiffy will you own when the whales stop dancing and the sharks move in? "
Our resident bears are delightfully amusing... they believe material developments should be classified as pumps... the S3D is a pump scheme is actually one of my favorite bear arguments... first it is just so darn laughable as ANY management would rate as truly pathetic pumpers... they dont even do a good job of pr'ing what is... let alone fabricating what is not... and second the argument has been monetarily useful providing me with extended opportunity to build my position... jmo... glta...
i like the Trojan horse analogy... very appropo... msft has figured out the new game...
if ANY were a house of cards so to speak... the rational short play would be quite simple... let its price rise so that you could sell short at higher and higher prices... then cash in when it falls under its own weight buying the stock back at lower and lower prices... no need to disparage ANY... let it run... since this would be the rational play... one is left to wonder... if ANY is a house of cards... why work so hard to bring it down... ponder that for a moment... for those who get it the answer will make you smile...
rumors are all they have left...
eye opening post... even small bites of the pie to begin with will be enough to launch spiffy's market cap... thanks for the perspective...
Nadella in Kenya for global launch of win10... the new msft focused on solving problems and increasing productivity... s3d is its basf...
An outstanding post and reminder of what we are invested in... I add only this... Novarad and New Caney tasted the secret sauce, loved it and returned with intent to consume the entire menu of S3D products... Microsoft tasted the secret sauce and found it improves the flavor of Azure and Win10... I always prefer restaurants where customers come back for seconds....
This will NOT likely lead to big news, or ANY news, for S3D tomorrow.... imo... the Basf burden we bear... but you are excellent for reminding us of this important event for it is hugely significant and will drive future revenue... one of many drivers.... but an important one... this much we know... GW adds significant value to Win10 and Azure...
#howmuchisthisworth
the following is an analogy which directly relates to the way one weighs the many opinions of ANY, its intellectual property and its products...
it is as though a chef opened a new restaurant creating a specialty entrée to be featured as part of the grand opening... on that night a dozen or so patrons who consumed this chef's specialty entrée would later submit very favorable online reviews...
meanwhile another gent, who harbored ill sentiment regarding this chef, resolved never to set foot in his restaurant... he did however see a picture of the fare from an online post by one of the patrons... based on this picture of the chef's food and his carefully nurtured resentment of the chef he proceeded to write and post a scathing attack of the chef's special... he then enlisted a few friends to write similar reviews, also based on the picture and on prior sentiment, but not on the experience of the food...
now if you were to consider going to this restaurant, and you checked out the reviews on yelp... you would see two disparate sets of reviews... how would you weigh them? which reviews would you trust most? would you eat at this restaurant? would you order the special? or would you be dissuaded by those who had never tasted the chef's new dish?
when it comes to ANY's ip you have two camps... those who have witnessed it in action and those who have not... opinions are both cheap and plentiful... informed opinions less so... jmo... glta...
a fun day filled with color... beginning with sightings of blue, ending with accusation of painting green and a pps that closes slightly red... a veritable rainbow... the spin of longs painting green was delightfully amusing... coming as it did from our bear friends... as you know, the art of painting the close generally refers to the deft use of small share trades placed at the very end of the trading day... or if one has a friendly mm working with... perhaps a small share trade that slides right in under the wire after the closing bell... the late day rises of ANY are conjoined with increases in share volume... which means that whoever is painting up is painting with gallons of paint... I believe whales are known to paint thus... our bear friends may indeed be on to something... someone it seems is painting with heavy strokes, commitment and purpose... perhaps they will paint us a masterpiece... jmo... glta...
Hmmmm... what an intriguing riddle
Something is afoot? And it too is blue, though not azure blue? On the face if it... an interesting rumor or truth?
proud to be listed among the dedicated "crackpots" that understand the new paradigm of cloud computing and the IoT as well as the vital role that the nanocap company Sphere 3D will play in helping these come to pass...
http://amasci.com/freenrg/arrhenus.html
"Although the crazy ideas usually prove to be just that, every so often they do prove to be correct. They even occasionally prove to have immense value. They trigger scientific revolutions. Therefore "crazy" ideas must never be automatically dismissed out of hand without first inspecting their supporting evidence. And a sneering atttitude of belittlement is poison to any unbiased appraisal. If we ridicule crazy ideas without first giving them a fair hearing, we may exclude tons of dreck, but sooner or later we'll also ridicule the next Galileo."
"You who make a policy of automatically rejecting 'crazy' ideas without first giving them a fair hearing, you would have joined the experts in 1905 who refused to view the Wright Flyer in action, and whose continuing public ridicule eventually forced the Wrights to abandon the USA and move to France."
"Theories have four stages of acceptance:
i) this is worthless nonsense;
ii) this is an interesting, but perverse, point of view.
iii) this is true but quite unimportant.
iv) I always said so."
- J.B.S. Haldane, 1963
Those who ridicule ANY as an investment have not witnessed the intellectual property in action... those who speak well of ANY are customers and partners who have experienced the intellectual property through the products of the company... this is fact and simplicity... the choice is simple for investors... either trust the "objectivity" of the uninformed or the "subjectivity" of the converted...
Paradigm shifts are always ridiculed... and always the ridicule comes from those who do not bother to investigate the phenomena of the paradigm... secure as they are in their certainty that the absurdity of it is sufficient proof of what they otherwise do not know... their confidence is understandable because the old paradigmatic model has revealed absurdities before... but this time is different... though they may not yet know it...
“Ideas that require people to reorganize their picture of the world provoke hostility.”
James Gleick, Chaos: Making a New Science
“Small shifts in your thinking, and small changes in your energy, can lead to massive alterations of your end result.”
Kevin Michel, Moving Through Parallel Worlds To Achieve Your Dreams
Must be frustrating to see one's day of hard labor evaporate at the end... at least they were able to paint red after 4...
That would be great if it happens. Not at all sure what to expect from q2 financials as most known happenings have pointed to q3 for rev initiation... Azure, Novarad refresh, sw school... hopefully stoney has been busy in q2 too..m
yes... it is... would that it were not... eventually it won't be...
I know right... gonna get real interesting, real fast when real volume comes...
Lol... I'm sure they would... they'd be foolish not to...
Actually shorts failed to accomplish this at the end of June... failed miserably...
lol... undoubtedly... sounds like a perfectly beastly party
from a retail investors perspective I would mostly agree with you... whales are certainly not our friends... they will take cheap shares happily from retail as well as shorts... and will gleefully watch as shorts play games to encourage retail to let go... whales are here only to enrich themselves... they care nothing of the UBOL... they are most definitely not one of us... and they are dangerous... whales are also the ones who can sometimes change our financial demographics... if you pick the right stock, at the right time, and have the courage to ride long enough and far enough on the backs of whales... and you hang on tight enough... well, maybe your financial demographic station in life changes forever... beware the whales, beware the bears, beware the sharks... they all consider us delicious...
the whales are nibbling right now... in no hurry at all... when they get serious, you will know... we will all know... the volume will tell us... jmo... glta...
eventually you will see that if you stick around long enough... but before you see that you will likely get to see what happens to the share price when the shorts are forced to cover en masse... right now the whales are dancing with the bears... a fascinating inter-species samba... when the whales are done dancing... the bears will drown... and the sharks will move in to clean-up... jmo... glta...
there are official glassware announcements to come... what we know about glassware as it relates to Azure & Win10 is this...
"Michael Keen ?@michael_keen · Jun 29
@billjoy72 first & foremost #Win10 & #Azure r not built on Glassware container tech, but it is a big value add 2 both platforms"
...just so we are clear... Microsoft has staked everything on a strategy with Azure and Win10 at its very core... I don't think it is hyperbole to suggest that if those two platforms fail, then Microsoft likely fails with them... so within that context glassware provides significant value - "big value add" - to both of these critical msft platforms...
#whatisthatworth?
Only snap officially announced on 7/14... here is the headline & highlight w/link...
http://sphere3d.com/sphere-3d-snapcloud-now-available-on-microsoft-azure-marketplace/
"Sphere 3D SnapCLOUD™ Now Available on Microsoft Azure Marketplace
By Sphere3D
July 14, 2015
Press Releases
SnapCLOUD Deployed with SnapServer and SnapScale Storage Appliances Delivers Comprehensive Hybrid Cloud Data Management
•SnapCLOUD NAS Virtual Storage now available on Azure
•Enables fast, easy deployment of enterprise storage in the cloud or in a hybrid cloud environment
•Seamlessly integrates with current IT environments"
"As for the chip - it wasn't a priority 2 months ago, and resources were better spent elsewhere in the short term. Maybe a partner will help them along eventually with this, but I don't think we will see it in 2015."
Ah the chip, the chip... the destined-to-be ubiquitous GW chip... the final piece in the platform of the Next Cloud and the IoT... the chip completes the circle of connectedness... completes the platform that is in development now... the chip is not a priority of development right now because other things must be built first... everything in its time... including the GW chip... when it arrives the GW chip will signal the full-on commoditization of devices and the ubiquity of the cloud... as well as the fall and rise of technology businesses and their models... at that point it will be quite clear that S3d was on the profitable side of this particular paradigm shift... jmo... glta...
160 mil eoy run rate... management never backed away from that... artful mischaracterizations aside... I personally am of the opinion that the real quarterly run rate moving into q1'16 will be 50mil+ or 200 mil+ annualized...
Glassware, snap and v3 are part of a total package for hybrid cloud development... thus they have a synergistic quality that some fail to understand... while each of the three have value of their own... they also increase the value of the other... the evolution of Novarad deal as well as New Caney & the southwest school district demonstrate this...
An excellent analogy and spot on...