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Skullcandy, Inc. (SKUL) Message Board

cs917047 24 posts  |  Last Activity: Aug 28, 2014 3:40 PM Member since: Oct 5, 2012
  • cs917047 by cs917047 Aug 28, 2014 3:40 PM Flag

    Last 10 days avg volume of 139K - 6.4M short interest == 46 days to cover.

  • cs917047 by cs917047 Aug 28, 2014 9:51 AM Flag

    Tu Guihua, through Novel Century Ventures Limited and Mega Fame Holdings, reports owning 2,232,671 shares in Xone on July 7 (owned July 2nd).

    Since then he has 6 times reported disposing shares (last report at present: Aug 26, shares owned Aug 22nd).
    He has bought in the squeeze probably.

    Now, the rebate rate is rising, during his disposal. If he wanted, he would be able to cause another squeeze single handed!

    Any additional thoughts?

  • Reply to


    by gidwanisam Aug 22, 2014 2:21 PM
    cs917047 cs917047 Aug 23, 2014 3:00 AM Flag

    I do not consider $22 to be the buyout price. CEO and BOD will not accept a 20% premium for a company that has these new game changing technologies with such a diversified portfolio in so many different sectors.

    I would understand a spin-off or selling one technology, but not the whole company.

    Options were declining, because we saw a decline in rebate rate, decreasing the chance of a short squeeze. Although the rate has only declined about 1%, it is still at a 15.25% rate.
    Keep in mind that GTAT has weekly options, so a possible squeeze, when really occuring, will be countered immediately with options. IMO it's not wise to buy e.g. next weeks $21 calls.

    MM offers weekly calls, when they or their friends get stuck with their short position. A squeeze doesn't happen a lot with weekly calls.

    But don't mind, we saw this decline last Friday as well. And we know what happened on Monday. I hope you have the $18.50 calls, I do!

  • cs917047 cs917047 Aug 14, 2014 11:25 AM Flag

    Bad ER and low volume. Maybe there aren't any shares left? Have you seen the put selling on this and the new unknown investor? And the little squeeze last about 50 days ago?

  • Reply to

    CC Thoughts...

    by mac94921 Aug 7, 2014 11:31 AM
    cs917047 cs917047 Aug 7, 2014 1:06 PM Flag

    In case you are wondering why? How high is the electricity bill of a multi billion dollar oil and producing company on a yearly base? If you find that out with a margin of let's say... 100%, compare the marketcap of ERII with that.

  • Reply to

    CC Thoughts...

    by mac94921 Aug 7, 2014 11:31 AM
    cs917047 cs917047 Aug 7, 2014 12:55 PM Flag

    If I would lead a multi billion dollar Oil and Gas producing company, I would do my due dilligence on the ERII devices and consider a large stake in the company.
    If I would lead a multi billion dollar environmental company, I would do my due dilligence on the ERII devices and consider buying them out.

  • cs917047 cs917047 Aug 6, 2014 10:51 AM Flag

    Or none of those, CC tomorrow when no guidance is given today in the PR.

  • Reply to

    shorted 6000 shares AH,

    by bkmmouthsht Jul 30, 2014 4:39 PM
    cs917047 cs917047 Jul 31, 2014 5:11 AM Flag

    how do you do that, with only 3.4K volume AH?

  • Reply to

    Pre-Earnings Run Up?

    by jwcp48917 Jul 30, 2014 3:34 PM
    cs917047 cs917047 Jul 31, 2014 5:09 AM Flag

    The replacement of the CFO might result in a new way of speaking at the CC; If they want to create shareholder value, they have to beat (which I don't think they will) or they will have to guide a lot better. Team 360 has had 2 quarters to come up with some results, and honestly, from the $100M request for product after Q1, at least some signs have to be visible in the balance sheet (Revenue, Invetory rise,...). I mean, how long does it take from advertising your product, over request for product, to resulting in sales and showing that in the books?

    The CFO departure IMO is a forced departure: the BOD and former directors are large shareholders and they to are looking at their holdings.

    New product announcements will be positive, as will be orders (instead of product requests).

    I'm convinced we need some short interest to get a sustainable move up in SP: consolidation at higher prices is necessary, short interest sure helps that!

    discl: long through AUG $5 calls and NOV and FEB $7.5 calls (i.e. 1 and 2 CC away).

    Sentiment: Hold

  • cs917047 by cs917047 Jul 28, 2014 1:42 PM Flag

    Earnings might be bad, but I'll be looking for guidance, inventory rise, volume of signed contracts, new product announcements.

    Technical: RSI is rising, Macd is making a bullish cross and MFI is turning North, Demand Index as well. Rebate rate stabilising in the 30's.

  • Reply to


    by arxxmuse Jul 10, 2014 6:15 PM
    cs917047 cs917047 Jul 11, 2014 10:10 AM Flag

    Does Blackrock's filing include all the shares from Blackrock and their affiliates, or does it only include the shares from Blackrock Inc.?
    The first possibility would mean that they increased by 1M shares to 2.4M, from 1.4M shares; The second possibility, would mean they went from approx 123K to 2.4M...

    I added the Feb $10 calls!

    Sentiment: Strong Buy

  • at 55% - it was at 10% June 1ste - looking for a run up the coming weeks

  • Reply to

    can't keep me down

    by beermenow5 Jun 19, 2014 4:23 PM
    cs917047 cs917047 Jun 20, 2014 10:26 AM Flag

    I was thinking the same thing, but unfortunatelly we do not know how all the options are priced in. We'll see on Monday.

  • Reply to

    Insider Sale

    by arxxmuse Jun 19, 2014 4:44 PM
    cs917047 cs917047 Jun 19, 2014 5:13 PM Flag

    But, he still owns 643.242 shares, after selling his 50.000. Not too shabby either...

  • 1K June $45 calls - buy
    1K June $45 puts - sold
    1K July $45 calls - buy
    1K July $45 puts - sold

    All above open interest. What gives?

  • cs917047 by cs917047 Jun 10, 2014 4:03 PM Flag

    ERII stated in their blog Nov 13 that their gas solutions in the Sinopec SongNan gas processing plant, reduced the total power consumption at the plant with 25%.
    Sinopec stated in their Form 6-K April 30th that "the Company’s overall level of energy consumption per RMB10,000 of product value was 0.832 ton of standard coal, representing a decrease of 16.63% compared to 2012".

    There is absolutely no accurate number on what ERII contributed in that when looking for $ in the form, but, we can conclude that (some) ERII solutions are better then the average decrease.

    For 2014 there is in the form 6K: "The Group will continue to promote activities with the concept of “green and low carbon, save energy and reduce emissions” so as to maintain balance in its management of water and steam resources. It will continue to compile statistics on carbon emissions and engage in carbon trading as well as keep track power consumption statistics of its electrical equipment. "

    If ERII doesn't deliver a PR or an SEC Filing with e.g. a credit facility to grow production, we just have to follow the O&G producers.

    Rebate rate down at 65% by the way.

    Sentiment: Hold

  • cs917047 by cs917047 Jun 6, 2014 3:51 PM Flag

    And pay 101% rebate rate as of Friday June 6th - 2PM.

  • Reply to

    Why I am selling NOW!

    by heavy_due_diligence Jun 6, 2014 7:02 AM
    cs917047 cs917047 Jun 6, 2014 3:48 PM Flag

    Sorry, was wrong, it's 101% going into the weekend... This is almost getting ridiculous!

  • Reply to

    Why I am selling NOW!

    by heavy_due_diligence Jun 6, 2014 7:02 AM
    cs917047 cs917047 Jun 6, 2014 12:19 PM Flag


    Sentiment: Hold

  • Reply to

    Why I am selling NOW!

    by heavy_due_diligence Jun 6, 2014 7:02 AM
    cs917047 cs917047 Jun 6, 2014 10:46 AM Flag

    Your shares are yours to sell.

    But: you would be ignoring the chart, the Acc/Di line, the demand index,... Why would you sell something that others want? Let them pay more!

    By the way, you shouldn't bother the risk of a lower share price: that rate you do not call a story, is one big reason that your investment is safe (assuming you're not short)...

8.07-0.22(-2.65%)Sep 2 4:00 PMEDT

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