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forgot to mention possible first-time rev from SnapCloud in Q3 via Azure where it was offered in July. Not there in Q2. So if I add new rev additions from just these 4 known sources ( HC, Edu, RDX and SC/Az) I think Q3 rev will show a nice sequential increase vs Q2 (min 30%) IMO.
test drive means it's probably free. I donot expect any rev from GW/Az this Q. But I do expect first-time rev from both HC and Edu as well as from RDX, probably a few M each JMO.
I am still holding about 80% of my position and as upbeat about the story of this company and its future as ever. Just not actively participating in the daily exchange here any more after 5 long years and some health problems. That's all. GLTA
nope sorry.
Nice. It went from .35 to .75 just like that. Congrats Tim.
Not sure if I agree with the "put themselves up for sale" part... maybe more reacting to some offer(s) that needs a more well thought response?
Fully agree with that SE. That's the only thing that would make sense to me. Why else in hell would a cash starved startup company with a disruptive tech need a committee for increasing shareholder value? Why else was EK in such a rush to buy 1M more shares? And the Employee Incentive plan that was recently passed...?
SE: EK did acquire about 1M shares recently. But nobody knows how much of his own money he paid for it. When asked if he paid cash for those in the CC, he said yes weakly without saying what he paid. Could it be a few grands or some other ridiculous sum? we don't know. Here is an excerpt from the article:
To be honest I can not see eps better than $5 this year with only 1.87 eps reported in H1. Hope I am wrong.
yeah i have eyed the Feb 2.5s for a long while but they have always been too expensive for me until today. Feels damn good to own the lowest strike for less than $1 with 6 months left to go. Those are my Golden shares so to say, too bad I couldn't buy more...
Glad I could scoop up some Feb 2.5 at 75c near the low of the day. I told a friend, today may be one of the darkest days of ANY. If the stock can close above 3 then to me it means brighter days ahead. As EK said in the CC: let the "fun" part begin . GW "living in Azure"...
>>my error as pointed out....ONLY $3.4 in Revenue per quarter.<<
yes as I indicated in post #31680. Make it $4M in Q4 (an unexpected 10% of the target $40M) with the synergies created by the merger.
any one can tag a price to what an average "site" brings us in terms of GW appliance sales? EK said hundreds to thousands of end use points per site (so avg say 1000 end points per site), each GW box can accommodate about 300- 400 use cases IIRC ...how many boxes @ min $10k each per "site" x 600 sites?
nice recap A&E. In addition to SC and GW appliance both generating rev in Q3, the acquisition of RDX (besides the synergies you indicated) should also add rev and earnings to Q3 and contribute about 4M rev to Q4 rev imo, thus making the 40M rev target for Q4 even more tangible. Today's PR says:
Transaction will be accretive in this quarter for both revenue and gross margin
Short Interest has increased slightly.
Settlement Date Short Interest Avg Daily Share Volume Days To Cover
7/31/2015 2,476,171 264,108 9.375600
7/15/2015 2,425,006 305,122 7.947660
Not only that but IBM wants to get big into the medical imaging biz by buying MRGE. They can use some help by S3D to view all the X-rays Anywhere Anytime on Any device and be able to store and retrieve all those data quickly and cost efficiently... Would not be surprised to hear from IBM pretty soon... but what do I know?
maybe he is alpahskynet lol?
http://www.sweetplatform.com/ibm/two-cloud-companies-that-buffet-may-buy
Umiak: It all depends on the price of the underlying common. I donot expect the time premium of the Mays to be much higher than that of the Febs in the beginning (Sep-Oct) while the intrinsic value would be the same at the same strike. So OTM calls could actually be much less than $2. For example right now the Feb 5 is priced at only 0.60 with the common at 3.95 with about 6 months left. If the May 5 (probably offered in a few weeks) were available now it would probably go for 0.65 max 0.70 imo. The May 7.5 would of course go for much less. So it really depends on what strike you are looking at and how the underlying trades at that time. But volatility could drive the options prices higher, that's true.
yes the Feb options only include the Q3 results and maybe guidance/expectations re. Q4. You may be better off targeting the May options which include not only the full 2015 results but also Q1'16 whose results will be reported latest May 15. You can always roll the Febs into the May options when these are offered in about a month.
April 1. Companies have 90 days from the end of last fiscal quarter to file an audited full year report.
Or better comeback in April when the full 2015 has been reported! I expect a banner Q4.
Whoa... Is the whale back? 100k bloc went thru just before close...
I think it helped reduce the loss on Friday which was last trading day of Julybc the breaker had been tripped the day before. Reduced the pounding of the bid....
I think the 10% breaker was triggered yesterday. So today the breaker should still be in effect.
thanks for the reminder Bob. I wonder if it is a coincidence that todays' close at 4.48 is damn close to the lowest strike of the warrants series issued to FBC? I have seen it with other stocks that the lowest price of recently issued warrants often acts as a ST floor price for the pps during many a shorts attack... If true that may signal a bottom was hit today? Anyway the RSI at 32.98 has almost touched oversold territory... fwiw
(a) On February19, 2015, FBC was issued warrants to acquire up to 100,000Common Shares from Sphere 3D in connection with a $1 million increase in funding by FBC under the Revolving Credit Agreement . These warrants expire on February19, 2018. Each whole warrant may be exercised to acquire one Common Share at an exercise price of $4.50.
the quoted o/s of about 26.4M is probably not accurate. I see 35.1M on Etrade but I think the real o/s is closer to 40M now with about 10M more coming from the recently declared Employee Incentive plan (not sure when latter shs or options will be issued ).
>>An accomplished executive and scientist, Dr. Ostrowski brings over 30 years of broad international experience in the field of aquaculture and affiliated industries. He was principal investigator on numerous, multi-million dollar federal research projects in the U.S.; directed a multi-state, multi-institution research consortium; and led the internationally recognized aquaculture research organization, Oceanic Institute, Hawaii, USA as President and CEO from 2009-2012.<<
Ostrowski was CEO of Oceanic Institute that merged with the Hawaii Pacific University in Jan last year:
http://www.bizjournals.com/pacific/news/2014/01/07/hawaii-pacific-university-oceanic.html
>>The HPU Oceanic Institute has a growing reputation internationally for its work in aquaculture, especially shrimp husbandry and fin fish breeding. OI is believed to be home to the largest collection of shrimp pedigree and breeding performance data in the world. Its “Specific Pathogen Free” shrimp broodstock are at the heart of agreements that OI has entered into with countries and companies around the Pacific Rim and Asia to help develop shrimp breeding programs there<<.
Nice post Melehuna. Folks here seem to have a problem understanding the significance of yesterday's PR. If we want to be the worldwide leader in aquaculture we sure need to boost our R&D capabilities and gain credibility. We certainly have some ST issues to resolve but knowledge is real power in the long term.
Hmm... would not be much surprised if we get an upward revision of the 160M Q4 RRR in Nov with the 1B device target set by MS probably met before the current Q3 quarter ends. At the ridiculously low license fee of 10c per device you surmised, a full paid quarter of the $100M annual fee would bring about $25M rev to S3D in Q4 just from one product.
67M in 4 days is 17M per day. At this rate they will reach the 1B devices in 2 months lol!
I still hold about 80% of my original position in Siaf. I put some of the gains I made in Siaf into my other stocks whenever appropriate or when some sudden cash needs arise.
Congrats on the buys. The stock was down about 10% this week but Feb options like the 5s and 7.5s calls have got about 30 to 40% cheaper making them a good bargain at current price.
That's what I thought. But then the second consecutive day rule doesn't make sense to me . If the rule was triggered yesterday and we closed at 5.03, that just means if the stock hits intraday a low of 4.53 the rule will be triggered again and prevents the pps from going lower than 4.53, regardless of whether today is a second day or not. Everyday is a fresh day and the rule will always apply to prevent any stock from sliding more than 10% on any day. JMO
Sorry for being persistent but my question is still :10% down from what? From Yesterday's close 5.03, today's opening (which could have been a gap up or down) or today's HoD 5.05 so far? A 10% by itself doesn't mean much, it needs a base to be applied to.
Correct. But does intraday mean down from prior day closing price or from HOD?
I know what the purpose of that rule is. Just wondering what the 10% applies to. Must be to prior day's closing price but was not sure. So if I am correct then we cannot close lower than 4.53 today. Still a worthwhile target for shorts imo.
Does the 10% circuit breaker apply to previous day's closing price? So if stock closed at 5.03 yesterday it cannot be pushed down to lower than 4.53?
Does it mean that if the stock closes at $8 they can draw max 8 X 1.1 x 500,0000= $4.4M by issuing 500,000 shares? Great terms.