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Dex Media, Inc. Message Board

droidboy99 34 posts  |  Last Activity: Jan 22, 2016 3:50 PM Member since: Feb 23, 2013
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  • Just re-read Mark Lin's article, the acquisition is what will make this worthwhile going forward:

    Summary

    Government service contracting is generally a good business with high barriers to entry and attractive financial characteristics.

    Engility's acquisition of TASC will reduce its exposure to the defense end-market and increase its presence in the well-funded intelligence end-market.

    Elevator Pitch

    Engility Holdings (NYSE:EGL) was an unattractive company, given its significant exposure to the defense end-market, when it was first spun off from its parent company in 2012. It improved its cost efficiency significantly in the past two years, and also secured several award wins in the second half of 2015. Nevertheless, the company's revenue continued to decline, and its organic growth remained negative. In February 2015, Engility acquired another government services contractor, TASC, which is a game changer for the company. Engility will be a significant larger player in the government services space with a more diversified revenue mix.

  • droidboy99 by droidboy99 Jan 22, 2016 5:52 AM Flag

    PPS moved up a bit after hours.

    I almost fainted when I saw on Nasdaq:

    17:28 $ 28.95 High 1,020

    ... but that must have just been a corrected trade or a fluke.

    Next coupld of weeks should be interesting!

  • Reply to

    this seems like a steal at this price

    by tradingspecialist Jan 21, 2016 1:55 PM
    droidboy99 droidboy99 Jan 21, 2016 4:11 PM Flag

    Yeah, very quiet board until today. Recent acquisitions should be of interest here, and EGL is totally oversold at this point. I'll be picking up additional shares if it dips lower tomorrow. Seems to have found support at ~$15

    "Our fiscal year 2016 guidance reflects the continued impact from legacy contracts that are ending and reduced in-theater work. Fortunately, the adverse impact from these items is subsiding. Given the stabilization in our business and the market as a result of the recent two-year Federal budget agreement, we believe there is no better strategy than to invest more in our company with the expectation of organic growth in fiscal year 2017 and beyond. Our recent acquisitions have provided us with the right scale, broader portfolio and cost-efficient structure necessary to pursue and win more large opportunities. We expect that these opportunities, combined with our internal investments, more competitive bid rates, newly diversified customer base and capabilities, and improving industry conditions, will fuel our future organic growth."

  • Reply to

    My strategy

    by x2073 Dec 17, 2015 4:26 PM
    droidboy99 droidboy99 Dec 17, 2015 9:19 PM Flag

    "Actually any buying is red flag"

    Who would have thought.

  • Reply to

    WHY IS THIS UP SO MUCH IN AFTER HOURS ?

    by stockdeath Dec 17, 2015 4:40 PM
    droidboy99 droidboy99 Dec 17, 2015 9:16 PM Flag

    Why are you shouting?

  • Reply to

    Damn

    by r_ventura_23 Dec 17, 2015 5:16 PM
    droidboy99 droidboy99 Dec 17, 2015 9:14 PM Flag

    Incredible analysis. Do you have a newsletter?

    This sell off was totally overdone. Cutting the dividend was the
    right thing to do.

  • droidboy99 droidboy99 Dec 17, 2015 9:12 PM Flag

    You have to show your math to get credit.

  • Reply to

    Any guesses on tomorrow's price?

    by vmehrapge Dec 17, 2015 8:07 PM
    droidboy99 droidboy99 Dec 17, 2015 9:10 PM Flag

    Agree there will be some tax selling, but this should still move up to $8-10 short-term. After hours
    it was already up to $7.45

    Sell off was overdone and a knee jerk reaction to dividend cut.

  • Analysts say Albemarle of Baton Rouge, FMC Lithium of Philadelphia and SQM of Chile, the big producers of lithium, have not been willing to supply at the prices Tesla has demanded.

    “Tesla is not the biggest piece of the pie,” one smaller producer says. “It’s the dog that barks that doesn’t bite.”

    Article
    Tesla in stand-off over lithium supply
    Henry Sanderson

  • Was looking at projections that were made based on on press statements by Tesla, and comments by the CEO:

    2014 35000
    2015 75000
    2016 100000
    2017 150000
    2018 200000
    2019 300000
    2020 500000

    Some of these are even more conservative than figures used by Futuris to get state funds / breaks where
    120000 was the figure for 2015.

  • Reply to

    ELON MUSK TWITTER FOLLOWERS 3 MILLION

    by pwdyfan420 Dec 13, 2015 2:20 AM
    droidboy99 droidboy99 Dec 13, 2015 9:08 AM Flag

    Maybe he can get all his twitter followers to donate $950 each, so Tesla can retire the almost $3B of debt.
    Tesla wouldnt be making a profit even then.

  • droidboy99 droidboy99 Dec 13, 2015 12:34 AM Flag

    $114.81 Feb 2000. ... Moron.

  • droidboy99 droidboy99 Dec 9, 2015 5:56 AM Flag

    Based on the stated cell capacity of 35 GWh each year, Tesla would need to make a $14.29 cash margin to meet its cost of capital just to build the plant. That would require incredibly low manufacturing costs considering what battery sells are already selling for on the open market.

    General Motors (NYSE:GM) recently said that entering 2016, its cell cost for batteries will be $145 per kWh and it expects costs to be below $100 per kWh by 2021, which may be a conservative estimate considering its current price is down from $400-$500 per kWh just a few years ago. We saw this in the solar industry: Once capacity starts being built out and costs start coming down, the cost curve changes faster than anyone expects.

    If we take GM's cost figure and apply it to the Gigafactory the challenge becomes clear. Assume that Telsa could still buy cells for $145 per watt in 2017 (the Gigafactory will effectively be competing with battery cell prices on the open market so that's the comparison to use) and prices will fall 20% annually through 2020 with a 20% cash margin on production.

  • droidboy99 droidboy99 Dec 9, 2015 5:52 AM Flag

    We have to wait to take styling cues from the Mazda 6?

  • droidboy99 droidboy99 Dec 9, 2015 5:46 AM Flag

    Be interesting to see what work arounds people find for carrying skis, kayaks, etc on the Model X.

  • droidboy99 droidboy99 Dec 8, 2015 11:05 PM Flag

    Falling prices for batteries may leave Tesla with few ways to make money in the long term.

    Disruption on the scale of what Tesla Motors (NASDAQ:TSLA) is trying to pull off in the vehicle and energy-storage markets would be an incredible feat for any company. We haven't seen an upheaval on the level of the Gigafactory since Chinese companies upended energy as we know it by building billions of dollars' worth of solar manufacturing plants in the mid- to late 2000s. And that disruption may have left a few lessons of caution for investors.

    In a matter of just a few years, the world went from a few gigawatts of solar manufacturing capacity to 70 GW of capacity, and solar panel costs plunged as much as 90% in a matter of a decade. That's along the lines of what Tesla Motors is trying to do to disrupt its end markets.

    What Tesla Motors investors should understand about what the manufacturing capacity did to disrupt the energy market is that while the solar industry itself is enduring, most of those manufacturers who built out the early capacity that changed the energy industry are now bankrupt. Suntech Power, Q-Cells, and Yingli Green Energy all held the title of world's largest solar manufacturer at one time, and they've gone through insolvency or are close to it (Yingli). Why this happened in solar is also something Tesla Motors may not be able to avoid.

    Being a leader in manufacturing is dangerous
    The challenge Tesla Motors faces is making money in a business where costs are falling rapidly. For example, if you look at the $5 billion up-front cost of the Gigafactory, it's easy to see how the company will make money if it can sell its 35 GWh annual capacity for the $350 per kWh -- the price a Powerwall is quoted at today -- but the math gets harder as costs fall to where the competition is pricing cells, and that's really the basis on which we should judge the Gigafactory.

  • Hyundai will launch a new dedicated green vehicle in January dubbed the IONIQ featuring three electrified drivetrain options in one body type.

    Hyundai IONIQ will be available with electric, plug-in hybrid, or gasoline/electric hybrid powertrain – the first car from any manufacturer to offer customers these three powertrain options in a single body type.

    As part of Hyundai Motor’s ambition to chart the direction of future mobility, the IONIQ responds to rapidly changing customer lifestyles by breaking the mold for hybrid vehicles.

    Detailing the plans today in a release, Woong-Chul Yang,Head of Hyundai Motor R&D Center said, “Hyundai Motor has a heritage of building innovative, fuel-efficient vehicles, so we are proud to advance our eco-friendly car line-up with the introduction of IONIQ. Our vision for future mobility focuses on choice, with a variety of powertrain options to suit customers’ varied lifestyles, without compromising on design or driving enjoyment. IONIQ embodies Hyundai Motor’s vision to shift the automotive paradigm and future mobility; IONIQ is the fruit of our efforts to become the leader in the global green car market.”

    The new car’s name references elements of its creation. An ion is an electrically-charged atom, linking to the car’s clever combination of electrified powertrains. The second part of the name references the unique offering it brings to the Hyundai range, demonstrating the brand’s environmental commitment and willingness to maximize choice for its customers. Finally, the Q is depicted in the car’s logo as a visual breakthrough, acknowledging the fresh new approach of this advanced, low-emission model.

  • The Porsche Mission E concept looked like a killer electric car when it was announced earlier this year and had gearheads the world over drooling at the possibility of an electric powerhouse juxtaposed with the infamous road-hugging handling of a Porsche. The contrast seemed to start early cries of the Mission E being the next Tesla competitor (despite the fact that it is 5 years away from production), but those were met with understandable skepticism (tell us the arrival date again). But oh, the car. The sleek lines and stance of the car alone had many itching to see more, to hear more about this new creation after it was unveiled in September at the Frankfurt Motor Show. But alas, it was just a concept?

    Until now! Gas2 brought us the great news that Porsche had put the Mission E on the fast track to move it from concept to production. Parent group VW has been very vocal about making a large investment in shifting its investments from a focus on fossil fuel?powered vehicles to researching and building production electric vehicles. This is a big part of its plans coming out of the dieselgate scandal, so let?s hope that this is just the first of many announcements from the collective for Porsche.

    Porsche isn?t treating this move lightly either. It is aggressively staffing up for a huge cultural and production lineup shift towards electrification. More than 1,000 new jobs are being created in its Stuttgart-Zuffenhausen facility, which will also receive a capital infusion of over $750 million (#$%$700 million). It is worth noting that this is an expansion of the overall facility, which indicates that Porsche is looking to drive incremental sales of electric vehicles and not executing a wholesale replacement of existing diesel or gas production equipment (yet).

    Porsche will also be adding a new paint shop, a new assembly plant, and expanding its engine factory specifically for electric motors.

  • Reply to

    help me understand the money pit

    by retire_yung Dec 8, 2015 6:36 PM
    droidboy99 droidboy99 Dec 8, 2015 8:55 PM Flag

    Cant say #$%$, so can you say:

    prostitutes, call girls, bawd, concubine, courtesan, hustlers, streetwalkers,
    call girls, women of the evening, painted women ?

  • Reply to

    help me understand the money pit

    by retire_yung Dec 8, 2015 6:36 PM
    droidboy99 droidboy99 Dec 8, 2015 7:46 PM Flag

    #$%$ and blow?

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