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Compass Diversified Holdings Message Board

retireb4death 5 posts  |  Last Activity: Nov 24, 2014 9:31 AM Member since: Nov 11, 2004
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  • Reply to

    Longs have been "PLAYED" by educated investors

    by mwb678 Nov 24, 2014 7:15 AM
    retireb4death retireb4death Nov 24, 2014 9:31 AM Flag

    This 'long' has not been played. I made a thoughtful, educated investment. I was subjected to large paper losses courtesy of several factors - many of which I lay blame at the feet of JW...he's the CEO, and he's failed to produce. You can claim that power/commodity pricing, etc are beyond JW's control, but it's the CEO's job to foresee and navigate the company through/around this stuff and JW is proving to be quite ineffective at actually running the company. I don't see any fundamental of the company that would invalidate my investment though the likelihood of a dilution event toward the end of 2015 would have put me at a lower expected entry point. I have no current plans to part with my shares - I don't need the tax loss and I see more upside possibility than downside. I do hope that the BOD has the balls to replace the CEO and just keep JW on the board or president, etc. If they do their jobs, then I'm prepared to wait a couple of years for my reward on this one. If the BOD proves ineffective, and the CEO remains unable to produce results, then I'll re-evaluate my decision based on expected timeframes, fundamentals, and other opportunities.

    Sentiment: Hold

  • retireb4death retireb4death Oct 29, 2014 9:25 AM Flag

    Nothing would make me happier than to see the shorts take it in the shorts...but let's face it, the bulk of short shares are likely being played by institutionals that also have the long positions to hedge. They can play both sides of the fence with active trading whereever it's profitable and still know that their exposure is limited. I'm not expecting anything relevatory from the cc, and JW is inept at managing the I have zero hope of recouping my losses in 2014...but it's just paper...not really a loss unless you sold, which I won't do as long as fundamentals and execution remain basically on track. Scottrade may lend my shares to my enemies, but that's the way it all works now...sigh...

    Sentiment: Hold

  • retireb4death retireb4death Oct 16, 2014 9:52 AM Flag

    the Capitalist crowd won't be wowed by an EPA award (I held my reaction until I looked at the last decade of recipients...Amyris was in there regrettably, but by and large, it reads like a Sector playbook...Dow, Cargill, 3M, etc...). Companies can self-nominate, and usually do...but it's validation of the science, if not of the business model...that will only come from posting some solid sales & revs for a few Qs. I do have to wonder if this was the doing of Dillon as it shows a bit more resourcefulness that Wolfson seems capable of....
    I WAS, however, impressed that SZYM was able to generate a PR that wasn't related to appearing at some roadshow equity conference. Building a little name recognition with PRs about real world events would go a LONG way toward helping stabilize this stock.

  • Reply to

    Fellow Longs

    by matthewk28092 Oct 9, 2014 11:15 AM
    retireb4death retireb4death Oct 9, 2014 11:39 AM Flag

    By my accounting I've only lost money if I've sold a stock for less than I paid for it. Until I sell, it's just unrealized loss. As for 'telling your family'...that sounds like you over-extended yourself on a volatile start-up. Follow the wealth folks...follow the wealth...and never EVER let those bastards force your hand....

    Sentiment: Hold

  • Reply to

    One more thought about "Management."

    by pkm194949 Oct 7, 2014 9:48 PM
    retireb4death retireb4death Oct 8, 2014 9:05 AM Flag

    Face it, Wolfson makes it hard to like him. Does SZYM execute the stated plan..yep (within acceptable margin of error/delay). Does Wolfson give a #$%$ about touting his company to the markets...nope. When you tout Goldman for 'coaching', you're probably praising the firm most responsible for the current short levels. Those gomers never met a grandmother they wouldn't sell to put a penny in their pockets. But hey, that's their job, and they do it very well. SZYM is going to be a hard-luck story until they put up a couple of Q's of solid and increasing revenues. Until that time they're a start-up/ramp-up/momentum game and you're going to hate owning it (I know...i'm in at 12k shares avg basis mid 10's and I'll frown at the paper losses, but they're just that...paper...nobody's getting my shares for a long time to come). There's nothing different about the fundamentals of the company now than 8 months ago when it was in the teens. The investment risk is less now than then since Moema is online. But the markets don't give a #$%$ about any of that's all computers, algorithms and traders acting like the 300lb 6th grade bully...and SZYM is the 4ft 85lb nerd getting hung on the coat rack by it's underwear. Ain't nothin' going to change that until SZYM hits puberty and gets into the gym...

    Sentiment: Hold

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