I can't imagine it, given the recent press release saying that OIS sales are at their beginning stages.
LOL...you should see your therapist about your paranoia complex. I can see that you are not strong on basic logic.
If I were trying to trick people out of shares, wouldn't I being saying the stock is over valued at $5? never said that did I? In fact, didn't I say its value could be justified at $8. Why would someone trying to trick people out of shares be saying teh value of the stock is 50% higher? Hmmm...when the clouds clear in your mind maybe you can then respond intelligently.
People claiming that JVA is going to make a run similar to 2011 are trying to sucker people in on a pump and dump. I'm happy to see JVA have sustained growth as a result of intrinsic strength in their BUSINESS. I want the business to do well and I will do well, and I am sure I am far more invested in this company than you are or ever will be, peanuts. Now go study some basic logic so that you can make make some intelligent posts.
Sorry...accurate does not equal negative...unless you are here to pump and dump the stock. I can imagine that those who want a quick trade at the expense of others might be irritated by my observations--just like in 2011-- but that doesn't make my post negative. I'm long 20k shares, but I'm here as an investor, not a pump and dump scam artist. Which are you?
Agreed, argyle. It is changing, but it's far too early in that cycle to being predicting now that the stock is worth a whole lot more. I can see an $6-$8 valuation right now, but to reach higher values, material advances in China have to be made. Even then, it would probably make sense to spin off the licensing activities because the distributor business will weigh down its valuation. Thanks for the intelligent post and the chance for discourse. Can you train the other monkeys here to play nice?
Hmmm...great reasoning. When JVA gets the Keurig cup, let me know. I did n't realize the regular posters here were such emotional neanderthals. Way to go!
IMHO, it is irresponsible to suggest that 2011 can be repeated for any reason, other than the reason it shot up at that time...which was purely a momentum play. Momentum players came in and drove the price to levels unsupported by and unsustainable from any fundamental perspective. I said then that fair value was around $9-10, when it was trading up in the $20+ range and I was shouted down by the momo players. Those not listening were left holding the bag.
When it comes to momo stocks, rarely does lightening strike twice. That play is over and dead. People now know that JVA's business model cannot justify outrageous PE multiples, and that will stand as a limiting factor for a long time. Again, all in my humble opinion.
Care to share your reasoning on this statement: "The cash flows easily cover the debt obligations as currently structured." Not sure this is a true statement.
Both have been posting on Seeking Alpha about the future of CSIQ, with Travis Hoium doing soft bashing and Robert Dydo making the long term bullish case, but acknowledging short term potential softness if the market doesn't understand the financials behind a transition to Yieldco. Balls in Hoium's court. Response, if any, should be interesting.
if you want a bullish view of what's ahead, search for a seeking alpha article called: Buy Key Tronic Because Its Executives Are Bullish! (And Credible.) Parsing a lot of words, but it is compelling.
Yeah....there really wasn't anything positive in that PR. No visibility on OIS, acknowledgement they are heavily exposed to the PC market, and nothing but guarded statements on leveraging commercial suspension demands. There's always an explanation behind orchestrated drops in share price...and we just got it. Information leaks like a sieve from this floating pile of &(*&(*&*
It's been steadily rising for a while now. Can anyone put their finger on why?
Hogwash...you are constantly bickering with multiple posters. You justify yourself by saying, "if X hadn't said...I wouldn't have responded...." Newsflash,...you don't have to respond to anyone. You do because you like to foment bickering and BS. I see through your facade. Leave, or starting talking about CSIQ.
You can SEE that my post was a direct response to yours. You keep blaming others for your posts, but IT TAKES TWO TO TANGO. You are half the problem., You have no problem fomenting disputes, and clearly you feel justified in doing so. Grow up and take your schtick somewhere else. PLEASE!
Yes...my math tells me they lost $250k in the 4th quarter. Given the outlays for Mexico, not a bad burn rate, and it seems like the convertible debt is meant to bridge them to profitability. PR seems very positive to me...note the comment on the hold period for shares issued on conversion.
I think everyone is over thinking this. The PR said it was for long lead items. You can't park your working capital as deposits/payments for long lead items and hope to operate for the next couple of quarters. They needed money that could be parked for 9+ mos. Equity is the obvious option, notwithstanding how distasteful it is to sell equity at these levels.