Those purchasing at today's levels will be thankful in the years to come! It might happen tomorrow, a week from now, a month from now, or perhaps a year from now, but CDE will be back to over $20. Long-term sentiment is a strong buy!
Sentiment: Strong Buy
It really isn't the same story. Buyout talks when a company is in the middle of a legal battle is usually the kiss of death for any interest in getting involved. Now that Limelight has won the battle opens up many possibilities and interest. Limelight is a type of company that could easily be swallowed up. Dan Rayburn was late on the bandwagon and did not have any substantial new news. He is far from the center of any buyout, and the latest offer was only a test IMHO. This sector is going to start merging more as time goes by. Those with weaker business models, but new customers, creates less competition for someone like Akamai if they go ahead an buy Limelight. Heck... a lot cheaper than the legal fees and negative impact of their lawsuit!
Everything Changes for the Silver Market
On August 14, 2014 the historic price setting mechanism for Silver that has been in place for over 100 years will cease to exist. Mark it on your calendar because nobody knows how this could forever change the future of Silver prices.
No longer is Silver price fixing just a conspiracy, it's a proven fact! Barclays, a leading member of the London Gold Market Fixing Ltd has been proven, beyond a shadow of a doubt, to have colluded to commit fraud and fined $43.8 million dollars by British regulators.
It appears the collusion was so bad in London Silver Fixing that regulators are shutting down the whole thing on August 14th. No longer will five profiteering bankers in London decide how much your Silver is worth today. For those of us who own Silver, the coming end to price fixing is great news. Reports are the SILVER MINING companies will finally have more leverage in setting higher Silver prices once we cross that key August date.
Things could get very interesting very quickly. Long-Term Sentiment Disclosure: STRONG BUY HERE!
Check out my posting..."On August 14, 2014 the historic price setting mechanism for SILVER CHANGES!"
Sentiment: Strong Buy
Sounds like where you must play... Ignoring this information is like putting your head in the sand and going lalalalalalalalalalalala....
Keep your bashing #$%$ off here... no one gives a sht. All you do is insult, bash, and disrespect other opinions. You are either a paid basher due to the amount of negative posts, or you are a desperate short. Either way you get my ignore button!
Malaysia Airlines says it has lost contact with a passenger airliner over Ukrainian airspace... Other reports say it was shot down by a Missile.
Shorts about to get slaughtered! Nothing like a little geo-political turmoil to get the PMs moving!
SHORTING now would be a big mistake. What do you think it has to go to zero? You're just being greedy. CDE is a gift under $10.
With geo-political turmoil and slow trading in the summer it is hard to tell when LLNW breaks through $3. It could easily happen after the next earning report if they have good things to say about winning the lawsuit and what it means from here out. Stuck between $2.80 ish to $3.15 for awhile until news or anymore indication that a buyout could/will happen. I'm keeping my sales price high for that reason.
Jul. 14, 2014 8:48 AM ET | About: Paylocity Holding Corp (PCTY)
Subscribers to SA PRO had an early look at this article. Learn more about PRO »
Disclosure: The author is long PCTY. (More...)
PCTY should benefit greatly in FQ3/FQ4 from a rush to meet compliance with new health care regulation.
PCTY should post at worst another great quarter of revenue growth, expense management, and consistent break-even management of its bottom line.
Several technical factors should help take PCTY's stock higher into year-end.
Paylocity Holding Corp. (PCTY) has been one of my top performers since becoming a regular contributor at SA, up 35.2% since initiating coverage in early May at $15.50. Part of that performance was by design as I really liked the business at PCTY and was even more bullish management and their ability to slice and dice quarterly performance with scalpel like accuracy. The other part was sheer luck as the day I finished writing the article also happened to be the day the stock bounced hard off what have become the 52 week lows. Both have contributed to a growing love affair I have with the company and what it has brought to my portfolio. The best part about PCTY is that I think it's just getting started when it comes to market capture potential and growth as a company. I think PCTY happens to have the right product(s), the right plan, and happens to be in the right place at the right time. This continuing coverage article will make the argument that based on operations consistency, a superior product line, an improving economy, and regulatory help that PCTY should continue to generate alpha into year end.
Not sure what happened here, but it was a small block that sold and then it spiked right back up to above $2.85. Someone made a mistake on their asking price, or the MM are trying to scare people into selling right before earnings. Typical tricks to shake out weak hands.
"Over the years Limelight had more than half a dozen legitimate offers to sell the company, including two offers from Level 3, at least two from Akamai (AKAM) and one from AT&T (T), for more than $12 a share, that I am aware of. Hopefully Goldman doesn’t make the same mistake this time around and gets a deal done so Limelight can get help in growing their business and making it profitable." - June 15 (Alpha) by Dan Rayburn
July 23 - Dan Rayburn is quoted saying...
"They have a lot of cash, so they aren't going anywhere, but as others have gotten bought like Cotendo, EdgeCast etc... no one seems to want LLNW."
This is the way they manipulate this stock and the SCC should investigate this type of pandering back and forth to shorts and then longs. First Rayburn tells us that there have been a half dozen legitimate offers and then says no one wants them. Of course Rayburn claims he doesn't trade stocks, but you can bet his friends do! Is he telling them to short LLNW now? I wonder. Rayburn has been the biggest cheer leader of LLNW a few years ago and I believe it is because the stake that Goldman Sachs has invested in the company. Watch carefully who will be buying up shares in the next few weeks. It should be interesting. Then well after earnings I expect a report of another buyout attempt. Either way I'm keeping my shares for a real buyout well above the current price.
And please... Primarily a short seller, Adam Gefvert bashes a stock for the benefit of his clientele. He isn't even an expert the CDN field and relied on a two sentence quote from a schizophrenic analysis from Dan Rayburn. $1.50 claim not even taking into account that Limelight just won their ongoing law suit with Akamai - a total game changer as far as being a desirable buy-out target.
Shaking out of weak hands is going to happen. And, no doubt the bashers will be here in droves. I;m sure Adam Gefvert will be counting on it.
Jul 23, 2014 09:05:00 (ET)
Plarium selects Limelight after company outperforms competitors in global RUM testing
TEMPE, Ariz.--(BUSINESS WIRE)--July 23, 2014--
Limelight Networks, Inc. ("Limelight") (Nasdaq:LLNW), a global leader in digital content delivery, today announced that Plarium Global Ltd has deployed the Limelight Orchestrate(TM) ("Orchestrate") Content Delivery and Cloud Storage platform to enhance the performance, reliability and experience of its online games -- which are used by 90 million people worldwide and roughly three million gamers each day. Plarium selected Limelight after extensive and anonymous Real User Monitoring (RUM) testing in multiple regions across the world, in which Limelight significantly outperformed its competitors.
Plarium is dedicated to creating the best mobile and social experience for gamers worldwide and is consistently ranked among Facebook's top hardcore game developers. The company serves hardcore gamers, making it critical to have optimal game performance across several channels including the web, social and mobile. Any downtime or latency could impact Plarium's strong customer following, thus the company chose the Orchestrate platform to ensure they had the fastest and most reliable platform and support.
"It is not acceptable to our gamers for content to go offline, so we needed to be assured that the solution we chose was highly reliable," said Yair Pines, Head of IT at Plarium. "Limelight met and exceeded all of these criteria, and this makes my world much easier. The migration process was seamless, and the process of uploading new content is fast and simple, so our gamers get the performance they expect."
Since deploying the Orchestrate platform, Plarium's game load time has significantly decreased thereby improving the end-user experience. Additionally, they were able to scale operations and availability into new regions of the world to grow their business and increase their loyal customer base.
Because, Adam Gefvert, CFA who wrote the article wants to bash the stock down for his clientele. It says so in his bio...Primarily a short seller, Adam Gefvert.... He has a 90%+ success rate with his Seeking Alpha short ideas. (BTW I don't believe that for a minute.) The stock will likely move on the day of his article, but even if it doesn't, then the "voice of reason" from the article will weigh on the stock in the coming days and weeks.
And, what reason does he use? He get's his CDN expertise from Dan Rayburn who he quotes saying:
"LLNW will never get back to where they used to be with their CDN business. It's been flat/down for more than two years, they neglected it for too long, stopped investing in it for awhile which hurt their performance, current management has no experience in the CDN market and LLNW has nothing special. They have a lot of cash, so they aren't going anywhere, but as others have gotten bought like Cotendo, EdgeCast etc... no one seems to want LLNW."
Only this is what Rayburn said about a month ago: "With Goldman Sachs still holding about 30M shares the last time I checked, they have a lot of veto power in accepting or rejecting such an offer and historically, have rejected many acquisition offers by other CDNs. Over the years Limelight had more than half a dozen legitimate offers to sell the company, including two offers from Level 3, at least two from Akamai (AKAM) and one from AT&T (T), for more than $12 a share, that I am aware of. Hopefully Goldman doesn’t make the same mistake this time around and gets a deal done so Limelight can get help in growing their business and making it profitable."
Here is what Bret Jensen, also writing for Alpha, said last month: Limelight Networks: $2.50 Tech Stock Has Positive Catalysts... LLNW is cash flow-positive on an operational cash flow basis, and has bought back over $25mm in stock over the past two fiscal years. It certainly has the firepower to boost stock... etc.
Macquarie analyst Kevin Smithen wrote:
"He raised his price target on the Akamai shares to $70 from $59. WHAT'S NOTABLE: The analyst warned that his upgrade does not mean that he has a positive outlook on Akamai's Q2 results or its profit margin guidance for the rest of the year. In fact, the company's margin guidance for the second half of the year is the main risk facing the stock, he stated."
Guess what you're wrong and the courts found them wrong as well. Limelight won. End of story. BTW "Over the years Limelight had more than half a dozen legitimate offers to sell the company, including two offers from Level 3, at least two from Akamai (AKAM) and one from AT&T (T), for more than $12 a share." This according to Dan Rayburn if you'd care to Google it. I guess Limelight doesn't suck that much if Akamai has tried to purchase them twice. You should do your DD before you stick you foot in your mouth.
"Over the years Limelight had more than half a dozen legitimate offers to sell the company, including two offers from Level 3, at least two from Akamai (AKAM) and one from AT&T (T), for more than $12 a share"
This according to Dan Rayburn after the last bogus buyout attempt in June. Funny how Alpha posts stories that conflict each other all the time... Guess thats why people don't find them to be a very reliable source!