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Nice rally all the way back to 4.46 before the 3 cent paint job at the end took it back to 4.38... wonder how many more shovels of dirt it cost to drop this a dime... the shorts digging their hole deeper by the day... jmo... glta...
So true... why the double standard... simple really... since dockers is a private company there are no shorts... thus no one has a financial interest to hold it back...
The shorts will fight hard to hold this under five... it is in danger of slipping away from them... jmo... glta...
Wow... that would be an awesome development...
"Don't waste your time on us Kool Aid drinkers and bagholders...."
This is sage advice... I have to agree... most of us here are pretty much lost causes... hate to say it, but myself included... drank the koolaid, liked it, no intention of quitting... I drink it ANYtime from ANY container ANYwhere for ANY reason...
...just seems like a good man such as Hugo with such fine intentions to save us all from our folly and who has only 10 minutes or so a day to accomplish his mission... might be better served redirecting the resources to a less hopeless lot than us... personally I hope he sticks around and holds onto that never-say-die attitude... but that's just me being selfish again... for the good of his mission he would likely be better served plying his trade somewhere else...
ANY is going to become a very big stock... see there I go again... hopeless, simply hopeless...
"If Honda had no revenue"
...ah, spiffy had 20 mil q1'15 revs... that's 20 mil more than zero last I checked...
"burned $billions"
...ah, spiffy is not profitable yet, but then again it certainly did not burn "billions"... perhaps you inadvertently added some zeroes to your meticulous calculations... happens to the best of us...
"launched the Insight, customers hated it so much it was pulled off the road"
...here you are referring to Corel... ok, dwell on that if you wish as though nothing else has occurred in the last 18 mos... fascinating approach to due diligence... but at least you are consistent... I can respect consistency... Custer was consistent too in his valuation of his circumstances at Little Bighorn... man didn't waiver for a moment... gotta respect that... hat's off to you...
"then bought a bankrupt license plate stamper, and quickly merged with a shrinking horse buggy maker"
you are referring here to V3 and Overland I suppose... Promark is beginning to ramp with v3 and storage, Novarad just went all in with v3 and storage to refresh 400 sites, Southwest School district signed on for same, Azure is utilizing snapcloud from Overland... tip of the iceberg regarding what is going on with these products... but hey... horse buggy makers and license plate stampers had their day once too... just not today...
outstanding post, JB!... Thanks...
reminds me of a story... Joe walks up to Jack and hands him a five saying, "Here's the five I owe you."
While Jack is looking at the five in his hand, Joe walks away and Jim approaches. "What's that your looking at?" asks Jim.
"The five that Joe just gave me," replies Jack.
Jim looks at Jack for a moment with disdain and disbelief and then says, "You don't have a five in your hand. And if you do it isn't real, it's counterfeit. And besides Joe didn't give it to you."
Jack looks at Jim for a moment. Then he looks back to the five in his hand. Then he walks to a local eatery and orders the $5 soup and sandwich lunch special.
Jim is equivalent to an ANY bear... he will tell you nothing is real even when you are holding it in your hand... Jack is equivalent to an ANY bull... he knows what he knows and is staring right at the evidence... Joe is equivalent to all of the third party sources which have verified spiffy ip... and JB, your most excellent post is the five we are holding in our hands... all the evidence we need is right there... now its time to ignore the noise and go for lunch...
Now that really is funny... Larry Orecklin, aka s3d pumper? Or has he and his msft colleagues been duped in this grand vaporware scheme? The azure sky will surely turn red with embarrassment once the msft god's realize their folly...
Short lithmus test: If either of these ring true to you, then this short is for you!
You are correct about the buyers... re: fear... it is easy to hide behind an LOL on a message board...
To wash or not to wash. That will be the question when buying pressure returns... as it most certainly will...
I'd love to be a fly on the wall when the customer says, "Yes, but didn't you know this little company was working with Microsoft and was being utilized in Azure?"
"Well I had heard something about that, but there was this article in Seeking Alpha which made it clear there really wasn't anything substantial to that relationship."
"In seeking what?"
I think as a rule of thumb it is probably not the greatest idea to short ANY nanocap company, that is closer to its 52 week low than its 52 week high, and that is working closely with one of the industry giants on an important project. But hey... that's jmo... glta...
today's take down isn't going so well... what will we do if we can't count on the daily take down of shorts to grab a few more shares on the cheap? ...I don't mind saying... I'm getting a bit worried at this price action...
The Naz is down today too... something just doesn't seem quite right...
Spiffy stock more buoyant less cooperative than it used to be... ring leader of the shorts appears perfectly willing to take his short brothers down with him... how does that old saying go?... oh yeah, "with friends like that who needs enemies?"... seems apropos for this situation...
will ANY be abused down at eod? or will it find a way to melt up? interesting trading day today... one week out from next week's events...
I like accuracy... appreciate the correction... the "400 hospitals" misprint was my bad... good catch... thanks...
isn't that something??? ... wonder what those are worth??? ...your point is well taken... thanks
so here we sit with a market cap of 150 mil... sitting on 4 known relationships: msft, promark, novarad, SW school district... with each relationship in and of itself being worth more in future earnings than our current market cap... a day of re-reckoning is coming... the market is going to re-value s3d... I cannot tell you when it will be or what the catalyst for it will be... but I am quite confident... the market is missing the mark badly on this one... jmo... glta...
in the second half of 2014... s3d solves some significant issues in the New Caney schools... employees working in this Texas educational setting are vocal about the efficacy of glassware in solving compatibility issues... in about six months a new agreement is on the table making s3d products available to something on the order of 1,000,000 Texas students and their educators... testing, gw, v3, storage...
what is that worth? A: quite a bit more than a mc of 150 mil...
in first half of 2014... Novarad incorporates glassware into their own proprietary product which it markets as Novaglass... after a full year of working with and marketing this product in the real world... in the wild and woolly space of healthcare... kicking the tires for a full year and working with s3d staff... then what? does novarad say, "forget it this vaporware is useless?"... does novarad say, "forget it these s3d people are scammers marketing vaporware?"... no they say... "gimme some more of that!"... and they sign an agreement to market the whole product line, GW, V3, Snap... across 400 hospitals!!! how much is that worth? A: quite a bit more than a mc of 150 mil...
with so much focus on s3d/msft relationship... and rightly so... it is easy to lose sight of s3d/ingram-promark relationship... promark played significant role in helping Nutanix to 200 mil run rate in 11th quarter of monetization... Nutanix now rumored to be buyout target... ingram-promark now promoting s3d product line... what is this worth?... A: quite a bit more than a mc of 150 mil... jmo... glta...
What's the market cap on those other companies... probably more than 150 mil... price check on aisle 3d...
A: quite a bit more than 150 mil mc...
The adoption rate on windows 8... terrible!
One more reason msft needs s3d ipo...
Azure, windows 10, windows devices... will s3d BASFish enhancements help Microsoft products claim a larger stake of cloud computing? If it does, what is that worth?
Excellent post. And timely comparison with rumors of possible Nutanix buyout... Your numbers are spot on... Which we've learned to expect from you... Thanks for taking the time...
I recently read an article that discussed the traction windows phones are beginning to get across the globe. Posting from my phone and don't have a link to the article... the U.S. and Japan were the exceptions to this... as I recall article was based on q2 or q3 sales in 2014... windows phones far, far behind... but not necessarily down for the count...
They don't need wash sales when demand is low. We'll see if wash sales return when there is a significant uptick in demand. This desperate group of shorts will be faced with tough choices when demand returns... and it will return...
And wash sales. Illegal, but quite useful.
Google falls to #3... Amazon leads cloud race...
Where is GOOGLE?
Penny for your thoughts Mr. G...
As Microsoft's moves re:S3D ip... will be interesting to see if Google has a counter move... msft has established azure as #2 in cloud wars...
What? Y'all didn't know that?
#sweethomeAlabama
Seriously?
is this the story of ANY???
Once upon a time there was a group of shorters who decided to short a reverse mining merger traded on two minor exchanges... they built up a hefty naked short position believing they would never have to cover these shares as the company's claims appeared to be outrageously optimistic and quite probably impossible to achieve... they believed with a little help from their friends that this company could in fact be exposed... and would ultimately fail and likely go bankrupt meaning they would never have to cover... hello free money... then something quite unlikely occurred... this small company actually held ip that was valuable to the second largest corporation in the U.S....
... is this...
objective truth?
a dream?
a nightmare?
pure fantasy?
cold hard reality?
stay tuned... eventually all is revealed...
interesting theory regarding the two spikes...
for once we can agree on something "objective"... me estimation is we are approaching 40 mil fully diluted... each investor will decide what to make of that number... based on revenues I'm anticipating I have no issue with it...
5.2 mil dollars raised for company expenditures per the filing... sorry for the confusion... raise went from 4.1 mil $ to 5.2 mil $... shares from 1,281,250 to 1,621,250... with one warrant per share...
indeed... and its likely to get worse... there is a lot at stake for this particular group of shorters... financial ruin is a very real possibility... and they will likely try most anything to prevent it...
believe what you will... and best of luck to you...
yep... an increase of 340K additional shares with warrants... and the raise went from 4.1 mil to 5.2 mil... still modest dilution in my opinion... but more than we were initially told it was going to be...
for me the interesting question is why do a small, bridge-type, financing at all... why not put the cash issue to bed for awhile with a larger raise? here are a few possible answers...
1) management just wants to string retail investors a long, keep their hopes up, and bleed them dry with small raises along the way mixed with empty promises...
2) management anticipates higher pps and will do a more substantial raise at higher prices...
3) management plans to do a raise or partnership of some sort with a partner or highly regarded funder to raise not only cash, but also the company's profile...
4) management believes cash flow is ramping such that additional raises will not likely be needed and this will be enough to get over the final hump before the company becomes profitable...
there was a time in its history when it made sense to short spiffy... in its infancy as a reverse mining shell trading on two wild west minor exchanges with little going for it other than the seemingly outrageous claims of its management... that time has long since passed... jmo... begging the question... why are the shorters still here in these numbers?
a) they know something the longs don't know and this is really just a house of cards waiting for a stiff wind to blow... this is essentially the short thesis... if you can look at msft, novarad, dell, ericsson, promark, atos, mobotnix, new caney, test nav, bramfitt, keen, bookman, patel, tim law, terri mclure and so on... if you can look at all of this and conclude this is a house of cards... then absolutely this short play is for you...
b) the shorts should have covered by now... didn't... and are trapped in a low float, narrowly traded enterprise with promising ip and effective management... and being one major material development from disaster have no good options... and are thus choosing to double down in hopes of somehow finding a way out...
"short interest seems to be up 21% (shortsqueeze.com)"
another one of those interesting "objective" factoids from which various subjective conclusions may be drawn... for me the very link from which you quote is highly suggestive... I know who I am in communication with... and no thanks... I wouldn't post a link to private conversations even if one existed... go find your own professional short players and ask them what they think...
Yes. Spiffy's client's have vetted and validated its ip... it's an odd logic which concludes this leads to no revenue from these relationships...