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HP Inc. Message Board

crazyworld4u 41 posts  |  Last Activity: Jun 27, 2016 10:43 PM Member since: Sep 27, 1998
  • crazyworld4u crazyworld4u Jun 27, 2016 10:43 PM Flag

    It might take a while, especially with what's going on now with the latest man-made calamity, BUT Bretelon and Zwave WILL imho be worth "at least half of that 1.2 billion." SIGM "is" going to eventually skyrocket once again in this latest cycle of theirs. SIGM is my favorite stock right now, at its current price. VERY confident - if the rest of my stocks don't kill me first.

    Sentiment: Strong Buy

  • Reply to

    Cash flow positive by 2017

    by long_nwac May 25, 2016 4:15 PM
    crazyworld4u crazyworld4u Jun 14, 2016 5:43 PM Flag

    That's a TERRIBLE answer to my legitimate questions.

  • Reply to

    Cash flow positive by 2017

    by long_nwac May 25, 2016 4:15 PM
    crazyworld4u crazyworld4u Jun 13, 2016 8:58 PM Flag

    WHY is it heading to $5?
    Just because the general market is going to take a dump?
    WHY do you say PSTG is going to $5?
    Something wrong with the company?
    Looks to be the fastest growing storage company in history with a great
    profit margin, lots of cash in the bank, NO DEBT, a great product line, a great NEW
    product about to come out (flashblade), pretty good management, rapidly growing list
    of very happy customers.
    So I ask again, WHY do you say the company is gpping to $5?
    Care to give us ANY facts to back up your prediction?
    Or we just have to take your prediction as is because it's from "the lion?"
    Just dogma? Or, any facts? Reasons? History?
    Competition? Or, is your prediction almost entirely based on predicting another leg down
    in the whole market?
    Any REAL fact based clarification would be appreciated.
    Thank you!

  • crazyworld4u by crazyworld4u Jun 3, 2016 5:01 PM Flag

    Received this in my email today, from Staples:

    "Dear Valued Customer,

    Staples will discontinue selling Staples Connect in our stores and online, but the Staples Connect service and related products will be supported in collaboration with Z-Wave Products, a leading provider of Z-Wave enabled wireless technology including security, lighting, and energy monitoring products, and smart home software company Zonoff. Z-Wave Products will work with Zonoff to continue to make updates to the Staples Connect App ensuring that it continues to operate with your existing home automation products."

    Sentiment: Strong Buy

  • crazyworld4u crazyworld4u May 10, 2016 7:09 PM Flag

    READ the S-3 CLOSER! It is NOT $50 million of stock! It states "UP TO $30 million" of STOCK - MAXIMUM.
    The $50 million is the MAXIMUM that might be raised "from time to time" and is a combination of debt, stock, warrants etc. BUT not more than $30 million in stock. That would mean not more than about 10 million shares dilution MAXIMUM with the stock at $3. IF the stock is 4 or $5 at the time then it's much less than 10 million shares. They already have over 40 million shares outstanding. Another 6, 7, or even 10 million shares is not a huge deal IF the money raised is used wisely (faster growth, a great acquisition, eliminate expensive debt interest, etc).
    Most important point to remember is that this shelf registration is a great TOOL to be able to raise money QUICKLY "IF" they need to some time in the future. They don't have to use it AT ALL if they don't need to. It can't hurt to do the filing, it can only help.

    Sentiment: Strong Buy

  • First, I AM and have been a long-term FUEL stockholder.
    My average cost is not important - to me.
    What's important to me, right now, is where is FUEL. the company, and FUEL, the
    stock going from here.
    And I see steady, slow to moderate growth continuing for at least the next
    several years.
    I see FUEL essentially breaking even (as in cash from operations) in 2016
    and then becoming increasingly profitable (cash from operations) each year
    after 2016,
    By 2020 (for the full year) I see FUELhaving NON GAAP earnings of AT LEAST 50 cents
    per share which will put the stock at least for one day in 2020 at at least $12 per share.
    So that's a quadrupling of my FUEL stock investment from today in approximately 4 years.
    I'll take that performance any time I can get it.
    AND, imho, it's with very minimal downside risk.
    Any consideration of a buyout by 2020 does not enter into my calculations and I don't
    believe it should - EVER.
    Things looking the best they've looked for FUEL since things started going sour shortly after
    the IPO.
    FUEL appears to be a good value investment AND a growth investment AND in pretty
    good financial shape.
    My kind of stock.
    Have to have PATIENCE, as usual.
    Put the stock away, don't watch it like a pot of boiling water, and go watch the NY Mets
    win ballgames.

    Sentiment: Strong Buy

  • crazyworld4u crazyworld4u May 8, 2016 11:46 PM Flag

    EXCELLENT research and reporting Ken!

    Sentiment: Strong Buy

  • Reply to

    SIGM is now a Bretelon play........

    by crazyworld4u Apr 26, 2016 12:30 AM
    crazyworld4u crazyworld4u Apr 26, 2016 8:16 PM Flag

    Exactly! And, btw, LoRa units are nowhere as good as Bretelon's ultra low power LTE units!

  • I'm expecting SIGM to stay in a relatively narrow trading range until the new Bretelon LTE IOT very low power devices hit the market with significance starting in 2017. Then, imho, SIGM's stock "will start to sprint" as in the words of the CFO on the most recent conference call. Those Bretelon $5 a piece devices (or therabouts) should sell by the millions - worldwide, and SIGM, I believe, will then have a super cycle equal to the one that shot them up to $70 a few years back (though I am not predicting or looking for $70 this time).
    TV silicon will be nice, and their existing regular ZWave business will remain nice, but those new Bretelon devices really do look to be a hot item. I can think of numerous places that I would like to place one right now, and would, if I could buy one. And utilities (water meters, electric usage, nat gas, etc) should love them.

  • Reply to

    Looking for an entry for next leg up

    by rbgmauq Apr 20, 2016 10:55 AM
    crazyworld4u crazyworld4u Apr 26, 2016 12:18 AM Flag

    I basically agree, especially that it would take another company at least twice what FUEL is going for to build up the same infrastructure.
    So, the question is, would another company want something that is essentially what FUEL is and has to offer?
    I think the answer is yes. FUEL's products offer real and satisfactory returns on investment in certain sectors.
    But mainly, FUEL's vast network of computing power would be very hard to duplicate in a short time period, for ANY company, even a very large one. imho

  • Reply to


    by jisleibmin Apr 13, 2016 9:30 AM
    crazyworld4u crazyworld4u Apr 13, 2016 10:11 AM Flag

    All of the same analysts that are now changing their price targets to $15, or so, had price targets of over $100 a few months ago. WHY would anyone EVER give any consideration to anything they EVER say?

  • crazyworld4u crazyworld4u Apr 12, 2016 10:58 PM Flag

    You don't read very well! I did not pay ANY premium for Puts. I sold Puts short and took in premium. Obviously, you don't understand options too well.

  • crazyworld4u crazyworld4u Apr 12, 2016 5:21 PM Flag

    "What does your research show now?" you ask me.
    Well, first of all, my research was correct and I had a LONG position BUT made a profit on this disaster.
    How? My research told me, correctly, that even IF the ODAC meeting gave a rejection to ROCI that the stock would not stay below $10 (IF it even went below $10 temporarily) because of Rucaparib and because of CLVS' net cash position. So, I was loaded up with a SHORT $10 April PUT position (essentially a long position).
    Result: ODAC meeting bombed for CLVS, stock dropped more, I made a profit anyway, and closed the short Put position.
    What about now?
    I'm going to do it again with probably July 10 Puts. Won't matter if the June 28th PUDUFA date is also a NO.
    Ultimately, I plan to go LONG on the actual shares as I feel that Rucaparib is a much better bet than Roci and will get accelerated approval. So, Astra Zeneca won one and now they will lose one to CLVS. I believe Rucaparib, alone, is worth $30 per share to CLVS (at least).
    On a side note, I thought those most of those MDs on the ODAC panel were morons.

  • Reply to

    Place for rociletinib

    by j_dog_53045 Apr 9, 2016 1:49 PM
    crazyworld4u crazyworld4u Apr 9, 2016 5:09 PM Flag

    Even IF Rociletinib is a 100% failure (which I don't believe), CLVS' second drug for advanced Ovarian cancer, Rucaparib, will be, imho, a $1 billion blockbuster and by itself send CLVS to at least $50. That's my true belief and I am taking action accordingly. Rucaparib is, as of today, one of the best Ovarian cancer drugs EVER. And, Ovarian cancer is a huge, terrible, extremely hard to treat form of cancer. Also, it should have use in other cancer types, with patent protection until 2035!! Anything can go wrong, obviously, and there are never any guarantees with any drug (as we saw with Rociletinib) but Rucaparib looks very very good. Notice that almost every news story on Friday failed to even mention Rucaparib, including Fuerstein, who I HATE with a passion.

  • AVASTIN is the number 1 selling anti-cancer drug in the world and it has a BLACK BOX warning!
    This talk about black box warnings is laughable. Virtually ALL of the candidates that might take CLVS' drug that is now up for approval will be dead, no matter what they do, within a few years. I don't think a black box warning on a drug they might take is the biggest thing they have to worry about right now.

  • Does anybody take the time to actually do any research? If you do your homework, read all press releases, and listen to all conference calls, you won't need to read or worry about any bs that any analysts or reporters, like Fuerstein for example, write about CLVS or any other stock.

  • Reply to

    Fast $3

    by nvnnu Apr 8, 2016 10:59 AM
    crazyworld4u crazyworld4u Apr 8, 2016 11:50 AM Flag

    You say, "In view of the information released this morning, what company would even think about buying them?"
    Remember, they have a second, MUCH better drug, that is also up for approval later this year. The other drug has been shown, so far, to be THE BEST drug ever seen, bar none, for a certain type of advanced ovarian cancer. Even IF their first drug FAILS totally the second drug looks like a blockbuster worthy of this company being a buyout candidate.

  • Reply to

    Analyst Comments: Expect Approval on 12th

    by rn1.golfer Apr 8, 2016 11:24 AM
    crazyworld4u crazyworld4u Apr 8, 2016 11:46 AM Flag

    There is NO approval or lack of approval on April 12th!! That day is ONLY a recommendation to the full FDA to approve or not! The actual decision date is June 28th!! GET YOUR FACTS STRAIGHT!

  • Reply to

    10% drop ?

    by muench.john Apr 4, 2016 4:49 PM
    crazyworld4u crazyworld4u Apr 4, 2016 7:32 PM Flag

    Stock dropped today because of the story in WSJ I believe it was. Story sited some supposed oncology expert who questioned CLVS' honesty. He may or may not be totally off base. But just bringing up the possibility of dishonesty did in the stock. Personally, I feel it was a little slanted against CLVS.

  • Reply to

    april 12th

    by muench.john Apr 4, 2016 6:09 PM
    crazyworld4u crazyworld4u Apr 4, 2016 7:28 PM Flag

    It doesn't work that way. On 04/12 the advisory committee will only recommend to FDA either approval or not.
    Then the actual decision by FDA will likely be in July. The 04/12 decision to recommend or not will be around 1 pm edt. That meeting starts 8:30 am and ends about 1 pm. Also, it is likely that trading in the stock of CLVS will be halted all day on 4/12.

14.18+0.02(+0.14%)Jul 26 4:02 PMEDT