Gambler, hey,buddy, apparently it's all down you now! Where have all the grownups gone on the IRBT board? Glad you are still hanging here getting flak..
tswenor7...if ur kidding, bazinga!...if not, grow a pair!
Sentiment..look at the global projected growth in data centers; even in the current macro climate (hint, the Cloud wins). These are the railways of the C21st. ACPW is just one of the picks and shovels to build them with. The compact-ness and green-ness of the technology are a bonus making the datacenter designers look cool/responsible/edgey(delete as required). The demand is there. The tech works. It just needs aggressive selling/pricing.
Real sentiment: Massively Long and Hugely Patient. Married. ; )
Yes, A++ for timing and prescience. Take the rest of the day off, thatsmyredbag!
Somehow don't think this will have much impact on the pps, too many macro factors already in play...
So the PPS breaks five bucks, at least the Board will claim at the CC the RS worked!
If there is real news then they should spit it out, and enjoy the plaudits on the day, otherwise yesterday's move and trebled volume just looks fishy...
Most tech buyouts I have scored start with a c30% premium offer, but can double that if there is a counterbid. Put in perspective it would not net the return that selling out at three bucks (pre RS) eighteen months ago would have. Poor return for the risk and watching the price effectively go sideways for a year!
On a more cheery note, Pens, what would you load up your empty truck with?
Thanks for the responses. Still unsure, as dalong makes a good point about nominee accounts. Have to be encouraged by swift response to end of "Delisting Cliff" crisis ; )
What I can't get over from recent posts, is the fact that there are *only* 185 (if I recall right) investors (private and institutional?) in this company. Jeez, that almost makes us all "family"!
Indeed many family owned business have a wider base. As I see it, we are all going to get very rich, or totally broke and inbred like the banjo-pluckin' hillbillies in "Deliverance"...
"..don't forgit t'rope, Vergil"
There was talk awhile back of the RS PPS increase resulting in this stock qualifying for certain institutional funds. Anyone seeing signs of purchasing patterns indicating this is the case already, or will this occur at a particular date, such as month end, tax year end, or quarterly adjustment period?
Or will the fund managers sit tight and await the next results before committing?
on Thanksgiving, and spare a thought for those Texas folks caught up in the I10 smash today. Kinda puts our grumbles into perspective...
Off topic, I know, but the are worse things than RS and Fiscal Cliffs.
You can get pills for that now.
If only getting ACPW "UP" over a buck was as easy!
When Pens away the wags do play.
Fair point, Pens. Especially as the Seeking Alpha writer pointed to Valence's looming delisting as a major negative. Sauce for the goose is apparently not sauce for the gander in his book.
It look like Q3 will make or break ACPWs listing....
The real post 9/11 peace dividend?
Pod Pickin' PacBots and Wabbit Wranglin' Warriors, certainly more peaceful than Scrotum Squeezin' SUGVs.
Great ideas on a slow day.
So do you guys think the upbeat CC comments on sales into China have legs?
Datacentre growth could benefit with todays announced RRR changes im China and the easing of policy in order to promote infrastructure investment.
The potential value of the Cloud to ACPW seems difficult to quantify, indeed it sounds quite nebulous (!). It will be positive, certainly, but will it be huge?
Without a substantial and consistant increase in orders ACPW will struggle to realise its potential and move over a buck (and stay there). All longs here must by now have accepted that we hold this stock entirely on faith, because the numbers are painful. Refocus on core product has to be mirrored by increased sales efforts or the company will remain in the "Valley of Death" and bleed out cash and all our equity value.
Half a glass of anything is 50% under-utilized, period.
Two unreformed small cap investors and an unreformable alcoholic...proved right.
Here's to you guys! (if we hold the gains till the close)
Pens in no moron. He is dead right. The only way longs are ever going to see two bucks again is when major datacentre rollouts are announced and ACPW can then take credit for the power conditioning/UPS infrastructure.
Don't shoot the messenger..
LOL, I never left..
You would think Japan would be a prime candidate, given the demands placed on its grid, but ACPW management could not justify keeping a sales office open there, ie they were losing too much money. There may be other factors at play, local UPS suppliers, red tape etc.
But that has me worried about the export potential beyond the Anglo-Saxon world (and the wealthier members of the EU).
At one stage the Chinese seemed interested in containerised solutions after the big quake there, but I cannot recall how many wheels they actually bought. The "green" sales pitch carries less weight in many of the developing/emerging markets IMO.
Probably will come down to developing local relationships/sales channels. That takes time and money, both of which can run out. Worst case at the same juncture.
Good summary, DB.
The buzzwords are "power conditioning" and "bridging". The first evens out the spikes and dips, and the second provides full baseload for a few seconds while the generators kick in.
Definately a high value niche market, but we have all been waiting a long time to see real growth in the size of that market.
The only useful metrics are the projected growth in Data Centres and critical infrastructure. The first potentially seems to be propelled by the Cloud, the second by general capex levels, especially Govt capex. Regulation (aka obligatory disaster recovery centres etc) lags a poor third.
Just my take on the current state of affairs.
Nothing short of a major series of orders will give this a leg up over one buck this side of November. Everyone is sitting on their hands waiting for leadership/clarity/visibility. Delete as required.