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Also it's probably a good idea to roll out your Aug and Nov options to Feb calls. Any option that doesn't expire before the buyout is announced and more importantly approved by both companies's s/h is golden if a b/o occurs. So long dated options are certainly a cheap but excellent way to play the b/o besides owning common shares. If the option expires a day before the buyout is announced then obviously it doesnt help much. But anything else should be good (ITM, ATM or OTM), the cheaper the better since you own more shares that way. Just got some Feb 10 cheapies this morning.
The issue is about naked short shares. Per definition shares sold that donot exist. How were they accounted for in the official share counts?
Thanks Mac. Ok share price and total return are among the criteria. So most likely fd will be near 50m even in case of an early b/o. But it says performance measurement period for the award of the incentive shares is 3 months to ten years. Hmm what if the b/o happens in less than 3 months?
Can't wait for a small end-of-month pullback to load up on Feb calls. I think the July 15 Orlando MS event will mark a big turn of general awareness of s3d's disruptive technology in the IT corporate world as the 20k MS partners check out the new kid on the block who has just joined the 0.02% cream of the cream of the vast network of MS partners.
Does somebody have a link to the proxy? Important enough to check it instead of second guessing...
Are employee incentives based on revenue or stock price? If former is the case then they have not earned any incentive shares in an early buyout. Meaning fd about 38-39 M shs?
Yes the beauty of ANY is its BASFishy character. It doesn't make a hybrid cloud or an OS or even just an app by itself. It just makes it work BETTER.... Very versatile and infinitely adaptable. Hope I am correct.
great find Doc. Very interesting.
What I sense is more likely to come next Mon or Tue is another SA hit piece lol. We know why...
I donot see it on my Iphone Level 2?
Yup I need to get some Feb calls ...
yes the dog (OSE) will wag the tail (OTC), hopefully not the other way. The nice thing is the dog is 6 hours ahead of the tail, and that's a trading advantage for US investors who intend to keep their OTC shares. The OTC will just gap up (or down) at the open if the PPS has moved up (or down) much at on the Nordic exchange during the day.
you may be right SE. Since Feb every time the price chart blew thru the upper Bollinger band it went back down. and It did so five times, no exception. So a consolidation would seem appropriate here. Maybe I will wait for RSI to dip below 50 before picking up some Feb calls hehe...
http://stockcharts.com/c-sc/sc?s=ANY&p=D&b=5&g=0&i=t05886409625&r=1435011830355
Go Xiaoyun!
When she first started, Xiaoyun struggled to help the immense number of dogs that she was taking care of. Many of them were sick, malnourished, and starving, and she lacked the resources to save them all.
seems like they buy hard in the morning and go for a looong lunch break to let shorts bring the price back down a little in the pm for a rinse and repeat next day... let's see how the rest of the week goes but I'll take a nice 4 to 5% increase per day any time!
the MA 20 acting as a support now. Soon it will be the MA 50.
http://stockcharts.com/c-sc/sc?s=SIAF&p=D&b=5&g=0&i=t70569297802&r=1434987789950
I donot also see Mgnt take any thing less than $50 ps either...much higher IMO. Just trying to see things from the perspective of the other side... what else can they do short of covering now ? they have to hedge against any possible event that can wipe them out financially and can happen ANYtime , be it in a few weeks, a few months or years... so buying 1000x July 5 calls for 50c a share as a ST hedge makes sense...and they will have to play this game over and over adding more and more cost to themselves imo...
Yes or shortie just hedging against an instant catastrophe like a sudden buyout offer ( or just rumor thereof) in the low 2-digit per share in the next 4 weeks...
Is it Scott Shaffer standing in the second row second from right at the opening bell as shown in the pic of the HTFBS report ?
A case in point for net margin being actually higher that it appears from GAAP reporting is SJAP. We own 45% of it so we book only 45% of the profit while reporting 100% of its rev. Right there you can see that our net margin from SJAP sales is actually about twice as high as the one being reported.
now that makes sense. Remember: some one in his position needs to sound optimistic while staying conservative. The last thing he wants is to come across as a self-serving pumper.
Nah that could be construed by many as a self serving pump by some one with a large stake like him. Don't think he would put his reputation at risk insuniating some thing like that even if he really thinks so.
Any idea what the amounts will be?
Yes I would think as soon as the GW on a chip is patented...
Bear in mind that a good analyst with a reputation to defend like FD never says what he thinks when it comes to a price target. The higher his reputation the lower is his official PT expectation. If he thinks 100, he would say 50 if not less. If it turns out to be 100 or higher he looks like a genius. If he says 100 and it turns out to be 70 he looks like a dork. If it turns out 50, he gets fired and nobody would hire him.
I donot have a problem with saying what I think although I also sometimes try to sound more conservative than I really am. I 100% agree with RD who expects eps to be $20 in 2019. Conservatively since his model leaves out very positive effects on valuation like a SJAP spinoff and cross listing on a Chinese exchange that we all expect. We currently trade at a PE of 2.5 to 3 without the MF producing and being on OTC. Why the hell should we go on a Nordic major exchange like OSE if we donot really expect the PE to improve substantially five years from now? Doesn't make any sense to me.
hope you can make time for the $100 party in Stockholm some time next year...
My guess is the same as yours at least for the first year. I just think the payout ratio as a % of eps or EBITDA should ramp up to at least 30% to give a meaningful yield of at least 1% since I do expect the PE will be about 25 to 30 within a few years to reflect our annual eps growth if we are to trade on OSE and become a staple of the largest seafood exchange of the world where most income seeking investors would expect an annual yield of 1 to 4% preferably paid every quarter. Is it too much asked? I donot think so.
I suspect the main obstacle to giving guidance is financing. Once they have secured adequate financing every thing else will fall in place. Since they will announce the new divi plan in a week or two I think they have financing now in place. So why don't we wait a few more weeks to see where we are?
all the value appreciation we have seen since Sep I credit to a single hand: FD. Without him and ECAB this stock would probably be at 20c now. Of course Solly deserves some of the credit, mainly by listening to FD. But now we have more talent on board that works toward steering this company to its deserved valuation, a P/E of min 30 in about 2 years IMO.
No thanks ... too much noise for me. I'd go get a hammer somewhere else!
Was thinking the same... to steal the hammer you have to open the box first which is unhackable by itself no?
hah whoever bought the June 19 $5 on Monday for 5c (now at 20c, ask = 35c) suddenly looks very smart... Incredible.
maybe that's why they have to buy the Nov calls instead?
wow somebody just bought another 200 Nov 5 calls at 1.1, totaling 720 contracts in first 1.5 hours.
interesting activity on Nov 5 call today. 450 contracts were purchased within first 20 min of opening. Either somebody is very bullish after the Nasdaq and AGM events or short digging his hole deeper... The Nov 2.5 has seen some activity too in tandem to pps rise.
the third slide says:
"2014 forged new relationships and partnerships:
Dell Novarad Microsoft"
so the partnership with MS existed already last year. But contacts were intensified in Jan 2015 that likely lead to the recent announcements about inclusion of GW and SC in Azure and W10. I remember PB quoting the tiger tail around Summer 2014, anyway way before Jan 2015. Right?
Excellent update. Perfect for a stickie imo.