It's exciting. You could tell, as the questions progressed, that the tone of bullishness increased. By the time we got towards the end of the call, you could tell that some of the analysts were almost flabbergasted at how much things were improving. The sequential savings of $5, from cost reductions, in the current quarter, compared to the 6/30/11 quarter, seemed like "something new" to the one analyst. Obviously, if you factor in an adjusted $7.2 M loss in the quarter just ended, factor in $5 M in additional savings, and 5-10% (and probably closer to 10%) in additional unit shipments in the 9/30/11 quarter, it's pretty easy to see how HTCH has a decent chance of being close to a GAAP breakeven in the current quarter (probabably no worse than a couple million away).
I was initially concerned that management "only" gave a unit shipment growth projection of 5-10% for the 9/30/11 quarter...but when they used the term "very safe" in being able to achieve that range, I would imagine that, unless the bottom falls out, we are going to see much closer to 10%, than 5%.
I have no idea what the stock will do short term, but I can CLEARLY SENSE that the analysts are now seeing HTCH as a company in TURNAROUND mode, with increasing sales continued to be expected, significant cost reductions further expected...and a balance sheet that has just been significantly strengthened.
With that in mind, we should NOT be selling for $3.40. We should be selling for no less than $4-5...and while it may not make the $4.00-4.75 target by end of July that I had previously set, I'm pretty convinced that we'll see $4-5 within the next several weeks, in any case.
And there's always the possibility, if this stock comes into favor as a "turnaround play," that it could climb to the mid to upper single digits in a fairly short period of time.
I love holding this stock at these prices. Why? The notion, with the "suddenly changed" fundamentals, that it is just going to break back below $3, and stay below $3, is pretty much absurd. Look at a long term chart.
It's time for the "pall" to be lifted off this stock, and for people to start becoming EXCITED about what HTCH is up to. If that happens, the potential is ENORMOUS here.
Just make sure you check the stock price of KIDEQ next week. It is 17.3 cents now.
How on earth you don't want to do any research and find great opportunities is beyond me.
KIDEQ could go to $1 next week. Is that a big gain or not? There is no worst-case scenario that has this ending up a loss if you buy at 17.3 cents.
The worst case is that they keep the agreements in place for two years. If they keep them for five years I get well over $1 per share.
You guys don't even do the work. The facts are on 4Kids side. No secured debt, either. Why hasn't anyone sold any shares in almost a week?
You will see soon. Watch and learn. How warned LongTime months ago that KIDEQ was the deal of the century. He likes to chase debt-laden companies in declining industries and get margin calls.
KIDEQ is going up big next week. How much? You wil have to wait and see.
Analysis is right on....especially if a large % of product (say 60%) is being shipped a SHORT DISTANCE from Thailand in contrast to 20 hour air shipments to the Far East Final Computer Assembly plants....
It's Mr Hainey ...
The peddler of anything and everything...
You have a nice way of finding investment ideas.
You are of self promoter. A bully at times. You'd be a handful for a psychologist.Whenever confronted you coil.
Noticed , again, you have SPUN the numbers here. And noticed you have no response when asked have you met ANY management OR directors here at HTCH, or visited the company ?????????
similar theme with most of your investments........
Why would it matter if he met with management or any directors? He was right and you are wrong! "You'd be a handful for a psychologist", maybe you should look in the mirror....maybe a bit of a jealousy complex?
Hey "Green Acres". Blow off!! LTF has been spot on and take that from someone who was very skeptical of his intentions. He has not misled anyone, only promoted his opinion of a value opportunity and told everyone to do their own due diligence. He has provided excellent insight and help to those considering an investment in HTCH. U will not get much support for your rediculous sarcastic remarks. IMHO