Ok, I probably phrased that incorrectly. No doubt its legit but why no PR on it and when are we going to get that PR? Whats holding that back?
Again if anyone could find out from PB or any other sources what the delay in that particular PR is about as that would seriously hurt the shorts if they could come out with something.

Z, yes I am surprised no one else on this board seems to be talking about this point. For me its a massive game changer. Most likely legit as I doubt PB would post something like that as a fake but its strange that we have had radio silence since then. Could it be that Dell have an existing contract with someone else and have to see their way out of it first?
Regardless, any PR on this would seriously help.

Guys, is anyone here in regular contact with PB via twitter? If so, could anyone contact him and try to find out more detail on that pic he posted a few months back with the glassware logo on a Dell server? My question is, is it legit? If so why have there been zero announcements on it? Whats holding an announcement back?
If you recall that pic triggered a massive squeeze back in November ... and I am sure all of you agree we could do with some amo to fight the shorts right now.
Any help greatly appreciated - I am not on twitter.

TTommy, I agree with you. I am also getting bored of the "great opportunity to buy shares right here" and all these posts that use analogies of driving in traffic or growing a plant or whatever. I dont however doubt that this technology is great and I am still long in good size ... my biggest concern is that the big players have something that can replicate what this technology can do. I would welcome/greatly appreciate if anyone on this board can show/prove that this is not the case. That would remove one major concern for me.

LOL.
give up this board and become a comedian.
so you know the trading portfolios of the "salesforce" now?

so by your logic, every salesman out there selling something should have shares in the underlying stock of the company they sell for??
very strange logic ....

ah so i can just call etrade? ouch ... i should have done that. will try my luck tmrw.
thanks dough

dont know whether to laugh or cry ... i have been long for over a year now ... tried to put in a buy order at 5.36 but got DKD by Etrade ... happy we are up but sucks we can't buy any. This stock will rip now.

Giovanni, it is important to note that there are only 4 embedded OEM partnerships with Microsoft that have been publicly released. They include Dell, Avnet, Bsquare and Sphere 3D. This is certainly a validation that institutional investors would be looking for. Also hearing there is a new big buyer on board. Too much short interest that needs to be covered too.
So cover your short would be my advise to you.

great post

Pontoon, for a 2yr rookie investor, I think thats a remarkably mature view on investing. You will go far with that approach. Make sure you have a wide range of investments from high risk to low risk, high yield to high growth. Be prepared to ride the volatility but trust your judgement. Hopefully this one and the "other" will be home runs down the line. May require some patience though.

Outstanding post Mike, I agree with you 100% about the technicals and the negativity. A huge buyout candidate for sure given its uniqueness within the industry. Long and strong.

Nice work Struft!

second that ... wild predictions add zero value and just a waste of time ...

no it just means that the stock has become very difficult to short ... that said ... they SHOULD cover if they are smart.

Streaming, 100% correct. Month-end Russell rebalancing. Happens all the time. Will correct back on Monday.

If you read between the lines ...
China certainly provides the next or most likely immediate source of revenue
The Chinese have indicated a preference for dealing with Henry
This may be because Joe was called for insider trading albeit a very long time ago.
Co wants to keep Joe due to his valuable contribution to the business but not in the role that will deal directly with the Chinese.

Doc, that would be nice ... i have experienced it before from 97 cents ... it started as a slow ascension then picked up steam ... was awesome.

agreed ... good post.

Great post Silverline. Please keep posting. We need you on this site to keep us all sane.

Hi Mens, yes JPM, glad to be out of there though. $15 was not a number i scientifically came up with ... and its probably irresponsible to throw figures around like that but it certainly is possible if the merged company executes like its set up to do. Thinly traded stock and we saw it rally from $7 to around $11 in no time in June. This selloff is tough to bear but I expect those who held on to be rewarded. Just like XXII end of last year faded to below $1 before rallying hard. I have faith in Scott and his crew. Research like I have never seen before.

Giovanni, i believe they are in a lock down period where they can't comment on anything or disclose anything until the merger announcement for fear of jeapordizing it. Similar situation to XXII lockdown pre-MSA announcement.
Its natural to get frustrated and lose focus on a day like this ... a few months like this. Believe me i feel pain too on this one but unless this is a massive scam (which i highly doubt) we are onto something big . The research is there, very methodically put together. IF all that is BS then HTFBS guys should write conspiracy novels instead and they would make a lot more money than they are from the subscriber base. We also know they are not pump and dump merchants as they stick to their calls and are not churning over one stock after another.
Stocks like this that trade then are vulnerable to short sellers ... we know that too. If the volume today had been massive, I would be really concerned ... but its light ...
Talk to me in March when this stock is $15 ... while i am taking some pain now ... for me it would be much more painful if i sold out and saw it fly to $15.
Long and strong

i hear you ... but just close your eyes and buy. Its way oversold and there is merger news around the corner. This stock is volatile ... you know it, I know it ... but we have to believe in the technology otherwise we wouldn't be here.
It is painful to watch though i agree ... i have 63k shares.

please excuse my ignorance but who is michael keen?

Excellent summary. Thank you very much for putting that together Zed.

Having been through this process many times, I can tell you that I would be very surprised if Bonnie initiates with a "neutral" rating. Why would Wells Fargo go through the trouble of hosting this call, getting investors warm only to issue a wet blanket? I believe also that when she does initiate - which can't be far off and highly likely would be with an "outperform" or "buy" rating - institutional investors will flock to this stock. I remember when Japans top ranked tobacco analyst turned bullish on Japan Tobacco back in 2006. The stock tripled in no time.
Yet another catalyst to look forward to.
IMO with all the potential catalysts out there risk vs reward on this stock is very favourable and a rare opportunity at current levels.

Tom, it doesnt work like that. If she is the tobacco analyst she would be responsible for the rating if she were to initiate. She is not allowed to comment until then though.

TomBrady12nh, firstly good thinking to contact Bonnie and thanks for being proactive. My best guess is that she/Wells Fargo are in the process of initiating coverage of the stock and therefore can't say anything right now due to compliance regulations. A conference call like that would be common practice to warm the appetite of institutional clients and to get some feedback ahead of an initiation. The fact that they don't cover the stock right now should be no surprise to investors though as we would have known all about it if they did. As far as we know only Chardan covers it.

Revenues are not far away. Cigs are being distributed in those smoker friendly stores and I am anticipating some big news out of China soon. Read the transcript on the Crede private placement. Lion tact may have an agenda but at the same time I agree its good to hear the other side ... keeps us longs a bit more balanced.

my truck is so loaded ... i have 100k shares ... would add more at 2.50 as it would be hard to resist. i had 130k shs at 97 cents at the beginning of the year. Everyone has their own levels. I suggest you choose your own.

yes, true Brooklyn. This might take time but I see it grinding steadily higher over the next few months ... which is what I prefer to be honest. I too am a little surprised it hasn't already started its upward trajectory yet as I believe its a steal at current levels. May be a last attempt by shorts to squeeze something out of this before moving on to other pastures. If this stock got down to 2.50 I would load up the truck.

You are absolutely right Brooklyn but I think the company is well set to achieve those catalysts that make a stock move higher. I don't give much value to any of those "sell" ratings ... none of those give much weight to fundamentals etc ... if you look at their reasons behind their ratings its very much finger in the wind stuff, almost all technical which imo is irrelevant to small caps like this one.

Thats an excellent summary

Hi Brooklyn, with respect I don't believe it was priced in in this case. I believe the stock fall from around $6.50 was more a result of punters losing faith/patience re: MSA approval and as such moved on to other things. There is not much patience in the small cap world as we have seen with DSNY. I am with Pete on this and believe we will see steady upside from here. I also think the quality of buying will be much better ... i.e. institutions and longer term holders. Risk to the downside is now far more limited too.

Yes ... along with the comment that this will provide sustainable revenue and the fact that no MSA has been granted since 2007 shows what a very big deal this is. I am glad the share price is taking its time to digest this. Opportunity to load up the truck. We are going to $6 in short order. Really a great opportunity for any trader long term or short term to get in.

i won't be selling blocks at 4 ... maybe at 5 or 6 though. I don't consider 5k allotments blocks either especially on days when the stock is trading well over 1mln shares.

i was down 110k at one point on wed ... i put my hand up as one of those who panicked ... i had a chunk on margin and didn't want a nasty margin call. bought back though towards the end of the day and added more thurs ... now i hold more than i did before the carnage! sell low, buy high has cost me a bit ($30k) but i feel a run to $4 is imminent and may load up some more today.

Mike, I have to agree with you here. I think the buying got exhausted near the top and there was some profit taking on light volumes that exasperated the downside. I am still a firm believer in the fundamental story and think this could be a gold mine and game changer for many. We certainly deserve some reward after the month we have just had. We have seen this stock move fast before so a string of positive news items which I think could be close would send us straight back up and beyond.

hahaha ... yep thats out there with the best of them.

James K with respect I know what beta is. I traded $50mln a day for ten years at JPM. By your own admission you say that the stock has only been on the Nasdaq for one month and therefore has not had time to establish a correlation with the market. That in itself tells you it is not high beta at all as per any definition of high beta. You suggest it may have high beta in the future which may or may not become the case but you were talking about today specifically with pre-market indications of weakness and you were talking about ANY being weak because of that.
I fail to see your logic on this at all which is disappointing from you since I had you down as one of the better posters on this board.