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Ballantyne Strong, Inc Message Board

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  • myopian2000 myopian2000 Feb 10, 2011 9:08 AM Flag

    Stifel Nicolaus Technology, Communications & Internet Conference

    Quite the difference in industry knowledge and BTNs position between Cavey and Wilmers. Don't remember hearing him use John's favorite word - "agnostic" - but Kevin did later on.

    Seems like Cavey had to be led to come up with answers to questions and didn't really answer as well as John - but hopefully what he's bringing to the table is creating structure for more growth.

    Outlook is very bright for the next 4-6 quarters - need to see the margins up to the mid-20s.

    As to the short position - not a risk if you've also got a long position to play this both ways. Still think Alydar is messing with us - there's no reason for the price and action to be this weak.

    Outrageously strong balance sheet and backlogged orders in all divisions moving forward.

    Still believe interest would be much better if listed on NASDAQ. This is now a tech company and should bail on AMEX.

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