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Infosonics Corp. Message Board

hopeful200 13529 posts  |  Last Activity: 1 hour 54 minutes ago Member since: Nov 21, 2000
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  • Reply to

    Dropping? Dilution Coming?

    by drburdi 6 hours ago
    hopeful200 hopeful200 1 hour 54 minutes ago Flag

    I would love to see 15M. I'm hoping for 12 to 12.5M in revenue and a penny to two on the bottom. Revenue of 12.5m would be a 50% YOY improvement, which is huge. If IFON does 15M, you are looking at close to 80% YOY growth; I'm not looking for that much.....if we got that much we would move to 8 bucks and it wouldn't take long, IMO. We don't need to expect too much too fast. Companies that grow too fast often can't keep pace in managing that kind of growth. IMO, $13M in revenue and a decent bottom line gets us over 5 bucks.
    IMO,
    Hopeful

  • RCKY is worth a lot more, IMO.

  • Reply to

    Dropping? Dilution Coming?

    by drburdi 6 hours ago
    hopeful200 hopeful200 3 hours ago Flag

    I think IFON's consolidation is over and expect this drop to be very short-lived. Buying stock i buying a business.....too bad that most people don't really think of it that way today, because it is the truth regardless of what someone thinks. Stock represents ownership. Is IFON a solid business or not? Is it a growing business or not? Is IFON's frontier for growth increasing or decreasing? One has to answer these questions rationally to make a sound decision about IFON. The rest is noise.

    IMO, I answer the above questions in the affirmative. I don't fully understand the "unlocking" law in terms of all of its ramifications. But it seems that it could only help IFON relative to garnering a share of the U.S. market. That is, I already answered the above questions "yes" for myself but now see some enhancement and expediting of the U.S. market potential for IFON.

    It will take a good earnings report to really drive things, alright. However, I think the consolidation is over and today presented a gift again for entry.

    IMO,
    Hopeful

  • hopeful200 hopeful200 6 hours ago Flag

    Uptab,
    I will add to the thoughts on the first quarter results, I truly think this quarter may be one quarter that people are less concerned about than any previous quarter in MCZ history with regard to the specific results. Outlook is always the driver of future stock prices but I believe this truth about investing is more pronounced with MCZ than ever before. MCZ has been in an incredibly long funk and everyone is sensing how very important "this" next holiday season and following is for shareholder welfare. MCZ simply "has" to get the job done "this time around." I believe a greater percentage of followers are totally focused on the progression from where we stand today, holding little regard for what happened through June 30 other than what it might do for illuminating what's ahead. I think we've held the .60s because there's a silent consensus out there that MCZ has turned the corner and we are going to see that borne out as the holiday (and beyond) approaches. This CC and Needham presentation are big, IMO, relative to the visibility they provide. We've said at times before that Darren needs to be on his game....I think if he really believes the future has arrived, he needs to clearly communicate that. The stock price will act accordingly.
    IMO,
    Hopeful

  • hopeful200 hopeful200 6 hours ago Flag

    Uptab,
    I think a question to get at how 3rd party NDA deals might be structured, hypothetically speaking, is a good question....sort of think Darren would side-step, though. The second paragraph of your post seems to reveal your personal answer (guess) to the question. I also rather think we are looking at some type of royalty deal. It makes me wonder about Acacia Research's role, given its business profile and the news a while back that it is working in some way now with MCZ.
    IMO,
    Hopeful

  • hopeful200 hopeful200 8 hours ago Flag

    I'll bump this initial post I wrote when the Needham news was first released. IMO, earnings simply had to come out before the conference due to quiet period regulations. With earnings coming out on Monday of next week, MCZ will be free to discuss the future with Needham investors.

    This is the first "Monday" earnings event I remember for MCZ over the past decade+ time I've followed. This is a new conference for them. It precedes the holiday season whereas the Roth conference, in March, MCZ has participated in for several years now follows it (the Roth being a "safer" time to give a holiday vision since potential investors at that conference might be more "forgiving" if you end up stumbling). The timing of MCZ participating in this conference in August implies management optimism about what lies ahead, IMO. I just can't find any other implication that seems reasonable.

    I mentioned here before that participating in a conference at the very same time you are trying to meet a regulatory deadline for getting earnings out has got to present somewhat of a logistical nightmare. Why would you bother unless you are anxious to share your story? Obviously, my personal opinion is very favorable toward this development.

    IMO,
    Hopeful

  • hopeful200 hopeful200 Jul 27, 2014 6:05 PM Flag

    Does this not give instant access to the U.S. for IFON? In another meaning of "unlocked," was not IFON's verykool line-up of phones likely locked out from the major networks before this and would this not unlock them in the sense that any US network provider will have to open its network to verykool phones?

  • hopeful200 hopeful200 Jul 27, 2014 4:41 PM Flag

    I mean, if IFON was already selling unlocked phones, they still weren't useful to the owner who wanted to use with a network provider whose network was closed to verykool phones?? Does this not instantly open up verykool phone users to U.S. network providers?? Someone set me straight, please, if I'm seeing this all wrong. TIA

  • hopeful200 hopeful200 Jul 27, 2014 4:36 PM Flag

    Brian, I don't see any other way to interpret this either. One should be able to take his or her verykool phone and hook up with any network it seems. There could be some high-end phone vendors looking for something less high-end "in a hurry." Could IFON be an attractive takeover target?? Could this expedite things with IM here in the U.S.?

  • Reply to

    Manipulation is laughable

    by buckeye8810 Jul 23, 2014 1:38 PM
    hopeful200 hopeful200 Jul 26, 2014 12:20 PM Flag

    I agree too....this stock is being "played" IMO.

  • Reply to

    numbers next week ?

    by joey71440 Jul 25, 2014 11:54 AM
    hopeful200 hopeful200 Jul 25, 2014 10:41 PM Flag

    Norwalk,
    I wrote a post right after the Needham news came out that MCZ will logically have to report before the Needham deal for them to be able to say anything forward-looking at the Needham conference (due to MCZ being in its quiet period until after earnings are released). I don't think MCZ will report next week either, though, having never seen MCZ report its 1st quarter as early as a July date and the 31st of July is Thursday of next week. Needham is on Wednesday, August 6. So, assuming MCZ holds a normal CC (not yoked to the Needham scheduled activity), I'm thinking Monday or Tuesday, the 4th or 5th as an earnings date.

    Earnings are at hand any way you slice it since August 15 is the deadline for the quarterly report. Assuming MCZ does report before the conference on the 6th, we typically expect a release telling us of the upcoming earnings date in advance. So, we might see a release next week giving us the actual earnings date.
    IMO,
    Hopeful

  • Reply to

    Smaycs

    by hopeful200 Jul 24, 2014 12:08 PM
    hopeful200 hopeful200 Jul 24, 2014 10:15 PM Flag

    I've learned real quick that certain posters should be put on ignore instantly because there's no rational conversation to be had when such personal bias is involved. Don't bother with replying to me because I'm not going to read. In fact, I had already seen a few of your posts (since you are the most avid basher....I mean poster) on this board. I only had to read a few of your earlier posts (really just the subject lines) before it was clear that you left nothing to my imagination. So, why bother reading someone who is as predictable as daylight and dark? I won't. There seems to always be someone who has a passionate disdain for any given company and its investors albeit that someone never seem to actually hold any type of investment stake (long or short).

    Consider yourself ignored.

  • Reply to

    New Products and Lower Sales

    by drdave01 Jul 23, 2014 11:45 AM
    hopeful200 hopeful200 Jul 24, 2014 4:35 PM Flag

    didn't know if anyone else was here......good question on the revenue; guess we'll have to wait on financials. The website shows that the products are still coming and there are states like New York that are already now requiring detectors be placed in home (I read about NY just a couple of months or so back).

    As for the stock price, it's a no-brainer; with a strong balance sheet and a tangible book of 10 bucks after the .59 loss (stated in the release telling us they will be late), is it worth more than $3.75? Like I said, a no-brainer, IMO. UUU could lose .60 a quarter for over 2 years and the book value would still be above the current price.

    I'm anxious to learn something in the next report about the JV's sales vs. U.S. sales.

    IMO,
    Hopeful

  • Reply to

    Excellent start today

    by hopeful200 Jul 24, 2014 11:19 AM
    hopeful200 hopeful200 Jul 24, 2014 3:04 PM Flag

    There was a reply to my post but it appears to be removed.....so, I'll reply to my own. I like the behavior of IFON today after a strong day yesterday. All earlier times of late when a run-up has occurred on sudden volume one day (as with yesterday), it has usually gapped up the next day and run hard, just to fizzle out and see the stock price fall back toward 2ish again. This time, there was no gapping and it's steady as she goes today with decent volume (not enough to make us fly in one day), absorbing the gains from yesterday and planting us solidly in the 2.40s, 2.50ish region, it seems.

    I like....and IMO,
    Hopeful

  • Reply to

    Smaycs

    by hopeful200 Jul 24, 2014 12:08 PM
    hopeful200 hopeful200 Jul 24, 2014 2:50 PM Flag

    You must have had to leave the posting arena after you posted earlier. Anyway, I added "substantially" to my position today. RCKY is going to be a winner, IMO. Beefing up the sales force and playing logistics spells not only preparation for growth but genuine expectation for the same by mgt., IMO. It implies "visibility." They are starting from a deep value base where many had left the stock for dead.
    All IMO,
    Hopeful

  • On MCZ, this is about as close to no interest in the stock whatsoever as you can come, based on the volume today. IMO, the volume is telling because we all know there are things going on with the company given the product array of late, especially for the mobile evolving market; we just can't read what exactly it is and what it's going to translate to in the performance numbers. With this backdrop, the standstill volume says to me that the opposite is coming....that is, a tidal wave of volume coming when the thing breaks this way or that from this standstill of late. Given the projection for growth and profitability this fiscal year, why would the break be south?? You sure can't argue that the stock price is favoring growth already.
    JMO,
    Hopeful

  • hopeful200 by hopeful200 Jul 24, 2014 12:08 PM Flag

    I'm telling you, if anyone was watching this today after yesterday's earnings I would not have been able to accumulate more here in the 14s today. I believe it's going to hit some radar screens over coming days. The back half of the year is supposed to pick up. Your thought of 1.50, this year, is conceivable, IMO.

  • hopeful200 by hopeful200 Jul 24, 2014 11:19 AM Flag

    No gap on a slow start; some last minute cleansing of weaker hands; now some escalation in volume with price heading up. (couldn't draw it up any better, IMO).

  • Reply to

    $17.51 book value stocl +3.91% today

    by smaycs4 Jul 24, 2014 10:26 AM
    hopeful200 hopeful200 Jul 24, 2014 11:01 AM Flag

    RCKY should be trading (at least) at the 18.15 mark right this minute, IMO. The truth is that no one is watching it. There's no way I could have added today at 14.35 if anyone was paying the slightest attention. Everything you want in a stock is here (value, growth prospect, dividend).

  • Reply to

    $17.51 book value stocl +3.91% today

    by smaycs4 Jul 24, 2014 10:26 AM
    hopeful200 hopeful200 Jul 24, 2014 10:46 AM Flag

    No, Smaycs....you are the man! When you buy deep value stocks in a time like 08 and 09, you are doing the most rational thing in the world of investing, IMO. I've been quietly buying RCKY on recent dips into the 13s while wetnash was pontificating about its trek down through the 13s on the board.....and I tried to get all the shares I could at the open today (quietly after that outstanding report yesterday). I'm done buying for now. I added at 14.35, 14.50, 14.70 and 14.87 (the latest high) today. So, clearly I think you are going to make a lot more off your low single digit buys back then (than where you stand already). Good job!.

    This was a great report and things are moving strongly in the right direction, IMO.

IFON
2.36-0.13(-5.22%)Jul 28 4:00 PMEDT

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