First of all I think things look brighter than they have ever looked. If we get to $4 I will celebrate because that is my even point. But as for setting the bar at $1.90 instead of the $5 we were so confident in a point of concern. Why would anyone pay more? I was convinced of the multiple engine manufacturers long before today and applaud the volume increase we are capable of. I am looking for more OEM's soon and hope for better numbers. If we get to 40% as stated today I will be more than thrilled, but stand unconvinced as I look at the numbers quoted today. We are here when I gave us better than even chances of BK, so I give him credit for that in addition to Sony. I was satisfied with the call today and think it was one of the best, although the rest weren't hard to beat. I will stay long for quite awhile and watch as the traders have their way with Tokman until we get institutional money to put a lid on them.
That I said in a post here that I was afraid that Tokman sold the company to Sony for $8M and I got hammered for it. After reviewing the numbers here today I have to think that we haven't signed any other OEM's because they can get a better deal from Sony than they can from Tokman. It looks as if the benchmark has been set in the $2 range and I can't see anyone paying more, why would they? I have doubted Tokman's ability here and I now find it very uncomfortable looking at todays numbers. More questions than answers, again, after a CC. The $5 we were looking for seems to be a far reach at this point. Have at it guys.
Numbers are an improvement, but not by much and leave a lot to be desired. I am referring to the fact that the ramp seems to be under way and there are lasers. We need the F500 almost a badly as we needed Sony. We need somebody in the smartphone arena to throw the first brick. Margins will improve if we get the volume side going. JMHO.
Yeah, I know the prospects, but we don't know what Tokman has negotiated as far as the fees and royalties are concerned and we won't until major holders think this worth their money, and we sill won't know what they know. For all we know Tokman sold the company for 8M to Sony. It will be sometime before we can extrapolate what kind of deal Sony was able to pull off. The Sony deal to me means that I will get my investment back and I hope a lot more, but Tokman so far is an unproven commodity. Sorry for all the Tokman lovers here that will take exception to this, but I still await results. Can Sony offer picop and sensors cheaper than we can due to a sweetheart deal that we had to give them? I don't know. I will give the man credit for saving our bacon by signing Sony, but as far as I an concerned he is still hiding behind NDA's and we won't know anything more about the business and income etc. than we know today. Looking for some more dots tomorrow. Happy sleuthing.
It's the goose tha killed the golden egg for big pharma. I wonder if this is the reason why big pharma sits on the sidelines? You just hate to think in those terms, but I honestly can't figure any other reason.