Well, I'll add the 10d sma is interesting--thanks.... I notice the co. has the conference call and the CH conference going on on the same day.... Really don't know much, but the basic time/timing question to me appears to be a matter of how long before this recently birthed co. is acquired: Is there ever going to time enough for 'earnings visibility' just from the vantage point of the web?
"certainly could have ended this charade much earlier"
Exactly, and exactly, I think, where the squeeze begins. I don't think it's now about finding buyers.
That's the article title. The article summarizes the report just a couple of days ago, which I'm pretty sure some others are tracking as well. Aside from noting that they adjust (smooth) for seasonality, the unadjusted estimates are significant because they give some good short-term comparisons yoy and sequentially, as well as providing what some others' estimates were before the report's gov't data derived estimates were released.
Here's a chunk from the article, but you can also easily search for the gov't report:
"U.S. e-commerce sales totaled $58.0 billion in the first quarter, up 15.3% from $50.3 billion in the first quarter of 2012, according to an estimate released today by the U.S. Commerce Department.
The estimate, not adjusted for seasonality, says e-commerce accounted for 5.5% of total retail spending in the quarter, up from 4.9% a year ago. The Commerce Department includes purchases made from both PCs and mobile devices such as smartphones and tablets in its estimates. When excluding sales in categories that are rarely bought online—such as automobiles and fuel—Internet Retailer calculates that e-commerce accounted for 8.2% of total retail sales in the quarter, up from 7.3% in Q1 2012.
On a quarter-over-quarter basis, e-commerce sales declined 18.9% on a non-adjusted basis from Q4 2012. That decline is in line with previous years’ decreases as sales slow after the holiday sales season."
For more than a year, I don't recall there being some metric purist here arguing for higher share price. For probably more than two years, the optimism here was along the line Tom mentions concisely.
To my thinking this ack-ack-acquisition a while ago agreed upon by its "participants" (I would reasonably suspect) is all about failed fiduciary responsibilities. So for all I care, release the snakes.
I'm staying put--the whole thing is contrived to purge as many shares as possible before settling on a higher price. And at the very least I'll receive my pennies dividend in just a couple qtrs.
If you assume a general validity of the data reported to sites tracking daily short activity. Yes, it's likely inaccurate in some way--absolutely--but, short activity picked up substantially last Thursday and has continued.
I'm outta town. Good luck to you guys. I'm thinking now about sticking around to see what lawsuits by the big people are filed to compel a higher offer--In my experience, it did work back for RAE Systems and Overhill is nothing like RAE. Personally speaking I think a law firm could have a field day with the chronology and stats these past 12 months.
Asinine. (Yes to Steve) best thing I did was buy below 4. Good luck to my friends here. You just don't know unless you know.
On a positive note, some shorts got burned these past several days.
Great hearing from you, thanks--and yes, nice day today. I'm going to cap my complaints and go into the weekend feeling confident in my ignorance. Have a great weekend.
I once dreamed he was a hedge fund posturing as an ordinary person.
No, my apologies--I have fun when I post, and where I post, I think the stock and its mb contributors are interesting/helpful. Of course, I've got some long or swing material interest in the stock, too, or I'm looking to start a position.
Btw, Aamullen, I get that reaction at least once on almost every mb I've posted on. And I'm I published writer--haha. Sometimes ambiguity's good fishing. Other times I'm still lost working statistical associations within a spreadsheet of 10s of variable columns.
I thought the move today and the 50/100/200 sma have been interesting. Just goes to show, it's all very temporary here.
Has to be 'proposal' related and something I'd guess they knew would go down, or was going down, probably back as early as during the last cc, or even earlier. I suspect all that because they've had the proverbial three-monkey policy toward the Target MP, and there's the 'obvious' relationship of 'shelf space' between the two product labels. I'm thinking, they might have 'been deciding' (as opposed to an off-on decision event) relatively quite a while ago and the 'decision' is just taking time to manifest.
Now, what could it all be in the world of corp. law? And where is Dave?
Hah--but not current. "The murder rate in 2009 was 8.4 per 100,000 — by comparison, more than the 5.6 in New York City, but much less than the 14.8 in Atlanta." (Wkpd crime in mexico)
You guys, don't get defensive. I didn't think the ply statement was critical of what you were saying. I think the history recounting is interesting and certainly of value (DD) to people not familiar with those days.
Nice statement, Tom. Will you be going to the meeting?
*My main complaint is that there's no amount of rocket science required to forecast the stock suffering. There's the delay itself as proposals have been culled,, and then apparently (not "obviously") there's the delay as a consequence of the delay, imposed on implementing cost-saving measures. It's all totally asinine if their decision (now) somehow figures in current share price into whatever they opt for. I mean, maybe they could've taken this private for a while (with us), until they all got their act together.
Aside from the clinic being run in Vernon (figuratively speaking) on how to perpetuate uncertainty, I find the testosterone and prostate ad pictures along the left sidebar fascinating, Jim.
I understand you're looking at the JCraig comparison, but, pretend Overhill was pretty much providing for a diet plan (Thank the gods it isn't), interesting comparisons can be made against Overhill, a couple of which are in the area of debt and that Overhill's rev. growth and profit margins have been significantly better--not to mention their outlook. Just a better report this time regarding earnings would boost this stock a lot. However, that won't be the cure.
Thanks. I asked, because SpeedFC has many employees already and owns that "web-design and call-center" subsidiary located in a large city just north of Mexico City: so, maybe, growth and strategic expansion instead of outsourcing.