Your model says 150 by labor day????? Sounds like you are short and I would suggest you cover ASAP........or you will get fried big time..........LNKD headed back to 240.....
GME is so heavily shorted and so many have bet against their demise and yet they hang around and have adapted to some extent with the gaming environment. I used to trade GME last year and I believe this was a short squeeze pretty much and I bet this rally fades back under $40 within a few weeks.
From what I have gathered from listening to previous RFMD, and now QRVO calls, as well as previous AVGO earnings calls, there is a risk for AVGO to lose business to a new combined integrated module that would include Filters, PA's, Switches, which is the power of the RFMD and TQNT merger (something AVGO can't do). As thus a risk to AVGO losing content in iPhone from QRVO consolidation of content for AAPL. So it may well be that AVGO is getting with BRCM to try preserve content elsewhere to offset where they might lose in next gen phone.
Coal miners switch to Solar jobs for better pay and health!!!!!!! Way to go miners!!!!!!! Coal is dead!!!!!!!!!
I appreciate the shout outs fellows. If you had just listened to me you could have saved over 50% & then bought it at $3.50 if you like them losing "only" $17mil & 19c per share. Instead you are on here making total idiots of yourselves trying to "crack on" the guy who was right! (Me) If either one of you had tried to save ME 75% & been totally right about it, I wouldn't be a stupid idiot, I'd say "thanks a lot."
((Units * Price per Unit) * (Price/Sales Multiple)) / Fully Diluted Shares
Not seen in the above is the duality of the (Price/Sales Multiple)
-- on the one hand it has to reflect the GROWTH RATE of forward sales .....
-- on the other it has to reflect a implied discount because a future dollar is worth
less than a current dollar .....
Image a simple world in which you got an annual annuity of X (forever) and the annual annuity
_GREW_ each year at some constant _PERCENTAGE_ .....
Change the (forever) to say 10 years and you could work out the total value of the scenario
above in Excel. Whatever the sum total of the above was - thats the present value of this
At some point you would realize that those annuities in the future are worth a little less due to inflation and you would reduce the those future annual by some *discount* percent.
Our specific scenario does not match ANY of the above.
We will have to RATION Direct - even 5 years from now -.
The concept of Sales % Penetration is beyond stupid in this scenario .....
Do you remember the famous opening scene in the movie Z - there we go .....
Finally, the $75,000 price and multiple of 6 is right out of a 3 stooges movie which plays
on IHUB everyday ......
(a) The Price will be $110,000 -or- she will follow MRK/BMY and go right to $150,000
(b) The multiple on this will be around ___25___
(c) As for (a) and (b) why argue - lets see what happens ......
(d) Finally, there is not a chance in he ll that your a doctor .... you just posted a litmus test
for how bad Monday is gonna be ..... a real doctor WOULD BE worried about rationing ....
Sentiment: Strong Buy
Director/Sr Director Marketing (Posted 5/28/15)
The ideal candidate will be a creative problem solver who is excited by the opportunity to build a marketing program and function from the ground up. This position is expected to provide high level strategic thinking while simultaneously executing key deliverables. The main objective of this position is to develop and implement a comprehensive marketing strategy that includes customer segmentation, market awareness, physician acquisition and retention to support the launch of Dynavax’s first product.
Participate in product strategy development including pricing, contracting, distribution, payer engagement, key accounts, and market segmentation
Own all aspect of product marketing including strategy, vendor management, staffing plans, hiring, and budget;
Develop product positioning and key messages for each segment;
Provide marketing input and support in product lifecycle management;
Conduct market research to support all launch planning and material development;
Develop a Marketing Plan with short-term tactical goals and long-term strategies designed to successfully launch HEPLISAV-B and drive revenue growth;
Own the customer experience, customer service policies and call center;
Collaborate with sales function to support sales force effectiveness and optimization of messaging and materials;
Collaborate with key account teams to develop effective messaging and tools for institutional sales and to support formulary reviews
Accountable for all key marketing activities and deliverables to include:
Development of conference attendance plan and lead execution of all major conferences;
Media and digital strategy;
Key opinion leader development and management;
Development of all product marketing materials and product website;
Development of sales aids and support sales training material development.
What a BS part on your post
"in reality the proof is no cash income"
You must be joking thinking there is no cash Boeing recievies on a plane. They do not give them away for free. Get real.
Price action. The current short-term trend is down. If it fits your trading time frame, why not join it?
Do you want to be right or make money?
You are not the real ariad_investor.You are Imposter psychiatrist_md/pastorgoodman40 Your grandma fake grandma_of_jbraikk's posts about your close female relatives' l_Labia_ m_Majora_, l_Labia m_Minora and verginial openings are all science, right? Her posts about how you massage their virginal_openings and collect their klitorial anchovy sauce are also science, right?
Sentiment: Strong Buy