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blackoutbuzz 594 posts  |  Last Activity: 14 hours ago Member since: Apr 26, 2001
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  • blackoutbuzz blackoutbuzz 14 hours ago Flag

    I agree. The market's been basically range-bound for well over a year now and while economies are not growing quickly they are not collapsing either. I am mildly optimistic here. I see the Fed doing minor rate hikes over an extended period and the world coming to accept the great recession is officially and finally over and moving back to a more normalized economic pattern. It's about time.

  • Reply to

    Ramping up

    by jmeuva May 24, 2016 5:18 PM
    blackoutbuzz blackoutbuzz 15 hours ago Flag

    ---Hope you miss out on anther good day on Monday.---

    BTW, I see no reason for you make this type of snarky comment. I was long OLED and made decent profits from it over the years. I no longer have a position in the stock due to poor results in the last few quarters and growing doubts about management.

  • Reply to

    Ramping up

    by jmeuva May 24, 2016 5:18 PM
    blackoutbuzz blackoutbuzz 15 hours ago Flag

    While true that CREE faces competition and OLED does not (although as hounded pointed out new technologies can always change that), both companies seem to suffer from weak management. Bad decisions, whether related to how to deal with competition (CREE), or how to negotiate contract terms (OLED), is the issue here. Both companies have a spotty record in my view.

  • Reply to

    Ramping up

    by jmeuva May 24, 2016 5:18 PM
    blackoutbuzz blackoutbuzz 15 hours ago Flag

    You seem to miss my point entirely. I do not refute any part of what you have stated. My problem is not with OLED's patents and products. It is with management''s ability to fully capitalize on it in the face of rapid growth in oled end-demand.

  • blackoutbuzz blackoutbuzz 17 hours ago Flag

    I don't generally short stocks (although I have used put trades to that effect on occasion) but am curious, what will be your criteria to enter a short position on OLED?

  • Reply to

    Ramping up

    by jmeuva May 24, 2016 5:18 PM
    blackoutbuzz blackoutbuzz 17 hours ago Flag

    Yes there are threats like QLED or TADF. But my point was that even if these alternatives don't prove viable and pholed goes mainstream and grows at a 30-50% clip, I have nagging doubts about whether management will be able to deliver similar growth rates.

  • Reply to

    Ramping up

    by jmeuva May 24, 2016 5:18 PM
    blackoutbuzz blackoutbuzz 17 hours ago Flag

    OLED reminds me a lot of CREE. Only blue skies ahead as LED demand was set to soar. Guess what, it did, but CREE turned out not to be a main beneficiary of that growth. Management ability and strategy is a huge factor in determining the success of a company. To date, I have not been impressed with OLED's management's ability to execute. They seem to be weak in contract negotiations, and have stumbled in strategy to expand product offerings into host.

  • Reply to

    Ramping up

    by jmeuva May 24, 2016 5:18 PM
    blackoutbuzz blackoutbuzz 17 hours ago Flag

    But in the case of such stocks, strong growth is expected and demanded in front quarters, and any failure to deliver is promptly penalized. In the case of OLED, the market is apparently ignoring near-term prospects entirely and looking much farther out ahead. A lot can happen (positive but also negative) from here to mid 2017+ when strong growth is finally expected to set in.

  • Reply to

    RAI Profits

    by notsoobviousman1 May 24, 2016 3:52 PM
    blackoutbuzz blackoutbuzz 18 hours ago Flag

    I'll probably do that with BTI before the Brexit vote. The next divie is months away anyway.

  • blackoutbuzz blackoutbuzz 18 hours ago Flag

    I think it's clear demand for U will only increase. The issue is supply. First it was de-arming of nuclear warheads. Now it's enriching facilities converting tailings. This reminds me alot of the Pd story. Demand growing, supply deficits claimed, and yet supply continues to appear seemingly out of thin air for years on end.

  • Reply to

    #$%$

    by blackoutbuzz May 24, 2016 11:16 PM
    blackoutbuzz blackoutbuzz 18 hours ago Flag

    Dude, GordD is headed straight to the funeral pyre early, as tragic an ending as can be.

    I can just hear him singing it now... “You know Pauline, no one escapes the Grim Reaper anymore. Nobody. Are you really the messiah? Yes I am. "

  • Reply to

    #$%$

    by blackoutbuzz May 24, 2016 11:16 PM
    blackoutbuzz blackoutbuzz 20 hours ago Flag

    Followed the Hip for so many years I can't believe I never saw them live. I always thought they'd just be around forever so one day.... one of these days. But now it just seems all too final and sad to go see them. Instead, I'll just keep on listening to all the amazing tunes the Hip put out for the last three decades till the day I die too. A poet indeed...

    watch?v=E_RSJ6xuHbE

  • Reply to

    Ramping up

    by jmeuva May 24, 2016 5:18 PM
    blackoutbuzz blackoutbuzz May 24, 2016 11:50 PM Flag

    You appear to be impressed by big numbers. I have a few more for you to dwell on... 201.85, 39.26, and 2.49... OLED's TTM PE, FY17 PE, and PEG.

  • blackoutbuzz by blackoutbuzz May 24, 2016 11:16 PM Flag

    Why does this #$%$ have to happen to the good guys? And the #$%$ guy still plans to do a tour with the band this summer before he dies. How selfless can you get.

    @News that Tragically Hip frontman Gord Downie has been diagnosed with a terminal form of brain cancer has elicited a sea of support from fans across the country and around the world.

  • blackoutbuzz blackoutbuzz May 24, 2016 8:38 PM Flag

    On the contrary, I think there is significant value in communication formats that are transient in nature. It is the opposite of the current state of internet-based communications, where practically everything you do or post is archived for eternity. Many people end up paying severe consequences for material they post on the web. For example all your idiotic comments will be here on the SPY board for everyone to see forever.

  • Reply to

    ZoomLion doesn't want Terex

    by jamessmarson7 May 21, 2016 5:50 PM
    blackoutbuzz blackoutbuzz May 24, 2016 8:18 PM Flag

    You seem to lack basic comprehension skills so instead of continuing this pointless debate, I think I'll wait for someone else to to wander onto this message board, read though this discussion, and weigh in on who has presented a logical viewpoint here.

  • blackoutbuzz blackoutbuzz May 24, 2016 10:42 AM Flag

    Indeed. The new rules favour Big Tobacco over vaping startups. RAI, MO, and ITYBY will dominate e-cigs, and if consumers reject e-cigs then they will fall back to conventional cigarettes. It's a win-win scenario.

  • Reply to

    can it hold? this is the question

    by houndaround25 May 24, 2016 6:34 AM
    blackoutbuzz blackoutbuzz May 24, 2016 10:35 AM Flag

    Big moves like this are surely attracting daytraders, so expect high volatility in the near term. GS said 75 so it would not surprise me if Thy Will Be Done.

  • Reply to

    Forbearance runs out tommorow

    by bdman54 May 5, 2016 7:41 PM
    blackoutbuzz blackoutbuzz May 24, 2016 10:18 AM Flag

    FELP shareholders are apparently thrilled at the prospect of a 75% dilution. Another extension to get the remaining debtholders on side.... July 15.

    @@@
    � Holders of the Notes who are not affiliates of the Partnership, Reserves (as defined below) or Reserves Investor Group (as defined below) will exchange their Notes, through an exchange offer by the Partnership (the "Exchange Offer"), for: (i) between $114 and $120 million aggregate principal amount of second-lien senior convertible PIK notes (the "New Convertible PIK Notes") (with a maturity date of April 7, 2017 and a 15.0% per annum PIK coupon), which may be redeemed or purchased: (a) at the Partnership's option by or on behalf of the Partnership; (b) at the option of Murray Energy Corporation ("Murray"), by or on behalf of Murray; or (c) some combination of the purchase/redemption options described in clauses (a) and (b) that results in the entire purchase or redemption of the New Convertible PIK Notes (clauses (a), (b) and (c) being referred to as the "Note Redemption"). The New Convertible PIK Notes, if not redeemed or purchased under a Note Redemption, will convert into common units of FELP (the "Common Units") representing 75% of the total outstanding units of FELP (including Common Units and subordinated units) on April 7, 2017;

    Extension of Notes Forbearance Agreement: On May 20, 2016, the Partnership entered into an agreement with certain holders of the Notes to extend the term of the existing forbearance agreement that was entered into on December 18, 2015. As a result of the extension, the forbearance period now runs through July 15, 2016, unless further extended by the noteholders in their sole discretion or unless earlier terminated in accordance with its terms.

  • Reply to

    Vote No?

    by gazd9 May 16, 2016 11:46 AM
    blackoutbuzz blackoutbuzz May 24, 2016 10:12 AM Flag

    I never owned BAX. That offer to convert BAX to BXLT seemed pretty appealing though for a quick profit. I am a long-time SHPG shareholder. I only bought BXLT shares (and sold some SHPG) to capture the arb spread. I will be very happy to get my SHPG shares back at a discount when the deal closes.

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