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IRSA Inversiones y Representaciones S.A. Message Board

hildebrandt3 19 posts  |  Last Activity: Aug 31, 2015 5:06 PM Member since: Jun 9, 2008
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  • hildebrandt3 by hildebrandt3 Aug 31, 2015 5:06 PM Flag

    What would you like to call it FakeBonz? NoGrow? You ought to at least suggest something instead of just making these out-of-the-blue comments.

    Sentiment: Sell

  • Reply to

    History in making

    by surrealskiller Aug 24, 2015 6:42 PM
    hildebrandt3 hildebrandt3 Aug 28, 2015 12:42 AM Flag

    Bwahhhahaha, that flash crash was on par with the Great Depression. Get a brain!

    Sentiment: Strong Buy

  • Reply to

    Gaazprom having problems executing

    by richardleeds Aug 24, 2015 1:22 PM
    hildebrandt3 hildebrandt3 Aug 28, 2015 12:41 AM Flag

    Putin is paying his inner staff $20 million per year. The regular Russians are getting furious as they see his assistant wearing million dollar watches and buying properties. They work hard in having to kill all Putin's opposition. Putin's jig is almost up.

  • Reply to

    ER today...guess!

    by buyatbid Aug 13, 2015 8:58 AM
    hildebrandt3 hildebrandt3 Aug 21, 2015 1:23 PM Flag

    Seeing some support at $6 per share. Looking like maybe now corrected enough (20% in the past 5 days). Thanks for the opportunity.

    Sentiment: Buy

  • Reply to

    ER today...guess!

    by buyatbid Aug 13, 2015 8:58 AM
    hildebrandt3 hildebrandt3 Aug 20, 2015 12:31 PM Flag

    Chart always holds up well until it no longer holds up well (like today when it is down more than 6%).

    Sentiment: Sell

  • Reply to

    ER today...guess!

    by buyatbid Aug 13, 2015 8:58 AM
    hildebrandt3 hildebrandt3 Aug 19, 2015 1:48 PM Flag

    BSQR met revenue expectations, but has fallen short on the quarterly non-GAAP earnings. Sequentially EPS was down. The stock got ahead of itself and now it will have a crawl back over the next few weeks.

    Sentiment: Sell

  • Reply to

    ER today...guess!

    by buyatbid Aug 13, 2015 8:58 AM
    hildebrandt3 hildebrandt3 Aug 13, 2015 1:24 PM Flag

    If they don't get $27 million in revenue and get $0.20 in EPS, then I think the sequential downer will hit this stock hard. I hope buyatbid's prediction comes true and mustyroger's retrograde results don't show up, otherwise a lot of the recent optimism will disappear from BSQR and will show this too be a little overvalued. Need $27 M in revenue and $0.20 in non-GAAP EPS.

  • Transmode becomes part of INFN and Infinera shares are up today.

    Sentiment: Strong Buy

  • Excellent
    I expected $42 million in revenue and $8 million in net income. This would put PERI on tracke for $5.90 per share.
    PERI now posted 48.6 and 9.8 million. This is 20% better than I had expected. I am raising my target by 20%. PERI is intrinsically worth 1.2*5.90 per share or $7.08 per share.

  • Reply to

    Valuation of Support

    by hildebrandt3 May 29, 2015 1:38 PM
    hildebrandt3 hildebrandt3 Jul 29, 2015 8:55 PM Flag

    Oh, my. Balance sheet is looking much worse. Profit negative, cash flow negative. SPRT is looking even worse than I had expected. The only thing there is more of is diluted shares.

    Sentiment: Strong Sell

  • hildebrandt3 by hildebrandt3 Jul 24, 2015 3:37 PM Flag

    Excellent. PETS reported first-quarter net income of $5.8 million which is 29 cents per share. This nicely beats analysts' estimates. Cash flow was strong. Revenue was also strong at $71.6 million for the quarter.

    Sentiment: Strong Buy

  • Reply to

    any news

    by countryside81 Jul 8, 2015 3:01 PM
    hildebrandt3 hildebrandt3 Jul 10, 2015 5:46 PM Flag

    You moron, Peri_made_you_a_moron. You told me that PERI was sure to go down for 3 days in a row. Now PERI is up by 5% today. You have a terrible record of predictions. Stop acting so confident. You are just spewing basher Bull shist.

    Sentiment: Strong Buy

  • Here are results from the Company’s executive compensation (the “say-on-pay” vote).

    FOR 5,095,010

    AGAINST 6,191,792

    ABSTAIN 43,628

    BROKER NON-VOTES 2,149,594

    More shareholder votes declined the proposal than the number approving the proposal. A clear signal that the multimillion dollar compensation is excessive.

  • Reply to

    China factor

    by coolguy7612 Jun 25, 2015 6:25 PM
    hildebrandt3 hildebrandt3 Jun 25, 2015 7:18 PM Flag

    Aluminum is not even close to a rare earth metal. This is a totally different situation.

  • Reply to

    18$ fair value

    by stonetech Jun 18, 2015 10:51 PM
    hildebrandt3 hildebrandt3 Jun 22, 2015 6:33 PM Flag

    Chinese suppliers excellent at playing the short game. When discovered, the Chinese factory turns around and suggests, “But you signed off on the original production sample yourselves” or the factory claims that the importer has been making up the story in order to lower import costs. Arguments like these work in the short term. Over the longer term, however, importers get wise, and alternative markets start to look increasingly attractive. There is no court system in China a law-abiding American company to enforce a contract disagreement. Recent accusations of unreliability in Chinese products are now being met with tit-for-tat claims that U.S. products are faulty. This is an unfortunate strategy for China, and it means that we will continue to see quality problems. China will not be able to succeed so long as manufacturers are competing in a race to the bottom.
    This is from an article that appeard in Forbes by Paul Midler, founder and president of China Advantage, a services firm that provides outsourcing and supply chain management to U.S. and European companies.

    Sentiment: Strong Buy

  • Reply to

    18$ fair value

    by stonetech Jun 18, 2015 10:51 PM
    hildebrandt3 hildebrandt3 Jun 22, 2015 6:24 PM Flag

    One of the problems facing China is that manufacturers continue to engage in a practice I call “quality fade.” This is the deliberate and secret habit of widening profit margins through a reduction in the quality of materials. Importers usually never notice what’s happening; downward changes are subtle but progressive. The initial production sample is fine, but with each successive production run, a bit more of the necessary inputs are missing.
    Some quality issues are not all that serious, but others are downright frightening. One of the most disturbing examples I have encountered while working in China involved the manufacture and importation of aluminum systems used to construct high-rise commercial buildings. These are the systems that support tons of concrete as it is being poured, and their general stability is critical.
    The American company that designed and patented the system engineered all key components. It knew exactly how much each part was supposed to weigh, and yet the level of engineering sophistication did not stop the supplier from making a unilateral decision to reduce the specifications. When the “production error” was caught, one aluminum part was found to be weighing less than 90% of its intended weight.
    Where did the missing aluminum go? Into the factory owner’s pocket as a cost saving. The only thing passed on to the customer was an increase in product risk. Quality fade is like the straw that broke the camel’s back–only in reverse. Suppliers push the limit by taking more and more out of the equation until they are caught, or until disaster strikes.

    Sentiment: Strong Buy

  • Reply to

    18$ fair value

    by stonetech Jun 18, 2015 10:51 PM
    hildebrandt3 hildebrandt3 Jun 22, 2015 3:58 PM Flag

    Glencore will buy everything that CENX can make. Do your own due diligence. Chinese aluminum is cheap brittle #$%$. CENX is undervalued.

    Sentiment: Strong Buy

  • Reply to

    Aluminum Prices Continue to Fall

    by arielsquarefour Jun 16, 2015 10:57 AM
    hildebrandt3 hildebrandt3 Jun 18, 2015 12:41 PM Flag

    Energy prices are lower this year than during the prior year. Have you taken that into account?

    Sentiment: Buy

  • hildebrandt3 hildebrandt3 Jun 11, 2015 12:32 PM Flag

    You may be waiting awhile for CENX to get to that low, so I would suggest an aluminum wheelbarrow -- a steel one would rust all the way through within that time frame.

    Sentiment: Strong Buy

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