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TeleCommunication Systems, Inc. Message Board

buckeye8810 11 posts  |  Last Activity: Jun 23, 2016 11:48 PM Member since: Aug 29, 2011
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  • Reply to

    R-22 (Freon) Price

    by plpjap Jun 23, 2016 3:20 PM
    buckeye8810 buckeye8810 Jun 23, 2016 11:48 PM Flag

    Market is totally asleep at the wheel with this company. Stock is trading below 10x next year's earnings estimates, and those are probably low. Not to mention they're projected to grow top line at nearly 30%. Find me another company with those kind of numbers that has their respective market cornered. This stock should probably be trading for closer to $10.

    Sentiment: Strong Buy

  • buckeye8810 buckeye8810 Jun 23, 2016 3:59 PM Flag

    Traders would rather run up worthless biotechs 500% than invest money in a company that actually makes money. Crazy market right now. Value micro-caps have been getting no respect.

    Sentiment: Strong Buy

  • buckeye8810 buckeye8810 Jun 22, 2016 11:07 AM Flag

    Somebody has been walking it down for the past few months. Obviously, that trend can only continue for so long before fundamentals take over. Considering the stock is trading for about 3x EBITDA, I don't see this getting a whole lot cheaper. Whoever is selling/shorting this is just making the powder keg that much bigger.

    Sentiment: Strong Buy

  • Reply to

    Quarterly Report

    by bevreilly Jun 19, 2016 10:54 PM
    buckeye8810 buckeye8810 Jun 20, 2016 2:12 PM Flag

    Their new echeck verification system they introduced late last year killed the processing volumes because it prevented bad checks from getting processed. But this also reduced costs for their customers too. What PYDS is apparently banking on is that this system will attract new merchants because it will save them money. So it's not really surprising it may have cost PYDS money in the short term, but it has the potential to bring them a lot of new business.

    Sentiment: Buy

  • buckeye8810 buckeye8810 Jun 13, 2016 4:20 PM Flag

    Kind of hard for a company doing $50m in EBITDA to go to 0, especially with no significant net debt. Think you're starting to see a wash-out now with volume picking up. Probably a good sign this is forced selling. When it turns it will happen fast. Best play is to keep buying every 0.10 down or so.

    Sentiment: Buy

  • Reply to

    SEC Confidential Treatment (CT) Order

    by dow18k Jun 10, 2016 9:27 AM
    buckeye8810 buckeye8810 Jun 10, 2016 4:42 PM Flag

    Filing says it was related to exhibits in an 8-k on February 8, 2016. So it's probably related to the agreement with C2Go.

    Sentiment: Buy

  • buckeye8810 buckeye8810 Jun 9, 2016 11:50 PM Flag

    Industry as a whole has not been doing great, but PERI has been hit the hardest despite consistently beating earnings. It's probably not a secret the industry has been hurt by the emergence of ad-blockers over the past few years. My guess is this is not a sustainable trend since many sites are now blocking content for users who are running an ad-blocker. PERI is currently trading at about 0.5x revenue and less than 3x 2016 earnings estimates. This compares to companies like...

    TUBE: 1.4x revenue, negative earnings
    RUBI: 1.8x revenue, 16x 2016 earnings
    IAC: 1.3x revenue, 17x 2016 earnings
    YUME: 0.4x revenue, 63x 2016 earnings
    CRTO: 3x revenue, 25x 2016 earnings.

    Sentiment: Strong Buy

  • Reply to

    Does this company have ANY direction?

    by jimtalkner Jun 8, 2016 11:21 PM
    buckeye8810 buckeye8810 Jun 9, 2016 9:04 AM Flag

    Business is actually doing well, stock price has been getting killed though...although never on any real volume.

    Sentiment: Strong Buy

  • Reply to

    It's all over for PERI

    by let_me_do_u_2nite Jun 7, 2016 10:13 AM
    buckeye8810 buckeye8810 Jun 8, 2016 4:10 PM Flag

    Always darkest before the dawn. Nothing has changed with this company over the last 6 months, except they beat earnings handily and guided higher. So if you liked it over $2, you have to like it a lot better down here. My guess is somebody is leaning on the stock. Will be interesting to see the June short data. The stock can't go lower forever, especially if the business continues to make money and generate cash.

    Sentiment: Strong Buy

  • Reply to

    It's all over for PERI

    by let_me_do_u_2nite Jun 7, 2016 10:13 AM
    buckeye8810 buckeye8810 Jun 8, 2016 11:52 AM Flag

    Obviously no value in companies doing $50m in adj EBITDA... Stocks making new lows attract sellers and stocks making new highs attract buyers. Simple as that. Who knows when the trend will turn, but in 6 months I'm 100% confident the stock will be much higher than $1.20.

    Sentiment: Strong Buy

  • Reply to

    Sure hope peri is getting some dancing

    by chart_watcher99 Jun 7, 2016 1:25 PM
    buckeye8810 buckeye8810 Jun 7, 2016 5:36 PM Flag

    This was from the Q4 report..."We have also significantly strengthened the company by diversifying our revenue with the acquisitions of Undertone and MakeMeReach, which will represent close to 50% of total revenue in 2016, solidly positioning us in growth categories like mobile, social and video. Our strong partnerships with Facebook, Twitter, Microsoft, Google, all the major advertising agencies and over 1,000 brands worldwide, will fuel our momentum into 2016."

    Sentiment: Strong Buy

TSYS
4.990.00(0.00%)Feb 23 4:00 PMEST