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Lihua International, Inc. (LIWA) Message Board

jpnmqrtn 44 posts  |  Last Activity: Sep 19, 2014 8:28 PM Member since: Dec 7, 2004
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  • jpnmqrtn by jpnmqrtn Sep 19, 2014 8:28 PM Flag

    Hauls in 2.5 million in options in 2012.
    1.8 million in 2013.

    This is not his regular half million in regular wages.

    Strange, Walker were giving 160,000 options that are well under water.. $4.

    Scott Carter options over $5 he will likely exit next.

    The boys might hang around if they felt it was worth $8.

    Debello unloaded high $5 range.

    $4 to $4.5 is our best case. Which leaves almost all the 2013 hiring package options in the red.

    I will definitely take $4.

  • Reply to

    At what price?

    by jpnmqrtn Sep 16, 2014 4:30 PM
    jpnmqrtn jpnmqrtn Sep 16, 2014 8:33 PM Flag

    Exactly 1200 employees at Kofax 65 at Mitek . Does it really make sense that Mitek take on everyone?
    The answer is really simple. But, they would be a nice "grab" for many. The price is right.

  • jpnmqrtn by jpnmqrtn Sep 16, 2014 4:30 PM Flag

    Does it become a target? Or does anyone even want it?

  • jpnmqrtn by jpnmqrtn Sep 15, 2014 5:28 PM Flag

    This was a company with no cash, Lawsuits, and no revenues and it went to $12 and then to $2.
    Now it is a company with 25 MM cash has almost 20MM in annual Rev's and no lawsuits and its still $2.

    But it has a lot of shorts. Retail shorts will be the next victim here.

  • Reply to

    Apple Pay and Mitek Patents

    by ekretiree01 Sep 15, 2014 11:27 AM
    jpnmqrtn jpnmqrtn Sep 15, 2014 3:45 PM Flag

    not if apple told them not to.

  • jpnmqrtn by jpnmqrtn Sep 12, 2014 4:13 PM Flag

    are starting to sound bearish...a sure buy signal.

    The problem is Jimmy really is an idiot. How do you deal with undervalued, oversold, over shorted, but the leadership is awful. The trump order is difficult to formulate a decision, buy or sell so I think I will just hold for now.

  • Reply to

    Just fake circular trading btw shorties!

    by jagan1961 Sep 11, 2014 3:31 PM
    jpnmqrtn jpnmqrtn Sep 11, 2014 5:01 PM Flag

    I agree they need to stop the BS. Jimmy is on Crack or something..they need to drug test him.

  • Reply to

    lol, that upgrade will soar us 20% today

    by bullenmarkt Sep 11, 2014 9:13 AM
    jpnmqrtn jpnmqrtn Sep 11, 2014 4:53 PM Flag

    Record revenues and further record revenues Guided Q3 with 10 million profit. Margin players being executed? Hit piece coming? Shorts? Taking it private on the cheap? The warrants to Arena net are worthless.

  • Reply to

    Just fake circular trading btw shorties!

    by jagan1961 Sep 11, 2014 3:31 PM
    jpnmqrtn jpnmqrtn Sep 11, 2014 4:40 PM Flag

    I don't disagree but there are concrete things that matter and there are other things that don't. Getting the legal case resolved is excellent its concrete. I think if Mitek said the deal is worth XYZ and that was material then fine. But just to flop out another unquantifiable data point is BS and everyone knows it. We need material concrete actions not the pony show. You would have thought they would have had their "war paint" ready to roll when the case settled.

    TOP PRIORITY SHAREHOLDER VALUE. Every phrase that gets pitched from their mouths should contain that phrase. Would you sell the company? Answer TOP PRIORITY SHAREHOLDER VALUE

  • Reply to

    Just fake circular trading btw shorties!

    by jagan1961 Sep 11, 2014 3:31 PM
    jpnmqrtn jpnmqrtn Sep 11, 2014 4:07 PM Flag

    yes I agree but management needs to understand what works in this situation. Personally I think just a $5 million dollar repurchase would send a very clear message or Insider buying which I still think may have been yesterday. But Bama Ipad pictures come on Mitek wake TFU.

  • jpnmqrtn by jpnmqrtn Sep 11, 2014 1:05 PM Flag

    $5 and Jimmy would have a hard time stopping it. The drama here is a waste of time. Get the technology into some business peoples hands. Jimmy and all his dreams are clouding where the value is at.

  • Reply to

    Mighty MITK Shall Rise Again

    by ef_nutting Sep 9, 2014 7:23 PM
    jpnmqrtn jpnmqrtn Sep 9, 2014 7:46 PM Flag

    Back in today good things can happen now.

  • jpnmqrtn jpnmqrtn Sep 9, 2014 7:42 PM Flag

    And revenues up 30 percent and guided 15 percent higher q3. And, profits beat with a 12 million gain on our game that was called comprehensive income and never hit the actual number. Q3 guided 10 million plus in earnings. Cash $5 headed for $6. Valuation is out of whack and your suggestion is to short it...go for it sell the house and go all in.

  • Reply to

    Free fall on record earnings? Watt zzz UP?

    by ddshort077 Sep 8, 2014 6:23 PM
    jpnmqrtn jpnmqrtn Sep 8, 2014 7:23 PM Flag

    Manipulation just as you say. cayman ? Doubt it most likely a 212 area code. Maybe Hong Kong...

    Revenues up huge profits accelerating... Stock down.

    China hit piece coming? Wall Street and their media outlet thugs love chasing retailers into the gutters.

    Waiting for the sale to keep on providing.

    Stock up over $1 in pre market after earnings down $2 since that am.

    Too bad, investors had it right but market hooligans run the show

  • Shareholders/Wall Street needs a business plan. who,what,when,where, and how. Pretending we are not going to run out of fuel is an issue. It is "The" issue and until we see the bridge plan recovery is going to be difficult. They have burned 700 million for a company worth 140 million. With this track record, getting more cash is ????. That's a problem. Personally, I think the patents and intellectual value is undervalued. So I am long. But, I could be wrong. Avoiding the obvious issues with cash burn and capability of raising funds is a burden without a plan. Time is not exactly our friend here.
    Will management find fuel? Land it safely or fly it into the ground like a lawn dart. They need to put forward a reasonable financial plan. The endless spewing of cash 700 million for 140 million of value needs recognition. Like sell the company...why are these people still left in charge of anyone's money? That is a serious question? They are a financial disaster. Probably, great scientists,but 560 million Loss in one decade. Hopefully, First Eagle will say they have seen enough and force some issues with management. I think it is worth 300 to 425 million. That's about 3.75 to 5. Certainly, 1.6 is ugly. But 0 is a possibility if they opt for the lawn dart landing.

  • Reply to

    Riduculous

    by jpnmqrtn Sep 2, 2014 7:56 PM
    jpnmqrtn jpnmqrtn Sep 2, 2014 8:12 PM Flag

    I should have added management as a second concern. Good management and responsible BOD would not allow a $5.25 plus in cash company trade at $7.45. Not to mention the elephant sized poison pill they got ready to use if a hostile comes along. But then again, it's China and the hostiles never seem to show up with a reasonable bid. If your a 5x rev billion dollar game seller Kong at book value and no value on sales would seem appealing.

  • jpnmqrtn by jpnmqrtn Sep 2, 2014 7:56 PM Flag

    Revenues up 16.7 percent QoQ. Year over year up 37 percent. Slight profit when a slight loss was guided. The company spent 10 million in marketing for Gw2, world of tanks, war saga brand. They clearly spelled out it was a marketing investment. 9 to 10 million profit and another 10 percent gain in revenues guided for q3.

    12 million usd gain on the Ourgame investment. Most companies call this earnings as it is an investment. Realistically the company made 25 cents share Q2. Our game is up this quarter as well so far. Another 20-25 cents q3. This makes KZ making $1 year PE of 7. 5$ plus cash. This is stupid.

    Pre market up $1 after earnings release. Did not take the MM here long to end that.

    Company should have been all over a buy back but nope none of that either.

    Are we being manipulated into a cheap going private deal? Like Giant Interactive.

    Think about it a few million $ beat down gives them all the reason to offer us 9$ and call it good.

    They gain $50 million for every $1 cheaper they can take it out at. It will be interesting to see how Arenanet and Wargaming will take all this. Of course, it could be a flash to the bottom to take out all stops and margin players. Then smoke it higher. Wait and see. Margins were under some pressure in all business categories . That was the only negative I saw. That's an important metric too. But not enough to top 40 percent Yoy growth and net earnings. Making money is making money.

  • Reply to

    $$$$ will flow into KZ today and after earnings

    by basiarob Aug 26, 2014 9:43 AM
    jpnmqrtn jpnmqrtn Aug 27, 2014 12:08 PM Flag

    I think they need to get off their butts and force the issue with a divi or a repurchase. China companies of this kind rarely do much but KZ has some warrants out there that you have think wargaming and Arena net expect some kind of return on. These warrants were designed to offer a payment through an appreciating share price. I would think KZ would be feeling some pressure sitting on 200 million in cash to do something. Revenues are making substantial gains and profits in Q3 should be significant. Cash flow should be incredible and they should be able to act now.

    If they don't act it signals another China company just doing whatever they want to do. Investors are of no concern. I would think Wargaming and Arena net would point out this issue as they are looking at share price as payment.

  • jpnmqrtn by jpnmqrtn Aug 23, 2014 8:57 AM Flag

    Once the cost for gw2 launch is written off this should be quit profitable. I am thinking EPS Q3 30 c share maybe higher. Q4 could be better. I have no idea why this is trading at book. The growth will surge minus WVAS . WVAS is #$%$ margins anyway. Not sure if KZ will be able to grow and maintain as games fade in/out.
    Even more amazing is why bigger players allow Kongzhong to play in their pool of profits. Ntes, Ga, Tencent etc. Taking Ky out $15-$20 bucks would seem reasonable.

  • Reply to

    Debello

    by jpnmqrtn Aug 18, 2014 8:39 PM
    jpnmqrtn jpnmqrtn Aug 18, 2014 8:43 PM Flag

    We can all thank William Blair as well for
    Sticking everyone with that $5.25 secondary.

    Nice set up.

LIWA
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