Another great analysis, Kris. Thank you. One nagging concern is what happened to Invn's stock price
when they first won Apple's business. More business is of course great. But given this is Apple, is the market going to see this as a negative, another hit to their margin? Earnings after earnings, this stock seems to turn good news into bad news.
Could be for a number of functions: lane control, parking control, camera control, lowering and raising
car in relation to road surface(I'm sure there's a shorter way to say that) and many others. Actually the car, as well as other cars, could use many motion sensors.
No, 60 thousand cars a year won't make them rich, but Tesla's brand is distinctive and a true symbol for the kind of business Invensense wishes to win. On that level it's a meaningful win.
The question we should be asking, kris, is how does a stock perform after dropping 70 per cent? In two months this stock has lost 45 to 50 per cent of its value. The drop has been astronomical in scope. What percentage of stocks that have seen such a decline significantly recover?
A good sincere distinction, vsax. With no apparent cynicism. A fine post. A fine post, indeed.
I own many shares of the company's stock. I would not be expressing my support for the
stock if I was not a buyer myself. Thank you for your interest.
There is zero chance that INVN is not in the new phone. I base my confidence on the cc, where the question
was asked indirectly and answered.
Great question, Kris. It will be interesting to see who this cross licensing deal is with.
I'd feel honored, Ed. Your comments have evoked a "Double LOL" from vsax. He doesn't hand those out indiscriminately. A Double LOL! Can a "Triple" be far behind?
I'm assuming in this case that what's personal is universal. But, yes, I agree: I too would like to see the company make more money. Because I would like to make more money. Which circuitously brings us back to management making shareholders feel better about the future of the company. Isn't this kind of
clarity between two people encouraging?
If this is the case, must we conclude that the shares executives are automatically selling will be worth less after the sale is completed. Why sell shares that will be worth more once "the deal" is completed.
Or they came to the well-thought-out conclusion that no investment could bring them a better return than the one they were running. I don't think most investors hear "buyback" and conclude, how sad--they lack the imagination and investment know-how to get a better return on their money. Rather, they think, if they're buying back their own stock they believe in the future of their company. After the amount of individual selling management has been doing, this is the message investors need to hear. What, short term, would be a better way to convey that belief
Love your thoughts, but I think you might be overthinking this one. The company needs to convince
investors that they are certain about their future, and, in the short term at least, nothing could say that
more emphatically than a buyback.
You shared what has changed in your mind, but not the company. What changes in the company itself have altered your long term thoughts? And, yes, I understand that you have always viewed Invensense as a speculative play.
For making zero attempt on behalf of its shareholders to address its falling stock price. A buy back of a couple million shares at these bargain basement prices would go a long way toward demonstrating that they believe in what they are doing. All they have done is sell shares as soon as they are able to. Shame on them.
Meaning, will be going up, when factoring in all the positive events on the horizon. Don't lose your optimism. I've been investing in the market for many years,,and while horrific to go
through, this long drastic setback will not be permanent in nature. There are many elements
caused it--yes, some can be blamed on mistakes by management--but I don't see this drought being permanent in nature.
Thank you for this helpful post. There are many indicators that this stock is on the rise. There are many negative posters on this board with one goal in mind: getting you to sell your shares so those short this stock can cover. Those sitting in the fence are going to do what they must do. But keep in mind, the shares you sell today diminish the intensity behind any short race to cover in the event of good news. And in my humble opinion
that good news is coming. Lord knows it's way overdue.