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Envivio, Inc. (ENVI) Message Board

  • harryballsteam harryballsteam Mar 13, 2014 2:25 PM Flag

    ACCUM. LOSSES 108 MILLION AND COUNTING. TICK TOCK THE BK CLOCK. AND LAWSUITS...LOL. GOIN TO ZERO !

    SHOULD I SHORT HERE...OR LOWER.. LOL...

    Sentiment: Strong Sell

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    • Short here and lower.
      I like the loss; it creates a huge value upon the sale of the company. An acquirer who could use ENVI as a tuck in acquisition getting its revenues, its gross profits keeping the R&D and eliminating all G&A and much of sales and marketing would have an instantly profitable product line. Don't think the private equity stockholders who control the board of directors and have a cost basis in the stock of about $2.84 won't consider a sale if the operations are not turned around. You can question a lot of historical information and results but I could sell this company at a lunch table before dessert for over $4 per share. That where shorts should watch themselves. If any of GG's drowns or me think the PE guys are not pretty savvy and way more connected than us they will get their money back on this investment. Value of cash on hand of $45 million the loss as a deferred tax asset of $36 million( I discount to $23 million for present value per utilization by buyer) and that is between cash and the tax asset is $2.45 per share or an enterprise excluding the $2.45 per share of only $26 million. Even bashers know ENVI is worth more than that.

 
ENVI
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