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Kips Bay Medical, Inc. (KIPS) Message Board

platguru 156 posts  |  Last Activity: 6 hours ago Member since: Nov 10, 2010
  • Respectfully, at 4 cents, I will review, but hard to imagine it has the investment qualities I'm looking to find...

  • Wondering if those on here can share some other stocks they like that they think might offer some good upside...not really wanting to hear about your holdings that have already moved up -- would prefer those that you think are still ripe to enter. I will throw one out there (I know some of you may already own it, and it has moved up a bit) -- I like ACLS... I have acquired as recently as yesterday, and I have paid as little as 2.92 and as much as 3.25...expecting new highs relatively soon. Do your own DD. Others?

  • Needham managed (nicely) to score a quick $1.75 on 900K share over-allotment option.
    I do have a concern (slight) that they will want to monetize that (read sell) unless they've already established a short position in the upswing which they can now offset with the long chunk they now have...not sure if they can (are allowed) to do that...this may have gotten a little ahead of itself, but it sure has been acting great.
    I'd expect a bit of a rollover at some point, this move has been a bit parabolic.

  • Reply to

    I Want My Money Back !

    by superbowl6wins May 21, 2015 7:18 PM
    platguru platguru May 28, 2015 4:28 PM Flag

    You're up 10% in one week...if you still own it.

  • Reply to

    Expect NEW HIGHS in 45 minutes

    by platguru May 27, 2015 8:50 AM
    platguru platguru May 28, 2015 4:25 PM Flag

    What did you think of that?

  • Reply to

    Expect NEW HIGHS in 45 minutes

    by platguru May 27, 2015 8:50 AM
    platguru platguru May 27, 2015 7:47 PM Flag

    There is a pretty good chance that this will continue to surprise to the upside -- Needham did an exceptional job. I think they were (mostly) privately very bullish and put the equity in the hands of long term investors, with the tacit agreement that they would continue to accumulate more post-offering...I'd suspect they have seen and shared the very real possibility that this could have 50-100% upside from the 7.25 offering in

  • Reply to

    Acelis/Jazz Tower

    by hollyo_98 May 26, 2015 4:40 PM
    platguru platguru May 27, 2015 9:02 AM Flag

    I don't fully understand the magnitude of the win, more detail would be appreciated...I've been accumulating on downdrafts...I think we are going to see a good move up one of these days.

  • Green is due here for a while...let's get moving

  • platguru by platguru May 27, 2015 8:52 AM Flag

    According to Infonetics, datacom 100G transceiver revenue is projected to grow at a 29% compound annual growth rate from 2013 to 2018, reaching $1 billion in 2018. In contrast, revenue from slower speed products such as 10G datacom transceivers is forecast to grow at only a 2% compound annual growth rate from 2013 to 2018.

  • Anyone disagree?

  • Reply to

    Harry Boxer's Charts of the Day

    by thetechtraderca May 27, 2015 8:23 AM
    platguru platguru May 27, 2015 8:49 AM Flag

    welcome to the party, Harry...this is not a trade as much as a buy and wait for the double from here. I haven't done a deep dig on the numbers lately, but I do think it is possible they earn .13 .16 .20 .15 for a total of 0.60+ for this year and $1 next year, apply a forward p/e of 30 on the 0.60 and we could, not unreasonably, see $18 price in the next 3-12 months

  • platguru by platguru May 22, 2015 9:15 AM Flag

    The next interesting price to eclipse is $9.77...from there we will be in an unwritten chapter for NPTN, should be profitable and interesting...I would expect that to happen between now and August 6th (the day after their next scheduled earnings release. Roughly 54 trading days, 4.7 cents per day, clearly not a straight line, but 3% per week for 11 weeks, pretty good return...buckle up and enjoy the ride.

  • Reply to

    Looking to buy...

    by davieswatson May 22, 2015 8:08 AM
    platguru platguru May 22, 2015 8:19 AM Flag

    Good luck, but I think there is plenty of demand above that price...7.05 would be a gift, though. I grabbed 1500 at the last 2 minutes of trading yesterday, and even grabbed the 400 offered at 7.20 in after-hours, why not...I think we'll be back above 7.50 in NO TIME, and my highest buy at 7.64 will be in the black shortly as well...I'm waiting for $12 to consider lightening up at all...good luck to all! I'm thinking this secondary is going to turn out to be a great thing for everyone, extending interest, visibility, liquidity, and finally getting Needham out of the dark and sharing their positive outlook on NPTN with us ALL, not just their clients who are likely getting long on this great story.

  • Some might call that a sloppy offering, not sure I'd agree. I didn't like being in the dark for 1.5 hours. But I expect we'll be up handily tomorrow, from here, and we'll eclipse the $8 price in less than a week. The only people #$%$ here are those that bought above 7.25 in the last few days (I bought 1500 yesterday at 7.64, but I am fine with this) -- that delay may have been mgmt or someone asking for balance in the book before it opened and 7.25 is better than 7, in some ways. That is VERY good stability for a stock that has run up as fast as this has. Now NEEDHAM (Alex) will be more vocal than ever promoting the merits and future of NPTN, which is fair and accurate. Most importantly the shares now sit with (hopefully) more stable and long term ownership (the Russians all need cash, geopolitically speaking) and they did 5,971,034 with 895,655 on the overallotment option. SO, they oversold it to help support the bid price if necessary (unlikely, if you ask me) AND Needham can hold on their books about 900,000 shares as they run this up to, 8? 9? 10?, and they'll have 30 days to decide that they will essentially take an extra fee, if at $10.25, then $3 x 895K = about $2.7 million dollars for their hard work, on top of the fees and discounts earned...I'll find the prospectus, but usually about 7% of the proceeds, or about $2.8 million (.07x42MM) -- so, now you know why investment bankers get paid a ton. Thanks to the Needham/NPTN relationship, Needham just scored between $2.8MM and $5.5MM on the scenario I just laid out...in their defense, they did serve an important capital market function...and we should all make money and not even care in a week or five.

  • platguru platguru May 21, 2015 2:46 PM Flag

    Someone tweeted secondary 5MM priced at $7 - if so (?) that's fine...the big boys got a gift on a $35MM investment, worth $40MM in minutes or days now...

  • platguru platguru May 21, 2015 2:34 PM Flag

    It would be very unusual to announce pricing or anything related to any offering during market hours. If it was and the deals done I would expect that to be a positive catalyst, removing any uncertainty and putting the shares with someone that WANTS to own them, usually followed by an influx of funds to help elevate the value of the newly acquired asset/stock...not a big deal if that is the news, I'd simply expect a run again up to 8 give or take a bit, maybe 8.25, near term...just guessing...we'll see soon, I imagine?

  • platguru platguru May 21, 2015 2:24 PM Flag

    No idea...Halted 56 minutes ago...nothing yet on the wire...my only guess would be a buyout bid??

  • Reply to

    Investors are finally seeing the truth

    by taxdemicco May 20, 2015 2:58 PM
    platguru platguru May 21, 2015 7:57 AM Flag

    How's this going for you, has it soared yet? Sub a dollar soon? Throw in the towel already...

  • Reply to

    It seems the market is mulling it over ..,

    by tradestoxx1981 May 20, 2015 11:10 AM
    platguru platguru May 21, 2015 7:39 AM Flag

    I will. If anyone has facts to share in the meantime, please do.

  • Reply to

    It seems the market is mulling it over ..,

    by tradestoxx1981 May 20, 2015 11:10 AM
    platguru platguru May 21, 2015 12:05 AM Flag

    I placed a call to NPTN yesterday to get some clarity on that. They called me back before, so I'm being patient. It would be VERY unusual for a company to do that except as some kind of hedge. I am guessing that it has something to do with the EXACTLY 5MM shares owned by the Russian group RUSNANO who had NPTN do an S-5 filing so that they would have the SEC and legal clearance to sell their shares as a secondary offering. I'm trying to think how/why entering into a 5MM option agreement would hedge that potential transaction. If NPTN had agreed to buy it and sell it to another party, say investors, but they had doubts that RUSNANO would deliver the shares, you'd want to cover your butt on the shares appreciating (or depreciating) by having call (or put) options...so, anyway, it seems a waste to guess or speculate...let's get some clarity. I'm suspect of this being some windfall for NPTN, but if that were the case, on just under $4 (profit) x 5MM shares= $20MM, would be pretty spectacular...let's wait and see.

KIPS
0.020.00(-4.00%)Jun 2 3:58 PMEDT