Profit s are what it's about....congrats!! I'm holding long but will sell a few on the iHMD partner pop...HIMX jumped 35% on the GOOG buy in...thinking we will see similar with our "mystery" interested partners.
Hey jimmye, I think we talked once before about this (when things were much less exciting).....you are from northern Michigan, right? Going to Shanty Creek next month for golf and pontoon on Torch Lake...
Okay, 35 days in and half the way there....too bad I only added another 2k shares to my core that week on my premonition. Anyway, the sally ship is loose, the EMAN has set asail!!
Hey, I have too many shares and have been here forever but I'm wondering just what whiskey you are drinking? $20 is NOT going to happen, market cap is only $52M.....I'm expecting a valuation of about $4 and about $50M-$70M investment. Best for EMAN investors, it will twice...from 2 different big boyz!!
While its hard to hear excitement from AS, he was certainly stoked regarding the recent developments. They want prototypes, they want ramp plans....it's happening. Google, Oculus Rift....sounds like they are both in play!
A ramp investment is coming from a biggie, it will great to get a name associated with this leading edge tech. Get ready, buckle up, it's going to be an enjoyable summer for the longs!
Yep, the math part is what I enjoy, 1/2 inchish ovals layered over a cubic foot is that. The size of the (standard) bean is the key factor though...
I too expect the cloud of haze to be lifted soon...would love see these 1-8 answers over the next 2 months. If it was truly that revolutionary to AR/VR tech, seems someone would know it. I don't think their "final" prototype design is done yet.....
...the paid nickel per post boyz mean 2 things:
The iHMB news is soon, the other players have infested
There is an attempt to buy the company on the cheap
Both are likely true...have fun boyz!!
Hello Mr. Jet, I don't at all mind reading your cautious approach to HPJ...however you misspoke in some of your statements. "..while saying that energy storage is competitive and margin is low.." it is automotive EV that is very competitive with lower margins, energy storage is quite a different opportunity and the margins are quite good.
I would in no way call the R&D budget high, $1.9M last Q, I'd like to see more spent here as the new materials sales are growing fast.
A few points I like....HPJ has what, 136 patents and will enjoy the 15% tax rate going forward. I look for upside revisions to '15 as Samsung comes aboard later this year. I see China making a big investment in EV and it wouldn't surprise if Tesla came sniffing. Quality and innovation are the strengths of the company and the Huizhou facility alone can ramp $500M. Granted this will take a few years but i think this company is a hidden gem, right place, right time, good management and a market exploding in new business opportunities.
Will be glad to discuss more later, gotta go for now.
Familiar with this M2M/IoT explosion underway?
Search this article......Wi-Fi® and the Internet of Things: (Much) more than you think
Certainly this has been discussed by some of the techs here but this could be a major opportunity for a TLPS national roll-out?
Smart Glasses To Surpass Smart Phones Sales Within Ten Years
Reports of the demise of Smart Glasses are greatly exaggerated, according to a new report released by the non-profit organization, AugmentedReality.org.
According to the report, Smart Glasses sales will reach 1 billion shipments near 2020, and surpass shipments of mobile phones within ten years. The report also provides:
Insights into the recent news from Google suspending sales of Glass — what does it really mean?
Forecasts for Smart Glasses market adoption and current progress;
A look at the difference between Augmented Reality and Virtual Reality, Smart Glasses, Head Mounted Displays etc.;
The competitive landscape of the Smart Glasses market, the key vendors and their strategies;
An examination of the Smart Glasses value chain including computing platforms, displays, sensors, cameras, input devices, etc.;
Analysis of the Smart Glasses OS War;
An overview of the vertical industries leading Smart Glasses adoption such as manufacturing, healthcare and retail.
“The Smart Glasses segment is at the core of the next big computing wave which is about to explode; whether you are an investor, a hardware manufacturer, a startup, or a software developer, you have a 12-month window to establish a strategy or risk missing the opportunity,” explained Ori Inbar, author of the report. “The ability of Smart Glasses to deliver contextual information in a hands-free experience is already making these devices indispensable for enterprises, and will become inevitable for consumers within a few years.”
The number #1 most important thing to me is a positive update on the IHMD!!
How about an AM PR announcing the details!!
For Q4, Due to improved yields, I'm expecting a big bump in product revs...also some postponed Q3 revs pushed into Q4. The average selling price should continue to increase and gross margins should improve to above 35 again. My guess for Q4 is $8.1M in revenue and a small profit.
2015 guidance is important too, Garce's $40M plus should do it!!
SELL what news?? FCC approval, North American deals, TLPS for South America, Europe and Asia....that news is coming.
Just hope you don't have to SELL your house and car there shorty!