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Skullcandy, Inc. (SKUL) Message Board

uptabdowntab 5249 posts  |  Last Activity: 4 hours ago Member since: Jul 1, 1998
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  • Reply to

    umm earnings announcement?

    by eightball126 Jun 1, 2015 2:01 PM
    uptabdowntab uptabdowntab 4 hours ago Flag

    That's probably about right for Q4 and also about right for the current Q1.

  • Reply to

    Darren the Disregarded

    by hopeful200 May 31, 2015 3:01 PM
    uptabdowntab uptabdowntab Jun 1, 2015 8:23 AM Flag

    (the $3 by xmas was for Jay's benefit only....he often needs my help)

  • Reply to

    Darren the Disregarded

    by hopeful200 May 31, 2015 3:01 PM
    uptabdowntab uptabdowntab Jun 1, 2015 7:16 AM Flag

    There are many contract manufacturers and contract assemblers that will do this for ZERO, 0, nada, zip up front.....as long as they are relatively certain they will get paid within 3 or 6 or 8 or 10 or whatever number of months. Mad Catz walks in with a mit full of pre-orders or other sorts of commitments and they don't nee any money up front.

    MCZ will be over $3 by Christmas 2015.

  • uptabdowntab uptabdowntab May 29, 2015 9:34 PM Flag

    You and emory must be on the same self-destructive wavelength. Bashers could really learn from you guys (and I mean that sincerely). Earlier today you also said you would sell all your shares today for 60 cents if you could. If you really believe that, then you would be far happier and better off by selling at 42 cents on Monday. No one owns a stock like MCZ hoping for a 40% gain, that would be irrational. Investors own MCZ in the hopes of 500% - 1000% gains. There is no other reason to do so.

  • Reply to

    With smartphone handset explosion

    by dugmalus May 29, 2015 3:52 PM
    uptabdowntab uptabdowntab May 29, 2015 4:15 PM Flag

    Why's that?

    Hutch's Q3 (current quarter) is always the seasonally weakest one. They often furlough and force vacations during this quarter. At the last cc, they told you this was going to happen when they said current Q shipments would be down about 10% from Q2. I would be discouraged if they didn't furlough anyone. This is a necessary action. If you want to feel better, compare this year's Q3 to last years in light of the TAM. It validates that Hutch is growing HDD market share.

    And what does handset explosion and OIS have to with any of it? Nothing. Penn has been crystal clear and consistent from the start. He said they will announce 4 - 6 OIS wins later this FY and meaningful shipments will begin in FY16 that starts Oct 1st. He basically has said this now 3 different times and has said the exact same thing each time.

    I too am frustrated by the waiting game and the depressed share price but much better days are ahead. If that is not apparent by the end of this calendar year, then I will simply sell and move on.

  • uptabdowntab uptabdowntab May 27, 2015 3:54 PM Flag

    It is a good thing and is the type of thing "kids' are looking for. Makes the game addictive and pulls in others.

  • Reply to

    Hope is not a strategy guys.

    by trisquit May 27, 2015 12:11 PM
    uptabdowntab uptabdowntab May 27, 2015 2:05 PM Flag

    12, 6, 7, 15, 16, 18......Those are the PS ratios of the 5 stocks you listed. The good news for you is that all are debt free except for the last one. Bad news is 2 are losing copious amounts of money.

    Those of us long HTCH stock look forward, not backward like you. I will bet you ANYTHING that HTCH will outperform every stock on your list over the next 12 months.

    You do write a nice message, good to see a new approach from you. I didn't think you could do that. Cheers.

  • Reply to

    $25mm Shelf

    by anabollic4444 May 27, 2015 9:16 AM
    uptabdowntab uptabdowntab May 27, 2015 9:40 AM Flag

    Several options....
    1. Dilute now, stock heading lower soon.
    2. Dilute when stock pops up to $3 or $4....which will kill it.
    3. Dilute when stock tops $10.....yea right.

    All these little companies just can't stand the thought of doing the hard work necessary to deliver consistent shareholder value. It is sickening.

  • Reply to

    Short interest

    by dugmalus May 25, 2015 7:14 PM
    uptabdowntab uptabdowntab May 26, 2015 2:26 PM Flag

    bargainhunter, You are an interesting dude. You do know that Hutch guided the current quarter to be 10% below the last quarter, don't you? So, I would hope they need fewer employee hours to accomplish 92million ships than they did 102million. Your comment on making OIS smaller is also interesting but in a different sort of way. It implies that you either enjoy making stuff up or perhaps have an inside contact that is talking too much about things they likely don't understand. I think you are getting about 1/3rd of the story and are drawing incorrect conclusions but that's ok too.

    You also have said you own a few shares of HTCH, why would you own any if you feel the way you apparently do? Strikes me as odd.....or rather interesting.

  • Reply to

    Short interest

    by dugmalus May 25, 2015 7:14 PM
    uptabdowntab uptabdowntab May 25, 2015 8:19 PM Flag

    I think you are correct that it will eventually work in longs favor. The overall number is still relatively small, but not so small as to be insignificant. I think it does a good job of explaining how the stock was driven from 2.60 to 1.95. About the same thing should happen in reverse as the stock starts to rise, especially if some good news is announced or evident. Maybe instead of a $1 or $2 pop on an OIS update, it becomes a plus $2 or $3 pop and then provides some fuel for a sustained move up to where it belongs.

  • uptabdowntab uptabdowntab May 22, 2015 2:59 PM Flag

    At the last cc, I thought the CEO was pretty clear. My interpretation of what he said is that Q4 would come in below last year's Q4 with respect to revenue and that there would be a small loss. That's why my guess is 17 or 18mil. With respect to the stock I doubt it matters in any way as long as the number is between 15 and 25mil.

  • uptabdowntab uptabdowntab May 22, 2015 1:50 PM Flag

    HEAR did $19.6mil in Jan/Feb/Mar and incurred a HUGE loss. MCZ will be in this same revenue neighborhood, but probably more like $17 or $18mil (year ago was a bit over $20mil) with a SMALL loss (less than $1mil perhaps). HEAR is really in trouble, their stock has a long way to fall.

    MCZ should be the stock at $1.92 and HEAR at 43 cents......and that too may come to pass.

  • uptabdowntab uptabdowntab May 22, 2015 12:47 PM Flag

    You mean you haven't yet cracked the code? After all these years? Pretty simple actually....When the bossdude expresses optimism and hope and expectations of future good things it actually comes true 38% of the time. When the bossdude expresses pessimism, coming pain, and worries then those things actually do come true 100% of the time. Now the good news is that the last several bits of hope were quashed so we are overdue for the current expectations of upcoming glory to actually happen. Meaning, we do not have a 38% chance but instead a 98% chance! .....and shake your shoulders, the chip will fall off!

  • uptabdowntab uptabdowntab May 22, 2015 11:52 AM Flag

    Ppppssssstttttt.....go back and listen to the last cc, DR told all of us (including you) exactly what the Q4 numbers would be.

    I also take back every bad thing I have said about you recently. My sincerest apologies. I didn't know that you had completely lost your mind. Had I known that you had become a zombie focused on the destruction of MCZ I would have offered up prayers rather than slams. Cheers.

  • Reply to

    Late day price action

    by dugmalus May 19, 2015 6:47 PM
    uptabdowntab uptabdowntab May 21, 2015 3:38 PM Flag

    The wins will not come from the smartphone companies, they will come from the 5 - 10 large assemblers of camera modules. Those camera module assemblers then sell the whole "camera insert assy" to the company that assembles the smartphone. Point being, when an announcement is made, it may contain the names of companies that we have never heard of....yet those are the companies that feed into all the super big phone companies.

  • Reply to

    Get Real

    by inveforsale May 20, 2015 9:59 PM
    uptabdowntab uptabdowntab May 20, 2015 11:45 PM Flag

    inveforsale, You do own a significant number of shares, likely 10X more than Callan owns right now. I take back what I said earlier about you working for him, I shouldn't have said that. I'm not sure how many other stocks you look at on a daily basis. I at least glance at about 100+ each day and I've followed most to some degree or another for at least 5 - 15 years or more, many are tiny companies about the same size as INVE.

    What I'm leading up to is ....don't get discouraged. With a little patience you will make money on your position in INVE. It might take 6 months or 18 months but the stock will get above your average price.

    I will also say that in the 25+ years I've been investing/trading/following stocks and companies, the market for tiny company stocks has been the ugliest (or maybe inconsistent is a better word) I have ever seen it over the last 8 months or so. Really! Also, don't ever confuse the company with the stock, they are two different things and can be going in radically different directions over the short term (up to 2 years or so in extreme cases).

    Right now I own a fair amount of a number of stocks, but the ones I enjoy posting on and following closely are HTCH, MCZ, and VTSI. Both HTCH and MCZ are almost a certainty to be 5 baggers within a year and HTCH could be a 20 bagger over the next 5. Both companies are going in the right direction (and it is obvious) and have been for about 6 months (MCZ) and 18 months (HTCH) ...yet each of those stocks are near all-time multi-decade lows! Point is, patience. You will eventually be proven correct with INVE.

    I also find it fascinating how these tiny company stocks move and I enjoy making money on them more than making money where it is sometimes easy and obvious. NRZ over the next 6 months will go up 10% and pays a 10% dividend. So I own a bunch of this sort of stuff, but it isn't nearly as fun as stocks like INVE and others.

    Good luck to you.

  • Reply to

    OT: Hey micro, did you buy any

    by uptabdowntab May 20, 2015 3:52 PM
    uptabdowntab uptabdowntab May 20, 2015 4:27 PM Flag

    Your points are all good ones. One thing to keep in mind is that hard drives were also a commodity business up until the day when only two companies remained. The final straw was when Seagate bought Maxtor for $1billion.....just to shut them down and eliminate a competitor (my opinion). In hindsight, it was a brilliant move. From that point on, Seagate and WDC profits and revenues and cashflow just continued to rise and rise and rise.

    The HDD suspension world is at the point now where Seagate, WDC, Maxtor were just before Maxtor was taken out. Right now only Hutch, NHK, and TDK/Magnecomp remain. NHK could decide to shutter their business any day since it really doesn't fit with the rest of what they do. TDK/Mag could decide they actually want to make some money and take the approach of buying Hutch (which is now more attractive with the OIS-soon-to-be-business).

    But I admit, none of these are reasons to buy HTCH. You buy HTCH if you believe they will get back to 1/3rd market share and/or if you believe OIS can be a $300- $500mil business for them within several years.

  • uptabdowntab by uptabdowntab May 20, 2015 3:52 PM Flag

    HTCH yet? As an aside, I don't know who he is or where he came from, but I am relatively certain that the stockjockey poster that recently appeared on the HTCH board is correct with the info in his posts regarding Htch. I think he is a little stupid to post it the way he does but so be it. At some point in May, June, July, August the alarm will go off and HTCH will either gap up a buck or three or get there in hours. I suppose the pros among us would still argue that it is smarter to buy after this happens since that will just be the official start of the relentless march upward. Sorry to ramble.

  • uptabdowntab uptabdowntab May 20, 2015 3:06 PM Flag

    They walked the stock up to $21 so they could pull off the secondary at $15. Simple as that and no other reason.

    If they could do it that easily once, they can do it again.....and likely will.

  • uptabdowntab uptabdowntab May 20, 2015 1:47 PM Flag

    Hi g_younit. You are a moron. lexus and inveforsake work with Callan, not worth replying to.

    So, why do I expect INVE will again go to $20? 1. Their balance sheet is strong, much stronger today than when they recently hit $20. 2. Revenue is growing, it will be higher this FY than in the FY in which it hit $20. 3. It is the type of stock in the type of industry that periodically gets hot. 4. Look at the chart, the stock can be walked back to $20 just as easily as it has been walked down to $6. 5. It is in a business where acquisitions and consolidation is common and expected.

    I've said it before, I know very little about their core business and really don't care about it.

    Callan - What a goofball. He owns fewer shares than you, yet you actually care what he thinks? You are also an idiot.

    All of the above is just my uninformed opinion and is my idea of a good time. Cheers.

SKUL
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