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Appreciate it, but really is all good. Mistakes turn to profit as we learn from them... jmo... glta...
I was amused the other day to see an old post of mine dredged up from 2013... the post was about dsny... I was wrong about dsny... I've been wrong plenty in life learning as I go... the part of the post that remains most salient to me is a statement to the effect that the only thing that really mattered regarding this investment was whether or not its technology was disruptive... I abandoned my investment in DSNY when after further research I discovered that its technology was not disruptive... I built my position in s3d when after extensive research I discovered that its technology is disruptive... disruptive to a trillion dollar cloud computing revolution that is still in the early stages of development... right place... right time... w/the right product... jmo... glta...
A "hail mary" will not be necessary. The company is driving down the field as we speak making one first down after another... points on the board will reflect that soon.
Agreed. Message boards are not DD and for entertainment purposes only. Partnerships with Msft and Vmware are real no matter how many times a day someone posts that they are not real.
S3D is a real business going through a real transition competing in a white-hot, intensely competitive space... within that space two multi-billion dollar players, each going through their own significant transitions, have vetted s3d products and chose to partner with... hmm... jmo... glta...
Agreed. Message boards are not DD and for entertainment purposes only. Partnerships with Msft and Vmware are real no matter how many times a day someone posts that they are not real.
S3D is a real business going through a real transition competing in a white-hot, intensely competitive space... within that space two multi-billion dollar players, each going through their own significant transitions, have vetted s3d products and chose to partner with... hmm... jmo... glta...
Excellent post. Thanks for taking the time.
S3D a brief history...
When S3D went public in 2012 the plan was very different... I don't think the company fully realized what it had... the goals, objectives, timeframes were all compressed relative to where S3D is today... over time the company has realized the role that glassware can play in the new computing paradigm and the company has adjusted its plans accordingly...
2013 was a year of discovery during which management began to understand the full implications of its intellectual property...
2014 was a year of mergers and acquisitions as 4 companies were rolled into 1... merging one company into one is complicated and time consuming... merging 4 in a time span of a year is actually quite an accomplishment...
2015 was a year of modifying the product line... culling the old and outdated... developing the new... completing the platform... this is essential work akin to building the foundation... it doesn't show immediate results, but the building collapses if you don't take the time to build it correctly...
From a business perspective it is not the least bit surprising to see revenues fall during a transitional phase such as this... while some want you to believe the decline will continue... it will not...
2016 is a year for bringing on the early adopters of s3d technology... it is already going well... adopters are arriving now and jumping on board... eventually this will be reflected in revenues... and further down the road the early adopters will carry s3d across the chasm as adoption of the technology becomes main stream...
Revenue in 2016 will stabilize and then begin to climb... revenue will come through partnerships (such as msft and vmaware) and the re-invigorating the old channel partners one-by-one as is already occurring... while revenue growth will be modest enough early... it will continue to build and accelerate...
2017 will be the year the chasm is crossed imo... and s3d becomes a significant player in the brave new world of cloud computing... revenues are likely to explode in 2017... jmo... glta...
Excellent post... couldn't agree more...
When S3D went public as a reverse mining merger at the end of 2012 it probably was a screaming short with plenty of red flags... a Canadien reverse mining merger alone is a red flag... trading on the tsxv didn't help either... I understand how the short story was born... S3D is now a ludicrous short play imo... best of luck to those who wish to play with fire... be my merry guest... and have at it...
Totally agree.
12 of prior 13 posts were from posters with a negative viewpoint... yours being the lone exception... so you are correct... negative rhetoric meter is hot, hot, hot...
How can Novarad, Microsoft and Vmware have gotten it so wrong? Oh, that's right they didn't.
Neither did Ericsson, Nvidia... and much, much more to come... jmo... glta...
A most insightful analogy ... imo... looks to me as though you posted it fine, but then I too am old and my eyesight may be failing... or has the work become blurrier... I can't remember which it is...
Paradigm shifting, disruptive technology is often disbelieved... early adopters remain the key and they are now gravitating to s3d... early adopters will carry us across the chasm... paradigm shifts are always ludicrous before they are obvious... jmo... glta...
Agree... a very reliable indicator
Your untiring efforts are laudable Donk... you are a man of greater patience than ... the bear argument in one of its current evolutions appears to be just, just, just... fortunately it is now just a matter of time until this nonsense is put to rest... JUST my opinion... glta...
Every time good news comes the negative historians roll in like an invading force to the message board. Their increased activity is NOT a sign that the company is in trouble... quite the contrary... jmo... glta...
From a business development perspective it's been another excellent week for s3d... great week of affirmation with Novarad at healthcare conference... strong signs that reseller network/channel partners being rebuilt with new product line after years of neglect... I wouldn't underestimate Stoney Hall... Horizon 7 is launched... it's really been a very good week for long horizon investors... jmo... glta...
How about that? Answers are right there... who'd a thunk it... thanks Donk for an excellent post!
Thanks much for providing honest and straightforward feedback.
Excellent and informative post. Thanks for taking the time. I too heard Novarad/S3D event was a success, drawing a lot of interest...
Agreed AKB...
Mark Watts, VP - Novarad on Glassware
"Its really about the ease of deployment and the ease of maintenance... I've seen deployments actually go live in six hours... I've seen the virtualization of software that I thought personally was a moonshot, was something that would be very difficult for them to execute on... and have been extremely satisfied with the results."
Well said.
...a battle is underway... there are some who do not wish to see this hit $2 and break above that psychological barrier... jmo... glta...
I don't "criminalize" or "remove" posts... for a very long time you have assumed that if you don't know the answer the answer is unknowable to those who post here... you are entitled to your assumptions... best of luck to you...
The explosion in volume today... sans an obvious catalyst... is quite intriguing... jmo... glta...
The answers you seek will not be found on a public message board. What happens here is discussion. It is not DD.
It's remarkable how little you and your cohort think of longs who see a different picture, a more optimistic one, than the one you paint.
Your post assumes we have not done our DD and that our questions have gone unanswered. Quite to the contrary, myself and others have completed a truly remarkable level of DD, know quite a lot about what is going on, and are satisfied with the answers we've received.
We are not pleased with the companies missteps and elongated timelines, but we also see what management has done well. In that way I do believe our view is balanced and grounded. Time will determine which perspectives are most accurate.... jmo.... glta...
Vaporware... Bankrupt... getting more difficult to make legitimate arguments... pulling out the big, scary words in hopes of frightening off the under informed...
I really don't blame anyone for their doubts... this has been something like riding a raft on a meandering river... the path has certainly not been straight and narrow... there have been course corrections, delays and so on... not actually unusual for such a technology that is ultimately going to be transformative... imo... but such things can and do understandably create doubt...
Common's take on what happened with CCPS is spot on... one may interpret that as a positive or a negative or as currently indeterminate... I would categorize it as indeterminate at this point whereas New Caney is more positive...
When S3D was formed the company had a much smaller vision for what was possible... since then that vision has gone through several re-sizings and with those the path to monetization has changed... unfortunately for some retail investors this has meant timeframes have been elongated... it is what it is... the company has finally begun to gain some much needed traction... I am personally looking to q2'16 for clear indication of revenue ramp... I am feeling very confident about the future of this little entity and added a few more shares to my retirement portfolio this month when prices dipped... jmo... glta...
"That isn't fair to those longs or new investors conducting their DD."
LOL... is there some kind of "fairness" vetting my future posts should go through... and are you the chair of the "fairness" vetting committee...
Most of the longs that I know who are indeed doing their own DD would likely agree with the statements I made in that post... of course, as you say... all of us (whether short, long or traders) are entitled to our own opinions and a message board is a place where those can be posted for whatever they are worth... and most message board opinions are not worth much... imo...
I will leave it to each individual reader to determine for themselves as to who is being fair or unfair in their representations of S3D...
As for MSFT vetting glassware... I stand by that statement 100% right along with the statements I made in the post you reference today... there is a lot going on with S3D... and the majority of it is good, very good... jmo... glta...
Thanks for the update/clarification Common... and if I may point out... once again the essential need of bears to look backwards right now in order to avoid what is current, front and center... S3d's products enhance both Azure Stack and Horizon 7 two of the most anticipated hybrid cloud offerings... the BASF of IT is hot, hot, hot... forcing the bears to look backward to Chesterfield County Public Schools... and even then they have to misrepresent the story to get it to fit the storyline... jmo... glta...
Fascinating to watch the bears try and take the conversation backward pointing to a historical point in time and making an attempt to introduce the "B" word (bankrupt) into the conversation in the same month in which glassware is demonstrated for MSFT sales folk to enhance Azure stack and in which S3D is highlighted to be a key partner in the launch of VMware's Horizon 7. Two highly anticipated hybrid cloud offerings with S3D connections is simply amazing for a nanocap. So with that as the present backdrop, it is no wonder that bears are forced to return to their history books to find something askew way back when... the "fact" regarding V3 is that it was indeed purchased by S3D and now is a significant and valued piece of its own hyper-converged offerings... whether it was purchased to avoid calamity and just in the nick of time... or purchased because it was extremely valuable and perhaps on sale because it was in trouble financially... or both... or other... hardly matters now... that was a historical event... while Msft and VMware are current events... jmo... glta...
You are correct.... speed, simplicity, cost savings... the oil as it were in the engine, which makes and keeps everything running smoothly... in a word... efficiencies can be highly disruptive... glassware will be highly disruptive.... imo... glta...
"The first time we saw our products run on Glassware 2.0 we were sold."
Really difficult to misinterpret that without an unabridged agenda. Thanks for your post common. And for keeping the discussion grounded in reality.
You are correct. The task at hand remains the recruitment of early adopters who will carry s3d to a tipping point. Progress is being made.
A remarkable commitment to a series of "non events"... I tend not to give ANY of my time or attention to optional non events... these are quickly relegated to the realm of background noise... but hey maybe that's just me...
You nailed it Z...
Ericsson partnership remains very much in play and will monetize in earnest in 2017 imo... many developments slowed to a crawl in 2015 as resources shifted to Msft... those who anticipate a continuation of declining revenues moving forward will be sorely disappointed imo... the last two years have witnessed the restructuring/repositioning of the product line... moving away from the old, declining tape storage business and entering the hyperconverged and containerization sectors... we are at the beginning of revenue build in the new sectors... jmo... glta...
Excellent post. Spot on.
Of course there will also be customers who directly purchase glassware through s3d as well...