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SIGA Technologies Inc. Message Board

jayand777 175 posts  |  Last Activity: Mar 31, 2016 12:57 AM Member since: Aug 31, 2005
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  • Reply to

    Another Head Fake

    by mgagielo1 Mar 30, 2016 11:15 PM
    jayand777 jayand777 Mar 31, 2016 12:57 AM Flag

    No mention of the timing controller. This was the Himax part in the developmental version.

  • Reply to

    Has Harry Boxer mentioned this uptrend

    by holly.ridgley Mar 29, 2016 3:54 PM
    jayand777 jayand777 Mar 29, 2016 4:16 PM Flag

    Harry put in a swing trade on the 14th with a first target of 11.75 followed by 13 and 16.

  • Reply to


    by nelsojerre Feb 23, 2016 12:46 PM
    jayand777 jayand777 Mar 15, 2016 12:51 PM Flag

    Would have been out a month ago if it was good. Ridiculous.

  • One could assume the Himax growth strategy is being received well...

  • Reply to

    SEC Filing after the close today

    by imos_is_garbage Mar 8, 2016 11:25 PM
    jayand777 jayand777 Mar 9, 2016 1:19 AM Flag

    If Baupost has held this pig THIS long, another year won't be a problem. Like the rest of us, I am sure they realize that after two years of suppressing the stock of IMOS, the company will have plenty of motivation to RAISE the price of 8150 after the consolodation. And finally, as the price of 8150 recovers to $50nt, IMOS shareholders who hold thier adr's will finally reach fair value for their shares. At which point they will finally be able to escape this crooked institution called Chipmos.

  • jayand777 jayand777 Mar 8, 2016 2:18 AM Flag

    PDP new hardware not available until the fall. Until then Madcatz continues to sell and support all products. Will allow them to thoroughly clean out all on hand inventory at full retail, thus higher margins. Plus hopefully they will receive a buyout fee from Harmonix. Madcatz took its share of heat for the poor sales of RB4, but HMX was solely responsible for the marketing of the game, and there was virtually none.

    This is a good move for Madcatz as it will allow them to focus sales and inventory dollars on higher-margin product lines. Karen has right-sized operations to the point that the company can break even on roughly $22M a quarter in revenues.

  • jayand777 by jayand777 Mar 2, 2016 12:58 AM Flag

    Chipbond 2Q16 revenues to rise up to 15%, says report
    Jessie Shen, DIGITIMES, Taipei [Tuesday 1 March 2016]
    LCD driver IC packaging and testing house Chipbond Technology is expected to post revenue growth of up to 15% sequentially in the second quarter of 2016, thanks to a ramp-up of orders for TV and smartphone applications, Taiwan's Central News Agency (CNA) quoted market watchers as saying in a recent report.

    Chipbond, like Himax, is a Taiwanese company selling into the same channels. Forget VR/AR, TV and smartphones are strong, existing business for Himax, and business is very obviously picking up...

  • jayand777 jayand777 Feb 11, 2016 2:51 PM Flag

    I would be willing to wager that the 100k buy at the open today was an insider buy.

    And for those unable to read a balance sheet, any expectation for a current-quarter cash infusion is just blue skies and daisies. Accounts receivable at the end of q3 were almost identical to accounts payable. In other words, as the customers pay the bills, Madcatz pays the manufacturers and other creditors. It's a wash.

  • Reply to

    all these weak little tiny hands....

    by sappyso Feb 10, 2016 7:23 PM
    jayand777 jayand777 Feb 11, 2016 9:55 AM Flag

    Ron, two obvious reasons for abysmal holiday sales of legacy products.

    1. Zero presence at brick and mortar in the U.S. And don't give me that Turtle beach spin. Many, many companies do very well selling their wares at Best Buy and Wal mart. Why? Because that's where shoppers GO. Many people don't shop online oe don't want to wait 3 days for their purchase.

    2. Their limited cash and lousy contract (read Darren) with HMX resulted in nearly all of their manufacturing to be directed at RB4, leaving little for the legacy products such as racing wheels and gaming mice that we kept hearing were out of stock throughout the holidays.

    I think Karen gets this. I think she will turn the company around IF she gets the help and patience needed from the lenders. I DO NOT see $8.27 a share this year or any year. And never did.

    P.S. Can we all finally agree that VG Chartz numbers are a fantasy? And that Amazon rankings are inferior to the Charmin brand but are both used for the same thing?

  • jayand777 jayand777 Feb 9, 2016 7:30 PM Flag

    Ceedan, Madcatz is taking a beating at Reddit for the overall lackluster sales of RB4. I would respond that the total failure falls on their beloved Harmonix. HMX rushed out a game that clearly needed more development time just to beat GH Live to market. Even more important, the contract clearly gave responsibility for PROMOTION of the game. Which was abysmal. Non existant. I never saw a single ad for the game, print or tv. To the point that they outright breached the contract, in my opinion. Without any promotion, they were left with the RB niche basket of previous buyers. Potentially a whole new generation of kids and families was excluded because nothing was done to inform the public. If I were Karen, I would tell HMX to pound sand if they don't intend to honor their contract responsibilities going forward.

  • Reply to


    by hieronymous_blat Feb 9, 2016 5:49 PM
    jayand777 jayand777 Feb 9, 2016 7:01 PM Flag

    Uptab averages down to zero on everything he owns. He will claim to buy 40k tomorrow and have an average cost of 17 cents.

  • Reply to


    by hieronymous_blat Feb 9, 2016 5:49 PM
    jayand777 jayand777 Feb 9, 2016 6:57 PM Flag

    Micro, you mean Uptabs projection of being debt free in 3 months is off the table?? That pump artist couldn't read a financial statement to save his life.

  • Reply to

    Taking Bets for CC

    by woadie2x21 Feb 9, 2016 2:34 PM
    jayand777 jayand777 Feb 9, 2016 3:18 PM Flag

    Ron, very clearly the risk to your model is MARGINS. It is very possible that the Target promotion combined with the heavy returns in the beginning due to mistakes in packing the bundles DESTROYED margins. Thus, even if they pulled off the $80M in revenues, the net profit on those sales could be terrible.

  • jayand777 by jayand777 Feb 9, 2016 1:02 AM Flag

    Let's devote this thread to shareholder advice for our new CEO. I will start with 3 suggestions.

    1. Change the name of the company and sell no more products with the "Madcatz" logo. The name is cancer. You will never live down the image of cheap, very poorly made gaming products. The Rockband Reddit forum has a story on the resignations followed by about 50 comments about the bad Madcatz reputation.

    2. Since the company has virtually no analyst coverage, invite your shareholders to ask questions on the quarterly conference calls, even if they are screened questions.

    3. Buy more shares of your stock, and encourage other insiders to do so as well. Hard to convince your shareholders that you expect share appreciation when you do not show the confidence by buying yourselves.

  • Reply to

    8150 buyback

    by conversionworrier Feb 4, 2016 7:42 AM
    jayand777 jayand777 Feb 4, 2016 10:19 AM Flag

    Jam, based on the Taiwan daily trading volumes last August, it would appear they finished the buyback in about 3 weeks and it had a very negligible impact on the NT price. Hopefully this time will be different with all the other catalysts in place, especially an improving business cycle.

  • Reply to

    8150 buyback

    by conversionworrier Feb 4, 2016 7:42 AM
    jayand777 jayand777 Feb 4, 2016 8:25 AM Flag

    Sean, this is good news!! I thought we were led to believe they could NOT do any buybacks until the Tsinghua deal closed. If NT goes above $40, our conversion price goes into the low to mid $20's. And if they are unable to buy all 15M shares, hopefully they will authorize another buyback with a higher cap. Although I agree it is smaller than I would have liked, at least it is something. And every share cancelled increases earnings.

    P.S. Himax announced a great quarter and guidance this morning. Chipmos needs to get a piece of this VR/AR business.

  • Reply to

    IMOS share price discussion

    by imos_is_garbage Feb 2, 2016 1:47 PM
    jayand777 jayand777 Feb 3, 2016 12:24 PM Flag

    Sean, my calculator shows the EXAS drop from $30 to $6 as even worse than SGOC. Rough year or so for ALL of us, I might say.

  • jayand777 jayand777 Feb 2, 2016 1:07 AM Flag

    And things only get worse for HEAR tomorrow. They announced today a new sale of shares to raise badly needed cash. They should announce the price in the next few days, and it will likely be below market. They are headed for sub-$1.

  • Reply to

    I expect

    by carpinus1 Jan 29, 2016 8:42 AM
    jayand777 jayand777 Feb 2, 2016 12:57 AM Flag

    Uptab has been right? Right????????? In which decade? The one where he said HTCH was headed for break-even in 2014? Or the one where he said it was headed for a $12 stock price? Or the one where he said OIS would take Penn and the shareholders to the riches?

  • jayand777 jayand777 Jan 28, 2016 1:32 AM Flag

    Micro, yours is the first credible post predicting strong numbers in 2016 from RB4. Most everybody else acts as if it was a one-Xmas story. The very real truth is that the console transition is still very early. It is widely predicted that the installed base of PS4 and Xbox1 is only now at about 50% penetration of the previous versions. That would explain why Harmonix is so actively updating the software and music selection- they know RB4 still has at least two more big years of sales ahead as more and more of the new consoles are sold. Of course, Harmonix hopes a big percentage of those RB4 sales are digital downloads, as they get 100% of those, but even those buyers will want new instruments.

    We need some really good analyst questions on the upcoming call. If they can get Darren to say that 2016 CALENDAR year sales will exceed 2015, we will be off to the races.

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