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Arrhythmia Research Technology Inc. Message Board

roboklerk 10 posts  |  Last Activity: Jul 12, 2016 12:33 PM Member since: Feb 2, 2009
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  • come early-to-mid November, if institutional holders don't move quickly. The tax loss selling season coincides w/PRCP's reporting of its normally seasonally weakest Fiscal Q1, and it is often a loss for the quarter. Look at the margins. They do not make a profit. They are giving away business to stay alive. No wonder they win contracts. I'd buy from the guy offering 29% gross margins instead of the guys doing 55%-78% gross margins (FARO and CGNX).

  • Reply to

    AWLCF Frustration

    by juanruiz1330 Jul 8, 2016 4:18 PM
    roboklerk roboklerk Jul 12, 2016 9:59 AM Flag

    It's tough being tied to the commodity cycle. It's tough playing small cap home run type stocks. Look at a company like VZ instead, from $38 to $55 and still paying a Divvy over 4%. No one turns off the taps on VZ, unless everyone stops using their phone for text, call and data.

  • roboklerk roboklerk Jul 11, 2016 4:16 PM Flag

    This is garbage, put it out curbside overnight for pickup

  • Never seen that before, by any company. Geezus, six weeks from now they will have to announce it again because everyone will have forgotten about it. Maybe they just wanted to assure everyone they will still be around in two months, they will report the quarter as per usual, they will not be pushed around, nobody is going to take control of the company or their entrenched positions and they wanted to make that perfectly clear. Of course that would be just about the worst outcome for shareholders. These are the last guys you want driving the bus. The technology has always been great. The management infrastructure (or lack thereof) and Board oversight has been at the other end of the continuum. What's the gross margin on the new business awarded? Orders mean little unless you know the profit embedded in them.

  • Reply to

    Habert increases stake to 505K shares

    by chrismoore2525 Jun 29, 2016 11:13 AM
    roboklerk roboklerk Jul 5, 2016 2:31 PM Flag

    The time for "constructive" discussion is over. It has been at least four months since Moab acquired its initial stake. Stop diddling around. The Reporting Persons need to get on w/the coup. Marz and the BOD will never cede control. Just go about the business of removing them before more shareholder value is lost.

  • Reply to

    Habert increases stake to 505K shares

    by chrismoore2525 Jun 29, 2016 11:13 AM
    roboklerk roboklerk Jul 5, 2016 11:56 AM Flag

    To be fair, the other legitimate take on all this is that the reporting persons have pretty much "scrubbed" all the alternatives available w/other shareholders, competitor companies, industry analysts, investor professionals and......nothing has come of it. No one is stepping up to take out the company. Now, of course, it would be formally up to the Board of Directors to decide to explore strategic alternatives and we have no announcement of that, only that discussions w/the reporting persons have been constructive. If they could really sell the company, why wouldn't they just do it, or at least announce they are exploring various alternatives to enhance shareholder value. The sentiment remains that executive management and the BOD may have to be dragged "kicking and screaming" into an alternative solution that enhances value for its shareholder owners. The pressure to do so has definitely been turned up a notch, but after two decades of fumbling the ball on the goal line time after time we'll have to just wait and see.

  • roboklerk roboklerk Jun 30, 2016 6:58 PM Flag

    It is run like a private entity. Shareholders are irrelevant to them. Mr. Friedman is irrelevant to them. Fiduciary obligation is a curious theoretical construct to those overseeing this company not a practical consideration.

  • Reply to

    Habert increases stake to 505K shares

    by chrismoore2525 Jun 29, 2016 11:13 AM
    roboklerk roboklerk Jun 29, 2016 5:20 PM Flag

    Nice catch wiseinvest. That's good news. But as I recall, when Moab first disclosed their initial stake some months ago, they also at that time had thought they had struck a constructive tone w/Mr. Marz. What is different now as some more time has passed could be three things: 1. The market, as evidenced by the stock price, has shown an utter disregard and lack of faith in the new CEO and Chairman 2. Relatedly, the CEO/Chairman and BOD's personal stock holdings and option values have all progressed on a glide path toward oblivion and 3. Two activists are now involved and they have also talked to other shareholders, industry analysts, competitors and investment professionals. All that said, it may be time that Mr. Marz will finally give up his "death grip" (w/multiple meanings intended) on the company and will acquiesce to the best interest of all shareholder owners. That is a completely rational and high probability interpretation of what is occurring, though no certainty that reason will prevail. This should have occurred two years ago, but we are where we are and I'll take it.

  • Reply to

    Habert increases stake to 505K shares

    by chrismoore2525 Jun 29, 2016 11:13 AM
    roboklerk roboklerk Jun 29, 2016 12:19 PM Flag

    And again I ask, what are they waiting for? Why have they not replaced the CEO and BOD after nearly two decades of undermanagement? Surely they have enough of a stake to stage a coup. Surely most other retail investors would follow their lead if only they would put forth an alternative slate. How many CEOs. CFOs, COOs, CTOs, Controllers have left in just the last couple years? That pretty much tells the story here. Look up the definition of the word "entropy" in the dictionary--you will find the word Perceptron next to it.

  • roboklerk roboklerk Jun 27, 2016 7:28 PM Flag

    I thought it was mostly a teeth thing w/the Brits, but have you seen Boris Johnson's hair? Dude is still in a 1965 "Rubber Soul" time warp. Can't wait to see him get hung up on a zip line again. Olympics are right around the corner.

HRT
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