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Tessera Technologies Inc. Message Board

foreverwhiteroses 26 posts  |  Last Activity: Nov 19, 2014 8:43 PM Member since: Jul 16, 2004
  • Reply to

    Back to the 2s next week

    by dc97531 Nov 7, 2014 9:04 PM
    foreverwhiteroses foreverwhiteroses Nov 19, 2014 8:43 PM Flag

    So I guess the real message is that if just one life here is saved due to your posts, your job will have been done... You're more than a mere giver, you're a true saint..

  • foreverwhiteroses by foreverwhiteroses Oct 14, 2014 4:24 PM Flag

    New Form 4 out indicating insider buy by J.... Yup, he really put his rep on the line by spending $2200 of his very own money on an open market purchase.... I'm going all in with based on his signal of 100% confidence.......

  • Reply to

    Don't Panic

    by biker_dick Oct 10, 2014 11:30 AM
    foreverwhiteroses foreverwhiteroses Oct 13, 2014 6:39 PM Flag

    Thanks again.... yes, I suppose the whole idea is to get the balance sheet back the way they hope to have it post QRE.

  • Reply to

    Don't Panic

    by biker_dick Oct 10, 2014 11:30 AM
    foreverwhiteroses foreverwhiteroses Oct 13, 2014 4:39 PM Flag

    Thanks, Cheap - you seem to be well tuned in. Did the debt issue get canceled? Comments on seekingalpha seem to imply it was but I don't see anything on the website or anywhere else that confirms that...

  • Reply to

    Don't Panic

    by biker_dick Oct 10, 2014 11:30 AM
    foreverwhiteroses foreverwhiteroses Oct 10, 2014 8:16 PM Flag

    Though your point is obvious when it comes to price changes for oil, you're also not factoring in QRE's contributions to future dividends. Their purchase analysis allowed them to talk about increased payout due to QRE covering ratio being higher than their own, didn't it? And where's the higher cost of debt coming from? Please explain.... Certainly the 400 mil jsut raised in debt can't be raising av cost of debt given the lions share is going to reduce other outstanding borrowings.. Nevertheless, if oil prices don't stabilize soon, your point on future ability to meet divvys is well taken and something undoubtedly now affecting share price...

  • foreverwhiteroses foreverwhiteroses Oct 10, 2014 9:05 AM Flag

    Interesting you say that about brokers. I tried to tell TDAmeritrade I will want the dividend in stock and they said SAR does not qualify for them to do anything else but paying me in cash.... That was on Day 1 of SAR's announcement.

  • foreverwhiteroses by foreverwhiteroses Oct 9, 2014 8:54 PM Flag

    With BGCP being brokers, to the extent their business remains based on equities, it shouldn't matter which way the market's going because they don't take positions. It's market volume that should matter most.. Today's reported volume was substantially above average and that's supposed to be good for BGCP, but when the downtrend is so severe, ain't gonna happen. So theoretically, BGCP becomes even more of a bargain if it gets dragged down when overall market volume goes up, right?

  • Reply to

    Ugly sell off....$3's almost here...

    by creedster_99 Oct 6, 2014 11:57 AM
    foreverwhiteroses foreverwhiteroses Oct 8, 2014 11:07 AM Flag

    To what degree are MMs human these days????????

  • Reply to

    14,000,000 New Units

    by crusnthrulife05 Oct 6, 2014 4:18 PM
    foreverwhiteroses foreverwhiteroses Oct 8, 2014 10:40 AM Flag

    Well, on the bright side, I guess the price action post secondary guarantees no exercise of the greenshoe option........

  • Reply to

    Perception

    by foreverwhiteroses Oct 8, 2014 9:51 AM
    foreverwhiteroses foreverwhiteroses Oct 8, 2014 10:04 AM Flag

    BTW, as an aside, I mentioned before that I'd seen what's happening here happen earlier this year with a similar tech stock, AUDC. A VOIP play linked to MSFT's Lync's success, AUDC issued a secondary on March 7 at about an 11% discount to the previous day's price (INVE's pricing was much more severe of a discount) and now, 7 months later AUDC is down 51% from its price the day prior to the secondary.... They missed their numbers in the quarter after the secondary.

  • foreverwhiteroses by foreverwhiteroses Oct 8, 2014 9:51 AM Flag

    What an amazing entity the stock market is...... With today's #$%$ INVE opening, INVE is now down more than 20 % from the secondary pricing and down 43% within one month's time, all with zero known corporate negatives other than the issuance of the new shares.....What's different mostly is perception and that's just amazing to me. It's the ability of stocks to make such dramatic moves in such short periods of time that either creates unbelievable opportunity or fear or both..... For me, it's both........

  • Reply to

    Normal Yearly Drop

    by marcpark Oct 6, 2014 2:38 PM
    foreverwhiteroses foreverwhiteroses Oct 6, 2014 5:44 PM Flag

    "Knew?" Like a secret society that knew? Don't think so, least not ah... It was announced no later than 13 minutes after the close which seems to coincide pretty well with the drop. This shouldn't be a surprise to anyone. Though they may not have telegraphed the move, it was only a matter of time after QR. It was time to get the balance sheet more in line..... What I wonder is who knew DURING today's session? It sure acted as though some knew the timing. In any event, as others have said, this has been the pattern for BBEP for as long as I've been involved...... I just take the opportunity to add on each time at the adjustment to share price.... It's worked out fine..... Don't forget the high percentage BBEP has its production hedged this year and next.... The decline in oil price doesn't impact them anywhere near the percentage the shares have dropped due to the issuance. It's another opportunity imho..... I do wonder what it means to their QR math about expecting to be able to increase the dividend after the deal closes...... How's that all work out with the new shares in the mix?

  • Reply to

    institutional ownership is growing nicely

    by duhu12 Oct 1, 2014 3:27 PM
    foreverwhiteroses foreverwhiteroses Oct 4, 2014 7:49 PM Flag

    The model? The dividend? If there's one thing not to appreciate about BGCP it's the model or perhaps better described the capital structure, that's for sure.... the complexity and apparent ability to shield normal shareholder, as opposed to the insiders, from much of the company's success is far from admirable... and as far as the dividend, to make a ridiculously wide generalization, how many institutions prioritize dividends the way we retail guys do? I've been an investor here for 3 years and am not dissatisfied, but I sure disagree with your rationale as to why institutional ownership is growing if it is... I particularly think the BGCP "model" to the extent that means capital structure is more of a deterrent to institutional ownership. To the extent the model means Howard's well timed move away from greater investment in what's been the core business of securities brokerage, I'm there...

  • foreverwhiteroses foreverwhiteroses Sep 25, 2014 9:50 AM Flag

    Have you been following this stock historically? I'm wondering really just how much of a change this truly is for the company. Historically they have issued and end of year only dividend and it's been in shares, and I think in shares only. So essentially, I'm wondering whether what they are really doing is generating publicity by becoming a dividend issuing stock at a time when investors are focusing on dividends. They are now committing to a quarterly dividend and giving people more of an opportunity to accept cash but they are still making payment in shares the default method of payment. And I'm also thinking, though I have yet to do the work to confirm, that maybe vs dividends paid in the last two years whether or not this is really potentially a decrease in the dividend to be paid..

  • foreverwhiteroses foreverwhiteroses Sep 19, 2014 8:50 PM Flag

    Good point, Del about being blacked out..... However, is there any rule or regulation that allowed Jason to not be able to buy the most shares out of the 4 who bot? I don't know the answer and was just wondering.... Jason's 1666 was smaller than any of the other Form 4 purchasers....

  • Reply to

    In Defense of Miller

    by samtn12 Sep 19, 2014 12:57 PM
    foreverwhiteroses foreverwhiteroses Sep 19, 2014 6:01 PM Flag

    I agree the article is crazy misleading without even mentioning anything about the bankruptcy side of the assets being acquired. However, there are still a few things about the changes that bother me and are also mentioned in the article. For example, the article confirms that from an overhead point of view, there's nothing but increased overhead from Geisler's hire. SB is continuing to be paid and gee, he's going to get 5k less than Geisler - nice concession! On top of that, though I don't think it was mentioned in the article, Geisler's getting 1 mil in cash as a signing bonus if I read the details correctly. Where's that money coming from, profits? Then also buried in the details, Geisler WITHOUT cause, can resign at his discretion at any time under some very broadly defined guidelines and it's in writing all his awarded options immediately vest. So all in all, the hiring of this guy does very little immediately but add to overhead. It just seems to me as though MILL's acting like one of the big guys when it comes to hiring and compensation when they are far from being in a position to consider themselves one. Hey, this new guy may well be worth it.... He's Harvard and U of VA educated but he doesn't seem to be a boots on the ground (excuse the term) oil man, just more of an oil and gas analyst with experience in finance within the field... Maybe that's what MILL needs, I sure don't know, but it really bothers me how freely MILL is and always has been to ramp up the overhead/leverage at the expense of the bottom line.... I suppose in the world of empire building, the strategy worked for the likes of Aubrey McClendon, but that never seemed to turn out all that well for Chesapeake shareholders.
    For the record, I own such a tiny amount of MILL shares I shouldn't bother with it and my overall knowledge of the company is probably commensurate with my tiny stock position.

  • Reply to

    What in the world is keeping this stock down

    by ajdoha234 Sep 18, 2014 10:20 AM
    foreverwhiteroses foreverwhiteroses Sep 19, 2014 11:03 AM Flag

    Well I, unfortunately have. AUDC is a VOIP related company with strong ties to MSFT's Lync. It was in a huge uptrend in March, but then, when the stock hit 9, they issued 3.5 mil shares at 8. It's now at 5.50. To me INVE's similarities with AUDC are primarily that AUDC are that both are in hot tech areas, and both issued shares for no apparent or specifically defined reasons. To date, I don't think there's been any positive impact on Audiocodes from the stock issuance proving a solid, return on capital reason for raising the money they did. It's my hope that Jason has a reason that will be quickly proven. At first, I thought maybe there was institutional interest being expressed in INVE and issuing 2 mil shares was perhaps a way of filling that new interest while fortifying the balance sheet, but the aftermarket is certainly making me question that theory. So hopefully, Jason has some solid acquisition in mind or some other definitive reason that will become apparent relatively quickly. I don't need another AUDC.

  • Reply to

    Carl Fredrick also acquired 600,000 on Sept 14th.

    by biigargo Sep 17, 2014 8:29 AM
    foreverwhiteroses foreverwhiteroses Sep 17, 2014 6:20 PM Flag

    OK, NOW we have a REAL PURCASE FROM GEISLER. New Form 4 has him actually buying 40k shares a $4.99 today

  • Reply to

    What exactly is an Executive Chairman?

    by creedster_99 Sep 16, 2014 12:29 AM
    foreverwhiteroses foreverwhiteroses Sep 16, 2014 8:10 PM Flag

    What I wonder is if there's a change in pay considerations..... Does hiring Geisler and keeping SB in his new capacity add to management overhead in direct correlation to Geisler's compensation?

  • foreverwhiteroses foreverwhiteroses Sep 16, 2014 8:00 PM Flag

    I think you better re-read the Form 4. I believe it says he "acquired" the 600k at a cost of ZERO. Being given the shares must have been a part of his contract.

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