Krispy Kreme Doughnuts, Inc. Message Board

sas.tallen 97 posts  |  Last Activity: May 16, 2013 9:21 AM Member since: Dec 27, 2012
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  • HEK WILL BEAT and RAISE ESTIMATES. BIG ROAD SHOW ahead with CS First Boston and Deutche Bank and Citibank. Expecting one or all 3 with new buy coverage shortly!!!!

    Sentiment: Strong Buy

  • Reply to

    HEK EARNINGS AND INSTITUTIONAL ROAD SHOW!!!!!!

    by sas.tallen Feb 22, 2013 6:21 PM
    sas.tallen sas.tallen Feb 22, 2013 6:49 PM Flag

    My prediction. We now get a stock moving higher into earnings starting Monday. And some definite short covering. I didn't say short squeeze not yet at least lol. The shorts have to be thinking wow maybe these newbe water analysts are wrong. And what if? The choice is simple lock in gains while you have them. NOW MOST IMPORTANT WHICH HAS BEEN MY POINT FOR AWHILE.
    SMART MONEY (60%) VS DUMB MONEY (SHORT SELLERS and Dave Rose and Jeffries -zark-moneywizard etc)
    Smart money knows that they need to buy stock when they can not when they have to!!!!
    Smart money is long 90 million shares.
    Smart money is patient.
    The newest member of SMART MONEY is Steinberg Asset Management 9 MILLION new share postion!!!

    Sentiment: Strong Buy

  • The short sellers have dug in. They will not cover their extreme short postion that they are holding on to. Anywhere between 37-40MM shares. EXTREME!!!
    Simple Arithmetic.
    251MM SHARES TOTAL OUTSTANDING (-95MM LOCKUP 2 YEARS CEO STOCK)
    -95MM SHARES (CEO LOCKUP STOCK)
    156MM SHARES OUTSTANDING AS TO THE ACTUAL SHARES
    -101MM SHARES (65 PERCENT APPROX. INSTITUTIONAL AND FUND OWNERS LT HOLDERS)
    55MM SHARES
    -13MM INSIDER OWNED (HECKMANN,ETC)
    42MM SHARE FLOAT (TRUE ACTUAL FLOAT)
    15-20MM SHARES (RETAIL OWNED)

    22mm SHARE (REAL FLOAT)

    -40MM SHARES SHORT

    AT least 50 percent OF THE FLOAT IS SHORT and perhaps as high as 60%
    23 DAYS TO COVER and probably higher.

    Watch how quick the stock trades right back up on Monday.

    SMART MONEY LONGS ARE ACCUMULATING SHARES AGGRESSIVELY. THIS TRUE SHORT SQUEEZE WILL BE ONE FOR THE AGES!!!!
    THIS STOCK WILL BE JUMPING $.50-1.00 CLIPS
    $8-12

    Sentiment: Strong Buy

  • sas.tallen by sas.tallen Apr 5, 2013 9:03 AM Flag

    250K BLOCK end of day. Expect many more of those. HEK has been "manipulated lower" from short sellers. Exepct some ground breaking news on some of these short sellers very soon. Stock is heading significantly higher in the short term!

    Sentiment: Strong Buy

  • sas.tallen sas.tallen Feb 28, 2013 2:42 PM Flag

    Only a SMALL portion dave rose and jeffries were able to help out. That's over!!!! NOW the hard part. ALL the bad news is out of the way or at least it was already priced into the stock... VERY BULLISH

    Sentiment: Strong Buy

  • Reply to

    HEK EARNINGS AND INSTITUTIONAL ROAD SHOW!!!!!!

    by sas.tallen Feb 22, 2013 6:21 PM
    sas.tallen sas.tallen Feb 22, 2013 6:24 PM Flag

    HEK up after hours for real $3.66 13,800. This is very big news. And the short sellers with be not sleeping no well this weekend with a Heckmann road show!!!!

    Sentiment: Strong Buy

  • sas.tallen sas.tallen Mar 17, 2013 5:03 PM Flag

    Let me also add that the 'OLDER NO NAME analysts' on HEK had NO idea how value this extremely FAST growing company with 100 PERCENT REVENUE growth 3 years straight. For example Dave rose at Wedbush tried to make a name for himself,a month ago and it blew up in his face!! He was a former waiter 3 years ago and currently a water analyst and thought he was smarter then the market! HE HAS NO IDEA ABOUT HECKMANN. And HECKMANN DOES NOT EVEN RETURN HIS PHONE CALLS!! He was blackballed from anything to do with the company!! He thought he knew THEIR business and downgraded HEK PLACING a $2.50 price 1 month before actual earnings!!! Think about how wrong he WAS!!!! The stock is ALMOST 100 PERCENT HIGHER!!!! Dave Rose go back to waiting tables!!!!
    And Jeffries gets no inside or edge on the company and even he was #$%$ off for missing the HUGE UPSIDE SURPRISE!!!!!!
    The true value on Heckmann's business no one really knows. But at 100 percent revenue growth easily $8-10!

    I DO EXPECT VERY SHORTLY Another SURPRISE THE STREET AND CRUSH THE SHORTS NEW BUY AND NEW COVERAGE BY DEUTCHE BANK who just so happens to be on the Heckmann Institutional Road Show in just a few months!!!!!! (I don't believe in conspiracies!)
    I DO BELIEVE THAT THIS EXPLOSIVE MOVE HIGHER WHICH JUST STARTED WILL SHOCK EVEN THE BIGGEST BEARS!!!!
    THE VOLITILITY IN HEK WILL CONTINUE!!!!!!

    Sentiment: Strong Buy

  • IS A SHORT SQUEEZE IN HECKMANN Imminent?
    44 MILLION SHARES SHORT
    The short data was disclossed and short interest has gone much higher!
    OVER 50 PERCENT of the outstanding "actual" float has been sold short.
    THE DAYS TO COVER AT 9-10 WILL BE MUCH HIGHER next few weeks (lower # because of those 15mm high vol days)

    **KEY BULLISH INDICATOR 65% OF THE OUTSTANDING SHARES 101mm INSTITUTIONALLY OWNED

    SENTIMENT CHAGNING on HECKMANN or NUVERRA RAPIDLY
    **MUST OWN FOR MOST ENERGY FUNDS
    ***Bearish Analysts (always a positive)
    NATGAS 2 year highs (30 percent of business)
    #1 PURE FRACK PLAY
    US BECOMING ENERGY INDEPENDENT
    MORE AQUSITIONS (surpise the street)
    PRIME TAKEOVER CANDIDATE $13-15 (can happen quick)

    251MM SHARES TOTAL OUTSTANDING (-95MM LOCKUP 2 YEARS CEO STOCK)
    -95MM SHARES (CEO LOCKUP STOCK)
    156MM SHARES OUTSTANDING AS TO THE ACTUAL SHARES
    -101MM SHARES (65 PERCENT APPROX. INSTITUTIONAL AND FUND OWNERS LT HOLDERS)
    55MM SHARES
    -13MM INSIDER OWNED (HECKMANN,ETC)
    42MM SHARE FLOAT (TRUE ACTUAL FLOAT)
    15-20MM SHARES (RETAIL OWNED)

    19mm SHARE (REAL FLOAT)

    -44MM SHARES SHORT

    ***THIS WILL BE SIMILIAR TO "NFLX" TYPE SHORT SQUEEZE.on a percentage basis

    Sentiment: Strong Buy

  • sas.tallen by sas.tallen Feb 27, 2013 2:53 PM Flag

    and adding more..

    Sentiment: Strong Buy

  • sas.tallen by sas.tallen Feb 28, 2013 2:11 PM Flag

    shorts will be covering...

    Sentiment: Strong Buy

  • Short Interest (Shares Short)
    40,395,400
    Short Percent of Float
    43.38 %
    Short Interest - Prior
    43,157,600
    Short % Increase / Decrease
    -6.40

    Sentiment: Strong Buy

  • sold off from $4.41-2. Aggressive seller to flatten out HEK postion end of week. Nice profit taking for day traders to end the week flat. Excellent week for HEK shareholders. MOMO money sitll in the stock. How do I know? Watch it trade straight back up!!! This is what it did after last sell off few days ago. Stock RELATIVE strength is VERY STRONG!!!!

    Sentiment: Strong Buy

  • sas.tallen sas.tallen Feb 22, 2013 4:24 PM Flag

    keep in mind that the jeffries clients whoever they are either sold before the downgrade or are holding on to the stock. the 2 downgrades are built into the HEK stock price right now. the 60 percent institutional owners are certainly not bailing. the wild card for the short sellers which they are not counting on is that these preemptive analysts are WRONG. THE MAIN PLAYER IS CS FIRST BOSTON and they haven't blinked yet. Hmmm maybe because they are the most reputable firm on wall street and heckmann. This wouldn't be the first time that analysts are wrong. They are taking a very big risk on their reputation. Well not really. Both firms are really footnotes. Either way the bad news is built in already.

    Sentiment: Buy

  • THAT'S RIGHT HEK FANS!!! THE MOST IMPORTANT NEWS I HEARD IN AWHILE. INSTITUTIONAL ROAD SHOW!!! WHAT DOES THAT MEAN GOOD NEWS AHEAD OTHERWISE NO REASON TO GO ON THE ROAD!!!! (It's like a band. No reason to go on the road without a new album)
    AND NEW COVERAGE to follow from NEW ANALYSTS AT MAJOR FIRMS!!!!!
    **** most important cs first boston, (notice 2 conferences), deutsche bank, and citibank
    HERE'S THE LIST.
    Upcoming Investor Conferences
    Management will participate in the following investor conferences:

    2013 Credit Suisse Global Services Conference
    March 11-14, 2013
    Scottsdale, Arizona

    ROTH Capital Partners: 25th Annual OC Growth Stock Conference
    March 18-20, 2013
    Laguna Niguel, California

    Houlihan Lokey 8th Annual Global Industrials Conference
    May 9, 2013
    New York, New York

    Credit Suisse Waste & Industrial Services Conference
    May 14-15, 2013
    Boston, Massachusetts

    Wunderlich Securities, Inc. Investor Summit at WasteExpo
    May 20, 2013
    New Orleans, Louisiana

    Deutsche Bank Global Industrials & Basic Materials Conference
    June 12-14, 2013
    Chicago, IllinIOS

    Citi Global Water Investment Conference 2013
    June 26-27, 2013
    London, England

    Sentiment: Strong Buy

  • sas.tallen by sas.tallen Mar 12, 2013 9:37 PM Flag

    gap up. short squeeze. done.

    Sentiment: Strong Buy

  • just watch and remember I told you so. SQUEEZE baby SQUEEZE

    Sentiment: Buy

  • sas.tallen sas.tallen Mar 28, 2013 8:00 AM Flag

    **most important. The stock technicals are excellent
    **heckmann was an $11 stock when it has a spec play
    ** 1 billion in revenues 2013

    Sentiment: Strong Buy

  • Normally.. companies report earnings followed then by either an upgrade or downgrade.. Like a report card in school. Wall Street's dirty litle secret is that these upgrades or downgrades are only paper work once they are released. The analyst's/firms clients are given the buy or sell signal way before the report is released. The reports are for the "stupid" retail investor. There are very few surprises on the street after the fact. Unless a company doesn't communicate with the analyst community and wants to keep a "chinesse wall" ..the way wall street firms are surpposed to keep between the analysts/investment banking/trading deparment. SEC regulations require and regulate this.
    So now we 2 analysts that jumped the ship.
    This is very interesting to me considering the company is in the quiet period right now. So they would not discuss anything with anyone anyway over the last month.
    Analysts have been wrong MORE TIMES THEN NOT. MOST OF THEM HAVE A VERY LOW SUCCESS RATE! BUT THEY HAVE MORE POWER ON SMALL CAP STOCKS THEN ON LARGE CAP COMPANIES.

    I will still go back with the SMART MONEY INVESTORS WHO HAVE A LONG HISTORY AND TRACK RECORD OF BUYING SMALL CAP COMPANIES WITH EXPLOSIVE GROWTH!!!

    The good news that ALL THE BAD NEWS IS PRICED IN. SO EARNINGS CAN ONLY be a postive good or bad.

    NO position in HEK right now but will be seeking an entry point.

  • sas.tallen sas.tallen Feb 28, 2013 4:05 PM Flag

    INCORRECT. 43.38% is the actual reported percetage of the float. But the real # is closer to 50 percent!

    Sentiment: Strong Buy

  • sas.tallen sas.tallen Mar 8, 2013 7:56 PM Flag

    With respect. You are 100 percent wrong. There is no protection on the 40mm naked short postion. (they only covered 6 percent or 4mm shares since last report on the downgrades) I am 100% sure. I did my homework. I have been expecting a massive short squeeze since january. It was all set up. The technicals were perfect. The momo money was in the trade. And then premarket wedbush on Monday February 11th protects his short selling clients and downgrades the stock and thinks he's a hero. At least he did one good thing. All the weak holders are out of the stock. They will be paying over $4 this week for the same stock they sold at $3.50 and lower. The "naked" shorts are in big trouble. They have no more analyst protection! Institutions are increasing there postions. ***Steinberg Asset Management 8MM share postion (6% stake). And many others this past month. Smart Money ALWAYS BUYS WHEN THEY CAN NOT WHEN THEY HAVE TO!!!!
    THIS TIME IS DIFFERNT. REMEMBER CS FIRST BOSTON has said nothing. THEY HAVE THE MOST INFLUENCE IN HECKMANN. HECKMANN WILL be speaking on TUESDAY at the CS FIRST BOSTON conference. What do you think this means??? VERY possible for a 100 percent move in the stock this week!!!!

    Sentiment: Strong Buy

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