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Infosonics Corp. Message Board

hopeful200 15136 posts  |  Last Activity: 17 hours ago Member since: Nov 21, 2000
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  • hopeful200 hopeful200 17 hours ago Flag

    P.S. Every last RB4 product shipped before September 30 will be recognized as sold in q2 ending Sept. 30. The shipping/invoice date is the date a sale is accrued per GAAP recognition rules. If the product is to be on the shelf by the 6th of October, don't you figure we should see shipping start at the first of September. I'm looking for a press release sometime around then to say that RB4 is being shipped.

    Indicative that the launch date is 20 days sooner, note that the larger credit line availability starts on Sept. 1 this time while the increase during RB3 started on Sept. 30.
    IMO,
    Hopeful

  • hopeful200 hopeful200 17 hours ago Flag

    I've already expressed my opinion, but will throw it out there again; "if" RB4 starts big (that's the "if" in everyone's notebook on MCZ) the 2nd fiscal quarter reported this November will be big.....perhaps bigger than the 2nd fiscal quarter of RB3 reported in November of 2010....and that quarter was MCZ's record 2nd quarter to date by a mile. I'm not expecting just "some" sales, but significant sales in q2 since there were significant sales in q2 with RB3 and RB4 launches 20 days earlier than RB3.
    IMO,
    Hopeful

  • hopeful200 hopeful200 19 hours ago Flag

    This has been thrown out before. Look at ITEK. It has 7 and just got price target raises to $29 by one analyst and $40 by another. It was trading near $5 last week.

  • hopeful200 by hopeful200 21 hours ago Flag

    IMO, the dreamer is not just the one who mentions ridiculously high market caps and stock prices for AVXL at this time. Yes, it's surely premature for that. However, it is also a dreamer who thinks that this stock has actually peaked relative to the recent progress update on AD testing. The question is how much value has been added vs. what was known the day before the recent positive results. If you think it's been priced in yet, I say "you're dreamin.' I say the update makes the company worth a great deal more than it was the day before and that it is not priced in yet.

    IMO,
    Hopeful

    .......

  • Reply to

    What is on Tap For Tomorrow?

    by dirkeaston1 Jul 27, 2015 9:30 PM
    hopeful200 hopeful200 Jul 27, 2015 9:38 PM Flag

    ...just an observation; AVXL has had 4 consecutive higher closes and clearly has gained momentum. I've been in the market a long time and when I've witness this kind of escalating momentum, you will often see it run for 7, sometimes 8 days straight. I've even witnessed longer but that 7 or 8 has been more central in my observations. As to pullbacks, they could be more like running sideways. Not saying that sideways literally means we won't have red days, but relative to the up day moves until this stock is re-priced for recent knowledge of test results to date, I suspect down days will look like sideways moves, relatively speaking. The question we are all grappling with is what the market sees as a fair price for the additional knowledge gained last week. Clearly, we haven't reached that level and, given today's volume, it appears that the information is just now circulating on a widespread basis.

    IMO,
    Hopeful

    ......

  • Reply to

    Looks like Oasis bought more

    by mr_enrico_palazzo Jul 24, 2015 5:01 PM
    hopeful200 hopeful200 Jul 27, 2015 9:22 PM Flag

    I'm not expecting any significant pullback. JAKK languished without reward for several quarters of outstanding performance while the market soared. Now, it's JAKK's turn to flourish while the others languish. JAKK has much catching up to do, IMO.

    IMO, Hopeful

    .....

  • Reply to

    so is avxl gonna be on tv gizmo...ctixers?

    by superpsiboy Jul 27, 2015 7:02 PM
    hopeful200 hopeful200 Jul 27, 2015 7:47 PM Flag

    You are looking dumber by the day.

  • Reply to

    Promoting a company like AVXL

    by hopeful200 Jul 26, 2015 4:49 PM
    hopeful200 hopeful200 Jul 26, 2015 6:20 PM Flag

    There's no benefit in overstating anything. The best decisions are made when I'm being as objective with myself as possible and practicing absolute integrity. That can be challenging when investing because money is at stake and obviously we want things to go our way with our stock picks.
    So, my initial post, while positive, is the best I can surmise based on what is known and based on a personal long history in the stock market with all kinds of companies, including bio tech on occasion. Bio tech are particularly time-sensitive in terms of when one should invest, IMO, if profiting from the purchase is to be more likely than not. You simply have to get in at the right time(s).....when they are probably dirt cheap.

    What's my point in this post? End phase trials are distant for AVXL's AD potential drug candidate. Not one person here has even a decent clue, at this point, whether a successful drug will result. If success, yes, we can all say the stock will be sky-high via run-up or buy-out because effectively treating AD would have gargantuan value. If failure, the stock would only be worth the remaining pipeline, which at present, would not nearly justify the current stock price.
    That's getting ahead of self, though, IMO. We are NOW trying to assign a value to current, but scant, successful indications of a potential drug candidate for treating AD in the human population. Recent news is not sufficient to actually clue us to eventual success, but it is clearly sufficient to say that AVXL could conceivably have an eventual successful candidate.
    What is that worth right now? IMO, it is worth much more than the present stock price. With evidence already (Seeking Alpha, for example) of a proactive management toward Wall Street, my initial post simply expresses my personal opinion that while this may be a good time for considering buying/adding, it's probably a risky situation for trying to time a sell and repurchase since fair value is likely much higher, IMO.

  • We all criticize some companies at times we hold an equity stake for not being more proactive when it comes to promoting their companies to Wall Street. I'm speaking of situations where the companies are not scam pump and dumps but rather companies that are performing well revenue and earnings-wise as well as companies that don't have revenue streams yet but have a legitimate developing "story" ......not unlike an AVXL.

    IMO, the risk of being out of this stock right now and counting on pullbacks is that AVXL management seems anxious to spread the news of its developing story. As others have said, the fact the CEO won't even take note of the defunct former patent owner's claims while at the same time that owner refuses to sign a document that is absolutely in accord with his own former agreement to sell his rights.....well these attitudes imply that there is a potential gold mine here and they seem to know it, IMO.

    Again, then, the risk, IMO, is that news of the recent results, albeit early in the trial runs and not large-scale, is of such interest to continue to stir up discussions, building and building the speculation of the potential drug's prospects. That is, press-related pieces can and will likely continue to come and I believe this management will be on top of having them circulated well. After all, there is a big cash burn until a drug is approved and having a higher stock price attracts more venture capital....it feeds on itself.

    So, stepping completely out of the stock at a time like this opens one up to news appearing that hikes the price abruptly while you are out. I know that sudden bad news can do the same in opposing fashion, but any risk of bad news is likely further out. Right now, AVXL is a cheap-priced bio with a huge story developing. That story is likely to spread and be "told" on a regular basis, bringing repetitive spikes to the stock price.

    All IMO,
    Hopeful

  • hopeful200 hopeful200 Jul 25, 2015 9:59 PM Flag

    Come on Emory.....you've carried on this way long enough; we know you are sick and tired of the CEO; aren't you also sick and tired of seeing yourself whine like a two year old?? Your posts used to offer something but it's just whining all the time now. Why don't you just call Darren and tell him what you think instead of sharing it with everyone here over and over?

  • Reply to

    Joseph Ram interview on CEOLive

    by keokeostwiz Jun 23, 2015 7:21 PM
    hopeful200 hopeful200 Jul 25, 2015 9:07 PM Flag

    Kip,
    Hey pal. Thanks for transcription and for your salient commentary.

    I completely concur that we investors need to "tune in" to the word "now" in Ram's responses during the interview. That interview was done in the middle of the second quarter, I believe, per information below the video. I heard another interview that was at the nasdaq site not long ago but prior to this one under discussion and Ram was talking about "being close" to scaling the business. In this more recent interview we are discussing, he sounded like scalability is going on "now".....that point of boosting revenues and seeing much of the increase fall to the bottom line has arrived.

    Taking Ram's comments and paring them with the very significant inventory balance to start this 2nd quarter (from the balance sheet of March 31, 2015), I would say that inventory is turning real well, that pricing is strong in the face of strong demand (in the sweet spot...what customers want "now"), that operating costs are being controlled well......every last ingredient for a strong revenue and even stronger eps quarter.

    We really could drive it slam out of the ballpark this time with an outlook to keep the hits a' comin'. I can't read A4's chronic pumps, but if IFON starts seeing a big ramp on top line and investors witness strong leverage to the eps numbers, the stock really could go a lot higher than probably most of us have been really been contemplating. Owning a company that could multiply its stock price several, several times over during a strong, extended growth phase is what you "wish for" but it rarely happens and few hang around that long when it does. IMO, IFON is starting to look more and more like a possible candidate.

    It went from $2 to $34 faster than you could spit almost a decade ago. Can lightning strike twice in the same place?

    IMO,
    Hopeful

  • hopeful200 hopeful200 Jul 24, 2015 10:48 PM Flag

    ITEK that just jumped from 5 to 19 shows 7 employees. My notion is that there are no employees but those working in the lab.

  • Reply to

    What Freaking Lunacy

    by barnstripper Jul 23, 2015 6:29 PM
    hopeful200 hopeful200 Jul 24, 2015 1:06 PM Flag

    Fish,
    His motivation is obvious. I said he would be strutting around like a rooster if the company had poor earnings. It's even worse.....the company had very, very decent earnings, exceeding the analyst consensus of .23 by .03 or almost 30%. It is growing earnings strongly YOY thus far this year and has given a good outlook for the back half of year. Not only earnings but also the fantastic equity position of the balance sheet is being disregarded too. But West isn't the guy to point these real facts out; no, he's the guy who just likes it when the price drops, regardless of worth. He can't say a word about poor results because it's not the case.

    RCKY has provided some exceptional trades when one has acted on the irrational moves.....and, IMO, this is sure one of the most irrational ones a person can witness. I posted about adding in the low 17s yesterday and did in the mid 16s just now. IMO, RCKY will test its highs before this calendar year is out based on the growth that is being ignored (while an apparent emphasis is only on revenues having been a tad light.....the emphasis sure isn't on the stellar cost controls leading to stout margins) and based on the good outlook for additional growth.

    When a stock is trading low on a balance sheet basis and on an earnings basis and it has a good outlook, you have a value-growth situation. They don't show up like this often. That's why I bought trading shares yesterday, today and will do so aggressively on any further drop, to add to my steady core that I'll keep for that bigger price I'm expecting later this year.

    IMO,
    Hopeful

    ......

  • Reply to

    after listening to the conf call....

    by fabulouspoodle Jul 23, 2015 12:40 PM
    hopeful200 hopeful200 Jul 23, 2015 3:53 PM Flag

    understood........With RCKY coming in below analyst projections for sales in the first 2 quarter and yet blowing it away on the bottom line (.35 projected first 6 months and .45 realized)....this is my reason for optimism. The company's book value now is about 18.65, significantly tangible and mostly working capital, and it raised its dividend.....and it is probably trading at close to a 10 P/E on 2015 eps.....that's a lot of value for the buck there. Thanks.
    IMO,
    Hopeful

    .....

  • Reply to

    after listening to the conf call....

    by fabulouspoodle Jul 23, 2015 12:40 PM
    hopeful200 hopeful200 Jul 23, 2015 3:20 PM Flag

    one more P.S.
    Based on the .45 eps logged in through the first two quarters and the 1.16 (unchanged) eps projected for the last 2 quarters, the new fiscal eps number is 1.61. Again, I expect the leverage witnessed thus far on lower than expected analyst sales numbers across the first two quarters will cause eps numbers for the last 2 quarters to be increased from 1.16, especially given the guidance for higher sales numbers in the back half. RCKY could end up making more toward 1.65 to 1.75, IMO. I just talked myself into adding more trading shares:-)

  • Reply to

    after listening to the conf call....

    by fabulouspoodle Jul 23, 2015 12:40 PM
    hopeful200 hopeful200 Jul 23, 2015 3:05 PM Flag

    P.S.
    RCKY has beat on the bottom line 3 consecutive quarters and done so impressively. If earning do drive stock prices....and they do, my reaction to this reaction is to build my trading position again to complement my core. We've got a gap from yesterday's close at 18.98 which could close easily and in short order and provide a good short term trading return. This reaction is irrational given the recent quarters and the outlook for better sales....considering the operating leverage being seen in the last 2 quarters where revenues came in below estimates but the earnings came in well above estimates.
    IMO,
    Hopeful
    .....

  • Reply to

    after listening to the conf call....

    by fabulouspoodle Jul 23, 2015 12:40 PM
    hopeful200 hopeful200 Jul 23, 2015 2:56 PM Flag

    Fab,
    I'll readily admit that I'm surprised at this price reaction. Revenues were less than analyst expectations but earnings were excellent. The outlook is very good and fundamentals are solid. I just added 4K for trading at 17.23 average. There will be a concerted effort IMO, by any shorts involved, in keeping this below the 200 day MA. I expect the eps number for the year to come in ahead of most recent analyst expectations based on the .03 beat yesterday, the sales growth projected for back half, and the leverage being experienced. I would expect eps expectations to be raised, not lowered, relative to the remainder of 2015. Regardless of dipping lower or rebounding, at 17, it's a great buy, IMO.
    Hopeful

    .....

  • Reply to

    OT AVXL

    by neebhome Jul 22, 2015 2:01 PM
    hopeful200 hopeful200 Jul 23, 2015 9:38 AM Flag

    Neebhome,
    Thanks. It's not my type on fundamentals (balance sheet tangible book, etc.) but it's got a good cash position and for a bio, it is appealing on this news, for sure. I got some this A.M. at .65. Thank you, friend.
    Hopeful

  • Reply to

    No Hesitation

    by tony_dolgoff Jul 22, 2015 5:06 PM
    hopeful200 hopeful200 Jul 22, 2015 11:09 PM Flag

    Tony, your comment about Harmonix is a salient one, IMO. This is what one calls corroboration in terms of expectations expressed.

  • Reply to

    Old wise owl say....

    by hopeful200 Jul 22, 2015 11:42 AM
    hopeful200 hopeful200 Jul 22, 2015 10:58 PM Flag

    How do you figure?? They have understated and outperformed 4 consecutive quarters. You shouldn't have sold.
    IMO,
    Hopeful

    ....

IFON
2.98+0.06(+2.05%)9:59 AMEDT