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Partner Communications Company Ltd. Message Board

halevay 53 posts  |  Last Activity: 6 hours ago Member since: Oct 8, 2008
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  • Reply to

    Covered @ $69 fish..

    by thepaynes888 10 hours ago

    Not all of us are saying $140...at least not yet. I wrote Nov $90 calls against this a few weeks ago and got $8 for the option, (I've been writing every other month basically). This thing gets a good premium.

  • Reply to

    Covered @ $69 fish..

    by thepaynes888 10 hours ago

    payne
    if you believe this run won't last, why would you cover?
    what facts have you given? That you don't understand the stock market? Most of your previous posts have compared the stock price between GWPH and others. Meanwhile their market caps are what is a more appropriate comparison and GWPHs is $1.5B while Merck is $158B. BIG difference. So GWPH is still in trial stage, but there's great potential.

  • Reply to

    Got the delisting notice we knew was coming

    by md841 Oct 3, 2014 9:36 AM
    halevay halevay Oct 3, 2014 12:37 PM Flag

    MD-
    I like your 'WAGs'...they're almost always wrong. You're quickly becoming a great contrarian indicator.
    Your other post today indicated frustration with the company and their lack of updates. So, I'm still waiting for your response to my post yesterday....'what is this company doing right in order to get its act together'?

  • Reply to

    Zacks upgrade.

    by luna6465 Oct 3, 2014 8:33 AM
    halevay halevay Oct 3, 2014 11:35 AM Flag

    because Zacks is garbage. If you want to listen to a computer using algorithms to make an opinion on a stock, go ahead. They're wrong more than they're right.

  • Reply to

    Oct 1st and still nothing

    by halevay Oct 1, 2014 3:14 PM
    halevay halevay Oct 2, 2014 10:07 AM Flag

    Say what?

    The company appears to be doing the right things to get its act together? How do you figure? What have they done? Please enlighten us.

  • I have given this quite a bit of thought over the last week or so and the situation is pretty bad.

    To get the easy part out of the way, it’s now October and they still have not announced a sale…contrary to IR’s response to Autojett that they would begin announcing sales in August…so only two months + late there…and that’s no surprise. They buried their stagnant sales progress into footnotes in a previous presentation…they communicated they would not restate in time via a press release on the departure of a major C-suite employee…typical M.O. of this company.
    I expect if/when news does come out on the lack of sales, Durham will be quoted as saying something like, “…due to the interruption and focus on completing our restatement”…because I’m sure the entire organization has put off all work to help with the audit over the last SEVEN months. (sarcasm)

    The really disturbing items (as if the above isn’t disturbing enough):
    - C.O.O. departure. So the CO-FOUNDER of this company decides to ‘retire’ in the middle of this sheet storm? Do you really think someone who has put their blood and sweat into creating an organization with massive dreams and goals would just leave now? No way. I would absolutely have expected her to stay until the company has hit its milestones (which supposedly is not that far off) and reap both the personal fulfillment as well as financial awards. Retiring now is a huge red flag
    - Restatement delays – I’ve noted in past posts that there’s no reason the restatements for a company the size of ADES should take even close to this long…but it has. Now companies a lot larger than this one have been forced to re-file in the past. The difference is, they don’t put themselves at risk of being delisted over it. This is not the auditor’s fault for taking too long. Auditors are well aware of the listing requirements and deadlines for a public company. This reeks that something more is under the covers.

    So what are the possible upcoming news stories

  • Reply to

    Wonder if today is a DCB or if news is coming?

    by md841 Sep 26, 2014 11:20 AM
    halevay halevay Sep 26, 2014 2:08 PM Flag

    md -

    The day-by-day movements of the stock are not relevant. Look at weekly/monthly trends. We have seen lower highs and lower lows over the last month. (broke to the downside on Wednesday)...we did make a two day double bottom, but today's volume is too low for it to be any pronounced move to the upside.
    There will be periods of movements as people bottom fish or sell along the top of the range.
    Otherwise, it's noise...Today's movement is not about pending news. That should be apparent by now. You give too much credit to our bumbling (and crumbling) executives.

  • Reply to

    ADES announces it won't make the audit deadline

    by trp11 Sep 22, 2014 9:10 AM
    halevay halevay Sep 22, 2014 10:15 AM Flag

    Jean was a founding member of ADA-ES back in 1997 and has held various executive roles since, but I agree being the COO for less than a year does not instill confidence

  • Reply to

    ADES announces it won't make the audit deadline

    by trp11 Sep 22, 2014 9:10 AM
    halevay halevay Sep 22, 2014 9:54 AM Flag

    Yes, it's a major positive when your entire C-suite seems to be leaving the company. Nothing fishy there.
    Spent only 9 months as the COO. Way to see things through.

  • Reply to

    ADES - The Lost Year(s)

    by halevay Sep 17, 2014 8:06 PM
    halevay halevay Sep 21, 2014 11:37 PM Flag

    "It's just going through a period of transition"? Is that what you call it? The company forces out their CFO over an incredibly significant and material blunder and you call this a 'transition'? Yes, I suppose the act of a new CFO coming on board is technically a transition, but to call it that grossly undermines what is really going on here.
    This has been a lost year. It's written in their administration, with the outsting of a CFO and restatements of years of prior earnings. It's written in their execution, with little new on the RC front, a complete departure from their sales plan and no semblance of time-frame on pending/future sales. And it's most certainly written in their share price, down nearly $6 or almost 25% since the beginning of January.
    You want to simply want to write off a goof that is costing them (and US) $10mm ON TOP OF a much larger goof that cost more than $100mm only a few years ago. I suppose that was just a transition too. These are/were 'necessary' expenses...I'll agree with you there...but they are only necessary due to epic fails on the part of this management team. Otherwise, there would never have been a need to spend this kind of money.
    ADES has been a leader in market share for some time now...but bear in mind that they've not picked up any additional market share in an industry that is in consolidation.
    Keep pumping this puppy. I've been saying these guys run this company like a penny stock. Might as well have a pumper on the board.
    I've been correct on nearly every call in the last 6 months...still waiting for the 'I told you so', which I will happily accept...but seriously, how does it not bother you what kind of inept businessmen are at the helm of such an important investment?

  • halevay halevay Sep 19, 2014 12:03 AM Flag

    Actually, I believe it's 30 days before or after. My bad.

  • halevay halevay Sep 18, 2014 10:02 PM Flag

    Heavy
    Every year around this time we hear about stocks that will trade down due to "tax selling". Bear in mind that many investors want to harness the write off without completely giving up the stock. Therefore they either buy more shares and then sell the underwater lot 31 days later, OR they sell their shares and buy them back 31 days later. In those scenarios there's no real impact on the share price of the stock

  • Reply to

    ADES - The Lost Year(s)

    by halevay Sep 17, 2014 8:06 PM
    halevay halevay Sep 18, 2014 1:47 PM Flag

    invest -
    yes, but again...if it were, say, the headline 'death of coal' as the catalyst for the stock going down, I would agree.
    Durham and company ARE the cataylst...they're the reason the company is failing. And I disagree when you say the 'fundamentals with this company look very strong'. It's just the opposite. The 'prospects' for the company are very strong. The 'fundamentals' look scary.
    Need to bring in personnel who can really capitialize on the prospects...and THEN we explode to the upside.

  • Reply to

    ADES - The Lost Year(s)

    by halevay Sep 17, 2014 8:06 PM
    halevay halevay Sep 18, 2014 12:39 PM Flag

    md -
    Buffet was referring to situations when the macro environment looks scary but the individual company's fundamentals are still sound.
    It's different when the company itself is what looks scary.

  • Here we are now mid-September heading toward what is fast becoming an entire 'lost year'

    One RC sale in 6 months and nothing to have us believe we'll hear anything soon.

    Here's what's on the horizon...

    Nasdaq deadline approaching...they will not meet it. So we'll have a very generic press release issued a few days prior to the 29th saying something to the effect, 'we hired a new CFO and are working diligently to complete this as soon as we can'...but giving real time frame.

    CFO stepped into a sheet show and without McKinnies there, he's basically having to go through and redo everything (again, how bad are things that your current CFO doesn't transition out during a huge financial situation?)

    So as for the stock...it's not going up in the near term. You will have the press release about the Nasdaq delay (again, with little information)...not sure they'll make the Nov BOD meeting to hold a shareholder's meeting...and you'll have a slew of more lawsuit reminders hitting the newswire...so nothing to move the stock up.
    - I still find the Baird upgrade kind of irresponsible in light of where the company is at. Do they really see so much more than what appears evident? Seems to me they are pricing for perfection, which this company is far from (but I already posted on this last week) - notice the fast evaporation of gains

    And as the end of the year continues to approach with little or no additional sales to report, it will begin to set in that they really did waste an entire year when the expectation was that ALL plants would be operational by year's end...and that will be the pinnacle of disappointment for shareholders and analysts...which might even lead some firms to 'downgrade' the stock.

    Still waiting and hoping this company proves me wrong...but at present, it aint happening.

    Oh, did anyone see we set our 35th new record high today? Certainly doesn't feel like it owning this gem (enter sarcasm), does it?

  • Reply to

    wake me up when over 100 again

    by tomasvalentineiii Sep 15, 2014 3:02 PM
    halevay halevay Sep 16, 2014 12:04 PM Flag

    Yes, he is a troll. But tell me what you add to the board? Laying your porfolio out on the table and bragging on your investment in the company is beneficial, how? Forget beneficial...why would we care? Please add something of value then....anything.

  • Reply to

    wake me up when over 100 again

    by tomasvalentineiii Sep 15, 2014 3:02 PM
    halevay halevay Sep 15, 2014 5:34 PM Flag

    Seriously, you're both tools. The bravado here on both sides is quite comical. Why don't you both just take out your Johnsons, lay them on the table and see whose is bigger?
    "I won't touch this this until it goes to $40"
    "yeah, your loss, as I've made so much money buying this"

    Wow...good for both of you.

  • Reply to

    Audit

    by invest990 Sep 11, 2014 5:41 PM
    halevay halevay Sep 11, 2014 5:57 PM Flag

    That's a 'no'. Announcement likely coming Sept 25th or 26th

  • Reply to

    It's all over but the lawsuits

    by bobwins_o_phile Sep 10, 2014 5:02 PM
    halevay halevay Sep 11, 2014 12:26 PM Flag

    Greg -
    I've been somewhat neutral on this board, but how could you possibly interpret this release as anything BUT bad?
    The let an officer of the company go for violations of ethics and integrity and you think this would be perceived well?
    Part of me wonders what this clown has been doing for years as Chief Sales Officer when the company struggles to SELL.

  • halevay halevay Sep 11, 2014 12:04 PM Flag

    Displeased? No...not at all. A positive analysis is certainly better than a negative one. I just think one must be realistic in interpreting analyst reports. Keep in mind that many analysts are wrong as often as they are right...and that's even with the top tier folks. There's always a question about how much their recommendations are truly independent vs. self-serving. There's skepticism about who benefits from possible leaked information about these recommendations before they are made public.
    In the case of today's announcement, I cannot understand what would lead them to suddenly raise their current share price estimate by 40%...which is on top of an already lofty target. They raised it as a result of the recent investor meetings. So, I interpret that as, "Durham and Company continued to talk about all the 'possible' RC sales and equipment sales...keeping the current accounting mess ambiguous". Ok, I have no problem with that. That's what I'd expect to happen.
    But more than anything, without execution, we're still not going anywhere...and if we don't see that soon, today's gain will evaporate.

PTNR
7.07+0.11(+1.58%)Oct 21 3:59 PMEDT

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