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Himax Technologies, Inc. (HIMX) Message Board

trumpace 301 posts  |  Last Activity: Dec 23, 2014 12:58 PM Member since: Jul 13, 2004
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  • trumpace by trumpace Dec 23, 2014 12:58 PM Flag

    Looks like WAG got the lion share from CVS's decision not to sell cigarettes, with their numbers out today. This I did expect. Looking into RAD with the changes they are making to the front end SS, we should see positive comps for all of 2015. Looks like my short term pps target of $7.50 by year end will happen. Looking out to the end of 2015 IMHO RAD could be a double from here, so I'll go out on a limb and say $15. The Fundamentals are there for $15 per share or even higher if they pay down more of their debt. But the balance sheet has and continues to improve. Why the pps is being held down is the biggest question. IMHO we should really be setting new 52 week highs right now but even so, we should see this start to come after the next report comes in. RAD lots of room on the upside for sure or IMHO.

  • Reply to

    Story stock...EVLV

    by marubozo100 Dec 23, 2014 11:57 AM
    trumpace trumpace Dec 23, 2014 12:26 PM Flag

    You beat me to the post mar. But I want to see these results. Keep in mind if management fails to deliver, down we go a g a I n. None of us want to see that. What I'd like to see more is..., volume...., but the recent advancing in the pps is nice to see.

  • on deposit rating. IRE getting its act together. Good to see.

  • Reply to

    What is the response to the de-listing news?

    by pes77_2010 Dec 22, 2014 9:04 AM
    trumpace trumpace Dec 22, 2014 4:22 PM Flag

    Good information for this board. I once saw a report that 1 out of 10 are usually higher after a year from a R/S and a few more take a few more years. But a little more than half will still fail altogether. But it is a shot a trying to succeed. Another thing you didn't mention was the ability to issue shares sometime after the R/S. I have had several of the companies I had do an equity offering after a R/S. I don't like it but it happens non the less.

  • Reply to

    What is the response to the de-listing news?

    by pes77_2010 Dec 22, 2014 9:04 AM
    trumpace trumpace Dec 22, 2014 2:51 PM Flag

    For any R/S to occur it would take at least three months for them to get the process going. That said they have six months to get the pps back above $1 for 10 trading days, so they need to consider all alternatives to get into compliance that is if they care at all for the shareholders. Right now the Institutional holders are holding off selling off to see what the BOD will do in this matter. If DJ can pull a rabbit out of his hat and show a profit, it may take care of itself. However if DJ continues to under perform a R/S may be the last resort to save the share holders. IMHO if DJ fails to show a profit in this next earnings report the BOD will be under pressure by the institutional holders to take action and fire him for cause. With the pps the same right now as when he took office and yet no real shareholder value added in the many years he's been in charge, the BOD has the proof to boot him. The BOD has the responsibility to act in the best interest of the shareholders, so if pressure is put on the BOD by the institutional holders nothing the pumper puppets can do to stop it can happen.

  • Reply to

    What is the response to the de-listing news?

    by pes77_2010 Dec 22, 2014 9:04 AM
    trumpace trumpace Dec 22, 2014 1:22 PM Flag

    There may be no choice but a R/S at this time but I think it would be a 1 for 10. If the pps can get to $10 and if they can get new leadership in place they may just be able to save the company and after all that at this point is very important to us shareholders (or SHOULD BE PUMPER PUPPETS). That said it may even take a 1 for 15 R/S. I know I would vote for it at this point as it is a better decision the bankruptcy which is were I believe we are heading under DJ.

  • Reply to

    What is the response to the de-listing news?

    by pes77_2010 Dec 22, 2014 9:04 AM
    trumpace trumpace Dec 22, 2014 11:04 AM Flag

    "Lots of applications for this product. Management needs an open mind."

    And you think DJ is the one to open his mind??

  • Reply to

    What is the response to the de-listing news?

    by pes77_2010 Dec 22, 2014 9:04 AM
    trumpace trumpace Dec 22, 2014 9:31 AM Flag

    How do they risk their own money? By buying shares for a buck a share where they drove the price down selling non profitable pricing products. Now they are faced with sanctions on Russia, lower oil prices causing shut downs and reduced permits on future drilling sites. Besides the cost of gasoline which puts the bus and trucks on hold for CPST products. I mean what do you think can happen next to CPST with all this bad news. DJ did little to nothing to prepare for this major downturn in business. I see us going below .50 a share before going to a buck. Well one good think all the free shares DJ and management received will be free again unless they do something to stem the tide. I am just not sure what they can do at this point...., but sharpen up their resumes. With everything hitting this company at once change WILL happen or the company WILL go under. I expect the beck log will increase as companies extend the time of delivery of products or may even decline a lot with cancelations from the oil segment.

  • trumpace trumpace Dec 22, 2014 8:53 AM Flag

    I find it interesting that front end sales are not being factored in by the bashers and the fact RAD is changing or should I say improving what they are putting on the shelf. 2015 IMHO will be the year we see higher front end sales.

  • Reply to

    Thanks Grier

    by gym5000 Dec 18, 2014 4:03 PM
    trumpace trumpace Dec 20, 2014 2:09 PM Flag

    The upside will come as the NAV improves not to mention the benefits of the spin off what that will generate.

  • Reply to

    Thanks Grier

    by gym5000 Dec 18, 2014 4:03 PM
    trumpace trumpace Dec 20, 2014 2:07 PM Flag

    I took your advice.

  • Well the pumper puppets and DJ have to be very proud of the goal they have finally made toward getting the company delisted or go to the bulletin Boards or worse yet the pinky land. Yep, a lot of progress in getting share holder value as it was .75 when DJ took over and it is still .75 today..., a lot of years of no profits, revenue growth but still no profits, promises of profits to come, but failure to deliver the promises still exists. Years and years of failure but he did and still has many shareholders support for hope. He came in at a time of a recession and weathered through it waiting for the clean energy opportunity. Then came the largest gift of all..., a green energy President and an economy coming out of a very bad recession..., what an opportunity for CPST products. With all this and the Nasdaq Up during the recovery by 275% one would think this would have been a time for CPST to shine bright on very easy pickings. But no..., what we got is growth in revenue without good margins, thus giving away the great product CPST produces and a pps that has not changed and now a notice of non compliance and a chance to be delisted within the next six months. Now more than ever within the next six months CPST has to deliver profits and show consistency. The time has run out for CPST or will in the next six months if DJ either finally comes through with his promise of profits or the BOD decides enough time and chances for true performance to prove his worth has come to an end and replaces him.

    As for the pumper puppets, they will continue their support for DJ even if the company go's into bankruptcy. The mindset of the pumper puppet will never understand finance, markets or performance, what they believe is what they believe. I call this type as being closed minded to facts and live in la la land, kina like Obama voters..., don't pay attention to the reality but believe in the rhetoric.

  • Reply to

    Value

    by pet2401 Dec 19, 2014 6:34 AM
    trumpace trumpace Dec 19, 2014 7:18 PM Flag

    NAV= Net Asset Value.

  • Reply to

    Wet Seal

    by trumpace Dec 19, 2014 10:24 AM
    trumpace trumpace Dec 19, 2014 1:44 PM Flag

    mar I look at the price/sales metrics and EVLV looks like a screaming buy and since most analysts I follow think that metrics would indicate a sell at 1.5. EVLV is at .55. This tells me that the pps could move to $18-19 before it would be considered a sell. However it is not, which tells me there is a heck of a lot of doubt this new team can fulfill its goals. Thus the "must" factor to beat the street consistently by MB to get Wallstreet to begin its process believing EVLV is worth the investment. It comes down to delivery of the numbers to prove to everyone they are for real. I do hope MB is the right guy to lead this company.

  • Simply put..., STOCK OF THE YEAR!

    $22 year end for 2015. Too optimistic? We shall see.

  • trumpace by trumpace Dec 19, 2014 10:24 AM Flag

    Take a look at the pps of Wet Seal. IMHO the Clinton Group really did a number on them. Close to bankruptcy or in it now with a pps of six cents. WOW! Maybe GE knows something..., I am getting nervous.

  • trumpace trumpace Dec 19, 2014 10:14 AM Flag

    The Bonds they retired are considered debt I believe and fact they got rid of them and will save the interest paid on them will have a slight positive impact. Just part of their effort to get the balance sheet in better shape. More of this paying down debt should be pursued when the cash is available. In addition when the opportunity rises to refinance debt at lower interest charges, they need to jump at the chance to take advantage to reduce the cost of money. 2015 the breakout for RAD.

    Love the continued base building this morning great volume.

  • trumpace by trumpace Dec 19, 2014 9:51 AM Flag

    Looks like GE is back selling shares again considering the volume this morning. No doubt they will sell 100K shares then step back for the rest of the day to see the pps recover.

  • Reply to

    Value

    by pet2401 Dec 19, 2014 6:34 AM
    trumpace trumpace Dec 19, 2014 9:46 AM Flag

    NAV is as of 9/30 $10.47 up from $10.20. Value is there and Value is in the pps for buyers today as a huge discount to the real value is not factored into the pps. Add that the Dividend is 12% even with the new dividend announced, then add in any special at the end of 2015 and today we are seeing a screaming buy IMHO.

  • Reply to

    2015 Predictions

    by cd_iso Dec 11, 2014 6:09 AM
    trumpace trumpace Dec 19, 2014 9:19 AM Flag

    Sorry for the post on FTR board, I ment it for the RAD board.

HIMX
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