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Lululemon Athletica Inc. Message Board

rm1280 1033 posts  |  Last Activity: Jan 28, 2014 12:43 PM Member since: Nov 3, 2010
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  • rm1280 rm1280 Jan 28, 2014 12:43 PM Flag

    Pretty good feeling. I know the same cause I pocketed $220,00 on my NFLX calls. Scuker bagholders!!

  • Reply to

    Thesis for $100 a share revisited

    by oracle2015 Nov 23, 2012 11:40 AM
    rm1280 rm1280 Apr 25, 2013 10:46 AM Flag

    I guess it was for Christmas 2013!

  • Reply to

    Full Year Earnings Prediction

    by temagami67 Feb 24, 2013 3:02 PM
    rm1280 rm1280 Feb 25, 2013 10:15 AM Flag

    Non-GAAP is non-defined. It's just made up to suit the day and the agenda. Please only talk GAAP numbers. That's the real deal.

  • Reply to

    Calinformation ZEV mandates

    by tslacraz Feb 21, 2013 3:33 PM
    rm1280 rm1280 Feb 21, 2013 10:34 PM Flag

    Energy independence has been the stated policy of the USA for 40+ years. Where are you Jimmy Carter when we really need you? We laughed at you back then with your sweaters and thermometers and fuel efficient cars. The silly dreams continue, only this time it's wonderful electrons that are going to save us from a harsh reality. Excuse me, time for me to go and reread my Popular Science mags from the 60s.

  • Reply to

    Suppliers are good for something

    by n0m0renancy Feb 21, 2013 8:24 PM
    rm1280 rm1280 Feb 21, 2013 10:22 PM Flag

    The financial statements (unaudited) that I saw didn't even show current assets and current liabilities. Everything was just jumbled together. So n0mo is the only one to have noticed this? The analysts didn't say anything, did they? But that could be explained because the above calculation is difficult for them. And to ask a few follow-up questions like... who are these suppliers, and are they going to live with a 90, 120, 180 days receivable? Or did they negotiate some better terms than that? Are they going to continue to deliver on credit or are they going to start asking for cash up front? And if they do start to ask for cash then the terms of BK are 30 days net. Shhhsh. No one's even thinking or talking of that.

  • Reply to

    Earnings Discussion

    by temagami67 Feb 21, 2013 2:21 PM
    rm1280 rm1280 Feb 21, 2013 7:08 PM Flag

    Could we please talk only GAAP numbers. Anytime management or the board or an analyst wants to use non-GAAP or non-non-GAAP numbers they have an agenda to sell. GAAP numbers are the real state of affairs. That's what gets audited, that's what gets published, and that's what should be talked about. Unless we all just want to make numbers up according to our own rules, which in that case, the year end numbers show a GM approaching 25%, a decreasing SG&A, increasing reservations and at least one week of positive cash flow. Now doesn't that POS smell lovely?

  • Reply to

    It's only 9X sales

    by xsliquidity Nov 14, 2012 5:21 PM
    rm1280 rm1280 Feb 12, 2013 3:45 PM Flag

    Will it be 10x sales soon? And then we'll look for 11. Things are looking so bright I better find my sunglasses to match my butt enhancing fabululuous tights.

  • rm1280 rm1280 Jan 27, 2013 10:52 PM Flag

    Plus if you are on "The Ramp" then the losses don't really count.

  • rm1280 rm1280 Jan 25, 2013 9:33 AM Flag

    So if I understand your logic correctly. You start from an assumed Net Loss and work back to what the Gross Margin must be. And you note that with these calculations that the GM has then moved from a -17% to 12%. And life is great at that point? The Eloon has come to the rescue and all is the best in the best of all worlds? (And of course they were cash flow positive for a week back in November.) Now, what was the point of this whole exercise? It certainly wasn't to figure out Net Loss because that was the starting assumption. Or was the objective to show that a Net Loss of only 60M is totally unfathomable?

  • rm1280 by rm1280 Jan 23, 2013 3:35 PM Flag

    Can those in the know and even those not in the know kindly explain when we get off the RAMP-up and into real production?

  • Board is now officially DEAD. The girls of Oracle and RetailExec fame have gone. So who is buying it anymore. They used to make us smile in the morning with their important info and now they seem to have abandoned the fabululuous for the unknown. Well if it ever does get to $100 by Christmas this year or next they are sure to be back and talking about lovely tight butts in lycra. Until then have whatever fun you can here and never buy LuLu's in size 14.. Bye now.

  • Reply to

    Buy into earnings?

    by mursewithmoobs Jan 22, 2013 12:30 PM
    rm1280 rm1280 Jan 22, 2013 2:12 PM Flag

    Do you not mean Buy into the Loss? I have a slight suspicion that TSLA isn't going to have any earnings this quarter or this year, unless you want to qualify that by negative earnings. Or did you mean Buy before the next "secondary" issue? There is a good chance you will be faced with that long before there is any Buy into the Earnings.

  • Reply to

    Welcome to Mr. Carl Icahn

    by oracle2015 Jan 16, 2013 3:50 PM
    rm1280 rm1280 Jan 22, 2013 11:11 AM Flag

    Oraclebaby, come on back to the LuLu board. The longs need some real encouragement there. It feels as if you bailed on them and now they are bailing on the stock. But can you really doubt that they are right?

  • Reply to

    Thesis for $100 a share

    by oracle2015 Sep 14, 2012 2:22 PM
    rm1280 rm1280 Jan 22, 2013 10:50 AM Flag

    Retail Oracle... Professors, what so u say? Can we still count on this? Christmas this year or Easter next or when?? You girls still in or have you bailed and moved onto bigger and better things?

  • From Forbes.."It’s fine for Mercedes-Benz, Porsche and others to work on hybrid and electric powertrains for their sports cars and—who knows—maybe a future Corvette will have that technology too. But for now, a Corvette is not a Corvette without a burly V8. Period. It is the heart and soul of a ’Vette, an inextricable part of the car’s history since 1955.

    Chevrolet has already announced that the C7 Corvette will be powered by the first version of an entirely new generation of V8 engines codenamed LT1. It will have 6.2 liters of displacement and Chevy pegs preliminary output at 450 horsepower and 450 pounds-feet of torque. It should be good for 0 to 60 in less than 4 seconds, Chevy says. Just as important, it will be the most fuel-efficient engine ever offered in a Corvette, beating the current model’s 26 miles per gallon on the highway.

    Corvette sold only 13,164 units in 2011. C7 sales are expected to be around 30,000 units per year from 2014."
    I'll take one in red or white or blue or black or purple or pink, just not green. And don't talk to me about putting a seventh passenger in a rear facing seat. Rip, you could have waited for this instead of getting a second S! This 'Vette even has a chance of making old guys sexy again (maybe).

  • Reply to

    It's all about gross profit.

    by A Yahoo! User Jan 17, 2013 12:40 AM
    rm1280 rm1280 Jan 17, 2013 3:08 PM Flag

    Kierkn_v, you make some good points, and you are absolutely right that we all watch football and don't bet on every game. It's just fun to watch the real pros. I must say that I love watching how this operational, marketing/sales and financial disaster is able to levitate its stock price every day. There has to be a secret behind it and something to learn - doesn't there? Is Eloon a real pro or just a scammer as Kbodie says? Can they continue going to the secondary market (for a fourth, fifth time) just to pay the rent, lights and office supplies. If so, then this old dog sure wants to learn a new trick.

  • Reply to

    It's all about gross profit.

    by A Yahoo! User Jan 17, 2013 12:40 AM
    rm1280 rm1280 Jan 17, 2013 11:01 AM Flag

    Help me understand one thing, just one thing, as it is rather perplexing, and has been perplexing for a long time. You do all this analysis and come to a conclusion that TSLA "comes close to breaking even in a perfect scenario." And that in "the slightly bear case the company goes bankrupt." So no real upside and a huge downside according to your calculations and reasoning. And then you say you are not invested either way. Huh??? Why bother to do all the work and the thinking if there is not going to be a payback? Nolo comprendo! But you are not alone, the real Kobodie and BallCoach take a similar stance. Nolo, nolo, nolo comprendoooo!

  • Reply to

    Elon-nomics 1.01 ==== == Free superchargers

    by kbodie77777 Jan 16, 2013 4:00 PM
    rm1280 rm1280 Jan 17, 2013 10:34 AM Flag

    n0mo: did you mean me? I have never in my life believed the nonsense of the solar panel, except for a few select places in the world. As far as I figure, it is a dead heat between snake oil, super-charged solar panels, retirement to mars, the hydrogen revolution and the circus barker playing three card monty as to who would win the Oscar for the best scam.

  • Reply to

    282 later today.

    by geegenjar Jan 14, 2013 9:52 AM
    rm1280 rm1280 Jan 15, 2013 11:24 AM Flag

    Ok, so it didn't make it by a long way. Did the longs just get scarred or scared? What about today? Or was that just a one day special offer? 282 on 1/14 or bust?

  • Reply to

    The problem is that shorts here are spineless.

    by geegenjar Jan 15, 2013 10:23 AM
    rm1280 rm1280 Jan 15, 2013 11:23 AM Flag

    The real problem is that the longs can't quite sustain the rally. Why won't longs just take this baby to 282 or further? As they were supposed to just yesterday. Come on girls put your Buy Orders in.

61.115+0.845(+1.40%)4:00 PMEDT