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SodaStream International Ltd. Message Board

crazyworld4u 51 posts  |  Last Activity: Jan 30, 2016 12:35 PM Member since: Sep 27, 1998
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  • crazyworld4u crazyworld4u Jan 30, 2016 12:35 PM Flag

    You say, "I don't know of many companies that have survived reverse splits."
    I'm sure you do realize, however, that reverse splits by themselves actually are totally neutral and
    mean nothing. They do not help to destroy a company, at all.
    And there have been many many stocks that have not only survived reverse splits but went on to
    skyrocket. AIG is just one good example.
    I actually have found that buying a stock shortly after a reverse split is a great time to invest in that stock, as long as the debt level is not high.
    Regarding VMEM, I am currently neutral. Have no strong feeling, at this moment, of whether they are going to survive, likely by a buyout, or go chapter 11.
    Best guess is that they will be acquired before 2016 is over.
    Best guess is that the buyout price will be $3 - $4.
    True, this will not allow most investors to recoup their VMEM losses, including me.
    Can't win them all. Barring a spectacular turnaround in sales trajectory I was wrong on this one.
    But, I'm not sure how much of being wrong was due to me being wrong about the strength
    of the economy in general.
    I think if the world economy had not stayed in a recessionary environment VMEM would have
    been at least $10 as I type this.
    So many stocks that would of and could of been $10+ are instead now 1 or $2.
    Many of them will be $10+, I believe, in a few years.
    What a totally horrendous year 2015 was for small stocks in general. One of the worst years EVER.

  • Just listened to him on the latest JP Morgan conference call. He's SMART, very confident, and I trust what he's saying. I'm 90% positive that this company (stock) is a bargain now. I'M BUYING tomorrow.
    I believe that both of their late stage drugs will be approved and that they're really good targeted drugs.
    Very good safety profiles and they will help a lot of very seriously ill cancer patients.
    This is a very good company imho.

    Sentiment: Strong Buy

  • Reply to

    In prospective ......

    by crazyworld4u Dec 5, 2015 1:36 PM
    crazyworld4u crazyworld4u Jan 11, 2016 6:00 PM Flag

    Boy, I'm not sure what to make of IONS' claim. I'm more concerned with the upcoming results of all the studies. But IONS is stating they wanted to break their license agreement totally with OGXI. THAT is why the stock has dropped to its current extremely low price in the last few days. IF that license agreement became VOID then OGXI has nothing. I don't think that can or will happen though. Likely that OGXI and IONS will settle out of court and the license agreement will remain. This entire stock market right now is horrendous.

  • Reply to

    Selling Pressure

    by zone1345 Jan 4, 2016 3:48 PM
    crazyworld4u crazyworld4u Jan 9, 2016 11:20 AM Flag

    I read your article, seattle_contributor, just now, and I really didn't see anything new or insightful in there.
    And you totally failed to mention anything about FUEL's new efforts and focus on SaaS etc.
    You also fail to point out FUEL's recent quarters being cash flow positive at increasing rates!
    Sorry to say, it was a poorly slanted article imho. Only the negatives and none of the positives. And there ARE some positives.

  • crazyworld4u crazyworld4u Dec 24, 2015 8:51 PM Flag

    "Let's be clear there is no benefit for me. I have no puts or bets against the stock.. Quite the opposite."
    What does that mean, "Quite the opposite?" Please explain.
    You're a long VMEM shareholder? You do business with VMEM?

    Sentiment: Strong Buy

  • crazyworld4u crazyworld4u Dec 24, 2015 4:25 PM Flag

    I am 99% sure that VMEM will be bought before any possible bankruptcy. And I am 99% sure that VMEM will be bought. That leaves about a 2% chance that your insinuated disaster scenario will happen. I also give 75% odds that you in some way unknown to me benefit by VMEM's stock staying as low as possible, for now at least, OR you would benefit if VMEM went up in flames. It's just too obvious by your constant bashing of the company. Yes, occasionally you throw a bone to the longs in your attempt at shrewdness.

    Sentiment: Strong Buy

  • crazyworld4u crazyworld4u Dec 24, 2015 3:18 AM Flag

    What do I think about Rosenblatt's December 23rd article?
    I think I trust his words and it was the most enlightening article I have ever read on VMEM.
    I believe we have been given a very rare gift from a top one-time insider of VMEM and I also believe that
    I would be a total idiot not to take advantage of it.
    I do not sense ANY desperation in his writings, just a sincere attempt to point out facts among all the fear mongering and almost total misunderstanding of just how much great technology VMEM is sitting on.
    I totally believe that VMEM needs to be bought by a firm with much deeper pockets and a much better sales force and I also believe that WILL definitely happen in 2016.
    I've been loading up once again under $1 after being 100% out for the past 3 months or so.
    Imho this is a STRONG BUY at the $1 level to the ultimate degree.
    This company is NOT going to declare bankruptcy. It will be bought long before their cash runs out.

    Sentiment: Strong Buy

  • Reply to

    SolidFire deal puts a HUGE floor under VMEM

    by crazyworld4u Dec 23, 2015 10:18 AM
    crazyworld4u crazyworld4u Dec 23, 2015 10:21 AM Flag

    I've been out of VMEM for months but the SolidFire deal combined with VMEM's current price changes everything - tremendously. imho

    Sentiment: Strong Buy

  • 100% certainly it does!

    Sentiment: Strong Buy

  • Read this quote from news story today on the deal:
    "We think SolidFire will add $65–75M of operating losses given SolidFire's high cash burn rate but the approx $100M of FY17 revenues NTAP will get from SolidFire are attractive"
    VERY INTERESTING!
    SolidFire burning $75 million per year of cash and won't even do $100 million in revenue until 2017!
    How does that compare to VMEM?
    VMEM doing about $50 million per year in sales right now and burning much less cash per year,
    Seems VMEM will do about $100 million in sales in 2017 also!
    SolidFire just sold for $870 million in cash!
    VMEM is valued at about $136 million right now.
    A monkey could see that VMEM is a bargain right now comparatively!
    I am back to STRONG BUY on VMEM.

    Sentiment: Strong Buy

  • Reply to

    Simple message to all re all stock bashers:

    by businessforme144 Dec 11, 2015 11:47 AM
    crazyworld4u crazyworld4u Dec 11, 2015 7:09 PM Flag

    I totally disagree. This is exactly the same stock market that it has been for over 100 years.
    Wild swings between grossly overpriced and grossly undervalued have always been the case and always will be. Manipulation has always existed and always will. Insider trading has and will always exist.
    Using so-called analyst upgrades and downgrades to help manipulation has and will always exist.
    Nothing has changed at all regarding stock markets.
    Greed and fear are exactly the same as is their effect on stock movement.
    The media's effect on stock movement is exactly the same.
    Caveat Emptor has and always will be the rule.

  • I listened very carefully to the conference call.
    Half of this company's business looks very good and half looks very bad right now.
    Zwave is still their current star; sure and steady growth as far as the eye can see.
    HDR TV chips also look very good with more brands coming in.
    The rest of the business looks bad.
    G.hn may never happen as expected.
    It keeps getting delayed, delayed , delayed.
    Did you hear Lowe mention that it's now POLITICS with G.hn?
    He did not sound optimistic at all with THAT.
    And the ATT set top type business is likewise very uncertain.
    No one has any idea what those ATT type companies are going to do and when.
    Likewise, 4K transmission by regular TV broadcasters is NOT going to happen at all in 2016.
    ONLY some over the top 4K from Netflix etc.
    This is definitely a half only glass full with SIGM.
    Seems DEAD money to me, at best, for at least for a few quarters.
    Lowe never sounded so downbeat - to me.

  • crazyworld4u crazyworld4u Dec 9, 2015 1:32 AM Flag

    Show me WHERE I am cheerleading, you meathead.

  • "Violin Memory also announced that it expects to achieve profitability in 2015."
    Oh well, not even close to that statement from the new management at the time.

  • crazyworld4u crazyworld4u Dec 9, 2015 12:19 AM Flag

    YOU ARE LYING! I followed that guy darkout and you are misrepresenting his track record! Sure, you can claim anything here now with no new readers able to see ANY track record. But I clearly remember his predictions on the ISIS and VCAL message boards and he was as wrong as anyone - in fact worse than most. IMHO he is a snake oil salesman and a total charlatan phony lier.

  • Reply to

    In prospective ......

    by crazyworld4u Dec 5, 2015 1:36 PM
    crazyworld4u crazyworld4u Dec 7, 2015 4:13 PM Flag

    No, it doesn't nix the entire Custirsen pipeline - yet. Still have the NSCLC (lung cancer) study to come out and that was very promising in phase 2.
    Also have numerous Apatorsen studies to go including very promising results with superficial bladder cancer.
    Way too early to write off this company.

  • Reply to

    What kind of business is FUEL running?

    by dcomus Dec 4, 2015 9:04 PM
    crazyworld4u crazyworld4u Dec 5, 2015 11:26 PM Flag

    You don't know what you're talking about. FUEL had POSITIVE cash flow last quarter and positive adjusted EBITDA for last 3 quarters. And will have positive adjusted EBITDA for the quarter they're in now.
    Much of the losses you mention before the past year were due to massive investment in their infrastructure (i.e., computer systems) for future growth in sales. You have to invest to grow. Your CONCLUSION is wrong, slanted, warped and misleading.

  • crazyworld4u crazyworld4u Dec 5, 2015 7:42 PM Flag

    Darkout had a strong buy on Vical all the way down from $4 to 38 cents! I remember it very clearly.

  • crazyworld4u crazyworld4u Dec 5, 2015 7:37 PM Flag

    You're a meathead, cld9731. I am not cheerleading. I don't even own shares in VMEM and haven't for months.

  • crazyworld4u by crazyworld4u Dec 5, 2015 1:36 PM Flag

    OGXI has many ongoing trials in many different cancers.
    They only need ONE successful trial for this tiny company to be successful.
    Things are still very promising in bladder cancer, especially, and also in advanced lung
    cancer where the company has already passed two rigorous futility analyses.
    Combining that with the fact that the company has no debt and is selling at a NEGATIVE
    enterprise value (selling WAY below cash in the bank - with no debt) of about -$30 million,
    this stock has a pretty good risk reward ratio right now.
    Albeit, it is still very risky as it is after all a biotech company.
    I just can't imagine the price staying as low as $1.22 for too long. At least not
    until and unless their current bladder and lung studies all fail.
    If all studies fail it'll go to 0.
    If any one study succeeds it'll probably be at least $5 - $10.
    Probability of ALL studies failing seems very low to me but is possible.

SODA
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