1) CHANGE IN DEPRECIATION.... NO PROBLEM (IT WAS DISCLOSED)
2) CHANGE IN RECIEVABLES... ALSO NO PROBLEM
3) CHANGING REVENUES,EARNINGS, AND CCASH FLOWS FROM INVESTOR RELEASE to 10-Q .....big problem
4) prior company problems..... major red flag
5) resgination ..... major red flag
If you want to ignore these problems .... do so at your own risk.
I wanted to buy several times last year and was intrrested a few days ago until I read this report. Too many china reverse mergers with rotten accounting. this is no different.
Rescheduled conference call under Yahoo Finance Headline owner talks about acquisition.
Sentiment: Strong Buy
Exploration for open pit resources could yield quick results.
"The 2013 exploration program will be focused on defining extensions of the Offset Zone and Roby Zone resources (including following up on hole 12-259 which intersected some of the highest grades ever reported from LDI) and identifying additional pit-grade mineralization at surface."
From Jan 31 drilling report:
Roby Zone north extension drilling program returns high-grade intersections:
Hole 12-259 intersected 5 metres grading 13.37 g/t Pd and hole 12-269 intersected 24 metres averaging 23.35 g/t Pd, including 3 metres grading 104.20 g/t Pd (amongst the highest ever reported from LDI)
will take place and we won't even fill a ripple in the economy because of it. Once again Obama and Democrats are using will thought out terror tactics to frighten the American people. Normal presidents wouldn't use scare tactics on their constituents. But then again, this is no ordinary administration.
I think that fear is the reason GTAT is falling. As it is, I don't think this is going to go sector wide. The guy from Conaccord brought up companies that are starting to have stability in sapphire. To me, I interpret this as pricing is beginning to stabilize or at least show some signs. Based off of this, I think that GTATs sapphire business could be anywhere. Solar is always a question, but I am an optimist and think that business will get better fairly soon. I am now thinking that there is an absolute ton riding on GTAT's conf call. If they truly did have their capitulation last time around and really were conservative, this call could be quite positive.
SWKS, you came back again! Once again thought I was toast when my shares got called away by Feb 24s I wrote (and unfortunately 22s written before that...). Went long again at 21.50, then bought 21 March calls at 21.0, bought again at 20.5, and sold half the calls at 20.20 or a decent trade and new core position.
Also funny to be reminded of how wrong jctttle was on this thread, and he accused me of arrogance?
ahaha you mad little crazy monkey!! Relax, not like you dumped most of your assets in SONS. OOOPS.
Staying away until all the spamming #$%$ leave. I hate when we break good news these idiots come out in force with their fake spam links and self-replying praise of how great that "report" is.
Seems you may be correct. I have other things on my plate this evening, so trying to squeeze in a few quick calculations here and there. My apologizes in advance if my numbers aren't right -- please don't count on them.
This leaves a 624K profit, if you don't don't count the $55MM write-down. Maybe they can put a nice spin on that tomorrow. For me, this doesn't compensate for the low 2013 guidance, the lack of Vezza explanations, the subtly phrased continuing delays, and most importantly, cash flow issues.
I may not be able to listen to the CC live, but maybe that's just as well.
They have a gap or three in their production schedule. They are using new high end buyers to fill it. That's why Musk said they are filling some orders in 6-8 weeks. How could they do that if there isn't a gap? Just shove everyone else back? Probably the gap is caused by things they can't yet deliver. The color red or a 40kWh battery or standard non air suspension. all reported by Musk in the call. (Reports including Bloomberg said they were offered 4-6 weeks delivery while some are told August). Rip said a DR friend of his is getting delivery 2 months from his call.
Florida? Two weeks for delivery?
The one thing harder than knowing that these people were created by the same Maker, who are angry and have miserable lives
is waiting for the day very soon to come that they will finally disappear and the name nottenwid will be spoken only when clinging champagne glasses.
Two things are going to happen first. One that the share price rises. Two the profit rises even faster, then proving a share price. Whether sentiment from the harboring of rptn stays for a small while longer will determine that. But the beauty of this company is that the product doesn't need to pass any pharmaceutical fda test, or hope that a company picks up it's technology.
My point .. In my research i can state first hand. Baker is not an entity unto itself . There are Company's from Paint manufacturers to other oil services and more . These providers are standing in line to be on the receiving end of this mineral. Though i feel there is probably gold here, even without that consideration the method of mining is not like mining for gold. This is straightforward stuff.
Meaning a product that is going to move exponentially. Not to mention the continued rising price of Barite.
1.) Solid projections about Haswell's arrival in June
2.) Updates on new form factors, tablets, hybrids, Surface Pro
3.) Updates on 14nm volume production
4.) Announcement of big deals, who will they be: Cisco?, Apple?, Motorola?, Google?
5.) Reports on Increasing traction in mobility with new SOCs and exciting new products
6.) Reports on new foundry deals
7.) Updates on Web TV
8.) Announcement of new CEO maybe
Sentiment: Strong Buy