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ChyronHego Corporation Message Board

caminocasa07 121 posts  |  Last Activity: Jul 26, 2015 8:18 PM Member since: Jan 11, 2007
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  • Reply to

    PIPITES Need To Face Reality!

    by smokerneat Jun 23, 2015 1:10 PM
    caminocasa07 caminocasa07 Jul 26, 2015 8:18 PM Flag

    There is nothing of substance to your post. If you know how to read, take a look at the briefs filed in the Supreme Court. Might be a helpful place to start.

    Sentiment: Buy

  • Reply to

    Thoughts on Past AD Events

    by tigercapital51387 Jul 22, 2015 1:52 PM
    caminocasa07 caminocasa07 Jul 22, 2015 6:42 PM Flag


    Are you a Money Manager---Investment Advisor?
    You may not wish to answer---in any event thanks

  • Reply to

    CEO statement

    by dsingh33991 Jul 21, 2015 8:44 PM
    caminocasa07 caminocasa07 Jul 22, 2015 6:12 PM Flag

    In the context of the implications and nuances which you allude to, two aphorisms come to
    mind which seem appropriate for investors in ARWR to consider:
    "The Market abhors uncertainty" (This also applies to individual stocks such as ARWR)
    "Sell to the Sleeping Point"----Not a recommendation to sell, nor even a suggestion, but merely
    something to perhaps think about--

  • Reply to

    Stock repurchase

    by anpere1947 Jul 21, 2015 5:25 PM
    caminocasa07 caminocasa07 Jul 22, 2015 5:51 PM Flag

    IMHO a Stock Repurchase Plan to be implemented over a 4 year period would
    be OK ----would ultimately enhance to some degree EPS down the road---
    CFO Marty seems conservative and like many CFO's is happy with lots of
    cash on Balance Sheet---

    Much depends on BOD Strategic Plan----

    Do we want to be acquired near term by a Strategic Buyer?

    Do we want to play the hand out for a few years with goal of being perceived
    by "The Street" as a growth company, and 3-4years from now find Strategic Buyer?
    This would involve a more active Investor Relations Program
    Finding well regarded Investment firm to do major Research Report on Company,
    do Investor Presentations at Brokerage Firm Conferences, and in general
    being more proactive in presenting longer term Growth Goals and Objectives.

    Is the Plan to keep going as we are? ----Keep low profile, Execute well, and gradually develop significant long term engagements with large companies involving our IoT expertise and sooner or later "The Street" will recognize our value proposition, and true long term institutional
    investors will come in big time..

    It seems to me since excellent first quarter earnings report, BSQR has morphed to some degree into a "Trading Stock" with perhaps a few hedge Funds, day traders, momentum players , short sellers and even high frequency traders all involved---just speculating, and could be
    wrong---others on this Board undoubtedly have a better handle on this part of the
    analytical equation---In any event significant volatility, hopefully with an upward bias
    will be with us for the forseeable future IMHO

  • caminocasa07 caminocasa07 Jul 22, 2015 2:55 PM Flag

    They will live happily ever after.

  • Reply to

    Wow are sellers that dumb??

    by hweb2 Jul 21, 2015 9:38 AM
    caminocasa07 caminocasa07 Jul 21, 2015 11:23 PM Flag

    I hope you are right---
    Assuming $1.30 per share could theoretically be distributed to shareholders as a special
    one time dividend (not likely to happen but the money is there to do so), that would
    still leave BSQR with approximately $15 million in cash---more than enough to run the
    company, and likely to increase substantially over next several quarters,

    Thus, a case could be made that the stock is currently "priced" at $5.00 ($6.30 - $1.30)---
    adjusted for the hypothetical one time dividend. Personally, I would hope that the
    BOD would make this a reality, rather than just hypothetical/theoretical----Others on this Board
    may prefer a different utilization of BSQR excess cash.

    At the adjusted $5.00, the stock would have a market cap of approximately $60,000,000---
    which seems low based on Revenues and Potential EPS metrics.

    Also, would prefer to see BOD explore ARWR being acquired by Strategic Buyer as
    posted on another thread ----I would be Ok with a $9.00 Buyout late this year
    (after shareholders receive proposed $1.30 dividend)---a total received by shareholders of $10.30---
    Most long term shareholders could declare victory with this scenario.

    Alternative---Just find strategic buyer ---at $10.00+---(Buyer of company would obtain
    all cash on hand at closing under this scenario).

    Upcoming Conference call in mid-August should be interesting.

    Just my opinion---GLTA

  • Reply to

    Inducement Grants

    by caminocasa07 Jul 16, 2015 8:23 PM
    caminocasa07 caminocasa07 Jul 21, 2015 9:26 AM Flag

    It would appear--not quickly enough--

  • Reply to

    Partnership Concept

    by caminocasa07 Jul 14, 2015 7:46 PM
    caminocasa07 caminocasa07 Jul 19, 2015 9:13 AM Flag

    In another week or so (by end of July we will be approximately less than 40 trading days to
    Assuming positive news at that time, there will be growing speculation as
    to best way to structure financing ---Using CELG/JUNO model, and assuming
    Chris and BOD will want to have more than enough cash to bring Drugs to
    final FDA approval over next three years---a posssible deal with a Big Pharma
    company could look like this:

    $600,000,000 raise accomplished by issuance of 15,000,000+ new shares
    to a big Pharma company for 20% of ARWR---This would be priced
    at approximately $40---Total shares outstanding would then be a little more than
    75,000,000 perhaps closer to 80,000,000
    Market Cap would then be approximately $3,000,000,000 -$3,200,000,000

    This would seem to me to be a win-win deal--good for ARWR and good
    for the Big Pharma Company.


  • Reply to

    where do I find Psec NAV ?

    by daykwd Jul 18, 2015 5:06 PM
    caminocasa07 caminocasa07 Jul 18, 2015 6:30 PM Flag

    The Yahoo "key statistics" section to the left when you click on the stock symbol
    shows the Book Value per share of $10.30 at the bottom---Balance sheet section---
    This is the same number reported by the company at end of last quarter----always subject to change
    as loans and other assets are continually being reevaluated---a little bit of a subjective
    number but hopefully "in the ball park"---

  • Reply to

    Inducement Grants

    by caminocasa07 Jul 16, 2015 8:23 PM
    caminocasa07 caminocasa07 Jul 17, 2015 9:06 AM Flag


    Shakespeare's Macbeth expressed the proper approach IMHO --although in a different context
    "If it were done when 'tis done, then 'twere well it were done quickly"

  • Reply to

    Inducement Grants

    by caminocasa07 Jul 16, 2015 8:23 PM
    caminocasa07 caminocasa07 Jul 17, 2015 8:40 AM Flag

    Price has to be right---note new 750,000 share registration (July 16th) under amended stock option plan---IMHO a stock repurchase plan is in order to offset dilution--
    I along with others on this Board have been an advocate of this several months ago and --It would have been better if implemented then when price was lower---I do realize the need for BSQR to attract and retain key employees (our major asset)---and I am all for incentives---
    If implemented wisely, can have salutary impact on stock price.
    In any event we have sufficient cash on hand to implement major stock Repurchase Plan--
    How about $14,000,000 to be carried out over next three years?

    Kevin Walsh is new Vice-President Marketing---I thought I had seen a Press Release
    a few months ago, but cannot find now---will attempt to get more information on his

  • Reply to

    Closed $7

    by logan_g_mcnulty Jul 16, 2015 4:04 PM
    caminocasa07 caminocasa07 Jul 16, 2015 8:36 PM Flag

    Hope your technical analysis crystal ball is clicking on all cylinders, and $7 will
    soon be a floor and not a ceiling---

  • caminocasa07 by caminocasa07 Jul 16, 2015 8:23 PM Flag

    See Headlines---
    Hopefully Kevin will do a great job

    This is one reason why IMHO a modest stock repurchase program would be a good idea---to
    cover stock option issuance---(not only to Kevin but to other deserving key employees and executives)
    to prevent dilution of earnings--

    A portion of cash flow and existing cash on hand could still be utilized for a small, potentially spectacular acquisition---software related with high margins (much higher than corporate average) and importantly, immediately
    accretive to earnings---

    There could still be a substantial cash build over the next few years even after both initiatives implemented---

    Will be interesting to see how events unfold---Would be OK with me if a strategic buyer came along in
    next few months and a Buyout took place in low double digits---Probably not likely, and others may
    disagree anyway, thinking the stock eventually will be worth much more---they could be right ----


  • Reply to

    BSQR 2015-2017

    by caminocasa07 Jul 2, 2015 9:23 AM
    caminocasa07 caminocasa07 Jul 16, 2015 6:37 PM Flag

    Perhaps closer to $46-48 million---still a lot of cash---

  • Reply to

    Partnership Concept

    by caminocasa07 Jul 14, 2015 7:46 PM
    caminocasa07 caminocasa07 Jul 14, 2015 8:31 PM Flag


    thank you---I respect your opinion on this important part of the analytical equation.
    Would be interested in your thoughts on the Juno-Celgene model as related
    to potential for something similar for ARWR---perhaps after AD day--
    We will need substantial funds relatively soon---


  • caminocasa07 by caminocasa07 Jul 14, 2015 7:46 PM Flag

    A good article:
    See JUNO Headlines:

    "Partnerships Rather Than Buyouts May Become Pharma's Choice in Collaborating
    with Biotechs"

    References Celgene's 1 Billion $$ investment in JUNO (Cash + 10% of Juno Stock)

    If Chris could pull off something similar with a Big Pharma Company
    ---this would in one fell swoop dissipate the "Street" skepticism
    concerning "professionalism" in his ARWR CEO role, as expressed
    by myself and others on this board---This assessment should have nothing to do
    with attributes of intelligence, integrity etc.---

    IMHO Chris has been learning
    the CEO Profession on the job---Up til now Investors have been paying the tuition fees
    I would like to think that Chris is now ready for prime time---He realizes that he is
    "swimming with sharks"---Institutional Investors will pounce on any misplaced
    utterance and/or any sign of weakness and the stock will be puniched severely.
    I remain optimistic that better days ahead, and onward and upward from here

  • Reply to

    BSQR 2015-2017

    by caminocasa07 Jul 2, 2015 9:23 AM
    caminocasa07 caminocasa07 Jul 11, 2015 3:20 PM Flag

    If my guesstimates re: earnings actually materialize--there should be rapid
    cash buildup over next three years---By end of 2017, assuming no dividends,
    acquisitions or share buybacks there could be nearly $50,000,000 cash on hand.

  • Reply to

    More work with Coca-Cola

    by hweb2 Jul 7, 2015 4:11 PM
    caminocasa07 caminocasa07 Jul 10, 2015 6:02 PM Flag


    Concept is still somewhat nebulous--

    Much more information on Project Tango can be obtained by

    GOOGLE--PROJECT TANGO several sites

    Still not real clear to me all of the applications---Driverless Cars?

    In any event relationship with Google is very positive and hopefully could
    lead to additional engagements not only with Google with but other
    major Enterprise Customer/Clients

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