Tue, Sep 2, 2014, 5:38 PM EDT - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Brightcove, Inc. (BCOV) Message Board

ddbikessamsara 1160 posts  |  Last Activity: Jul 15, 2014 12:16 PM Member since: Oct 5, 2004
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Balance sheet

    by garyc732 Jul 15, 2014 8:58 AM
    ddbikessamsara ddbikessamsara Jul 15, 2014 12:16 PM Flag

    Seems like a massive over-reaction to me. The market and outlook are unchanged if not significantly improved by this move and losing a measly 28 cent annual dividend certainly doesn't justify a $2.00 drop ire price. I'm in for a long term hold on this one.

    Sentiment: Strong Buy

  • Reply to

    Buying Opportunity?

    by chrispop562005 Jul 7, 2014 11:02 AM
    ddbikessamsara ddbikessamsara Jul 7, 2014 4:37 PM Flag

    I bought more today. I just reviewed the recent conference call transcript again on Seeking Alpha. I just can't see that the train has really derailed. A hiccup, yes. But the overall direction is positive and the main growth drivers are as strong as ever. 2015 could be another big growth year after regrouping this year and if some of the really big deals they are pursuing go through this stock could be right back over $20. Upside far outweighs the downside. Picking the perfect entry point is virtually impossible and if you have a long-term perspective - as I do - buying here is a pretty good bet to pay off handsomely in a year or so.

    Sentiment: Strong Buy

  • ddbikessamsara by ddbikessamsara Jul 1, 2014 11:36 AM Flag

    I have a friend who is a lifelong Type 1 and who has endured tens of thousands of shots in her lifetime of 57 years. She has suffered many scary, wild swings in blood sugar from trying to get her mealtime regimen figured out. I saw her yesterday evening and mentioned that Afrezza has just been approved. She had sort of heard about it but didn't follow things that closely. When I told her about the rapid-in rapid-out performance and the inhaled feature her eyes lit up like a kid before Christmas. She asked me in an incredulous tone "You mean no more shots?". She uses the Minimed pump and was surprised that Al Mann had been the driving force behind that - which was a huge boon to her when it was introduced.

    So a long time diabetic who as the lamesters would claim is "used to shots and not interested in trying something new" was so excited about the prospect of no more shots she could barely contain herself. The better curve of insulin around mealtimes also had her really excited.

    This is just one example. DO NOT believe that the no shot feature is not a huge factor because it is. People on this board probably know a lot more about Afrezza than actual diabetics because we follow things so closely while people like my friend are just busy with their lives and might hear about something like this but not really investigate since it was not available anyway.

    Once Afrezza is actually on the market and being advertised it will not take long to build awareness and demand. Word - of - mouth will be a huge driver as well, just like me mentioning it to my friend. Once it is available and in use the real life success stories just like Affrezzauser's will be rolling in on blogs etc. Given time - and it will take time, anyone saying "We are going to $50 in a week" is just being silly - this can grow into a major, mainstream daily regimen for many millions of patients. I'm long and strong and holding for years.

    Sentiment: Strong Buy

  • ddbikessamsara by ddbikessamsara Jun 30, 2014 2:05 PM Flag

    Afrezza is a meal-time insulin. I see 400 million diabetics around the world, 3 meals a day. That is a potential 1.2 BILLION uses per DAY. Hardly a "niche" market as many news stories are blurting. Even a tiny percent of that represents breath-takingly gargantuan sales. The market is there - all they have to do is execute a good marketing campaign. It will take time to grow the distribution channels, of course. But if the results are as good as advertised the speed and overall efficacy of the product will capture a significant market share all over the world. The news stories only focus on the US market but the diabetes issue is global and growing.

    Sentiment: Strong Buy

  • Reply to

    Humalog warnings: doesn't hurt their sales

    by ddbikessamsara Jun 29, 2014 11:55 AM
    ddbikessamsara ddbikessamsara Jun 29, 2014 12:01 PM Flag

    Lipitior - one of the biggest selling drugs in history : Common side effects are diarrhea, upset stomach, muscle and joint pain, and changes in some blood tests.

    The point is there is no drug you can take that does not have some degree of risk. In the unfortunate case of diabetes insulin MUST be used. Injected insulin has it's own issues but nonetheless is used because it must be used to stay alive. Afrezza gives you better results than injected and is much easier to use. If you HAVE to use insulin at each meal would you rather stick yourself 3 times a day or take a quick pull on a small inhaler and get better results with no more added risk than if you continue injecting?

    Sentiment: Strong Buy

  • What are the possible side effects of Humalog?

    Low blood sugar is the most common side effect. There are many causes of low blood sugar, including taking too much Humalog. It is important to treat it quickly. You can treat mild to moderate low blood sugar by drinking or eating a quick source of sugar right away. If severe, low blood sugar can cause unconsciousness (passing out), seizures, and death. Symptoms may be different for each person. Be sure to talk to your healthcare provider about low blood sugar symptoms and treatment.
    Severe life-threatening allergic reactions (whole-body reactions) can happen. Get medical help right away if you develop a rash over your whole body, have trouble breathing, have a fast heartbeat, or are sweating.
    Reactions at the injection site (local allergic reaction) such as redness, swelling, and itching can happen. If you keep having skin reactions or they are serious, talk to your healthcare provider. Do not inject insulin into a skin area that is red, swollen, or itchy.
    Skin may thicken or pit at the injection site (lipodystrophy). Do not inject insulin into skin with these types of changes.
    Other side effects include low potassium in your blood (hypokalemia) and weight gain.
    Serious side effects can include:
    -swelling of your hands and feet
    -heart failure when taking certain pills called thiazolidinediones or "TZDs" with Humalog. This may occur in some people even if they have not had heart problems before. Tell your healthcare provider if you have shortness of breath, swelling of your ankles or feet, or sudden weight gain, which may be symptoms of heart failure. Your healthcare provider may need to adjust or stop your treatment with TZDs or Humalog.
    These are not all of the possible side effects. Ask your healthcare providers for more information or for medical advice about side effects.

    EVERY DRUG in the world has side effects that can be harmful in certain conditions.

    Sentiment: Strong Buy

  • Altai is a New York- based hedge fund. In November 2012 they took a similar position in MEMC materials- now known as Sunedison. SUNE was $2.50 when Altai took that position and is now $22.00 - a ten-bagger. These are serious players looking to make serious money on a serious investment. Back to $20 for SREV as well?

    Sentiment: Strong Buy

  • Reply to

    Hold long term and become rich

    by ddbikessamsara Jun 27, 2014 4:44 PM
    ddbikessamsara ddbikessamsara Jun 27, 2014 6:13 PM Flag

    Still 60 million + trapped shorts and they will have VERY restless weekends.

    Sentiment: Strong Buy

  • ddbikessamsara by ddbikessamsara Jun 27, 2014 4:44 PM Flag

    The final question mark has officially been removed. FDA approval granted and the label is laughably benign. Everyone in the world expected further studies and everyone expected no usage for pulmonary impaired patients. That leaves 99.9 % of the market wide open. No partner is going to think twice about signing up now. Clean label, minimal restrictions, massive market. Hold on now at all costs and become rich. MNKD is now the multibagger you've been waiting for. Huge potential for other Technosphere applications, they can begin their other very promising research areas in cancer - the sky is literally the limit. Al Mann is a genius and has once again scored a massive home run for medicine and his shareholders.

    Sentiment: Strong Buy

  • ddbikessamsara ddbikessamsara Jun 27, 2014 4:38 PM Flag

    I hope and pray that it DOES so I can load up at a much cheaper level. I hate to chase it here.

    Sentiment: Strong Buy

  • Reply to

    POWR is dealing with massive lawsuits.

    by dndnto32 Jun 26, 2014 2:07 PM
    ddbikessamsara ddbikessamsara Jun 27, 2014 1:20 PM Flag

    First of all there are no actual lawsuits - only bloodsucker lawyers trolling for a lead plaintiff so they can actually file a class action suit. Second of all there is no merit to the claims - that is what "Safe Harbor" language is all about. Third of all even if the suits are filed and manage to make their way through the courts it takes years and years for any settlement and they are always minor, with the lawyers getting the bulk of the settlement money. The whole thing is a scam and a drain on companies actually trying to run a business.

    Sentiment: Buy

  • ddbikessamsara ddbikessamsara Jun 17, 2014 6:48 PM Flag

    Feurstink is just another obsessive-compulsive talking head who loves the sound of his own name - exactly like Cramer. They HAVE to keep publishing their moronic pieces of garbage or fade away. They have essentially faded away anyway - Cramer's show is old and stupid and who really pays any attention to Feurstink? Nothing either one of them ever say really matters - but that's true for most talking heads. I just use the ignore button in my head and pass over anything I see those bozos associated with.

    Sentiment: Strong Buy

  • ddbikessamsara by ddbikessamsara Jun 7, 2014 7:31 PM Flag

    We know the global population of diabetics is somewhere around 300 million. Just for grins say 10 million of them (that's a measly 3.3% of all diabetics worldwide) end up using Afrezza for their mealtime insulin 3 times a day. That's 30 million doses of Afrezza each and every day. That is 11 BILLION doses every year. The revenue and profits from that are so huge it boggles the mind. THAT is why the market cap is as large as it is with no revenues yet. What is the present value of a company that could generate hundreds of billions in revenue in the not-too-distant future? Larger than Apple? Larger than Google? I will NEVER sell a single share until the potential is reached, at which time my shares will be worth 100 times what they are today. Before you say that is impossible look at Apple. 10 years ago it was a $10 stock. Today it is a $650 stock.

    Upon approval I intend to load the boat - the ONLY thing that keeps me from doing it now is I just don't trust the FDA. They could still find some shady reason to pull the rug out from under things. Some hedge fund manager pays someone off - crooked things happen in this world like it or not. My sense is there is enough awareness now and the FDA will be reluctant to do anything too crazy but a sense of caution makes me keep my investment to a prudent level right now. After approval no worries because the product will sell itself and the numbers above will be the result.

    Sentiment: Strong Buy

  • FY 2015 revenue consensus estimates were $92.3 million and company guided to $87 - 90 which is a pretty minor "miss" and still reflects 20% growth. Consensus EPS estimates were -$1.57 and company guided to $-1.59. Essentially performing as expected but the Street manages to portray this as a disaster, as they always do. They like to #$%$ as many people as they can to sell cheap so they can scoop up the cheap shares and resell them at a huge profit once they decide to reverse course and upgrade like crazy. Same old game, only the ticker symbols change. Strong growth, excellent prospects and plenty of cash while trading at all time lows now. Smells like a buy to me.

    Sentiment: Buy

  • Reply to

    double digit growth

    by georgesmarsh Jun 6, 2014 11:05 AM
    ddbikessamsara ddbikessamsara Jun 6, 2014 12:06 PM Flag

    I agree with you. The "miss" is miniscule and statistically irrelevant - they are essentially performing as expected. All time low with lots of cash, no debt, and bright prospects ahead. That's usually a recipe for strong returns going forward and I see no reason not to expect the same here.

    Sentiment: Buy

  • ddbikessamsara by ddbikessamsara Jun 5, 2014 11:15 AM Flag

    Just look at the chart since they went public. The vast majority of that time the stock has been over $6 with a substantial part of time spent over $12. Nothing has changed in the growth story - they are the undisputed leader in a very large market opportunity. They have a rock solid balance sheet with $250 million in cash. Trading at a multi-year low and the last time it got this cheap in Nov. 2012 it went on to triple a few months later. Same thing will happen this time only it won't stop at a triple. The new businesses are growing like crazy with 70% margins and as that kicks in earnings will be very strong down the road. Load up here and hold on for a couple of years and watch the multi-bagger materialize in front of your eyes. This stuff happens ALL the time - great companies have a quarterly hiccup and get hammered before going back to the old highs and beyond as the fundamental strength of the business prevails over the idiotic short-term focus of the market .

    Sentiment: Strong Buy

  • Reply to

    Insider buying filed check SEC filings

    by smokeymullet May 31, 2014 5:05 AM
    ddbikessamsara ddbikessamsara Jun 1, 2014 1:09 PM Flag

    Actual insider buying is negligible. 3 insiders have bought less than 6,000 shares since May 27th.
    The real news is Becker Drapkin buying in as heavily as they did. Professional money managers do not take big positions like that without high levels of confidence. Of course a high school student having taken a basic finance course could see at the current price the stock is a bargain. Taking a pounding the way it did when the basic drivers of the business are intact with excellent growth trends is just insane.

    Sentiment: Strong Buy

  • ddbikessamsara by ddbikessamsara May 27, 2014 11:33 PM Flag

    worth of POWR stock and December 14 calls. Serious money from serious players. How many other smart people took advantage of this gift of market madness? The big growth parts of the business are going strong and with B-D on board they will be pressuring management to do what it takes to fix the utility contracting piece which caused the hiccup in the first place. Back to double digits soon enough.

    Sentiment: Strong Buy

  • ddbikessamsara by ddbikessamsara May 26, 2014 4:32 PM Flag

    Many diabetics must take their basal insulin shots each day, Affrezza will not dramatically alter that necessity. However, the bolus shots before each meal can be completely eliminated. Think about that. 3 shots a day can completely go away. That's 1,095 shots per year. 20 years eliminates 21,900 shots. Not only is it the elimination of the shots but the much better performance of the ultra rapid-acting insulin and corresponding blood sugar management. It is absolutely a no-brainer. How long do you think it will take until the word spreads like wildfire? Millions of diabetics telling their stories of greatly improved performance, quality of life, fewer sticks every day. As Al has repeatedly stated it can be one of the biggest selling drugs of ALL TIME. Literally hundreds of millions of patients are waiting for this and will be wanting it from day 1.

    It will be just another of Al's many successes and contributions to bettering the lives of hundreds of millions of people around the world. The insulin pump. The cochlear implant. The artificial retina. Affrezza and the technosphere technology which will yield many other improvements in drug delivery. What a story. Few people in history have made such dramatic contributions to society as well as making shareholders monstrous returns.

    Sentiment: Strong Buy

  • Reply to

    STAYED UP ALL NIGHT WATCHING THE ADCOM ON DVD

    by auntietizz May 25, 2014 9:40 AM
    ddbikessamsara ddbikessamsara May 25, 2014 12:42 PM Flag

    I agree with you. Based on the merits and test results of the drug itself combined with the panel vote it would seem to be a slam dunk approval. I am tempted to sell all other stocks I own and put it in MNKD because I am convinced, like Al Mann, that it will be one of the biggest selling drugs in history. The lingering doubt about the integrity of the FDA keeps me from doing so and I have kept my investment at a level that will not destroy me if somehow something crooked happens but still pay off handsomely if the approval comes through. If it is NOT approved it will be one of the crimes of the century but the whole system is rotten and there will be little recourse.

    Sentiment: Strong Buy

BCOV
6.15+0.07(+1.15%)Sep 2 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.