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Given ImAŞing Ltd. Şti. Message Board

ou71764 140 posts  |  Last Activity: Jul 1, 2015 1:10 PM Member since: Feb 27, 1999
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  • Reply to

    What's the deal with the spread?

    by rocksoutdaily Jun 29, 2015 7:04 AM
    ou71764 ou71764 Jul 1, 2015 1:10 PM Flag

    Correct, I lost big overnight. I'm out. Even if the deal is voted down, the same mgt team will be in place and I no longer trust them. There are other REITs with high yields and it would just aggravate me to continue to see CSG in my portfolio. The irony of this "accretive" deal is that GPT is now down for the day also. So nobody wins except the slime who put the deal together.

  • Reply to

    We just got rear ended

    by sierra_whiskey_fife_niner_fife Jul 1, 2015 10:07 AM
    ou71764 ou71764 Jul 1, 2015 10:12 AM Flag

    I agree completely.

  • Reply to

    Merger

    by ou71764 Jul 1, 2015 7:23 AM
    ou71764 ou71764 Jul 1, 2015 9:39 AM Flag

    I wonder how much of the cost savings on the synergy of the combined companies will compare to the cost of the lawsuit.

  • Reply to

    Merger

    by ou71764 Jul 1, 2015 7:23 AM
    ou71764 ou71764 Jul 1, 2015 9:09 AM Flag

    You have to add the total dividends paid by both companies - then multiply by the percentage we get of the post-merger company. I think we take a 20%-21% cut.

  • Reply to

    Merger

    by ou71764 Jul 1, 2015 7:23 AM
    ou71764 ou71764 Jul 1, 2015 8:43 AM Flag

    You won't regret it. Shareholders were sold out for personal gain by the board and mgt.

  • ou71764 by ou71764 Jul 1, 2015 7:23 AM Flag

    This explains the selloff late-in-the day yesterday. I think it's better for Gramercy shareholders.

  • Reply to

    What's the deal with the spread?

    by rocksoutdaily Jun 29, 2015 7:04 AM
    ou71764 ou71764 Jun 30, 2015 1:27 PM Flag

    Based on the timestamp of your post, you were looking at the pre-market bid and ask. That's typical for companies that usually don't trade after hours - in other words, a meaningless spread. Look at other small companies and you'll see similar wide spreads pre-market. The bid-ask spread is normally .01 during the standard trading hours.

    I bought more shares today at 8.02. It's an interesting speculation for someone like myself who is content to take the dividend. I have every reason to believe they will proceed with a sale, and that it will be significantly higher than the current price. They were approached about selling the company unsolicited - they didn't go looking for a buyer - so they should be able to negotiate a good deal.

    The stock ran to the 8.20's when the company said they had been approached. So someone had done the math and decided that the buyout price would be higher than 8.23. How much higher, I don't know - just 5% higher would be 8.64. I hope it's 9-10. But whatever it is, it will be well above the current price. I would think 8.60 would be the low end of the range.

    But if they don't sell the company, then the current 6.35% yield is acceptable to me and I'll just hold the shares. Nothing that happens in Europe will affect CSG. And the Fed doesn't appear to be likely to raise rates aggressively for the next few years, so the current yield is attractive. I think the selloff in all REITs is overdone.

  • I had a buy order pre-market at 1.92 and I was disappointed that it didn't fill...then later in the regular trading, my order at 1.76 did fill, and I was sorry that it did.

    Sentiment: Buy

  • A deal may not have been signed between Walmart and Digimarc yet, but he would not have posted that unless it was a near lock that they were going to.

    There was a news story on CNBC today about Walmart revising its agreements with suppliers in order to cut costs. Sounded efficient to me. Nothing about barcoding in the news story, but it made me think that Walmart was getting serious about cutting costs, so barcoding could be next.

    Wegman's signed a deal with Digimarc and then appeared with Digimarc in their booth...if there was a "glitch" somewhere in the DMRC process or business model, Wegmans never would have done that. So if the technology works and can save Walmart tens of millions, there is no barrier to them to adopt it.

    Shazam signed up with DMRC about 6 months ago and already has major corporate customers. Central banks around the world have trusted DMRC with their currency security for over a decade. Digimarc stuff works.

    In the absence of some bizarre off-the-wall development, we likely have a major, major winner here. Pullbacks are inevitable. Especially after a big run up like we've had. But in the absence of negative news, I would use any pullback as a buying opportunities.

    Sentiment: Strong Buy

  • ou71764 ou71764 Jun 24, 2015 10:03 PM Flag

    It's a basher thread, jammer. No need to reply to them. The shorts have taken notice that they are on the wrong side of this trade. Look for a hack job in the near future. Buy the dip, assuming there is one.

  • Reply to

    Cowen reiterates $45 price target

    by byronangel Jun 24, 2015 9:11 AM
    ou71764 ou71764 Jun 24, 2015 9:34 PM Flag

    Good point twochief - without knowing the deals that are about to be signed or the revenue stream that will arise from those deals, who knows their rationale.

    Value, I agree - the last conference call was very upbeat - indeed, listen to Bruce. I got a kick out of Bruce's response to the Walmart CEO Instagram post...he must have been chuckling when he said he was glad to hear that they liked the product, as if it was news to him.

  • Reply to

    Que Pasa?

    by mscle34 Jun 23, 2015 9:19 PM
    ou71764 ou71764 Jun 24, 2015 2:56 PM Flag

    We'll see volatility and a trading selloff at some point...but from what level? It could be now - or the stock could run to $50 first.

  • Reply to

    Que Pasa?

    by mscle34 Jun 23, 2015 9:19 PM
    ou71764 ou71764 Jun 23, 2015 10:14 PM Flag

    True, not a surprise that Walmart would see the merits of adopting the Digimarc barcode. But it was a surprise to see the comments from the Walmart CEO out-of-the-blue today. Today is actually the first day that most shorts took notice. Shorts are trend followers. Before today, DMRC was in a broad trading range. As of today all shorts got email alerts today that DMRC broke out to a 52 week high on heaving volume. Serious covering is about to commence. :) :)

  • Reply to

    WalMart CEO endorses DMRC

    by lottaluckeh66 Jun 22, 2015 6:11 PM
    ou71764 ou71764 Jun 23, 2015 8:56 PM Flag

    Big day, but it's just the beginning. I don't have my assumptions in front of me now, but they were modest...I had a price target north of $200 per share on just Walmart's core 5 million unique products. Throw in other retailers and the larger universe of products - not to mention the Shazam deal and whatever else is in the works...and it appears that it might make sense to take the "over" on Byron's $300 price target. But it won't happen overnight. And kudos to Ed on this one...

  • Reply to

    WalMart CEO endorses DMRC

    by lottaluckeh66 Jun 22, 2015 6:11 PM
    ou71764 ou71764 Jun 23, 2015 8:50 AM Flag

    Wow, thanks, Lotta!!

  • Reply to

    Article on Digital Watermarking in "Plastics Today".

    by tact1234 Jun 18, 2015 12:20 AM
    ou71764 ou71764 Jun 22, 2015 12:43 AM Flag

    If would be nice if DMRC could be named in articles like this so people don't have to connect the dots. I get the "internet of everything", but DMRC isn't the only one in the game. To the investment world, it isn't obvious that this article refers to DMRC's barcode.

  • Reply to

    Yesterday's Close

    by cooter_brown Jun 19, 2015 11:08 AM
    ou71764 ou71764 Jun 20, 2015 7:11 PM Flag

    Wilson, I agree, the SEC could halt naked shorting and other manipulation overnight. Start by abandoning the 3 day rule to clear trades - they did in Europe. If the shares aren't in your account you shouldn't be allowed to sell. You don't need any time to clear a trade in today's world of instantaneous information.

  • Reply to

    Shorts leaving.

    by iwantoberich Jun 19, 2015 4:16 PM
    ou71764 ou71764 Jun 20, 2015 6:58 PM Flag

    I haven't been watching the trading recently - I agree with you, forgetabout - most likely a prearranged trade.

  • Reply to

    Yesterday's Close

    by cooter_brown Jun 19, 2015 11:08 AM
    ou71764 ou71764 Jun 20, 2015 6:50 PM Flag

    Truth, there is an interesting book from the 1950s that has become somewhat of a cult classic in world of investing literature - "How I Made $2,000,000 in the Stock Market" by Nicolas Darvas.

    I think it's a great book. I like first person accounts of how people made it, even if the strategies and techniques wouldn't work today. There is also a belief environment that goes with getting rich by investing - and that doesn't change over time.

  • Reply to

    Shazam images comes to France

    by tact1234 Jun 20, 2015 10:53 AM
    ou71764 ou71764 Jun 20, 2015 1:57 PM Flag

    Nice find, tact, thanks! The Q2 earnings release and conference call should shed more light on the financial arrangement with Shazam. It appears that the Shazam relationship is paying off already. I hope one of the analysts on the cc digs into this instead of focusing on the past like in the last call..