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Tessera Technologies Inc. Message Board

sts_66 21 posts  |  Last Activity: 22 hours ago Member since: Jun 5, 2006
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  • Reply to

    wow

    by gkas711 Apr 27, 2015 2:16 PM

    I wasn't even aware GSFVF still had operations - thought they went bankrupt? Do old shareholders like me have any chance of recovering a dime?

  • Reply to

    wow

    by gkas711 Apr 27, 2015 2:16 PM

    I just noticed the volume myself - who on earth is trading that much stock, even if it is nearly worthless? Only thing I can find is that CHK signed a deal with them in March to drill a test well?

  • Chip stocks slump after TI, Xilinx, Qualcomm offer soft guidance • 12:20 PM
    Eric Jhonsa, SA News Editor

    " While the Nasdaq is up 0.3%, chip stocks are selling off (SOXX -1.8%) after Texas Instruments, Xilinx, and Qualcomm all provided soft calendar Q2 guidance. TI and Xilinx also missed Q1 sales estimates, while Qualcomm beat........ Qualcomm largely blamed its guidance on the iPhone 6's share gains and a loss of chip share at Samsung, rather than industry demand issues.

  • Despite all efforts by JPM and various SA bashers, BPT comes back (again), just as I predicted on SA - shook the tree of lots of retail, then they scooped up the lower priced shares. Don't fall for their BS!

  • Reply to

    Normal price action

    by mpk52351 Apr 14, 2015 10:57 AM
    sts_66 sts_66 Apr 14, 2015 12:30 PM Flag

    Almost all chipmakers, anyone making parts for PCs and phones, are down since SanDisk warned of a Q1 miss on March 27, also suffering from strong US dollar. QRVO shot way too high too fast anyway - was one of the largest gainers over 2014-2015. Earnings likely to blow away estimates, shorts have been using this downtrend to cover - check Shortanalytics to see what I mean.

  • Reply to

    No word on Q1 distribution?

    by sts_66 Apr 6, 2015 3:08 PM
    sts_66 sts_66 Apr 7, 2015 10:57 AM Flag

    And the stock doesn't tank today - which means all the SA bashers failed, JPM failed, to crash the stock low enough to cover their shorts or buy it low for clients.

  • BPT usually announces on April 4th - almost COB today and nothing from them yet?

  • Reply to

    POZN Has A Secondary Manufacturer

    by play_tow Mar 9, 2015 11:32 AM
    sts_66 sts_66 Mar 9, 2015 3:39 PM Flag

    They'd better get that 2nd plant inspected and approved - current received more bad news over response to 2nd CRL, now Pozen saying PA franchise delayed until 2016? How many fricking years will it be from NDA submission to market if that's true? An unreal amount of time, that's what!

    "The active ingredient supplier has informed POZEN that they received a warning letter relating to the Form 483 inspection deficiencies. They are evaluating what additional corrective actions may be required to address the matters raised in the warning letter.

    In light of this issue and of the time requirements necessary to complete an assessment of its strategic options, and to properly prepare the market for the launch of YOSPRALA, the Company believes the products will be available for commercialization in 2016. "

  • Reply to

    Earnings and Distribution

    by wgmaz Feb 24, 2015 1:57 PM
    sts_66 sts_66 Feb 24, 2015 4:54 PM Flag

    Someone on SA already did the calcs, predicts 95 cent distribution, which will crush the pps - need to get out while I'm still ahead of the game - being unhedged is going to kill BPT until oil recovers strongly.

  • No word how much they paid for it or how they're going to incorporate the technology into their FotoNation business:

    "SAN JOSE, Calif.--(BUSINESS WIRE)-- FotoNation Limited, a wholly owned subsidiary of Tessera Technologies, Inc. (NASDAQ:TSRA) and the leading provider of computational imaging solutions for smartphones and digital still cameras, today announced its acquisition of Smart Sensors Limited ("SSL"), an award winning developer of iris recognition biometric technology, a transaction that closed in the fourth quarter of 2014.

    Over the past 10 years, Smart Sensors has developed tools for iris feature extraction, biometric key creation and fast-matching which operate on many product and processor platforms. The use of biometric authentication and identification systems is rapidly increasing, moving onto mobile computing, notebooks, PCs, tablets and other communications platforms. Iris authentication technology from SSL provides increased device security and eliminates the need for passwords. The technology also authenticates and verifies user presence for e-commerce, and provides secure access control to valuable assets such as physical locations and enterprise networks. "

  • sts_66 sts_66 Feb 19, 2015 6:58 PM Flag

    Could be India or China - do a search on "Ranbaxy Laboratories", which India's largest generic drug manufacturer (faked drug data), and "Wockhardt" another India API supplier, and "GVK Biosciences", who the EMA found falsifying data for 700 drugs. You want cheap API, you get what you pay for - and if POZN is using any of those companies for API, CRL resolution may not be as easy as at least I once assumed.

  • Reply to

    Yep .006,, it's over guys

    by bsimpson888 Feb 18, 2015 9:53 AM
    sts_66 sts_66 Feb 19, 2015 6:46 PM Flag

    Not the first time I had a company go #$%$ up on me, but at least I didn't bet more than I could afford to lose - would like to wring the neck of that old SA pumper anyway!

  • sts_66 sts_66 Feb 18, 2015 3:40 PM Flag

    It's not India, China, or France - API supplier is Patheon in Chapel Hill:

    http://seekingalpha.com/news/2183105-pozen-receives-second-crl-for-yosprala-shares-drop

    http://medcitynews.com/2011/12/pozen-strikes-manufacturing-pact-with-patheon-for-heart-drug/

  • Reply to

    Look out on Monday, CEO sold 100k shrs of stock

    by sts_66 Feb 14, 2015 2:54 PM
    sts_66 sts_66 Feb 18, 2015 3:30 PM Flag

    Had this since June 2009, this year finally green in it (+67%), things are picking up, why on earth would I sell now? Lacey's sales were planned 10b5-1(c) option exercise/sells. Starboard sales a different animal straight up sales from a 10% owner - just passing along the info for those who get nervous when insiders sell - I ain't one of them.

  • Reply to

    Look out on Monday, CEO sold 100k shrs of stock

    by sts_66 Feb 14, 2015 2:54 PM
    sts_66 sts_66 Feb 17, 2015 6:09 PM Flag

    Starboard just dumped 325k shares too, netted ~ $12,675,000

  • LACEY THOMAS A bought 70,747 Common Stock @ $18.84 per share.
    LACEY THOMAS A is a director at TESSERA TECHNOLOGIES INC (TSRA). This transaction represents a 10.1596% change in their holdings.

    LACEY THOMAS A bought 12,500 Common Stock @ $20.71 per share.
    LACEY THOMAS A is a director at TESSERA TECHNOLOGIES INC (TSRA). This transaction represents a 1.9981% change in their holdings.

    LACEY THOMAS A sold 100,907 Common Stock @ $39.59 per share. ($3,935,373)
    LACEY THOMAS A is a director at TESSERA TECHNOLOGIES INC (TSRA). This transaction represents a 16.9464% change in their holdings.

  • Div was doubled to 20 cents/shr as well, while legal expenses were slashed:

    SAN JOSE, Calif.--(BUSINESS WIRE)-- Tessera Technologies, Inc. (TSRA) (the "Company" or "we") today announced financial results for the fourth quarter and full year ending Dec. 31, 2014. Total revenue from continuing operations for the fourth quarter of 2014 was $59.9 million, at the high end of the Company's guidance range of $58.0 to $60.0 million. GAAP net income for the fourth quarter of 2014 was $37.1 million, or $0.69 per diluted share. Non-GAAP net income for the fourth quarter of 2014 was $33.7 million, or $0.62 per diluted share.

    Fourth Quarter 2014 Results

    Revenue from continuing operations was $59.9 million in the fourth quarter of 2014 compared with revenue from continuing operations of $56.3 million in the fourth quarter of 2013. Recurring revenue increased by 69% in the fourth quarter of 2014, from $25.6 million in 2013 to $43.3 million in the fourth quarter of 2014. Episodic revenue, which fluctuates from quarter to quarter, totaled $16.6 million in the fourth quarter of 2014 compared with $30.8 million in the fourth quarter of 2013.

    Operating expenses from continuing operations were $13.0 million in the fourth quarter of 2014, compared with $39.3 million in the fourth quarter of 2013, a decrease of $26.3 million. Operating expenses in the fourth quarter of 2014 include a gain of $11.9 million on the sale of long-lived assets to Shenzhen O-Film Tech Co., LTD. in a transaction that closed in December 2014. Litigation expense decreased by $14.1 million, or 87%, from the fourth quarter of 2013, as the Company had significantly fewer legal proceedings outstanding in the fourth quarter of 2014 as compared with 2013.

  • Reply to

    How low will it go

    by sampson001 Feb 6, 2015 9:44 AM
    sts_66 sts_66 Feb 6, 2015 2:34 PM Flag

    Shouldn't have gone much past $14.11 - that's the price on 2/2 minus 16.34%, the amount the div was cut, so this is overdone IMO - must be fears of another cut or maybe margin calls, but this isn't the sort of thing one would typically buy on margin.

  • Reply to

    They finally cut their monthly dividend.

    by kansaskeith Feb 3, 2015 2:48 PM
    sts_66 sts_66 Feb 5, 2015 3:44 PM Flag

    If I would have had time to run the numbers I would have done it, could have increased share count by 20% selling and buying back today - also lost high 4 figures in cap gains by holding - nothing I can do about it now - had to be quick on the trigger to avoid the plunge, and I wasn't around to see the news until it was way too late. That's one of the problems of holding 36 or so different positions in 3 accounts, can't keep up with all of them all the time.

  • Reply to

    They finally cut their monthly dividend.

    by kansaskeith Feb 3, 2015 2:48 PM
    sts_66 sts_66 Feb 5, 2015 12:02 PM Flag

    If you read the recent semi-annual report PHT warned a div cut might be coming, they have been dipping into UNII to pay the div - I saw the news too late to bail, could have made bank selling in the high $16's and buying back mid $14's. Could have increased share count 16% and kept the same amount of monthly income coming in.

TSRA
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