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Hercules Offshore, Inc. Message Board

trumpace 194 posts  |  Last Activity: 12 hours ago Member since: Jul 13, 2004
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  • Reply to

    Look At ACI (Arch Coal) After Reverse Split!

    by ronjp2 Aug 27, 2015 11:16 AM
    trumpace trumpace 12 hours ago Flag

    ronjp2, not so much "libs", but they are Pumper Puppets and DJ holds their strings.

  • Reply to

    Look At ACI (Arch Coal) After Reverse Split!

    by ronjp2 Aug 27, 2015 11:16 AM
    trumpace trumpace Aug 27, 2015 11:47 AM Flag

    Soros invested in ACI and that is why it is on the rise. However be advised that the swings in the pps are huge and take the profit or set a stop. Coal is under attack and until a more favorable administration comes into office many will file under BK.

    Now lets get back to CPST. Under this administration of Green energy CPST should have exploded up in pps but it did not. Even with a reverse split it will not matter IMHO as the company is poorly management. As a LONG in this stock for around 10 years now I am very disappointed that this CEO has been able to dismantle this company the way he has as the BOD just stands buy. It is unfortunate this continues to go on at CPST as they have wonderful products IMHO.

  • Reply to

    Q2 announced

    by trumpace Aug 26, 2015 8:21 AM
    trumpace trumpace Aug 26, 2015 4:29 PM Flag

    One thing I noticed is the volume was a bit weak as compared to the daily average. The market was up 600 points. EVLV may not be able to hold this pps if the market turns, I still think there is more room to the down side.

  • Reply to

    Q2 announced

    by trumpace Aug 26, 2015 8:21 AM
    trumpace trumpace Aug 26, 2015 8:38 AM Flag

    If he added to his long position, I am sure he covered the other side of the trade too as a hedge. mr_harry what is your take on the Q? Is it what you expected?

  • trumpace by trumpace Aug 26, 2015 8:21 AM Flag

    Sales up 3% about the only real positive..., the rest was spin. They missed the number by either a penny or four pennies (double the analyst's numbers) if I read it right. They had some heavy costs for management transitions and activist payouts (Clinton I believe.., can't figure out that one). For one thing that is really evident is the transparency is that the CFO was able to make things more confusing than past CFO's..., not a good thing IMHO. A positive light is they did say the Q4 period would be profitable..., what that means is any bodies guess. Q3 Sales are expected to be flat YOY. But they were happy????

    My guess is because of the miss, the stock will be down today. My bet is Cannell is a happy short today and has been since he gave that happy letter to Bozek. IMHO the share holders were fooled to replace KS with Bozek so far. And here it only took a year.

  • Reply to

    Institutional Ownership very interesting

    by normagain2000 Aug 25, 2015 3:04 PM
    trumpace trumpace Aug 25, 2015 5:00 PM Flag

    Yes, I have also noticed that on these days of the market monster volume, not so with HIMX. It seems to me there are many more holders than buyers or sellers right now. With the institutional ownership on the rise as you indicated, we may be seeing a shrinkage in he float or at minimum reduction in shares to sell in the open market because of long's holding shares. Any positive news from JW and HIMX could explode up in a huge way. I wonder if they are involved in the Facebook head gear coming out later this year (as I understand it)? There are a lot on interesting tech stuff in development right now with major tier one players..., it could be an interesting holiday season if a couple of these projects could get into production to take advantage of the season.

  • Reply to

    Looks like earnings will be bad

    by trumpace Aug 25, 2015 3:38 PM
    trumpace trumpace Aug 25, 2015 4:47 PM Flag

    Well in fairness to Bozek, In the last Q CC he did say that Q2 would not be good. That said it just better not be worse than he said or he loses more creditability. But now at least people understand why Bozek left HSN or was ousted. Although I do not hold any shares of this company right now, I do watch what is going on and if I see a turn around at some time I would consider taking a position. As for Bozek to leave the company, I don't see that happening either since the BOD is hand picked for now. But if the company continues to lose value, I see some of the management leaving for better jobs and some of the BOD leaving too, as they would not want to stay around IMHO for their own reputation's harm. On a side note I do not expect the pps to fall below the book value tomorrow if the earnings are bad..., it has had a very deep fall to this point. Hopefully for those of you who are long the shares, earnings will be good, we'll see tomorrow morning.

  • The pps started up today at $2.17 only to break below $2 to set a new 52 week low. Earnings leak? Seems so IMHO. If earnings tomorrow are bad, if this is the indicator, the pps will hit $1.50 maybe it is time for another coup and bring back KS for stability once more.

  • trumpace trumpace Aug 25, 2015 10:25 AM Flag

    So I guess you didn't cover your short position ace. RAD next stop is $10 then $12.50 watch and learn. Since you like to watch and not participate. Oh well, it is your choice.

  • Reply to

    Exposure to china

    by nylsia21998 Aug 24, 2015 7:52 PM
    trumpace trumpace Aug 25, 2015 9:59 AM Flag

    goofy ace_tracker, now re read my post for comprehension. Then watch what is said soon about program trading i.e. flash trade action. This was the main reason for yesterday's drop of 1089 early. Did shorts cover..., I would hope so but many did not because they think we are in the same trend as we were during 2008 and early 2009. But it is not the same market as then as the banks are much stronger than then. RAD went down to $6.97 low without consideration of its strong fundamentals which is what is stupid. Ace did you cover your short and are you long RAD now?

  • Reply to

    Exposure to china

    by nylsia21998 Aug 24, 2015 7:52 PM
    trumpace trumpace Aug 25, 2015 9:08 AM Flag

    cshjr4, that is correct. The currency issues will hurt the U.S. international companies. As for yesterday's drop, it was more computer program driven taking out the stops IMHO. Funny thing is, today we may just wipe out all the drama of yesterday's 1089 drop altogether. Now all the talking heads of doom and groom will have egg on there face today IMHO..., we'll see by the close today.

  • Reply to

    Exposure to china

    by nylsia21998 Aug 24, 2015 7:52 PM
    trumpace trumpace Aug 25, 2015 8:16 AM Flag

    cshjr4, However the companies that have business i.e. stores in china, the internationals that is like Walgreens have currency exposure..., RAD does not. It will be interesting to see Walgreens numbers for this next Q report.

  • trumpace by trumpace Aug 24, 2015 10:26 AM Flag

    Today we are seeing the results of a panic selling event or capitulation. This is why some need to take a breath before hitting the sell button. Buyers at below $7 today congratulation's. Sellers do yourselves a favor turn off your TV's and stop listening to the talking heads that either talk their book or have no clue or both.

  • If your investment's fundamentals are strong, why sell? This really means a huge buying opportunity. RAD has strong fundamentals going into 2016 at the minimum. The sellers in RAD today are making a huge mistake IMHO but thank you too for giving buyers the opportunity to pick up dirt cheap strong fundamental company shares. Got to love days like this if you have the cash.

  • Reply to

    Fundamentals haven't changed.

    by nbs415 Aug 21, 2015 3:32 PM
    trumpace trumpace Aug 21, 2015 3:39 PM Flag

    Buy, Buy, Buy that dumb money sells today and then again if it continues to drop. RAD is a turn around story with strong fundamentals IMHO. Great days for the ones who have cash.

  • Reply to

    New Here have Questions

    by trumpace Aug 20, 2015 12:40 PM
    trumpace trumpace Aug 20, 2015 5:13 PM Flag

    Thanks for the response. So an R/S is a strong possibility by October? Then I'll wait till after that or for a clear sign from the company. I went through a R/S with SBLK that I own and the pps continued to decline. Also I own NM. Wanted to get some DRYS but will wait for now. DRYS will be in addition to my holdings in the other two.

  • Give me good reason this company is trading at this pps. Is it oversold or undervalued..., reasons?. Any talk of Bankruptcy? Have they consolidated to whether through the storm? I am thinking of a position any comments that are supported by other than opinion from current shareholders, get a thank you.

  • Reply to

    BDI

    by red_sox_fanatic Jul 16, 2015 9:17 AM
    trumpace trumpace Aug 20, 2015 11:45 AM Flag

    The company beat the street number by .04. The stock is down because of the daily rate collapse going on in the over capitalization (more ships than needed) time frame we are currently in today. Pressure and consolidation will continue in the industry but long term NM should survive and do well. However it would be much better for NM to contract on a floating rate bases for now until the situation gets better in shipping.

  • Reply to

    Ardian buys GE stake via ASF Radio

    by tarzanevine Aug 18, 2015 5:45 PM
    trumpace trumpace Aug 20, 2015 11:36 AM Flag

    tar/mar, I think you are giving Bozek to much positives. Although I sold my positions, I do not think the Q3 will be a positive because of the margins due to the product mix changes. However, if Bozek succeeds by flatting the mix finally then starting in the second Q of 2016 the comparisons may get better. For the rest of 2015 Q3 and more so in Q4 IMHO evine will have a very hard time with the earnings and margins. I do think Bozek is trying to reset the business model a bit and will take in on the nose for the rest of this year and Q1 next. I do expect the pps to drop below $2 and maybe get to $1.50 to $1.40 at which point I would consider a re-entry position of 5 to 10K shares. Hey, if I am wrong oh well, I'd consider paying up if things showed improvement and not just a one off gain from an auction of the Boston asset, but on the operational side of the business.

  • Reply to

    Price of fuel

    by trumpace Aug 14, 2015 11:38 AM
    trumpace trumpace Aug 19, 2015 11:34 AM Flag

    Look at both NM-PG and NM-PH both are a $25 issue which means when or if they are called in that is what you will get. Until then you get the dividend on a quarterly bases. You can find the dividend on Morning Star or look at the past news releases and find the one that announces the distribution. Both are around a 35% discount currently. I am looking to pick up some if the hit the 52 week low, if I have the funds by then.

HERO
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