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AMAZING call so far...
Too many things to write down right down...
Wow!!
First nice key points:
- Azure confirmed for week of Nov. 23rd
- Rev. was lower by $1.3 mil. in Q3 due to restructuring of an OEM partner, this shortfall ALREADY made up in Q4! Also lower rev in Q3 as cut $ 1mil. In non-core revenue, thats $2.3 mil, that means $2.3 mil. that would otherwise be there.
Nice!
It seems that those wanting to flip flop for a trade, rather positioned themselves for a fall tomorrow as you saw in recent days, but I am sure you know that
Everybody can read between the lines...believe it or not people are actually smarter than you seem to think they are...
Much more likely based on last days' evident action, already short and hoping for a dive.
Why dont u set it at $-1.6 same likelyhood. Geez, somebody really went short... Lets see eom
Thanks JFM, appreciate your open post. Yes, we all hope we will see the pieces of the puzzle finally falling into place shortly. I think we just might
eom
Hi JFM, thank you for being so negative now here these days, guess the play you suddenly had preferred instead, AVXL, is not deserving your attention any more?
Instead now trying to spread negativity and falsehood (we rose after the Q1 call, even after wider than expected losses btw), I am sure you well remember if you try really hard
Its ok, all human
They usually do couple ER day with an interesting PR... eom
At this point actually major validation, launch on Azure, securing large financing, a nice contract, exposure from reviews, all kinds of potentally very nice catalysts can send it upwards very significantly from here.
Dont get me wrong, revenue increase will also be part of the story, and we might see the first turn around on Monday, but there are far more catalysts in front of us....
Especially at this level and given the 1) light public exposure to date and 2) low volume and 3) current sentiment, it could be pretty easy to get the SP up from here...
I would just ask how SnapCloud is doing, they might not be able to give us current revenue figures as would fall under this quarter, but if its going well, which some (incl. myself) believe, then I can't imagine management not being proud of that.
Its success would certainly also be a great indicator for the potential success of GW on the Azure platform...
CIOReview: A publication for Senior IT Executives certainly thinks the Microsoft Cloud Alliance is "an elite program". There is now a little company mentioned. Have a look:
http://microsoft.cioreview.com/news/sphere-3d-signs-deal-with-microsoft-transforms-virtualization-in-mobile-workforce-nid-10123-cid-50.html
And Microsoft accepting us to an elite group of alliance partners is not an endorsement?
I can only kindly suggest to all to google Microsoft Enterprise Cloud Alliance and see the quality of IT firms that are in the alliance. To get a general idea as out of hundreds of thousands, if not millions of IT firms, on this world we got into an elite group of under 100, and that is not an endorsement??
They will have to announce by the 15th, so this week. Most likely PR of earnings and cc tomorrow morning or early afternoon.
Nice comment by SB! Thanks! eom
Some who were in AVXL might have gotten margin calls today...eom
News. it needs real significant news. Then it can run like before and more. But we need news, on MSFT, financing or revenue side, real news. eom
Peter Bookman just confirmed my thesis: Peter Bookman (@pbookman) 11/8/15
@ahagelthrope @RedHatSoftware @Microsoft to be clear, we have announced what we have with Microsoft but I don't know of anything with Redhat
We are with other reputable firms like Red Hat now in the Microsoft Cloud Alliance. Surely, many co-operations etc will evolve from it, as it is a perfect platform for such, but we just joined that reputable alliance of Microsoft last week, the world doesnt turn that fast...
Anyway since when is a potential relationship with Red Hat more exciting than an actual relationship with Microsoft?!?
While it might be a mix of two PRs issued on the same day that Red Hat and S3D joined the Microsoft Cloud alliance, at the very least we are starting to see some nice exposure as part of the Microsoft Cloud Alliance, which can not be denied that we are in there now, AND, we also see what kind of firms get to join the alliance. Certainly not the average little IT firms...
On the shorts' current "legal predicament", see it specific to ANY or in general on Canadian domiciled companies like ANY:
Oh the irony
ANSON FUNDS INVESTIGATION ON BEHALF OF FORMER NOBILIS SHAREHOLDERS
Toronto law firm Investigation Counsel Professional Corporation is currently investigating a proposed class action against Anson Group Canada, Anson Investments LP, Anson Capital, LC, and related entities and individuals (collectively, “Anson Funds”). The proposed action is on behalf of all investors who sold shares of Nobilis Health Corp. (TSE: NHC) between October 9 and November 3, 2015.
Investigation Counsel specializes in investor class actions and regularly acts for institutional and individual victims of fraud in the context of investment transactions.
The firm’s current investigation includes the circumstances of the publication of an anonymous blog post on website “Seeking Alpha” on October 9, 2015. The blog made a number of statements about Nobilis that caused the company’s share price to fall dramatically. On November 3, 2015, Nobilis announced the outcome of an independent investigation, which concluded the statements were false, misleading, and without factual foundation. It is alleged that Anson Funds and others conspired to manipulate Nobilis’ market price, in order to profit from a decline in the price, by publishing intentionally misleading statements about Nobilis and its senior officers. Investors relied on these allegedly false and misleading statements and suffered substantial harm as a result.
Investigation Counsel would like to speak with any investor who sold shares of Nobilis between October 9 and November 3, 2015. Those who wish to discuss the matter should contact John Archibald at 416-637-3152 or by email at jarchibald@investigationcounsel.com
Source: http://www.investigationcounsel.com/anson-funds-investigation-behalf-former-nobilis-shareholders/
Well, I am sure they had good reasons. There we agree. eom
What was that opportunity anyway? Sorry, if I may ask. Just to get a general idea. eom
Wrong. Again you are wrong. In mid May, following Earnings DESPITE at the time wider than expected loss, we actually rose the next three days by 20%...oh and...
and dont worry bd 2004, by all accounts thats very unlikely the last PR before/ at Earnings
For a change, thank you! eom
Thank you and both blogs posted today by management also very importantly acknowledge the silent period that was and confirm that this is changing RIGHT NOW as we could also see indicated from SB's and Novarad's extensive presentation on S3D. Everybody should have a look at the slideshares and blogs...
Change is being actively implemented RIGHT NOW
Slideshare link of Simon Bramfitts talk at Virtualize 2015 conference below, video also coming soon:
Peter Bookman (@pbookman)
11/2/15, 8:43 PM
@SimonBramfitt presented at @Virtualize2015 conference as a panelist for @Sphere3D Great stuff! Video to come soon
https://www.slideshare.net/mobile/slideshow/embed_code/key/hC0WL2so3vaZ1A
Nice!! Another industry expert totally fooled into joining us!!
Undeniable industry accolades!! Very nice overview on Sphere 3D too!!
That link worked a little better for me:
https://www.linkedin.com/profile/view?id=AAkAAAGJ95gBAit6MZ1F5St91Ho4cKbbzb22TWM&authType=NAME_SEARCH&authToken=H7bH&locale=en_US&trk=tyah&trkInfo=clickedVertical%3Amynetwork%2CclickedEntityId%3A25819032%2CauthType%3ANAME_SEARCH%2Cidx%3A2-1-2%2CtarId%3A1446330106251%2Ctas%3AJaymes%20da&_mSplash=1
Wise words, eloquently expressed. Thanks! eom
These articles couldnt have mentioned something that was not out widely marketed yet...NOW it is coming out, NOT as the shorts hope next year, NOT next quarter, but RIGHT NOW...
as I understand they will be releasing what was said and demoed yesterday, and they are and will be additionally introducing it to industry reviewers now, also demoing...by mid November we will also see what MSFT has to say and do, so the articles you want us to be mentioned in are going to start in November and that November is just a few days away now...
Wow! Nice! Interesting to hear. eom
Completely agree Pete, oh and sure we will get something nice to read/watch about the event today or over the weekend.
Sphere 3D Corp., will highlight its workspace virtualization and workload optimized hyperconverged technology. It will also share some exciting new milestones tied to its recently introduced Glassware 2.0 containerization offering which can virtualize 16-, 32-, and 64-bit Microsoft Windows applications and deliver them with native functionality to almost any end-user device.
http://jonpeddie.com/press-releases/details/announcements-at-virtualize-conference-new-gpus-new-company
Peter Bookman (@pbookman)
10/29/15
Looking forward to an exciting day today at Virtualize with @Sphere3D and great speakers @SimonBramfitt @NovaradCorp http://jonpeddie.com/events/details/jpr-virtualize-2015
It hasn't yet, nor will it be if you dont surrender right at the finish line, TODAY is the conference that marks the end of stealth IMHO, sure they will organise a way for us to see/know what transpires there...
To give us a glimpse of things to come
Or has our new CTO come out publicly since joining in August? Just once? And today suddenly appearing in front of professional crowd, along with Novarad's President for client testimonial too.....
Hmmm, maybe with upcoming Azure and GPU appliance launch this is just a HUGE co-incidence in timing??
Hmmmmmm.....let's see!!
Also to this after all the BS, no reply ....eom
Very true. Funny. eom
Thank you Pepsi. Well put! eom
Microsoft states clearly: "Your application or service must pass validation tests confirming that it runs well in the Azure environment and delivers a high-quality customer experience."
Even copied from your very own post! Hmmmm, must be tough for vaporware to have passed these "validation tests" by Microsoft AND shown to deliver "a high-quality customer experience".
Maybe they should have asked for your humble opinion? or they didnt??
Really? So where would Azure's reputation be if they wouldnt be vetting what is described outside works and reliably so?
It is such a "big deal" that the small software company MSFT allows solutions vetted on Azure to be advertised as "Azure certified" with a special badge/logo of the same wording.
Just as a hint
November 2015, from what it looks like earlier than November 15th actually, the 15 posted by somebody referred to 2015...
He is referring to November 2015, the Azure launch of GW on Azure...