I read the release, it seemed to imply there were material quality issues with that supplier. The first question for an investor is their ability to choose and manage vendors.
But, more to the current issue, the press release did not say those material issues were resolved, or say much about them. I hope that the issues are more manageable that this release lends me to fear...
a glimmer of optimism? Well, TSL is off 1.4% today, and HPJ is off 6.8%.
You are right about thew growth potential. That is why I said, in posts 30 days ago or so, that HPJ won't recover till Q1, when they rept, and, hopefully, that growth potential will become more evident.
Till then, batten down the hatches!!
The logic of some investors just amazes me.I like GERN's chances, and have a small position. But:
You like it when someone has more skin in the game than you do?
Just be clear about the skin JnJ has in the game. $30M so far. JnJ has a $300B mkt cap.
JnJ's "skin in the game" is so small, it is not even a rounding error. I used to try to sell to JnJ, a few million was like chump change to them.
JnJ is good for GERN, but I bet their "skin in the game", as a percent of their mkt cap, is less than 99% of the people on this MB, when the value of their shrs are compared against their total portfolio. So, I think we all have more "skin in the game" than JnJ.
You need to sell QTWW and buy mut funds.
What do they make? Tanks for NG, for trucks.
Why do people buy NG trucks? Bcse oil was so expensive.
Now, in case you have been in space for the last 2 months, oil is cheap, and people think it will stay that way for a year or more.
So no one will buy NG trucks. NO ONE!!!
That wasn't so hard, was it?
Chinese govt steals secrets, Chinese companies steal money, IP, and anything else they can.
Americans need to wake up, and stop buying Chinese goods.
Boy, I was afraid I was dating myself!!
I bot a Apple IIc, based solely on a demo of Visicalc, the very first spreadsheet. It was a stunning demo, the sls guy sets up a bunch of data, with a lot of formulas, and then changes 1 number, hits the return button, the sheet re-calcs, my jaw drops, and the sls guy asks for the order.
I shd have kept that machine, it's worth more now than what I paid for it!
oops, does anyone remember Lotus? Lotus 1-2-3? Mitch Kapor? Kind of old stuff anymore...
Ha, true story, I knew a guy who was selling to Lotus, went there for an appt one day, saw about 8 IBM guys signed in, he cancelled the appt, said he felt ill, went back to his ofc and bot Lotus shrs.
IBM bot Lotus about 2 weeks later....
Ha! HA! HAHA!
Idiots like me? From a guy who has a screename of bagholder? may I remind you that I sold 1/2 of my HPJ at 7.20 in the PM a week or so ago, and those shrs were bot at 7, after selling my 6 buck shrs at 8+.
So HPJ is down about 30% from my sale, you still hold it, and you call me an idiot? Just a suggestion, buy a mirror.
And you still have your HPJ and call people names?
I agree that HPJ has been sold off pretty hard.But to say nothing is wrong at all?
Compared to US balance sheets, their receivables are almost a whole Q, where a US company usually has 45-50 days of receivables. Plus, their AP is considerably higher than any US company of comparable size.
Small US companies use DSO, Days sales outstanding, to measure financial responsibility. HPJ is probably at 120, 90 is a sin in this country, 45 is great.
Last, their profit margins are lousy.
Small profit margins and a questionable balance sheet items are things that worry investors.
It is difference like these that cause US investors to be wary of China stocks. They wonder what deals are being made that are not reflected on the balance sheet. Special terms, etc?
First, you can't place a lot of credibility in those 2015 EPS est by 2 analysts.
Second, it's 5.20, glad I sold, but not buying back now, with the energy mess, things could go from ugly to much worse.
POST THAT IN CAPS,PLS!!!!
I know this, and with some simple math, you can figure out that the seas have been rising about 1/4"/yr for 10K yrs, and there weren't even any humans around for most that time!!!
In 100 yrs from now, the seas will not rise at that rate. But the alarmists claim that they will, and it is the fault of human activity.
They are wrong on how much it will rise, and why it willrise!!!
I have a longer term position, had sold 1/2 of that at 7.20 on the recent spike, tried to buy it back for a trade, and I never let trades go down too much.
China energy stks got killed today, maybe HPJ was just an innocent bystander, but again, when I buy for a trade, I don't let losses accumulate.
Holding those LT shrs...for at least 7.20!!
it's 3 bucks bcse it's been around forever, and to be around forever with no profits, they keep issuing more stock, they have something like 173M shrs outstanding, and a lot of people have lost a lot of money in GERN.
Pls tell me about Adam F under investigation, I didn't hear that.
But you know he's just a wannbe who has a big platform, that, to his credit, he built for himself.
What about being under investigation? By who, when, about which stocks?
I am a long who has a significant MDVN position from below 50. TKAI is my technology hedge, and the $ I have in TKAI are not 10% of what I have in MDVN. But, as news develops, I will add.
Since it's such a small position, I don't follow the news, the action of the stock tells me what is going on. But, I thot maybe the first poster had some news that I was unaware of.
MBs are all about asking for help.Want some? Don't be a jerk your whole life.