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WebMD Health Corp. Message Board

stokluver 16 posts  |  Last Activity: Nov 25, 2015 10:32 PM Member since: Oct 1, 1999
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  • Reply to

    Problem with backlog is

    by ssccoonneerr Nov 13, 2015 6:07 PM
    stokluver stokluver Nov 25, 2015 10:32 PM Flag

    How were you scammed? Because you bought on that crazy momentum run to the $6's? That has nothing to do with the company. The $6's were overdone, but the stock did deserve to go a lot higher after they announced an impressive Q3 improvement on the bottom line. Go back and listen to the CC. This is only the beginning. There's even better numbers on the way. If you thought the spike to the $6's was something, wait til VSCP starts posting profitable quarters vs. year ago losses on 30%+ revenue growth. I think the stock is a steal in the $2's.

  • Reply to

    Short Interest for VSCP

    by cherk_on Nov 19, 2015 10:13 AM
    stokluver stokluver Nov 24, 2015 1:36 PM Flag

    My guess is you'd be sick if you sold now...only to see the stock rocket higher again in the coming weeks. KBIO went all the way to $45. And it's junk. VSCP actually has revenue growth, a rapidly improving bottom line, and a huge backlog. Not saying it's going to the $40's. But it certainly could double in a day on the right news.

  • Reply to

    Short Interest for VSCP

    by cherk_on Nov 19, 2015 10:13 AM
    stokluver stokluver Nov 19, 2015 10:42 AM Flag

    There may have been a few people who shorted on that crazy pop to the $6's last month. But I can't imagine they wouldn't have covered already. There's way too much upside potential on VSCP. Would be stupid to remain short around $3. Look at what happened to KBIO today!

  • stokluver stokluver Nov 19, 2015 9:07 AM Flag

    Nice post! Stock is a steal in the $2's imo. Downside is $2. Upside is $10. Makes for a VERY favorable risk/reward scenario. Look at what's happening to KBIO today on a large insider buy. VSCP would also zoom if we hear the CEO bought shares. Hopefully he's getting set up as discussed on the last CC:

    Steve Postich - Steve Postich Builders, Inc.
    I think - always going to say, how is it going; really well; a wonderful report. I’m really glad to see what you’ve done over the last two years. And you pretty much kept your promises. One thing, Eric, is I know a year ago, when the stock was between $4 and $5, I know that you purchased quite a bit of it. And I was wondering, since it is out as far as years now, do you think you’d be making some more purchases for that?

    Eric Converse - President and Chief Executive Officer
    I think it’s a very fair question and one that I struggle to. I believe that the share price right now is a great offering. The issue is I’m an insider at this point. We had a very, very interesting year with our stock price. So what I’m looking to do, to show my support on this for next year is to set up dates where I will be buying shares in advance, because anytime I thought to buy shares myself there’s different times when there is too much information I know that could potentially lead to an issue.

    So you can imagine when the stock price goes as well as it does, you’ve many people out there that want to talk to me. But we’re looking at - it’s something that’s going to be not even considered by our board at this time, because if something isn’t reflecting the true value of our company there is no discussion. But unfortunately, as a CEO, I get calls like that and that puts me in a position of not being able to buy things.

    But I’ve spoken with our attorneys about setting up for next year that I can buy at certain predetermined dates and that will be my way of showing the support, because I would love to own more shares in this company.

  • stokluver stokluver Nov 13, 2015 8:34 PM Flag

    We'll see. The Q3 results were obviously a HUGE step in the right direction. Net loss declined from ($997,523) a year ago all the way to ($66,779) last quarter. Also a sharp sequential improvement from the loss of ($588,992) in Q2.

    CEO said the improvements would continue in Q4 & beyond. From the earnings PR:

    "This quarter is the first time the company has achieved positive Adjusted EBITDA since the second quarter of 2013, a trend we believe will continue to improve for the remainder of this year and beyond."

    On the CC, he said they actually expect to generate cash from operations in Q4! Sounds like it could be their first profitable quarter in years. Since Q2 of 2013. When it looks like they posted earnings of .03/share on revenues of $3.7M. Stock jumped from the $4's to $6's back then, even as the CFO cautioned it was kind of a 1-time thing:

    "During the second quarter of 2013, a single accelerated project represented a significant portion of the quarterly revenues. We do not anticipate a project of this magnitude recurring in a similar condensed time period during the remainder of this year."

    Now VSCP is on pace to post those kind of revenues & earnings within a couple quarters. But this time the results will not only be sustained, but continue to grow. VSCP was trading at $4 a year ago and the company is in MUCH better shape now. Revenues and backlog are higher, and losses have been significantly reduced. CEO couldn't have sounded more bullish on the CC about where this company is headed. I'll gladly keep buying in the $2's.

  • Reply to

    The $2's?!?

    by stokluver Nov 13, 2015 12:14 PM
    stokluver stokluver Nov 13, 2015 1:24 PM Flag

    Yes I've bought a lot more today. Unfortunately I started buying at $4. And I think the stock is cheap there! The last CC about as upbeat as you will ever hear from a microcap like VSCP. Hopefully the CEO gets that trading program set up soon (as discussed on the CC). Don't think these low prices will last much longer.

  • stokluver by stokluver Nov 13, 2015 12:14 PM Flag

    Wow! Clearly the $6's were overdone on the upside. But now the $2's seem overdone on the downside! It's like the dramatic improvements VSCP just don't matter at all. First positive adjusted EBITA since Q2 of 2013. And they expect that number to improve in Q4 and beyond. On the CC, they said they would actually generate cash in Q4. Revenues will continue to ramp higher with that huge backlog. VSCP should be set up for some excellent comps for the next few quarters. Another great quarter and this low floater could spike up 50-100% again. Why would anyone give away their shares in the $2's?

  • Reply to

    quarterly results - meh

    by catjomy31 Nov 11, 2015 8:49 AM
    stokluver stokluver Nov 11, 2015 7:25 PM Flag

    Agreed. Earnings flat at .06 despite the huge benefit from oil being cut in half vs. last year. Surprised stock didn't drop below $4.

  • stokluver by stokluver Nov 10, 2015 10:37 AM Flag

    Starting a call when the market opens isn't exactly great timing ha. Nice turnaround for ELTK announced this morning. Surprised the stock is giving back most of its gain. Should be trading at $2-$3 with these earnings. Who would be selling in the $1.40's?? Wasn't sure if they said something on the CC...or the stock is just slipping with the rest of the market. Will listen to the call later. The commentary in the earnings PR sounded bullish:

    "In addition, revenues from the North American market showed meaningful growth as compared to the third quarter of 2014. In order to capitalize on this trend, we have engaged three new sales representative firms in the United States. One firm is based in the Pacific Northwest, one in Florida and the third firm is in the New England area."

  • Reply to

    There she goes

    by stratusstratus Nov 9, 2015 12:50 PM
    stokluver stokluver Nov 9, 2015 1:19 PM Flag

    Hey let's hope! Would love to load up on this one in the $2's. But doubt anyone is foolish enough to give away their shares at that low price. I'm pretty happy to be buying today in the mid-$3's. Go back and listen to the CC. One of the most bullish I've heard in a long time. They have a huge backlog. Revenues are only a small fraction of the backlog, so will continue to ramp higher in the coming quarters. Profits will start ramping higher too. With a small share count of 3M, will be fun to watch VSCP post quarterly earnings of .05, .10, .15, etc in the next couple of years. Stock will be in the double digits when that happens.

  • Reply to

    Not Bad

    by elcomotive Oct 29, 2015 4:23 PM
    stokluver stokluver Oct 30, 2015 9:15 AM Flag

    Whoa where did you guys hear that?? I thought they only gave general guidance for similar growth. A caller even asked them directly...that guidance would suggest a Q4 revenue decline vs. last year...and management didn't really correct him. So how are you guys figuring this blockbuster Q4?

  • Reply to

    Not Bad

    by elcomotive Oct 29, 2015 4:23 PM
    stokluver stokluver Oct 29, 2015 9:55 PM Flag

    Yeah another solid quarter. But top & bottom lines were down sequentially. The jump in deferred revenues a nice surprise though. GSB traded higher AH, so the market likes the report.

  • stokluver stokluver Sep 25, 2015 10:13 PM Flag

    Let's hope. Q2 numbers were awesome. But they cautioned about normal seasonality and shutdowns in Q3. If they've started seeing some sector weakness on top of that...Q3 may not be too hot. I'm guessing they'll barely exceed the .32/share earned last year. If that. And they might offer cautious comments about Q4 too. I really have no idea if CMT will be back over $20 or drop below $15 when they report in early November.

  • stokluver stokluver Sep 25, 2015 4:02 PM Flag

    Weird action the last 2 days. Panic buying into the close yesterday. Panic selling into the close today!

  • stokluver stokluver Sep 24, 2015 4:51 PM Flag

    Very strong close! Wonder what's up? As others have noted, trucking numbers have been terrible lately. NAV and others suffering. I think CMT is a great company, but not sure how they can resist getting dragged down too when the sector is so weak?

  • stokluver stokluver Sep 24, 2015 3:39 PM Flag

    Someone sure is buying this afternoon!

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