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Pacific Sunwear of California Inc. Message Board

o08o.ugh64w 161 posts  |  Last Activity: 1 hour 15 minutes ago Member since: May 13, 2011
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  • Reply to

    Bruce K

    by eyegeewhiz Oct 1, 2014 2:03 PM
    o08o.ugh64w o08o.ugh64w Oct 1, 2014 2:12 PM Flag

    He's in it for the long haul and he knows how these things go.

    Absolutely no way he/Caxton would have invested the amount of money they have without a very high level of confidence.

  • Reply to

    Look at the 5 yr. or max SNTA prices

    by prestwood25 Oct 1, 2014 5:55 PM
    o08o.ugh64w o08o.ugh64w Oct 1, 2014 6:02 PM Flag

    prestwood - you need to change your Y! id to "cajones_of_steel"

  • o08o.ugh64w by o08o.ugh64w Sep 29, 2014 1:27 PM Flag

    and you will have your shares at a 20% discount to what Bruce last paid in April.

    The share price here is irrelevant - it's low. Maybe it goes lower - who cares? When the masses come back again, the shares will go higher - much higher. As news begins to flow, shares will go higher.

    For months people were posting here how the shares weren't going higher because there wasn't a CEO installed. Now there is - you got what you want. Now, just because the shares didn't go up immediately, everything has changed? Maybe it was a small case of buy on the rumor, sell on the news? Now that there's a CEO, what's to look forward to?

    If you have no patience, as others have said - sell and move along.

    The entire market is weak currently - SNTA shares are not really performing much differently from most other small caps and biotechs at this time. Further, being the latter part of September, certainly end of quarter window dressing is taking place.

    The investment thesis has not changed. You will not see Bruce/Caxton selling shares. If anything, we may see him soon hand over another $5 million to the company to get more shares at the current price level.

  • Autumn/Winter will be here soon.

  • I previously mentioned my thoughts, yesterday I saw my vision on the shelf at Walgreens.

    Go and google for AllergEase.

    There it is - the solution to our problem.

  • o08o.ugh64w o08o.ugh64w Sep 30, 2014 11:20 AM Flag

    "And she has not said a word."

    It may also be the case that at this time, she may be prevented from saying anything - for example if company was in negotiation for a partnership. Not saying that is the case, but there could be something going on behind the scenes that we do not know about at this time which prevents her from making a statement. That would explain a lot - wouldn't it?

  • Reply to

    fast track data

    by jcal4uhealth Oct 1, 2014 3:22 PM
    o08o.ugh64w o08o.ugh64w Oct 1, 2014 3:27 PM Flag

    Look at the timestamp of his filing and look at when the shares spiked.

    You are wrong.

  • o08o.ugh64w by o08o.ugh64w Oct 1, 2014 7:41 PM Flag

    One of the only authors on Seeking Alpha which does a good job (in my view) published an article on ULBI last night - it was a PRO article which they release to paying subscribers 24 hours before common folk (like me).

    Anyhow, the author is realistic/conservative and leans towards value oriented stocks. He did a good job with the article and assigned a conservative price target of $5, based on conservative forward estimates - notes along the way for a number of catalysts which could provide upside surprises. Most everyone here knows everything he discusses, but it's nice to see someone take an interest and write an article.

    Take a few minutes and read through the article - it's a good read.

  • Executed better than expected for the quarter. Decent outlook. Next quarter has losses lower than current estimate. CEO is very strong and has the right plan for moving forward.

    This is a turnaround play - it's expected that there would be a few soft quarters. The company is doing what's necessary to return to long-term growth/profitability.

    Book to bill 1.26
    Backlog up

    The way to play these is by buying slowly on the way down - don't shoot your wad all at once or you will be extremely disappointed if you don't catch the absolute bottom.

  • Reply to

    Buy now

    by o08o.ugh64w Sep 29, 2014 1:27 PM
    o08o.ugh64w o08o.ugh64w Sep 29, 2014 2:22 PM Flag

    He would buy directly through SNTA because it's real easy to have a single transaction at a fixed price as opposed to buying 1.5 million shares in the open market over an extended period and moving the price with your purchases.

    I assure you, short-term technical games like a short squeeze is not his objective. More folks would just short at higher prices. What is going to drive the shares higher are results - we know thus far the results are good and very promising. As we get further down the road, more trial/study results will be coming in, and that is what is going to drive the shares higher and provide strong support going forward.

  • Earnings and press release speak for themselves.

    Red ink to flow, lots more shares to be issued and thus dilution. More legal fees coming.

    Thanks for the gains/profits over the past year Ted - I really appreciate it, but I'm not going along for this ride with you.

    Good luck to all who stay - I wish you nothing but success with this investment and all others.

  • o08o.ugh64w by o08o.ugh64w Oct 16, 2014 4:33 PM Flag

    Iteris Reports Fiscal First Quarter 2015 Results

    - Record Roadway Sensors Revenues Up 20% -

    Fiscal Q1 2015 Highlights vs. Same Year-ago Quarter

    · Total revenues up 6% to $18.1 million
    · Roadway Sensors revenues up 20% to a record $9.0 million
    · iPerform revenues up 15% to $1.4 million
    · Transportation Systems added $10.1 million in new contracts

  • Reply to

    Kovner just bought 300,000 more shares on 9/30.

    by stackman68 Oct 10, 2014 11:37 AM
    o08o.ugh64w o08o.ugh64w Oct 10, 2014 7:37 PM Flag

    Of course $840,000 won't make or break him - but having upwards of $200+ million invested in SNTA between his personal accounts and Caxton will certainly hurt should things not work out.

  • Reply to

    Santa Holding up

    by rayzz1001 Oct 15, 2014 1:53 PM
    o08o.ugh64w o08o.ugh64w Oct 15, 2014 2:53 PM Flag

    an extremely good showing indeed.

  • Shares do not include any future potential at this time. They are being priced as if we were in early 2013 and the company has much more going for it today.

    People should listen to the conference call, read the transcript and consider the numbers Abbas was talking about with regard to subscription services. This is a huge recurring revenue stream that's out there.

    Beyond that, the company has many irons in the fire at this time and even if only a few actually bear fruit, there is going to be a huge payoff.

    Shares are significantly underpriced here. Anything below book value is like shooting fish in a barrel.

    Company continues to perform well in spite of the hurdles placed in front of them - like this accounting/CFO mishap. Six months from now, when we are in spring/summer of 2015 it will be forgotten history.

  • Reply to

    Insider selling:

    by valuebambino Sep 13, 2014 10:25 AM
    o08o.ugh64w o08o.ugh64w Sep 13, 2014 3:29 PM Flag

    Director who only held a small number of shares to begin with.

    If Popielec, Fain, or Whitmore/Sunray sell shares I might be more interested.

  • Reply to

    MARK ANDERSON insider sale. 90K

    by richardred1 Sep 17, 2014 9:48 AM
    o08o.ugh64w o08o.ugh64w Sep 19, 2014 5:08 AM Flag

    yes - I answered in reply to it last night on the other thread with subject INSIDER SELLING.

  • Reply to

    Insider selling:

    by valuebambino Sep 13, 2014 10:25 AM
    o08o.ugh64w o08o.ugh64w Sep 18, 2014 9:56 PM Flag

    bambino - sorry for the delay getting back to you on this.

    yes, the cash conversion cycle is obviously directly related to the inventory. Phil explained this on the conference call and indicated they are going to be on top of it to get it down...

    Philip A. Fain

    No, it’s certainly can’t be Gary. The situation that we are currently in is the – the timing between receiving an order and shifting an order based on some of the items that are backlogged in contracting for comms systems has caused our inventory to creep up a just a little bit over the end of last year, but our target is going forward is not to carry $27 million of inventory – is to bring that down rather significantly.

  • o08o.ugh64w by o08o.ugh64w Sep 23, 2014 9:48 AM Flag

    5000 shares between $1.23 and $1.25 on Friday last week.

  • Reply to

    selling is too deliberate

    by snogreen Sep 23, 2014 8:47 PM
    o08o.ugh64w o08o.ugh64w Sep 24, 2014 11:18 AM Flag

    The reasons they bought at $2950 is because:

    1. If they had bought back in the open market, it would have taken forever to do it
    2. Had they wanted to buy that many shares relatively quicky they would have driven the price up much higher than that
    3. They believed that $2950 was a fair value at the time

    Market obviously agreed with the logic as the company were only able to tender about half of what they were prepared to buy and shares then went up past $3100 afterwards.

    As far as the remainder of your post - right on - plainly obvious to everyone that's, the rest of the market should be able to understand such obvious things.

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