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Ballantyne Strong, Inc Message Board

  • b9molecule b9molecule Jan 31, 2011 10:07 AM Flag

    Stifel Nicolaus Technology, Communications & Internet Conference

    Ballantyne Strong Management Presentation at Stifel Nicolaus Technology, Communications & Internet Conference to be Webcast Live on February 9th at 3:50 PM PT

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    • When funds are interested in selling, the retail investor gets crushed no matter how good the fundamentals are.

      Just look at last quarter's earnings release and price action to see the carnage.

    • 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.

    • Presenting right after RealD (RLD) with whom they have a realationship with.

      • 1 Reply to tigerpac
      • Anyone who owns BTN or is even contemplating a purchase should spend 30 minutes listing to this presentation.

        You will need to register with a valid e-mail address.
        Click on the link within the PR on the Yahoo news page.

        Two significant developments:

        NEC is releasing it's 4K digital projector in March 2011. It's supposed to be the next generation projector that trumps Sony, Barco, and Christie Digital. Also, BTN's plant in Canada had expanded screen production capacity by 35% mainly to supply the expected surge in IMAX screens around the world.

        Minor developments include a Network Operation center that will allow BTN to remotely diagnose and repair diagital projectors which helps during emergency disruptions and could allow theaters to solve problems within minutes or hours instead of days waiting for a technician. It's another new profit center that the company has high hopes for.

        Even though BTN is not reporting until early March, they seemed to be telegraphing another strong quarter IMO using words such as strong growth, surging sales, plenty of opportunities. China got most of the talk but Central and South America has just as much potential.

        You got to have balls of steel to be short this stock knowing what is coming up. Since this was a technology conference, there was no mention of stock exchanges, only it was reinterated many times that BTN is the only pure play public company in the projector and screen business.

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