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Third party perspectives including end users... validation just doesn't get better than that... love your summary... real words, from real clients...
Yes. And it's not the recent past it is quickly becoming the ancient past... that's all they have left. Ask noises Novarad what they think of spiffy's products... oh, that's right you don't have to ask... they told us just last week...
Sphere 3D and Microsoft "Technologies to Power the Next Cloud"
If I was short ANY... I'd be a basket case based on that title alone... fear not the obligatory SA hit piece... it will have a very limited shelf life regarding impact... if it draws eyes to ANY it may even backfire... after all Sphere3d & MSFT... technologies to power the next cloud... wow... just wow!!!
Awesome post... the Novarad & New Caney double play this week is huge, huge, huge... not just for the revs it will create (which likely will not begin to be booked until q3) but most importantly for validation they provide... and for giving us a glimpse into monetization strategy of the rev ramp... 2015 is going to be good... 2016 spectacular!
Lol... love the image you paint... apt description... thanks for the chuckle...
Common, thanks... This is an outstanding post... 3rd party, customer validation, in business the best validation of all!!! Notice there is no response to this post. Makes it pretty clear the agenda here.
Ditto here... this has been a long difficult journey and we're not there yet... Van and Htfbs... have played a critical role in helping me stay the course... Van's DD is second to none... imo...
I have no basis to assess your motives nor did I disparage them in my response to you... I also wish you good luck... as for the rest of your reply... we can just agree to disagree...
All new paradigms are ludicrous before they are obvious...
In general those whose professions are most steeped in the old paradigm are least likely to recognize the new one until it is obvious... they are also most likely to lead the calls of ludicrous...
This is quite simply the very essence of the paradigm shift...
I would suggest a prominent pattern for all investors to note... quite simply those who are neutral to negative on ANY have not actually been exposed to it's new product line... whereas all those exposed to products apear quite positive...
welcome professor... always interested in ideas and points of view... as I understand your response... by your own admission your knowledge of this company and its technology is quite limited... yours is something of a theoretical review... whereas a number of longs here have completed extensive research...
more telling though is the acceptance in the market place... in both education and healthcare verticals... product has been validated not once, but twice, by customers who have thoroughly kicked the tires and come back for more...
Msft is the latest in a significant line of validations which also includes Dell... so while in theory you may have a point... in the marketplace there is practical adoption of technology.
I agree with you this stock is not for you... DD lite just doesn't cut it in the rough and tumble of the nanocap world... jmo... wishing you all the best...
Yep. No honor among thieves as the old adage goes. They have lost all credibility and if they try another SA hit piece it may very well backfire, drawing attention to ANY...
The bears sure did sound desperate yesterday... can't imagine they're happy with market's response to q1... I think they'll be disappointed with response to hit piece also... I predict short time frame impact... they've gone to that well a bit too often... jmo... glta...
Hmmm... time for another SA hit piece... desperate times require desperate measures.... this article will be the shorts' hail Mary pass... the clock is running out...
I enjoy the challenge of a thesis or bear argument as much as anyone, and more than most. But we haven't had a good bear argument in months. I've asked for one. Common has asked for one. All we get is same o' same 'o... "pps is low must mean something is wrong... or that deal doesn't really count... that pr doesn't mean anything, it's fluff... dockers works, gw doesn't"... I would gladly engage a serious bear argument... if I could find one...
S3D has raised cash as needed, but has always remained conservative when doing so... that's why the total o/s remains so low... this is another example of their prudence. To me the low dollar amount is indicative of near term profitability. Cash remained even one quarter to next. Raise is to ensure capital to maximize opportunities... if cash flow was going to be a major issue, they would have done a significantly larger raise... jmo... glta...
This is an incredible post. This is the reason I participate in message boards and put up with the inevitable noise. Thank you for taking the time.
You did great. Appreciate your questions and management's responses. The good news is they continue to see 160 mil eoy. And I remain confident this is floor, not ceiling.
BTW, the idea that there is some key distinction between goal and guidance, and that one is binding and the other is not, is a fiction created by the bears. Companies state goals and or guidance... they hit marks or they don't... investors determine validity of marks from various management teams... S3D aims to hit marks and establish credibility. That is why 160 is floor, not ceiling... jmo... glta...
Novarad speaks volumes to me... notice how some people make a good first impression, but don't wear well over time... while other relationships just get better and better... Novarad was the first significant deal for Spiffy, and the first validation of GW... they have lived with Spiffy for a full year now... and here they are back for more... the whole product line this time... across 400 hospitals... that just doesn't happen unless you are very, very pleased with the relationship through the first year... Spiffy partnership and products wear well over time... this thing is just beginning...
I am disappointed at the 20.1 mil q1'15 revs... very, very pleased with everything else... it's going to take a little longer than I had hoped... pushing timeline expectations back a bit... but the validation of the ip just keeps getting better and better... anyone who doesn't see that just doesn't want to see that... jmo... glta...
3 great material pr's in 3 days... revenue baseline for fully merged company provided shortly... revenue ramp commencing q2 and q3 and beyond. Management's execution is stellar. They are firing on all cylinders. 160 mil is floor, not ceiling. I have never seen a stock price so completely untethered from the underlying business developments. Good days ahead for those with fortitude to hang on and vision to focus on material developments.
No. In many cases we will not not find out about the details. But it will eventually show up in the bottom line. This is the nature of the BASFish part of the business. BASF closed today with a market cap a smidgen under 80 bil...
Everyone is trying to do what spiffy does. This sector is white hot. Who will do it best? Msft seems to think spiffy has something to offer. Spiffy will get a very nice piece of a very large pie... and that will be worth billions... jmo... glta...
“Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.” - Warren Buffett
aye... buy the red... and follow it green... ANY has a lot of green shoots...
"Anyone who says the trading in these shares is 'normal' doesn't know what they are talking about."
true... true...
"Now the same situation requires that stock to get through a manipulative period where short sellers are able to take advantage of even small doubts that early shareholders might have."
A real live revenue ramp will mark the end of this manipulative period... increasing revenue, improved margins, profitability... q1, q2 & q3... merry Christmas... and 2016 is a happy new year...
"paid bashers who seem to work 24/7 trying to create fear and doubt"
I'm confused... I thought they were only working 10 minutes a day
"Ignore the lies and distortions and know that even though no stock is a sure thing, at this point the risk/reward so strongly favors rewards for the longs that allowing the fears & frustrations to sway you is not the wise thing to do."
Good advice... you have uncommonly good common sense...
excellent point... Ingram Promark is huge... they helped make Nutanix a success and will do something similar for S3D in the hyperconverged space... one critical difference between Nutanix and S3D is that S3D is a lot more versatile... Nutanix is just hyperconvergence... so have you worked with Promark? What can you tell us about the way they conduct business? Any ideas about timelines to market?
I estimate that the Ingram Promark deal alone will produce a 100 mil run rate within 8 quarters of its initiation... any thoughts on whether or not my estimation is wacko?
So aside from the apparent remote and distant possibility of legal jeopardy some years from now...
Is there ANY other, more immediate, cost to shorts for engaging in massive "illegal" wash selling... or are they free to proceed with impunity???
Two more trading seasons before the big reveal. Does ANYone know how these analysts come up with their estimates?
Yes. Talk about profitability in the big data space. And the client. Love the client. These are folks who take their data seriously. The government big data problem is truly massive right along side and exacerbated by a serious legacy software issue. S3D has the solutions to both. There is gold in them there red tape. It just takes awhile to extract from the mine.
3 days until we finally get q1'15 financials... first, and baseline, reading of fully merged company...
love all the speculation around msft... will be fascinating to see how it all unfolds... s3d clearly has something to offer msft... how much and what it means is very intriguing... whatever the relationship i am confident it will more than support the current sub 150 mil valuation...
if all pans out it is likely nothing aside from msft matters much... but amid all the speculation it is easy to forget this is a robust company with many green shoots...
i have been researching the hyperconverged space and specifically Nutanix... it is my opinion that s3d's relationship with Promark... which ties to the government vertical and competes in the growing hyperconverged market... that this one piece of the business alone will produce a 100 mil run rate within 6-8 quarters of its initiation... or by eoy 2016...
Nutanix averages $130,000 per customer...
I know nothing about msft's interest in Salesforce, but I know two things about negotiations: 1) if you are not interested in buying you say you are not interested in buying 2) if you are interested in buying you still say you are not interested in buying and you might very well add that you think the current asking price is a bit pricey....
This article tells us nothing about whether or not msft is interested in buying Salesforce. Time will tell.
Can't say the shorts don't have another go in them, but their problem has been getting worse. Ideally a wash sale goes back and forth between manipulators. Unfortunately a few early whales have been bottom feeding to establish positions on the cheap. The float has been tightening with each day of manipulation. I don't know if they are running out of resources, or finra is watching, or they are just resting before launching the next attack. What is clear is that this week has been very different. This is how this stock trades without news and without manipulation. The float is tightening... jmo... glta...
whatever the cause the parade of endless shares for sale at the bid has finally stopped this week... can't promise it won't happen again, but this week ANY has been trading in a pattern that at least makes some sense... i am not easily given to conspiracy theories... but given the low float on ANY and the fact that Pinetree was done a bit ago with their sell off... the recent volume coupled with decreasing share price is difficult to explain without the inclusion of wash sales... for now those seem to have ceased...
GW won't provide much of this quarters revenue. The combined entity of S3D and ovrl had revenue of 25 mil per quarter in q2 and q3 2014... so that is my old baseline. I'm looking for a modest increase over that to begin 2015 and establish the new baseline for the fully merged entity.
The seven quarters that follow will tell the real story, unless of course the story is interrupted by a buyout.... jmo... glta...
They've had a couple of chances to back away from 160 and haven't flinched. I don't expect any change in that guidance.
I'm looking for 27-28 in rev. 30+ would be awesome, but not expected this early in monetization process. 25 or less would be disappointing... imo
I'm also expecting a better handling of the CC...
Management won't say it, but I remain convinced that 160 is the floor...
I sure hope so. Btw, your posts have always been stellar... but this week you have my vote for board mvp...
Getsmart indicates finra is watching. Volume and trading pattern also suggest something is different this week. That's all I know regarding finra. Interesting to speculate. The real news comes 5/13.
Interesting. Any idea where the Canadien short shares are now? Is that something finra would look into also?
True dat... I'm thinking today's prices will look like bargain after q3 financials... time will tell...
Amazing how different the trading is without the wash sales. Now if they will only stay gone, then good news will have an opportunity to drive price. Hopefully we find out 5/13...
I just purchased a few Nov calls through Scottrade...