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There have been more than a few conversations between investors who post on this board and professional investors who use short strategies with regularity... those professional shorters agree... this is a terrible short play right now... historically there was a time when it made sense to short ANY... that time passed some time ago...
there are many "facts"... you have chosen a particular set of facts to highlight... which is a highly subjective approach to objectivity...
Fair enough. So it will be history which clarifies who was wise and who was delusional... I'm comfortable with my long horizon investment based on all that I know, which is considerable... shorts may indeed say the same... we will await the judgment of history... within 12-24 mos... it will become clear which viewpoint held the more accurate assessment...
I agree with your main point here... and will only add that spiffy is being held to a different standard than most startups...
Yes... and Ingram/Promark did wonders for growth of Nutanix... so here we have yet another heavyweight validation of spiffy ip.... monetization of event takes time... but all the right things are happening for a significant revenue inflection point down the road... maybe q3....
Absolutely... I wish I knew more, but I don't... I agree with SE... with the right announcement this could fly... without it we wait for revenue to drive it... next best chance on revs is q3 financials... institutional investors hold the key...
so spiffy investors are taking it on the chin... not easy this investing game... so once you get rich, if you do, don't let anybody tell you it was easy money... real investing takes heart, courage, perseverance, intelligence, a thick skin, an adequate risk tolerance, and intelligent risk-reward assessment... and probably some other things too... as timorr is fond of saying... we are investing in a company, not a stock... the company is doing great... the stock not so much... our current struggles reminded me of the classic tale 3 feet from gold... link below from think and grow rich...
http://www.psitek.net/pages/PsiTekTAGR3.html#gsc.tab=0
this is awesome information... appreciate your generosity in sharing it with the board... this partnership between spiffy ip and Microsoft azure is in its very earliest roll out phase... it takes time for information to get disseminated... right now only a few people have been exposed at two locations on 5/20 and 5/27... if not for your excellent reporting we would not now either... eventually the world will know... but it takes time... thanks again...
please... you completely misrepresent my point of view... I did not say we would have to wait a year for an increase in pps... I really don't know when the institutional investors will arrive in numbers... could be soon... could take awhile... as long as the underlying material developments continue to be positive it doesn't matter much to me... retail investors today seem obsessed with daily price movement... if you study nanocap investing you will find that many successes had long periods during which pps languished... Ian Cassel is a good place to start your research...
and this one...
@ScottShaffer pic.twitter.com/Mjy1VglJBn
— John Bach (@bachsong) May 29, 2015
... and this one...
@ScottShaffer pic.twitter.com/YFnt36Os31
— John Bach (@bachsong) May 29, 2015
I like this one...
@ScottShaffer pic.twitter.com/d9CvT4F1v4
— John Bach (@bachsong) May 29, 2015
precisely... I wonder who Simon is sharing that information with... working as he does as a paid consultant... ???
last day of the month... June borrowing rates on the line... expecting shorts to be quite active today in trying to drive pps south... non material for long horizon investors... noise, noise, noise...
excellent point... thanks...
very true... my experience in business and as an investor is that timelines are almost always pushed backwards... regardless of the company or the sector... growing up my father would frequently enlist me in various home improvement projects... and he would invariably provide me with a timeline regarding our projects... his timelines were always off... that is the projects always took longer than expected... ...must be human nature... having said that... spiffy management has proven themselves to be very proactive in the pursuit of their goals...
I am incredibly thankful to SE and JTFM for the information they have shared from 5/20 and 5/27... when you understand what is going on at MSFT under Nadella and the role that ANY is playing in that process... well then you understand that this is an investment opportunity the likes of which you rarely see... and MSFT is only one material development... with so much focus there it is easy to forget...
Novarad, Ericsson, Atos, Promark, Mobotix, New Caney and the SW school district, Dell...
One pattern that has clearly emerged is that everyone who has actually kicked the tires on spiffy ip and worked with the staff has come away enthusiastic... all critiques to this point are from folks who haven't actually engaged the product... common has asked the bears for months for a single example of someone who has actually used the product and found it wanting... the silence of the bears in response is telling... jmo... glta...
I think the 3 mergers combining 4 companies into 1... pushed back all timelines by an entire year... with the emergence of snapcloud as a proprietary Microsoft azure product utilizing proprietary spiffy ip we begin to see the wisdom of the mergers... and it is quite likely that the full impact of the mergers will turn out to be quite positive... but the added year of waiting is understandably frustrating... 2015 is the new 2014... and 2016 looks to be truly remarkable... jmo... glta...
I remember a tweet in which Simon Bramfitt indicated people were paying him for his opinion and analysis of GW and Spiffy... on May 20th he asked a critical question regarding the relationship between msft and spiffy... I wonder who he has passed that answer on to? ...stay tuned... this party is just getting started...
agree... I try to ignore the bears as much as possible... though that is not meant as a criticism of those who choose to engage... to each their own... I actually wish we had legitimate bears here, but alas we don't... many current bear arguments are simply false on their face... for example, this completely nonsensical argument that spiffy is giving away their ip... totally absurd... don't even know where to begin engaging an argument that is so profoundly vapid... when someone makes a statement like that I believe the onus of proof is on them... truthfully I don't think a stock message board is going to have much impact one way or another from this point forward... institutions will drive this higher in due course... while we've had some early whales feeding... the biggest players have not yet arrived... when they do we will all know... jmo... glta...
BASF effect... its Microsoft's product and Novarad's product... and so on... Microsoft has actually been quite generous in sharing credit through these road shows... and we are fortunate to know as much as we do thanks to generosity of eagle and facts... it's all good BASF gets paid very well to improve the products of others and so will ANY... msft will either but s3d... or it will also become... Google's product and Amazon's product and VMware's product and so on... either way investors win...
here is a link to an article from early 2014... shortly after Nadella took over at MSFT...
http://www.innovationexcellence.com/blog/2014/04/11/microsoft-out-innovates-apple-google/
the turnaround at Microsoft over the past year plus is staggering... Amazon's headstart in the cloud is measured in years over Microsoft, but Microsoft is beginning to gain ground... and though Amazon remains far ahead in the cloud race... Microsoft has surpassed all other competitors and become the clear #2 in the race... and it is the fastest growing cloud provider... soon you will begin to see clear windows traction in the mobile device arena where Microsoft is very, very far behind android and ios by every measure... billion apps is part of this strategy... as app developers begin playing with windows 10 and discover the ease of development and the wonders of containerization on Azure... it will be game on... a truly remarkable story...
but what is most remarkable to those of us on this ihub board is the simple truth that at the center of this behemoth's battle against other behemoths (Apple, Google, Amazon and so on)... there is the IP of a little known entity named Sphere 3d... a nanocap with a market cap of give or take 150 mil... this is the investment of a lifetime for those with the nerve and knowledge to capitalize... jmo... glta...
#fearthesphere
#GW+snapcloud=newcloud
#ignorethenoise
first there was novaglass... and all those paying attention know what that has morphed into...
now there is snapcloud... can't wait to see what all that becomes in a year or so...
the people who work with spiffy ip... and work with spiffy staff... so much good to say about each... quality ip, quality people...
2014 was first year of monetization... and year of mergers... 4 companies into one...
2015 is all about scaling product and ramping the revenues... I have never seen a management team that has accomplished more in so short a time... truly remarkable... count me as one incredibly satisfied share holder... ignore the noise and stay focused on the material business developments for they are many... the pps is completely untethered from the underlying business developments... and as such it is utterly irrelevant in valuing this company from a long horizon investor's perspective...
first there was novaglass... now there is snapcloud...
#fearthesphere
#GW+snapcloud=newcloud
#GWchipcreatesIoTplatform
#snapcreatesbigdatasolution
Welcome back!!!
Long horizon investors buy and hold... they don't try to drive price one way or other, but rather buy based on underlying valuation of business... traders may try to drive price up to make a quick flip... and yes... they certainly haven't been very successful at it... if they are trying to do so...
yep... finished a penny to the green yesterday... shorts finding it increasingly difficult to drive down and hold it down... spiffy's stock developing some buoyancy... shorts next big point of decision will be whenever something hits that drives buying demand... will they double down yet again? or capitulate?
i am looking forward to jtfm's eyewitness report later today or tomorrow...
2nd quarter will not end until June 30... financials due per Nasdaq rules no later than 8/15... so then or a little before...
guidance we've received so far points to a possible inflection point with q3 financials... due no later than 11/15... newest Novarad deal doesn't begin hitting books until q3 per PT... snapcloud storage available through azure beginning q3 per announcement... southwest school district deal likely to begin hitting books q3 (jmo)... based on q1 baseline and guidance that points to q3... I am not expecting too much from q2 financials... jmo... glta...
I've been wondering the same thing?
I think you are spot on. I expect eoy run rate to be between 200 and 500 mil... eoy 2016 between 500 mil and 1 bil... there are timing issues that make prediction of rev ramp difficult to predict, but if msft is facilitating... then your 700 mil is quite reasonable imo... would a scenario such as you suggest also mean msft has some kind of first right to purchase???? Any thoughts on the likelihood of a current pre-agreement in place?
Yes. A really big THANK YOU to all of our veterans, our active duty and reserves... and their families... and deepest gratitude for those who sacrificed their lives in defense of liberty... may we as a people prove worthy of your sacrifice by making good use of the liberty we received and in so doing honor your memory and sacrifice...
Best # yet!
Thanks Pete... very informative post and link.
#gwisplatformIoT
#bewarethechip
#s3disbasfofit
How does the second largest U.S. company by market cap challenge the first largest? Wonder if Satya dares to dream?
What if the answer to that first question is S3D?
#3questions
Pretty dots... nicely arranged... tell a compelling story... thanks for taking the time...
So if S3D is important to the success of Satya's grand designs, what is it worth to Microsoft? And what part of this relationship would be left to chance?
The second largest company in the U.S. by market cap has stated in a public forum that S3D is one of its most important partners for the cloud. That statement alone coming from that company and referring to that white hot business sector... is worth a billion dollar valuation all by itself... as this information gets disseminated through the market the pps will rise towards double digits...
Yes. This has understandably been lost in the msft excitement. Snap competes in the market place. That was a significant win over EMC.
Yes. Frustrates the heck out of me. Because I agree with you we should be double digits with all that has happened.
Does it create anxiety? No.
Why not?
Because we know why it trades this way. Manipulators, shorts, bashers... their activities made more effective by the need for some stealth and the very typical financials of a startup...
What to do?
Keep your eyes on the business developments and use the extra time to buy all you can. That'll teach 'em! At least that's what I've done... jmo... glta...