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Qihoo 360 Technology Co. Ltd. Message Board

robhenderson222 127 posts  |  Last Activity: May 19, 2015 7:43 PM Member since: Jun 26, 2011
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  • robhenderson222 by robhenderson222 May 19, 2015 7:43 PM Flag

    From NQ...

    Enterprise mobility revenues increased 33.6% year-over-year to $46.0 million from $34.4 million in the same period in 2014. The growth primarily resulted from the Company's premium distribution channel with Apple Inc. and the launch of several new generations of Apple products in late 2014 which carried forward in the first quarter of 2015.

    From Apple...

    Apple’s close relationship with China is getting ever closer. In the first quarter of the year, Apple’s revenues in China rose 71 per cent to #$%$14.7 billion, even though the overall market shrank by 4 per cent and the Cupertino-based tech firm overtook the domestic producer Xiaomi to become the largest seller of smartphones in the country.
    Apple had 14.7 per cent of market share in the first quarter of 2015, compared to Xiaomi’s 13.7 per cent share, according to data from the market researcher, International Data Corporation (IDC).

    Sentiment: Strong Buy

  • robhenderson222 by robhenderson222 May 19, 2015 7:32 PM Flag

    Average Monthly Active User Accounts as of December 31, 2014: 160.8 million
    Average Monthly Active User Accounts as of March 31, 2015: 175.4 million.

    Sentiment: Strong Buy

  • robhenderson222 by robhenderson222 May 19, 2015 6:31 PM Flag

    I think what may happen here is you will see a couple of days delay for people to digest this and see if Carson is going to open his lying mouth again, then steady appreciation in price with probably a couple of 10-20% up days over the next couple of weeks.

    Maybe one of those 'journalists' from Bloomberg might care to call Carson and ask him if he would like to comment on how a company with zero cash continues to operate 18 months after he made that call? NQ must be the cleverest people imaginable to keep all the employees of NQ in on this scam for so long...

    Sentiment: Strong Buy

  • robhenderson222 by robhenderson222 May 19, 2015 6:24 PM Flag

    and with company's such as cmcm playing in a similar space and doubling their price in six weeks, NQ is due for a major price re rating.

    From the report they are clearly heading in the right direction and growing revenues in markets where there is huge opportunity - games, enterprise mobility and anything associated with Apples big push into China. They grew revenues significantly in all these areas and appear to be successfully transitioning out of low growth to high growth markets, and they are doing this without burning a pile of cash.`

    To the muppet trolls dominating this board, don't bother with the reply you are all long since on ignore ;-)

    Sentiment: Strong Buy

  • ... the detailed explanations, linking the metrics with the strategy, talking about milestones met and carson cost them $9.5m

    Sentiment: Strong Buy

  • robhenderson222 by robhenderson222 Mar 18, 2015 5:48 PM Flag

    spin this how you like but anyone can see the shorts are now swimming against the tide...

    Sentiment: Strong Buy

  • robhenderson222 robhenderson222 Mar 18, 2015 5:33 PM Flag

    Short and scared... join the long line to cover your short tomorrow

    Sentiment: Strong Buy

  • visibility is your enemy and now we have that you are running against the tide, cover while you can...

    Sentiment: Strong Buy

  • robhenderson222 by robhenderson222 Mar 15, 2015 8:52 PM Flag

    RUHLE: All right. We’ve covered Bollore. We’ve got to ask before you leave, NQ. Give us an update
    BLOCK: OK. Well that company –
    RUHLE: Hate them, still hate them, yes?
    BLOCK: — still exists anymore?
    SCHATZKER: It does still exist. It’s only down 85 per cent since you called it out.
    RUHLE: Only, only.
    BLOCK: OK. So let’s see. We’ve had PWC wouldn’t sign off on the account, so they replaced it with a boiler room auditor. Chairwoman of the audit committee resigned. Two other board members resigned. Yes, I mean just about everything that could go wrong — CFO resigned. (Inaudible) has.
    SCHATZKER: Here’s another question that you have to ask yourself. Why would anyone at this point be in NQ Mobile’s camp?
    BLOCK: I mean if you — pure speculation. I….
    SCHATZKER: But don’t you wonder, I mean if you truly believe that the stock is a zero and it’s still trading as if there is some economic value left, don’t you ask yourself that question?
    RUHLE: Yes. Doesn’t Bill Ackman ask himself the question? He’s laid out every single point of why it Herbalife should be worth zero and there are still guys in that trade.
    BLOCK: Yes, look, there will always be investors who want to believe the blue sky story. And if you believe the company’s numbers, NQ looks incredibly cheap, but look — it’s — you’ve got — there will always be people holding the bag. So those who are long in NQ right now, have been long, are holding a bag and the contents are not very desirable.
    RUHLE: You almost have a sinister smile on like, he’s like somebody is always holding the bag.
    BLOCK: No way.
    RUHLE: I’m glad it’s not me.
    SCHATZKER: Hang on. He went from I love everything to somebody is always holding the bag.
    RUHLE: Yes, maybe not.
    SCHATZKER: You know what? Before we leave let’s just have a look at the stock price, Bollore. It is the company that Carson Block for the first time, at least ever publicly, is going long on and an immediate market reaction, we are going to be following this

    Sentiment: Strong Buy

  • Reply to

    Short covering starts now...

    by robhenderson222 Mar 6, 2015 12:24 PM
    robhenderson222 robhenderson222 Mar 6, 2015 12:44 PM Flag

    Sunshine you were on ignore here about 2 years ago as you were for anyone with a brain, so why waste your time posting to people who cannot even see your latest brain explosion? It would be naive given Blocks other obvious #$%$ tactics to think that he wouldn't have people just like you working these message boards trying to scare people who haven't done their own DD. Yes indeed you are a joke... and no one is listening or if they have any smarts even reading your dribble

    Sentiment: Strong Buy

  • robhenderson222 by robhenderson222 Mar 6, 2015 12:24 PM Flag

    March 18th we will get guidance and an update on the company and insiders buying... and as long as that guidance is sound and the insiders have been doing what they said they would it goes back to $10 quickly, could be near $6 on short covering before earnings, which will make traders an easy 50% from here

    Sentiment: Strong Buy

  • the games are coming to an end and the attempts to bring this company down have failed

    Sentiment: Strong Buy

  • Reply to

    Nothing but short covering ahead...

    by robhenderson222 Jan 6, 2015 1:26 PM
    robhenderson222 robhenderson222 Jan 6, 2015 1:44 PM Flag

    If this hadn't been such a poor day for China stocks NQ would be up 20%+ today, but never fear its day 1 of multiple up days... shorts know you cannot fight cold hard cash being put on the table. The smart ones will be covering today and the rest of you will be submerged by the inevitable rising tide.

    Think about it... they turned down the Bison offer at $10 p/s and are buying themselves at $4 so what does that tell you shorts?

    Sentiment: Strong Buy

  • robhenderson222 by robhenderson222 Jan 6, 2015 1:26 PM Flag

    and a whole lot more FUD from the players while they continue to cover... let me guess, the $1m used to buy the shares doesn't exist just as NQ has "zero cash" right?

    Time for Carson Fraud to be prosecuted like his mates Citron are in HK

    Sentiment: Strong Buy

  • robhenderson222 robhenderson222 Jan 6, 2015 12:59 PM Flag

    That is exactly what they said... which is why i asked Matheson for an explanation, and now we have this... its very confusing and poorly communicated. What this misinformation did do though was hold the price low while the insiders were buying but the market believed they were unable to do so - as this is exactly what the company had said was not possible while the deal was on the table.

    Sentiment: Strong Buy

  • Reply to

    Buyback started on Friday!

    by sahoint Dec 31, 2014 6:59 AM
    robhenderson222 robhenderson222 Jan 5, 2015 11:12 AM Flag

    Lies, lies and more lies... please point me to where that is "100% confirmed"?

    Sentiment: Strong Buy

  • Reply to

    Buyback started on Friday!

    by sahoint Dec 31, 2014 6:59 AM
    robhenderson222 robhenderson222 Jan 5, 2015 11:09 AM Flag

    They didn't get any information, its just part of the FUD strategy. Its pretty clear what the situation is with the buyback, whats not clear is why they were announcing this aggressive buy back up until a week before they then turned around and said the lawyers have said we cannot do it until the deal is done. So either NQ were announcing something they knew they could not execute a week later or no one asked the lawyers. Either way thats a major stuff up and their blank refusal to address questions around this is unacceptable and concerning.

    Sentiment: Strong Buy

  • robhenderson222 robhenderson222 Jan 5, 2015 10:59 AM Flag

    Another one on ignore

  • robhenderson222 robhenderson222 Jan 5, 2015 10:58 AM Flag

    You are on ignore you loser

    Sentiment: Strong Buy

  • He has now received 2 emails from me asking him to explain why they were pumping the buyback the week before they announced this deal was on the table and therefore the buy back could not commence. This is a legitimate question and he refuses to reply.

    Are we meant to believe this deal showed up in the last week before the announcement? Or was this just a case of them not knowing that what they were intending to do would have been illegal but no one consulted the lawyers before they put out PR confirming an aggressive buy back by both the company and insiders?

    Either way its a stuff up and the lack of an explanation makes it even more of a stuff up. Have you not learned anything from previous communications stuff ups? I am going to keep asking this question and the longer i don't get an answer the more you will have wished you didn't ignore the first time i asked!

    Sentiment: Strong Buy

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