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Skullcandy, Inc. Message Board

uptabdowntab 173 posts  |  Last Activity: 1 hour 33 minutes ago Member since: Jul 1, 1998
  • Reply to

    Got my proxy stuff. Did

    by hogryder2000 Aug 7, 2015 9:49 AM
    uptabdowntab uptabdowntab Aug 7, 2015 11:27 AM Flag

    Yes, I will vote for Darren and BOD. Here's why.....
    1. He was instrumental in the Mad Catz/Harmonix RB4 deal.
    2. Company continues to survive.
    3. He hired the CFO and allows her role to grow.
    4. When you bet on an NFL game, who do you bet on? It is very simple, ALWAYS bet on the most desperate team with their back to the wall. This is Darren right now and I have my money on him.

    The biggest argument for voting No to him is the stock chart and fact that he has clearly mislead during several past ccs regarding the shelf.

  • more and more special, unique, and powerful relative to other tiny companies that are publically traded. I only post on a few message boards but I follow literally 50 - 80 tiny company stocks on a very regular basis and have for many years. What has become obvious in the last couple quarters and especially this one is that substantial revenue growth and earnings growth are now RARE. It just isn't happening for most of these companies. Most are simply struggling to keep rev and earnings flat.

    When Mad Catz starts reporting very real, very profitable revenue growth in early November it is going to get noticed and relative to other companies and stocks it is going to be spectacular.

  • Reply to

    Earnings 0.28

    by mopat Aug 5, 2015 4:07 PM
    uptabdowntab uptabdowntab Aug 5, 2015 4:16 PM Flag

    ...and nav still over $10. At some point people will realize that even if the Fed raises rates by .25% or .5% or more that rates on CDs of less than 1% are still worse than 12% yield on something like this. Great buy at this stupid low price.

  • uptabdowntab uptabdowntab Aug 5, 2015 2:48 PM Flag

    A buyout cannot happen at this time or at this price. Simply not possible. A buyout might happen when the stock is at $3 or $4 and the future looks so bright that you better be wearing waders. Some idiot CEO somewhere will say...."hhhhmmmm, I can spend $400million and get a world class product development organization with worldwide distribution that just generated sales of $250million and is obviously growing at over 100% per year......seems cheap to me, will be fun."

  • uptabdowntab uptabdowntab Aug 5, 2015 12:21 PM Flag

    The whole key will be the number of units sold. Here is a really super simple (and probably stupid) way to look at it. I live in a metro area of 5000 people...I know for a fact there will be at least 10 RB4 purchases in this area. Extend that to 320million people in the USA and sales in the USA are projected to be 640,000 units. Add in a bunch from Europe and Asia and other locales and pretty easy to see 1,000,000 sold by Christmas.

  • Reply to

    A few thoughts....

    by uptabdowntab Aug 1, 2015 6:29 PM
    uptabdowntab uptabdowntab Aug 5, 2015 11:15 AM Flag

    bargain, At least your posts make me chuckle. Congrats, you made a little on the blip up and now want to buy again at a lower price and repeat the process. We all get it and understand. But do you honestly believe that posting on a message board has an impact on stock price? NOBODY can be that stupid. Good luck and make sure you always hold at least a few shares. Cheers.

  • Reply to

    Here's something really #$%$!

    by microcaptrader Aug 3, 2015 10:01 PM
    uptabdowntab uptabdowntab Aug 3, 2015 11:25 PM 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 Aug 3, 2015 11:21 AM
    uptabdowntab uptabdowntab Aug 3, 2015 12:45 PM 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

    Snooze

    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 overcome.....it 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.

SKUL
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