Lol... Damnit, that's what I get for entertaining these message boards, Im getting spam alerts that someone responded to my post. Lol... good luck! There are a lot of fine minds and investors that hover these message boards.... hence the thorough analysis from users like mysonmetaphor... lol... Carry on. I'm stealing that... I love it. :)
lol honestly, reading the transcripts, I found nothing out of the ordinary. Yeah, that broker called him out on 'conference call' ethics.... but honestly, does that really matter? In the end, the comparisons he made from that cancellation order and the DARPA project from last year is fair. Considering ALL of that.. revenue numbers were STILL similar to last year.... they made up for that lost revenue in a short period of time! If that's not growth then... I wonder what YOU consider growth to be.. lol. I remember last time I was in the message board, people here were saying that Jim gave a "horrible" presentation at the Annual LD Micro... look at it now since that day. Gotta love the entertainment.... lol. Good luck!
Is to not pay attention to your portfolio every minute, to every hour, to every day. Have faith on your research and due diligence in regards to where this company, along with many other PMs, will go in the near future. Let the retailers and hedge funds play with the price for the meantime... watch Youtube videos, or a movie, or play the new PS4 to help pass your time. If EVERYONE is expecting a price breakout.. 9 times out of 10, it won't happen. Live your life and come back to your stocks every so often... not every minute. In the end, every seasoned investor or speculator that's been closely watching this industry knows exactly what will happen in the near future.. it really comes down to just a matter of when. Don't think your long position was wrong or that this company is bad because it hasn't created momentum yet... just thought I'd put that out there to help ease the people who know exactly what's coming for PMs. GL.
lol gotta love it... everyone expected a 100%+ gain after earnings.. since we didn't get it, now everyone is calling a buyout of the company. Am I the only one that finds this kind of.. I dont know.. ridiculous? Do you know how many times I've observed shares rise a week or two AFTER good earnings? I'm not saying that will happen with ANV... but, people need to relax. With 20% short, gold at a bearish sentiment overall, are people really surprised ANV DIDN'T breakout like we all anticipated? There could be a variety of factors on why ANV didn't get a huge breakout today... but in the end, we can all agree that this company is undervalued and reached this price range originally because of issues from first half of the year, Q1 and Q2. Now that they OBVIOUSLY fixed those problems, I would expect shares to come back to $5-7$ base at least. But hey, keep the convo going about how #$%$ this company is or how ANV will be bought out, it's a great time killer! :)
Sentiment: Strong Buy
Lol you may be right, institutional investors probably aren't buying gold, but countries such as India and China are! In other words, though group think has negative bearish thoughts on gold, the demand for gold from the east is incredibly high. The demand for gold will never go away, it's been a part of our trading system for thousands of years! With mining stocks focusing more now on quality with leaner operations (like ANV), it's only a matter of time before gold and this sector increases. There will probably be more selling within the next couple weeks overall in the mining industry to shake out the rest of the bears, but once the market reaches that equilibrium with gold and mining, well... You know the rest. :) Most mining stocks all move together... Just know, ANV isn't the only gold stock that's going to do well..
Sentiment: Strong Buy
These clowns you speak of... it's really only a few people with multiple aliases. For the rest of us... all entertainment!
I've been watching this company for a while now.... the more I crunch some numbers, the more I'm liking this company. I think the time is coming for the majority of miners in the market to rocket up.
Inputting some quick numbers based on percentage of sales from 2012 and 2011, with projected production of gold released on Oct. 7th (175,000-200,000 oz), I get an estimated EPS rate for the year 2013 ranging from 0.46-0.52 (and that is based on the projected production for the end of the year, assuming gold stays right at 1300, average percentage of COGS to revenue from 2012-2011, same of operating expense and taxes). .. and that's just accounting for gold.. i didn't even include silver production (more so of the fact that I just haven't gotten around to it just yet). There could be a good possibility that we can get a good earnings surprise for this quarter.. if not, then at least by the year end. Price to book, P/e.. fundamentals look great. As long as gold stays above 1300 (which I'm sure it will... considering groupthink is at an all time low with gold)... I believe the majority of miners will benefit.
Sentiment: Strong Buy
How is it that this post got 12 thumbs up? How is this info relevant? We need better moderators to control this type of spam...
Any idea when BDL will release earnings? Crunching some quick numbers, assuming BDL brings in 19mil (generally, this period is a slow one, and projecting slightly lower than 1Q 2013), with 92% taken out for COGS, and 3% used for income after tax to sales (about the average ratio within past two quarters), I get a projected EPS rate of 0.31. Looks like restaurant stocks as a whole is getting a beating, so we'll see if this is achievable.. I may have to use more conservative with my numbers
Not alot of emphasis or information on the acquisition of Southern Frac. I know they acquired a 90% interest last year on Oct 2012. However, anybody have an idea the strategy behind this acquisition? This year they've included Southern Frac's manufacturing revenue per quarter. Looking through it's 10K, the cost of its manufactured units is about 93% of it sales. Just wondering if anybody has an idea what this acquisition was all about.
Thanks for the info... I agree, it seems BDL is very undervalued compared to other restaurant stocks.
However, IPOs generally are overvalued initially.. so I'm not sure if we should directly correlate BDL and PBPB's price action just yet. Regardless, the comparisons between it's price times earnings gives a pretty good indication where BDL may go in the future.
Since price swings may widen due to its short float.. you think investors are waiting until 4Q results to take action? It seems investors either forgot about this stock after its breakout 5 months ago.. or they're anticipating something from 4Q results? Not sure... interesting nonetheless.
What differentiation could be made between apps? Well that's easy: interactivity, interface , responsiveness, etc.. I agree, this application shouldbe adopted naturally. Unfortunately, plugging an app to a phone, I believe, isn't the most ideal way to do that, because consumers already feel the majority of apps built into phones are gimmicks. EMMS needs to find a way to incorporate their NextRadio that's natural to the mobile world. Similar to what HTC did with Blinkfeed... No extra apps to click and wait times for it to load (such a hard life we live in now), the newsfeed is built in and incorporated to the phone. I believe the same tactic should be used. For this to be successful (in my opinion), the goal should be for Nextradio to be naturally part of these phones, and that cannot happen if there are 100 different radio apps. Let me turn on my phone, swipe to a different window and have my Nextradio available to me in an instant with all stations listed in my area. Easier said than done, but I believe this will perhaps differentiate themselves from the competition.
I believe the key difference between NextRadio and its competitors is the fact that NextRadio doesn't require data to stream, but instead streams broadcast through its FM receiver built in Sprint phones. I believe that's the main advantage NextRadio has: Free (not in every aspects, but in regards to listening). In regards to song metadata, I believe there is no difference or at least nothing to really differentiate between the two.
I was very optimistic with this Company, with the rollout of NextRadio, TagStation, and the Sprint deal... but it's unfortunate that after all of that, presentation yesterday showed a little bit of uncertainty with growth. Low-mid single digit growth isn't bad at all, considering the overall radio market isn't all too great (correct me if I'm wrong)... I believe the radio industry will EVENTUALLY rally, maybe not now, but if this hybrid radio/digital truly works and becomes a standard for every smartphone, EMMS will get the value it deserves. Not sure if now is a good buy point (however, I could be wrong), but I'm going to be observing this closely once things start to settle down.
lol the Patriot Act??... 'endangering society and stability of markets'..... that's just too good... Sounds like most of you fell in love with this company.... the Patriot Act??? lol... man.. i love it...
I think those are fair questions. If your approaching anything, definitely stocks, and you cannot answer the tough questions regarding the Company, 99.9% of the time, you're making a wrong decision. I saw the article in seeking alpha and the information presented as very thorough and provided enough evidence for nasdaq and the SEC. Pride is one hell of a drug, and it seems a lot of people here are overdosing on it. I had a feeling something went wrong when Lee straight up left the earnings call after his opening statement... Not only that, Clayton or Ian cannot even give a simple projection to investors... They blame it on the consolidation process and how it's hard to gauge future coal output. They do, however, tell us their projected goals and where they want to be... Lol... Sounds great, but is it going according to plan? From the sounds of it, I'm not too sure.
Appreciate the response. I just noticed the chart a couple weeks back, and found it interesting (in technical aspect). Q3 had great earnings as well, failed breakout, but prices have swung lower since then (again, the chartist in me is coming out). I was just wondering if anyone was seeing what I was seeing. Since I had no response, I was beginning to think I was on the right track! lol jk... kinda. It seems like investors, regardless of these monster comparisons they've had since Q2, are still unsure about this company... very interesting..