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Oclaro, Inc. Message Board

shareholder_in_residence 18 posts  |  Last Activity: Dec 4, 2014 3:06 PM Member since: Nov 4, 2010
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  • shareholder_in_residence shareholder_in_residence Dec 4, 2014 3:06 PM Flag

    4M shares, down .50. If that is not capitulation longs are really toast here.

  • Reply to

    oclr value$8

    by safewaymotor Nov 26, 2014 12:14 AM
    shareholder_in_residence shareholder_in_residence Dec 2, 2014 4:26 PM Flag

    So as they say, never say never. Just because their history is so dismal does not mean that they can't turn it around. I've seen it before, although it is easy to feel jaded in terms of their future. However, clearly someone is buying, I was observing accumulation below 2 has been so easy the past few days. For anyone determined to build a large share position the market has helped out a lot.

  • shareholder_in_residence by shareholder_in_residence Nov 26, 2014 3:57 PM Flag

    lack of follow-through in the past two days leads me to believe it was a one-off. We are drifting lower again, which is really a drag. I've been thinking this company is doing all the right moves, they have eliminated debt, trimmed the workforce, closed sites, and have 100M cash in the bank. And they have great tech. All of which should put them on the auction block or at least increase the share price. Subtracting cash, the whole enchilada is only being valued at one buck. What's up with that? It doesn't even account for the loss carry forward.

  • shareholder_in_residence by shareholder_in_residence Nov 24, 2014 4:15 PM Flag

    WOWSA, what a ride today, on heavy volume!! My intuition tells me shorty tried to defend but was OVERWHELMED by buying today! We *were* 7M shares short and approximately 500k of accumulation has driven this up .50 over the past 5 days. That implies a LOT MORE UPSIDE as more shorts get scared out of this stock. AS THEY SHOULD BE! Who in heavens name would short a stock down to a valuation that is just .50 for the whole business???? $1/share in cash, no debt, and huge carry-forwards to the right buyer....sheesh!

  • shareholder_in_residence by shareholder_in_residence Nov 24, 2014 9:48 AM Flag

    Uptrend, and someone(s) are accumulating. Can only mean two things....YEAH!!!!!! Shorty is giving up, or we are going to get BOUGHT!!
    My original target for a buyout was 4.50. That's for the tech, the cash, and the customers. Now, however, there is the tax implications of the past loss carry-forward. I don't know the value of that...does anyone on this board have any numbers we can use to calculate this to a potential acquirer?

  • Reply to

    New HR Director

    by cold_beef_cake Nov 18, 2014 8:03 PM
    shareholder_in_residence shareholder_in_residence Nov 19, 2014 10:53 AM Flag

    Agree with that! What bubble are these folks in? Must not be the same one where my holdings are DROPPING by the minute in this company. I just don't get it, must be a "let them eat cake" mentality.

  • shareholder_in_residence by shareholder_in_residence Nov 18, 2014 4:04 PM Flag

    at 1.58, this company is priced at .58 cents for the business, subtracting out the cash.....unbelievable

  • shareholder_in_residence by shareholder_in_residence Nov 7, 2014 1:21 PM Flag

    Clearly OCLR is making all the right moves. They have slimmed down, paid off all their debt, and now sitting on 94+20+10M in CASH. Plus, they have market leading product and bleeding edge tech. The only real question now is how much is the buyout going to fetch? 4/sh? 5/sh? More? I just can't see them remaining independent since they have now cleaned up their act. How much, and when is the question.

    Sentiment: Strong Buy

  • shareholder_in_residence by shareholder_in_residence Oct 22, 2014 12:37 PM Flag

    This stock is really causing me to lose faith in OCLR. The way it has been moving, with deep dives (although the turnaround plan is really staying on track) on no news; the way it goes DOWN when the market is up, and the way it goes DOWN when the market is down. Seems we shareholders just can't catch a break with this one. I hope today's move is not related to earnings on the 4th.
    We need good earnings, or someone to BUY this firm. I'll take 2.50#$%$ this point.....

  • shareholder_in_residence by shareholder_in_residence Oct 7, 2014 6:34 PM Flag

    Vote NO NO NO on the executive compensation proxy!! Let them BUY their shares just like us!! Mgmt has what now, 15% of the company, and it was GIVEN to them by us. Meaning, they have ZERO cost basis due to it being a GRANT. Thus, they have less invested in this firm than one would think.

    VOTE NO!

  • Reply to

    Vote YES to bring Alain back!

    by alaincoudercomeback Oct 7, 2014 4:40 PM
    shareholder_in_residence shareholder_in_residence Oct 7, 2014 6:32 PM Flag

    Makes one wonder why we had such high hopes for him then. MORE OF THE SAME. Should just take out the money and use it for toilet paper if one is thinking of buying more of this stock. Now if MR. GREG DOUGHERTY would take out some of his own hard earned cash and invest in OCLR in the open market, I'll bet this would turn around.....

  • shareholder_in_residence by shareholder_in_residence Oct 7, 2014 3:58 PM Flag

    Down Down Down she goes!! Yet our mgmt. all they want is more options GRANTS. Seems to me they should be out a) talking up the company and b) looking for more revenue and c) exploring a sale of OCLR if they can't handle it. Shareholders can only take so much.....

  • shareholder_in_residence by shareholder_in_residence Oct 1, 2014 10:17 AM Flag

    When you get your proxies, be sure to vote NO on executive share grants. Enough is ENOUGH! It is unreasonable for us shareholders to further dilute our holdings for management non-performance!!! When the shareprice is 1.5x or 2x book, then lets talk.

  • shareholder_in_residence by shareholder_in_residence Sep 30, 2014 3:53 PM Flag

    Unbelievable....the latest proxy is all about Mgmts proposal for more share grants. No mention of building the business or even what they need to do to grab share from competitors. And, they say, if we don't approve the dilution of 6M more shares, then they will have to raise cash compensation!! DUH, how about just SELLING the company? Now there's a novel idea.....

  • Reply to

    When will OCLR be worth a gamble?

    by zuperzee2003 Sep 29, 2014 10:13 AM
    shareholder_in_residence shareholder_in_residence Sep 29, 2014 4:44 PM Flag

    I like the analogy! LOL, beehives indeed. Since OCLR seems to be a falling knife, not sure what is up. The stock has about a buck a share in cash. Which means, all the tech, all the patents, and all the business activity is only worth .49 cents today. I think this is absurd, and I'm down to two reasons....a big boy wants out, but has to liquidate over time a large position...maybe before qtr end. Or, shortie is in the game pushing this down. Maybe even competitors could be driving OCLR into the ground? Who knows. But on a few of my buys I was getting odd lots of 1 and 3 shares on a thousand share purchase. Who sells 1 or 3 shares of a 1.50 stock? With that being said, question is how low will it go. This is not based off of sales or revenue, as there is intrinsic value in OCLR, now that they have slimmed down. No, this is other kinds of market activity driving this lower....the kind generally longs don't like. At 1.49 I'm buying more. And did today. Some other poster said either .50 or 5.00. At this point, I'm starting to agree, with this irrational behavior anything is possible I guess.

  • Reply to

    OCLR is all-in with 100G

    by ccyjunk Sep 24, 2014 3:28 PM
    shareholder_in_residence shareholder_in_residence Sep 24, 2014 8:19 PM Flag

    Takeover at $3 is about 200M after subtracting the cash. That's 200M for the facilities, patents, and cutting edge product. You would think someone must be calculating this....and determining whether to take OCLR out now that they are debt free and slimmed down. Although, I had the takeout pegged at 4.50....but this low run is starting to undercut that price for sure.

  • Reply to

    Why Why Why is there no value?

    by shareholder_in_residence Sep 22, 2014 11:46 AM
    shareholder_in_residence shareholder_in_residence Sep 22, 2014 1:58 PM Flag

    Jeebe - looks like you may have to lower your estimate of where we will be next year. This thing is trending down down down! and it will be hard to break the trend, IMHO.

  • shareholder_in_residence by shareholder_in_residence Sep 22, 2014 11:46 AM Flag

    If OCLR is coming up with such good product, where are the sales, and why is the SP dropping so hard? Truly it seems like this company is being priced for a going-out-of-business sale. And that is strange, since they have slimmed down, paid off all their debt, and are now producing what could be called leading edge gear. Maybe our best hope at this point if for a buyout since it is so cheap now. A good deal for someone with cash to get the products, patents, and remove competition.

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