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Deckers Outdoor Corp. Message Board

ezndat 29 posts  |  Last Activity: Aug 17, 2014 10:27 PM Member since: Feb 7, 2011
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  • Reply to

    Ethics

    by fordguy9991 Aug 17, 2014 4:54 PM
    ezndat ezndat Aug 17, 2014 10:27 PM Flag

    I would be happy that my investment went higher, not happy that they were infected....

  • Reply to

    Good Pair Trade: Long NLNK; Short TKMR

    by mechs1976 Aug 14, 2014 9:28 PM
    ezndat ezndat Aug 15, 2014 12:39 AM Flag

    Time = tkmr
    Blank = nlnk

  • Reply to

    Good Pair Trade: Long NLNK; Short TKMR

    by mechs1976 Aug 14, 2014 9:28 PM
    ezndat ezndat Aug 15, 2014 12:38 AM Flag

    I was just thinking the exact same thing....it looks tkmr has tempered expectations about their drug while nlnk is ready to go awaiting some safety studies. I bought time puts today and probly compliment that with blank calls tomorrow...

  • Reply to

    Checking in and licking my wounds....

    by fluteman_greg Jul 21, 2014 3:29 PM
    ezndat ezndat Jul 21, 2014 5:24 PM Flag

    I agree with this...why would he hype this presentation up so much and not have anything to say....yes he could get out of his short at a better price but he'd look like such a fool if he didn't have any persuasive evidence....you think he would trade his entire reputation just so he could get 10% better price on one short position? He wants everyone to hear this presentation and sounds like he has whistleblower documents from HLF employees to back up his claims

  • ezndat ezndat Jul 14, 2014 12:25 PM Flag

    LL pre-announced lowered guidance and sold off hard during the session prior to announcement....wonder if SODA is looking to pre-announce bad news as well.

  • Reply to

    Next 10Q

    by ezndat May 5, 2014 4:15 PM
    ezndat ezndat Jun 18, 2014 1:56 PM Flag

    It was crazy talk for sure....I don't know why the stock is acting positively to this news. basically see through equity was estimating 30-40 million for J-channel and that is now looking like 2-4 million. The logitech settlement also was a let down. Almost half the revenue is going to pay inventor royalties....I don't know why this news sends the stock up 16%

  • Reply to

    I hope I'm dreaming in after hours

    by dfm7785 May 7, 2014 4:38 PM
    ezndat ezndat May 7, 2014 5:03 PM Flag

    forward guidance is really bad....stock closed at PE of around 80, that could easily get shaved to under 40 in the next few sessions....

  • Reply to

    Why the sell off today?

    by u2dragonflyer May 7, 2014 12:11 PM
    ezndat ezndat May 7, 2014 4:23 PM Flag

    Yep, Called that #$%^......straight up insider selling on leaked earnings.....ended up buying 17.5 and 15 puts and making money just by following the insider bread crumbs.....market regulation is nonexistent....f'n wild west.....

  • Reply to

    Why the sell off today?

    by u2dragonflyer May 7, 2014 12:11 PM
    ezndat ezndat May 7, 2014 12:27 PM Flag

    99.99% this misses earnings based solely on this insane insider sell off....Agree though that you'd think puts would be a little more active...only hope is that with only 20M shares someone is walking this down and setting up for huge afternoon rally but my guess is insider trading and we close even lower than here....tempted to buy puts on this...

  • Reply to

    Saponas

    by ezndat May 7, 2014 10:38 AM
    ezndat ezndat May 7, 2014 10:44 AM Flag

    just noticed this was already posted by Photon....sorry about that....

  • ezndat by ezndat May 7, 2014 10:38 AM Flag

    Added another 50K yesterday....probably explains today's price action....at least one person is putting their money where their mouth is, that's something to hang your hat on amidst all this negativity....

  • ezndat ezndat May 6, 2014 10:44 AM Flag

    We've eclipsed avg. daily volume in less than an hour of trading....yesterday I think we did close to 600K shares. If this pace continues we'll do over 1M shares today.....The Logitech settlement has people's attention...seems to be quite a few happy to step aside at .40 so may take a few hours to clear that backlog then maybe, just maybe we can float up a few pennies....

  • Reply to

    Next 10Q

    by ezndat May 5, 2014 4:15 PM
    ezndat ezndat May 5, 2014 4:16 PM Flag

    As I was typing this the stock literally blew up about 3 cents at the close.....Maybe this isn't crazy talk!!!!!!

  • ezndat by ezndat May 5, 2014 4:15 PM Flag

    Due out in the middle of June, will be a big day for COPY investors....MI windows, Hurd, YKK-AP, PGT and Logitech should all show up as revenue I believe....The Logitech announcement was on 4/30, last day of the quarter - should make it onto 10-Q....Not sure what the Logitech settlement was for but hopefully the J-Channel setlements bring in around 5-7 million..if anyone has any ballpark guesses for Logitech I'd be all ears....The Skype lawsuit was filed 2 months prior to the Logitech lawsuit, so that is pretty exciting prospect...

    SeeThruEquity estimates the Skype + Citrix + Logitech opportunity to be in excess of 100M....conservatively estimate that Logitech alone was 10M then we could be looking at revenue of 15-20M and possibly a little more...20M of revenue would be 1/4th our market cap....is this crazy talk?

    If company can prove that these assertions are legitimate and can make money I think investors would be much more comfortable with dilution which would allow company to expand portfolio and/or create confidence that this company can afford to go to trial, hold out for top dollar settlements, is viable and not going bankrupt, etc.

  • Reply to

    Sifel

    by petercohen33 May 2, 2014 12:09 PM
    ezndat ezndat May 2, 2014 12:27 PM Flag

    Stifel has a pretty upbeat interpretation....Needham, not so much:

    Henderson comments, "Procera continues to struggle. If the stock wasn't at such a distressed valuation, we would might consider throwing the towel in on it. But at 0.8x EV/Sales on CY15 with only modest top line growth assumed, we find it hard to get that bearish. The 0.75 B-B and the steep ramp implied by the CY2H guidance makes making the numbers look questionable for a company that has already been a serial forecast miss-er, in our view. The strong results at Sandvine and Allot likely make the challenge of turning it around even more difficult. We are grudgingly sticking with our Buy rating but would qualify that: this name is probably best for deep value investors."

  • Reply to

    Takeout Potential - Realistic or Not?

    by photonsculptor100 May 1, 2014 7:31 PM
    ezndat ezndat May 2, 2014 10:07 AM Flag

    there should be their in the first sentence.....

  • Reply to

    Takeout Potential - Realistic or Not?

    by photonsculptor100 May 1, 2014 7:31 PM
    ezndat ezndat May 2, 2014 10:07 AM Flag

    Pull a stock symbol out of a hat and then go to that stock's message board and I'll bet $100 on the first page of postings someone is rambling that there stock is about to be bought out....every message board I've ever been to without fail.....I personally think there is 0% chance this company is ever bought out and am actually worried that the remaining cash we have will be used to make another purchase.....way back Brear was quoted saying "potential for multiple acquisitions".....

    The projections I've seen are for DPI to grow from 2012 and then spending projected to level out in 2016....we should be right in the sweet spot for growth/company spending and we are barely profitable....I've started to post the CC summary every quarter before the CC even starts as the rhetoric is now coming up on 3 years old, wait 2 quarters and we're really going to shine is what they've been saying on the CC since I bought shares some 3 years ago...

  • Reply to

    Horrible booking and huge loss

    by pkarnett83 May 1, 2014 4:10 PM
    ezndat ezndat May 1, 2014 4:29 PM Flag

    CC Summary -we're hitting on all cylendars, business is strong across all regions, we're taking market share from everyone, this company will take over the world, just wait 2 more quarters......

  • ezndat ezndat Apr 26, 2014 3:29 PM Flag

    Proceeds from sale is an easy one - they are going to buy more patents....given the time frame it takes to turn patents into revenue they need to constantly be acquiring/asserting

    I don't know when the dilution happens but my guess is that it happens north of .40......investors have been selling into any news lately it seems and we're struggling to even hang out near .3 so I don't know what the catalyst will be but I suspect something will come out to move this and if not oh well, I'd be happy to add on at .10-15 cents after dilution

    I think 2014 they builld up a war chest with J-Channel, airlines, dilution and then go shopping for patents.....2015 they settle AUOptronics, maybe Microsoft, announce 2-3 more assertion campaigns and uplist to Nasdaq.....end of 2015 this is selling for $2-$4 on the Nasdaq...that's my hope anyway..

  • ezndat ezndat Apr 2, 2014 11:55 PM Flag

    I think there have only been 3 j channels that showed up on the 10k and if u notice they are all small fish...management may have even conceded small settlements just to get leverage in larger negotiations.....So I think MI is about 10X the size of elixir and then Anderson/Jeldwin are probly 2X or 3X the size of MI ergo 20 to 30 X elixir....I wouldn't poopoo the j-channel just yet....mi will show up on next 10q, will get insight then on how much we re getting on this....agree though that short term could go south for capital raise....this coordinated insider buying smells fishy

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