It definitely came into the day at $375 and if it stayed there you got it wilkes71.
It's so nice that are SEC is either useless, complicit or manipulation is 100% legal.
I didn't look at the details of the NOW report but that got pounded and reports on the regular calendar so stocks like CRM and WDAY were already weak last night.
Last quarter CRM played the billings growth card. While they did disclose that the excessive growth was very much affected by lengthening of contracts, that was not in their or anyone else's headlines.
I'm sure as others have speculated they simply offer discounts in the form of free licenses for longer deals.
They then take these free license costs and book the actual cost in the sales and marketing line because otherwise these costs should be going down as the book gets longer term and it isn't. Probably totally legal accounting but it certainly seems on the shady side to me.
1. I don't know, you know better than i do.
2. True but GM's mean nothing since AWS and 3rd party sellers are booked at 100% GM and are the two fastest growing segments or at least 2 of the top ones. Therefore GM's pretty much have to improve by default.
3. See number 2.
As far as buy the calls, you could be very well right as long as the NFLX correlation continues.
Maybe they are setting up to do the opposite since surely the real fundies have only gotten worse.
As we know those don't matter so the gang can certainly highlight a pile of shiet as a mountain of gold. As gee highlighted, it's all about how they are positioned.
Why? The opposite of last quarter's follow NFLX to the moon move?
I know the common sense correlation move says this rockets unless results are brutal. Of course they will probably be brutal anyhow but we'll hear the usual gushing about improving gross margins and the selective breakout of the AWS business.
Yup. this all started again with Bob Peck. Maybe it does exactly what it's done in the past or maybe this time they make it stick.
For now they must have positioned for an up move into monthly options expiring tomorrow?
Never under estimate the games.
Plenty of room to grow subs especially overseas. As far as the other fundies, no one knows when those will matter.
I've stayed away for a while and probably still will. The old line about irrationality and remaining solvent comes to mind.
A planned mania is still a mania. This could last a short time or a very long time because valuation here does not matter. There's always the thought they can continually increase monthly rates.
May fade today, may not. Lots of houses behind it.
Very possible. Looks like longs aren't selling and really not much going on with the stock. More days than not these 3D's move in the same direction probably mostly due to ETFs.
Looks like some small amount of short covering across the board.
It will go up because of Spotify and possibly other factors but I think you're dreaming with $30.
If it does on virtually nothing company specific it could be an opportunity. I'll let you figure out how.
I just saw an article and Seeking Alpha that ExOne file a $150M shelf offering after hours Friday.
Indeed they did. i didn't read the prospectus but it doesn't sound like they have immediate plans and ultimately it could be in the form of common stock, preferred stock, debt securities or warrants. It's not necessarily bad news and the author has no position in the stock.
Here is the SA authors takeaway:
A shelf registration isn't something to fear. ExOne likely needs cash to support growth initiatives, but it does highlight the issues of investing in a money losing company. The likelihood that ExOne eventually raises funds during 2015 will undoubtedly pressure the stock.
If it turns out that ExOne needs more cash to support growth initiatives and large-scale orders, investors should load up on the stock once more cash is raised. On the flip side, if it turns out that the cash is needed to fund operating losses, investors must avoid ExOne at all costs. Until the picture is clear, the best option is to remain on the sidelines awaiting more details."
I believe he also holds the shares from a much higher price than here so he is talking his book.
Sure, the stock will go up next week and may even stay up after some bad metrics at earnings if people believe they will be bought out at a premium.
It's certainly no guarantee it gets bought out and they aren't exactly tearing it up on their own.
I'm not familiar enough with him as i just started looking into the company a little today. I did listen to the last conference call Q and A.
He definitely seems dedicated to their low overhead streamlined model and going after all clients below the top tier. (his example was going was CSCO and others going after the 5 star hotels while they go after the 2, 3 and 4 star hotels as an example. Lower sales per client but high volume of clients.)
They definitely are aiming at bringing the company to the next level and that's currently through enterprise.
I don't think she's long or short she's just bringing up companies who are set to beat estimates based on Estimizes work.
Certainly it would make sense that Amazon beats on both the top and bottom line. The estimates are very low, sharply slowing growth and -$.12 estimates. Of course when actual results come out, none of the sell side gang will loudly mention that they reported +$.23 in the same quarter last year.
As long as the market stays up and the Central Banks are very accommodative what passes for any real analysis in MOMO type stocks which are in favor is not really analysis at all.
I can hear it now, increasing gross margins(AWS is reported at 100% GM as is the 3rd party businesses, since these are fast growing parts of the company, GM's have to go up but mean nothing), strong free cash flow(Of course the headline number will not include capital leases so in the real world free cash flow will be negative) etc, etc, etc. With all these great metrics the cartel will most likely run the stock up while the balance sheet will surely have worsened since the last quarter.
Because the game players want it to go up for weekly and monthly options.
The pattern is generally run it up on nonsense and watch it fall on fundamental news.
There is the takeout hopium also.
The CEO and founder owns 65.2% of shares outstanding and lost disposed of less than 8,500 shares in 8/22/2014. insider selling overall has been miniscule.
I don't know much about the company but the little bit i have read they seem incredibly lean and well run with a unique business model.
I love the fact that this companies GAAP earnings are literally pennies away from the NON GAAP numbers.
Would this company ever be a takeover target? Any idea what new business lines they may go into?
Exactly. rightly or wrongly that's the deal. The other thing is in a later stage bull market we are seeing M&A picking up and many times bad deals are made. I'm not saying that will happen here but the hopium will be out there.