Sorry, did not register you had a question for me. I own plenty of MCZ. I like what Karen is doing, but IMO, it is too risky to add to the position. DR left the company in a mess financially and any slip could prove fatal, despite Karen having wrighted the ship. I sold to put money in JVA and NAII. JVA had just reported a $.15 Qtr, which is good and if sustainable suggests the stock's fair value is closer to $8. Today they just reported a contract with Smart & Final. A great win for the company. NAII you know. I was late to the party there, but that spike down last week was too enticing to ignore.
I sold out about 28k shares yesterday to buy another issue. The bid was at $3.52 and the $3.57, and I think I put a limit order at $3.55. The shares were purchased within 3 seconds of my confirming. Make of that what you will, but someone with some decent amount of cash swept up those shares quickly.
Except be one of the most profitable solar companies in existence. Other than that little detail, they're doing nothing.
Try Glendronach 15 year (in the green bottle)...best value in Scotch, bar none.
Why does yahoo send me emails telling me that buffoons that I have on ignore have responded to my posts? Isn't the entire purpose of ignore to not waste time on the useless dribble of these board gnats? It's really ticking me off. Stop it Yahoo! Ignore means ignore!!!
You are ignoring the fact that CSIQ is keeping a lot of projects and generating recurring revenue from electricity sales. What was it last quarter? $8.6MM, off of just 257 MWp? That number will keep growing as they continue to build toward a gigawatt peak of operating assets. Further, as build costs lower, CSIQ profits from operating solar projects goes up. You're the master at telling half truths. Kudos.
She also said that $5MM was the beginning of the cost reductions and would be concluded this quarter...there are more cuts coming as she right sizes the structure.
Well...your take seems to assume the death of the gaming industry, which I am unwilling to do. We have seen the Wii come and go. We have Zynga rise and fall. I could go on. The point is that there is strong demand as the market remains hungry for the next big thing in gaming, making and breaking billion dollar companies along the way. History tells us that a company just need to be on the leading edge of the wave to have resounding success.
The question is can MCZ identify that demand, create viable products to leverage that demand, and execute upon it. They are well positioned, creating products that are respected in the industry. Management of costs during lean times before the next big thing is critical to success...for MCZ and every other company in this space, IMO. We haven't had that under DR.
The RB4 bet was not a bad one. I just don't think they expected GHL to compete so aggressively, which undermined the potential success of RB4. I think I mentioned a while back that when I went into Target post Thanksgiving, there was one RB4 on a lower shelf, hidden away. Meanwhile GHL had two large interactive displays with 30+ boxes on the shelves. I suspect that there were no winners in the music gaming space this holiday season.
2nd highest sales quarterly net sales says that their strategy is not all wrong...the bottom line numbers are what is killing them. They need to streamline operational costs and get margins line...if they do, you have a viable company.
I don't know how many of you saw the movie "Big," with Tom Hanks, but when I think of DR I get this picture in my head of Hanks at the end of the movie when he is trying to pitch his $60 electronic comic book...cool, but no one would ever pay enough for the product to make any money. Sounds familiar?
It has taken about $174k write off of goodwill that has dragged earnings, but eliminate those one time value impairments, and the company is still earning a profit even with difficult sector metrics. If it can continue to survive, this will become a huge steal.
Article by Ben Kuchera on Polygon. Look for January 7 article with interview of Alex Verrery describing positive impact VR is having on Saitek products.
my problem, Hopeful, is that I have everything on my iphone. Trying to switch over after having had iphones since 2007 is not that simple. If Google or some other company could make the switch seamless, including transfer of transferable apps, the switch would accelerate, IMO.
Jumped to over $100MM from historical $70mm+ Anyone know? Are we looking forward to a large sell through and pay down of APs, or are we looking at a write off at some time in the future? (I realize that KTCC makes product to order, but last quarter we had burned costs as well from a cancelled program.)
I don't see it on the recent 8k. If the debt is personally guaranteed, unlikely that this ends with a a foreclosure, IMO, as the guarantors remain on the hook. No reason for them to continue to extent and amend the loan unless they have some downside protection, it would seem.
It is a bit strange that a deal that is suppose to close this imminently has not been publicly announced. Usually, they announce as soon as they go to definitive docs. That they haven't in this situation leaves me wondering whether there is in fact a deal to acquire SPDC. Wouldn't that have to be disclosed?
I was with you on pricing....all the way up to the idea that there will be a premium paid. The sale price vs. debt encumbrance is something we will not know until the deal (if any) is disclosed. I guess the one indication we have is Willis acquiring at $.13 this week, which suggests the price will at least be in excess of that price, but not sure an acquisition of that size is apropo of anything....
Let's hope. I don't know the value of any of these anecdotes. For all I know, there were 20+ BiB in the store last week and they reshuffled GH to fill empty spots left by all the BiB sales. ;) Who knows...prior efforts to predict sales have been in my estimation pretty unreliable. Just thought it was interesting how heavily promoted GH was. That has to cost something, right?
Visited our local target. Had one BiB buried on a bottom shelf, end of aisle (away from main corridor) where it was difficult to find. Guitar Hero by contrast had at least 20+ in stock, a major, interactive display and prime space at the front of the electronics department. Clearly GH has more clout at least in some stores.
LOL...I know you know the difference between fact and opinion. ;) I may acquire more shares in the future, but I won't do so by soft bashing the stock to get a lower price. It's a high risk/high reward proposition, but the number of opportunities they are working on is very promising. Hope you have an enjoyable Thanksgiving holiday with your family.