Collectors Universe Inc. Message Board
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These are going to be deflated because of all of the old fees still included right?
From the 10K:
"We generally record revenue at the time of shipment of the authenticated and graded collectible to the customer, .... Many of our authentication and grading customers prepay our authentication and grading fees when they submit their collectibles to us for authentication and grading."
With turnaround times in the stratosphere for a while, probably close to a third of those coins were submitted and paid pre price increase but not booked as revenue until this quarter. -
There were at least like 30k missing. Are we saying that the page is unreliable, the company is smoothing, or the info is simply behind like 10 days? That's a lot of coin(s) and it matters where they go.
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Stat's page must be laggy. That being said, 0.28-30 wasn't a half bad prediction. ... w00t!
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really? I was doing other stuff while the call was on, but he prefaced the vague references to the mid may update with an apology for the stock not being very much of a winner lately, right? Maybe I'm just too big a fan of the mystery box, but that was enough to bolster my spirits.
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That's crazy. I wonder how the stock will respond with no hard info.
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there's no possible equity based hedge going on here that would make covering unnecessary is there?
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I didn't write down the 30 day #s at the end of each month, but going from memory they're something like 200/250/170 = 620k vs. 570k Q1 2012. That plus pricing increase ~ $0.28-30/share this quarter right?
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All exposure is good I guess, but it was certainly a mixed bag with the one guy talking about how the grading is suspect since bad grades are bad for business.
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With January not in the report coming in on the 7th, any chance of a flat result sell off? If I'm recalling correctly this acceleration to 200k has been pretty quick so the winter months weren't anything spectacular. If there's any disappointment obviously it could create a great buying opportunity based on the strong January. We know not everyone is factoring in the statistics page even though it's out there.
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Wait, wait, wait.... you're implying that one of the lunatic posters here is the guy disclosing 3+million share ownership? Do crazy people normally have millions on millions to burn? Sure the language in item 4 sounds similar, but really?
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here's a piece of the recommendation. I've been trying to post for a few hours but for some reason it the post gets booted. So sorry if there suddenly end up being three of these.
Nomura cuts pawnshop chain Ezcorp (EZPW) to neutral from buy, citing valuation and lack of near-term catalysts. Shares down 4.4% at $18.49. EZPW had been up 15% since recent lows on Nov 14, Nomura notes, following disappointing F4Q earnings and outlook, and "investors are unlikely to drive shares meaningfully higher until management proves that its turnaround strategies (aimed at offsetting core weakness in its existing storefront scraping business) are working." Plus, while planned revamps to EZPW's aging store base can add to results over time, "investments will weigh on results in 2013."Sentiment: Hold
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Doesn't sound like the end, but light at the end of the tunnel.
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I've traded this thing nicely twice and with this news it looks like we might be in for some big moves.
How low can this spike/How much can they cut the dividend? I'm hoping the answer to the first is 'really low' because I'm sure they'll leave some dividend. If they cut it in half, at 10 this thing would still yield 6%. I think it can go way lower than ten if they don't prove that the trend won't continue, but I also think they can cut the dividend by more than half. If people were worried about the dividend at previous earnings, and the earnings are halved, then people would still be worried about maintaining the dividend even if it is halved.
Anyway, I've got my eye on this one. -
The guy finishes his piece by writing, "*Disclosure: I am short PRXI. I do NOT think that it is a compelling short. The value of the Titanic assets is highly uncertain." That mostly sounds like some guy who likes to have a website where he writes what he thinks about stocks and not some sneaky villain. Are you worried about him affecting investor sentiment? I had never heard of him or the site until you started chirping about it, so if anything you're increasing his exposure. Then again, if you are him, then well done. Consider your traffic number bumped +1.
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It can't be the buyer. It has to be the court at this point. Maybe Trump wanted to drop a cool 200 million on this thing, but the judge is worried about it being defiled in the name of a reality show.
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What positive catalysts do you see between now and November? I got out today after a quick trade with lots bought at 21 then 17 then 13 because it doesn't appear that there's too much room for news besides the NGA option pickup announcement or the election which are both several months off.
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There are regularly impressive moves made without news or even earnings. Do you believe that insider info moves/moved (at least in the lead up to the initial auction date?) this stock?
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I win right?
My guess:
"we are focused on maximizing shareholder value"
Actual:
"Premier intends to maximize the ultimate value of the Titanic artifacts ... for shareholders" -
"we are focused on maximizing shareholder value" What's my prize going to be?
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fine fine fine. I will make a concession as a show of good will after your concession of the word obvious. It is possible for something big to go down here. I am not banking on it, but never say never. The structure of the Tut Exhibit deal is certainly interesting.