Ben, I notice you and I share some of the dirt.
Do you still have a stake in the ROk?
Indeed....I have followed this company for the length
of its history as a public company. Nothing its CEO,
Grieve, does that surprises me. He runs this company
as if it is his private business and has little regard for
Startek has assembled a leadership team
with an experienced background in Healthcare.
Rob Leach, (Senior VP of global operations)
before coming to SRT was COO of TMS Health.
(a healthcare centric service and support business.)
Doug Tackett, senior VP & General counsel, was
associate legal council for HCA/ Hospital Corp of
America. (The largest for profit operator of healthcare
facilities in the world.)
We are gradually learning more about the strategy
Startek is adopting in the new vertical. Reference has
made to a leapfrog technology? Without detail, we
were left to assume it had something to do with the
upgrade to a new IT platform.
Yesterday's press release didn't get much fanfare,
but reveals a part of the "leapfrog tech" strategy.
Startek is partnering with AT&T, to provide
cloud software services, data centers,and storage
solutions for its customers.
The new platform will allow Startek to save
time and resources by "scaling on demand".
The software will connect at home agents, as well as
call centers. The customer service experience will be
enhanced along with increased productivity.
It is become apparent that our experienced leadership
team has a plan focused on rendering best of breed
services for healthcare providers. Good show!
Startek's long association with ATT is apparently
paying dividends. SRT is now offering ATT cloud
services across the platform. This will give clients
additional value added in the relationship, and will
help attract new customers.
If Heska doesn't report earnings soon. The company
might as well wait a couple weeks. They can combine
1st quarter, with 4th quarter results.
I suspect we will get the date announcement
today, or tomorrow? My guess? Monday.
It gives Grieve a chance to practice in front of a mirror.
Stockcruiser, You make a good point. That's why
I am making my first comments on this board.
I am also buying stock "because" of Privet.
Rosenzweig and Levenson may not be as old
as Carl Ichan but they are activist investors who
feret undervalued companies and work to unleash
the value. Take a look at Startek SRT.
The company has appreciated over 200% since
Rosenzweig was appointed to the board.
If you are going to give selective examples to make
your point, it is obvious you have an agenda.
I would prefer to have an activist investor group
push for change at Relm than proceed with same old,
same old, performance. Privet has skin in the game
and I expect to see growth as a result.
Unfortunately, Mind has become a greater fool
day traders parlay around the dividend each year.
I have seen it predictably happen every year.
Listening to the banter on this board confirms.
MNDO's overhang is the swing traders who
swoop to scoop the ides of March .24 cents.
Most traders know that if you don't sell before the
x-date, you lose on the trade.
As per_correctly pointed out. Even though
MNDO's fundamentals as a growth story are real.
The speculators put a buzzards luck tattoo on
this trade until we wash out after the x-date.
I for one believe we could be trading 20% higher
by the end of April. Sure you can hang in like
small buds waiting for $2.40. But hes in for the
trade and my guess, hes pimping his own box.
I doubt he has the buds to wait on $2.40?
GLTA of the traders, but realize. For every
scalper, their is a scalpee.
If Yahoo doesn't correct its software
for the message board it will further
render this forum useless. Over the
past year spammers have been able
to hyjack others identities and repost
messages in phoney id's.
If cannot protect the security of the
legitimate users of the message board
they will lose the trust in their portal.
Greg, I don't believe I ever suggested TRIB would be interested
in HSKA. I have said it would make sense for Abaxis to put some
of their $112MM cash to use, by taking HSKA out.
doc is the expert on Trinity. I am bullish because
of their fundamentals. They are domiciled in Ireland
and Ireland's low corporate tax gives incentives for
US based companies to relocate headquarters.
Perrigo did this in 2013 with their acquisition of ELAN.
PRGO moved hdqrs from Michigan to Ireland saving
millions of dollars. TRIB has been on a strong growth
tangent with several diagnostic tests including one
for HIV aids.
For me, the biggest question in HSKA
is not whether the company had a good
4th quarter finish to end 2013.
What is more important? A year ago
CEO Grieve admitted failure and the need
to reorganize again for the second time in
as many years. He refused to give guidance.
This years earnings report will answer the
question. Has HSKA sp gotten ahead of itself?
I expect Heska's 4Q to improve over last years
But this 2014. We are experiencing one of
the worst winters for veterinarian traffic.
More than 2/3 rds of the 1st quarter have passed,
CEO Grieve has visability to forecast.
If he hedges, or woosies out on guidance?
Shareholders will not accept it. Its time for change.
The same old, same old, story is not acceptable.
HSKA has been been treading water since
2007. The companies products have become
commodity items, and sales have struggled
to get back to the high mark of $80,000,000.
The CEO has made weak attempts to reorganize
from the bottom up. But the truth is. Change has
needed to occur from the top down.
Inspite of the floundering. The new COO Kevin
Wilson could be the "real" deal. He has been
successful in past ventures, and now seems to
be spearheading Heska's turnaround.
The delayed upcoming report, will reveal the
progress of the so called revival?
IMO, the new Heska imaging should add more
than $10MM in full year revenues for 2014.
The "Reset" marketing program has already
accounted for an increase in Heska legacy
For Heska to ever get out of the rut, the company
needs to show growth. In 2014, it will be crucial
for this company to increase revenues and
I agree. Zack's (Zachy Farms) analyst went anal, as well,
with a downgrade. Last falls similar downgrade proved to
be a buying opportunity. Anytime a brokerage company
like BOA/ Merrill Lynch tries to shake the tree. Buy the dip.
Doc, Its been lonely in the saddle since my horse died.
Its nice to have ya drop back in once in awhile.
True to form. Heska insiders found it more important
to feather their own nest with changes to corporate
bylaws and stock options, than keep shareholders
informed of the earnings announcement?
This is the first year since 2009 that Heska will delay
earnings into March. Grieve literally has contempt for
shareholders. Like grass growing. Some things never change.
The good news inside the good news?
Many traders have played this company for
its one time dividend each year. The stock
has been a cyclical play for dividend harvesters.
Buy into the annual cycle, and sell before the x-date.
This year you can buy and hold which yields the
dividend, and offers price appreciation likely in
a growth stock.
Listening to the conference call.
I had visions that an acerbic Woody
Harrelson had filed in for CEO Carlson.
Never one to be overly enthusiastic.
Chad Carlson has tended to play down
expectations and let the numbers speak
That being said. I do not think anyone
can deny. Startek is on a growth tangent.
Whats not to like?