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Brightcove, Inc. (BCOV) Message Board

ddbikessamsara 14 posts  |  Last Activity: Apr 17, 2014 3:20 PM Member since: Oct 5, 2004
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  • Reply to

    im still in

    by clubshop1 Jan 16, 2014 7:17 PM
    ddbikessamsara ddbikessamsara Jan 22, 2014 1:05 PM Flag

    I don't see any reason to sell. Long term things are brighter than ever. Huge and growing backlog along with new initiatives coming up - this will be a big winner with some patience. I'm amazed at the selloff - can't see that they are fundamentally off the track at all. These quarterly "misses" usually are a great gift to a patient investor and this is no different. I'm holding it for 2-3 years when it could be a $50 stock.

    Sentiment: Buy

  • No press releases from any of the involved parties. No way for any regular investor to know yet Jeffries gets privy information unknowable to the general public and leaks it in a memo? Where is the proof of the Alcatel deal? Where are the official PR's? Lastly, where is the SEC while this BS is going on? The whole thing just reeks.

    Sentiment: Hold

  • Reply to

    Remember green Mountain coffee

    by lar19man Mar 2, 2014 5:00 PM
    ddbikessamsara ddbikessamsara Mar 2, 2014 9:48 PM Flag

    The market and individual stocks will ALWAYS fluctuate up and down over ANY given year. CLNE is now trading at a 5-year low and the fundamental story has not changed an iota. Natural gas is still plentiful, cheap, and clean. The only thing holding CLNE back from huge sales has been the slow pace of engine introduction and adoption in the long-haul trucking side of things. Those engines are now making their way into the big trucks and it is only a matter of time until that starts to show up as big revenue for CLNE. Reading the company's rationale behind LNG vs CNG for the long haul truckers makes perfect sense to me and I think Piper Jaffray pulled their "LNG will lose out" stunt purely as a way to manipulate the stock down to pick it up on the cheap for themselves and their clients. CLNE still does the bulk of their current sales with CNG anyway - more than anyone else in the country. They are smart people who have done their homework and put huge investment into the mix. The analysts are crooks who say what they need to say to make a fast buck - nothing more. The fundamental story is as strong as ever, the company has over $4 per share in cash and the stock is trading at a 5-year low. To me that is a compelling investment story and I have bought accordingly after this manipulated "disaster".

    Sentiment: Strong Buy

  • Reply to

    Brand new 52 week low great!!!!!!!

    by potteralan90 Mar 13, 2014 3:55 PM
    ddbikessamsara ddbikessamsara Mar 14, 2014 7:34 PM Flag

    If you think there is NOT manipulation with this stock you are sadly mistaken. The MM's pretty much do as they please with it. Of course the company does not help matters with their almost complete lack of communication. A very similar pattern was evident last spring - right before earnings in the quiet period there was a steady walk-down of the share price literally every day. Most of the volume was the relentless 100-share blocks the MM's love to use for their games. The day of earnings when things turned out "not nearly as bad as expected" the stock ended up 75% in a single day. No reason the same thing won't happen this time around. No matter what all the naysayers and fearmongers love to scream about, the company has ALWAYS had ample cash flow, and ALWAYS made all debt payments on time. Late sales continue to roll in from the huge data library and according to all company presentations E & P spending remains robust. They have dumped all the low margin business and accompanying overhead and look to increase margins significantly with the proprietary emphasis they have now.

    My guess is the biggest reason for the lack of interest in the stock is the $350 million shelf offering filed last fall but my personal sense is they just want to have it available to refi the current debentures due in 2016 if they need to. The shelf is for debt OR equity and they can't seriously expect to issue massive numbers of common at these prices and completely destroy the common value. Remember these guys own a lot of shares themselves and are likely to do the most practical thing to help the value of their own holdings - not to mention the huge investment of Kelso.

    Don't be surprised if the Q4 report is much better than expected and the MM's who have been stealing shares on the cheap the last couple of weeks get to sell those shares at a tasty profit when the demand hits.

    Anyone's guess since the company doesn't say squat. Next week will reveal a lot.

    Sentiment: Strong Buy

  • Reply to

    Brand new 52 week low great!!!!!!!

    by potteralan90 Mar 13, 2014 3:55 PM
    ddbikessamsara ddbikessamsara Mar 16, 2014 2:44 PM Flag

    Instititutions don't sell in 100 share blocks. NOBODY trades in 100 share blocks because it is a literal impossibility to make any money after the commissions. Why then is the vast majority of the volume on this (or multitudes of other stocks) in 100 share blocks? It is the market makers fishing for stop losses or trying to create a price illusion. It is certainly NOT institutional activity. Market makers have to MAKE a MARKET. They have to either have inventory or borrow shares when the demand hits since they have to make the market. They do a lot more than just make a few bucks on bid and ask.

    As I said before the company has had more than ample cash flow every quarter without fail to pay all obligations. The solitary reason for the sizable losses they have shown is amortization on the data library and once that amortization washes through they will show very decent profitability.

    The major risk to the company is a sudden and significant slowdown in exploration spending and so far that does not seem to be in the cards. Why does the analyst community all have price targets double and triple the current price? This downdraft has been market makers playing their games and nervous nellies playing along by handing their shares over to the MM's on the cheap - NOT institutions dumping. This week will show what is really happening since the company is due to release earnings.

    Sentiment: Strong Buy

  • ddbikessamsara by ddbikessamsara Apr 1, 2014 5:45 PM Flag

    Those pigs are the reason I sold my shares. I am incredibly angry - it sounded like they had a serious inside track and now I have sold at a loss and will not be able to get back in without a huge spike. Where the hell is the SEC when the analysts can completely misrepresent a story like this? How many people lost a LOT of money from this blatant manipulation? It's as bad or worse than management making false statements and they get away with it scot-free.

  • Reply to

    Diabetes = $30 to $40 stock coming

    by biogrip Apr 1, 2014 6:58 PM
    ddbikessamsara ddbikessamsara Apr 1, 2014 7:09 PM Flag

    Al Mann has always contended this could be one of the biggest-selling drugs of all time. All the naysayers will be out in force tomorrow claiming there is no market, doctors will not want to prescribe it, etc. If Piper Jaffray can blatantly claim the FDA Panel would not approve they will pull out all the stops to put out more negative projections on sales etc. It will not be a smooth trajectory up but to me the market is immense and this time I am holding for the long haul. Of course it is still possible the FDA will not even approve the drug so nothing is for sure yet. A huge part of the uncertainty has been washed out and that alone will drive a lot of buying demand and that plus frantic short covering will certainly keep things interesting.

  • Reply to

    Pure Manipulation

    by realtimetech13000 Apr 1, 2014 10:47 AM
    ddbikessamsara ddbikessamsara Apr 4, 2014 12:45 PM Flag

    Amen to that. The MM's running this shell game are as slick as they come. Bid changes so fast you can't even blink. Some suckers are getting their stop losses taken out today. The MM's see those stops and go fishing for them with their 100 share walkdown game. Old, old street game and these guys play it pretty well. They'll run it back over $17 soon enough and leave their victims cursing at their stupidity.

  • ddbikessamsara by ddbikessamsara Apr 7, 2014 11:22 AM Flag

    I listened to the public commentary speakers at the FDA panel, who were unanimous in their support of Afrezza and it's benefits in controlling hyper and hypo incidents, ease of use, peace of mind, quality of life, very impassioned about it. We are talking hundreds of millions of people around the world and a drug that makes huge and dynamic improvements in their life quality and the FDA is dragging it's heels yet again after years and years of stonewalling. This despite no demonstrated health or safety risks outside of statistical norms. They can approve drugs to help you keep your hair or boost your erection but they can't seem to approve a drug that is literally life or death in some instances and immeasurably better quality of life for millions of others. Pathetic and criminal - somebody is paying them off, almost guaranteed.

    Sentiment: Strong Buy

  • ddbikessamsara ddbikessamsara Apr 7, 2014 8:16 PM Flag

    I'm not sure the efficacy can be rightfully questioned. Multiple Affrezza users said their HbA1c was lower than it had ever been and had risen again after going off it. The key seems to be the right blend of basal and Affrezza which most patients will be able to work out with their doctors over time. IMO questioning the efficacy is erroneous when non-inferiority was proven in the trials and the anecdotal evidence from trial participants indicate better than ever HbA1c levels. Combining that with the obvious and HUGE benefits of lesser hyper and hypo incidents, better delivery system and overall life quality enhancement and it will be sheer insanity not to approve.

    Sentiment: Hold

  • If they knew what the lives and complications of diabetics were really like instead of having their heads buried in technocrat data-mongering they would realize the choice is pretty clear.

    They allow cigarette smoking which almost by definition is going to end up causing massive lung and respiratory issues. How many hundreds of millions people smoke willingly and shorten their lives, contributing to monstrous healthcare costs along the way? Yet the FDA gurus hesitate to approve an incredibly beneficial drug to people who really need and want it to ENHANCE their everyday lives. They say it's just fine to keep sticking yourselves with needles multiple times a day - THEY are not the ones being stuck! There have been no safety issues identifiable outside of statistical norms, non-inferiority overall and vast superiority in the critical areas of hypoglycemia and ease of use. So a diabetic does not even have the same rights as a cigarette smoker when it comes to what they choose to use in their lungs. Perhaps a civil rights suit will be in order if the technocrats fail to approve AFFREZZA after stonewalling it all these years. Bah humbug.

  • ddbikessamsara ddbikessamsara Apr 8, 2014 8:46 PM Flag

    That's probably one reason for the positive adcom vote. I was referring to the actual FDA staff who ultimately approve the drugs. They have been splitting hairs and making MNKD jump through hoops for years. The latest CRL was a complete joke. The exact same medication delivered with a slightly modified device (Medtone vs Dreamboat) required over a year of additional testing and hundreds of millions of dollars to show the exact same positive results and they are STILL delaying it. It's simply criminal.

    Sentiment: Buy

  • ddbikessamsara by ddbikessamsara Apr 10, 2014 6:01 PM Flag

    Looks like a miniature version of the Exubera bong modified by some Exubera team alumni. It is still bulky, involves transfer of the liquid into the vaporizer and somewhere discreet to do the vaporizing and inhaling. No competition there for the one smooth draw on a whistle-sized Dreamboat device no one even notices if you hold it in the palm of your hand. I am fairly certain MNKD holds the patents on the rapid-acting monomer form of insulin that makes AFFREZZA so uniquely effective. Technospere dissolves instantly on contact with the lung tissue and is gone. What happens with a mist of insulin liquid? It has to raise questions about long term lung effect since it will undoubtedly linger longer in the lung tissue than Technospere.

    I fail to see how a mist would not generate a cough reflex if one has that tendency. No information at all on the insulin formulation, dose control, time to peak and tail, etc. There are many FDA hurdles to overcome for this johnny-come-lately. Much ado over nothing it looks like to me.as far as serious competition goes.

    Sentiment: Buy

  • ddbikessamsara by ddbikessamsara Apr 17, 2014 3:20 PM Flag

    52 week low when a) tons of equipment installed at both facilities - Lufkin and Rochester b) capable , experienced manufacturing management at the helm now. c.) Kodak's unparalleled expertise in printing technologies d.)huge market opportunity for the products e) low share count will generate huge share price appreciation because the EPS will be quite large if they achieve good sales volume.

    At this point it seems to be a mere engineering problem to work out the final bugs. The prototypes and concept clearly work or they would not have been able to get the partners on board to begin with. Any engineering problem can be solved and they have lots of sharp people working on it every day.

    I wouldn't bet the farm on it but it certainly worth holding a couple of thousand shares here. The risk / reward is enormous and it is hard for me to see this being a complete scam as the short story goes. Kodak, Intel, and whoever the OEM PC maker is - companies like that are not going to partner up and have their names associated with a scam operation. They have managers who can actually be fired for incompetence - unlike the ridiculous financial press and manipulators who pull their stunts with impunity and no negative consequences whatsoever.

    Engineering problems get solved everyday and it just seems they have to be very close.

    Sentiment: Buy

BCOV
8.50-0.03(-0.35%)Apr 17 4:00 PMEDT

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