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DİALOGİC, AŞ Message Board

itsdifferentthistime 10 posts  |  Last Activity: 4 hours ago Member since: Dec 16, 1998
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  • itsdifferentthistime by itsdifferentthistime 4 hours ago Flag

    Nice qrt. The best is yet to come as things are coming together!

  • itsdifferentthistime by itsdifferentthistime Aug 2, 2015 11:30 AM Flag

    1 your greeted with a montage pertaining to FILM when you go to there website, please enough already, check
    2 there still reporting qrt over qrt declines in revenue, a decades old trend, check
    3 there still mired in red ink, check
    4 they still have some world class products, PROSPER, but compete in a price war against large entrenched players, like they did in digital, check
    5 there still outsourcing there most interesting new business initiatives to China, there touch sensors plant open this week!!, aka those digital gizmos that failed in quality, design, and sales, check
    6 there still restructuring and downsizing there business, check
    7 there still blowing up buildings, check
    8 there still mining there basement of IP for viable business Ops and a go to strategy, with little results, check
    9 there still diluting the KODAK brand with bad products, like "android phone" , check
    10 there still optimistic; a turnaround is always the horizon...check
    11 there stock, down over 50% the past year and at all time lows,, makes lower lows and lower highs, just like the old stock did year after year after year, check check check check!!!

    The stock looks cheap here from many metrics, interesting for sure, but when does it change, can it change, will it change?

  • Reply to

    Big Picture

    by rpschom Jul 30, 2015 3:38 PM
    itsdifferentthistime itsdifferentthistime Jul 30, 2015 8:25 PM Flag

    I disagree, at some point there large shareholders will demand change . This race to the bottom is really the philosophy of just a handful of individuals as LG pointed out . Some have called it one of the worst corporate strategies in history.

  • itsdifferentthistime by itsdifferentthistime Jul 29, 2015 4:14 PM Flag

    Took a couple a shots at the bean counter analysts hiding behind there spreadsheets, which he always does but the best part is when he vented at the chieftains running BHP and RIO. A "couple of guys" destroying the iron trade...I had a good laugh. He made mention that at some point the BODs and shareholders of these mega miners will need to step up lol

  • Reply to

    Movement and volume in PFX

    by lestercohen37 Jul 28, 2015 2:36 PM
    itsdifferentthistime itsdifferentthistime Jul 28, 2015 8:46 PM Flag

    I noticed every time you run your mouth the stock goes to new lows! Your direct line hasn't done jack for anybody here!

  • Reply to

    Why a buyback will have no effect on CLF stock

    by clfcomeback Jul 26, 2015 9:22 AM
    itsdifferentthistime itsdifferentthistime Jul 26, 2015 2:22 PM Flag

    Buy back stock when your debt is trading at .26 on the dollar? If they could only buy in there bonds on the open the market at these prices, the stock would take care of itself in the long run! They sold there bondholders down the river with there senior debt financing months ago..changing the capital structure, and pushing in maturities and coupon. If there strategy was to torpedo there public debt and buy it cheap.congrats,, but suspicions have been mounting and its hard to trust CASA.

  • Reply to

    This is how CLF goes to 20

    by itsdifferentthistime Jul 25, 2015 2:07 PM
    itsdifferentthistime itsdifferentthistime Jul 25, 2015 2:28 PM Flag

    after watching 2012 the movie, it dawned on me! A series of devastating earthquakes would hit Australia, reducing the largest, most efficient mining companies in the world, and 100 years of infrastructure to to a pile of rocks for years to come. Iron would open at 150 on its way to 250 spot and Cliff and Vale would be in the drivers seat. I'm just saying it could happen in theory.

  • itsdifferentthistime by itsdifferentthistime Jul 25, 2015 2:07 PM Flag

    then 50. I am not joking, it would very fast. Wanna know how its possible?

  • Reply to

    Orchestrated Pullbacks

    by epritske Jul 24, 2015 4:28 PM
    itsdifferentthistime itsdifferentthistime Jul 24, 2015 8:00 PM Flag

    The only glimmer of good is the the big 3 are seeing there stocks get crushed too, and some large shareholders might give some blowback to these chieftains engaged in a very risky strategy of ever more supply.

  • itsdifferentthistime by itsdifferentthistime May 26, 2015 10:55 AM Flag

    hedge fund bought 5.5 million shares at sig premium to market price.