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Oclaro, Inc. Message Board

shareholder_in_residence 67 posts  |  Last Activity: 3 minutes 58 seconds ago Member since: Nov 4, 2010
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  • shareholder_in_residence by shareholder_in_residence 3 minutes 58 seconds ago 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.....
    IMHO.

  • 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.....
    IMHO.

  • 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.
    IMHO.

  • 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.....
    IMHO.

  • 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.
    IMHO.

  • 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.
    IMHO.

  • 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.
    IMHO.

  • shareholder_in_residence shareholder_in_residence Sep 15, 2014 3:05 PM Flag

    unbelievable, just when you think it can't get worse, it DOES!

  • shareholder_in_residence by shareholder_in_residence Sep 15, 2014 3:03 PM Flag

    How low can this go???? I'm thinking now it is either manipulation, news that we don't know yet, or some big boys leaving. What's up with this???? Company is executing to the plan, yet we keep dropping. Will it end, and where? For us longs this is excruciating. Is MGMT aware of the pain shareholders are feeling, and do they care?
    IMHO.

  • shareholder_in_residence by shareholder_in_residence Sep 12, 2014 3:05 PM Flag

    zzzzzzz. When will this wake up? All of yesterday's gains (also seemingly mysterious) vaporizing before our eyes. Figures....can't get a break with this one. Even though Mgmt is actually doing a good job in turning this around....and calling the future of optics....and preparing for selling into that future.

  • Reply to

    Conference call

    by kgfvhfd Sep 12, 2014 9:08 AM
    shareholder_in_residence shareholder_in_residence Sep 12, 2014 10:03 AM Flag

    Oh yes, wow, 100M pipeline....straight from the CEO's mouth. Gosh, I sure do believe every word I hear from that one! Yes, he is truthful, honest, and just a generally great guy!!! All the while he is giving you his best crocodile smile, he is reverse-splitting the shares, then re-issuing more, giving himself and rest of family members bonus share awards and raking in big salaries for all family members. Meanwhile the company is spinning into the DIRT. Hiring 200 staff? Really, and what is he going to pay them with? Plan on the outstanding share count being drastically higher for the next earnings call.
    IMHO.

  • shareholder_in_residence by shareholder_in_residence Sep 12, 2014 9:59 AM Flag

    CEO says transition "impacted severely" the licensing revenue of OCLR, BUT, they have hired 200 more staff? Seems to me, 15M down to 5M is not impacted severely, it is a DISASTER. But lets see, the stock outstanding increased from 8M shares to 9.1M shares, oooohhh guess that must be Mgmt's reward for doing a GREAT job! Or, it is the ONLY way for this company to get revenue, but first SHRINKING the stock (R/S) then issuing new shares before it can drop again!! Rinse and repeat folks!
    IMHO.

  • Reply to

    NTWK is toast....

    by shareholder_in_residence Aug 28, 2014 5:42 PM
    shareholder_in_residence shareholder_in_residence Sep 3, 2014 3:41 PM Flag

    Wow, from 4.09 to 3.04 in what, less than two weeks? After news of that big 16M contract? What gives? I still think a whole new load of shorts jumped in once above 4. And, once the trend is set, it is really hard to reverse. And the trend continues to be DOWN.
    IMHO.

  • Reply to

    This will go green today

    by daytrader123456 Aug 28, 2014 10:44 AM
    shareholder_in_residence shareholder_in_residence Sep 2, 2014 8:29 PM Flag

    Oops, guess NOT. Down another 5%. BANK ON IT.

  • Reply to

    Earnings ......

    by lost_and_found_box_2002 Sep 2, 2014 3:53 PM
    shareholder_in_residence shareholder_in_residence Sep 2, 2014 8:27 PM Flag

    Two reverse splits and inflating shares outstanding after. That's the real cash source, not contracts. And, how did Mgmt receive the message? Last reverse split was in 2012. Just 2 years ago. Prior to that it was in 2003. So I guess if they can go 10 years between reverse splits instead of 9 then I'd believe they got the message.
    IMHO.

  • Reply to

    KScott = NTWK Employee

    by shareholder_in_residence Aug 29, 2014 10:43 AM
    shareholder_in_residence shareholder_in_residence Aug 29, 2014 5:24 PM Flag

    I'm no comedian. However, if NTWK turns around into a decent company, then surely I'll buy some. I have no qualms about going from disliking a company to pinching my nose and buying a few shares. Right now however, the long term trend is still in, and the mgmt. is still opaque. Today clearly the market was saying SELL.
    IMHO.

  • shareholder_in_residence shareholder_in_residence Aug 29, 2014 3:53 PM Flag

    Seems to me the "computer system" tracking all this must be the alert that further due diligence is needed in order to formulate a lawsuit? Sorta like the canary in the coal mine, something is up at NTWK, look at the decline, lets see if there is anything suspicious we can grab onto?
    Except, NTWK may actually have been hiding or misleading investors which is still to be determined. I'm sure you are in the industry, guess you must have forgotten to mention this....LOL
    IMHO.

OCLR
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