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Nice to hear from you Jan4. Also holding strong at this end...
You never know. Other Giants like Google Apple Amazon and IBM donot want to be left behind...
Yes. What they mean is if the Company puts this company on sale that will generate a bidding war due to the multi party demand that will move the pps above $10. At least that's how I read it.
I can certainly see that scenario unfold by June next year (that is if we donot get bought out before). So I would concur with your post minus the LOL...
Based on P/S the comp looks fairer to me. So Siaf is about 5x cheaper than AmZN and 15x cheaper than NFLX.
How would the 3 companies compare using P/S instead of P/E ?
Correct. There are several "cups" one can consider. The larger cup would require the stock to go back up to 9.50. The smaller cup would require only 7 ish.
the stock has gained 76% in the past 3 months since April 30. That's why the MA50 which basically reflects the trend of the most recent 3 months is catching up fast with the MA200. If it reaches 6.28 in the next few weeks it would have doubled from that low in just a few months. To make it a perfect "cup" pattern it would need to run up to 7.13 though before panning out to a "handle" JMO.
http://finance.yahoo.com/echarts?s=ANY+Interactive#{%22range%22:%226mo%22,%22allowChartStacking%22:true}
ya... last month shorts were not able to keep pps down at EOM. The pps actually went up from 4.96 to 5.07 on June 30, crossing the $5 battle line... even without a golden cross which is shaping up to happen maybe next week.
Next Friday is last day of month. I was actually referring to the usual effort by shorts to push the pps down at the end of each month in order to reduce their borrowing expense.
You are right Pete. Sorry my bad.
also if the current uptrend continues a couple more days, expect a golden cross to happen by the end of next week that may bring TA sharks and more tailwind to pps by the end of next week when July options expire...
http://stockcharts.com/c-sc/sc?s=ANY&p=D&b=5&g=0&i=t07965898518&r=1437601010288
well put Mac... let me try to put it in layman terms... GW and v3 let you do any thing on anything any time... so increase your productivity like hell ... but what do you do with all the data you are generating without a good storage? Kinda like if Tesla doesnot provide a functional charging network for their electric cars they will not be able to sell the sexiest electric cars on earth... although building thousands of charging stations is not a high margin high tech biz by itself it's a critical part of it...
And even if they did an equity financing how does that impact the projected run rate?
Netflix has grown its revenues mainly with equity financings and grown its share price from $15 to hundreds of $ in past years. Today it trades at a P/S of 8 with an annual rev growth of approx 25%. If ANY hits a run rate of 160M in Q4 it has grown its rev at an annual rate of 300%+!
why? are you buying big?
I think there are more scenarios that can happen. Like they do only 50% of the 7,000 MT at MF. And buy WC1 but only 25% of MF etc... Hard to come up with a guidance bc it not only depends on what financing they can get but also how much production they can achieve at all the farms and ......
What about WC2? We haven't heard much from that one since it was built like 2 years ago. I reckon it has distributed some beef from the Aussie contract? Does that one cost more than WC1 to acquire a majority stake in?
They got a 6-month delay with one unit this year. How much delay will there be with 4 units? Unless no typhoon or a rainy summer next year?
Maybe that's one of the "gaps" that Larry O. alluded to that only S3D should be able to fill for MS? I recall PT mentioning about 30% of the apps out there cannot be virtualized but with GW. I guess by the time the BI rolls out next week GW would have been part of it so they can drop the "almost" out of the video. In mean time we go back to stealth ...
noteworthy is that the DoD contract is to Dell Federal Systems (that collaborates with MS) and is effective starting June 22, so a couple weeks ago...
The Defense Information Technology Contracting Organization (DITCO) awarded the Collaboration Pathfinder through competition to Dell Federal Systems, L.P. on 19 Jun 2015 with a Period of Performance starting on 22 Jun 2015.
hopefully we get a windfall of "Use it or Lose it" federal funds to be used before the government's fiscal year ends on 9/30, as pointed out by Mac below...
Only Enterprise Cloud Partners represented at WPC Booth MC15 are shown on that panel. So I think MC15 may also have partners from other groups. As I recall Broadcom had their stand right next to Sphere 3D but is not shown on that panel if I read it properly.
Congrats to all those who had the wisdom and guts to add near the low a week or two ago.
yes there is a reason why SMB was also the second largest attendance bloc at last year's MWPC at 28% as i pointed out in Post 29496. While SMBs represent the backbone of most economies worldwide, they have a limited IT budget but are at the same time very profit oriented, so they sure welcome the budget friendly solutions that Microsoft and S3D are now offering with Azure, esp. Cloud SureStep and the pay-per-usage SnapCloud.
not a big TA guy myself but the perfect crucifix forming on Friday together with RSI below 30 was a clear signal to me that we hit bottom on Friday. Unless fundamentals are very weak or have changed in a negative way (neither is the case here), there is little reason for an oversold condition as reflected by RSI below 35 to last too long. JMHO
http://stockcharts.com/c-sc/sc?s=SIAF&p=D&b=5&g=0&i=t02865707315&r=1436906376345
interesting that this came from Nicole Herskowitz, Senior Director of Product Marketing, Microsoft Azure, not from S3D itself:
"Sphere 3D's solutions extend the capabilities of Azure enabling customers to seamlessly manage apps and data in a hybrid cloud environment."
Good to know, thanks.
Did S3D file a patent for the microvisor concept? I guess not if Bromium uses it in the security solutions they are offering.
can you elaborate? I notice that Bromium was not named among the Top 100 Most Promising Microsoft Solution Providers 2015 by 'CIO Review'
http://microsoft.cioreview.com/vendors/2015/20special2
Guangzhou was hit about a week ago. Not sure how strong the typhoon was compared to the very strong one hitting Zheijiang over the weekend but it was in the news.
"usage rates vary widely between 1 or 2c to several dollars per minute"
sorry should be "per hour". We are not that expensive...
yeah we knew the delay in MF plan is currently about 5-6 months. Not too bad considering the monster size of the project.
Thanks Tim. Pretty assertive from Jason Stutman:
"Silicon Valley has NO choice but to embrace this company's technology. Big tech juggernauts like Microsoft and Dell already are..."
I found it bold that he's also backing up his bet with a $1000 refund offer from a two-year subscription cost of $1,795 if his pick doesn't double your money with the subscription period. Really?
here is an interesting statistics about the make up of 2014 WPC attendance among over 15,000+ participants acc. to Slide 22:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=115303220 (click on link included in message)
38% Enterprise
28% Small Medium Business
27% Corporate
8% Public Sector
many new eyeballs on ANY from the IT and enterprise world, they will be pleased to see SnapCloud now avaiable with complete pricing...
hmm.. missed that one. Can you provide a link? Thx.
nice to see eels culture seems to be going well at PR1 from the new video. I am afraid the year may turn out to be another bad year for HU with the typhoons starting early and more powerful than ever, slamming the upper east coast of China and Taiwan this week...
same here... The only thing I seem to notice from the price list is usage rates vary widely between 1 or 2c to several dollars per minutes from the bottom A series to the top G series package. But that's about all as far as my expertise in this area goes haha...
Nice to see confirmation of what was announced about a month ago that SnapCloud will start generating its first revenues on Azure in July. Simon Bramfitt finds the rates commensurate with what to be expected too on Twitter so looks like we may expect SC revenues will start rolling in soon. Thoughts?
looks like S3D will also speak (if that's what "presenting" means) at next week event in Orlando acc. to this post by Lama reporting from AGM:
Lama: yes I remember well that post of yours from the AGM meeting on June 18 together with the other significant reports by JFM, Silverline, Boogins... of the preceding NYC Investor presentation on the eve of the Nasdaq bell ringing event of June 16(?). Those posts have for me a historic value since they for the first time revealed to us all participants of IHub and private Yahoo ANY board the deep ("scary") engagement of MS with S3D technology with all its implications on future developments of ANY...
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=114717782
here is a repost of one of the above referenced reports of the NYC events. Amazing that it has only been 3 weeks since but it seems to have profoundly changed our perceptions and expectations of a company we had been following for a much longer time... :