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hhgregg, Inc. Message Board

rogerabc100 8 posts  |  Last Activity: Jan 15, 2015 3:20 PM Member since: Nov 27, 2005
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  • I had a hope that January effect will boost LQDT but it did not happen. I had margin call and Sold with huge loss today at 7.6 and almost crying. great pain. I dont know what to tell my son. I dont know what to do.

  • rogerabc100 by rogerabc100 Dec 16, 2014 12:44 AM Flag

    Valuation

    1) Liquidity Services, one of Forbes 2013 'America's 100 Fastest Growing Tech Companies.' was flying high two years ago, with a stock price above $64 per share. Since then they have lost part of Department of Defense contracts. The stock has fallen more than 68% just in 2014. I believe now's the time to buy in to this as a wonderful long-term opportunity. Insiders are buying as well. In April and May the CFO and CAO purchased $1.8 Million in stock, buying in around $13 per share.

    2) LQDT has a market cap of $220 Million, is debt free and sells for less than 8 times prior (2012) peak earnings.

    3) At an estimated Intrinsic Value of $16.50 per share ( based SA intrinsic value), LQDT offers more than 50% potential upside.

    4) Liquidity Services believes they are still in the early days of growth, with multiple large markets still in the early stage of online adoption. They estimate the online surplus management market may be $150 billion, with LQDT still representing revenues of $440M which just 0.3% of the $150 billion market.

  • 1) End of year tax selling is almost over and investors accumulate for "January Effect" after 70% crash in 2014

    2) Soon LQDT will bring some good news from DOD or municipals to offset the recent bad news.

    3) Short sellers had a golden opportunity to cover at $7.5 and stock has stabilized after 27% crash last week

    4) 27% crash was unjustified for termination of ONE out of 12 contracts with WMT

    5) It is still likely that WMT will renew its contract with LQDT. They are still negotiating to provide better terms to WMT. Investor Relation Officer of LQDT stated today over the phone that negotiation with LQDT are not over and are not final. Call 202-467-6868 and speak with one of two Investor Relation Officers

  • rogerabc100 rogerabc100 Dec 9, 2014 10:52 AM Flag

    It is still likely that WMT will renew its contract with LQDT. They are still negotiating to provide better terms to WMT. Investor Relation Officer of LQDT stated today over the phone that negotiation with LQDT are not over and are not final. Call 202-467-6868 and speak with one of two Investor Relation Officers

  • rogerabc100 rogerabc100 Dec 9, 2014 9:46 AM Flag

    Friday 8-K implies that LQDT still negotiating with WMT, otherwise LQDT would announce lawsuit against WMT for breach of contract. Thy received the termination notice on 12/1/14 and started to negotiate. They released the 8-K on 12/5/14 because shareholders should know about the termination. Meanwhile they continue the negotiation to make WMT happy. Call LQDT and speak with IR officer.

    According to Q3/14 transcript , LQDT should get new contracts from few municipal by end of 2014. Review the transcript

  • 1) Soon LQDT will bring some good news from DOD or municipals to offset the recent bad news.

    2) End of year tax selling is almost over and investors accumulate for "January Effect"

    3) Short sellers had a golden opportunity to cover at $7.5 and start to go long

    4) 27% crash was unjustified for termination of ONE out of 12 contracts with WMT

    5) It is still likely that WMT will renew its contract with LQDT. They are still negotiating to provide better terms to WMT. Investor Relation Officer of LQDT stated today over the phone that negotiation with LQDT are not over and are not final. Call 202-467-6868 and speak with one of two Investor Relation Officers

    6) Friday 8K implies that LQDT still negotiating with WMT, otherwise LQDT would announce lawsuit against WMT for breach of contract.

    7) The extension of the contract with DOD for 2 months implies that LGDT relations with DOD is improving

    8) The fact that LQDT says there will meet the Q4/14 indicates that the contract with WMT is not a major blow

    9) According to Q3/14 transcript , LQDT should get new contracts from few municipal by end of 2014

    10) Crash of oil prices is good news for LQDT because companies will try to buy used equipment to reduce cost

  • rogerabc100 rogerabc100 Nov 30, 2014 6:59 PM Flag

    Beware: HSOL will announce BK in 3 months. China banks are pressuring HSOL to reduce debt.

    China deflation is larger than though. FT article says china deflation is larger than EU zone. Too many global population, new technology and internet are causing deflation everywhere .

  • This is the main reason why Hanwha don't merge these 2 companies.

    In a email to IR, I asked why Hanwha does not merge Hsol with Qcell. IR answered all my questions beside this question. In addition note that HSOl is losing its asset value in last 5 quarters. What if Hanwha is transferring assets quietly from high-debt Hsol to its other companies in preparation for bankrupting HSOL ?

    Ask yourself why HSOl is losing its total asset value in last 5 quarters. check it out

    Please beware. I am not shorting HSOL and don't intent to buy HSOL anymore. I took a huge loss by selling all my HSOL shares , moved to ESI 2 months ago and was very lucky.

HGG
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