Thanks... do you know if any major smartphones are committed to using it like Apple or Samsung? Are these companies even looking at using it or is it all talk?
Help me on the OIS... there has been a lot of talk this is not going over well and is like the medical product that HTCH bought... looks good on paper but that's about it. I don't get HTCH either these days. I owned it years ago when they moved up through double digits and made some money on it. I always hoped they could come back, and the price at these levels seems reasonable but fear HTCH is all smoke and mirrors again. Do you have one good link to explain why OIS is a homerun for HTCH, or it is all talk again like the medical product?
I agree and have averaged down my share cost. Recent information indicates they are getting their management house in order. They have an in demand service in health care that is growing rapidly. I believe we they will be back on track towards their old highs in 2016.
CYBE has continued to move forward even in this volatile market. I like the fact they have no debt and are cash rich with a backlog of orders and growing demand. When I read about Intel's new processors that will make computer twice as fast, I thought of CYBE's relationship with Intel and feel that Intel is going to be selling tons of their revolutionary new line of chips and and CYBE will grow right along with them.
Thank you for this analysis... insightful. You and sjampolis seem to have more insight than any of us. Do either of you have any additional thoughts on what is motivating our move back up? jf
Hope is a wonderful thing, and I am with you cometfinder that cybe is an incredible find... I love the fact they have no debt and are enjoying the fruits of their research and have their products increasing adopted worldwide by major chip makers like KLA-Tenor. They have a backlog of orders, and I suspect announcements coming soon about other companies adopting their technology.
Hi gkeller... please take a look at the article below by Seeking Alpha. CYBE has NO debt, leading technology that is being adopted right now by major semiconductor manufacturers. Is CYBE that once in a lifetime opportunity that we mortgage the house to buy?
I meant to post this earlier....
Gkeller... you earlier posted... "FWIW apparently their presentation at the conference earlier this week did not have the desired result. Guess I'll have to read or listen to it..." What were your impressions???
Hey gkeller... CYBE has 9 million in cash; they have no debt; they are trading at book value; they are buying their stock back; they have leading new technologies and growing orders for their products that are needed to produce smart phones and 3D technology... I believe we have a winner from these levels. I bought as much as I could when it went down to these levels.
Thanks for accepting my apology sjampolis. I believe your good intentions, and like I said, you were right in many of your posts. I had taken a large position in this company because of the many reasons I had posted, but I am diversified in many stocks. I had made this my largest holding, buying all the way down. I simply wanted to take a moment and admit you were right on a particular aspect of management judgement. I hope you have a good year of investing. Now...
For the rest on this board who are stuck with a long position... here is what I believe will happen, and it is not just my opinion... honestly I have talked with the manager of a huge hedge fund who graciously called me back a few days ago after talking with management, and I offer these thoughts as an encouragement who are stuck long like me...
The chance of bankruptcy is very small. They will hold on and are now a pure infusion business that is growing rapidly. Management has been changed and they ARE making changes that should have been made six months ago. They are actively working to sell the company. Right now there are margin calls and there is a lot of tax loss selling. What might happen going forward is I hope after the selling stops, the story going forward from these levels could be a very good buy for people who have not cost averaged in much higher (my cost is about $3/share). I have no idea how low we will go, but I think since they will probably not go bankrupt, several managers have said the price should be reflecting the changes that are being made right now by the CFO and his team. I would guess holding on for six months will have us above $3.00 either on a buyout or a better conference call. I think sjampolis has been right on the CEO and I hope the new management is able to make a change at the top. Any thoughts going forward sjampolis?
Sorry sjampolis... didn't mean to put you down ... don't like to respond in kind. You've had a few good posts and comments in which you were right, but if I remember, you never did invest in BIOS so why did you even hang around this board?
Hi mpackard... tough day... I am still not going to post much since obviously I was wrong on much of my thoughts on this company... one of the comments I think was communicated by the fund manager with whom I spoke and my own broker, is there will be some tax loss selling, margin calls and captitulation... then some buying on the hopes of selling the company and a bit of a turnaround in six months. I am thinking a lot of that happened today. What do you think?
Hi sjampolis... I wasn't going to respond to the shorts but your taunting makes me wonder... were you cruel to little animals as a child and pull the wings off bugs?
Hi mpackard... I very much appreciate your posts. It is difficult to watch a stock that one has researched and believed in go down. I also wanted to let you know that I took a chance and contacted one of the managers who owns a huge portion of BIOS... he actually called me back... a very nice guy... I don't want to say who because it was kind of like it was awfully nice of him to call me, so the shorts will beat me up on that, but I simply wanted to let you know that this fund manager had a long conversation with the BIOS management yesterday. (They'll probably accuse me of making this up... so I am not going to respond to them) He said the company is in no danger of going bankrupt; they actually have all new management surrounding the CEO and these folks are making decisions that should have been made six months ago. They are looking to sell the company. He also said they will be looking to add to their position going forward and said give it about six months. He was a very nice guy. He also encouraged me to invest in his fund so I am a little more diversified in my deep value stocks. So, anyway... I have appreciated your comments mpackard and wanted to return the favor of what I have learned. I think I am signing off the board for awhile and will return down the road but I am remaining long and strong on BIOS... just a little early on my investment here. Take care... jf
So mpackard and others... I was way too early. I admit it. I like what the Focus Five has called this in the past... "a deep value stock." I think the story is still intact... but I can imagine the 47 hedge fund managers including the Gabelli fund are having some conversations with management. about how to get BIOS rolling. If one looks at any pharmaceutical or nursing publication, the future of infusion therapy is huge. It is mandated by the cost savings and much safer due to hospital infection rates. BIOS is Amazon at the beginning (by the way, Amazon isn't making money yet either, but I sure wish I'd bought a tone when IT was cheap. Anyway, good investing to everyone. Hang in there BIOS longs... we will have our day, especially if you've cost averaged it down.
As of June 30, 2015, the Gabelli Focus Fund had BIOS #$%$9% of their holdings. They are a deep value fund. They are fully aware of the problems that BIOS has faced and have steadily increased their position. The shorts will have at me, but I bought more on the sell off. I will be anxious to see what their comments are on today's quarterly report.
I wonder with all the hedge funds involved if there will be pressure on management to make some big changes fast... and I wonder if we will see a number of announcements over the next few days?
Well mpackard and longs... I am with you and holding. Wow, if someone wasn't in this stock and they took a position from this level, they would be in a sweet position.
Hey mpackard and other longs... I wonder if Monday is not going to be a beat... I mean they were just getting going with this new CFO and it's only been one quarter. I hope they beat, but even if they don't, won't it be the forward guidance and conference call that will be important?