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johngunn51 43 posts  |  Last Activity: Aug 30, 2015 1:08 PM Member since: Mar 8, 1999
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  • johngunn51 by johngunn51 Jun 4, 2015 12:02 PM Flag

    It's outrageous Avi is giving advice on best interests of shareholders. He has defecated n GigOptix shareholders continually since it reverse merged into a public company. Cash awards to himself, stock awards to himself after litigation, after non GAAP EBITDA breakeven. Never any real earnings, never any distributions to shareholders- the only thing he distributes to them is lies, wait til next year. He treats shareholders like shmucks and their money as his money. And GIG stock has lost half it's value over the last 5 years. He wants the GSIT cash cow so he can milk it. Absolutely revolting.

  • Or bought. That would explain Horton's stake.

  • When? Soon. Why? Law of nature. May be a good time to exit with some unencumbered coin.......

  • johngunn51 by johngunn51 Jun 11, 2015 10:18 PM Flag

    If it were simply a re-order of a conventional component from the old product line, they would not have had to issue an 8K- that is required for material events only by definition. Honda is never going to allow a design change to be leaked- all of the automobile companies go to great lengths to conceal new designs and new component/ supplier sources. So if you're looking for specifics you're not going to find them in the usual places. What CDTI has at this point is the biggest advance in automotive smog control in history. They have patents and patents pending that cover composition, application and use,, and method of manufacturing. There is nothing like it, and there is no competition. If you're trying to convince yourself or anybody else that this is not a game changer, you're just making a fool of yourself. Next 6-12 months should be very exciting. Name change and corporate rebranding, new stock symbol and major press- not only financial press but auto industry, and major media/ network coverage.

  • If they play clueless, they will look like fools and the penalties will be more severe. The only who probably didn't know was John Malone, but he will know now cause this is going to court, Could this be why the stock dropped .80 on the open Friday. How come no 8K filed when the judge ruled against dismissal?

  • Live Nation has paid money and tried to cover this up but a judge just denied dismissal and it's going to court and will become a national story. Malone's buddy and CEO Greg Maffei and MIchael Rapino at Live Nation both knew dangerous i.e. lethal drugs were part and parcel of the EDM scene when they bought the business. They should have issued an 8K on the judge's ruling IMO. Live Nation stock opened .80 lower on Friday - no bueno and suspicious

  • johngunn51 johngunn51 Jun 14, 2015 8:06 PM Flag

    Back then, a local venue operator and local concert promoter could police themselves- or not. These days, you have corporate guys in suits 1000 or more miles away making decisions. EDM raves, ecstacy, loss of concsciousness and life, and unaccountable and nefarious operating procedures are now joined at the corporate hip. Uncool. The live event/ music business is not the cable business. Fiberoptic cables have just sat in the ground and spat out money over the past 35 years. Live events esp music is low margin, and unpredictable. It really doesn't lend itself to corporate monopolization. Malone's involvement with Live Nation could seriously damage his legacy.

  • Will it be ruthless aggregation of independent family owned cable companies and majority ownership of a corrupt, monopolistic and artistically stifling live music presentation corporation now being sued for criminal negligence and wrongful death at one of their drug filled venues. or will it be quiet withdrawal from compulsive and megalomaniacal M&A activity , divestment from not so Live Nation, and thoughtful pursuit of philanthropy. Giving means nothing if you're still doing business as a jerk, because the money is dirty.

  • Reply to


    by ferdinando_cortese Jun 26, 2015 2:20 PM
    johngunn51 johngunn51 Jun 27, 2015 2:55 PM Flag

    Tsipras won't blink, the troika finance ministers will let the default occur as scheduled Tuesday, hoping that it will make Tsipras look bad. They're stupid. The Greeks voters-73% backed Tsipras, Varoufakis and an end to Draconion austerity. The referendum will back them and the drachma will be restored. Some intital hiccups, but the Greek economy will be a great one to invest in. Great real estate, great climate, most and best ports in world, Russia investing billions to make Greece the LNG capital of Europe. Greece will boom, the EU will lose big time. Spain and Italy and Portugal, Ireland perhaps even UK will be emboldened. NATO will take a huge hit. EU minsisters making a colossal mistake here.

  • johngunn51 johngunn51 Jun 30, 2015 8:34 PM Flag

    The islands are awesome- the real estate in Greece is worth a fortune because it's really nice which is why everybody in Europe and Asia wants to go there. But the big value is the ports. Best deepwater ports in Europe and most strategically located. The EU ministers are thinking they can squeeze joe voter to vote yes on referendum on Sunday, but I'd say it's 50/50. And if it comes down no, they either have to put a better deal on the table pronto or within a year Russian and Chinese money will be everywhere in Greece and Piraeus will become the LNG hub of the world and GAZPROM will be running it, good for the economy actually. And just as important, NATO will have lost it most strategic location. You know it's funny the ECB, EU, and IMF all have HQ's in Athens. You would think they would just shutup and start writing some checks. Too many freakin' games. I'd lock em all in a room and nobody leaves until a deal is reached, no bathroom breaks, no tweets, no nuthin'.,,.

  • johngunn51 by johngunn51 Jul 2, 2015 10:39 PM Flag

    It says that a third of the @380bil debt should be cancelled and the balance be given a 20 year grace period for payment. The IMF economists and accountants say this is necessary to stimulate the Greek economy and build a viable middle working class so that the country can ultimately function independently-productively- as an EU member state. Otherwise it's a feudal colony where the rich in Europe go to vacation. . Best outcome is a NO vote on the referendum and a coming to collective enlightenment of the Troika. I think there is a good chance NO's will carry the day, because of the young demographic who want jobs and opportunity and don't care about pensions or paying other people's debts for most of the rest of their lives. Even if the vote is YES, I think the ECB and EU and IMF offer a better deal than they offered to Varoufakis and Tsipras, who they will be relieved not to have to deal with. I think GREK has a good couple of quarters coming...

  • Not sure exactly what day, there is a lot of contract detail in the agreement. Includes substantial equity investment.

  • johngunn51 by johngunn51 Jul 24, 2015 1:35 PM Flag

    Paid to pump. Bad move to be associated with them. Pretty much every stock they have been paid to promote gets a little bump and then goes lower. I will not buy a stock in a comany that pays Red Chip to pump. Been there, blew chunks.

  • johngunn51 by johngunn51 Jul 27, 2015 9:12 PM Flag

    The semiconductor wipeout is just beginning. Personal gadget consumption has reached saturation. It will be a couple of years at least before a new cycle begins.

  • johngunn51 by johngunn51 Jul 27, 2015 9:15 PM Flag

    Year over year and sequential for next 4 quarters will be bad. I don't think Mr. Market has factored this up front. The decline in share price may be slow, long and painful.

  • Not only is demand slowing and margins eroding on the company's products but they will take a GAAP mark to market loss on the ill-advised stock purchases from last quarter. This stock will be 14 and change when the earnings and guidance come out. If tyou like being in denial and losing money, hold this stock thru earnings. H-A-I-R-C-U-T

  • Reply to

    Numbers and guidance will surprise on the downside

    by johngunn51 Jul 27, 2015 10:34 PM
    johngunn51 johngunn51 Jul 28, 2015 2:14 PM Flag

    Whatever, those shares they bought at 21 are being reissued as exucutive compensation options now that will be exercised at 16 or below. It's a 25% loss however you account for it. I maintain we are at the onset of a bad earnings cycle. Disappointing numbers and guidance just beginning and stock will go nowhere but down.

  • I've been in and out since 2009. Follow closely and know one of the board members, not that he gives me any inside information. Solid company, w solid management that makes very high quality battery products. Now they have a state of the art factory, big company production capacity, and leading edge R&D. I probably would have bought some at 3.50 last week but I was on vacation. I feel extra lucky... 18month exit target 7:50-8 . The sell-off was very low volume and has created a compelling entry point. New products in new markets coming in the fall will be well- publicized and will drive no pun intended, steadily higher

  • The industry is shaking out and some of the customers from the past 3-4 years are insolvent. Whether this quarter sees big write-offs and write-downs or next, the point is the downtrend has begun. You really don't want to hold this stock thru this kind of fundamental downturn. I see losses, I see the possibility of the company selling stock at $8 in a year or two- stock they bought at 21.

  • johngunn51 by johngunn51 Jul 29, 2015 11:42 AM Flag

    Gunn is genius, if he weren't conceited he'd be perfect. And lest you worry that this stock will never have another good day Gunn now reports that after seeing the other shoe fall last night in Asia he bought IMOS at the open. Gunn will indeed open his wallet for the occasional long term valuation disparity!...It would be very hard for anyone to duplicate this enterprise for under a couple billion dollars, so there is much value here that is yet to be recognized.

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