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Clearwire Corporation (CLWRD) Message Board

pdb3838 55 posts  |  Last Activity: May 25, 2016 11:42 AM Member since: Jan 20, 2006
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  • Reply to

    Time for ATH?

    by rogerharrysson May 23, 2016 10:26 AM
    pdb3838 pdb3838 May 25, 2016 11:42 AM Flag

    I've been saying arcam is under valued and based on its execution and potential in the 3d manufacturing sector, the pps should be much higher. It keeps growing as ER approaches and then dies, done this every quarter for a year hence my very profitable ER playing with hot shares as I keep all of my I vestment shares.

    Now we re having some nice movements, over a dollar per day for 3 recent days, and look at that volume today. Maybe, just maybe, the street and some of the nay sayers may realize that arcam is undervalued based on its execution and potential and all these nay sayers who lament the lack of announced sales, what they see or don't see in a video and their views that composites and other technologies will leap frog over ebm will shut up and realize that they, and their predictions that arcam was going to 10 and below, were just plain wrong. It will be refreshing not to have to rebut their laments and dire predictions for a while.

    Meanwhile lets see more of these dollar move days, decent if not good volume and arcam being recognized as the 3d leader, a position it deserves based on its execution. Look, arcam, both baby and papa arcams, have reached new highs unlike the rest of the 3d OEMs and lets give arcam its due, it is way overdue

  • Reply to

    Time for ATH?

    by rogerharrysson May 23, 2016 10:26 AM
    pdb3838 pdb3838 May 23, 2016 1:50 PM Flag

    Who cares why, I like you just like it. Two over one dollar moves in a row. Now that's my arcam. Couple of suggestions. Maybe the nearing volume production of parts might be a factor, maybe the suggestion that the material expansion bodes well for printer sales is a factor, maybe arcam was recognized as just oversold which it was or maybe it has something to do with technical analysis as one poster on the ihub board suggested. Regardless of reason, I'm just happy as I bet you are. GO ARCAM. Now for some more bulk orders. We need to top last quarters disappointing sales although the 4th quarter sales were great and can't expect home runs every quarter.

  • Reply to

    New powder mfg. plant

    by lovetoeatcandy123 May 20, 2016 9:39 AM
    pdb3838 pdb3838 May 23, 2016 1:06 PM Flag

    Well since I read it last week on the yahoo news feed and again on the ihub board it was certainly old news for me, cannot speak to you or others. And this is May 23 so we are talking 5 days which to me is old news as I've already posted about it and its meaningfulness about 5 times relating to how the materal expansion does or does not equate to number of printer sales. Plus after reading about the same thing without any additional context about 10 times, such news does become stale.

    But find it interesting that you felt it necessary to comment on that two word aspect of my post and ignored all the other much more meaningful content. But then, guess that shows what you choose to focus on.

  • Reply to

    New powder mfg. plant

    by lovetoeatcandy123 May 20, 2016 9:39 AM
    pdb3838 pdb3838 May 23, 2016 6:59 AM Flag

    Old news, but yes it does bode well. Expanding from 250 to 500 tons last year and now to 750 tones suggests there will be a lot more sales, both material and printers, just hope most are EBM and volume production in many companies starts soon.

  • I just recently reviewed a rough 6 month history of Drys PRs and GEs actions which have left Drys a shell. All these transactions have been between Drys and GE entities, you decide if they served drys well and have left drys a mere shell of what it was.

    First, drys sold a lot of ships to bring its total ship count way down but this was all before the 6 month period. Bet most of those ships were bought by GE entities at bargain basement prices but haven't checked into that.

    The 6 month period. Oct we were informed that drys bought 6 oil service ships from GE entities at high prices and accepted HUGE debt. This at a time when Drys had no money, was doing poorly itself, and the oil sector and petrobas was imploding and of course all of these ships were chartered, allegedly, to Petrobras. I say allegedly because I guess that ge knew that these contracts were week. In any event, drys did not have the money but bought these ships at high prices anyway and assumed a huge amount of debt. As of now, six months after this ill advised buy, the contracts for 3 of these support ships have been cancelled and the rest may leaving drys with a lot of debt and no income as GE got out from under. Drys bought these ships with borrowed money as it did not have enough to sustain its own operators. And from whom did they borrow, GE of course with the remaining ORIG shares as collateral. Around the same time GE cancelled his proposed buy of 3 caps from drys as he probably saw that he would get a better deal later as the shipping industry continued to worsen and drys had just taken on more debt from GE to make its ill advised buy of the 6 support ships to protect GE from their contract cancellations. Later, at probably a lessor price, GE completed the buy of the 3 caps and forced drys to sell all of its orig stock to a subsidiary of ORIG. Was this controlled by GE??? With money gotten from the 6 ship deal. So he saved money on the 6 ships and got ORIG if he controls the buyer. JMHO

  • Reply to

    New printer?

    by rogerharrysson May 3, 2016 4:25 AM
    pdb3838 pdb3838 May 17, 2016 4:06 AM Flag

    roger, looks like you may have been right. Whether we are talking about a tweek or significant improvements, arcam just announced its innovations and we already have 2 significant orders. Significant as Arcam thought it warranted two PRs even for single sales and they are right. Alcoa may be making ma ny individual parts with its EBM printers and LKN suggests it may be a bulk order over time as the company as determined to go with EBM exclusively. What I like most is that both sales suggest that EBM will be printing a lot more aerospace parts than just the annoiunced blades and that will equate to a lot of printer and material sales assuming the buyers buy arcam powder and don't make their own like Aero.

    Over all good news now lets see the volume and pps spike and arcam get to 30 which I think it deserves given its execution.

  • Reply to

    New printer?

    by rogerharrysson May 3, 2016 4:25 AM
    pdb3838 pdb3838 May 12, 2016 12:18 PM Flag

    Like it as well, shows more uses for ebm and that another customer likes the product well enough to by more. But why did this one printer sale for a basic aerospace part manufacture rate a PR announcement under arcam's new announcement policy???

  • Reply to

    only the beginning, more to come

    by mokhtaris121 May 12, 2016 3:04 AM
    pdb3838 pdb3838 May 12, 2016 12:16 PM Flag

    I agree totally with your sentiment Sure puts the laugh to the poster who says arcam's printers are junk and no body likes them. LOL

    It also veifies that ebm is useful for more in the aviation then ge blades. BUT I wonder why this sale was worthy of an announcement as it appears to be only for one ;printer and to a buyer who appears to be just another aerospace manufacturer. Why did it get special treatment unless LAI is something special in a way I don't know. Myself, wish arcam would announce every sale and to whom made so we can keep track of the potential successes of the company.

    But as I've said before always happy to see ebm uses expanded and like thefact that LAI is a repeat buyer which shows they like the product and have found uses for it

  • Reply to

    Junk Plus !!!!!!!!

    by invest3dprint May 10, 2016 9:02 PM
    pdb3838 pdb3838 May 11, 2016 3:53 PM Flag

    Oh the shorter clown is back. Didn't get enough with your idiotic beta max post as the stock has been up nicely so feeling the need to try again to save your little short. LOL Raising more idiotic points without any support or validation. So you know what will work and won't, more than the experts, little clown shorter. And so needy that you need to post twice here to try to get the pps down. LOL

    So nothing works, little clown. That's why customers keep buying more machines. Most of arcam sales are to repeat customers. Sure sign that the product doesn't work. RIght little shorter.

    You want to see proof, little clown. As if anyone cares about your failed shorting as the pps is up. But i'll give you some proof that arcam machines are ready for production. GEs say so and its subsidiary buying 10 machines for production. A lot more proof than you have provided to the contrary. lol.

    So most of the Q customers are not happy with arcam. Junk junk. Nice bald statements from the idiotic little clown shorter. On the other side of the coin are the documented repeat buying from cutomers and their formal written praises/. Sure tumps your unsupported rants.

    another clown to join my fan club of bald ranters and idiotic posters. SO easily refuted and shown up and so needy to post to support their shorts. Well I'll stifck to the repeat customers and new buyers who like the systems and give the short stick to the bald idiotic clowns like iyou. Hope yiou loose your shirt on your shorts as arcam has gone up since your original debunked post. LOL

  • Reply to

    New printer?

    by rogerharrysson May 3, 2016 4:25 AM
    pdb3838 pdb3838 May 10, 2016 2:09 PM Flag

    I sure hope you are right and we shall see. But disappointing that arcam gave back more than half of what it gained on the news on an up market day. Frustrating but I do like the improvements

  • Reply to

    New printer?

    by rogerharrysson May 3, 2016 4:25 AM
    pdb3838 pdb3838 May 9, 2016 1:55 PM Flag

    Not sure if this technology enhancement is the tweek that Rene promised or the real technology jump that we all hoped but glad it happened and a nice pps bump today. Hope you were right and now there will be a big jump in sales with this new technology, at least after a little while as the bugs are worked out. I like it.

  • Reply to

    News

    by growth_owner May 9, 2016 10:18 AM
    pdb3838 pdb3838 May 9, 2016 1:35 PM Flag

    Thanks for the reference. Will check it out and so much more efficient that repeating the entire missive as some seem the need to do.

  • Reply to

    CONSTRUCTION SPEED AND COST

    by ukmike8 May 5, 2016 5:14 PM
    pdb3838 pdb3838 May 7, 2016 12:32 AM Flag

    If not an investor, why waste your time here. Moreover, you are the joke as you have no comprehension or insight. Rust, what rust???? Idiotic. Built trains 1 and 2 much faster than other facilities. Idiotic 2. Actually have 2 trains as number 2 is ready for startup. idiotic 3 Revenue improved markedly. idiotic 4. So you take artifcles as gospel, no il in 20 years. Given than it runs about 90% of the world. I'll beliege it when I see it. Idiotic 5. I will take the money for 20 years then who cares as i'll have adjusted my portfolio by then. Idiotic 6. Given my portfolio profit here and I other stocks I've already proved my investment mettle which you admit you haven't as you are only a troll and not an investor by your own admission. idiotic 7.

    I rest my case little clown.

  • Reply to

    CONSTRUCTION SPEED AND COST

    by ukmike8 May 5, 2016 5:14 PM
    pdb3838 pdb3838 May 7, 2016 12:25 AM Flag

    Hey bookmark, haven't seen you here for a while. Looking good. No more Gary. Production has started as has exporting. Revenue nicely up as are earnings and so far only 7 shipments. Now we can really start moving and remember train 2 is coming on line faster than I anticipated. Looking good

  • Reply to

    New printer?

    by rogerharrysson May 3, 2016 4:25 AM
    pdb3838 pdb3838 May 6, 2016 2:43 PM Flag

    Yes, two complexities or facts. (1) Rene has stated that arcam is not focusing on new products or major technology enhancements. He is focusing on tweeks to improve industrialization. His words. I prefer commercialization but its the same. (2) This may superced number one. For a variety of reasons, customer and his style, Rene is close lipped about any arcam guidance and so he may be misleading us in number one but we won't find out about it till the product is on the market. He will not give us guidance or estimates. 3 or 4 CCs ago in response to a direct question, rene said there would be no technological enhancements till mid 2016 and now he is backing off that. But that's because he will not get pinned down on guidance

    We need news, sales positive outlook and guidance but Rene has shown to my chargin that he is not forthcoming on these issues as I've lamented for years. But on the otherhand rene does deliver on what he promises and arcam is executing unlike all of the other 3ders which is why its the only one really -making money and showing significant revenue increases. But this board does have its ignorant fools lke the one today which calls arcam the Betamax of 3ders dspite its execution, maing money and showing significant revenue increases.

  • Reply to

    Betamax**

    by invest3dprint May 6, 2016 8:31 AM
    pdb3838 pdb3838 May 6, 2016 2:29 PM Flag

    WRONG, you sure show your ignorance. As with others here, great on bald statements, little on facts. Hope you loose your shirt on shorting.

    Facts. EBM is faster than laser, many custormers more knowledgeable then you are buying the technology, customers say the ebm is muh faster than existing technologies and the mere fact that GE and other medical and aviation companies are buying the printers attests to its commercial viability. Trumps your unsupported nonsense. I also note that in addition to arcam customers voting for ebm with their pocketbook, arcam is the only 3d oem making money, showing significant increases in revenue and executing while all the other 3ders are losing money and not executing.

    Enjoy your shorting attempt, many here have bragged about shorting and how poory arcam wouild do as the pps has gone from 11 to 24. GOTCHA

    I

  • Reply to

    New printer?

    by rogerharrysson May 3, 2016 4:25 AM
    pdb3838 pdb3838 May 5, 2016 2:30 PM Flag

    I hope you are right, but doubt it. Like the posters who said that the leap was in full production based on 30 having been produced, sees bogey men in all PRs and articles and deadly competition like the EBAM and state that we will have no bulk orders, then 1000s when the GE order was announced and now few orders, I don't give much credibility to such posts.

    First, you did not even read the actual posts or seek any verification of the basis of the post. could have been talking about rabbits for all you know. Second, I have been around for a while and consequently give seeking alpha absolutely no credibility. ITs worse that Motley fool which is saying a lot. Third, what basis for the conclusion that arcam will be announcing an udate on a new fast machine when Rene himself said at the last cc that there was no impeding updates on hi res/hi speed technology improvements and that arcam was concentrating on tweeks on industrialization and efficiency rather than new products. That's what rene said as an attributable sourceand not some lots of activity on a site where you have not even read the details.

    So you can infer from sites you have not even read, shout conclusions based on no foundation and hope for the best.

    As I said, hope you are right but then the foundation for you post is even less than some of the bogey men posts I've cited. i'll rely more on rene who said no new products are on the horizon and if im wrong great. But like those other posters, bet i'll be more right than your pie in the sky hopes. Those are my comments

  • Reply to

    March 31, 2016 Earnings Report?

    by raymondkuzanek May 3, 2016 12:00 PM
    pdb3838 pdb3838 May 4, 2016 8:32 PM Flag

    But some of those shipments if not most were after or near closing of quarter and thus will not have a ER impact. No$$$$$$$$$$$$

  • Reply to

    New printer?

    by rogerharrysson May 3, 2016 4:25 AM
    pdb3838 pdb3838 May 4, 2016 1:43 PM Flag

    Yes, I have thoughts. i'm skeptical sadly. A few CCs ago rene said no new technology till mid 2016. Last CC he was negative on new printers or products with new technology per se, including hi res/hi speed, and said that arcam was focusing on tweeks to improve industrialization and commercialization and not brand new products Suggests that while capacity and speed might improve, and personnel training to enhance the effectiveness of the printers, no real new technological developments which would support waiting to buy printers are on the horizon. Hope you can provide rebuttal to this conclusion, but I doubt it as Rene was pretty clear on the cc.

  • Reply to

    ARCAM 1ST QUARTER EARNINGS PREDI CTIONS

    by pdb3838 Apr 18, 2016 12:18 PM
    pdb3838 pdb3838 Apr 25, 2016 8:41 AM Flag

    sure as APC cashes in not only on arcam's printer expansion but also on all those other companies expanding with metal laser printers as apc revenue only sells 50% inhouse and 50% to all those other metal 3d printer manufactures. Just wish we were selling more printers as some of these new laser companies are. But that will come as ebm gets more parts to make.