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Analog Devices, Inc. Message Board

rorystreamer 62 posts  |  Last Activity: Jun 26, 2015 3:00 PM Member since: Mar 11, 2013
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  • Reply to

    Stay High

    by mass_murderer_che_guevara Jun 26, 2015 12:55 PM
    rorystreamer rorystreamer Jun 26, 2015 3:00 PM Flag

    Highly unlikely as I will be there in LB for agenda and know some of the employees. Quik has value, mgmt. has clearly done a poor job in past 24 months. You will see news on direction soon. I have no clue as to what may happen. But there is value there, I am anticipating chatter about the sale of the entire company or selling a brand before they start talking about BK. Delisting is a current issue with no guidance. I will wait for the PR and see how that goes. In at $0.68 for pure spec play that this gets bought out for a lot more than $0.68.

    Sentiment: Strong Buy

  • rorystreamer by rorystreamer Jun 22, 2015 5:02 PM Flag

    Now that we have reversed from the bad earnings call and CEO being replaced, I am confident the current mgmt. team has implemented a plan to move forward. What is the plan? No clue. Some sort of PR or update will be coming soon. I expect a sale of the company or assets being sold before dilution or worse case scenario filing BK. We should see this run up past a buck in the meantime with short interest up and as soon as some start to cover, the rest will not be taking the gamble and will cover as well. This is a better situation for longs if you got in from $0.52 -$0.68 range. Pure spec play that can result in doubling your investment. Of course will be monitoring throughout, once I hear something that doesn't resonate I am out. GLTA

    Sentiment: Strong Buy

  • Reply to

    Friday in the Water

    by gdelv45 Jun 18, 2015 3:45 PM
    rorystreamer rorystreamer Jun 18, 2015 5:11 PM Flag

    Well from a technical point of view with the various MDA's, not too sure as I have not looked into that aspect. But on May 29,2015 the short interest was a staggering 25% of the float, 29,724,848 to be exact with 26 days to cover. That puts an expiration date of June 24th. Not caught up on the recent put and call contracts, but in my opinion this is complete speculation at this point as to which direction this will go. What I think is a very important piece to the puzzle is that Ryan Drexler, president and shareholder of Consac, LLC, has called for Quiksilver Inc. ZQK, to immediately explore options to sell the company twice in 2 months, as operating income and the share price continue to plummet. Mr. Drexler's Consac owns in excess of 3.5 million shares of Quiksilver. Owning that many shares of company performing poorly on all levels is a tough pill to swallow. Being that they published this information, plus the mgmt. shakeup, there must be an end to all of this very soon. I have said this before, but no CEO willingly takes the helm knowing that his main job will be to file BK, that just won't happen. No one would hire that guy if that was the case. Being with ZQK for not even a quarter, it does take time to allow the BOD to strategically observe their options and potentially reach out to either a financial institution for options. I believe that is what is happening behind closed doors. Unfortunately, on paper this is a disaster. Revs are decreasing y/y and mgmt. obviously has had issues turning this pig around. The value is there. Potential suitors such as $NKE and $UA could certainly benefit from purchasing $ZQK as a whole. However, breaking it down piece by piece is an options, as well as dilution and BK. Once the PR comes out I will be long or short depending on the content. For now, big risk vs big reward, in @ $0.68 long for now. GLTA

    Sentiment: Strong Buy

  • Reply to

    WEDNESDAY TRADE

    by gdelv45 Jun 17, 2015 11:58 AM
    rorystreamer rorystreamer Jun 18, 2015 1:54 PM Flag

    You always wonder why is it this low and being this low, can it go lower? I thought $ZQK trading under $2 was a good bet. Rode the last rally up to $2.20 before cashing out and putting elsewhere. So watching this from the sidelines, I was certainly willing to get these shares at $0.68. Missed by about $0.10 but now it has reversed and still waiting for PR to officially get the rally started. It could however fall back into limbo and the shorts will take this down again and wipe out recent gains, but no one has a clue as to what they will be planning on doing moving forward. I like the risk at these levels, it is a pure spec play. GLTA hopefully we get some b/o rumors circulating.

    Sentiment: Strong Buy

  • Many speculate that $UA or $NKE would benefit by consuming the struggling Huntington Beach based company Quiksilver (ZQK) that owns brands such as DC and Roxy. Being that this is a lucrative and profitable space (both Globally and Domestic) amongst age groups ranging from children to young/mid adults, both male and female, $ZQK is hitting a 52-week low and all time lows (PPS $0.60 p/share 6/17/15) the need for a sale is imminent. This will happen...unfortunately it will be a sale, asset sale, dilution, going private or filing BK. $ZQK is still pulling in over $300M p/quarter, and yes revenues are decreasing y/y and recently the current mgmt. replaced the CEO and current CEO withdrew that CEO's forecast for the year, but nonetheless there is value here. A lot has happened in the last 24 months, but that has been factored into the current PPS. Strong buy $ZQK, $NKE, $UA. This article has not been published.

    Sentiment: Strong Buy

  • Reply to

    debt level

    by wagaboom Jun 17, 2015 1:23 AM
    rorystreamer rorystreamer Jun 17, 2015 5:11 PM Flag

    The CEO would never take the job to file BK. Would you? Neither would I. Listen, there are multiple options and filing BK is certainly one of them, but also the last choice IMO. I am sure they have spoken to some investment banks in generating the beginning stages of putting this company up for sale. With that also comes the talks about selling off one of the brands. Depending on their overall goal, you would think this comes sooner than later. Hopefully they don't try and do this all on their own and revive the company to get back to it's glory days. I think the damage is done. Now the leading advocate Drexler needs to write some more letters and show up at the corporate office in HB and throw a Jerry Maguire fit lol! But in all serious, BK is the easiest way out also the messiest. So no one will want to do that and have it on the resume. That guy will never act as CEO again if he threw in the towel and said "Yup this is too hard, lets BK this Pig!" not a chance. Atleast not yet. I'll play this conservatively and take the positive PR's, the dead cat bounce, the small rally or what have you and then decide then if I don't see any rumors surface. GLTA

    Sentiment: Strong Buy

  • Reply to

    Hold for the Jump-Back Boogaloo

    by gdelv45 Jun 16, 2015 3:00 PM
    rorystreamer rorystreamer Jun 17, 2015 5:02 PM Flag

    You have 2 choices bet against the company or bet long on the company.

    I can't imagine throwing too much money on going long, as EVERYTHING is speculation at this point. But looking at distressed companies in general, you can decipher what still retains value and what is simply face value. $ZQK still has value, and even though revenues are decreasing y/y, they are still bringing in $300M+ p/Q. Another company such as Nike or Under Armour, who have ample room to benefit from $ZQK's brands, will most likely succeed by purchasing the company as a whole. With smaller, private equity firms that purchase distressed companies like $ZQK, this will not be as glamorous as waking up and finding that $NKE is buying $ZQK for $2 p/share per-say. So there is no real good advice to give with $ZQK as this is purely a gamble. If you want a safe play, try $BAC or $F, even $FB or $APPL, I like $MU at these levels, love $GPRO (as that is my largest holding) and $LOCO... this company with expansions in Utah and Texas (eventually the east coast) will be generating a lot more than $90M p/quarter. Expect $LOCO to simulate $SONC's chart. In 2011, $SONC expanded to the west coast and the PPS was treading at $6-$7. Now it is has grown 3-fold and the PPS is $30. I see $LOCO at $40 by end of 2016. But with $ZQK, its a spec play. I am long, I think that $0.68 p/share is a great price to pay looking at all of the published information. Sale is most likely in my opinion, however I have made some good calls and I have been completely wrong. But I do think that when you break down the last 24 months, $ZQK should be doing $200M p/quarter at this PPS. This was tattered by the street, I'll float some change to see what happens. GLTA

    Sentiment: Strong Buy

  • Reply to

    WEDNESDAY TRADE

    by gdelv45 Jun 17, 2015 11:58 AM
    rorystreamer rorystreamer Jun 17, 2015 4:50 PM Flag

    This company still has some value as well as debt. Drexler being their biggest advocate for a sale may get his wish. However, if you are in this stock at an avg of $2 and are waiting this out, not sure how much the sale will generate given the future of this company is unknown. Selling assets may be another solution as well as dilution to reinstate a plan and execute it. Not sure that the street wants to hear a new plan to save the company. So you will see a SALE of the company or SALE of DC. But they will avoid BK as much as possible. Nasdaq listing requirement maintaining a PPS of $1 or more will become an issue eventually, but you should see some positive PR soon. Management will come out and speak soon. They cant let this go below $0.50. I got in @ $0.68 p/share, betting on Buyout and positive PR to get this back to $1. Risk vs Reward place your bets. GLTA

    Sentiment: Strong Buy

  • Reply to

    LOCO,,,Some NEWS.................

    by cat_tracker_2000 Jun 15, 2015 8:30 AM
    rorystreamer rorystreamer Jun 15, 2015 1:12 PM Flag

    LOCO is very similar to Sonic. in 2011 the weather was affecting the East Coast pretty heavily and one of my analysts had Buffalo Wild Wings and Sonic on his hot list due to the fact that you were going to see same store restaurant sales decline that particular quarter revenues were recorded. That crazy weather did in fact effect revenues as it literally prevented people going out. So with that said, $SONC was trading at $7 and at that time they said they were expanding to the West Coast, particularly California where they say if you can make it here (In CA) you can make it anywhere. Point being, $LOCO is based in CA. As they expand to the mid-west and east coast, all of the stores will be brand new implementing the new menu and new training. So based on the current response in Texas, I'd say the PPS for LOCO doing $90M a Quarter is great @ $20 p/share. Once they roll out 200 more stores, revenues will be in the $200M+ with more stores being added y/y. This one is too easy. Load up for a generational buy.

    Sentiment: Strong Buy

  • Reply to

    IF YOU SEE THIS BELOW 50 CENTS

    by ubank_1999 Jun 11, 2015 6:04 PM
    rorystreamer rorystreamer Jun 12, 2015 1:12 PM Flag

    The good news is that the bad news has already been disclosed and there is some support at the $0.65-$0.70 range. With any bad call and earnings report, ZQK mgmt. team knows the urgency for some PR that will boost the confidence of investors. IMO you will see some interested parties seeing value there and then it just comes down to the details as ZQK will not give it away. Hopefully the new CEO can negotiate this sale as a whole and not piece it out, that would be a circus and most likely will not bode well with the streets expectations. There is just a lot going on with this company and nothing is positive...but that is the risk. In yesterday and looking for near-term rally and b/o news. We shall see. GLTA

    Sentiment: Strong Buy

  • Reply to

    bk the only way out now......

    by ubank_1999 Jun 10, 2015 4:15 PM
    rorystreamer rorystreamer Jun 11, 2015 4:58 PM Flag

    I don't agree. I don't think a buyout is a pipe dream at all. BK is certainly a probability, some may think it is a high probability, but none the less it is just probable and speculation at this point. Would you take the Quiksilver CEO position to file BK? I wouldn't and neither would you. The point is to turn this PIG around, right? You will see (2) scenarios guaranteed. One, you will hear a plan on how they can turn this around and become profitable in 2nd half of 2016 early 2017. If that plan fails, filing BK will most likely happen as mgmt. will have made it worse and a potential suitor will not want to clean up more of the mess. Or two, they decide we cannot pursue a plan to recover, so let's sell an asset, go private, sell the entire company etc. which would happen sooner than later. But as for just filing BK as the new CEO, he would be mocked and laughed by all of his peers. But a viable option for sure, and every shareholder should be aware of this happening. Quiksilver is synonymous with Surfing, an iconic brand and household name. I am sure some European investment group would entertain crunching the numbers, as well as a few other private equity firms that can buy this penny's on the dollar and make a profit down the line. Tons of options at this point. But I am going with their leading shareholder Drexler and the urgency to sell immediately. I will take $2.20 p/share for everything all said and done. Anyways, I am in and you are not. So we shall see.

    Sentiment: Strong Buy

  • Reply to

    $1 is all I need

    by rodious2003 Jun 11, 2015 3:50 PM
    rorystreamer rorystreamer Jun 11, 2015 4:47 PM Flag

    Looking at the revenue for this past quarter, $333.05M vs the estimated revenue was of $341.24M. That is not a surprise to me. I knew they would miss that. However, I didn't know the old CEO was over zealous with his forecast. Like any new CEO, per say, they want to address all of the negative info right off the bat, set a plan and work towards achieving that plan. But the misleading information has now been factored into the PPS sending this to just under $0.70 p/share. Is everything disclosed and factored into this price? I believe yes it is. The new CEO needs to find suitable buyers that can use the existing brands/revenues and clean up this mess. I see value in this company and like most others, I think that any company doing $300M+ quarterly (yes even though they are decreasing y/y) can be seen as added value to a profitable and growing company such as Nike or similar. It depends, there is a lot of scenarios. Under Armour, who is catching up to Nike pretty quick may need this to enter that consumer goods/surf/skate/snow space. Those being the larger players in consumer goods, but as an example it explains my point. Value is there. The PPS has factored in all of the above and what has gone on in the last 24 months. We should see some action about BK, asset sale or complete b/o soon. Place your bets, your guess is as good as mine. GLTA. Bought in today for initial position.

    Sentiment: Strong Buy

  • Reply to

    Buyback of company comming soon

    by gdelv45 Jun 10, 2015 2:04 PM
    rorystreamer rorystreamer Jun 11, 2015 4:37 PM Flag

    Agreed. I felt the same about the struggling SSD company $OCZ. With no evidence of a b/o there was no point to be holding the bag. That company had accounting issues led by a corrupt CEO that fled to Panama. But with ZQK, I do see face value for Quiksilver the brand and the other brands they own. There is value there. However, the balance sheet, management in disarray and recent shareholder value diminished over the past 24 months, you are correct there is not a smidge of evidence that says a b/o will happen. But with most companies, CLWR most notably, that got bought out, it did come when no one expected it. I bought CLWR strictly on the fact they owned a ton of Spectrum (for wireless) even though they carried a ton of debt. But we will see. It seems that Drexler, their advocate for change will get something done. I will wait and see, I took a gamble on the dead cat bounce or anything positive that will trigger this to head upwards in the near term, but with the b/o as my thesis to buy in. It has gotten this bad and a sale is the only solution keeping the brand recognition alive. GLTA. Break even for the day, we shall see about tomorrow.

    Sentiment: Strong Buy

  • Reply to

    Buyback of company comming soon

    by gdelv45 Jun 10, 2015 2:04 PM
    rorystreamer rorystreamer Jun 11, 2015 1:07 PM Flag

    This company will be sold. Previous Management most likely had a plan in place and said lets see if this works. Drexler obviously being impatient has been stressing a SALE to the BOD, so it certainly gives the chance of a sale a viable and most likely situation. Quiksilver is synonymous with Surfing and Kelly Slater. Will that one day disappear? Not a chance. Nike being a big player in that space now seems the most suitable. However, you see Private Equity firms now that seem to be in the business for buying distressed brands etc. So there are a few scenarios I see. The best being a SALE and rumors starting about who and what was said. Possibly taking the co private. Dilution being the worst case scenario. And then of course nothing and let this stock tremble along the unknown until they can get back on track. But as they stated in the last call, it wont be the 2nd half of the year, most likely in 2017. So I see the urgency for something to happen..what? Your guess is as good as mine. I see a sale occurring. That would be easiest as the new company can restructure debt and start from scratch keeping the brand recognition alive. GLTA/ Bought in $0.68 this morning 10k shares. Let's see this run on rumors!

    Sentiment: Strong Buy

  • Reply to

    Dead money for years now

    by zgoldansky Apr 20, 2015 2:51 PM
    rorystreamer rorystreamer Apr 20, 2015 5:42 PM Flag

    They will raise more money and dilute shares. Company will not let this go given the current trials they have completed. They will continue to say they are "working on resolving the issues from the last trials" and they will say "we feel confident that knowing what we know now, we can fix the issues and get positive results" shoot... I can come up with this #$%$ too, but no one listen's to turtle. $AMPE is worthless, they make $0 revenue, and this was trading at $8... wow.... and no one saw a huge, huge drop off!! Man 65% in one day is a boat load of cash gone... thanks CEO and $AMPE staff for making all longs instantly broke...and the ones that have been loading up the past several months, accumulating for the long-term, one long was saying he is looking at boats.. lol.. yes boats... like $AMPE was going to bring in the money... not at all... invest in growth companies that are beating revs year over year, not speculative hype.

    Sentiment: Strong Sell

  • Reply to

    Open above $3 tomorrow. Drug is still effective.

    by rtreed77 Apr 20, 2015 4:27 PM
    rorystreamer rorystreamer Apr 20, 2015 5:36 PM Flag

    You are kidding right? Quick question and answer honestly, how long do you think $AMPE has been trying to get both Ampion and Optina approved? Now, how long do you think they were working on getting Zertane approved?

    Let's just say Zertane was forever, and they couldn't so they spun that off and created another company and then said it would be going public. Has that happened?

    Now, back to their only two drugs left. Nothing has happened since they started their first trials. But they have given you a boat load of excuses. History repeats itself. Nothing but fluff and loyal longs that get duped for all of their hard earned money. Look at the chart, nothing has been approved and this was hyped beyond belief and that is what you get when you trust a #$%$ of a CEO, google his past with previous company. Listen to Adam from the Street. All longs hate him bc he exploits the small details that don't add up. Like the existing office building, and Dr. Vaughn Cliff's office. I bet everyone assumes it is a great looking office. Not quite, this is a strip mall and I think a Weinerschnitzel is on the corner. Not your Beverly Hills office by any means. Sure they teased you with a $10M facility, but you need an approved drug to afford that. And what about that huge capital raise they did... for 10 employees...a lot of money for a 10 person company. Things still don't add up and I am so glad I got out when I did. I have been waiting for this day the minute I pulled out of this POS... sorry longs you got burned and never looked at the warning flags. Don't listen to the longs that will bet their mortgage and get married to a stock, that is what you get. Hopefully your lesson will be learned. And BTW this will got to $1 before you see $3. $AMPE is worthless, shorts will tear this down

    Sentiment: Strong Sell

  • rorystreamer rorystreamer Apr 20, 2015 5:25 PM Flag

    I tried telling some of these peeps on here. I strongly advised things didn't add up. Man... I do not see this bottoming out. I would sell everything you have and put into $BABA price target $120 in 15 months or $YHOO price target $65 in 15 months. Slowly recoup your losses with a no brainer. Biotechs are tough. This was easy to spot. If still interested in this area $ARRY or $MACK. GLTA.... Man 65% in 1 day... oooooh that must hurt the account

    Sentiment: Strong Sell

  • Reply to

    BURNED

    by max.pomeroy Apr 20, 2015 2:40 PM
    rorystreamer rorystreamer Apr 20, 2015 4:01 PM Flag

    Max, I certainly tried to warn others. I held for over 12 months. I had a calendar specifically tailored for $AMPE. I had every PR, event, milestone, conference, Earnings date and everything else I felt important to list on my calendar. I was very knowledgeable of what information was public. Once statements and dates didn't add up, I got caught on the first burn (I think down 25% or so) and said to myself that doesn't happen to good companies with a healthy pipeline. Before you know it, management is scrambling to make a statement. then they said the transport company they hired froze the human serum therefore it "may" effect the outcome of the current study. The funny thing... they never spoke about that day again. filing BLA docs by end of summer... never mentioned that again. It's funny how no one besides me was talking about this. They would say "oh the STRUT trial results will be even better" or something like that. It seemed that everyone was being paid to like $AMPE bc they thought it wasn't a big deal. Tons of red flags, I pretty much tied up 50% of my funds for over 12 months and was left with a 25% profit. I knew I should have sold off at $9... but it was tough, at that time Jeffries and Citi had $19 - $22 price targets. Thought it was a shoe in. Then Citi and Jefferies moved on, so did I, put all of my $AMPE money into $HLT. Best decision ever. Now I mess around with small cap biotechs. Go $BIOC $CLRX $ONCS

    Sentiment: Strong Sell

  • Reply to

    Rational thoughts

    by billwilliams836 Apr 20, 2015 10:38 AM
    rorystreamer rorystreamer Apr 20, 2015 2:13 PM Flag

    Racavalli, time to give up man. Your fight is over. You lost 65% in one day. Another 15% tomorrow, and then another 10% before this bottoms.

    Sentiment: Strong Sell

  • Reply to

    Where is my shirt?

    by ri66 Apr 20, 2015 9:06 AM
    rorystreamer rorystreamer Apr 20, 2015 2:11 PM Flag

    You lost 65% of your money. Period.

    Sentiment: Strong Sell

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