mezzo mezzo
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Low OS 11,64M // Float 10,98M
http://finance.yahoo.com/q/ks?s=OPTT+Key+Statistics
Today´s Massmedia: Zacks BUY#2 Ranking and from "shorty burns" The Street a "Sell" Recomm which is a positive sign
How To Deal With The Scary 1929 Parallel Chart:
Fear Can Be Tamed With Contingency Planning
Investment fear can be tamed once you develop a game plan for worst-case scenarios. Therefore, let’s assume a 1929-style crash is coming sometime in the not too distant future, which will allow us to explore one of the worst stock market cases in history. The assumption does not mean we believe a crash is imminent; we are simply saying it never hurts to be prepared.
CHARTS and FULL Article:
http://ciovaccocapital.com/wordpress/index.php/stock-market-us/how-to-deal-with-the-scary-1929-parallel-chart/
nope. worth a read Ben's crashprevention - US bankingsystem got supported by Fed with twice the US GDP (30.000 Billions for banks inside the US; 11trillions went abroad)
http://www.levyinstitute.org/pubs/wp_698.pdf
double bottom on alltime low @3.00
BODY is on watch again!
Yellen Promises New Rules Governing Banks’ Commodities Activity / Translation: The only Rigger will be the Fed
http://mobile.businessweek.com/news/2014-02-11/yellen-promises-new-rules-governing-banks-commodities-activity
in this special case shorts are good and essential for the further rise. after $OPTT hit mainstream media
all shorts can do is to cover lol
http://finance.yahoo.com/news/lockheed-set-green-203007466.html
http://mobile.bloomberg.com/news/2014-02-11/lockheed-and-ocean-power-plan-world-s-biggest-wave-energy-plant.html?cmpid=yhoo
good call though!
yup absolutely. and yes, holding shares, averaged up last friday
Q: What about the recent reports that JPMorgan might own a record amount of physical silver?
J.E.:That is an interesting story because we believe that JPMorgan is likely the main entity that has suppressed the silver price in the paper market. But now we are hearing that they may have accumulated a large position in the physical metal. To be honest, it is hard to know what to make of it.
The silver price is grotesquely undervalued so I have to congratulate JP Morgan if they are clever enough to sell paper and buy real silver. Before this is over, there is probably going to be a ‘force majeure’ in the paper market because there are so many claims to such a small amount of silver. If that were to occur, people who owned the metal or even exchange-traded products that have a real claim to the metal would be the big winners.
When this comes to light, I think the upside to the silver price will be incredible. My colleague Eric Sprott and I think that within a reasonable timeframe silver will probably trade over 100 dollars – a big move from its current price of 20 dollars an ounce.
http://www.investing.com/analysis/silver-to-$100-in-'reasonable-timeframe'-202186
any mo players warming up in the darkness?
$3.52 thx
no prob. and yes, I'm holding some optt since tdy's open lol
oh boy $1.35 ...breakout before earnings?
dunno where this will end up to but this is the 3rd day in a row YOD tradingvolume is about +7000 % above its average 6month volume....and you'd better know what u own (nasdaq)
thx for posting. good article!
lunchbreak is over...MM get busy
this streaming model what they have (SAND with other miners) is real interesting.SAND:RGLD and FNV start kickin'
yes, if history repeats that is a wise decison. but until then...JOEZ is scratching the 200 day moving average right now
I'm curious what will happen this time lol ...spikyspikyspiking?
hey, hurry up! day after tmrw joez plans to hold their CC (thursday feb13 at 4:30 pm eastern) to discuss financial results of Q4 and fiscal year ended nov.30 13. excepts filing of form 10-k prior the call.
what goes on here? steady rise
massive volume floating in again. algos love YOD as well lol
Inquiring minds note a huge discrepancy between Gallup measured unemployment and BLS reported unemployment.
Gallup says "Because results are not seasonally adjusted, they are not directly comparable to numbers reported by the U.S. Bureau of Labor Statistics, which are based on workers 16 and older. Margin of error is ±1 percentage point."
However, the BLS maintains both seasonally-adjusted data and non-adjusted data. Gallup data is comparable (or at least should be) to BLS unadjusted data.
Unemployment Rate comparison
BLS: 7.0%
Gallup: 8.9%
The non-seasonally adjusted Civilian Labor Force is 154.381 million. Thus, the 1.9 percentage point difference in the unemployment rate equates to about 2.93 million employees.
Something is wrong with at least one of the above data series.
Read more at http://globaleconomicanalysis.blogspot.com/#qY4voYZWr13s6aFz.99
you are soooo right hehe
no worries, don't be scared
enjoy
there you go, $4 is near. congratz to all true longs...and this is just the beginning. 2014 is the year!
You On Demand (NASDAQ: YOD) is the only company to have been granted a national Pay-per-view (PPV) and Video-on-demand (VOD) license in China. The issuing entity is CCTV-6/CHC, the Chinese Government channel dedicated to movies. This license has roughly 17.5 years left until renewal. This license is exclusive - it is very easy to understand the Chinese government not wanting to give control over content distribution to larger firms. Therefore, it seems unlikely many other entrants will emerge, and even less likely a market ready platform will present as a competitor.
For many years, Hollywood has sought a way to enter its catalog of movies into China, while not falling prey to piracy. Thus far, this has been a losing proposition. This is where YOD comes along. With the strength of the national PPV/VOD license, YOD has inked revenue-sharing agreements to distribute the content of most major US studios. These include Paramount, Warner Bros., Disney, NBC-Universal, Miramax, Lions Gate, and Magnolia Pictures. Sony and Fox are the two remaining majors, but these should be expected to sign favorably with YOD as there really is no other choice.
YOD has also gained distribution rights for Chinese domestic content through the partnership with CCTV-6/CHC.
According to the company's presentation, the Chinese spent $6 billion on pirated DVDs in 2010. YOD is pricing their VOD/PPV in-line with the cost of pirated DVDs. At this cost level, it is easy to see how at least some people will choose to simply click their remote button for a high-quality PPV/VOD rental instead of picking up a pirated DVD on the street.
OPPORTUNITY: CABLE
The United States has roughly 100 million cable households, and is saturated or shrinking. By the end of 2012, that same number was over 200 million in China, of which ~143 million had been converted to digital cable. Of that, 70 million households are covered by bi-directional cable networks, which is required for PPV and VOD. (Source)
Enter YOD. The company has revenue-sharing distribution agreements in place covering 18.2 million cable households, and an additional 1.5 million IPTV (Internet protocol TV, i.e. similar to Verizon FiOS). Combined, between 5 - 5.5 million have converted to 2-way digital cable.
To put this number in context, as of 2012, Time Warner Cable had 12.2 million subscribers, and Cablevision had 3.2 million. (Source) This means YOD has an immediately addressable base as large, or larger, than major US cable companies that have little future growth prospects. YOD subscriber base potential is expected to grow quickly from the 18.2 million current number.
OPPORTUNITY: MOBILE
According to market research firm IDC, China's smartphone market is now the world's largest, with 2014 shipments projected to be 450 million units.
In the last few months, YOD signed an agreement with smartphone maker, Huawei, the number three largest OEM manufacturer globally. (Source)
The disclosed terms of the agreement are such that Huawei will pre-load the YOD app on to one of their phones that will now be branded as a "movie-phone." YOD receives a fee for every phone activation, as well as the normal revenue-share agreement arrangement for videos accessed through the app.
Further, as the Huawei deal is non-exclusive, company commentary has made it clear they are very much engaged in discussions with other device makers / OEMs. I would not be surprised if we got further announcements for similar deals in the not-too-distant future.
The sheer size of the mobile market in China is obviously tremendous, making projected numbers almost meaningless. Enter: C-MEDIA
C-MEDIA: The Strategic Investor
In the last few days it was announced that C-Media completed phase 2 of its strategic investment in YOD, to the tune of $19 million, almost twice what was originally envisioned. The implications for YOD will be discussed next, but first, about the strategic.
According to YOD, C-Media is a private company, in China, that specializes in short-form mobile video (think music videos, vines, user generated videos, etc), that went from zero revenue 2 years ago to over $100 million in revenues last year. They were also ranked 3rd and 6th in Deloitte Technology's China Fast50TM and Fast500TM lists, respectively, for 2012. C-Media helped YOD finish the Huawei app, and is seemingly very excited about mobile possibilities in general.
The CEO of C-Media is also now Executive Chairman of YOD, while Shane McMahon continues as Chairman and Principal Executive Officer. This structure essentially guarantees C-Media will be operating closely with YOD for the foreseeable future
PRO FORMA CAP STRUCTURE, OWNERSHIP, and CASH
The implications of this strategic investment are enormous for YOD. According to the last financials, in the first 9 months of 2013, YOD had a cash burn rate of roughly $650k / month. Now, this was during the launch (02/13) and subsequent heavy promotional activity of their offering, so the current cash burn is likely less. But, let us assume that same cash burn: 19m / 650k = ~2.5 years of fully-funded run-way. I cannot make this point clearer - this is 2.5 years of cash, given at a time when the product has already launched, when the mobile app is live, and promotional activity has already passed. This assumes no revenues generated going forward. TWO AND A HALF YEARS (though likely a fair bit more).
READ MORE ON S.A.:
http://seekingalpha.com/article/2004371-you-on-demand-the-netflix-of-china?source=nasdaq
yup: Currently, there are only two analysts covering Joe's Jeans and they are calling for an average loss of a $.02 per share. One analyst has breakeven expectations while the other sees a loss of $.04 per share. These results will be a true test for Joe's Jeans and will reveal the possible strength behind Hudson. Just last April, Joe's Jeans traded at over $2.00 per share. In July 2013, Joes was trading at $1.86 when it announced not only its second quarter earnings but an acquisition with Hudson Jeans. While Joe's did post positive earnings of $.02 cents, analysts were expecting $.03. Additionally, revenues were down slightly and same store sales slipped by 6%. In the following months, the stock saw lows of just over $1.00 per share. In October, Joe's finalized the deal with Hudson and announced its third quarter earnings. Joe's Jeans' third quarter resulted in a loss of $240,000, mainly because of the charges related to the costs associated with the acquisition of Hudson. Since then, the stock has risen from $1.03 to $1.25 with no significant news. The anticipation of the performance of the Hudson Jeans brand under the watch of Joe's just may have given shares a favorable boost.
The blend of these two fashion forward premium jean companies seems compelling. With the ability to cut production and marketing costs the future seems bright. Hamish Sandhu, Chief Finanical Officer, was quoted as saying,
"Going to an overview of two main denim brands, how they're different, how they are similar. So we have $200 million in revenue, as you can see the Hudson brand has grown from $65 million all the way up to $80 million over the last three years; the Joe's brand has grown from $95 million to $122 million over the last three years. So these brands are growing, we expect them to continue to grow."
As you can see, the Joe's and Hudson brands are relatively healthy and arguably pretty strong. Positive news could result in a nice surge in shares for investors. In the last six months, Joe's has traded between $1.05 and $1.30. On February 17, Joe's Jeans closed at $1.23. This current price per share gives Joe's a market cap of only $83 million. Given the fact that they are currently bringing in $200 million in revenue, itseems like a great entry point and makes shares relatively inexpensive. Shares become even more of a bargain if you believe in Joe's Jeans' future and ability to continue the dramatic growth as well as bring in profits.
There is no denying that Joe's Jeans has had a volatile history with its earnings reports. Needless to say, this is a critical report from Joe's Jeans. Investors should be prepared for a double digit % swing in stock price in either direction. After taking a quarter off because of the cost related to the Hudson acquisition, it will be interesting to see if Joe's Jeans can get back to its streak of posting a profit. Both Joe's and Hudson have been growing sales for years and the analysts seem to have low expectations. Hudson certainly has the ability to really surprise investors on this report and it just may be worth the gamble to see if shares of Joe's Jeans fit in your portfolio.
READ MORE on SA:
http://seekingalpha.com/article/2006931-take-a-look-at-joes-jeans-before-earnings?source=nasdaq
well then...time will come and they get squeeeeeeeeeezed. eat my shorts, shorts lol
yes, concured, same opinion. btw I'm here for about a year since the dip around 1.53 and traded YOD in the 5 range earlier. was always a believer in the "chinese you tube" lol. this is going to be big impo. glty
okay 8K: YOU On Demand Holdings, Inc. entered into a Series E Preferred Stock Purchase Agreement with C Media Limited. YOD issued to the C-Media an aggregate of 14,285,714 shares of Series E Convertible Preferred Stock of the Company (the "Series E Preferred Stock") for $1.75 per share, or a total purchase price of $25 million. Among the 14,285,714 shares of Series E Preferred Stock issued to the Investors, (i) 1,142,857 shares were issued upon the conversion of that certain convertible note issued to C Media in principal amount of $2,000,000,
(ii) 10,857,143 shares were issued for an aggregate purchase price of $19 million, and (iii) 2,285,714 shares were issued upon the conversion of 2,285,714 shares of Series D 4% Convertible Preferred Stock, par value $0.001 per share ("Series D Preferred Stock") held by C Media, which constitute all of the issued and outstanding shares of Series D Preferred Stock, into the Series E Preferred Stock pursuant to the Purchase Agreement.
In connection with the above transaction (the "Series E Financing"), the Company is obligated to file one or more registration statements with the U.S. Securities and Exchange Commission (the "Commission") to register the Registrable Securities, as defined in the Purchase Agreement. The Company agreed to use its reasonable best efforts to cause each registration statement to become effective as soon as practicable. If the first registration statement is not effective by June 30, 2014 if subject to review by the Commission, or within 45 days of filing with the Commission if not subject to review, the Company will be obligated to pay to the Investors, pro rata based on the proportion of the total purchase price paid by each Investor in an aggregate amount equal to 1% of the purchase price paid by the Investors for each 30-day period or pro rata for any portion thereof following June 30, 2014 until the registration statement is declared effective; provided, however, that in no event should the aggregate amount of payments relating to a delay in registration exceed, in the aggregate, 10% of the total purchase price paid by the Investors. If the Commission, by written or oral comment or otherwise, limits the Company's ability to file, or prohibits or delays the filing of, a registration statement with respect to any or all of the Registrable Securities which were not included in the first registration statement or any subsequent registration statement because of a Registration Cap, as defined in the Purchase Agreement, it will not be deemed to be a breach or default by the Company under the Purchase Agreement of its obligations.
http://biz.yahoo.com/e/140206/yod8-k.html
nice article. massive volume on fridays last trading hours. exciting weeks ahead!
yeah I heard that too
haha, okay. give it a chance (being already in a good champus mood lol)
+3.5% not bad for the beginning
huh? ur late, I'm already cracking open the bubbly...
I'm waiting! If i take our IBC alloyed F35 you gonna make it for dinner (at 8pm which is in 3hrs CET)
just u and me, and this for more than a year. how romantic. lol
I'm already in champagne...different time zone
BOOST lionsgate yes