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Skullcandy, Inc. (SKUL) Message Board

uptabdowntab 329 posts  |  Last Activity: 5 hours ago Member since: Jul 1, 1998
  • 1. Updated short numbers will be available after 4pm tomorrow, July 24th, on nasdaq website. The mid-July number is going to be interesting no matter what it shows.

    2. Not sure how HTCH reacts to the Aug 1 release of the Apr/May/Jun quarterly results. Results should be nearly identical to the previous quarter, perhaps a wee bit better but very similar. This is what they told us during the last cc.

    3. The outlook for the current quarter, Jul/Aug/Sep, should be considerably stronger and the enthusiasm expressed for Q1, Oct/Nov/Dec should be downright giddy. Zero doubt in my mind that analyst estimates need to rise significantly.

    4. WDC will announce numbers on July 30th, two days ahead of Hutch. Should be a story similar to Seagate's.

    5. Watching the trading quite closely the last couple weeks, it certainly appears to me there is major accumulation going on since all the large quantities appear on the bid side. That said, there are still some obvious sellers-of-size since shares are available and the price typically walks to the bid rather than chasing the ask.

    6. Another potential catalyst to the stock price will be when Hutch announces how they have dealt with the $40mil in debt being put to them in January. Will they simply write a check and pay it off since their ops are generating net cash (about now I'm guessing) or will they refi and push it out. Either way the stock wins.

    7. Though my guesses on the timing of the Seagate ramps have been wrong by about exactly 12 months, here are my guesses for share price: $5 by early November, $12 by July 1st, $18 by Christmas, 2015.


  • uptabdowntab uptabdowntab 8 hours ago Flag

    Well I'll be're the Asian contagion mei(fud)....the .37 and 30degree C are dead giveaways. We all missed you.

  • Reply to

    Gander Mountain

    by joethius 16 hours ago
    uptabdowntab uptabdowntab 9 hours ago Flag

    I just checked on Gander Mountains website and they only list 6 locations as having the VirTra systems so I think the answer to your question is that GM has either stopped adding them or is doing so at a snail's pace since this is about the same number as a year ago.

    The local GM near me completed a huge renovation a month or so ago and did not put in a virtual range or simulation area. They expanded their gun area by a factor of 3X or 4X though.

  • uptabdowntab uptabdowntab 10 hours ago Flag

    They still issue plenty of them and at least now they are generally meaningful. But the thing is, they have ZERO impact on company revenue and earnings, ZERO. Customers don't read PRs, only investors and traders read them.

    Think of the products you buy, do you read GM or Ford PRs when you are car shopping, do you read Purina PRs when you are looking for dog food, or General Mills PRs when cereal shopping, or Honeywell PRs when looking to upgrade the Tstat, or Dell PRs when looking for a new laptop, or Walmart PRs before going to buy stuff?

    PRs mean nothing to a company's performance, they mean a wee bit to investors and shareholders.

  • Reply to

    Feelin' good...

    by uptabdowntab Jul 14, 2014 12:45 PM
    uptabdowntab uptabdowntab 17 hours ago Flag

    ....I must have fallen out of bed and bumped my head because there appears to be a VirTra PR this morning....and it is well-written and substantive and even has a bit-o-flare to it. My my.

  • uptabdowntab uptabdowntab 18 hours ago Flag

    ditto....nothing at the BestBuy smack in the middle of Wisconsin.

    Though I will say, it would seem the business to be in is antennas for free tv. Just about everywhere I went was sold out......BestBuy, Walmart, Target, Shopko....and they all had a decent amount of space allocated to that sort of stuff. Surprising.

  • Reply to

    like the old "shake and bake" commercials...

    by hopeful200 Jul 22, 2014 1:24 PM
    uptabdowntab uptabdowntab Jul 22, 2014 3:44 PM Flag

    .625???....why so dang greedy! I added 20k today, half at .6299 and half at .63. Both orders I put in at .635.

    This is getting so very frustrating but I guess we are sort of in "show me" mode. No one even believes the lone analyst estimate of 8 or 9 cents. I guess it all goes back to the funk that the little stocks are in right now and how no one really believes that Catz has built a sustainable, profitable, growing business that is on the cusp of greatness. Ok, greatness is too much, but when they deliver EPS of 15 - 20 cents this year, sub-$1 is going to be a distant memory. Sub-$2 might be a distant memory.

  • uptabdowntab uptabdowntab Jul 22, 2014 11:43 AM Flag

    Any conclusions?.....perhaps that's your big bid at 2.10?

  • uptabdowntab by uptabdowntab Jul 18, 2014 4:13 PM Flag

    post stuff and then remove your own posts? No offense, but that sure seems stupid.

  • Reply to

    STX projections

    by unifihitch Jul 17, 2014 5:59 PM
    uptabdowntab uptabdowntab Jul 18, 2014 3:22 PM Flag

    How would you like to be short HTCH right now? Maybe 500,000 or 1,000,000 shares. Overall last report was 2,200,000.

    It would be sort of like sitting on the train tracks in the middle of North Dakota with your new Corvette (so I'm dated) and it is out of gas. You can feel the faint rumble of the approaching train and a flicker of light that is still miles away....but it is coming and nothing can stop it and it doesn't care.

    Listen to the Seagate cc from about the 5minute mark to the 10minute mark. That is the rumble you are hearing. It will be even closer and reinforced when WDC reports. Analyst estimates will never catch up until it is way too late, they are going to still show minus signs when Hutch reports slightly positive numbers in late October and blowout numbers in late January. It is happening before your very eyes and there is nothing anyone can do about it.

    Just buy shares, sit back, and enjoy.

  • Reply to

    The wheels are coming off!

    by dougthedope12345 Jul 17, 2014 1:24 PM
    uptabdowntab uptabdowntab Jul 17, 2014 10:58 PM Flag

    I continue to add shares.

  • Reply to

    STX projections

    by unifihitch Jul 17, 2014 5:59 PM
    uptabdowntab uptabdowntab Jul 17, 2014 6:25 PM Flag

    Yes, that really was good to hear. TAM anywhere in the 145 ballpark with number of heads per drive growing is a beautiful thing. The late October report for Hutch is going to be nice.

    Kudos to you unifihitch, you are one of the few that actually post good solid content. My guess is you are a very successful investor.

  • Reply to

    Sandisk spells DISASTER for hutch

    by wassayassa Jul 17, 2014 10:48 AM
    uptabdowntab uptabdowntab Jul 17, 2014 11:42 AM Flag

    Hey there knumnuts, you do realize the debt is not due until January.....and you do realize that they can refi at any time OR simply eliminate the debt by writing a check for $40mil from their cash balance.....and that they are currently cash flow positive and are generating net cash.....and that sandisk spells HIGHER volumes and more profit for Hutch not less.....probably best for you to cover your short or simply go long. But whatever, the clock is no my side, not yours.

  • Reply to

    OT: Stock Contest - Week 5.1

    by bottomsupinvestor Jul 14, 2014 10:04 AM
    uptabdowntab uptabdowntab Jul 17, 2014 10:29 AM Flag

    No kiddin. I went from about +6% to -2% and last place in the span of one week. I will rebound a bit this week due to MEA (but I don't currenly own any...sigh).

  • Reply to

    Warning to longs....I just

    by uptabdowntab Jul 16, 2014 1:50 PM
    uptabdowntab uptabdowntab Jul 17, 2014 9:50 AM Flag

    Sorry about that and thank you for the kind words. Sometimes these message boards provide some entertainment for me and I do occasionally throw some stuff out there just to stimulate a reaction or discussion or find some info. These boards serve lots-o-purposes (purpi?). Cheers.

  • Reply to

    Sandisk is choking this company with its SSD's

    by mvrshkr2496 Jul 16, 2014 9:57 PM
    uptabdowntab uptabdowntab Jul 17, 2014 8:11 AM Flag

    ....the one truly great thing about SSD is their enabling of the whole smartphone, mobile, tablet revolution. That is fantastic as it has driven the exponential increase in the need for storage. More storage means more HDD which means more Hutch assys. There is a reason WDC is over $100 and STX over $60.

    STX reports today. Bodes well m'boy.

  • Reply to

    Sandisk is choking this company with its SSD's

    by mvrshkr2496 Jul 16, 2014 9:57 PM
    uptabdowntab uptabdowntab Jul 17, 2014 7:43 AM Flag

    SSDs also cost 10X more than HDD and have minimal overwrite ability as compared to HDD. Long term reliability for SSD is also far worse than with HDD......lastly, even if SSD was on par with HDD, there are not enough wafer fabs in the world to meet demand without an investment of 100s of BILLIONS of dollars so guess what, it ain't gonna happen.

    The SSD argument is an old tired one that has been around since about 1970, about a half century old. Good to see it here though since that means Hutch is very close to driving higher. Cheers.

  • Reply to

    Another one of those days when

    by uptabdowntab Jul 16, 2014 6:00 PM
    uptabdowntab uptabdowntab Jul 16, 2014 7:49 PM Flag

    I haven't read that book, just a few articles about the subject. That probably would make sense since the individual trades don't show up, just the volume total and it is often a few pennies one way or the other but typically in the trading range for the day. I wonder how they arrive at the price to post the volume. If I ran such a dark pool, I would probably simply report the total volume and average price at end of day, but knowing all the dweebs involved they likely make it more complicated.

  • uptabdowntab by uptabdowntab Jul 16, 2014 6:00 PM Flag

    30,000 shares trade in the last couple seconds of the day. We were at a volume of 170,000 with a minute or so to go, then at the close it prints volume of almost 200,000. Sure wish I understood all the mechanics and reasons on how that sort of stuff happens. In the long run it doesn't matter one way or the other, just sort of interesting as we wait for the upcoming cc.

  • Reply to

    70K shares only

    by fda_approval_trading Jul 16, 2014 4:26 PM
    uptabdowntab uptabdowntab Jul 16, 2014 5:57 PM Flag

    I have a hard time thinking we are up big on a 6% blip at $11.70 when this stock used to trade well above $800 per share back in the Y2K timeframe.....really!

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