Network, Maps and Patent Businesses all positioned extremely well going into the Fall. Floor in share price with huge cash balance from sale of handset biz to MSFT, share buyback in progress - Share price 8.13 today. Good opportunity for appreciation this Fall. I'm out of ENOC, both long position and/or trading for now.
It's been bubbling upward since November, triple top, and now it's breaking out over 6?
While they're buying back stock and re-structuring/doing these acquisitions with potentially serious earnings implications?
I'll have some of that.
"That's the extra-alpha extracting-type of opportunity here!"
Despite the flowery writing and this poster's being an established "influencer" on Yahoo --
An activist with a world-class marketer right behind him/her could make for this company's exploiting the opportunity it created.
The poster chooses to position this as potentially driving a PPS spike. While I don't necessarily disagree, a less self-serving, disingenuous view may be that such activist intervention would restore the Company's ability to significantly grow volume, share and earnings.
It's as simple as that.
Last quarter and this one showed that the music stopped months ago. Now it's finding remaining scraps.
Everything equivalizes - and commoditizes - after a while -- the essence of a free market. CREE needed to develop a relationship with Consumers and the Trade that they didn't know how to do. They needed to differentiate their product in the eyes of their customers in ways that would allow them (Cree) to sustainably price up, maximizing margins and earnings.
They needed to build a powerful brand. They had (developed themselves, to their credit) the technology to do it -- but in terms of branding, they don't know what they don't know (in the Rumsfeldian sense).
Those Sales heads -- I keep getting back to it -- indicative of a much broader cultural problem. It's not that the CEO is supposed to transform himself, his background, and the glass through which he views this business.
He's supposed to see broadly enough to know what he can't see - and import the people and thought leaders required to evolve (not change) the culture.
And where is Marketing? It's the relationship between Technology and Marketing in a Company like this that makes the magic. Problem is, CREE appears technology-driven (it's corporate culture), as opposed to being Marketing & Technology-driven. One can see it, feel it and smell it from 600 miles away.
Those here - particularly those who invested in this company long ago - should realize that in the absence of a buyout, major technological breakthrough, or CREE's getting it culturally and evolving their Senior Management Team -- put a fork in it.
Not in terms of being a healthy company for some time to come -- but in terms of sustaining or significantly growing today's valuation.
All this is my opinion. I do wish many here who are shareholders, and with whom I have corresponded, good fortune.
Was the 35% that was Nokia's in the deal (of ongoing revenue from the 500 patents) significant and/or baked into Nokia's PPS? I recognize that Networks is the lion's share of Nokia's business, IP (right now) only a small fraction, and this only a small fraction of the IP Biz (right)?
Anyone read the report or listen to the call yet? Not time till next week, or late this weekend, and I'm curious.
They need a top notch Consumer Products Marketing and Creative Leader to oversee both the consumer and commercial portfolio's. A+ on technology and design savvy, C-/D+ on Marketing Strategy, Creative, and the exploitation of their technology, which appears to be differentiated in ways that are meaningful and relevant to both consumers and the Trade. They're awesome geeks down there in Durham, but they never captured the imagination of the public, like they could have with this product, in this Category, at this time. In order to rise above the commoditization, they needed to be what Purdue was to Chicken, Kleenex was to Tissues, Volvo was to safe cars, or Michelin to safe Tires. They needed to re-invent consumer perception of the Category, place themselves squarely in the sights, and re-define their Brand as being synonomous with the product type. Remember Apple's introductory spot? Jobs didn't introduce a new product. He re-defined a culture. A product with the importance and ubiquity of lighting could ABSOLUTELY be managed to that status. It takes great technology, and a great marketing team and agency to make it happen. The Durham geeks have squandered one of the greatest marketing opportunities of our time. But no worries. With the rate of technology advancement, the next one is around the corner. For LED lighting, it's ASIAN madness now, that's where this thing, like all unexploited categories without marketing leadership, go.
Their head sales guy who "really understands the lighting industry" they boasted, reflects the CEO's lack of understanding of great brands. He squandered his awesome technology and design. He lost his brand's potential. That's his crime, imo.
This guy pumped RVLT and CREE mercilessly fo ryears. Each of them has slid, with CREE now just having been knocked off its growth horse.
without a doubt, SILLY SALLY'S PUMPING OF CREE AND RVLT, AND THEIR SUBSEQUENT, STUNNING DECLINES (Cree alone -40% this year, and now dead in the water) -- MAKE FOR THE MOST PROLIFIC FACE PLANT IN THE HISTORY OF THIS MESSAGE BOARD.
CONGRATULATIONS TO SILLY SALLY! 100% DISCREDITED, LOST ALL HIS MONEY, AND NOW FACE DOWN IN THE YAHOO GUTTER, LIMP, MIND GONE, MONEY GONE. IT'S ALL GONE FOR THIS MAN, WHO MUST FACE HIS PAIN NOW EVERY TIME HE HEARS THE WORD CREE. CREEEEEEEEEEEEEEE
The old boy lost his shirt on CREE. He lost all his money, after years of pumping. The company was just stopped dead in its growth tracks, for all the reasons I and others said it would be. Let him tell you othwerwise. He led you down a path of destruction. Everything Silly Sally ever told you about CREE is wrong. I can't wait to go through the report and cmpare the real results 1:1 with what Silly Sally told you was going to happen. WRONG, WRONG, WRONG. sILLY sally WAS WRONG ABOUT EVERYTHING. HOW CAN HE SAY ANTHING DIFFERENT? CALLINE ME NAMES WONT' CHANGE IT. THE GUY JUST LOSE EVERYTHING.
All the rest is subterfuge.
That's not what it is. This poster is an effusive pumper. Could very well be Silly Sally morphing because he cannot show his face here again after the consistently wrong calls on CREE and the merciless pumping for, how many years? and EVERYTHING SILLY SALLY TOLD EVERYONE WAS WRONG. ALL OF IT.
Every single thing this poster has pumped about CREE has been WRONG. This poster has, for years now, intentionally tried to mislead, purported to have inside information, and pumped mercilessly. Everything he said was going to happen, the opposite happened. There is not a single ounce of credibility left with this poster, not now, and not for ever. How can this guy ever show his face here again, after the lies, deception, pumping, and look at the results? Silly Sally is a fraud and proven t obe so, now, over and over again -- RVLT, here, just look at the history. A FAUX INVESTOR who populates this board as a troll,and may very well be compensated for his posts. They have all been false, misleading, and wrong. EVERY SINGLE THING SILLY SALLY HAS SAID HAS BEEN PROVEN TO BE WRONG.
Incredibly (or not so), Silly Sally lost everying on CREE as well. Everything this poster ever told yo uabout CREE was wrong. Look what just happened. Remember he told you about all the inside info he has, and how CREE margins are going to expand this guy has been wrong about everything he ever said on this board. Every single Thing.
But not up enough to justify the share price, so down it goes. Sorry. Their Consumer Sales Head has no Consumer experience. Their other Sales Head has no Sales experience at all. They don't get it.
Messaging-wise, they blew the opportunity to make CREE synonomous with LED lighting. Their copy and creative were cute, but non-compelling.
Their in-store strategies with Home Depot, and no broader retail distribution was telling.
There has been spirited debate about the margins, the hope of the Lighting Division, and whether the Fixture Business and the consumer bulbs will blow out the volume so much, as to more than offset any margin decline.
In my view, either the margins have to stabilize with decent volume, or the volume has to spike and more than offset the margin decline, dropping to the bottom line. It has to happen, and be shown to continue happening in a way that will sustain earnings growth.
It's true that lower margins affect all kinds of financial efficiencies, investment attractiveness, everything. But I also believe, as many posters have said, that the volume potential - given the explosive conversion that is going on now and CREE's strong marketplace position -- could carry the day.
I feel confident that -- unlike what Silly Sally forecast months ago -- "margin expansion is occurring" -- the margins will be flat to down, given the ferocious competition.
I have no position in CREE now, either short or long term. Good luck to those who do. A win for the company tonight and all those who have stood by it would be wonderful thing.
You have to go over there and take a look. It's hysterical what this hyena just did to himself. Never have I seen a bigger fool, who leads with his face, and then gets it crushed, over and over again, only to re-emerge as if it didn't happen!
Yesterday at 4:08pm, Enernoc announced a stock buyback. Silly was so beside himself, he jumped right onto the Enernoc board and told everyone what an idiot I am because I trade ENERNOC, versus being a "long-term" holder like him. He waxed on about how ENOC holders had caught a break, and how short term traders like me were "FAUX TRADERS" and all his nonsense.
Only thing is, the old boy didn't stop long enough to look at the $130 million in debt that was being issued, in part to fund the buyback. Enernoc has some problems and they are financially re-engineering to shore up the P&L in the absence of needed top and bottom line growth. This baboon completely missed that, tried to rip me a new one, and now, is not only standing in pools of his own flop sweat, but has a spotlight of the ages trained on him for everyone to see how petty, ignorant and manipulative this washed up, forgetful, limp slob really is. Just go over to ENOC and see for yourself. The stock is down 1% so far today coming off the announcement.
NOW WE HAVE A PROVEN LOSER - SILLY SALLY - WHO CAN NEVER LIVE DOWN THE IDIOCY HE AGAIN JUST DEMONSTRATED. This, besides being a demonstrated chatboard manipulator who purports to have inside information to influence shareholder sentiment. DONT TAKE INVESTMENT ADVICE FROM THIS GUY!
Sorry to other posters for this diversion/waste of time on such an important day --
This poster Silly Sally has been stalking me for months. I quickly identified him -- like I did Launcelot on this board a few years ago -- as a chatboard manipulator who purports to use inside information to influence shareholder sentiment on the Yahoo boards. Launcelot was removed, as the old timers may remember.
Now, "Silly Sally" thought the buyback was big news, and used it to pounce on me again. Unfortunately, this poster lacks any kind of investment knowledge (probably a nickel a post employee), completely misread the Equity/debt swap, and went to town. He is a bona fide fool, in addition to being a prolific chatboard manipulator who all would be well served to avoid. DON'T TAKE INVESTMENT ADVICE FROM THIS CHATBOARD MANIPULATOR. Here you go.....
jpmarketer • Jul 7, 2014 9:14 PM Remove
Anatomy of a Chatboard Manipulator - Sal. Look at this.....
Here is a post from Silly Sally 2938 on March 5, 2014, pumping RVLT. He purports to have inside information that the stock price will rise. At the time of the post, RVLT was in the low 3's, and with days, this poster Sal and his buddies pumped it to 4. It has slowly slid back now to the low/mid 2's.
Those are just facts. Look at this post, go back and see it before Sal erases it (will be gone within minutes, like all of them are), and then look at the chart for RVLT and the dates I'm telling you.
Just got an email from an old friend.
sillysally2938 by sillysally2938 • Mar 5, 2014 11:13 AM Flag
Said she thinks RVLT's about to ride much higher. eom
Sentiment: Strong Buy