And why do you call me a dipschitt for posting honest perspective?
If you were a wise investor, one would think you would listen to ALL information that affects your investment, no?
Airlines stocks are all down 2-3% today. You would think GOGO would be affected, but maybe a delayed response. I sold out of my long position because I don't like the implications of Muslims taking down a US commercial airliner next.
Elon Muskrat's CNBC interview today was very revealing.
CNBC gal interrupts him when he's gushing about how big his... (um, factory) will be... --- "SO DO YOU THINK THE STOCK IS OVERVALUED?"
MUSKRAT: "I don't even know what the value is right now..." [Gosh I'm sooo humble and never count my money]...
MUSKRAT: "It's probably not too crazy." [In other words TSLA shares normally are usually near CRAZY VALUATION... but "not too crazy"]
MUSKRAT: "There's certainly a lot of optimism in the stock price so we need to execute in order to justify the stock price." "I'm feeling like we PROBABLY will..." [Muskrat frequently uses the legal weasel-word "probably"].
ANALYSIS: It's clear the Muskrat thinks this Ponzi Scheme is overvalued, but he dances around the truth in the interview.
I think when the news flow ebbs (like now), the stock will go down and all the sycophants at the Sheepholder's Meeting today will be upset.
Brilliant expose of the Muskrat! Thank you!
It'll play out just like that... And of course the "victims" of the Ponzi scheme (the Musk Fanboi sheep shareholders) will be blaming Fracking & Big Oil for their losses, not the Muskrat.
This company is running on exhaust fumes. I have to laugh at Muskrat's feigned modesty at the Sheepholder's meeting. He's run a Ponzi scheme on all of his sycophants in the room and they don't realize it yet. And not to mention the "crony capitalism" (socialist credits subsidized by other poor taxpayers) that has helped entice people to by Muskrat's battery chariots.
From May 7 CBS:
PALO ALTO (AP) — California is back in the running for a massive battery plant that electric car maker Tesla Motors plans to start building this year, but CEO Elon Musk said the state remains in the “improbable” category for winning the plant because of the time it will take to win regulatory approval.
Musk said Wednesday that the company plans to break ground on one of two locations as early as next month for the plant that has been the subject of furious competition from four other Southwestern states. A second site will follow a month or two later.
OK, so LESS THAN 4 weeks ago (May 7), The Muskrat was saying they would break ground on their Gigafactory IN JUNE....
NOW the pumper is saying it will be at the end of the year!!!! #$%$? THAT'S a 6 MONTH DELAY!
This is UNACCEPTABLE. What has changed in the past 4 weeks or was Musk lying?
He said this at the Annual Sheepholders meeting...
This could end badly for TSLA Sheepholders.
All the sheeple awaiting for big announcements at the Annual Shareholder's meeting, will be disappointed.
Short term pullback ahead.
Simplistic analysis by another max pain conspiracy noob. You didn't look at the OPEN INTEREST did you?
Max Pain analysis is useless when there's not enough contracts at each strike to make it worthwhile to "manipulate" share lower. Such is the case with FEYE. Review the open interest of Calls/Puts around the $62 strike and multiply by 100 (100 shares per contract) for the call & put sides and tell me how many shares that represents.
Clearly not enough shares at stake to warrant spending money to move the Friday closing price to $62, especially with a stock that trades 3M shares a day.
Next, ask yourself if you know the breakdown of who controls those relatively few puts/calls and what their agenda is. The answer is the calls/puts were probably bought long or sold as covered calls by multiple parties who probably aren't "conspiring" to spend money to move the Friday closing price to $62.
And, If it does end near $62, that doesn't prove you were right.
Do you have any other questions I can school you on?
I'm an options trader.
Looks like that irritating little short pumper, Agxxz, has gotten rather quiet. $60, $55, $45 is getting farther away as the stock begins its post-lockup selloff rally.
Except the fact that FEYE is rallying now that Quarter-end window-dressing is not an issue.
Additionally, FEYE releases earnings in MAY not April as you claim. They haven't announced a date yet, but it was Nov 7th for Sept qtr and Feb 11th for Dec qtr.
Just when you think you've got the markets figured out, it does something else... Don't be so sure there is so much concern about late May unlocked shares in the near term:
1. Earnings is out at the end of May. That's 2 months away. Market players don't focus on lockups this far ahead. Consider that a few weeks before FEYE's lockup expire on 3/19, the stock rallied to $97. So you might be surprised to see this rally considerably before any more shares are unlocked.
2. The unlocked shares will have a higher cost basis than the $20 IPO shares did. So the incentive to take profits is less at $61/share than you would think.
It's hard for guys like you to provide any responses of substance, isn't it?
You've had a tailwind for your short position, but don't get overconfident. Market's have a way of nailng overconfident traders who are just so sure a stock is going to continue up/down, simply because it has been going that direction.
FEYE hasn't bounced to a large degree in recent days because Institutions probably don't want to show FEYE in their 3/31/14 portfolio statements.
Tomorrow will be a different day and a different quarter's portfolio for institutions.
Shorts may be caught by surprise during the next few days as institutional investors move back into FEYE for three reasons:
- IPO lockup share selling of the 14.7M shares is pretty much done.
- new money to deploy at the beginning of the month
- new quarter for institutional investors (they don't have to worry about showing FEYE on their portfolio because last quarter is over and FEYE was a losing stock during that quarter).
Just as they moved FEYE down in the March quarter, they'll move FEYE in the other direction as quickly as it went down.
Now that lockup selling is mostly behind us, expect analysts to trot out their upgrades this week.
It's so predictable.
Analyst Daniel Ives reiterated his Outperform rating on the stock while raising his target price by $15, to $105. Ives writes that his first-quarter checks have been positive, demonstrating that “the combination of FireEye and Mandiant under one roof is making headway in taking significant share as an end-to-end, next-generation security software vendor.”
Ives believes that FireEye’s fiscal 2014 outlook is conservative, given the growth in the industry and its likely continued market share gains—at the expense of more traditional names like McAfee, Juniper Networks (JNPR) and Symantec (SYMC). He calls FireEye’s product portfolio “one of the most powerful next-generation defense platforms in the industry,” and that more detail about the company’s secondary offering have allayed some of investors’ fears about the move. “Overall, we continue to believe FireEye’s seasoned management team (e.g., DeWalt), solid product cycle, and differentiated technology leave it well positioned to rapidly gain share, driving 40%-plus year-over-year growth and further multiple expansion as this growth story plays out over the next 12 to 18 months.”
..Capitalizing on a massive market opportunity. We are hearing from our checks that FireEye has solid growth opportunities in the field with its massively expanded addressable market (representing between a $30B-$40B TAM, in our view) given a broad array of upsell/cross-sell opportunities with Mandiant, as well as the company’s new IPS offering that we think opens up another area of growth. We believe cash raised through FireEye’s upcoming secondary offering (5.6M shares offered by the company and 8.4M offered by selling shareholders) will help accelerate additional sales capacity with Mandiant, product development, and FireEye’s international presence, a positive dynamic we believe should lead to an expanded product/geographic footprint.
Solid secular trends. Our checks continue to indicate that traditional firewall protection is becoming less relevant and that IT managers are demanding more sophisticated security solutions. We believe FireEye’s virtual machine-based security software, coupled with Mandiant’s incident response management, are only in the first few innings of a long secular trend toward more sophisticated security targeting APT/zero-day threats and analyzing cyber attacks. That said, we believe FireEye’s strong end-to-end next generation offering will help it pave the way to hit the $1B-plus revenue mark over the coming years.
Hey, you greenie/lefties are the most intolerant of all people, especially if someone has a good idea that isn't part of your cultural milieu. Grow up.