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Bebe Stores, Inc. Message Board

pesotrader 10 posts  |  Last Activity: 21 minutes ago Member since: Oct 11, 2005
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  • Reply to

    Started drinking and...

    by onyxpig 23 hours ago
    pesotrader pesotrader 21 minutes ago Flag

    sorry, but nothing was fixed to where anyone will acquire Nuance. Ricci refuses to break it up and sell off pieces because without the medical imaging (the best piece imo) this company doesn't hold enough value to support Ricci's compensation or the stock price. too many competitors in healthcare ICD software and VR just isn't a big enough part of the solution, though dragon dictation is a good start and would do far better if allowed to spin off and interface with every other solution provider... but i get it... the tech is to intertwined as of now to allow that.

    but anyway, sell the patents to XYZ with license back to Nuance and sell the imaging division...
    nobody will buy Nina, not even Samsung... they could always turn to Google Voice
    printing solutions should have been sold to IBM years ago before it went downhill

    in-car VR won't happen in a big way until self-drive cars demands it... and doubtful that Nina will be the voice solution there.

    Q: Samsung out of the picture, exactly who wants the ENTIRE nuance company ?
    A: nobody... and Ricci will never give up his throne to break it up and sell off pieces.

    NUAN is kindof like an index fund... don't expect magic in a bottle and don't expect massive crash.

  • Reply to

    this thing

    by onyxpig May 2, 2016 10:17 AM
    pesotrader pesotrader May 2, 2016 1:40 PM Flag

    yep, and Icahn lost the battle the instant he signed the standstill agreement and joined the board. he gave up all his leverage for just a few extra shares with the two board seats. little did he realize that the NUAN board is perfectly satisfied getting overpaid and letting Ricci have his way. even the timing of Ichan's exit was bad... he should have resigned and made a tender offer (to force a sales process) when the stock was down around $13. Nuance would have been forced to react... possibly sell or spin off some assets. now, there's very little chance another activist gets involved with this company and tries to fight Ricci. only thing coming down the pipe is another MASSIVE restricted stock grant for Ricci to reward his years of devotion :-) but just like with WBMD, it took an Icahn exit before the stock could move up. unfortunately, Nuance dropped most of their cash already to buyout half of Icahn's stake so he'd have to dump the rest in the open market... and probably why the stock will be capped at $18 for a while. keep a watch on volume.

  • Reply to

    this thing

    by onyxpig May 2, 2016 10:17 AM
    pesotrader pesotrader May 2, 2016 11:19 AM Flag

    it's not done yet, but you're pretty close... Icahn is calling it quits and his existing position will be a hammer until he's completely out... Apple and Samsung aren't buying all the Nuance garbage just to get the one pearl... Ricci isn't leaving and he'll never split up the company... Too much debt and not enough growth in free cash to restart the acquisitions game... VR patents aren't strong enough to stop the competition... so INVESTORS must ask:

    1) where's the 20 percent growth we demand from a tech company ?
    2) when will the excessive executive compensation stop ?
    3) will Nuance lose out on VR in the car ?
    4) is there anything in development here to move the needle ?

    honestly, this company isn't going BK but it's also not going to the moon. it's not very exciting to either potential long investors or shorts. however, it's still a favorite options play. once Icahn is entirely out, then the smoke may clear on what Ricci will do next... until then, any pop above $18.20 and Icahn begins looking to unload.

  • Reply to


    by ssft_rules Apr 29, 2016 10:18 AM
    pesotrader pesotrader Apr 29, 2016 11:38 AM Flag

    it's not a surprise and the fact that they traded cash to get the only person out who provided a check-n-balance against the free rein of Ricci is why the stock is down imo. Icahn stopped the wasteful acquisition binge and share theft (by restricted grants) Ricci was on, but now the board is free to load up Ricci another $10M+ for his "retention and performance" bonus. manufactured earnings beat via share repurchase doesn't count for much as analysts will simply update their EPS models. too much debt here for Ricci to be wasting cash to play these temporary financial engineering games. if the executive (and board) compensation weren't so excessive, one might be inclined to believe the stock share count would actually remain at the level minus Icahn shares, but we all know better than to believe Ricci's stock grants will slow down. NUAN needs 20 percent QoQ growth.

  • Reply to

    CI exits Appl

    by onyxpig Apr 28, 2016 5:01 PM
    pesotrader pesotrader Apr 29, 2016 8:46 AM Flag

    If Icahn dumps AAPL entirely and takes $500M out of NUAN after waiting several years for it to move, what makes you think anyone would buy this company now? Neither AAPL or GOOG want this low-growth asset with so much is just the healthcare & imaging apps and have little to do with voice. This isn't a speech technology company... it's a mix-mash of different businesses. Sell the imaging to Samsung, spin off the healthcare app and let it pay license fees back for voice tech, same with the callcenter business... and what's left with Nuance isn't much more than the patents, which don't appear to have stopped GOOG or anyone else from reinventing voice algorithms using AI. my point is this... NUAN is basically just healthcare and imaging businesses that are stable, but nothing else in development or patents worth paying to own when it's cheaper to rent if needed. gotta get Icahn totally out and built back the cash before Ricci can start making overpriced acquisitions again. Icahn dumping at $18 is the pressure for now. gl

  • Reply to


    by opalockamishabob Apr 21, 2016 4:52 PM
    pesotrader pesotrader Apr 26, 2016 10:23 AM Flag

    Icahn has become tired of Nuance and just wanted his money back. For a couple years, his NUAN investment has been underwater and hasn't been worth his time. being headlocked by a standstill agreement he never should have signed. Apple will never buy Nuance and Samsung ran away as well, so icahn the dealmaker doesn't find NUAN interesting and he cannot even speak about it under his agreement. when the stock goes back up, he'll dump more stock but this time Nuance won't be able to buy it back. only after he gets out and the excess stock is absorbed in the open market will NUAN stock find a solid footing imo... but up after icahn exit is still my belief for 2017. gl

  • Reply to

    Paul Ricci wins again, forces Icahn to give up

    by pesotrader Mar 10, 2016 8:49 AM
    pesotrader pesotrader Mar 23, 2016 4:16 PM Flag

    maybe Icahn dumped his entire position shortly after Brett left the board and we'll find out Icahn knew the Google voice APIs were coming ? Nuance definitely loses if the Google voice APIs and platform stack are free. going after the amazon web services customers could also put google in a position where long-term it could impact enterprise customers (e.g. callcenters) that also use voice recognition technology. but for the near-term, only impact will be auto VR and mobile VR app developers which Nuance has thus far failed to capture in any meaningful way. can't wait to see the next Icahn sec filing.

  • Icahn dumps $500M in shares back on the company rather than the open market.
    David Schechter and Brett Icahn resigned immediately from the board of directors.
    The only move Icahn has left now is to dump his remaining shares on the open market.
    The positive side is that after the event, stock usually goes up after Icahn leaves :-)
    congrats shareholders, no activist on board anymore.

  • Reply to


    by onyxpig Feb 5, 2016 9:27 AM
    pesotrader pesotrader Feb 8, 2016 10:04 AM Flag

    yes, you missed the opportunity to sell.
    you complain about this CEO almost as much as I do.

  • Reply to

    Swift key purchase

    by ketam88 Feb 3, 2016 9:57 AM
    pesotrader pesotrader Feb 4, 2016 10:17 AM Flag

    same reason you post here. i follow and trade this disaster from time to time and potential small investors should be glad to hear different opinions.... and this company is a huge disaster with Ricci... they haven't been able to grow organically in over a decade and without overpriced acquisitions the revenues have stalled. meanwhile, CEO Ricci continues to be vastly overcompensated and even activist investors like Icahn have been handcuffed. some people here were foolish enough to ignore the fundamentals and bought way too high and yet continued to hold and wait to breakeven. while that's fine for you and them, i prefer to earn profits and keep them by trading with discipline. fundamentally, NUAN isn't a $20 stock with its current growth curve.

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