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Velti plc Message Board

darkinfo007 15 posts  |  Last Activity: Feb 21, 2015 10:37 AM Member since: Nov 11, 2012
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  • Reply to

    PFIE - All You Need to Know is This

    by acctboating1 Feb 12, 2015 4:38 PM
    darkinfo007 darkinfo007 Feb 21, 2015 10:37 AM Flag

    The oil prices are still in the low 50's which is not the uptick that I am referring to. There has to be a stabilization of oil prices where oil companies feel confident to open up their capital budgets.

    I sold 75% of my position at 2.87 and have re-entered once again. Like you have mentioned many times this stock will have volatility in the short term (for trading) but they are fundamentally ok.

    Yes management is still learning and I do expect mistakes on their part but there is a viable market for their solution. Their business is profitable with 31% YoY growth. This year's numbers will tell a defining story.

  • Reply to

    PFIE - All You Need to Know is This

    by acctboating1 Feb 12, 2015 4:38 PM
    darkinfo007 darkinfo007 Feb 18, 2015 2:32 PM Flag

    It will be in the mid-2s until there is an uptick in the oil prices. If PFIE can weather this climate, they will be fine. The sales teams need to get moving though.

  • Reply to

    PFIE - All You Need to Know is This

    by acctboating1 Feb 12, 2015 4:38 PM
    darkinfo007 darkinfo007 Feb 13, 2015 10:22 AM Flag

    Yes, it did reveal they are learning, the hard way. Their sales force has to be mature enough to message the value proposition and have the relationships needed in this business climate. The workforce reduction is a good thing. The fact they still had YoY growth is a good thing. They are lucky to have markets that demands their solution. I was actually surprised they met the top line.

    I haven't went through their financials with a fine toothed comb but they seem to be ok, just not accelerated growth. Again, just have fun with this stock as it will jump around.

  • Reply to

    What will we hear tomorrow?

    by panhandler101 Feb 11, 2015 5:28 PM
    darkinfo007 darkinfo007 Feb 12, 2015 10:15 AM Flag

    PFIE should be inline with estimates. There will be margin compression with the expansion of the new divisions and sales force. This may take the PPS down this quarter. However, if they can top revenue expectations with the legislation that requires BMS in Canada and Colorado and the new services centers are panning out, the PPS could take off. The macro scene with oil prices will be hanging over their heads and I am very interested in their response since they tout that oil price do not reflect their business.

    Time will tell.

  • Reply to

    Seems like positive news

    by darkinfo007 Feb 6, 2015 11:27 AM
    darkinfo007 darkinfo007 Feb 9, 2015 11:54 AM Flag

    It is difficult to get the float where it needs to be with ownership the execs have.

    The price action is looks nice but a good earnings will push the support levels up to 3.20 - 3.60 real quick.

    They need performance from the new sales folks.

  • darkinfo007 by darkinfo007 Feb 6, 2015 11:27 AM Flag

    Although never certain, but there seems to be a positive push driving volume and price action.

  • Reply to

    Don't Expect Much

    by darkinfo007 Jan 26, 2015 1:27 PM
    darkinfo007 darkinfo007 Feb 5, 2015 9:14 AM Flag

    I will be peeling into strength as the $3ish range should provide some resistance. If oil prices recover with a sense of confidence and earnings are positive it will blow past $3 easily. There will be some volatility no doubt.

    This is why you have fun with this type of stock.

  • Reply to

    Don't Expect Much

    by darkinfo007 Jan 26, 2015 1:27 PM
    darkinfo007 darkinfo007 Feb 3, 2015 3:24 PM Flag

    Wow, was I wrong. Oil prices did the trick.

  • darkinfo007 by darkinfo007 Jan 26, 2015 1:27 PM Flag

    There isn't going to be much movement until earnings. True test in their messaging for the BMS, does it assist in cutting cost. If so, then the drop in oil prices should assist in their sales.

  • Reply to

    Why shouldn't I buy this right now

    by queny1611 Jan 4, 2015 7:01 AM
    darkinfo007 darkinfo007 Jan 14, 2015 9:25 AM Flag

    Although a valid concern, PFIE's solution should have a message of a cost saving over a specific time period especially with those wells that are remote. The salesmanship is critical when delivering that message. There is an ample supply of existing wells that can use a BMS. This oil supply situation is a standoff. These prices will not hold, but I can see it getting below $40 a barrel.

    It is worth being careful here.

  • Reply to

    Why shouldn't I buy this right now

    by queny1611 Jan 4, 2015 7:01 AM
    darkinfo007 darkinfo007 Jan 6, 2015 2:40 PM Flag

    As long as you do not mind the volatility it is a decent venture. The price of oil does create uncertainty and should be considered. It is a relatively safe to assume that the oil prices will not stay this low for the long term. The over supply has been a well known fact for a while now. Good luck.

  • Reply to

    short covering rally this week

    by emiah222 Dec 23, 2014 10:42 AM
    darkinfo007 darkinfo007 Dec 23, 2014 1:22 PM Flag

    It will follow the trend in oil with a short term trade mentality along the way. As long as the macro environment improves there will be an increase in the PPS. Patience is key.

  • darkinfo007 by darkinfo007 Dec 15, 2014 12:03 PM Flag

    Have to re-establish a position again. This is an interesting situation considering the macro environment is driving a decline and there is uncertainty on the investment in the oil and gas sector. PFIE management says the oil prices shouldn't affect their growth performance. The next two quarters will define if that is true. Since their solution furnishes cost savings through an evolved management approach, I am getting back in real soon here.

  • Reply to

    Look out below!

    by emiah222 Dec 8, 2014 10:15 AM
    darkinfo007 darkinfo007 Dec 8, 2014 10:50 AM Flag

    I have been stopped out 3 times on this stock. I didn't think it would get below 3, but it did. I still hold to the fundamentals and will try to hold a position. It isn't going to zero. Its been a fun challenge.

  • Reply to

    $3 likely taken out this week

    by emiah222 Dec 1, 2014 10:00 AM
    darkinfo007 darkinfo007 Dec 2, 2014 2:43 PM Flag

    There always needs to be a contrarian. I am sure you are playing with this stock in some sort of fashion. The interactions with the company and the price action of PFIE can be argued to be separate discussions. There has been a decent strategy with shorting this stock which also creates opportunity at support levels. The low 3's should be difficult to break through and is possible but I am a buyer at these levels. Good luck to you.

VELT
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