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Black Diamond, Inc. Message Board

peter_norths_proctologist 454 posts  |  Last Activity: Nov 22, 2015 2:56 PM Member since: Feb 15, 2002
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  • peter_norths_proctologist peter_norths_proctologist Nov 22, 2015 2:56 PM Flag

    Furbush, now that management has walked back their previous pump press release in which they stated that they are the lead contractor for the pending mega-deal, do you still think management has any credibility left at all? This could possibly be the least credible management team I have ever seen in 20 years of investing in micro caps.

  • peter_norths_proctologist by peter_norths_proctologist Nov 21, 2015 4:48 AM Flag

    Pretty alarming drop-off in zipper sales in Q3. The conference call was interesting. Seems like the CFO is in control. I liked her direct answers. No dodging. They see 100% annual growth in Tekfit sales for the next few years. Meanwhile zipper sales are tanking, but may stabalize in 2016. Their explanation for the rapid decline in zipper (mass market weakness) is not comforting, and has been an on-going problem for over a year. Why should we believe it will stop? This isn't clear. Furthermore, the specialty zipper clients were supposed to buffer the lost revenue from mass market. That strategy has yet to prove itself. And lastly, their Trim segment shows stability. Worth watching for Tekfit.

  • Reply to

    Where has the volume gone Mr.Gomes?

    by blubbervideos Nov 6, 2015 4:46 PM
    peter_norths_proctologist peter_norths_proctologist Nov 8, 2015 7:20 PM Flag

    Gomes shouldn't say anything else because his previous timing predictions have failed and nothing he says can be taken seriously. He would do well to keep his mouth shut and hope his subscribers forget all the failed predictions he has made.

  • peter_norths_proctologist by peter_norths_proctologist Nov 1, 2015 7:10 AM Flag

    I thought that's what Chipotle customers want?

  • peter_norths_proctologist by peter_norths_proctologist Nov 1, 2015 7:06 AM Flag

    Or is that considered a trick?

  • peter_norths_proctologist peter_norths_proctologist Oct 28, 2015 1:05 PM Flag

    So I take it if the deal doesn't close by the end of Q4, you would still trust in management and buy into their next excuse. Good luck with that. I say Q4 or never.

  • Management's credibility already took a hit when the deal was postponed the first time. If the deal is postponed again, no amount of creative excuse-making will save this stock. They have eight weeks to close before the door closes on this company. PTT Reseaech believes in management's explanation for failing to meet their original timeline. Nowhere in the analysis is the word "credibility" even mentioned. PTT witnessed the stock sell off on the news that the deal had been delayed, and they blame the sell-off on "irrational" investors. That's right, it had nothing to do with management's damaged credibility. But as usual, money talks and Bull Sh-t walks. This could turn out to be an expensive lesson in OTCBB warning signs for the uninitiated. Credibility is not some small thing. In fact, it is everything.

  • peter_norths_proctologist by peter_norths_proctologist Oct 22, 2015 2:47 PM Flag

    Red flags all over the place.

    Sentiment: Strong Sell

  • Karma has never tasted so sweet.

  • peter_norths_proctologist by peter_norths_proctologist Oct 22, 2015 6:30 AM Flag

    I love watching arrogant hedge fund managers dig in their heels in defiance, until it's all gone. Andrew Left is a forensic stock fraud expert who knows every accounting trick in the book based on decades of professional experience from the dark side. Ackman thinks he did enough due diligence that he doesn't need to second guess his investment in VRX. His narcissism could be the ruin of him. Never bet against Andrew Left. It's like playing Russian Roulette with five bullets.

  • peter_norths_proctologist by peter_norths_proctologist Oct 22, 2015 12:25 AM Flag

    Andrew Left owned Ackman at his own game. Gotta love it. Now Ackman is the one holding a bag of fraudulent paper. What goes around comes around.

  • Reply to

    Why aren't insiders buying more often now?

    by br2012a Oct 20, 2015 5:16 PM
    peter_norths_proctologist peter_norths_proctologist Oct 21, 2015 12:30 AM Flag

    Agree, they should be buying on the open market if they have any faith. Although, the directors did buy a large chunk of the company at $.09 when the preferred shares were taken out.

  • peter_norths_proctologist by peter_norths_proctologist Oct 14, 2015 7:50 PM Flag

    Zipper innovation
    Since its inception in the 1980s, California-based Talon has grown into a global company with facilities now stretching from Hong Kong to New York. It has expanded its three main focus areas of fasteners, trim solutions and Tekfit through innovation, and Dyne says the company is now hoping to offer something unique to the industry by “cross-pollinating” all three units.

    “We have the ability to share a lot of information across our various divisions, so we're looking at taking some of the Tekfit technology into the zipper industry, which would be completely game-changing,” he explains.

    “The zipper industry hasn't seen any innovation for 50 or 60 years. The product has been pretty stagnant. One of the really great advantages that Talon brings is that we can cross-sell almost any three of our products to an existing client. Most of our clients have an interest for Tekfit, they have an interest for trims and they have an interest for zippers. So that's a very unique offering that Talon brings.”

    As for Talon's plans for Tekfit shirt collars, Dyne says the company is in discussions with one of Europe's largest retailers for men's shirts, that will be a similar product to the one PVH is selling. Additionally, it is in talks with one of the largest manufacturers in India that also wants to incorporate it into its products.

    “We really are looking for a big global play, considering the real innovation behind this technology. What it's really doing is bringing a high-tech solution to a very low-tech industry. There hasn't really been any real significant change to the shirt industry in any way shape or form, other than the wrinkle-free shirts.

    “For PVH, the feedback is that the sell on the product has been tremendous, it's outselling their product that doesn't have the technology at a significant rate. They've also been able to achieve an increase in retail, an extra $5 per shirt. They are able to offer technology which is game-changing for the industry,

  • peter_norths_proctologist by peter_norths_proctologist Oct 14, 2015 7:38 PM Flag

    Talon tailors Tekfit stretch technology for athleisure
    By Michelle Russell |
    14 October 2015
    Part 2

    Denim programmes:
    The technology, Dyne adds, also works well for denim - a sector which, like athleisure, has focused on the stretch component but not recovery.

    Talon has been working with casual clothing brand Uniqlo on a denim programme currently in the marketplace that offers slimming jeans for women.

    “The programme uses our stretch technology, essentially, and we were able to apply this into the pockets of the denim. The way the manufacturers sew it, they are able to create an almost internal shapewear,” Dyne explains.

    Uniqlo took a “significant leap forward” with the product, he says, and after running it successfully for one season, the company has committed to a second.

    “Because of that technology, we have raised complete awareness in the shirting industry and in the women's denim industry. And we're trialling that and testing it again with numerous global brands, and in particular with one of the world's largest retailers and looking to update one of their best selling styles,” Dyne adds.

  • peter_norths_proctologist by peter_norths_proctologist Oct 14, 2015 7:29 PM Flag

    Talon tailors Tekfit stretch technology for athleisure
    By Michelle Russell |
    14 October 2015

    US apparel fastener and trim supplier Talon International says it is trialling new stretch and recovery technology for the athletic and growing athleisure markets, in addition to a complete “game-changer” for the zipper market.

    The comments to just-style come after Talon recently saw its Tekfit proprietary stretch technology incorporated into the collars of PVH Corp's Van Heusen dress shirts for the first time.

    “The athleisure market is a real hot spot right now,” says Talon CEO Larry Dyne. “It's becoming everyday wear, not just for the purpose of working out or running. With the sector being as hot as it is, we've put a lot of energy into some products that can really be tailored to this market, such as different types of tapings that we can incorporate our Tekfit technology into.”

    The Tekfit technology provides fabric with a half-inch of stretch and recovery, offering a more comfortable and flexible fit. Most usually found in stretch-waistbands, PVH this year licensed the technology for its Van Heusen shirt collars for the North American market.

    Dyne continues: “Generally speaking, the inside taping you find in shirts and athletic pants, after a while they tend to pucker because the tapes are made of a different fabric that shrinks at a very different rate to the fabric. Our focus is to be able to deliver a tape, and other components, with the same technology, to take a really good product that's out there and make it a better product.”

    Dyne says Talon is trialling and testing with a number of athletic and athleisure brands. “The focus on that whole market is to provide a garment that really gives a stretch and compression-type fit. All the focus on all that type of fabric has been on the stretch component and not the recovery component. So we are currently sampling and are under way with quite a few globally recognised athletic and athleisure brands.”

  • Reply to

    The Cart or the Horse

    by mickey85606 Sep 22, 2015 12:26 PM
    peter_norths_proctologist peter_norths_proctologist Oct 9, 2015 10:57 PM Flag

    "...a national campaign being paid by someone else! OH YA!!!!!"

    That's true. Van Huesen is pushing these flex-collar shirts pretty hard it seems. I've seen some of the TV commercials and they aren't bad. My local Kohls has a very large table display devoted to Van Heusen flex collars. I was actually surprised. Free advertising is definitely a plus. I suspect these collars cost less than the old waistband for Levis. Hopefully Van Heusen sells a lot of these shirts so Talon can make up the lower cost with volume.

  • Reply to

    Will wait to buy below 50-DMA

    by peter_norths_proctologist Aug 23, 2015 7:27 PM
    peter_norths_proctologist peter_norths_proctologist Sep 24, 2015 6:48 AM Flag

    Well, my first target of $11 range has been reached. But still not a buy. Might be a value play at $8 or less.

  • Reply to

    Will wait to buy below 50-DMA

    by peter_norths_proctologist Aug 23, 2015 7:27 PM
    peter_norths_proctologist peter_norths_proctologist Sep 24, 2015 6:46 AM Flag

    Me too!!!

  • peter_norths_proctologist peter_norths_proctologist Sep 24, 2015 12:26 AM Flag

    Looks like you got killed on EFOI. FB held up fine. My advice was right. You fail.

  • peter_norths_proctologist peter_norths_proctologist Sep 24, 2015 12:24 AM Flag

    Looks like the euphoria bubble has finally burst! This thing got ridiculously overvalued. They sell light bulbs, people. Not exactly rocket science.

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