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pajacobsen 3 posts  |  Last Activity: May 13, 2015 2:23 PM Member since: Aug 9, 1999
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  • Reply to

    Currency, summary, and forecast.

    by p_a.jacobsen May 11, 2015 10:36 AM
    pajacobsen pajacobsen May 13, 2015 2:23 PM Flag


    Since the results from the acquired +50 bodies are not included in this quarter, but will be in next, we might actually end up with a "surprise" for the analysts.



  • Reply to

    Back in...@2.37

    by koto_no1 May 12, 2015 12:29 PM
    pajacobsen pajacobsen May 12, 2015 2:10 PM Flag


    This does not look like panic selling at all. Rather it looks like a planned sale of +500 thousand units.

    At this volume a per share price drop of $0.30 is not bad. Certainly, in the past, we have seen bigger drops on fractions of this volume.



  • pajacobsen by pajacobsen May 6, 2015 2:29 PM Flag


    First, is it reasonable to expect earnings to be out on 5/14/15?

    Second, I found the year-end earnings call to be quite unusual. The 300% growth bantered around, for instance, was really hard to quantify because the team were unwilling to reveal the base number, i.e. the number of units sold in the quarter (I can't use the term coy here, because they were pressed pretty hard and did not provide a simple numerical answer,) leaving it to the imagination what 300% growth in sales really means (for the record, when pressed, the answer was that the number of units sold was "not material," which to me means unit count in the 100s, making 300% growth pretty meaningless.)

    So, for me, the 300% promised growth is not what is interesting (and, in fact, I have some doubts as to whether or not the team understands how to sell high-volume enterprise class sales and whether or not the team knows how to manage a lot of cash-flow.) Rather the interesting thing about Vuzix is whether or not the technology is transferable in some way, form, or shape, and if so, whether this will translate into a significant gain in the market capitalization for the company.

    Currently, my operating assumption is that the Intel infusion of cash is a validation of such transferability and associated gain, and my short term hope is that the market will react positively to the improved balance sheet at Q1 earnings time. If we can get an uptake at the earnings release time (based on the Intel cash only,) we will be fine and can wait to see what happens over the year.