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Peace bro... amateur hour is over on this one... didn't you get the memo?
Management has made it very clear they won't be selling cheap. And they have stated they have no worries raising money if needed... raise just happened, so don't think anything is imminent... will likely have positive cash flow within two quarters... imo...
Hey John can you virtualize a mainframe?
Sure, but it might take a minute.
#whatisthatworth?
Yep. Buy, then back off, let shorts bring it down...
I was thinking accordion, but fiddle works too... by they you mean large whales I presume... a couple of really large ones have been spotted feeding on ANY... the hunters have become the hunted...
guess I won't be buying ANYmore 7.5s for a quarter...
ANY improving Azure is AWS next?
#S3DistheBASFofIT
short thesis for ANY is simply no longer creditable...
#shortsareindeepperil
Nov $5 options now in the money with 5 months to go... 7.5's soon to follow???
LOL... yes, and I hear they have been known to work together too... their prey rarely know their peril until it is too late... not pretty, not pretty at all... unless of course you are the Orca and then it is quite lovely... rumor has it that some whales are having fun right now... toying with their prey... I think Orcas have been known to do that too...
June option writers assisted shorts today in helping them hold this under $5... that assistance won't be available on Monday... expect the battle for five to be fierce... wonder what it cost the shorts today to hold this under five???
Reminds me of the lyrics of an old Ernie Ford song,
"You load sixteen tons, what do you get
Another day older and deeper in debt"
Must be frustrating to show up for work everyday, work hard, and leave further behind than when you started...
yes... it has been a very, very bad week for shorts... let me share a bit about the feeding habits of whales... first they nibble on the chum the shorts stir up in the water... they do this at a leisurely pace... until they eat their fill of chum... and then... when least expected... they turn on the shorts and swallow them whole... if you think shorts don't play fair, wait until you see the whales... jmo... glta...
Ahhhh... now these are the choice awards that I am interested in ANY winning... having already won the MSFT's choice award... which billions of dollars company will be next...
hmmm... how could there be so many sellers with such a tightly held float? ...wouldn't be laundry day would it? ...or maybe the flip side of the large option purchase? ...as I mentioned before once buying pressure returns the shorts are left with difficult choices... wouldn't be surprised if perhaps some of the U.S. shorts are covering, leaving the Anson boys to fight increasingly alone...
even so, despite their best efforts, ANY has become resilient... not easy to hold it down... ANY is buoyant... whales are feeding today and they appreciate the hard work the shorts are doing to make sure they are able to accumulate at an attractive price... deep pockets are grateful... shorts are in deep peril... jmo... glta...
Posted on behalf of ihub's dalai lama... a reply to senor hugo... have to say... I like purple shirts too...
"Very Good Hugo,
Thank-you for the compliment on my attire.
A question and comment for you.
If you were at AGM, PT & EK had the same colour tie...what colour was it?
And if you were present, I am embarrassed for you!!!...No questions...all questions/answers were positive and informative (not your style)
The only reason I believe you may have been present, is that you did not debate any of my posts..all truths..all from the company."
Very exciting times indeed... this is an amazing stock message board... a serious cut above most... I am deeply grateful to so many who are gracious and generous in sharing info... this week we have had some great reporters on this board... all of you are much appreciated...
it's funny though... while some will try to tell us that we are just a bunch of overly optimistic pie-in-the-sky pumpers... I actually heard earlier in the day that what we discuss on the message board may in fact be "small potatoes" compared to what is actually happening... imagine that... maybe, just maybe, we are sometimes a tad conservative in our speculations and estimations... wouldn't that be something... jmo... glta...
Thank you for your most excellent reporting regarding ANY AGM...
Accumulation by bigger investors... has been going on for some time... as larger and larger whales are arriving... smart money will not bid against itself, but will use temporary weakness to establish a position in stealth at an attractive price... this is happening now... when buying pressure resumes, as it surely will, then the shorts will be faced with difficult choices...
#shortsareindeepperil
If ANY were compared to a large wagon filled with heavy duty disruptive technology... we might say that wagon has been pulled for a long time by a bunch of ponies... then full grown horses came along to help... and now the Clydesdales have begun to arrive... soon enough the ponies will be able to climb into the wagon and enjoy the ride... soon we will be able to say the Clydesdales got this... shorts are in deep, deep peril...
I believe he has maxed out his posts for today... and will offer more tomorrow...
The shorts are becoming irrelevant... they are soon to be overwhelmed by larger forces... it matters not what their designated reps say on a retail investor stock message board... peace to all longs... our best days are yet to come...
Thank you Franz, jtfm and gs for outstanding reporting!
Turning into a busy week for me... am playing catch up a bit... just wanted to say "thanks" for an awesome summary... incredible event from all reports...
Your generosity in sharing is much appreciated... outstanding series of posts today... and this one that I am responding to... priceless!
Great news... thanks...
Awesome. Appreciate your generosity in sharing this info...
ANY analyst who had a sell rating on this stock at these price levels is not to be taken too seriously... jmo... glta...
Nice post, Doc... just doesn't get ANY plainer does it? "I don't care to know much about the company"... well congrats are in order then... I believe he succeeded in achieving his goal... hats off...
W.C. would have loved the iggy button...
I didn't make ANY assumptions about your portfolio position or your investing style... it is just very, very clear to me you don't get what is going on here... no good reason for me to respond to you again... best of luck to you...
if you understood the fundamentals of what is going on and the material achievements over the last 18 months, you would understand there will be no panic next week... oh... I suppose a few less informed investors here or there might panic... but en masse?... I don't think so... most dd lite retail investors inclined toward panic have already left in a panic... jmo... glta...
ahhh... now I see where your several days of DD failed you... this week is not at all about hype... it is about continued material developments and sharing the story of those developments with the investment community... if you had asked I could have saved you quite a lot of frustration...
you and I do agree on this one thing... ANY management is not very good at hype...
your first post on this board is dated 6/12/15 in which you stated you initiated a position... that was one trading session prior to this trading session... and now you make a pronouncement regarding what ANY management is and is not doing... ??? ...I am reminded of these two quotes posted below... jmo... glta...
Buffett: “The stock market is a highly efficient mechanism for the transfer of wealth from the impatient to the patient”.
Munger: “It is remarkable how much long term advantage people like us (Buffett and Munger of Berkshire Hathaway) have gotten by trying to be consistently not stupid, instead of trying to be very intelligent”.
http://www.fsb.co.nz/blogs/john-killick-s-blog/2014/07/10/investment-gurus---buffett-and-munger
Much appreciated... looking forward to ANYthing you are able to share...
the idea that "guidance" is a special word that carries some extra layer of import is ridiculous... the company did not avoid the question... the question was simply confusing the way it was phrased... if you listen to the call without prejudice... management confirms the 160 mil q4 by ANY name you wish... be it benchmark, target, guidance or anticipated... there is absolutely no confusion about this whatsoever... while folks may argue over whether or not the company will achieve this level of revenue within this time frame... the information from management is unequivocal... looking at everything in the works at the time... their publicly stated expectation is 160 mil run rate eoy... the good news is we will all get to see for ourselves whether or not this figure is high, low or spot on... my own opinion is that 160 mil is a very conservative number... and the company is likely to exceed this figure eoy moving into 2016... q4'15 and fy'15 financials will be due by end of March 2016... so we will know with certainty at that time... this is no different than how it works with every other publicly traded stock on a major exchange...
yes... and to believe that it does not work one has to ignore a great deal of third-party testimony to the contrary...
outstanding post!!! ...might want to make that one a sticky...
Stitch those niches together and pretty soon you have a money quilt...
Msft, Google, Apple, Vmware, Intel, Basf, Nutanix, Amazon, Emc, Citrix... a few other companies who have found some pretty lucrative niches... viva la niche!
Excellent post. Thanks. The problems are real. The solutions are real. GW is real. The known validation is sufficient to support this thesis. The market has begun a re-valuation of spiffy... jmo... glta...
Company guidance points to q3 revs from Novarad & azure... not sure what to expect q2... ???