Relax....... When GS gets involved with a company the first thing that happens, after the pop of the announcement of their involvement, is the stock is hammered down , sometimes 10-20%. This stock has a setup for a Spring, on any tangible news, coupled with the high short position. Just keep averaging down.
Very interesting post....... Quite similar to when Apple engaged GS, and GS sold bonds that rewarded the downside for GS..... Contributed to the AAPL price down 10% after the earnings call in January 2013. If your bought Lulu under 50 you will come out OK....something is going to come of the work here, sooner rather than later. Just sit tight and dollar cost average...
There are a couple of websites which track Cramer#$%$ and performance vs the S&P. very interesting reading...... His results are embarrassing. He has also openly professed and admitted to manipulating stocks when at his fund...so one has to wonder if his positions are designed to do so for friends , or he really believes his stuff..... At that moment in time. One can never forget he recommended Bear Sterns as a buy, at 62 PPS and within a few weeks the stock was at 2.. Would be very careful following any recommendation of his..... That being said...RAD will be fine.....
All they need is a management team led by a visionary woman....and end the drama. Their numbers are OK, cash flow is predictive, and initial results from London are positive. Lots of good stuff overshadowed by the founder's ego and lack of a filter.
The founder will get religion and recognize this is his only path to prosperity. Need new blood... Will happen sooner rather than later.
Total recall = 28million customers back to the dealers. Opportunity to build new relationships. At least they are acting fast, and taking ownership. That being said...every top exec, who was on board during this period should be retired.....including Barra......... Don't see cannonizing the same people who allowed the problems to go unchecked. Fortunate the media is going light in them.
The only way to justify a pay package of 2.5% of market cap or 7% of sales is through increasing both. My sense is he has been hired to tidy the house for a joint venture/ buyout. Going it alone is not in the long term cards. An awful lot of options exercised by departing board members. The cash is a plus In an M&A move.
The best thing posters can do is stop talking about or referencing the Street. They have become a circus of thinly research, catchy headlines, many of which are beyond absurd. If no one acknowledges them , they will disappear. TST is at $2.30 PPS. The writers mirror Cramer's impulsive overreaction to most financial reporting. Very thin in the real world experience department. Don't think their intent is insidious, just weak.
What one never knows is whether he is just a poor market analyst, or an insidious pawn to help fund friends enter or exit a position....... His dialogue is confusing, cynical, and loaded with sarcasism, which enables him to take a position , flip the position, and then take the same position again. A very complicated man. Best you a avoid listening to him. Just my opinion.
This was a known event since April.....there was no sense of urgency to react before the shareholder meeting. If this was a major concern, it would have been addressed. By all appearances, this company is being shaped to grow though acquisition of content and talent, or be sold..... It will not be standing still and treading water.
When you back out the tax value of the PFE offer, the real number is in the 80s. AZN has run the numbers and knows it. So something is missing from the analysis. See the PPS bouncing tomorrow, and should be range bound between 68-73 for the near future...... The onus is now on the AZN management and BOD to justify their decision. The major stockholders will be vocal and will need , and deserve more visibility...
You are 100% correct....their break even! without the new hire! is about 133M/ Q , which would require double digit growth at current margin levels. This thing will float between 8- 9, until the not earning..... If it does not show visibility to profit in 2015, then the only thing that will save them is a buyout.......
This guy worked for HP, in a high visibility position. Someone must have a read on him.......is he as you describes , or as the pasta man rants...... Coming into the company, after the founders left, is a key hire..... Has he been successful at previous jobs........ .? I am not in this industry, and would love input from people who know.
So back to my original question. The basis for your assertion that the CEO is an idiot....... . ? Based on the diatribe it appears you are making you observations based on media and the conference calls, not first hand working experience with the CEO. By the way , I also listened to the conference ER call and was not impressed........that is the basis for my question .......first hand experience with the CEO.
Can you please explain the basis for your negative comments on the FIO management and CEO. Have you worked with them at another company, been a supplier to them, a customer ? You make some very strong assertions, which may or may or be accurate, but a tangible basis for your comments would be helpful. Orherwise, it appears you are just making observations for the purpose of getting a rise out of the board. I trust this is not the case.
Well said and direct to the point. No transparency often means...no visibility ....... Liked your analogy to a division in a large company, as the reality is, that is where FIO belongs.
All of these posts , both positive and negative, would be neutralized if FIO was more transparent and provided more updates between earnings, a bit too quiet......
Don't get too excited about Goldman upgrades.... Often have a very short shelf life. You should also note that with the upgrade they lowered the price target from 46-34. Much of the basis for the upgrade was the recent collapse in the PPS. The key to NMBL is the earnings, sales growth and share dumping once the lockup is up.