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Speed Commerce, AŞ Message Board

uptabdowntab 178 posts  |  Last Activity: 5 hours ago Member since: Jul 1, 1998
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  • Reply to

    Here's something really #$%$!

    by microcaptrader 6 hours ago
    uptabdowntab uptabdowntab 5 hours ago Flag

    Sure, it stinks that anyone would sell at this level....however, if no one did then you and I would not be able to buy. Also, it isn't all that stupid for them to sell some (or even all) their shares at breakeven+/-10% and hang on to the warrants. If I had the chance to do that, I might have done the same.

    Ah fudge it, I just read the sentences above and selling shares at this sort of price is stupid no matter how you look at it.

  • below $4 is funny. Yes, I have ridden some down to here but I have purchased plenty more near the current price. The enterprise value is laughable. This is the one stock where everyone wins. Longs won big from $6 to $18, Shorts won big from $15 to $4.......and next, longs will win big again. Fun times.....although kevinb212012 is such a bore, no creativity at all.

  • Reply to

    This could move fast

    by kebko 17 hours ago
    uptabdowntab uptabdowntab 15 hours ago Flag

    Truer words have never been spoken.

    Did you listen to the Q&A in the cc when Penn said OIS would be profitable with only "a few million" ships in a quarter! So, start thinking about what EPS looks like when quarterly OIS ships are 30mil, 50mil, 100mil........

  • Reply to

    A few thoughts....

    by uptabdowntab Aug 1, 2015 6:29 PM
    uptabdowntab uptabdowntab Aug 2, 2015 9:02 PM Flag

    Those guys don't matter. The ones that matter are the dozen companies that assemble and sell the camera modules. Companies like.....Sunny Optical, Primax, Foxconn, Semco, etc. Foxconn is a bit unique in that it does both camera modules and smartphones. Most do not.

  • Reply to

    RB4 Observations

    by tony_dolgoff Aug 2, 2015 4:23 PM
    uptabdowntab uptabdowntab Aug 2, 2015 5:39 PM Flag

    Just be happy people care enough to complain. Sort of funny if you think about it since the thing isn't even out in the public domain yet.

    The other way to look at is that it is rather obvious there are several ways to extend the life of this thing for far more than just Q3 of the current FY. They can add features to the "game", they can add "instruments", they can add songs, they can do lots of stuff to spur additional sales and follow-ups and add-ons. Maybe make it huge through Q4 and even help sales through next Summer. Might even see some national/international contests and "concerts" and that sort of stuff. Sky the limit.

  • are holding up nicely. The pattern is interesting, clearly shows that it is the parents doing the buying on weekends as the rank drifts down during the week and pops up every weekend. Little billie and suzy must be nagging Ma and Pa all week until they break out the credit card.

  • Reply to


    by srowe38 Jun 7, 2015 10:53 AM
    uptabdowntab uptabdowntab Aug 2, 2015 11:01 AM Flag

    Yep, I too just stretched my arms and yawned. Time to start paying attention, 10 more trading days. The comparisons verses year-ago are going to be fun. Last year Q2 was $2.1million!

  • uptabdowntab by uptabdowntab Aug 1, 2015 6:29 PM Flag

    What a really terrible quarter due to crummy HDD susp market.
    Interesting that 3.3mil in revenue came from stuff other than HDD suspensions.
    OIS: I sure didn't see that coming, apparently no one big would bite unless it was both better AND cheaper.
    CC was the most interesting of any I've heard, mainly due to OIS pricing and other opportunities.
    The camera module guys will bite if they can save 25 or 50 cents on volumes of many millions.

    Perhaps the best part was when Penn said OIS would be profitable on "a few million" ships in a quarter. Holy smokes.

    Perhaps the worst part of the cc was when Penn said the new OIS had only been sampled to 2 or 3 big guys so far.....of course there really are only 2 or 3 big module guys.

    Simply reading the PRs and listening to the CC I would have guessed no reaction from the stock. Interesting all around.

  • uptabdowntab uptabdowntab Jul 29, 2015 7:24 AM Flag

    jay, Xpoint has been discussed, modeled, and evaluated for several years. It is even MORE expensive than current solid state memory. This sort of memory still has two problems that cannot be is many times more expensive than hard drives AND it cannot handle multiple writes/reads AND it cannot save data for longterm (say 5 years+). But whatever.

    STX and WDC destroyed? Cannot happen. They are both too big with too much money. Each of these companies are already the biggest solid state memory users and shippers in the world. They simply buy and integrate whatever tech is best for storage. You should study up a bit on what is actually in a "hard drive".....probably shouldn't even call them that.

  • Reply to

    Shocking Salary and Stock Options Benefits

    by bonesid3 Jul 28, 2015 9:56 PM
    uptabdowntab uptabdowntab Jul 28, 2015 10:42 PM Flag

    emory, Relax dude. The entire market cap of the company is 28mil. You could own the whole thing and still wouldn't be rich. $300,000?.....nobody cares because it too is nothing.

  • Reply to

    shorts are at it again

    by joey71440 Jul 28, 2015 10:15 PM
    uptabdowntab uptabdowntab Jul 28, 2015 10:39 PM Flag

    300,000 is the same as zero. It is literally nothing, 1 day's volume.

  • uptabdowntab uptabdowntab Jul 28, 2015 6:51 PM Flag

    "..borrow them any.".....Are you 3 years old? Sorry, couldn't resist. You are making the classic mistake of confusing the company with the stock. The stock is obviously ill, the company is doing well. During the last year they generated plenty of excess cash and that was even while they had to fund the OIS development efforts. As OIS revenue ramps quickly during their Q2/3 they will literally be swimming in excess cash and will have cut long term debt in half by late 2016. Why do you say it must be "tuff being long"? It is easy being long a stock that is worth many times the current price and a company on the verge of tripling their revenue and having EPS in the multiple dollars within a foreseeable timeframe. And if I'm wrong? So what, zero impact to my lifestyle though my ego will take a temporary hit.

    I know you are continuing to bash, but I do hope you hold at least some shares so you can participate in the coming multi-year up trend.

    As an aside, it was hilarious to read the psycho basher tout FOUR. I actually wasted 10 minutes of my life to look at that company. Total market cap is $6million and sales are about nothing, maybe $1million. Four is literally worth about .02, not .30.

  • uptabdowntab uptabdowntab Jul 28, 2015 1:30 PM Flag

    Today, the 3 analysts covering Hutch estimate $257mil in revenue for FY16. Rarely are estimates this off-base. $257mil isn't even high enough for the HDD susp business. 50mil OIS ships adds another $120mil in revenue. FY16 starts Oct 1st and will exceed $400mil in revenue. Slam dunk. FY17 will be $600 - $800million.

  • doesn't matter whether they report 1 million in revenue or 20 million in revenue. Either way the stock price stays in the current ballpark. Q2 report in early November MIGHT be critical since by then the success or failure of RB4 will be obvious.

    I would argue that nothing matters at this point with respect to the stock price. It will go up when someone(s) wants it to go up and it will be driven by their massive buying.

  • "10 and 20" RB4 on preorder. I asked the manager (actually an adult!) how many and he said they were not supposed to give out that info. So then I bought a $50 gift card and he was willing to narrow it down a bit. I probably should of just given him a $20 bill. Sort of funny.....if you had been there. Cheers.

  • uptabdowntab uptabdowntab Jul 27, 2015 4:09 PM Flag

    That's awesome.....Wow....$500mil in earnings implies revenue of $7 or $8 Billion. EPS will be $17, put a PE of 20 on that and share price should hit $340. Cool, that's a 1000 bagger from here! And I thought I was an optimist.

  • Reply to


    by bargainhunter880 Jul 25, 2015 9:25 AM
    uptabdowntab uptabdowntab Jul 26, 2015 8:32 PM Flag

    Just guessing of course.....over $3 by 10am Friday and over $10 by Christmas. Sunny days ahead. Cheers.

  • uptabdowntab uptabdowntab Jul 26, 2015 10:20 AM Flag

    emory cannot attend the annual meeting. Only MCZ shareholders are allowed entry. emory sold all his shares when the stock first dipped to 36/37 level. About the only time I ever believed him was when he said he was out.

  • Reply to

    MCZ @ Evo 2015

    by tdog7946 Jul 24, 2015 10:56 AM
    uptabdowntab uptabdowntab Jul 24, 2015 5:28 PM Flag

    Maybe the route the X-games took/are taking? From nothing to Olympics and sponsorships.

  • Reply to

    MCZ @ Evo 2015

    by tdog7946 Jul 24, 2015 10:56 AM
    uptabdowntab uptabdowntab Jul 24, 2015 5:26 PM Flag

    tdog7946.....Great story and well-told! Most here (like me) probably did miss it since we are passionate investors/traders and not gamers.

    I do have a question for you, since you seem very familiar with this sort of stuff.....Do you think Mad Catz and their competitors have a chance to turn the super hi end players into "Nascar-like" stars? I just keep thinking that many years ago (1980s), there were lots of car races that no one really cared about and tv ratings stunk, then Nascar got the bright idea to turn their drivers into "NFL/NBA-style" stars. It worked great, can MAd Catz do the same?

    Thanks for any insight.