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Celgene Corporation Message Board

valueinvestor411 134 posts  |  Last Activity: 11 hours ago Member since: Oct 22, 2009
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  • valueinvestor411 by valueinvestor411 Aug 30, 2015 3:30 PM Flag

    not a trivial ad campaign by Target. I counted 20 pages with shazam logo on higher quality cardstock like paper near middle of the magazine. Easy to find as paper is different than other high gloss, but thinner pages.

    The back cover is also target. Shazam enabled too.

    Will other advertisers follow suit?

    We also have cooking light magazines in the house... I could see advertisers trying out in that mag as readers are already used to scanning recipes using the tech.

    Love the shazam angle... current valuations seem to be driven off of retail solution/barcode... if any tangible revenue from non-barcode / retail setting, it will have analysts recalculating their early models.

    glta

    value

    Sentiment: Buy

  • valueinvestor411 valueinvestor411 Jun 4, 2015 10:12 AM Flag

    i believe you were sent here by streetSweeper or an affiliate. based on the line of question you came here with and the tripe in that article released today.

  • valueinvestor411 by valueinvestor411 Jun 21, 2015 9:15 PM Flag

    Q2 CC - end of July

    Packaging as a Portal to the Digital World
    Dates: 04 – 04 Aug, 2015

    Needham Interconnect Conference
    New York City | Dates: 04 – 05 Aug, 2015

    The August 4th "Packaging as a Portal to the Digital World." is a free webinar co-hosted by DMRC and SGS.

    That might be pretty interesting.

    glta

    value

    Sentiment: Buy

  • Reply to

    Cash

    by cadbarley Jun 25, 2015 4:09 PM
    valueinvestor411 valueinvestor411 Jun 25, 2015 6:49 PM Flag

    January marked the first time they are actively selling/marketing their recently launched product. And 5 months in, the biggest fish to catch, WMT, has their CEO post on instagram about the technology.

    $37M per Q1 financials on the books and burn rate is $2M/quarter. Which I believe will slow signficantly heading into 2016 as traction is gained in the market. We are only 5 months past NRF and the pivot to selling.

    Look forward, my friend, not backward.

    Sentiment: Buy

  • reviewing history of such sites; the premise is they are supposed to be seeking out 'bad' companies and exposing them while profiting from the short sales and supporting the business of investigative reporting. A virtuous cycle. Such an honorable business that Mark Cuban was involved. (grin)

    In both sweeper articles there were truths, errors, and gross errors. Followed by innuendo and/or some strange conclusions. The articles never hinted that anything positive might be going on in the business. Ignored all the positive milestones. Obviously, the articles are actually harmful to anyone trying to make an educated decision on the equity. Long or short. Certainly, that by itself is not illegal, but hiding behind investigative reporting to justify short selling ahead of a story like that seems getting pretty close to a line I wouldn't want to be caught anywhere near.

    Take it one step further, letting the item slip about the balance sheet/implying dilution was coming. I would think would be finable. Particularly based on the line of business they are in. I would **hope** such business would be on the SECs radar. Being so in your face... They are up front about trying to drive down prices to profit. But letting gross errors through the editing process that are to your own benefit seems like a finable offense at minimum.

    Up till now, i was not really taking the short/manipulation stuff too seriously. Honestly, I am a little shocked by how in your face ridiculous those two articles were. I was hoping the 2nd would be published on SA as to get the same chance to cross-examine the author publicly.

    That person who showed up hear poking us for Walmart info was here to add to the article. 'Bullish posters on message boards...' was a quote from the article. And oh by the way, Digimarc can say Walmart is on board with piloting a component of discover technology.

    I'll calm down in the morning :)

    glta

    value

    Sentiment: Buy

  • valueinvestor411 by valueinvestor411 Jun 19, 2015 5:43 PM Flag

    Have seen a recent pickup in opportunity for employment for DMRC.

    usually a good sign :) Two recent ones were marketing director and sales director.

    Sentiment: Buy

  • valueinvestor411 valueinvestor411 Jun 26, 2015 11:14 PM Flag

    haven't posted in a while here. I've spotted you repeating this for a while. can't the company request a 180 day extension? Seems to me the last time they reverse split it was close to a year after it slipped below $1 that they did a reverse split.

    And if they do get an extension, will you start your count down all over again?

    thx

    value

  • Reply to

    short interest up 32,000

    by byronangel Jul 10, 2015 4:03 PM
    valueinvestor411 valueinvestor411 Jul 12, 2015 8:50 AM Flag

    i think short interest figure is as of 6/30. Highest close in recent year. That certainly says a short squeeze did not drive the pps. At very least anyone covering was getting sold to by a new short and then some. Also, days to cover has dropped significantly due to there being 8 straight days of 100k plus volume. Days to cover will start to rise again as volume has receded a bit.

    pps sitting right on the 20 dma of 37.08 and the 50 dma is rising quickly behind it... 31.54

    I like the pull back into the earnings call. Tempers expectations a bit...

    The update on Q2 should be very interesting as publicly it has been very busy with Walmart and Shazam; plus Bruce called out a few new bar code scanner vendors as adopting. Usually have to listen to his monologue a few times to pull out all the factoids.

    My hope is analysts don't focus all the attention on breaking down 100k of revenue here and there but instead focus on relationships company is forging with Walmart and others. Things like Bruce has mentioned most of top 10 retailers are at least talking to Digimarc. 3 months later... how would he characterize progress against those.. Have any of those significantly progressed or not engaged... while providing input on sentiment and any impedance (perhaps getting scanners to adopt quicker for example)... That's obviously what is key... not a 50k bump in guardian licenses or 50k drop in central banks revenue.

    glta

    value

    Sentiment: Buy

  • Reply to

    DMRC = HUGE BUBBLE! Target $ 10

    by figoxcereshort Aug 8, 2015 4:13 AM
    valueinvestor411 valueinvestor411 Aug 8, 2015 10:21 AM Flag

    on behalf of everyone on the board, please liquidate all your other investments and short as much as you can to take advantage of your prediction.

    plz plz plz plz plz plz.

    thanks in advance

    value

    Sentiment: Buy

  • Here was my last comment:

    sooth:

    take the other side... you came to a board with a newly created id and said dmrc is going to the 20s.

    Without any deeper analysis than the market conditions warrant it.

    Why would anyone take that as sage advice without any substantive analysis to back up the prediction?

    People who are invested here (most) will be her if it goes to 20s or 40s. You likely will disappear as quickly as your id was created if your prediction is wrong

    Sentiment: Buy

  • Reply to

    DMRC underperforming the market now.

    by soothsayer15 Aug 21, 2015 8:53 AM
    valueinvestor411 valueinvestor411 Aug 21, 2015 12:09 PM Flag

    wait, now its outperforming... wait... now its underperforming... wait wait.....

    i'm glad this poster took time to create a new yahoo id just to provide us this critical piece of analysis.

    Sentiment: Buy

  • Reply to

    Google Streetsweeper org!

    by sleff30 Jun 3, 2015 4:34 PM
    valueinvestor411 valueinvestor411 Jun 3, 2015 6:57 PM Flag

    ken: there was an article today on dmrc by a disclosed short seller of the stock (on seeking alpha by thestreetsweeper)

    The owner of that site (streetsweeper) is not the most reputable individual.

    The article mentions NOTHING about the products the company has invested in these past several years. The reason why anyone would likely invest -- The barcode solution and the discover platform. (technology being leveraged by Shazam)

    Instead it talks about the trailing financials and Bruce's trickle sells. There are some very good responses to the article already. The author has not commented on any of them. Surprise surprise.

    Sentiment: Buy

  • Reply to

    The classic question

    by ken_maccormac Jun 3, 2015 6:12 PM
    valueinvestor411 valueinvestor411 Jun 3, 2015 7:01 PM Flag

    and yahoo handle created..... today

  • Reply to

    new partner

    by sleestack76 Jun 2, 2015 9:12 AM
    valueinvestor411 valueinvestor411 Jun 2, 2015 7:37 PM Flag

    From the PR:

    "Without requiring any visible packaging redesign, IT reconfiguration, or more complex business processes, our retail customers can reduce checkout line wait time, enhance consumer engagement, and lay a foundation for numerous other business improvements, based on the Digimarc Barcode. We are pleased to facilitate the industry transition to this transformative technology."

    That is a great way to describe it.

    glta

    value

    Sentiment: Buy

  • Reply to

    Google Streetsweeper org!

    by sleff30 Jun 3, 2015 4:34 PM
    valueinvestor411 valueinvestor411 Jun 3, 2015 7:01 PM Flag

    ken: upon review, kind of agree with mrs on this one... you likely didn't buy at the absolute top and you just created your yahoo handle today.

    Me thinks you are fibbing as well.

    Sentiment: Buy

  • Reply to

    The Walmart Deal

    by ken_maccormac Jun 3, 2015 9:55 PM
    valueinvestor411 valueinvestor411 Jun 3, 2015 10:16 PM Flag

    wow. Sounds like you have a great source.

    We know Walmart has publicly disclosed the use of dmrc technology in a pilot study in circulars. We know that DMRC is attending the Univ of Arkansas Walton school of business conference next week so think there's a connection.

    But you have a friend who was hearing 'rumblings'. perhaps you could share a few more details about those 'rumblings'.

    thx in advance!

  • Reply to

    Shorts Better Run

    by hombredecabesa Jun 4, 2015 10:10 PM
    valueinvestor411 valueinvestor411 Jun 4, 2015 10:43 PM Flag

    unbelievable... alias created today.... just like the one yesterday...

    why are you here? tell us what you know about Digimarc

  • valueinvestor411 valueinvestor411 Jun 5, 2015 11:35 AM Flag

    maybe we missed the memo and streetSweeper is going to publish a short sale initiative over, moving to the long side :)

    Sentiment: Buy

  • Reply to

    Recent DMRC Events

    by ken_maccormac Jun 6, 2015 4:35 PM
    valueinvestor411 valueinvestor411 Jun 6, 2015 11:12 PM Flag

    ken: i thought you were antsy, now we clowns finally figured it out? Profits maximized when DMRC announces that Walmart is implementing? i think you know more that we clowns do. Do tell more about this friend that had you risk buying 20 shares. You still sound antsy to me

    Sentiment: Buy

  • Reply to

    bought the private label wavy chips

    by valueinvestor411 Jun 15, 2015 10:55 PM
    valueinvestor411 valueinvestor411 Jun 16, 2015 12:52 PM Flag

    the main value driver is full package enablement for efficiency. That is all tied to 'barcode'. So the side-effect of getting the barcode customer engagement side ready before the packaging has made it through supply chain is what I experienced with the bag of chips. That is ready now.

    But that's not the main value driver (of course). And honestly, the bent packaging was a little bit quirky when i did the checkout. Full package enablement makes the scanning process painless too.

    Things don't necessarily happen in order... so the customer engagement element can be layered in parallel to the package enablement. Ultimately you want em to come together...

    Sentiment: Buy

CELG
118.08-5.96(-4.80%)Aug 31 4:00 PMEDT