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Wouldn't OPUS be worried is this does get to warning levels as then a new element of risk is in play. Is there never any party that can do anything to help support the stock here? It's absolutely incredible.
I imagine OPUS would not want ANY to receive a delisting warning. I have never in many years of investing seen a stock that supposedly is making the right moves in an enormous market absolutely be slaughtered list this with no turnaround for over a year...
How can OPUS help Sphere here? I can't imagine they are thrilled at watching the price and how the turn in business is being strangled by the dark side...
I do not think this is what folks expected in the sector with the rescheduling on the doorstep.....just goes to show.
Not quite accurate...........
Two days ago it was time to get back over .07 and now it's waiting for the bottom time.....oh well.....
Neo what happened? You are right as much as wrong here but very quietly recalibrate your posts so you appear to the novices that you're always on the right side of the trade.
So when are earnings really due?
I cannot confidently hang my hat on microscopic improvements in certain areas of the balance sheet. That is cherry picking for the sake of trying to justify my 85% down investment here. This will be a miracle if it ever pans out. See you folks next quarter..
After sleeping on it I must say that the call and outlook conveyed was underwhelming. No other press release but earnings which was a let down as we had become accustomed to that additional release. Company was optimistic about 2H ramp. That is not in any way shape or form a definite but more of a prayer and it was not conveyed in a very confident manner IMO. Sales interest increasing but no longer mention of 10x increase. Did interest quickly wane? PB skirted around Azure update saying MSFT did not provide figures yet he knows there has been activity. If numbers were impressive they would have shared. I was hoping that yesterday was going to be the first in many events that would renew my confidence but I believe my problem is I'm too deep in to accept reality. Something perverse when a mgt. team wants to pat themselves on the back for it's go to market strategy when it's their fifth attempt at one that can take hold. I believe the POCs likely are showing each engagement is so complex and convoluted and fraught with issues that it will take months to execute on a larger scale or not worthy of even trying or too costly. This is the classic case of they say a lot without saying anything..... it sounds good until you step back.....
Call was better than last and the improvements in gross margins, etc. although minimal are moving in the right direction. Business seems to be transitioning as promised to VDI, etc. The big problem for me as a shareholder is there is still nothing that supports the sequential growth they allude to in the second half of year. It reeks of another let down, albeit no firm numbers tossed out. They really seem to be moving at a snails pace with tiny increments of revenue improvement. It's all speculative they never provide details or names so how can you really believe any lofty revenues are coming anytime in the next year or so. It's a heartbreaking story for me....they are all positive on progress but what does that mean without details ever disclosed. I though POCs were short windows but still no proof anyone bit for the long term. I think so many are underwater they grasp at any tiny uptick or improvement because they need to believe this will turn as I do. This is no where close to meaningful revenues in my opinion.....they are improving but very slowly and mgt. is clearly evasive on details of deals as they likely have not occurred yet nor may ever.
$CERE breaks .28 and you will see .40 ..... nice set up..
GRNH
NEO and anyone still like this one? geez can you guys at least taper off on the posts as opposed to dropping it like a hot potato. Guess 420 deal, earnings and possible DEA reclass within next 60 days no longer count.
Expecting big things here
It went up a dime off lows..$20???
There is no winning here as a shareholder it seems. I wonder if Opus looks at the price and sees the deck stacked against this stock. This was clearly the worst investment decision of my life...10 fold.......nothing ever moves this stock up no matter the market or the news.....it is incredible....
Ridiculous. If you have 1 customer and get a second you have double the number. Saying the number has double has no where near the meaning of saying you signed up twice as many new customers as last month/quarter.
Going from 150 to 300 is flat sales......growth curve is stable..
If I lose everything here it is a lesson to not deny the signs and symptoms of failure as many of us repeatedly have for some reason...captivated by lofty revenues to be spent on the Cloud....
There is something gravely wrong when a company that several of us believed was heading to higher ground continue to roll out a CEO that has been bleeding red ink for quarters upon quarters and irresponsibly conveyed misleading revenue targets. Yet somehow we believed this will magically work out....I think it's called denial....
Sphere as an investment has been horrifying and so has it's lack of leadership and transparency. But don't worry next year is it....that my friends is desperation when you here that....a lack of acceptance of reality and recklessly believing a team that has never delivered will.
Yes, longs have clearly misjudged this....I certainly have. I do really believe we all invested so much here that we're in absolute denial. Can you imagine believing in the future fortunes of a company led by EK. Proof of denial is continuing to justify a long position in the stock by moving the goal line and explaining away reasons for each delay or misstep. This scenario typically ends badly. I am sorry for the negativity but I have seen this before....not wanting to see the signs and admit your wrong only to lose everything. I can't overstate my disappointment in many longs giving EK and company a pass and just hoping it works out eventually in a few years.
How many years will folks have to wait to see if Sphere products gain any traction? Right now it is not unreasonable to take the bear view, even as a long. This nonsense has gone on way too long and the hardcore longs IMO, including myself, are in denial here. Show me another story with such mismanagement, and no change of management, no clarity on where their products fit, no clarity on anything, that ever worked out. This may easily be one where I eat crow as an investor. The long view is the laughable view now as this has gone on too long w/ no reversal and investors look foolish...there is no way to argue that and I am under water by a ridiculous amount and feel like an idiot. Incredible we are banking on our financial futures on a few PB tweets and slivers from partners. It is ludicrous....I have never seen a group of investors give so much rope to a company & its management....it is absurd.....I think we are all in denial...
Not looking very promising right now... Still no mgt. changes which really reeks of a lack of corporate governance....
I know one very long who is holding but admittedly waffling on their outlook here....I try not to think about this stock. This has gone on for many months too long without any signs of a shift change in momentum. Criminal that EK is still leading the way.....
yesterday's PR was a sin.....VAs doubled to 300...sleight of hand there......just means that they now have double the amount previously PRd. Not that new sales were double the baseline announced. They continue IMO to play this game which only can lead back to poor leadership...
Look we all get the significance...we have been here for many many months. We are just tired of waiting for some type of appreciation in stock value....Off 90% from highs in the face of good news is tiring and troubling that it can't even get back to $2. We are tired of hearing the great things..we know...but it still never translates to the price.
I think many were hoping 2016 brought several mgt. changes....just another failure to deliver.....are they stupid? You need a credible leader in today's marketplace. Has anyone conveyed this to the powers that be. I am appalled that here we are almost end of Q1 still with that clown running the show. Like I said...do you think anyone will believe a word he says in Q1 earnings call and do you want his words to contaminate good progress with VMware, etc. I am surprised deep pocketed longs are not clamoring for a change in mgt......it's a mistake not to push for one IMO.............
We seem to be at an impasse. Company moving forward on the product and partnering end yet no market interest. Worse is company stubbornly refusing to make mgt. changes and expects the market to support a company whose leader has seen numerous quarters of red ink under his watch and worse yet misleads investors with more than outrageous run rates. Something must give as it is clear the market wants EK gone.....company won't win this one.....they either make a change or stock price dies on the vine it seems...
Really sickening lack of interest in ANY no matter what news comes out.....Don't think I've ever seen a stock attached to the big companies and get no benefit....what a terrible stock to own this has been......hoping someday down the road something changes....really sad story so far...
Sadly this is still completely unknown company no volume
Company is being stubborn and foolish not to remove EK....they will not get the market interest until that happens...
Volume is atrocious on great news...... No one is taking a shot down here? Unreal... Perhaps EK removal would sell better....I know it would...
anything new with AMD and Sphere
http://semiaccurate.com/2016/02/11/amd-brings-hardware-virtualization-to-gpus/
BlueShirt Group....what are they doing to further messaging? Does anybody know if they are adding any value or are helping with the PR?
Can't you argue that the simplicity of implementation/use, cost, how it can be scaled, is what is truly disruptive as opposed to the actual tech. In fact, we might be better off with the former.....
Eric Kelly and 20 others follow
Antonio Costa ?@ACInvestorBlog Jan 31
$ANY Watch this trendline and play accordingly.
So this is what our supposed CEO does? Follows known traders on twitter...
I cannot wait for the MSFT TV interview. I fully expect it to be another non-event as the MSFT Tech Center events were last year. There may be a few dozen techies who listen in while doing their best to keep their eyes open but nothing more. There is no chance that a company and its BOD showing such complacency in not removing EK can succeed. They are telling us with their inaction they are clueless and negligent. What did SB who was such a supposed expert bring to the table?
Don't tell me that Sphere will parade out the lying executive who deceived innocent investors with a reckless $160M run rate and has not been held accountable for it. Imagine a company or BOD who would have the balls to run that person out there again knowing they have zero credibility and nothing they say is to believed. Imagine the same spineless BOD who would not act against such an act of incompetence and criminally poor judgement.
I gave them a month vent free but now here we are in February and I am getting decimated as usual by this companies failures...I will get this out of my system now and pray as I always do that they replace the terrible leader who has done longs a great disservice...