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Cimatron Ltd. Message Board

cimt_gibbscam2 8 posts  |  Last Activity: Apr 11, 2014 10:17 AM Member since: Aug 3, 2008
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  • cimt_gibbscam2 cimt_gibbscam2 Apr 11, 2014 10:17 AM Flag

    There is no good longer term story with DWCH. Their core product is old technology and they obvviously overpaid for the acquisiton.

    Sentiment: Sell

  • Reply to

    Don't you think this is a tad overdone.

    by e9wood Apr 11, 2014 9:38 AM
    cimt_gibbscam2 cimt_gibbscam2 Apr 11, 2014 10:10 AM Flag

    Morrison. I don't believe a word that comes out of his mouth. Never have. He is a used care salesperson. They will say anything to get a sale or in this case hype the stock.

    Sentiment: Sell

  • cimt_gibbscam2 cimt_gibbscam2 Apr 11, 2014 10:07 AM Flag

    No its not. Morrison did a great hype job, DWCH is in Big Data which the vogue and the stock is thinly traded. The only question was when was it going to get its wings clipped. Guess we found out.

    Sentiment: Sell

  • cimt_gibbscam2 cimt_gibbscam2 Apr 11, 2014 10:04 AM Flag

    On a comparable basis including the acquistion in both years sales are down form last year Q1. Like I posted months ago. This was a great stock for traders but a lousy run company with an old product. Morrison did a great job hyping the company and a lot of traders made a ton of money as a result.

    However, I think the chickens have come home to roost.

    Sentiment: Sell

  • Reply to

    Gibbs contribution to CIMT total income?

    by jbpsb1 Apr 1, 2014 10:50 AM
    cimt_gibbscam2 cimt_gibbscam2 Apr 7, 2014 4:37 PM Flag

    I owned CIMT for almost six years and sold last year. The company was garbage before Ilan Erez
    CFO and VP Operations and Bill Gibbs joined. Erez has done good job initially managing just their finances and later also their operations. Gibbs built his own company which had about $13 million in annual sales and about 10% after tax profit when CIMT acquired Gibbscam in Jan 2008.

    From my observations and due diligence those two were the main drivers behind the improvment in CIMT profits and small improvment in annual sales. The combined pro-forma sales for 2007 were about $42 millon. In 2008 we had the financial meltdown and CIMT sufffered like a lot of companies did. They slowly recovered and revenues and profits were signficantly increased by a very large China contract that ended in 2013.

    No idea what will happend going forward.

  • Reply to

    6 million short, Nat Gas/Energy Sector

    by jim.beamdrunk Mar 13, 2014 11:39 AM
    cimt_gibbscam2 cimt_gibbscam2 Mar 22, 2014 1:57 PM Flag

    I know there are some who buy MLP's for longer term unit price growth. Each to their own but if someone really wants price appreciation just throw a dart and any growing tech company. You will do a lot better even if they aren't making money. For example DWCH which is still losing money hand over fist has gone from about $1.00 to over $38 since its bottom in 2008-09 and is now around $30. Just make sure you sell out before the next market crash.

    Short term trading of MLPs like a a month at the most I can understand for professional traders who play the news game. However, for the non-pro MLPs are really just like a REIT and geared toward long income investors. If you invest in MLPs you want to see the price stay unchanged or go down a bit and distribtions go up so you can get a better cash flow for your dollar.

    As noted here and everywhere the risk is always that the distributions will get cut like with I believe Mark West Then again with such a high distriibution return in many cases entirely tax deferred one would expect some degree of risk vs leaving your money in the bank.

  • Reply to

    did obama ever take a business class?

    by tdcburns Jan 28, 2014 9:52 PM
    cimt_gibbscam2 cimt_gibbscam2 Jan 30, 2014 9:50 AM Flag

    I believe he flew business class a number of times when he was Senator.

  • Reply to

    Gomes was in DWCH at $12 & out at $35

    by mgoldman1957 Jan 28, 2014 11:17 AM
    cimt_gibbscam2 cimt_gibbscam2 Jan 28, 2014 2:51 PM Flag

    I think Gomes is farily smart when it comes to the market. He knows who to pump stocks at the right time and the unload them at a higher price. Using Seeking Alpha for a forum which has a huge following has greatly helped him.

    How much he knows about true company value remains open to suspect. But then again the stock market trading game is not about value but about buying and selling pickled herring.

    Sentiment: Sell

CIMT
6.90-0.06(-0.86%)Apr 17 3:59 PMEDT

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