It may be worth noting that in the last 2 days, there have been no block trades of 50k or more shares, save for the first two minutes of market opening on Monday AM (98k shares). The next highest 2-minute volume is under 30k shares.
Juxtapose this with activity last week: several block trades over 50k and multiple one over 200k. IMO, heavy shakeout was to be expected, and it looks like that's what we've seen. Don't think this bodes good or bad for earnings, just some volatility (with a downgrade mixed in).
A belated thank you for sharing a synopsis of your methodology with us -- it sounds like a 9-5 to keep up with the data!
I've been keen on NVDQ for 1 year and I don't think it's beat in earnings and revenue both yet (pls correct if this is wrong)... With a revenue that sounds from your estimates like it could top 15mil Q3, gross inc at well over 10m in that case, and positive eps.... the market will surely reward us, but in what range would you estimate given your findings?
This would be a great surprise indeed. What leads you to the 164*.8 estimation for Firefly?
Also...I am remembering the interim Pillar results from April, which led to the 20+% bump. The estimated release date was oct/nov for final results...any indication of when the results will come or what the study's results could do to pricing above and beyond sales figures?
I'm a newcomer to NVDQ, and like what I see from it..... I would enjoy thoughts from you folks who have put more time into grading this gem.
Most basic is....What is holding it back? Seems to be worth well over current prices. The applications of SPY, LUNA, FIREFLY are numerous, and the benefits can't be matched by other technology in this arena....On the opposite side: given the recent cash infusion of 50 Million, might we get a far better buying op after earnings, as proportional increases in spending will be far, far above revenues reaped?