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Skullcandy, Inc. (SKUL) Message Board

uptabdowntab 202 posts  |  Last Activity: 16 minutes ago Member since: Jul 1, 1998
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  • Sell it or Short it if you believe Hutch will not get back to 33% market share in suspensions over the next couple years and/or if you believe OIS efforts will come to nothing. If OIS fails and susp share remains at current 24%ish level then you can cover at $1 in 6 - 12 months.

    Buy it if you believe susp market share gets back to 33% and/or if you believe OIS will be a success. If both happen, then you make at least 5 - 10X your money over the next 12 - 24 months.

    The neat thing with HTCH and Hutch is that it is easy to track progress on both susp market share gains (or losses) and OIS successes (or lack thereof) with each quarters results and cc's. All they need for the 33% is continued gains at Seagate and the momentum there is obvious. All they need for OIS confirmation is several wins to be announced later this Summer and real revenue to be reported in the O/N/D quarter. Sort of nice to have an end-date coming due in very early calendar 2016 with respect to either adding more shares or selling the ones ya got.

  • Reply to

    You gotta admit,

    by microcaptrader Jun 5, 2015 1:14 PM
    uptabdowntab uptabdowntab Jun 5, 2015 1:26 PM Flag

    Lots of stuff! (tongue in cheek...sort of)
    - The simple passage of time (now closer to xmas) is worth several cents.
    - RB4 is more of a sure thing now verses 8 weeks ago.
    - Exchange rates more positive now than then (ok, this is a reach).
    - There have been 1 or 2 additional deals announced since then (at least 1 anyway).

  • 1. The Identiv and INVE are two different things, completely unrelated over the short term. Never think a company and its stock are the same thing.

    2. Poster below says "we don't pay Hart to write messages....". Wake up dude, shareholders own shares of INVE and that is all. No shareholders pay company officials anything.

    3. INVE stock price is set ONLY buy the buyers and sellers.

    Oh, and by the way, all this stock does is go up and up and up. Day after day, it is relentless. See you at $25 by Dec 1st. Hi Jay....no, not that one.

  • Reply to

    Roth initiates coverage...

    by lollipopkids Jun 5, 2015 8:08 AM
    uptabdowntab uptabdowntab Jun 5, 2015 8:30 AM Flag

    With a paltry 65 cent target it leaves lots of rooms for upgrades all the way to 650 cents......by Christmas, Hi Jay.

  • Thank you b_fr_nk.

  • uptabdowntab uptabdowntab Jun 2, 2015 4:04 PM Flag

    Not me dude. $4 by Christmas....2016 this time!

    I think several of them sold significant numbers of shares below 40 cents and now want back in at an even lower price. That volume came from somewhere and the flip in attitude from emory and micro happened rather abruptly. Who cares though, none of this matters. Like I said, $5 by Christmas!

  • Reply to

    umm earnings announcement?

    by eightball126 Jun 1, 2015 2:01 PM
    uptabdowntab uptabdowntab Jun 2, 2015 9:24 AM 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.

SKUL
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