Back to your bridge, you troll.
If you want to scare me, show me O-Film or Young Fast's numbers - P/L and revenue growth. If not, it's still a green field.
And if touch sensors were free, no one would be in the business of producing them.
Don't say stupid stuff like this, Richard - I expect a higher quality of bashing from you.
BTW, you did see that guy Allen got fined for violating the short sales rules? Better take notes, unless you want to visit the Graybar Hotel, too. Or do you look good in stripes?
Totally forgot - sounds like there will be an Analyst Day when the film process is in-house.
BTW, Jeff stressed that there is real revenue from real customers here - and that InTouch was still in development. Strange given that it was supposed to have commercial shipments in Q2, but maybe that was going to slip...
Above 3? Probably in August (Q2 CC)
Above 5? My guess is November (Q3 CC)
Assuming they hit their targets, of course.
Obviously he couldn't be too specific. Based on what I heard, this is what I gathered:
a) sounds like there will be news on the Q2 CC date - that appears to be what they are targeting. Doesn't mean there won't be anything before, but there was a clearer signal that there will be something that date. My impression is that it will be like previous "releases" - it will be in the earnings release and in the CC, not as a separate PR
b) they are looking to replace Cowen - they recognize that the firm is not their friend. That was very explicit
c) they did expect the price to tank after the XSense announcement, but were surprised by how bad the reaction was
d) replacing CIT was the linchpin of the XSense deal - Jeff said the deal made no sense without that
e) Jeff claims the terms of the deal (e.g. the royalties and the like) made sense based on expected revenue ramp in the out years. Translation: the royalties look expensive now, but a few years from now, they'll look cheap
Wasn't going to push him beyond that - Reg FD and all that.
Still, nice to talk to him. But I want to see some darn results.
Since he talked to me, I will move back to a very shaky Hold...
Why would you *possibly* be here at the price level, RXR? The cost/benefit for a short here is insane. What's the realistic maximum you could get out of this, after the borrowing cost? 50 cents a share?
Jesus... back to your freaking bridge.
Happy to post my sorry portfolio, Druggie... still 22,900 shares long. If their investor and analyst relations were better, I could ignore the abrupt change in direction. But I have no way of knowing if this is a shrewd move or desperation, given the silence out of the Woodlands.
Just very, very dIsappointed.
I'm hoping that maybe the fact Jeff hasn't called back today maybe portends something in the near future. However, you have to admit his track record sucks.
How about an Analyst Day to show off the XTouch line, if they have the film process in-house yet? That's at least *some* sign of progress.
It bugs me I have to suggest this stuff to them - let's remember that they want our votes on July 13th.
And, yes, I did change my vote to Yes. Took a while (had to ask JPMC for my control number), but I did it.
I just wanted to yell and scream. I know he isn't going to tell me diddly. Still nice he called back.
No, I'm not that stupid
There goes that small piece of non-terrible news. $2.58 and sinking...
At least when I called and complained to Pixie headquarters, Jeff actually called back. Bad connection, so we didn't actually talk - but when I called the number back, I got his VM.
Wonder how much of his day is consumed by calling back irate investors...
You know what, unless you're a diehard like me, druggie, hotonstocks, etc - you really should sell. Let's get this over with, even if it means we flirt with $2.
Would be nice if we had the opposite effect on Monday - news, then a rally?
Oh, an investor can dream can't he?
So, let's take a poll - new 52-week low on Monday, or news and a rally?
I was confused for a sec, Cocky - I wasn't aware UNXL builds investor confidence. At least not since Reed's open market purchase in 2013.
Depressing, aint it? I've lost over 70% of my investment here - it blows chunks.
Your math is way off:
a) the working capital includes the cash. That means that 7.7MM of the cash is spoken for in some way (e.g. there's a liability it will cover)
b) the 15 million went to pay the prepaid royalties and pay off Cowen's fee for placing the notes
So, Pixie has 13 million of unencumbered cash as of end of Q1 - it is undoubtedly below 10 at the end of this Q, as Atmel was running XSense at a loss, too.
No specific - but you know the old saw "buy the rumor, sell the news". Not sure you can explain the Friday PM buying any other way - scared of potential premarket news today.
I would also hope to get a sense whether Pixie will exercise its option to buy CIT's film beyond the initial 16 weeks. They can extend that all the way till October 31, which is a drop-dead date.
If they choose not to exercise the extension, it's a big plus - means they got the process up and running properly (and likely with the expanded margins). If they do exercise it, it's not necessarily a red flag - the expectation was to use the entire 6 month window.
I found that curious, too - but he did. Again, since Russell hasn't closed a financing deal - and since the new design win is not final yet, although expected - it really isn't material or subject to Reg FD, isn't it? Same thing with his impressions of Hudson Bay - if it's not material, he can flap his gums all he wants.
Do you think any of that is material info? If not, then I guess I'm not full of it, am I?