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Elan Corporation, plc Message Board

dakota560 14 posts  |  Last Activity: Jul 8, 2014 4:34 AM Member since: Jan 9, 2004
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  • dakota560 dakota560 Jul 8, 2014 4:34 AM Flag

    Bbry has the ability to blow through 12 in a blink. Next ER will see this stock run and add clarity to the upside potential. As crazy as it sounds, Blackberry I believe will hit 50 in the next two years if they execute their current strategy. A software play with limited competition in niche markets is a completely different arena for Blackberry but they're finally moving in the direction they should have moved 5 - 10 years ago. Better late than never! Apple, Samsung etc can sell all the handsets they want and slit each others throats until there's no margin whatsoever in that business. Blackberry will play in that arena but it will represent 5 - 10% of their revenue two years from now. Applications which leverage their platform will drive this company to valuations it's possibly never attained before, realizing that's a huge MC for a company almost everyone left for dead last year. As I've said before on this board, the worm has turned and for those on the side lines, it's still not too late to hop on board. Stock of a lifetime and turnaround story of a lifetime. If you don't see what's happening here, your blind. There will be pullbacks along the way but this stock is headed significantly higher over the short term.

    Great post by speculative investor, intelligent, thoughtful and to the point.....kudos!

    Sentiment: Strong Buy

  • dakota560 by dakota560 Jul 7, 2014 10:36 AM Flag

    For those who didn't listen, I'm sure you wished you had! Wait and see what our beloved Blackberry has in store. For those who are holding, you have no idea what you have with this stock but in due time it will become more and more clear. If Chen does this right bbry could be the stock of a lifetime. The potential here is limitless and although there are many who say it will never see the light of day again we'll see who is right and whose wrong. A great platform with complete security in this world today has unlimited potential. It just took the right leadership to unleash that potential and we're just now seeing the recognition of this by customers and the financial markets. This is going to be a great ride and the next ER will be a thing of beauty. I would suspect Chen has a few more surprises and announcements before we even get there but in my opinion if you've held over the last few years now is the time to hold tight and add to to your position. Bbry is a rocket ship sitting on the launch pad!

    Sentiment: Strong Buy

  • dakota560 by dakota560 Jul 7, 2014 10:27 AM Flag

    Can someone on market pulse PLEASE tell day trader 1 to take a hike. I guess anyone can suggest shorting every single day and eventually one day the stock will trend down. How can you be so wrong about a pick and keep beating your chest about the right trade. Guy is as obnoxious as they come and as oblivious to what is happening with Bbry as anyone can be. It's getting real old! Time for this guy to frequent another site!

    Sentiment: Strong Buy

  • Would like to wish everyone a very Happy and Safe 4th! Hope everyone has a chance to spend some quality time with family and friends, the things that truly matter most in life! Good food, cold beverages, good friends and family....what could be better! Best to all!

    Sentiment: Strong Buy

  • Reply to

    Mark this post....the worm has turned!

    by dakota560 Jun 27, 2014 12:58 PM
    dakota560 dakota560 Jun 27, 2014 2:25 PM Flag

    I've been a long for about a year and a half. Had concerns about TH but thought the company was on the right track. Didn't materialize and that's why TH is no longer at the helm. Check my posts and you'll see I've been saying "The worn has turned" since around the time a few months ago when the stock was trading in the $7 range. Based on where it is today, that's about a 40% return. Is there something wrong with that? I never before that used that phrase so not sure were you're getting your facts from. Either way, as I said wait until the end of the year and let's see who is more right, me or shorts. Momentum is building and Chen has done an incredible job with this company in a very short period of time. We finally have someone who is looking to leverage the software as opposed to insisting on selling handsets. The future in my opinion has never looked more promising for Blackberry than it does now. Place your bets. By the way, on a net basis my holdings in Blackberry are net plus and in the last few months I've added multiple six figures to my net worth because of the efforts of Mr. Chen. How's your portfolio doing?

    Sentiment: Strong Buy

  • I'm sure this will get some comments from the peanut gallery but mark this post and we can see who was right and who was wrong at year end. This stock is positioned to explode upward. Chen has done a masterful job in a very short period of time to stop the bleeding, change the management team, fine tune the go forward strategy, calm Wall Street down, reduce the short interest level and start addressing the revenue line. He is VERY confident CEO and the next two quarters / remainder of this calendar year will be full of positive announcements. Bbry is an easy double from here and imo will go far beyond that mark. Naysayers will disagree and point to historical performance but this is not the same company. Chen is making exactly the right moves and longs will be handsomely rewarded. Don't care about day to day noise, those who hold will be imo very glad they did and will wish they had added to their positions when they had a chance. Opportunity of a lifetime staring you in the face, don't let anyone else on this board make you think otherwise. Great platform, great strategy and a team which can and has executed. Upward we go!

    Sentiment: Strong Buy

  • dakota560 by dakota560 Jun 23, 2014 10:11 AM Flag

    Action so far resembles Friday. High volume out of the gates but can't make up it's mind. Up initially and then down and looking like it might give some back before exploding to the upside to the 9.80 range. The fight at 10 is between shorts and the buyers but with over 11 million shares traded so far this definitely has legs and wants to run. Hope for a close in the 10.45 to 10.50 range......we'll see. Don't see this dropping just yet with the volume we're seeing today.

    Sentiment: Strong Buy

  • dakota560 dakota560 Jun 23, 2014 9:36 AM Flag

    If you are long Blackberry you are in very good hands. The change JC has made in a very short period of time is astonishing. To change the P&L as drastically as he has and the sentiments of the street towards a company which was being tar and feathered every day is a miracle. Sit back and enjoy this ride, it will et better every single quarter they report. Will be interesting to see the next short interest level. I would expect it to come way down after the ER which means we will have to wait until mid July to know the numbers but with the recent run up who knows maybe more shorts will be jumping on board. Either way, I've never day traded a stock so as long as Blackberry is headed to where I think it is that's all that matters. That last line from JC in his Bloomberg interview is worth the price of admission, "If someone offers me $100 / share, I'd probably return his call!" This man is exploding with confidence. At the same time, on a relative basis it's amazing just how lame TH was. Not saying he's not a talented guy, just not an astute businessman to be a CEO especially in a company as troubled as Blackberry was at the time. Good times ahead for sure! And I think we'll continue to see surprise announcements regarding continued partnership arrangements, product offerings, strategic acquisitions etc. as we proceed through this fiscal year. One of these announcements is going to blow the doors off this stock......would be very careful at this time being short....almost as careful as longs have had to be for the last four years! GLTA!!!!!

    Sentiment: Strong Buy

  • dakota560 by dakota560 Jun 20, 2014 2:17 PM Flag

    Interested in all the posts about yesterday and today's price action and whether to sell, will it hit $10, do I buy etc. etc. If you believe in what Blackberry is doing, this is JUST the beginning and all those questions are irrelevant. Bbry has a great platform, best as far as security is concerned, and making all the right moves on how to leverage the platform across different verticals. It all comes down to utilization and using the unlimited capacity they have. Hardware / phone sales are a critical factor short term but the future is all about software driven matters, connectivity, security, IOT, as well as continuing to dominate the auto industry with QNX. Chen is completely focused on increasing the user base of Blackberry's infrastructure which will drive this company in my opinion to valuations it's never seen before. I know back in their heyday Blackberry had an incredible MC but if JC continues to make the right partnership deals, I believe this company can attain a similar market cap going forward with the possibility of blowing it away. There is no limit to how quickly and how much this company can grow with the right leadership which we now have. The beauty of all this is it's a software play. You don't need excessive amounts of capital once you have the system developed, it's now how you market it and connect to the rest of the world. Partnering with other businesses and platforms is what it's all about. Healthcare investment, Foxconn venture, Amazon deal, these are all building users and transactions which will translate into sustainable revenue lines all with probably 90% contribution to the bottom line. For those worried about $10, $12, $12.50 a share, you're missing the point. Bbry has been through the ringer and has miraculously survived the TH era. Thanks God the deal to privatize the business fell through. This is going to be an amazing ride and it's just started. No limit to how great this can be imo! GLTA longs!

    Sentiment: Strong Buy

  • Reply to

    Worm has turned

    by dakota560 Jun 19, 2014 7:32 AM
    dakota560 dakota560 Jun 19, 2014 7:52 AM Flag

    JC has said by Q4 of fiscal ye '15 they will be and are ahead of schedule. That should tell you that by Q3, 11/30/14, BBRY will most likely report positive operating cash flow results without the benefit of tax NIL's or real estate sales. Normalized operating cash flow and momentum building on the revenue line. Every deal BBRY enters into that leverages their platform will be almost 90% accretive to their bottom line sans tax implications. This company has a lot of room to grow and shorts don't want to hear it but your blind if you don't see what's taking place here.

    Sentiment: Strong Buy

  • dakota560 by dakota560 Jun 19, 2014 7:32 AM Flag

    Too early just yet for longs to celebrate. News looks good but tlast quarters news looked promising and we ran early and got crushed later in the day and preceding weeks. I believe this time around will be different but we're talking about BBRY here! I think when you consider the numbers have very little if any impact of the new Z3 and the Ford QNX deal, this quarter''s revenue number is not going to be the achilles heal it's been in past. Some analyst will point to the fact that it's down $10M Q over Q but in my opinion the company and JC are starting to get their arms around the revenue issue which is the true beginning of a successful turn around.

    As I said in a post a few weeks ago, hedge funds going long, short interest going down and now some big name institutions giving a buy rating, the worm is beginning to turn. Most of the pieces are in place, JC and the management team need to execute which they will. This has the potential to be the stock of a lifetime if BBRY continues to establish partnerships, break into new verticals and leverage the true asset of this company their platform. The next few quarters will be extremely interesting as I believe JC will continue to surprise to the upsaide and BBRY will FINALLY grow revenue with QNX and new partnership arrangements. Very exciting times for a company which has been beaten down due to theior pown arragance and mismanagement for many years. Hope this marks the beginning of a true turn around success for a company which definitely has the asset composition to do so.

    Heretic JR and whoever ridiculed me on m y post about the worm turning a few weeks or a month ago, hope you closed your short position and learned a lesson. I could just as easily have been wrong in my prediction and still might be but that doesn't give you or anyone else the right to criticize or insult anyone's opinions on the board. Hope you added to your short position. Maybe it will teach you a lesson in humility!

    Sentiment: Strong Buy

  • Reply to

    How bad is BBRY doing?

    by ilovejakartalongtime Jun 6, 2014 6:45 AM
    dakota560 dakota560 Jun 6, 2014 9:13 AM Flag

    While your numbers may be accurate your point is..........well I'm not exactly sure what your point is. Question for you, is $3 billion in revenue with an operating loss more relevant than $900 million at a profit. Point is your post discusses revenue as a static number with nothing else. Bbry is a completely different company than they were a year ago with an entirely changed cost structure. Chen is working on the revenue issue and my bet is he will address it within the time frame he's committed to. Blackberry needs to sell phones but their future is not going to be dependent on hardware revenue to succeed. If it is very simply they won't. Leveraging their platform through partnership agreements, growing QNX, and focusing on different verticals is how this company will become relevant again. Low margin handsets can be someone else's strategy, it's not Blackberry's core competency anymore but Chen has structured it in a way where it can still contribute to the top line and the bottom line with the Foxconn partnership arrangement. Other deals will be announced in my opinion within the next six months that will prove Chen is the right man to steer this ship.

    Sentiment: Strong Buy

  • dakota560 dakota560 Jun 3, 2014 8:46 PM Flag

    Interesting observation. Hope your wrong since I'm long but at least you have some type of reason for your post. There are articles in circulation which would argue your position but we'll all know soon enough on ER day.

  • dakota560 dakota560 Jun 3, 2014 8:32 PM Flag

    What is your basis for saying the Z3 launch was a flop? Is that conjecture or a fact? If your opinion it means nothing at all. If a fact, please provide the board your source. Otherwise please refrain from making predictions based on innuendo.

    Sentiment: Strong Buy

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