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Silver Wheaton Corp. Message Board

portguyofva 30 posts  |  Last Activity: Apr 17, 2015 8:06 PM Member since: Jul 2, 2012
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  • Reply to

    Am I interpetting this correctly?

    by kcskcj Jan 27, 2015 1:58 PM
    portguyofva portguyofva Jan 27, 2015 5:30 PM Flag

    You have interpreted correctly. Another way to look at it; If the bottom falls out on gold (as forecasted by many), then AUY has put a fairly decent floor in place at $4.40ish. IMO (yep everybody has one), anything you can get below $4 and maybe a little higher is a safe bet. GLTY.

  • Reply to

    dividend

    by seekatzn Jan 27, 2015 3:39 PM
    portguyofva portguyofva Jan 27, 2015 5:21 PM Flag

    Check the details. The -$2.61 eps last quarter was do to a non-reoccurring write down of $2.8B. There operations last quarter still yielded over $900M in gross profit. Analyst eps estimates for 2015 are at $2.30 which has been adjusted down to less than 1/2 of the 2014 eps. I anticipate the divy for 2015 to be cut to the .30 to .50 range. GLTY.

    Sentiment: Buy

  • Reply to

    dividend

    by seekatzn Jan 27, 2015 3:39 PM
    portguyofva portguyofva Jan 27, 2015 4:43 PM Flag

    I'm with you. They will likely announce final payout of .75 and a significant divy cut for 2015 which will send the stock higher. GLTY

    Sentiment: Buy

  • Reply to

    just covered at 78.88 from 87.11

    by handsomemanmark Jan 27, 2015 9:09 AM
    portguyofva portguyofva Jan 27, 2015 9:15 AM Flag

    I think you left a bunch on the table. I'm looking to cover in 68-72 range. GLTY.

  • Reply to

    Watch DE after CAT announces tomorrow

    by fstout57 Jan 26, 2015 1:38 PM
    portguyofva portguyofva Jan 27, 2015 8:40 AM Flag

    CAT will likely be down 10-15% today and DE will follow. I will be looking for long positions on both in the $68-72 range later this year. GLTY

    Sentiment: Sell

  • Reply to

    Modern round

    by srowe38 Jan 25, 2015 1:34 PM
    portguyofva portguyofva Jan 25, 2015 7:36 PM Flag

    You asked "What will be Virtra's cost per lounge": IMO, Virtra won't have any costs unless they negotiated very poorly with Modern Round. The way I've scene this type of arrangement work in the past, is Virtra will get their typical profit margin for the equipment they install in lounges, maybe even a littler higher margins. The 5% ownership Virtra is getting in Modern Round is essentially the royalty fee (a dynamic revenue/profit stream if Modern Round is successful) for use of Virtra's specialized technology and equipment. GLTA!

    Sentiment: Strong Buy

  • Reply to

    Modern round

    by srowe38 Jan 25, 2015 1:34 PM
    portguyofva portguyofva Jan 25, 2015 7:24 PM Flag

    Some random thoughts: Most villages and small townships won't be able to afford a 300 degree system, but could easily budget and justify a single screen or 180 degree, but I think it is safe to assume each county in the US could afford and greatly benefit from a 300LE. IMO, commuting beyond the county distance for training becomes costly and inefficient for most small LE offices. The US has 3100 counties and lets say Virtra could capture 50% of that business. I would say that is a conservative saturation estimate for US law enforcement. What is even more interesting is that those conservative numbers (1550 units) would generate nearly $390M in initial sales (assumed a conservative $250K per unit) and add to that a very high margin recurring revenue stream of $31M/year. So IMO, Virtra has a very long way to go before they approach saturation with existing products. Hopefully while they work at achieving saturation in the US and around the globe, they can develop some new products and business initiatives. GLTA!

    Sentiment: Strong Buy

  • Reply to

    Modern round

    by srowe38 Jan 25, 2015 1:34 PM
    portguyofva portguyofva Jan 25, 2015 7:02 PM Flag

    I believe the first Modern Round location will be Scottsdale, AZ per their web page modernroundDOTcom. GLTA!

  • Reply to

    another police shooting in Jersey

    by mtardif_gcs Jan 22, 2015 12:30 PM
    portguyofva portguyofva Jan 22, 2015 12:51 PM Flag

    8 PM EST; Lets hope we get some good National coverage. GLTA!

  • portguyofva by portguyofva Jan 22, 2015 10:01 AM Flag

    Filled yesterday's gap. Anticipate a green close today and better volume. GLTA!

SLW
19.49+0.03(+0.15%)Apr 20 4:03 PMEDT