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Liberty Global plc Message Board

o08o.ugh64w 45 posts  |  Last Activity: 8 hours ago Member since: May 13, 2011
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  • Reply to

    Double whammy - atrocious timing here

    by eiretekk Aug 25, 2015 10:48 PM
    o08o.ugh64w o08o.ugh64w 8 hours ago Flag

    I'm happy that you have decided what's appropriate for discussion - maybe you should pick up the phone and contact the CEO to tell him?

    Your analogy to playing lotto is well off the mark...completely irrelevant.

    Providing outlook is appropriate for discussion on a conference call. The company is actually getting better as they provided Q&A this time and they have not previously.

    Would you prefer that company said nothing about their outlook going forward and just leave everyone in the dark about what there is to look forward to? Is it not common for companies to provide outlook and forward guidance? Is this the first company you've invested in?

  • Reply to

    Double whammy - atrocious timing here

    by eiretekk Aug 25, 2015 10:48 PM
    o08o.ugh64w o08o.ugh64w 18 hours ago Flag

    Because you have something called a sales pipeline. You don't just get a phone call from a customer saying "hey, I want to buy a million dollars worth of stuff". The sales process begins months in advance before an order is actually signed. They can get a feel how things will go based on what the sales pipeline looks like today - where things are in the pipeline, the types and how many inquiries they get, and again their knowledge of the sector.

  • Reply to

    What ya say now ted10054 ??????

    by rloos15 Aug 25, 2015 3:31 PM
    o08o.ugh64w o08o.ugh64w Aug 26, 2015 2:28 PM Flag

    I appreciate your situation, however, you don't appear to be a very good investor by some of the things you are saying. For example, for some reason, you have an idea that because the backlog was at a certain level at some date in the past, the fact that backlog is at the same level today should dictate a share price the same as it was at the previous point in time. Why would you believe that? Share price is a function of many parameters - most importantly what another person is willing to pay for the shares. Under current market conditions, for the performance company has turned in since $13/share, are the shares not justified being at $5?

    As far as why the share price went from $13 to under $5, has the company been posting losses? Have sales been down? For a small cap stock with a low float, that will knock the shares down a good amount.

    Since your posts have gotten louder over the past week or two, the shares moving lower is directly related to the market and specifically small caps moving lower.

    Again, sympathy for your situation, but don't blame ted or anyone besides yourself.

    Good luck wherever you decide to reinvest the remainder of the money.

  • o08o.ugh64w by o08o.ugh64w Aug 26, 2015 1:07 PM Flag

    7200 @ $4.87

  • Reply to

    What ya say now ted10054 ??????

    by rloos15 Aug 25, 2015 3:31 PM
    o08o.ugh64w o08o.ugh64w Aug 25, 2015 4:21 PM Flag

    with all due respect, are you not aware of what has been going on in the market this past week? were you expecting that MFRI shares would buck the trend of the market and move higher while everything else is getting clobbered?

  • Reply to


    by rloos15 Aug 21, 2015 10:36 AM
    o08o.ugh64w o08o.ugh64w Aug 21, 2015 4:20 PM Flag

    though I appreciate your situation, again, in a market like we had today, you really can't complain.

    just in the past week we've seen 1000 points come off the Dow.

  • Reply to


    by rloos15 Aug 19, 2015 3:44 PM
    o08o.ugh64w o08o.ugh64w Aug 19, 2015 4:52 PM Flag

    as difficult as it is, you can't fault the company/stock for days like today...most everything was going to go down regardless of the individual situation.

    insiders were buying in December in $6.00 to $6.75 range. unfortunately, they can't be buying right now because it is restricted period between end of quarter and the earnings announcement. if they were allowed to be buying, I think with near certainty that they would be.

    I'll be averaging down as low as folks want to sell their shares. volume is miniscule, so it's just weak hands at this point. I was pruning my holdings over past couple months, so I have lots and lots of dry powder for this whole market correction. I was having a field day picking and choosing what to nibble on...and I did also take a little MFRI near end of the day.

  • o08o.ugh64w o08o.ugh64w Aug 18, 2015 5:12 PM Flag

    there were much better bashers here last time around.

    you won't be here in 3 months and shares will be back at $9.

  • o08o.ugh64w o08o.ugh64w Aug 18, 2015 2:45 PM Flag

    "The larger shareholders are watching very closely..."

    As if you have the inside track to know what the larger shareholders are doing?

    Too funny.

  • o08o.ugh64w o08o.ugh64w Aug 18, 2015 9:25 AM Flag

    the recovery in share price.

    Thad said they would be very focused on closing deals in Q3 and Q4, and this is him beginning to deliver on that.

  • Reply to

    AMPCO how low will it go?

    by moneyisthesolutiontoeverything Aug 17, 2015 4:36 PM
    o08o.ugh64w o08o.ugh64w Aug 17, 2015 7:49 PM Flag

    yeah, I think if the shares get down to $9, at cash value, there are going to be lots more people buying as well.

    at what point does the company become a takeover candidate? even today, with the strong balance sheet and posting small losses, you'd have to believe that there is some company out there eyeing the situation.

  • Reply to

    AMPCO how low will it go?

    by moneyisthesolutiontoeverything Aug 17, 2015 4:36 PM
    o08o.ugh64w o08o.ugh64w Aug 17, 2015 5:05 PM Flag

    "with as little #$%$ million."

    apparently the Yahoo dirty language filter has a bug in its mistook $5 with "as" in front of it as bad word.

  • Reply to

    AMPCO how low will it go?

    by moneyisthesolutiontoeverything Aug 17, 2015 4:36 PM
    o08o.ugh64w o08o.ugh64w Aug 17, 2015 4:53 PM Flag

    the trading in the shares is ridiculous...most of the trades during the day are under 10 shares. seriously they just sell a couple shares at the bid all day long. sure, every now and then someone buys 100 or 200 shares, but then whatever the bid is, sell some number of shares less than 10. more often than not, the real people/orders are getting faked into selling.

    just have to go with the flow and slowly acquire as low as they want to push the shares.

    company can swiftly put an end to it by announcing a share buyback - with as little #$%$ million. should the company buy back shares, it is the equivalent of making the dividend yield on the cash used...and it would be tax free.

    at $12.00 it is 6.0% dividend.

  • Analyst estimate for current quarter is revenues of $11.5 million with EPS of 12 cents/share.

    Company has provided guidance of :

    Third Quarter 2015 Financial Outlook
    inTEST expects that net revenues for the third quarter ended September 30, 2015 will be in the range of $9.0 million to $10.0 million and that net earnings will range from $0.03 to $0.07 per diluted share

    There seems to be a disconnect here. Should analyst not adjust estimates lower and company perform to their stated guidance, the shares are going to be unjustly hammered.

    Further, EPS of 3 to 7 cents/share is below year ago quarter.


  • o08o.ugh64w o08o.ugh64w Aug 15, 2015 3:47 AM Flag

    If they get an offer, and the price is right, the company will be sold. Management owns enough shares that it is obvious. Their objectives are aligned with shareholders, because they are the largest shareholders. Again it's obvious.

  • Reply to

    Mediocre quarter.

    by eskine212 Aug 13, 2015 12:39 PM
    o08o.ugh64w o08o.ugh64w Aug 14, 2015 4:33 AM Flag

    a share buyback at this time makes lots of sense. as mentioned on the call, a dividend could be another option, but the share buyback is better from a couple views.

    1. dividend is taxable to shareholder now, buyback increases the value of remaining shares and pushes the gain off into long term capital gains

    2. reducing share count while the shares are low is much better than companies looking to use the buyback specifically as a mechanism to keep their shares inflated at a high price. many big companies are using their cash piles for this or taking on debt to do this. invariably it fails because their shares were artificially inflated at the high price to begin with.

    3. reducing share count during a low profit period provides extra momentum when profits pick up again.

    4. repurchasing shares when the price is below book value is a no brainer. book value is increased. remaining shares are more valuable.

    5. as mentioned on the call, and obvious to anyone following the company over the past two years, management is fully invested owning a significant number of shares. they've done the hard work turning things around. now they just need to continue to perform and it will pay off in a big way for all shareholders. it's just a matter of time for when the sector turns higher again.

    6. a caller mentioned Ladenburg Thalmann in his question. if you compare the financials of NHLD with LTS, it is clear that NHLD is doing a better job. at some point, the market comes to its senses and realizes this. in the short term, people get distracted by Frost buying LTS shares all the time and get all excited. it happens with all of his companies - he has a halo around his head and naïve investors believe everything he touches turns to gold. LTS is overvalued and has been for the past couple years, solely because of Frost.

    7. NHLD is a buyout candidate with the shares so low. the company is strong and in a good financial position. they don't need to go looking for a savior.

  • o08o.ugh64w by o08o.ugh64w Aug 12, 2015 4:24 PM Flag

    Anything that generates new revenue streams and adds to the bottom line is good.

  • Reply to

    interesting trading, some big blocks at 1.20

    by soccertese2006 Aug 3, 2015 10:44 AM
    o08o.ugh64w o08o.ugh64w Aug 10, 2015 10:33 PM Flag

    there were more today...I tried to post the blocks with timestamps, but Y! removed the post.

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