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Compass Diversified Holdings Message Board

marty.chilberg 4 posts  |  Last Activity: Jul 30, 2015 6:53 PM Member since: Dec 30, 2009
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  • Reply to

    Good Luck Today On Earnings.....

    by mark7182002 Jul 30, 2015 4:04 PM
    marty.chilberg marty.chilberg Jul 30, 2015 6:53 PM Flag

    Mark-Meant to tell you congrats on selling the stock before this recent selloff. Never easy to sell a stock that is looking as bullish as TSYS did when you pulled the trigger but anyone that has been around for a while knows how quickly this one can turn and how dangerous it is to hold through earnings. I was thinking along the same lines but decided to hold given the new BOD committee and all that entails.

  • Reply to

    Buy Buy Buy

    by iazkor May 29, 2015 3:01 PM
    marty.chilberg marty.chilberg May 30, 2015 3:10 PM Flag

    Hey Indy-Good recap on the pool guidance. Mgmt really screwed up their guidance on the short term impact as well as the opportunity to discuss how it would impact their margins and ASP. classic SQNM

    Likely won't know for some time whether this was a good deal or if SQNM sold the farm to ILMN for the price of fertilizer. Still seems like the right approach if they have a winner on their hands with liquid biopsy or Karyotype but neither feels like a short term big win. Too many players in the liquid biopsy and not enough info for the high risk diagnostic value of karyotype and whether they will be back to the reimbursement wars on launch.

    The sequeSaga continues unabated.

  • marty.chilberg marty.chilberg May 17, 2015 10:45 PM Flag

    New Hampshire has had a similar track record with Fairpoint. If you'll recall, NH was noted as one of the 3 states Maurice called out as recent RFPs in their pipeline. Here was a recent PR on the issue:

    New Hampshire refused to approve a $13 million contract with FairPoint to provide phone and Internet service to the state

    N.H. move comes less than a week after Maine U.S. Rep. Chellie Pingree raised questions about FairPoint’s fitness to fulfill government contracts

    Widespread service outages have plagued FairPoint customers during strike that’s now in its tenth week

    CONCORD — New Hampshire refused Tuesday to approve a $13 million contract with FairPoint Communications to provide phone and Internet service to the state, according to the Associated Press.

    The state’s commissioner of administrative services withdrew the five-year contract prior to Tuesday’s Executive Council meeting, when councilors were scheduled to debate it. The five-member council is an elected body that works in conjunction with New Hampshire’s governor.

    The two unions representing workers at FairPoint issued statements Tuesday about New Hampshire’s decision to delay action on the FairPoint contract.

  • marty.chilberg marty.chilberg May 17, 2015 10:40 PM Flag

    This announcement is several years old. Here is a recent update:
    Monitor staff
    Tuesday, January 13, 2015

    The Executive Council will vote on nearly 40 items at its meeting today, but that list does not include a controversial $13 million phone and internet services contract with FairPoint.

    The council was set to decide whether to approve the agreement in December. But after several councilors raised questions about FairPoint’s ability to meet the terms of the contract, the Department of Administrative Services pulled it from the agenda, promising to bring it back for a vote in early January.

    But the questions have not fully been resolved, said Gov. Maggie Hassan’s spokesman, and so the item will remain off the table for now.

    “It makes sense to take the time to get this done right,” said Councilor Colin Van Ostern, a Concord Democrat. “I have had a lot of questions for FairPoint about their service levels in the state.”

    FairPoint has been engaged in a contract dispute with its workers and since October, nearly 2,000 FairPoint workers from New Hampshire, Vermont and Maine have been on strike.

    During that time, customers in the region have complained of service lapses, but the company denies the strike and service problems are related.

    The 5½-year contract set to come before the council covers telephone and high-speed internet services for all state government facilities and will be capped at $13 million.

16.83-0.17(-1.00%)Jul 31 4:02 PMEDT