Recent

% | $
Quotes you view appear here for quick access.

Black Diamond, Inc. Message Board

peter_norths_proctologist 223 posts  |  Last Activity: 22 hours ago Member since: Feb 15, 2002
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • peter_norths_proctologist peter_norths_proctologist Mar 18, 2015 2:14 PM Flag

    $12 price target, based on what? What are his revenue and EPS estimates? I think Vista is just like that RedChip outfit. A pump & dump boiler room for micro caps. There's a reason Mr. Ross Silver works for Vista and not Goldman Sachs. This could mark the relative top. Let's hope not.

  • Reply to

    Peter wrong again

    by cane5 Mar 18, 2015 12:24 PM
    peter_norths_proctologist peter_norths_proctologist Mar 18, 2015 2:04 PM Flag

    Cane, I see today as a dead cat bounce off a fluf PR from a vested 2-bit analyst. I don't know what you guys are celebrating. The 50-dma is $6.34 and rising! This downtrend is still intact.

  • Reply to

    70,000 aortic valve procedures in US annunally

    by doctor92373 Mar 16, 2015 3:40 PM
    peter_norths_proctologist peter_norths_proctologist Mar 18, 2015 5:27 AM Flag

    Wow. That's a big price tag. Is there any literature or PR that confirms this? I will check it out. Thanks.

  • peter_norths_proctologist by peter_norths_proctologist Mar 18, 2015 4:41 AM Flag

    See page 20 of Vuzix's Roth presentation.

    As of Feb 27, 2015

    Basic Common Shares - Outstanding Currently
    15,800,489

    Preferred Stock - Series A Convertible (Intel)
    4,962,600
    Average exercise price: $5.00

    Convertible Debt (excludes accrued interest)
    905,556
    Average exercise price: $2.25

    Warrants - Outstanding
    597,643
    Average exercise price: $2.49

    Options - Outstanding
    720,551
    Average exercise price: $4.41

    Fully Diluted Sharecount:
    22,986,839

    Current market cap:
    $135 million

  • Reply to

    70,000 aortic valve procedures in US annunally

    by doctor92373 Mar 16, 2015 3:40 PM
    peter_norths_proctologist peter_norths_proctologist Mar 17, 2015 11:31 PM Flag

    EW replacement valve is $50K? Or is that the cost of the entire operation?

  • peter_norths_proctologist by peter_norths_proctologist Mar 17, 2015 4:22 PM Flag

    Ease off a while to give them hope and then we'll rip the scab off again. I'll meet you back at the boiler room for drinks. Nice work today.

  • Reply to

    I think you need to go back to TA school peter

    by cane5 Mar 17, 2015 2:16 PM
    peter_norths_proctologist peter_norths_proctologist Mar 17, 2015 4:04 PM Flag

    Holy cow, today's' candle was a 5-day bearish engulfing stick!! Fully engulfed last five days entire trading range. That's about as bearish as it gets.

  • peter_norths_proctologist by peter_norths_proctologist Mar 17, 2015 1:20 PM Flag

    I'll see you in my dreams.

    The close will be epic. Working on a multi-day bearish engulfing candle. $6 is breached already. Goodness gracious, It's teetering on the edge of an open elevator shaft.

  • Reply to

    sunshine men

    by lol.puppies Mar 17, 2015 12:10 PM
    peter_norths_proctologist peter_norths_proctologist Mar 17, 2015 1:08 PM Flag

    Today was a key day, because Chartists were waiting to see follow through of the 20-dma breakout from yesterday. Instead, we got the reversal. Failed breakouts usually cause a firestorm. We'll see. Watch the $6 support.

  • peter_norths_proctologist by peter_norths_proctologist Mar 17, 2015 1:04 PM Flag

    If that falls, it will be major blow and setup for resumed downtrend. Lower high, followed by lower low. Wash, rinse, repeat.

  • Reply to

    sunshine men

    by lol.puppies Mar 17, 2015 12:10 PM
    peter_norths_proctologist peter_norths_proctologist Mar 17, 2015 12:47 PM Flag

    Chart looks ominous though. Yesterday's fake breakout above the 20-dma. Beaten back today, working on bearish engulfing candle. 20-dma crossed below the 50-dma for first the since last November. pps can't hold the 50. Chart says party's over.

    But take heart, we still got the Vegas party booked! Yee Haa!!!

  • peter_norths_proctologist by peter_norths_proctologist Mar 17, 2015 4:14 AM Flag

    CEO Lonnie Schnell used to have some credibility. That was shortly after he took over from Steve Forte and lowered expectations. Now it just seems like he keeps kicking the can down the road. It's always "wait until next year". The final straw was when he issued that press release over a year ago, in which he guided for 10-12% compound annual revenue growth for the next three years. And here it is, just one year out, and revenue growth is negative 6% right out of the gate. And then he blames it on the cold weather and weak retail environment. Always an excuse. Always.

  • peter_norths_proctologist peter_norths_proctologist Mar 16, 2015 9:15 AM Flag

    That's nice. Where is the prototype? Where are the OEM partnerships? Are they going to sell windshields on Amazon too? Is Paul Travers "The Wizard of Wearables" or "The Wizard of Windshields"? Better make up your mind before you book him on all the late night TV shows.

  • peter_norths_proctologist peter_norths_proctologist Mar 16, 2015 5:08 AM Flag

    If they aren't working on it by now, you can forget about it.

  • peter_norths_proctologist peter_norths_proctologist Mar 16, 2015 5:06 AM Flag

    "...WOW!!! How many Cars are on the road? There appears to be no end to Vuzix potential uses."

    I hate to burst your bubble, but Vuzix makes smart glasses, not windshields. And yes, A/R windshields are the future for cars. But sorry, smart glass becomes obsolete by the A/R windshield in cars. No need for two A/R displays in front of your eyes.

  • peter_norths_proctologist peter_norths_proctologist Mar 15, 2015 9:29 AM Flag

    You're speculating as to how long the celebrity game fad will last. You think it will last decades. I can't say with certainty how long it will last, and neither can you. Just because a celebrity mIght remain popular doesn't mean that the public will retain its enthusiasm for celebrity games. There could be a divergence between celebrity popularity and their respective game popularity. KKH is already slowly losing popularity. It peaked in the top 3 earnings rank for IOS, but it could not hold that level like the other game genres (candy crush, clash of clans, etc...).

  • Reply to

    Use Augmented Reality or Lose Money?

    by frankenberrylives Mar 14, 2015 9:33 AM
    peter_norths_proctologist peter_norths_proctologist Mar 15, 2015 12:27 AM Flag

    You missed one other possibility -- That I own shares in VUZI and I see things for how they really are, not how I wish them to be. If we get a purchase order from DHL, I will adjust my tune fast. But as of now, too much euphoria stemming from pilot programs that result in no hard sales. That's what I see.

  • Reply to

    Use Augmented Reality or Lose Money?

    by frankenberrylives Mar 14, 2015 9:33 AM
    peter_norths_proctologist peter_norths_proctologist Mar 15, 2015 12:13 AM Flag

    All the people in that video are employed by the A/R industry. What do you expect them to say? I'd prefer to hear from objective sources.

  • Reply to

    Use Augmented Reality or Lose Money?

    by frankenberrylives Mar 14, 2015 9:33 AM
    peter_norths_proctologist peter_norths_proctologist Mar 15, 2015 12:08 AM Flag

    Hey Frank, better call DHL and tell them they are at a disadvantage for blowing us off. While you're at it, call Amazon and tell them that their $750 million fully automated warehouse system is not as good as having a team of hundreds of manual laborers wearing $500 smart glasses. How can they be so stupid to think that a fully automated warehouse can get the job done most efficiently. I think you should call them and tell them how stupid they are.

  • peter_norths_proctologist by peter_norths_proctologist Mar 13, 2015 5:47 PM Flag

    Non-GAAP earnings of combined entity is powerful. As a result of the merger, the combined company will be the fourth-largest semiconductor company excluding memory players. We conducted a detailed, pro-forma analysis (CY16-CY17) of the earnings power for the combined company. For CY16, which should represent the beginning of the benefits of the integration, we forecast Non-GAAP EPS of $7.44, followed by $9.00 in CY17.

    Deleveraging magnifies synergies. Based on our pro-forma cash flow model, we believe the combined entity could generate $2.3B of FCF. This would enable it to pay down ~$400MM per quarter of debt, allowing for significant deleveraging. We estimate the total debt for the combined company will be ~$10B at the time the deal closes, but can be quickly reduced to $6.3B by the end of 2017, significantly reducing interest expense and increasing the earnings power of the combined entity.

    A powerhouse in Autos, MCUs, & IoT. We estimate the combined entity will hold the #1 position with ~13% market share in the global auto semiconductor market, and the #1 position in the MCU market with 15% share. Furthermore, NXPI/FSL will have the broadest portfolio of solutions addressing the burgeoning IoT market: Processing, Sensors, Connectivity, & Security.

    We expect valuation multiple expansion. NXP currently trades at 16.8x P/E on 2015 EPS estimates vs our compiled peer group’s 18.9x multiple despite what we view as superior growth prospects and the earnings leverage we see in its model. We believe there is room for the multiple to expand as investors realize the value of the combined entity and its attractive end market exposure.

BDE
10.00-0.07(-0.70%)Mar 26 4:00 PMEDT