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LSİ Anonim Ortaklık Message Board

c757172 160 posts  |  Last Activity: 19 minutes ago Member since: Nov 22, 2008
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  • Reply to

    Will OCLR see $4+ after earnings and guidance

    by matt91919191 Jul 30, 2015 5:22 PM
    c757172 c757172 19 minutes ago Flag

    Will it see $2-, after earnings and guidance? Based on the past history of Oclaro this is a more valid question.

  • Reply to

    If iron stays at $50, VALE is bottoming

    by c757172 Jul 31, 2015 7:11 AM

    Utter nonsense. If iron stays at $50, Vale will be earning at least $1B quarterly (assuming only modest improvement in its businesses that are not iron). Once its huge iron expansion project is finished, it will be earning $1.3B a quarter at $50 iron.

  • Iron ore spiked above $55 a tonne on Wednesday to push its
    weekly gain to nearly 8 percent, but the increase was not enough
    to wipe out losses earlier in the month.
    Steel production may be restricted in areas surrounding
    Beijing to curb pollution ahead of a major parade celebrating
    the 70th anniversary of China's victory in World War II in
    September, trading sources say.
    That spurred market expectations that Chinese mills may
    produce more steel before being shut and therefore boost
    short-term demand for iron ore.
    "This week's price increase was mostly sentiment-driven,"
    said a Shanghai-based trader. "We're still expecting a lot of
    supply to come through and the price should only be around $50
    for the rest of the year."
    Iron ore for immediate delivery to China's Tianjin port
    .IO62-CNI=SI dropped 1.3 percent to $54.60 a tonne on
    Thursday, according to The Steel Index.

  • Reply to

    Atmel's takeout hopes spring eternal

    by c757172 Jul 30, 2015 7:26 AM
    c757172 c757172 Jul 30, 2015 9:30 PM Flag

    Analyst actions:

    7/29/2015 Canaccord Genuity Reiterated Rating Hold $8.00
    7/29/2015 Oppenheimer Reiterated Rating Market Perform
    7/29/2015 Dougherty & Co Downgrade Buy - Neutral
    7/29/2015 FBR & Co. Reiterated Rating Outperform $11.00
    7/29/2015 Wedbush Lower Price Target Outperform $12.00 - $10.00
    7/29/2015 Needham & Company LLC Lower Price Target Buy $11.00 - $10.00
    7/29/2015 Topeka Capital Markets Reiterated Rating Buy $10.00 - $9.00

  • c757172 c757172 Jul 30, 2015 7:52 AM Flag

    And yesterday on July 29:

    Roth Capital analyst Chris Lewis lowered his price target on Trinity Biotech (NASDAQ: TRIB) to $20.00 (from $22.00) following weak Q2 financials but maintained a Buy rating and noted the positive Troponin update.

    Lewis commented, "TRIB reported disappointing 2Q results marked by African HIV softness, unfavorable Fx, and continued margin pressures. Despite the weak quarter financially, TRIB announced significant advancements for its U.S. troponin regulatory program, including the enrollment completion for the ACS and URL clinical studies. While TRIB’s core business remains limited due to a lack of near-term revenue and earnings growth catalysts, we maintain our Buy rating given our bullish stance on troponin and its expected regulatory milestones going forward."

  • c757172 c757172 Jul 30, 2015 7:45 AM Flag

    This forecast is as worth as the forecast in April 2015 for gold to climb to $5000.
    'Renowned financial analysts and trends forecaster Martin Armstrong has said that gold will “probably max out at $5,000 per ounce” as “people lose confidence in government” and that we will see riots and unrest globally in the coming months – the fall of this year.'

  • By Wedbush:
    "Atmel Still On Target for a Takeout".

    However, Wedbush dropped their target price on shares of Atmel from $12 to $10, maintaining 'outperform'.

    What would the TP be if not for this "takeout" hope?

  • In Q1, Vale lost $678M. Underlying earnings are the earnings excluding non-cash effects of the valuation of the BRL against the USD. Even the fertilizer business was profitable. Coal was the only losing money business.

  • Iron ore was fetching $US55.89 a tonne on Thursday morning, up 4.57 per cent from Wednesday. However, its price is still down 4 per cent for the month.

    ANZ analysts said the 20 per cent lift from a low of $US45 in early July was driven by expectations of increased demand and a more stable Chinese steel market.

    "The increase in price was supported by the speculation that steel mills are buying iron ore from ports, against the seasonal trend. Steel prices have also stabilised and firmed modestly in recent weeks, supporting sentiment in the iron ore market."

    At the beginning of the rally on Tuesday, Goldman Sachs commodity analyst Christian Lelong said it was due to a temporary slowing in Australian shipments caused by delay, which drove prices up as supplies ran low at ports and steel mills.

    However, even if strengthening demand continues, its effect on the price could be complicated as global supply is forecast to climb.

    "The rebound will be short-term and lower prices are expected. We still have an oversupply market," Clarkson iron ore derivatives broker Kelly Teoh told Bloomberg.

    CMC Markets chief analyst Ric Spooner said the current rally would likely be capped as new mines began exporting.

    "Production from Gina Rinehart's Roy Hill project, for example is due to begin later this year and then to ramp up significantly over the next two years."

    UBS analyst Daniel Morgan also cited the output of Roy Hill as a catalyst to watch in the coming months of continued volatility. Mr Morgan added he expected the price to remain volatile throughout the year but to average lower at about $US50 a tonne.

  • 7/17/2015 Needham & Company LLC Reiterated Rating Buy $11.00
    6/25/2015 SunTrust Reiterated Rating Buy $10.00 - $12.00
    6/17/2015 Morgan Stanley Boost Price Target Overweight $9.00 - $12.00
    6/12/2015 Wedbush Reiterated Rating Outperform $10.00 - $12.00
    6/11/2015 SunTrust Boost Price Target Buy $10.00 - $12.00
    6/9/2015. Morgan Stanley Reiterated Rating Overweight $13.00
    6/6/2015 FBR & Co. Reiterated Rating Outperform $10.00 - $12.00

  • c757172 c757172 Jul 29, 2015 6:55 AM Flag

    But we also recall:
    3/5/2014 Roth Capital Boost Price Target $22.00 - $28.00

  • In report released today, Chris Lewis from Roth Capital maintained a Buy rating on Trinity Biotech Plc (NASDAQ: TRIB), with a price target of $22. The company’s shares opened today at $18.06.

    Lewis said, “We recently met with TRIB management at ROTH’s 2 nd annual Healthcare Access Day in London. Importantly, it appears TRIB’s U.S. troponin clinical trial remains on track and we expect enrollment completion should occur next month (July). On the M&A front, management communicated it remains active in its search for synergistic opportunities, however, nothing appears imminent as of now. We maintain our Buy rating and raise our target to $22, from $21, to reflect our upwardly revised troponin NPV calculation....."

  • c757172 c757172 Jul 28, 2015 5:00 PM Flag

    Actually, as I recall, they gave guidance in the release before the CC in Q1. The guidance was bad then as well... The stock price had defied that bad guidance. Perhaps it will defy this time as well because of persistent expectations that the company will be sold, but this is getting old..

  • c757172 c757172 Jul 28, 2015 4:42 PM Flag

    No. Laub has always known the real prospects of Atmel. He sold, years back, 1M shares near the multi-year peak of $16+ all the while extolling the prospects of the company...

  • Q2 results are below expectations but the guidance is really bad:

    Outlook – Q3 2015
    Revenue between $283 and $303 million

    As I've said in the past: in your trading, follow the lead of Laub. As we all know, Laub will be soon no longer with Atmel.

  • 7/28/2015 Jefferies Group Lower Price Target Hold $7.50 - $6.50

    But no worry because "we remain resolved to delivering earnings growth and enhanced shareholder value."

  • Trinity is back to what it used to be, a faltering company hyped by an unreliable evasive management that is spewing half truths.

  • Iron ore prices to drop to $44 by the April-to-June 2016 – Goldman Sachs

    FXStreet (Mumbai) - Iron ore is a buyers’ market and prices will probably extend declines this half as low-cost supplies expand, according to Goldman Sachs Group Inc as reported by Bloomberg.

    Recent weakness seen in Australian shipments is only a temporary lull on the way to further expansion, analyst Christian Lelong said in a note on Tuesday.

    “Stock levels may start to grow modestly in the months ahead as supply growth accelerates once again but, in a buyers’ market, this is likely to come at the expense of further price declines,” Lelong noted.

    Ore with 62 percent content delivered to Qingdao rose 1.8 percent to $52.35 a dry metric ton on Monday, the highest price in a week, according to data from Metal Bulletin Ltd. Prices retreated to $44.59 on July 8, the lowest level in at least six years, and have lost 27 percent this year.

    While Goldman didn’t give a price target in the latest note, the bank said in a July 20 report that it expected prices to drop over the next four quarters from $49 a metric ton through September to $44 by the April-to-June period of 2016.

  • Reply to

    Repeated statement by an incompetent CEO

    by c757172 Jul 27, 2015 5:03 PM
    c757172 c757172 Jul 27, 2015 10:26 PM Flag

    Management has been selling in Q2, not buying. In fact, officers other than the CEO hold very few shares. Employees probably bought discounted shares in Q1.

  • Reply to

    Repeated statement by an incompetent CEO

    by c757172 Jul 27, 2015 5:03 PM
    c757172 c757172 Jul 27, 2015 10:21 PM Flag

    It is not in the quarter. It is for the 6 months ended July 3.
    They spent $7M in the quarter to repurchase 1M shares. They spent $3.88M in stock-based compensation. The average number of shares was 88.426M in Q2 compared to 88.655M in Q1.