you should be happy the thing isnt trading under 20 cents at this point. hey, maybe the pathetic little company will finally make a penny a share. it has evaporated hundreds of millions of dollars of value to get it this point. you think a big mba could figure out a way to make an actual profit on 10 million in sales? the brand is dead and not going have investment, so why not make a couple dollars profit on 10 million in sales? i think the company could be run with 6 or 7 people at this point.
seems to have just shot itself in the foot. i dont go in much anymore. it is a grocery store with a better selection. the specialty departments are all in collapse. used to be a magical market and now not much to write home about. how do they not get it? the baguettes were great, now not edible. no clue what they are doing. cheese department staffed by people who dont know a thing about cheese. coffee guys are clueless. prepared foods are cafeteria quality. fruit and veg are good. but overpriced increasingly and unexciting. and staffed with stockers who dont know anything at all. deli? lol. same as safeway. go into zabars. take notes.
dogma, i believe the kombucha line is kind of done as a driver of growth for reed. they are not adept at marketing any of their products and the problems still persist from the launch. you can see it on the shelves. my concern is the soda category might be hitting a wall for reed. another brand is going to steal the big opportunities. celsius is a perfect example. it is ultimately a really easy business if you know what you are doing. chris doesnt and that is not changing. the stock will do ok since the product is good. but truth be told, this in not a good situation and the market is very concerned at the repeated failures. hence the devastation of the share price. investors no longer trust the company to succeed. it was so, so easy.
idiocy, sure. the wall street journal article was an obituary. goldman called it at $25. but according to you, mygn management is playing it just perfectly. your comments about men and prostate cancer are ridiculous and a straw man. mygn has been run by a guy who is retiring for years. they have been absolutely laid back about acquisitions. they have dropped almost a billion!!!! dollars on stock buybacks rather than advancing their science. what would a billion in biotech acquisitions 5 years ago be worth now? more than a stock trading at 52 week lows in the hottest sector in the world? i am the idiot for pointing out this stunning lack of planning? and the journal is very clear that the BRANDING is the key thing keeping mygn from being obliterated. tell the marketers of viagra that direct to consumer doesnt work. myriad would be idiotic to inform men there is another level of prostate test that could save their life or their prostate? wait for the government to bless it instead.
none of their relationships are strong. car companies will flock to a better or cheaper product once the UCs are incorporated in system architecture. the work with corning is comical to even mention. lovely. you are doing research. amazing. why wasnt the company doing it 10 years ago? 15 years ago? 5 years ago? so who cares about the research? no one. annoying.
bob, what do you have for us?
we have sex and avoiding death as selling points.
hmmm. so nothing to go on yet. damn.
sorry, sir, we are trying to find a leverage point.
hmmm. who is our target?
men in their prime earning years.
#$%$. we cant catch a break.
what is remarkable to me is the continued head in the sand on marketing and branding. as if they are above the fray. fire the PR agency. fire the marketing director. get myrisk and myriad branded as the gold standard for testing. or are they going to wait until they are under assault there too? prolaris? is prolaris not available for sale? where exactly on the scale of stupid is not letting men know about the possibility of not dying and not having their sex live ruined? reimbursement means little here. but, myriad marketing could not be less capable if a gerbil were in charge.
step 14. www.specialtyfood.com/news/article/bruce-cost-ginger-ale-pump-production-new-hq/ allow competitors with better or equal product to take market share you didnt bother to work hard enough to take.
and down goes frazier....
um, i think if you see 4.8, that would be disturbingly bad. really bad. you better see some wicked growth or there will be issues. you also need some good guidance. 30% growth will not cut it here. not off such a low base.
sune was a good call. i am not a player with super high pe stocks, as they are the first to get crushed when reality hits the markets. i would not have ever bought amzn or sune. but both have done well. i do not see mxwl in that camp now. two reasons. one, the adoption of UCs has been really really slow. they are not NEEDED for anything out there of financial impact. they just are not a key technology for anyone. as a result, plenty of other companies have had the chance to come up with their own UCs or battery improvements that make UCs not needed. tesla has the leading e car, but not a customer. if the market does take off, there are now a dozen other companies to absorb sales. UCs seem to be becoming less and less interesting and certainly not disruptive. LED lights are disruptive. Cree seems like a wow company. nope. too many competitors which cheaper solutions. margin compression will keep cree cheap. probably heading to $15 a share as a commodity producer with flat growth. and cree is vastly more innovative than maxwell who forgot to sell and forgot to disrupt and forgot to innovate enough. UCs are just not that hard to make and chinese companies are right there. the IP is slight. the manufacturing processes are not complex. mxwl has no moat left. can it get to $18 again? sure, with a big win. but there are no big wins for mxwl going to happen. they have not happened in the past. not upcoming either. car wins will be incremental and take years to build. but if you think mxwl can rebound to $7 on a trade, i agree. it will not go down in a straight line.
and i should have bought a year ago. but what keeps me away is the valuation. mxwl is worth 160mm with 140mm in sales. i think itkg at 70mm is a lot to pay for prospective sales that might not be profitable for a long time. if itkg were at half the value, i would be ok. but this seems so crazy high. thoughts?
but please, feel free to expound on how marvelous maxwell has performed for the last 20 years. is the stock trading at multi-year lows as a bluff? they are feigning weakness? this is one of the worst performing tech stocks in the world over the last year short of bankruptcy!! buy low is great advice. there is nothing to say that mxwl isnt going to have to re-org. and in a down market, this stock is at $2 now. fortunately, the market is at all-time highs. otherwise, maxwell probably would have gone a123.
150,000 in stock from a guy making $650,000 a year? is a small amount of stock. especially when that guy is president of the company and should have some actual faith in the company. so when a multi-millionaire buys $150k in stock, no, i am not impressed.
dont you love the system in place? work for a failing business, suck it dry of cash, move on to new business. i am glad i have not touched this stock. i do not believe they have a chance to establish themselves in the market. maybe a cree buys them for the software, but that could be a takeunder.
the ceo has not gotten a thing right yet. dont be so sure when one insider buys a small amount of stock.
well, no mention of ucaps by musk. and the architecture of the battery is already in place. maybe they go into some detail and it does use caps. but if uses someone else's caps, you can take maxwell out back and shoot it. you could be looking at $2 - $3 stock shortly as the excitement completely dies. then it will rally to $5 again. even a limited car announcement will mean little after those earnings.
really? he is? he is not sleeping? oh my. that could be bad. i heard he is engaged 30/8. setting a new record for engagement. does the stock need fictional pumping? are you that concerned or eager to sell?