get set..
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
LLNW Does NBC pay per click? or a straight fee?
http://tvbythenumbers.com/2008/08/11/nbc-olympics-coverage-nets-143-million-total-in-usa-107-million-on-sunday-alone/4653
NBCOlympics.com on MSN - Aug 13
The Hollywood Reporter is reporting on new stats from Nielson and NBC about NBCOlympics.com. Among the highlights:
Online unique users jumped from 4.2 million on Friday (5.7% of the Olympic audience) to 7.8 million (7.6% of the audience) on Monday.
NBCOlympics.com in the first four days saw 373.9 million page views and 17.7 million video streams, which works out to roughly one video stream per 20 page views. NBC research shows that 40% of NBCOlympics.com users surveyed utilized the VOD to view what they had already seen.
Unique viewers jumped 85% on Monday to 2 million. The increase is tied in part to the at-work audience, which is in front of a computer instead of a TV during the workday.
NBCOlympics.com saw 4.7 million unique visitors on Monday, up from 2.6 million on the opening day.
There were 1.7 million video streams for Sunday night’s U.S.-winning 400-meter freestyle relay race (Michael Phelps’ second gold medal).
http://blog.llnw.com/2008/08/nbcolympicscom_aug13/
Powering the Online Viewing Experience for the 2008 Summer Games
Limelight Networks has been selected to provide live and on-demand video streaming services to NBCOlympics.com on MSN during the network's coverage of the 2008 Beijing Olympics from Beijing, China, 8-24 August.
"This is by far the most ambitious live streaming coverage of an Olympic Games," said Gary Zenkel, President, NBC Olympics. "And we are thrilled to be working with Limelight Networks to deliver unprecedented online video streaming access to the Beijing Olympics."
http://blog.llnw.com/2008/07/powering-the-online-viewing-experience-for-the-2008-summer-games/
I would think that a smooth operation of LimelightSTREAM for the Olympics will be a big feather in LLNW's cap
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
YTEC
everything i have heard is positive
not quite throught the whole conf call
only thing i can think of is the guidance re. profitability on the POS initiative which doesn't get to cashflow breakeven until the second half next year. today's earnings release was actually quite comprehensive and informative
They are getting $12/POS terminal/mo. and over time this fee can rise, but as terminals first come on line there is a curve to get the rev up to $12
The beat vs. estimates may be seen as solely from the sale of a non core asset for a 350K gain, so that maybe someone thinks there was no beat at all and thus no reason to jump on board.
the general tenor of trading in Chinese small caps, is to whack the bids after earnings. it's happened with gigm, fsin, sdth, ytec, cds. actually every chinese ticker i own.
there just isn't the kind of institutional bid support to keep shorts from feasting, & these companies don't have the cash to initiate buybacks.
it's conceivable that a strategy exists to accumulate in front of earnings and then sell news.
i am just conjecturing while i moan and groan to myself
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
INWK short squeeze potential
pasting ti scans
check the stats
Average Volume (3 month): 487,932
Average Volume (10 day): 769,356
Shares Outstanding: 48.51M
Float: 26.58M
% Held by Insiders1: 68.97%
% Held by Institutions1: 85.20%
Shares Short (as of 28-Jul-08): 11.19M
Short Ratio (as of 28-Jul-08): 34.8
Short % of Float (as of 28-Jul-08): 41.80%
Shares Short (prior month)3: 11.74M
http://finance.yahoo.com/q/ks?s=INWK
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
YTEC briefing note 7:02AM Yucheng Technologies beats by $0.02, beats on revs; guides FY08 revs above consensus (YTEC) 14.23 : Reports Q2 (Jun) earnings of $0.15 per share, excluding non-recurring items, $0.02 better than the First Call consensus of $0.13; revenues rose 139.8% year/year to $25 mln vs the $19.6 mln consensus. Co issues upside guidance for FY08, sees FY08 revs of $88 mln vs. $83.51 mln consensus.
Yucheng Technologies Reports Unaudited Financial Results for the Three-Month Period Ended June 30, 2008
Monday August 18, 7:00 am ET
http://biz.yahoo.com/prnews/080818/cnm022.html?.v=42
Link to this morning's conf. call:
The record of this call will be accessible and downloadable http://www.intercallapac.com/ftp/conf58449239.zip for 48 hours starting two hours after the end of the call. The record will also be accessible on Yucheng's website at http://www.yuchengtech.com/english/front/main17.jsp?path=1766%3E1770 .
VISN key points of Q208 conf call
http://www.cnanalyst.com/2008/07/key-points-of-v.html
background info from ipo
http://seekingalpha.com/article/56065-china-ipo-visionchina-media
PAET
CDNS
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
gapper pick: VISN... make that APP
that susan is always poaching my plays LOL
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
VISN secondary priced at 16
http://www.tradethenews.com/stock-news/Technology/Visionchina-Media-Inc/VISN/446029
offering must be done
VISN have been buying for a couple of weeks
digital signage in public spaces in China
co. growing like a weed
they announced a secondary which gave the shorts a lot of ammunition
one of the large institutional holders has pulled out of the secondary, evidently unwilling to release shares below 20..
i think VISN is a no brainer and it's not like the company is diluting. most of the shares being sold are not "new", but will come into the float from institutional holders who are taking some kind of liquidity event.
Since the filing on August 7, 2008 by VisionChina of Amendment No. 1 to the Registration Statement on Form F-1 (File No. 333-152726), or the Registration Statement, to which this offering and communication relates, certain changes have occurred with respect to the information under the heading “Principal and Selling Shareholders” in the Registration Statement. The principal changes are as follows (in each case not taking into consideration the underwriters’ option to purchase additional ADSs):
• The aggregate of 2,208,614 Common Shares offered by OZ Master Fund, Ltd., OZ Asia Master Fund, Ltd. and OZ Global Special Investments Master Fund, LP (together, the “OZ Funds”), have been removed from the table under the heading “Principal and Selling Shareholders” in the Registration Statement.
• The aggregate of 896,618 Common Shares offered by GSPS Asia Limited have been removed from the table under the heading “Principal and Selling Shareholders” in the Registration Statement.
• The aggregate of 204,900 Common Shares offered by Milestone Mobile TV Media Holdings IV Limited have been removed from the table under the heading “Principal and Selling Shareholders” in the Registration Statement.
• An additional 810,132 Common Shares are now being offered for sale by Massive Sheen Investments Limited, in addition to the 1,102,661 Common Shares previously listed in the Registration Statement as being offered for sale by Massive Sheen Investments Limited.
In addition, each of the OZ Funds and GSPS Asia Limited has agreed for a period of 30 days after the date of the prospectus not to sell, transfer or otherwise dispose of any of VisionChina’s Common Shares or ADSs.
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=5837150
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
SDTH double?
"One more Chinese name that could jump 100% or even more is Shengdatech (SDTH). Shengdatech makes nano-precipitated calcium carbonate, or NPCC, which has special physical and chemical properties that helps to increase strength in products such as tires, polyvinyl chloride, paints, paper, rubber, latex, plastics polyethylene and polypropylene products. The company also sells coal-based chemical products such as fertilizers and pesticides to plants and farmers.
Demand for NPCC is growing at double-digit rates, and the company controls 10% of the market share. In June, the company invested $56 million to build a new NPCC production facility that will have a capacity of 120,000 metric tons. Shengdatech plans to expand its total annual production of NPCC to 310,000 metric tons by the end of 2009. This is sharply up from April's capacity of 190,000 metric ton.
Recently, the company acquired a Chinese nitrogenous fertilizer company. Management said that if current market demand doesn't change, it sees the new company going fully operational by next year and yielding annual sales of around three times of the company's current chemical business. These are the type of acquisitions shareholders should get excited about.
The company has $18 million in cash on the books and zero debt. The stock trades at a forward P/E ratio of 11 and generates an EBITDA of $34.87 million. Around 14% of the 33-million-share float is sold short. I believe the bears are again leaning on the wrong Chinese stock at the wrong time. Look to buy this stock on any dip. "
http://www.stockpickr.com/problog/856/
gapper pick: FTEK hodeod
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
CORNELL/YORKVILLE is balking at any payoff and collecting liquidated damages monthly...
supposedly lawyers are involved but we are in the dark as to any progress
i don't think a vulture investor should be allowed to kill a company when they have the assets to pay off indebtedness
i wrote the SEC but heard nothing back
BDI baltic dry index... thx very very interesting
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
PCU and FCX are the big gorillas domiciled in U.S.
BHP and RTP are large foreign players with big copper interests
BHP is #2 behind Chile's CODELCO and RTP has a JV with CODELCO
JJC is an etf that is based on copper futures; i don't know how it works
Chile is the world's largest producer
any more info and i'll have to send you a bill :)
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
PCU bounce time
i bought a set of Sep 25 calls today
PCU bounce time
i bought a set of Sep 25 calls today
webcast on Wed 8/12
B.RILEY & CO.
2nd Annual Cash Rich Tech Stock (CRTS) III Conference
Le Meridien, San Francisco
August 12, 2008
Aug 12 webcast
http://www.wsw.com/webcast/brileyco10/rnin/
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
As the shippers sink, should you jump onboard?
Friday August 8, 1:00 am ET
By Tracey Ryniec
http://biz.yahoo.com/zacks/080808/zacks8271000000commentary.html?.v=1
Joseph Royce, CEO of TBS International
interviewed on Bloomberg TV
August 11, 2008
http://www.irwebpage.com/tbs/bloomberg_aug2008.html
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
Dry Bulk Shippers; big reversal DRYS TBSI EXM GNK EGLE NM
http://www.stockpickr.com/problog/845/
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
http://secfilings.nasdaq.com/filingFrameset.asp?FileName=0001161697%2D08%2D000418%2Etxt&FilePath=%5C2008%5C04%5C18%5C&CoName=TRANSAX+INTERNATIONAL+LTD&FormType=10KSB&RcvdDate=4%2F18%2F2008&pdf=
NOTE 11 - SUBSEQUENT EVENTS
On January 17, 2008, the Company issued 245,098 shares of its common stock upon conversion of 100 shares of Series A preferred stock.
On January 24, 2008, the Company issued 1,388,889 shares of its common stock upon conversion of 250 shares of Series A preferred stock.
On March 4, 2008, the Company issued 1,712,121 shares of its common stock upon conversion of 113 shares of Series A preferred stock.
On April 7, 2008, the Company issued 1,795,455 shares of its common stock upon conversion of 79 shares of Series A preferred stock.
F-32
Will feel a lot better when one of the big contracts gets authorization for a PR and evidence of massive rollout:
"We are very excited to be working with Wireless Ronin," says Steve Langford, president KFC/Taco Bell Canada. "Wireless Ronin's state-of-the-art digital menu board allows us to easily and quickly highlight featured products, specials, and other promotions as well as schedule different menu options specific to certain times of day–all at the touch of a button. Effectively targeting customers at the point where purchase decisions are being made is critical and Wireless Ronin's in-store digital signage is making this easier and affordable."
http://www.qsrmagazine.com/articles/news/story.phtml?id=7108
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
LLNW reports after market close today
FSIN earnings out before tomorrow's open
i did a dangerous thing and doubled up
it is so cheap here i am hoping any bad news is already priced into the stock so there is more upside reward than downside risk on the earnings release
GLBL Q filed last Thursday and way open now for buyback program
watch for steady volume and "floor" signs when stock is under pressure
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
Michael Cox from Piper again was only analyst on the conference call
very easy to listen to a replay:
REPLAY:
A replay of the conference call will be available for 30 days and may be accessed by calling 877-660-6853, or 201-612-7415 for international callers. Please use account #286 and conference ID #293286. An audio archive will also be available on the Company's website at www.caebuilding.com shortly after the call.
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
gapper pick: GIGM earnings out bmo tomorrow
still too cheap
CAEI conference call
was brief and very positive
$400 million in bids made
expecting $100million build in backlog
Doha project monies coming in
If you are unable to participate during the live webcast, the call will be available for replay at http://www.investorcalendar.com/ClientPage.asp?ID=132962 or http://www.investorcalendar.com/
CAEI yeah baby!
UPOD underpromise overdeliver
China Architectural Engineering Announces Sharp Rise for Second Quarter 2008
Monday August 11, 9:00 am ET
Revenues Exceed Prior Guidance as Company Continues Rapid Expansion into International Markets
http://biz.yahoo.com/bw/080811/20080811005637.html?.v=1
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
RNIN PRs and analyst comments
Chrysler LLC Chooses Wireless Ronin's Digital Signage Solution for iShowroom Interactive Program
Monday August 4, 5:00 pm ET
http://biz.yahoo.com/pz/080804/147871.html
Wireless Ronin Implements Digital Signage in State-of-the-Art Cinemagic Theatre
Wednesday August 6, 9:30 am ET
http://biz.yahoo.com/pz/080806/148033.html
Canadian KFC Locations Testing Wireless Ronin's Digital Signage
Thursday August 7, 9:30 am ET
http://biz.yahoo.com/pz/080807/148139.html
comments from Think Panmure from yahoo thread:
Wireless Ronin
Technologies, Inc.
RNIN - $4.54
Buy Price Target: $7.50
RNIN: Chrysler Deal Validates The Value Proposition
And The Company's Ability
THINK ACTION:
We are encouraged by the announcement of a potentially large contract with
Chrysler, which reflects on management's ability to close large deals, in our
opinion. We are impressed that, despite the tough environment for auto
manufacturers, Chrysler has decided to upgrade its digital signage
infrastructure, which we believe is a reflection of the compelling value
proposition of digital signage. We believe that the company has a number of
opportunities in the pipeline, including a "mega-deal" with QSR, that are
moving nicely. We reiterate our Buy rating on RNIN shares ahead of more
projected formal announcements.
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_W/threadview?m=mm&bn=69490&tid=494&mid=494&tof=2&frt=2
Wireless Ronin Reports 2008 Second Quarter Results
Thursday August 7, 4:10 pm ET
Key recent highlights include:
-- Achieves six month year-to-date revenue of $3.5 million, up
nearly 9 percent from 2007
-- Business development efforts result in fifteen new clients
spanning multiple vertical markets
-- New product development yields additional capabilities and
expanded services, scheduled to be introduced in the third quarter
-- Selected by Chrysler LLC for iShowroom interactive program
-- Canadian KFC testing Wireless Ronin's digital signage solutions
-- Continued expansion of relationship with Thomson Reuters
-- Announces key board and management additions
http://biz.yahoo.com/pz/080807/148221.html
rollout of existing customers' displays continues to be anemic imo.
how many screens now with Reuters? how many at end of fiscal year? how many at end of Q1?
1.6mil of rev in Q2 compared to 3.1 in Q207 seems like a step backwards. of course, have they been paid for their Q207 billing?
if these folks run out of cash and have to go to capital markets before achieving positive cash flow it will not be pretty.
have to digest the numbers, check the cash on hand....
evidently Think Panmure is still holding to 7.50 target; see next post
gapper pick: CDS on positive developments discussed in conf call after the close
CDS earnings out; going to gap
conf call after close today
China Direct Reports Record Financial Results for the Second Quarter of 2008
Thursday August 7, 8:30 am ET
- 2nd Quarter revenue reaches a record $77.6 million
- 2nd Quarter net income increases to a record $7.5 million
- Basic Non-GAAP EPS climbs to $0.34 and diluted Non GAAP EPS increases to $0.30
- Basic GAAP EPS rises to $0.29 and diluted GAAP EPS reaches $0.26
- Company to discuss its business outlook for 2008 during today's 4:30 p.m. EDT Conference Call.
http://biz.yahoo.com/prnews/080807/clth045a.html?.v=1
flyonwall reported that they beat on earnings but were light on revs
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
LLNW updated dd
Upgrade to $6 target from Jeffries today
Looking for a Gold Medal Performance. Upgrade to
Buy.
Investment Summary
Limelight's June results could spark a rally. Most customers should be migrated off the infringing architecture, and there could be guidance upside related to the new Olympics contract. Raise ests and target.
http://www.knobias.com/research.pdf?id=13583
Limelight: Jefferies Says AKAM Should Buy LLNW; Sees Earnings Boost On Olympics Deal; Ups Rating To Buy
http://blogs.barrons.com/techtraderdaily/2008/08/06/limelight-jefferies-says-akam-should-buy-llnw-sees-earnings-boost-on-olympics-deal-ups-rating-to-buy/?mod=yahoobarrons
Webcast from Pacific Crest Technology Leadership Forum on 8/4/08
http://www.wsw.com/webcast/pc13/llnw/
Limelight Networks to Provide Content Delivery Services for NBC's Coverage of the Beijing Olympic Games
Tuesday July 29, 10:16 am ET
Limelight's Content Delivery Network To Enable NBC with Live and On-Demand Video Streaming Services During NBC's Coverage of the Beijing Olympics, August 8-24, 2008
http://biz.yahoo.com/prnews/080729/aqtu524.html?.v=20
chart sez a base breakout is looming; earnings out next week so some care is warranted in initiating a position
gapper: SAPE chart play
VRNM news with BP
Verenium shares rocket on BP partnership
By Val Brickates Kennedy, MarketWatch
Last update: 1:22 p.m. EDT Aug. 6, 2008Comments: 1BOSTON (MarketWatch) -- Shares of Verenium Corp. bounded upward by 50% in midday trading, fueled by news that the biotech-based biofuels group has entered into a partnership with U.K.-based energy giant BP Plc to accelerate the commercialization of cellulosic ethanol.
http://www.marketwatch.com/news/story/verenium-shares-rocket-bp-deal/story.aspx?guid=%7BF61614BA%2D50BC%2D41C1%2DA77F%2D821EDE986EAE%
GLBL listened to conf. call
Co. announced a share buyback
cannot start until 48hrs? after filing of the Q
"We... if we could, we would. But, we have to follow our 10-Q. And my experts have been telling me that I can't buy any shares until 48 hours after submission of the 10-Q."
http://seekingalpha.com/article/89322-global-industries-ltd-q2-2008-earnings-call-transcript?source=yahoo&page=5
they really messed up this quarter
Global Industries, Ltd. Announces Results for the Second Quarter of 2008
Monday August 4, 8:05 pm ET
Company Initiates Share Repurchase Program
http://biz.yahoo.com/prnews/080804/lam108.html?.v=101
but selloff way overdone imo
Downtime Disaster For Global Industries
Ruthie Ackerman, 08.05.08, 9:09 PM ET
http://www.forbes.com/2008/08/05/global-industries-oil-markets-equity-cx_ra_0805markets51.html?partner=yahootix
patient players can nibble here
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
gapper: GIGM truly madly deeply oversold
TRADING: "More Signal...less Noise"
LIVING: "One World, One Family, Warm Heart" Dalai Lama
gapper: STEC