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Demandware, Inc. Message Board

lowl22 15 posts  |  Last Activity: Aug 13, 2015 7:59 PM Member since: Oct 26, 2011
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  • lowl22 lowl22 Aug 13, 2015 7:59 PM Flag

    I cannot agree more. Not sure why these people are wasting their time on this board if they are not long. This company should be trading at 1.50 today. I also believe a homerun. I won't tell you how many shares I own since no one will believe me but let's just say I helped the vote. The new business is worth a buck a share, the cloud business is worth 10-15 cents, the club one is worth 15-20 cents at least , mmo gaming nothing, other trademarks and games and investments worth 25 cents. This stock is unknown and when the company gets the story out to investors it will be 2.00 before you know it. I think we see 5-7 in 2 years. Many exciting possibilities.

  • Reply to

    Huge volume

    by dud1117 Jun 26, 2015 4:45 PM
    lowl22 lowl22 Jun 27, 2015 9:29 PM Flag

    Russell index addition on Friday

  • I am actually really happy with all of the pessimism on this board. It actually gets me more excited to buy more. This CEO is turning the ship around. He is about to execute a major takeover in a very hot space and the company has cut losses and he put his money where his mouth is. The CFO change is exciting, IR department seems to be in good hands and this stock is oversold due to Renaissance. The fundamentals look great and while the past is the past I understand some of this hatred but seriously this stock should be $2 bucks today based on cash, cloud service business, gaming business and other ownerships in private companies. This will not stay under a buck much longer. They just had annual meeting to vote on purchase of shares. Insiders have been in a blackout period. Look at the possibilities with the valuation and it is hard not to want to throw the dice at these levels if you have not been burned before.. EASY DOUBLE but could be a 10 bagger with a little execution. This CEO did not destroy this company!!!

  • Today everybody should be buying...they are going to close acquisition soon and buyback millions of shares. The selling pressure has been renaissance computer model selling 100 or 200 shares every 2-12 minutes. They should be out of shares any day and insiders of company can also buy shares soon. Good luck to all and all the naysayers please get short or add to your shorts because this is going one way from here!!!

  • Reply to

    Who sold 80k shares?

    by jeffreyliu2015 Apr 28, 2015 12:02 PM
    lowl22 lowl22 Apr 28, 2015 12:32 PM Flag

    let the weak hands get out..going higher!!

  • I held this stock for almost 6 years!!!WOW in this day and age and the way this stock moved around it was painful. I think at these price levels everything is fully priced in except one thing. They do continue to improve the business(the mint deal will smooth quarters),EBITDA is growing nicely except small move up in interest rates should compress value, competitors are falling of a cliff( SPDC will go bankrupt most likely and customers will migrate to PFSW and Ebay is looking to sell GSIC division). After PFSWEB filed to raise $75 million I believe that is exactly what is in the works. The top 2 in the business will merge and Willougby will run the company. PFSWEB will probably get a move to the $20-22 area before it slowly goes back to $6-8 bucks. Love Willoughby but it really is priced to perfection and can hang here if SPDC collapses and they can pick off some big clients. Always loved providing everybody an honest opinion. I am onto a new one and it may be 5-6 years for that but check it out and tell me what you think...GIGM(been building a big position last 6 months at average price .95 cents..good luck all...Best , LOWL

  • Reply to

    Cloud Business

    by resident1155 Apr 22, 2015 10:10 AM
    lowl22 lowl22 Apr 24, 2015 8:16 AM Flag

    Just because they don't put out fluff does not mean they are not communicating!!!

  • Reply to

    Cloud Business

    by resident1155 Apr 22, 2015 10:10 AM
    lowl22 lowl22 Apr 23, 2015 9:37 PM Flag

    I agree. The blackout period is still in effect since the closed out q1. They should be able to resume or do something after q1 is released. They should have a small window of opportunity until q2 is over. Looking forward to slow and steady progress on all fronts. Stock needs a push over $1 to get some eyeballs on it. I see garbage moving up and this company is not a penny stock but under the radar screen for most people. Should be an easy double without much news. I am long a big position and I am not pumping my book. I hold for years. Only other 2 big positions I held were PFSW for 5-6 years and BVSN which I threw in the towel since management have been terrible at communication. Even at a double I am not selling a single share. It has too much potential for a real turnaround story!!! Cash burn is no longer a factor as they are handling expenses really well.

  • Reply to

    Cloud Business

    by resident1155 Apr 22, 2015 10:10 AM
    lowl22 lowl22 Apr 22, 2015 5:09 PM Flag

    Resident, I agree with you. This company is getting negative enterprise value for both the gaming business and the new cloud business. They should be able to scale the cloud business rather quickly to annual $10-30 million annual over next 2 years. In addition, the new game releases and social/gambling platform can get a US distribution deal and you never know if one of their games will go viral. Book value which really is now net cash on hand with small publicly traded investments(now approx. $5-6 million left) is approx. $1.40 per share with net cash of 25-30 percent higher than where the stock is trading. This stock should be sitting in the $1.50- $2.00 range today based on business as of today and with any improvements the sky is the limit.I wish company would give a conference call and some range of revenues for year to help shareholders see their vision. Blackout period should be over in 4-6 weeks to allow for insiders and company to buyback shares.
    It would also be great for them to go on the road and pitch the story to get some institutions in the name.

  • No matter how you look at the results gigm has improved on all financial metrics.The bottom of the business cycle ended in 2014 and the hard work will payoff for shareholders for the next few years. They had a few technical problems in the release of games last quarter and the release of these new games in q1 and q2 should start to move the needle on the revenue side with little operating or capex increase on that front. They have continued to work towards us partnerships for new games and social / casino platform and their team I anticipate to close a few with all the chatter in multiple press releases .

    While these reasons seem enough to warrant a big move up on their own, the cloud business grew fourfold in the quarter and there is no reason not to expect this to continue.

    One thing is certain!! This stock will break 52 week highs within 6 weeks after release of q1 and insiders can finally resume buying shares. They have been in a blackout period for months. Get more shares now because we have all seen this play out before and 2 bucks is coming soon. Also, has anyone looked the price action in gamania lately? We could make a pretty penny off that investment also. Good luck all

  • Reply to

    Thoughts on Engine Capital M&A Proposal letter

    by noyb83247 Dec 29, 2014 4:31 PM
    lowl22 lowl22 Dec 31, 2014 12:29 AM Flag

    Pfsweb would never consider a merger with spdc based upon growth prospects, balance sheet, international opportunities. Transcosmos would rather pay $18-20 tomorrow to own the asset and I think spdc is in need of cash . Pfsweb is a much cleaner company, better management, infrastructure, blue chip clients and with the additional tuckin deals this year growth should should continue by adding to new revenue streams. I believe 2-3 years out pfsweb will be a double from here and it is not worth the risk for pfsweb to engage in conversation with an inferior company on many levels. Cost savings makes sense with the combination but I do not see the management from either side willing to walk away from their jobs to merge. We are not talking about big golden parachutes etc...management team from pfsw eb has been there since inception and run the company really conservative while spdc has been real aggressive .even demandware or orcl could make more sense!!

  • lowl22 lowl22 Dec 4, 2014 9:31 PM Flag

    I have been buying every day for the past 2 months. I am not sure who is trying to hold the stock down but it is ready to explode. JMHO

  • Stock acting amazing and nobody is home? 2015 EBitda numbers $20 million( 40-50% growth) not including any other new clients. This could be a double from here like I have been saying. Hang tough and enjoy the ride!!! Great tuckin acquisitions also..$20-25 takeout maybe sooner from Transcosmos; maybe even Alibaba or EBay. Good luck all!!!

  • lowl22 lowl22 Sep 9, 2014 5:05 PM Flag

    same sentiment here except I think upside can be much great 10 to 1 and 20 % downside over next 2 - 2 1/2 years. They should have a few client wins announced over coming months that have been testing VMOSO

  • lowl22 by lowl22 Sep 8, 2014 7:21 PM Flag

    Only low float stock that makes sense!!! Trading at cash with partnership with Softbank..possible Alibaba partnership coming...Just my OPINION

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