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glass_haf_full 709 posts  |  Last Activity: Jan 28, 2016 9:43 AM Member since: Aug 20, 2003
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  • glass_haf_full glass_haf_full Jan 28, 2016 9:43 AM Flag

    Well...It is certainly a very rough start to 2016 hitting 52-week lows. My view: OSK is a goldmine if broken up. Their individual divisions are all very good. Tremendous products/vehicles across the board! I don't think OSK is very good at running them efficiently as one unit. That is probably being very kind - they actually suck at it and waste a ton of $$ with corporate projects.

  • From article on Motley Fool:
    ...
    What happens next
    Be that as it may, Lockheed's die is now cast. GAO now has 100 days from the date of the protest (so until Dec. 17) to rule on Lockheed's protest. If it decides the Army made a bad call, GAO will likely order it to reconsider Lockheed's bid (and potentially AM General's as well). Such reconsideration will add even more time to the process, and delay delivery of vital war matériel to the troops for additional months.

    For its part, Oshkosh must now cool its heels and await the outcome of the protest. The Army has instructed it to stop work on the new trucks until the protest process plays out.

    How will it play out? According to The Wall Street Journal, the GAO received more than 2,500 protests last year, most involving defense contracts. Fewer than a fifth of them succeeded. So statistically speaking, the odds favor Oshkosh, and disfavor Lockheed Martin. Meanwhile, with Oshkosh on the ropes financially, but essential to the Army as the company that maintains its MRAPs and builds its "family of medium tactical vehicles" and heavy trucks, the Pentagon has a strong incentive to stick to its guns and insist on giving Oshkosh this contract -- and these revenues -- as a financial lifeline.

    Sentiment: Buy

  • glass_haf_full by glass_haf_full Nov 25, 2015 9:45 AM Flag

    Something is happening with FUEL. For months it struggled to 200k-300k per day and now up on high volume. I like the direction!

    Sentiment: Strong Buy

  • Sky's the limit after that...well maybe $60 may be the limit but we shall see

  • glass_haf_full by glass_haf_full Nov 16, 2015 4:58 AM Flag

    The events in Paris were horrific and it helps bring us together to fight one common enemy. The reality of it is, all the bombing in the world won't eliminate the necessity of a ground war to root out the final strongholds. Who make the best vehicle that can withstand that environment while being able to withstand the inevitable IEDs? OSK!

  • Since there was no significant selling by insiders or major holders in the past 6 months...and there is a much bigger Nov call to put ratio. I am thinking this means a moderately positive earnings report coming out. So revenues in the area of $125-$130, lower than expected loss, and improved cash flow. If that is true, then I would expect a closing stock price on Friday between $6-6.50

  • Reply to

    Technical breakout

    by aeelgilt Oct 26, 2015 10:58 AM
    glass_haf_full glass_haf_full Oct 29, 2015 7:06 PM Flag

    Wow - great call, Glass! Thanks, Glass. Now what? Well, we will hit $50 before we hit $36. Mostly driven by Defense news

  • Reply to

    Oh Boy!

    by puckchaser48 Oct 27, 2015 4:22 PM
    glass_haf_full glass_haf_full Oct 27, 2015 5:54 PM Flag

    "Heavy Short pressure"? You mean the ~$1.6 million traded today? Hahaha Not exactly heavy. You can chalk up the past couple months as small time individual investors working the short/long trade. Essentially this stock is being help pending some direction. We'll get a sense of that direction next week.

  • Reply to

    Technical breakout

    by aeelgilt Oct 26, 2015 10:58 AM
    glass_haf_full glass_haf_full Oct 27, 2015 6:02 AM Flag

    Bad earnings coming due to downturn in commercial division (Access) and no news on defense contract = bad week coming. The only event that will pop this stock will be the dropping of lockeed protest and/or buyout rumors. Management is not a strongpoint of this company. Products are stong but mismanaged.

    Sentiment: Sell

  • glass_haf_full glass_haf_full Oct 23, 2015 3:57 PM Flag

    From the IBM UBX website - These 15 certified launch partners include Gigya, Cake, Exchange Solutions, MutualMind, MediaMath, The Trade Desk, SugarCRM, Vibes, Facebook, Emogi, CoupSmart, Turn, Shoutlet, Rocket Fuel and SoHalo.

    Sentiment: Buy

  • Fuel added their app to the IBM UBX tool set. It will be interesting to know the details such as whether it's an option or fully integrated into IBM. If fully integrated, that sets a nice path for a future acquisition for IBM if it proves to have a significant role.

    Sentiment: Buy

  • glass_haf_full by glass_haf_full Oct 18, 2015 11:58 AM Flag

    Average estimate is for Revenue of $122mill and loss of .24/share or about $10mill. They cust about 11% of workforce in the 2nd quarter so those saving start to kick in plus Cap Ex spending is down sharply in 2015. The expect to have positive earnings in the 4th quarter as it's their busy season and they will have less costs.

    Last Sept sales were 102 so anything at or above the high estimate of $127 will be exciting. Also - it's probably too early to be seen in results but 2016 is shaping up to be a big year for political ads.

    I don't think the results and discussion will be a disappointment on Nov 11th. There is always the extra wildcard about the CEO and any partnerships.

    Sentiment: Buy

  • Reply to

    Amazing Run - Next 4 weeks

    by glass_haf_full Oct 16, 2015 6:10 PM
    glass_haf_full glass_haf_full Oct 17, 2015 10:17 AM Flag

    Adding to the potential volatility is a total open short position of about 4.3 million shares . That is a lot to cover at current volume. It will be interesting to watch the volume leading up to the Nov 11th earning. The stock moved to 5.60 last week on relatively little buying activity (ave volume of about 300K shares). As this approaches 6 in the next couple weeks it will get pretty exciting.

    Sentiment: Buy

  • glass_haf_full by glass_haf_full Oct 16, 2015 6:10 PM Flag

    Some big announcements pending on direction of company and quarterly earnings. I believe we will be 8+ before US T-day.

    Sentiment: Buy

  • Reply to

    Won't take much to push this above $5.50

    by glass_haf_full Oct 5, 2015 11:15 AM
    glass_haf_full glass_haf_full Oct 9, 2015 2:13 PM Flag

    Good call, Glas. Thank you, Glas

  • Finally downward pressure is gone. A little upside volume can push this about $5.50 in no time. Nice to see

    Sentiment: Buy

  • Estimates that 2016 Election spending will exceed $1billion may mean a nice revenue bump for FUEL. 2015 revenue will likely be north of $500mill. With organic growth exceeding 10%, it's not unreasonable to expect FUEL to be north of $600mill revenue in 2016. They still have about 80-100 positions open based on their website but hopfully a new CEO will bring in some new focus on expenses and improve shareholder value.

    I think good things are coming for FUEL shareholders after a bad couple years. Hoping this starts in October with a quick move above $6

    Sentiment: Buy

  • Reply to

    FUEL options

    by r_6d Oct 1, 2015 3:26 PM
    glass_haf_full glass_haf_full Oct 3, 2015 8:23 AM Flag

    It's wouldn't take much buying for this to go up .50 per day. Just look at Friday's activity - a couple 10K share buys and the stock goes up 10cents. I'm with you - barring any earning surprise, we could easily see a double in 3-6months. After Nov earnings, this will be a $600mill revenue/year company that is near $200 market cap. They are still focused (and spending) driving crazy growth. As soon as you cap spending, you can cruise to $1-$2/year earnings per share.

    Sentiment: Buy

  • I understand they are losing $100mill/year something is just not adding up. You would think a company could acquire their technology and key folks, drop the redundant people/properties, and easily make that investment back in a couple years. Just really strange market action.

  • Reply to

    Lockheed Buyout

    by glass_haf_full Sep 23, 2015 12:58 PM
    glass_haf_full glass_haf_full Sep 24, 2015 8:36 AM Flag

    Lockheed says U.S. approved its $9 bln takeover of Sikorsky. Now that that is done...who could be the next target for Lockheed.....

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