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SIGA Technologies Inc. Message Board

jayand777 39 posts  |  Last Activity: May 20, 2015 3:52 PM Member since: Aug 31, 2005
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  • Reply to

    Calling all attorneys, sign me up

    by uptabdowntab Mar 25, 2015 9:37 AM
    jayand777 jayand777 Mar 25, 2015 9:53 AM Flag

    Tabby, refer to my :cautiously optimistic" post from the other day. In it, I point out the many Rockband issues, including financing. Also, refer to my post from a month ago where I stated that it was way past time to dump Wells Fargo for another lender who could realize the RB4 opportunity and work with the company.

    Bottom line is this board has been completely over-run with cheerleading despite the fact that we have a worthless CEO has failed to execute time and again.

  • Reply to

    Where's faux.leather?

    by emoryhowie Mar 20, 2015 3:26 PM
    jayand777 jayand777 Mar 23, 2015 12:52 PM Flag

    Tabby, that poster isn't worth reading, but his term "cautiously long" fits my sentiment perfectly. I know you cannot comprehend that, but if you were to take off the cheerleader costume for once, you might understand. You fall in love with all your stocks and throw around wild price and earnings projections which NEVER come to fruition. Pity the poor fools who have followed your board advice on many stocks. If you would like, I can show a bunch of such projections from the Speed Commerce board where you said Speed was better than Amazon, a $10 stock and blah, blah blah. Or the Hutchinson board, where by NOW the stock would be $12. I can keep going for hours if you wish.

    I AM lond Madcatz. And i certainly AM cautious. Cautious because this CEO has failed to execute so many times previously. And there are still a great many Rockband hurdles to overcome, primarily with financing, shelf placement, ad placements, promotion, and manufacturing sufficient amounts of merchandise. For crying out loud, they have been out of stock for WEEKS on a popular $20 game controller. Sales are being lost every day. Yet we are supposed to be confident that they can execute a $100m opportunity?

    Any Madcatz investor who is NOT cautious should not be investing in the stock market. Put your pom-poms away and look at this objectively for once.

  • jayand777 by jayand777 Mar 19, 2015 1:21 AM Flag

    Has anyone researched which lenders Karen used in her previous cfo roles? I believe the time is ripe to replace Wells Fargo, and hopefully those discussions are underway. Madcatz needs a more flexible lender/partner for this massive growth opportunity, and perhaps Karen has a good relationship with one.

  • Reply to

    delisting

    by ssdmmf Mar 18, 2015 8:16 PM
    jayand777 jayand777 Mar 19, 2015 1:08 AM Flag

    ssd, the only reason any of us have held this long is hoping for a better outcome from the Delaware supreme court. The delisting doesn't change that. A favorable ruling would likely result in a quick exit from bankruptcy and a re-listing on Nasdaq. And a settlement with PIP is always a possibility after the legal maneuvers are completed. Or we could lose the rest of the money that we still have in this pos. SIGAQ for now...

  • jayand777 by jayand777 Mar 13, 2015 12:34 PM Flag

    .Turtle Beach. Stock price $2.32. Losing money. 26% margins. $36M in debt. Leader in headsets.

    Madcatz. Stock Pice .49 cents. Breaking even. 28% margins. No debt. Rockband 4 on the way.

  • jayand777 by jayand777 Mar 11, 2015 1:19 PM Flag

    Turtle Beach. Stock price $2.32. Losing money. 26% margins. $36M in debt. Leader in headsets.

    Madcatz. Stock Pice .49 cents. Breaking even. 28% margins. No debt. RB4 on the way.

  • jayand777 jayand777 Mar 11, 2015 12:32 PM Flag

    Micro, dial it back a little, It's way too early to start foolish holiday sales projections and the like. You have been the master cheerleader in creating unrealistic sales expectations for way too long. Do we really want to go down that road yet again?

    Yes, Darren said RB4 won't add much in incremental costs (like r & d), but NO holiday promotional item, with or without direct competition, can expect to garner 30% margins for the vendor. Once you re-enter the big box arena and add in markdowns to get in the Sunday sales circulars, those type of margns are gone. Guaranteed. But so what? 21 to 24% margins for a hot item with heavy sales volume is still huge. I share your enthusiam for the POTENTIAL of RB4, but you should have learned by now not to be throwing around ridiculous assumptions with your previous track record.

  • jayand777 jayand777 Mar 9, 2015 1:31 AM Flag

    Darren, on the last call:

    "We now have the console business bouncing back. We've got the mobile opportunities going to open up. And once those things start to become reality, we think that value of Mad Catz, as a company, and the intellectual property we've build within Mad Catz, will have a dramatically different value in that future time than it does today."

    Dramatically different value. Amen, brother...

  • jayand777 jayand777 Mar 6, 2015 4:28 PM Flag

    Any word on the pricing of the special order item(s) or timeframe to delivery?

  • jayand777 by jayand777 Mar 6, 2015 1:41 AM Flag

    is not available as it is an independent, non-public company that was spun off from Viacom. Thus, the only way to play the Rockband rebirth is through Madcatz.

    FYI, the 3 previous versions of Rockband were all released in September and October of those years. It is expected that the official release date will be announced at E3 in June.

    This release is expected to last several years, through the life cycle of the two new game consoles. New additions such as music updates can be expected to be released yearly, but the base product will be multi-year. One such possible later addition for Madcatz could be a new keyboard, as only drums and guitars will be included with this release.

    One consistent theme I read today in several articles is that Harmonix will really push pre-orders of this product. It states that some hardware (Madcatz territory) could be scarce at launch. Let's hope that that means an early (September?) launch whereby Madcatz would have time to build inventory for November.

  • Reply to

    Rockin Out of the USA

    by tracant Mar 5, 2015 11:57 AM
    jayand777 jayand777 Mar 5, 2015 4:57 PM Flag

    "The timing of release of “legacy” DLC on next-generation consoles is to be determined and may be subject to change"

    Translated for the new Madcatz shareholders means "We will attempt to release this product by October, but it is much more likely that we will have only 100 units available Black Friday, another 100 the day after Cyber Monday, and will be fully in-stock by January 15."

    It would be funny if it weren't so true. Sigh...

  • Reply to

    Tech analysts conference review

    by bobforaps Mar 5, 2015 11:52 AM
    jayand777 jayand777 Mar 5, 2015 12:53 PM Flag

    Cheetah, I have read your "goodbye to the board" posts about 5 times since the new year, yet you never leave!!!! It goes without saying that your massive ego is the biggest here, but you are really a lowlife. I will bet you this. From today's close until next Jan 31, Micron will outperform SWKS on a percentage basis. Now do us all a favor and just go away. For real.

  • jayand777 jayand777 Mar 5, 2015 12:37 PM Flag

    i think there was one pre-market trade at about 8:45 where someone bought 4k for .44.

  • jayand777 by jayand777 Mar 5, 2015 12:25 PM Flag

    Can someone explain what exactly the Cat will sell for Rockband? I see guitars and drum sets, but I assume not those. What is the controller? What is it needed for? I am picturing a kid jamming to music with instruments, where does a controller come in and why is it necessary. My kids are grown and I completely missed the fad a few years back.

  • Reply to

    ROCK BAND IS BACK AND IT’S BETTER THAN EVER!

    by taboragr Mar 5, 2015 8:42 AM
    jayand777 jayand777 Mar 5, 2015 9:37 AM Flag

    Yeah, Tabby, I have held shares in this pos for way too long. Have not bought nor sold a share in 2 years.

    The E3 conference in LA in June is now the most important date on Darren's calendar in years. I hope he is up to the task.

  • Reply to

    ROCK BAND IS BACK AND IT’S BETTER THAN EVER!

    by taboragr Mar 5, 2015 8:42 AM
    jayand777 jayand777 Mar 5, 2015 9:13 AM Flag

    This could be a game changer IF

    1. Harmonix markets the game strongly for the Holidays.
    2. Madcatz gets some key brick and mortar shelf placement.
    3. Madcatz can actually keep the product in stock throughout the Holidays.
    4. Madcatz gets some key ad slots in Holiday Best Buy, Target, etc. circulars.

    It's time for Madcatz to decide if it wants to remain a mostly online $100M annual niche player with a 40 cent stock price or if it wants to play in the big leagues.

  • jayand777 jayand777 Feb 25, 2015 9:42 AM Flag

    Jms, Gary Evans states this in a video on the West Virginia Rising piece mentioned here a couple days back. He said their finding cost on some of their newest, most prolific wells is as low as .50 cents.

  • jayand777 jayand777 Feb 25, 2015 9:19 AM Flag

    The new West Virginia and Ohio wells are going online now with very high, proftable yields. Magnum can make 40% margins on these wells even with gas at $2.75. This was all done with Capex dollars that were spent in 2013 and 2014. This company is being led by one of the top management teams in the industry. They sold most of therr oil properties last year at the top and are now 90% nat gas with some of the best rock in the country. Just as heavy industry switches from coal to nat gas in droves. 2015 might be mediocre, but MHR is set up perfectly for 2016-2020. The company has cut capex, tightened their belts, will make select deals but only when they make financial sense, and will otherwise ride this year out. Patient stockholders will be very richly rewarded.

  • jayand777 jayand777 Feb 25, 2015 8:53 AM Flag

    Livin, you continue to use the numbers that conform to your thesis. Very clearly the market is accepting Tower's non-Gaap accounting explanation, and all earnings expectations are based on that number. And based on those numbers, Tower reported a 36% gross margin. Not 6% like years ago. Not 15% as you estimate. But 36% and forecasted to RISE. That's what happens when you make shrewd business deals like the Panasonic agreement. You and Jay Loon can cry all you want, but the dynamics have changed significantly at Tower, and are only going to get better.

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