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.
I’m not sure why you think there will be blood in the streets. Unless that’s just what you’re hoping for? Odds are that we get exactly what we’ve heard before...certainly not surprising!
It’s meaningless in the context of the value proposition for which I’m now involved. The big question is what they will do with any capital that they raise. If it’s to show strength of balance sheet for an immediate large scale opp, that’s one thing.
“The newest contract will see an overall extension of support services for the systems implemented, as well as “enhanced security for contractors, employees and agency facilities,” according to a press release.”
And short term objectives...phone is having a field day!
Not sure what happened at the end of that post...Should have said:
“and yes, a reset like straight path would be welcomed!!”
I don’t know that Fujitsu isn’t going to be utilizing Imageware on the Home Office. Once the actual integration occurs, we should have a definitive answer.
Re additional funding, will it be needed? Maybe but I wouldn’t consider any gap to be material...that is if their channel partners can deliver on even 10% of their short term objections.
Too bad there’s no vol market! Otherwise I’d be a bid for the OTMs...and yes, a reset like straight would be welcomed ??.
In need of a “miracle” is a stretch. Yes, IWSY has continuously under delivered but I would argue that the “temperature” we are getting from Fujitsu suggests a pretty attractive risk/reward. The later is not an entity that typically lacks the capacity, funding, or reach to deliver on their stated objectives.
Ignoring everything coming out of IWSY, independent commentary related to the sector is turning exceptionally bullish. I agree we will bleed lower on continued lack of progress as retail (only) bail...but I will expect institutional names to show an increased presence. The liquidity vacuum that will exist IF we get that good news is too significant to not be involved here. Go ahead and run their IP and you’ll see it cited by every known and unknown competitor in this space...tough to assign a USD value but clearly many in the space find their IP very important.
I've been in and out for years...I will buy again/add on a break of .33
Dr. Norchi indicated that in Europe, the Company continues to work with its supply chain partners to complete the obligations required to submit an application for a CE Mark. The Company is also evaluating the impact from recent changes to the European Medical Device Regulations on the timing of a CE Mark filing and approval and, in particular, the degree to which these recent changes may affect the Company's ability to submit a CE Mark application in 2017 as previously announced. Arch anticipates providing a further update when a definitive filing date is determined and plans to file for such approval as soon as reasonable and possible.
Does anyone have the report?
Target price at a time tbd.
Arch Therapeutics (OTCQB:ARTH) initiated with Buy rating and $2.50 (268% upside) price target by Rodman & Renshaw.
Premarket analyst action - healthcare
http://www.seekingalpha.com/news/3242818
Everyday brings a new development to this company!
T would remain under the MHz cap if they bought STRP. Oddly enough, I think if somehow they got FT's licenses held up in litigation (only about 350 of those are BEA), they could actually buy both companies and remain under the cap.
It seems as if VZ is going after 28 and T after 39.
Morning,
Regarding:
"*Do a comparable to Fibertower. This includes all licenses including those in litigation.
179 24 ghz licenses
635 39 ghz licenses"
Of those 635 39GHz licenses, almost half are RSA (Rectangular Service Area) licenses that Straight Path also had and considered worthless.
IF, AT&T is able to structure some sort of deal w/the FCC regarding the 90% of FT licenses currently embroiled in litigation, shouldn't we be thinking about the 39GHz licenses net of the RSA holdings?
I am a long investor in mmWave technology/assets...so please don't consider this an attack..this is just an attempt to understand what AT&T is after here...
Is it FT's small cell and macro cell backhaul business? Or their active licenses? or licenses held in litigation? or all?
At the end of the day, w/VZ about to control 70% of the 28GHz band by pops, I have to think that AT&T would have more than a vested interest in locking down max capacity at 39GHz....can only be done via FT and STRP....
Thoughts?
A Potential Bidding War For Straight Path Communications $STRP
http://www.seekingalpha.com/article/4037178
Meaning that Chardan is just the agent facilitating the selling.
The way I read this is that the 50m is just the proceeds from additional dilution by at the market selling of Pmcb or private placements. Is this incorrect?
I have two asymmetric opportunities. ARTH as a long cash and STRP as a skewed straddle (favored to calls). Although I treat ARTH investment as a long call simply bc if I'm wrong, I won't be getting the investment back.
I'm not blaming it on them for no reason. The recent 424B3 filings show it's just that...the reason they are exercising is to hedge exposure. While I'm extremely bullish, there is no such thing as a sure thing.
All the warrant holders I'm guessing
I thought about submitting arch to 60 minutes...that's the kind of publicity they need
The last time the bollinger bands were this tight (4 cents) was on June 17th, 2 days before the explosive move from .40 to .945.
Could suggest we get movement one way or the other
Bullish
More warrants getting exercised. This is a good thing.
https://www.sec.gov/Archives/edgar/data/1537561/000114420416138041/0001144204-16-138041-index.htm
Thank you. FCC clearly needs to act quickly on both fibertower and STRP. Can't have 2/3rds of 39GHz tied up in litigation.
Interesting. I thought FCC put the majority of the claims on those licenses to bed this past spring. I'll look for the court decision I'm referencing.
Are you saying they have a claim on the now private firm that was once fibertower (bankrupted)? I know they still have a small portfolio of cm and mm wave spectrum that was not revoked by FCC.
Short term swings are irrelevant. Market is waiting on FCC to finalize the investigation (see 8k filings). Recent FCC NPRM comments by leading wireless companies point to the value of 39GHz in the commercialization of the still to be defined 5G. FCC rule making has allowed STRP to now have contiguous holdings (something Kerrisdale thought VERY unlikely). Even if mmwave spectrum trades at 270 times less than current wireless spectrum, STRP should be worth more than 2.5b or > $200 pps. STRP is the only publicly traded company that allows institutional investors (and retail) the opportunity to invest in the potential value of mmwave spectrum and 5G backhaul.
Someone just bought 100k shares...we haven't see a 500k day in a while.
I enjoy it...just the sound of a coiling spring :)
Absolutely agree...I'm happy to see the warrants exercised as it will lift the ceiling...it says something that the selling isn't pushing this lower...just keeping it contained.
This is all previously known...Warrants are getting exercised
Looks like some warrants exercised?
These were S3/a...so assuming these are warrants that have been exercised?
There is no news...what I'm saying is that they have an asset (spectrum) that wireless providers need for 5G deployment. That makes them a target...again, no news. Firm is being investigated by FCC for license renewal practices...hence part of the reason behind the depressed price.
Rule number 1: never, ever, ever short a potential buyout target.
Hopefully FCC rules soon on licenses. Letter of inquiry now 2 months old.
Bullish
Impressive on light vol. just wait when daily vol surpasses 500k. 47% short interest and sub 6m public float. Implied vol only at 100%...really? When a stock moves 15% on 150k vol, sky is the limit...but 0 could be there quickly as well. Bullish.