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TripAdvisor Inc. Message Board

skiselev81 51 posts  |  Last Activity: May 25, 2016 3:53 PM Member since: Aug 13, 2003
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  • Reply to

    March 10Q

    by semidutch May 25, 2016 12:54 PM
    skiselev81 skiselev81 May 25, 2016 3:53 PM Flag

    You're still not getting that this is just yet another chinese fraud?? Nothing ever changes I guess...keep on dreamin' man...all the way to zero...

  • Reply to

    had to short today @ 73.25 x 2000

    by nworbtra56 May 24, 2016 2:03 PM
    skiselev81 skiselev81 May 24, 2016 4:47 PM Flag

    lol great call man!!! great call...

  • Reply to

    Can the people on this board read?

    by skiselev81 May 24, 2016 2:15 AM
    skiselev81 skiselev81 May 24, 2016 4:42 AM Flag

    The cash has been long gone into the execs pockets, get real...the creditors are those they owe liabilities to, such as suppliers that have not been paid yet...they will get all of the proceeds from the fire sale of their so-called "assets"...go read the release, I don't have to tell you, your awesome management told you this themselves in the release....

  • Chapter 11 announced in the 8-K released after hours today. They flat out say in the release that they expect shareholders to get NOTHING in the sale of assets in BK because of obligations to creditors. All over here, the equity is worth 0. Bye bye!

  • Reply to

    Going Dark?

    by socratesofwallstreet May 20, 2016 12:57 PM
    skiselev81 skiselev81 May 20, 2016 3:52 PM Flag

    this was so obvious all along...pure scam here nothing more...if only we could dream of finding shares to short here...its an easy zero in the making. Cheers!

  • How low does she go this time? $0.20's? Or teens? Single pennies? Any guesses? Clearly it is going nowhere but DOWN in the next few years....what a great short this has been!!!!!

  • Reply to

    URG to be delisted from Russell Global and 3000

    by mess124 May 11, 2016 9:18 PM
    skiselev81 skiselev81 May 17, 2016 1:06 PM Flag

    this junk is headed to 0...ur great "analysis" makes zero logical sense...whatsoever

  • Reply to

    Reed

    by mgw9514 May 12, 2016 10:08 AM
    skiselev81 skiselev81 May 12, 2016 2:17 PM Flag

    Last years third quarter they admitted to having a production problem, however this time they admitted to having lost a tremendous amount of shelf space due to the problems from last year. They also admitted that it will NOT be a quick fix and this low level of revenue ($~10 mln or less) will continue into the foreseeable future. The ONLY chance for the equity here is a sale of the Company outright, because with such levels of revenue along with a continuation of plant issues they talked about on the call, there is no way to repay the short term debt due later this year. It is really BK or a sale, that is the only way out. That is what they admitted to on the call essentially. Therefore, the risk profile is now tremendous, higher than it has ever been. This is the worst situation this Company has probably ever faced in it's existence, and you could hear the trembling in Chris's voice....looks like he has realized that he has now lost his "baby" because there is no way out outside of a major dilution at lower prices...means his stronghold on this Company is about to evaporate after a huge capital raise for survival...Hope you realize now why this was the worst call this Company has ever faced. Cheers!

  • Reply to

    Reed

    by mgw9514 May 12, 2016 10:08 AM
    skiselev81 skiselev81 May 12, 2016 10:17 AM Flag

    You just wait...this is just the beginning...it will sell off all quarter long until the next release...you will see the $2's here shortly. There are NO catalysts to hold this stock, revenue will continue being in the $10 million range for the foreseeable future. Go read the transcript of their dismal call. This one was the worst I have seen in about three years here. Nothing good to expect on the horizon, as they lost a ton of market share with their production fiasco last year. Cheers!

  • Reply to

    ot done

    by boardwalk97 May 9, 2016 3:14 PM
    skiselev81 skiselev81 May 11, 2016 6:00 PM Flag

    You will get this price tomorrow as this stock will crumble 30-40%...it is clear they ost a ton of market share and were pushed off numerous shelves because of their production issues last year...it will take a very long time to get back on those shelves since you have to get the purchasing manager's trust back after such a fiasco...may take 3-4 quarters to get back to $12-13 mln in quarterly revenue...for now we can expect $10 or lower...problem is that at such revenue rate these guys are bleeding a ton of cash and the short term debt will be impossible to pay back...it may be heading to $0 within a few quarters even...what a total destruction here!!!

  • Reply to

    ot done

    by boardwalk97 May 9, 2016 3:14 PM
    skiselev81 skiselev81 May 11, 2016 5:33 PM Flag

    Look at SVU btw...trading at 0.07x revenue...this junk may be headed there also. Cheers!

  • Reply to

    ot done

    by boardwalk97 May 9, 2016 3:14 PM
    skiselev81 skiselev81 May 11, 2016 5:31 PM Flag

    A company that only burns cash and destroys shareholder equity deserves a sales multiple much below 1x. 0.5x may be the right multiple in this scenario. Considering they just announced $10 mln in quarterly revenue, that comes out to $40 million annual revenue. Slap a 0.5x multiple on that and you get a fair value for the Company of around $20 in its current state. Right now at slightly below $60 million market, the stock deserves one third of it's current price, or about $1.50 per share. However, when the panic sets in, you always see it overshooting to the upside, as well as the downside. Therefore, I believe we can see $1 or below here in the short-term based on today's absolutely atrocious report. Btw, with negative cash flow and a big chunk of short-term debt sitting on the balance sheet, BK risk should begin to be priced in here...so $0.50 actually makes makes a lot of sense in short order.

  • Shall we see the $3's tomorrow, or perhaps even the $2's??

  • Operations clearly degrading very quickly, and a completely unsustainable debt load...demise is on the horizon, but does anyone have an idea of how long before they file chapter 11? Might be a good short to zero here actually...

  • Reply to

    Insider purchases?

    by jwells1008 May 2, 2016 12:56 PM
    skiselev81 skiselev81 May 2, 2016 12:58 PM Flag

    its over...very little doubt here

  • Reply to

    This company is toast

    by skiselev81 May 2, 2016 12:25 PM
    skiselev81 skiselev81 May 2, 2016 12:54 PM Flag

    No...why post positive things when things are going well? You just let the winners ride...it is the losers that sting the most...

  • Reply to

    Ackman on CNBC at Noon today........

    by fluteman_greg May 2, 2016 10:44 AM
    skiselev81 skiselev81 May 2, 2016 12:53 PM Flag

    what is "MY equity analyst"?? You are a RETAIL foolio...serious equity research guys work for INSTITUTIONS, but retail foolios...and senior analysts make much more than what the tool below said...obviously you retail people dont understand the institutional side of things...oh well, anyway, watch and learn....

  • skiselev81 by skiselev81 May 2, 2016 12:25 PM Flag

    Stock going below $0.10 and will likely stay there forever...game is done here, time to close the doors soon...too bad, there was some promise here. But the gamble did not play out...oh well, time for everyone to move to the next gamble, the money is all lost here....

  • Reply to

    Ackman on CNBC at Noon today........

    by fluteman_greg May 2, 2016 10:44 AM
    skiselev81 skiselev81 May 2, 2016 12:11 PM Flag

    I have been an equity analyst for many years and have been following the markets closely for over a decade now...I think I know what it is. Whom do they sell this so called "product" to?? Their own "distributors"/recruits?? You will soon learn how the world works, lumpen...keep on buying!!! Thank the lord people like you exist in this world!!!

  • Reply to

    Ackman on CNBC at Noon today........

    by fluteman_greg May 2, 2016 10:44 AM
    skiselev81 skiselev81 May 2, 2016 12:05 PM Flag

    what does that have anything to do with it being a pyramid scheme?? thats absolutely irrelevant...

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