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Dole Food Company, Inc Common S Message Board

zoomlik 153 posts  |  Last Activity: 7 hours ago Member since: Nov 25, 1999
  • Reply to

    i started accumulating Friday .. My logic

    by zoomlik Jul 25, 2015 3:09 PM
    zoomlik zoomlik Jul 26, 2015 10:12 PM Flag

    edasgm

    i think you do not understand the cashless for warrant B. In very simple terms, it says, holders will get the following number of shares if stock price falls below 74 cents

    30M (2/p -1) where p is share price

    so, if share price is 20 cents, then they get 30M (2/.2 -1) = 270M shares

    But, the catch is if you are the warrant holder, what price do you want to exercise .. it is a bit of chess game .. if price drops low (to say 20 cents it is now), you may convert, but you will not sell here as you think share price is worth a lot more than 20 cents ... I think this is what you have been seeing in the past week. Selling has subsided, but not necessarily the conversion ... The warrant holders are converting before price keeps trending up ... If a good news hits, price could pop to 40 cents and the numbers shares they can get drop from 270M to 30M (2/.4 - 1) = 120M .. a big drop

    Chart is very telling here

  • Reply to

    i started accumulating Friday .. My logic

    by zoomlik Jul 25, 2015 3:09 PM
    zoomlik zoomlik Jul 25, 2015 4:10 PM Flag

    /don't know answer to your question .. my understanding is B warrants are the problem .. I am basing my purchase on

    1- 350M OS
    2- selling volume decreasing even though price decreaseing (suggesting Warrant B pressure is decreasing)
    3- RSI getting better with price decreasing

  • selling is due to alter cash less .. so, naturally selling brings down price, which further increases shares on market .. this is inherently unstable and the selfish and stupid management should have put at a floor

    Having said that, it also creates amazing opportunities .. over past few days, volume has stayed flat and yet price has gone down from 30 cents to 20 cents .. suggesting the selling pressure is subsiding

    The demand from buyer is now balancing the remaining sellers and once the price starts moving up, it could quickly double to 40 cents

    Uncertainty on how many shares are out there is something investors do not like .. But, this will get clarified at the next CC .. Even at 350M shares outstanding .. this is valued $70M (with $40M cash) which is very cheap given 2 phase 3 and commercial opportunity of two product sales.

  • Reply to

    For the few that read this board, annual meeting

    by zoomlik Jul 22, 2015 9:18 PM
    zoomlik zoomlik Jul 24, 2015 9:49 PM Flag

    let us know if you find anything interesting ... This company has had a rough past, but i think the IPO money and the platform and rapid tests they have developed should start paying dividends soon

  • zoomlik zoomlik Jul 24, 2015 9:39 PM Flag

    Goran .. i had not paid much attention to that one ... Good point. IT off the PLUSS platform they got approved a few years back ... This the platform that Konica Minolta chose for the heart attack test ... They are applying to a host of their rapid tests ...

    Don't think there will be much action till after Q2 and more likely after Q3 .. but with stocks you never know ..

  • Reply to

    For the few that read this board, annual meeting

    by zoomlik Jul 22, 2015 9:18 PM
    zoomlik zoomlik Jul 23, 2015 3:16 PM Flag

    I got two likes .. so guess there is another one .. LoL

    I bought s&p puts for august as i expect a drop in overall market .. AKER is in a good place to be as I think it is in strong hands .. buyers should come in once they see what I think is developing here .. i.e. positive cash flow and low market cap

  • is early august (i think option will be granted then to management) .. late august, we should hear Q2 and more important on Hep US, EU and china sales and outlook on Gov. Also we should hear timeline on diabetics breath test and any progress on the Oxichek and Ketochek and update on 36S sales of rapid test in Australia

    did i miss any?

  • that EMC, IBM and Pure bid on .. Vmem was focusing mostly on the high end niche market .. Now, the bid pipeline should expand significantly

    As for decision makers, they care about
    1- Total cost
    2- Performance
    3- service/support
    4- Warranty (and knowing the company will be in biz for another 10 years)
    5- Reliablity

    7000 series is new on market and so will rank low in #5.
    Also their viability is in question so rank low in #4

    Naturally if a deep pocket player buys hem, they will resolve item 4 and partly make #5 less important.

    Having said that, they already said they won 4 new F1000 customers. Their bid pipeline should soon explode and given their product is as good if not better in items #1 and #2 versus EMC an Pure they stand a good chance to get some action on top of what they used to get. Also, they have their existing customer base which they stand best chance of migrating to all flash.

    The issue of SSD versus VIMM is more of a long term issue but decision makers will choose winner based on 5 factors above

  • zoomlik zoomlik Jul 22, 2015 10:16 AM Flag

    Buypout .. maybe after Q2 or Q3 results ?

    Through January 31, 2015, we had 140 sales and marketing employees worldwide as well as over 100 channel partners in over 30 countries

    How big is Pure sales force?

  • I would say, it is too early to tell

    They did win 4 fortune 1000 customers in Q1. So, if transition of fortune 1000 customers occurs over next 4 to 5 years (i.e. 200 fortune migrate to some sort of all flash storage per year) .. vmem got about 2% (4 wins divided by 200) in the past quarter

    That is not too bad, given the product is new and shows there are merits these 4 chose this new product over some competition (probably EMC and Pure were probably in the short list)

    given the product just launched, it would be fair to assume that for now, they will be able to at least capture 2% a quarter or 8% a year of market going forward .. There will be upside if they do gain momentum, but we don't know the level and so lets not factor that now

    So, question is market size .. for 2016 and 2017 (where FSP should still dominate) ,, market size is projected at about $2B to $3B and so Vmem share could be around $160M to $240M ,,

  • A near $300M quarter, with doubled Q/Q bookings. Q3’14 was fantastic at approximately $150 million. Then we doubled it again in Q4!

    And Vmem did $7M product revenue in Q1

    And they say Vmem product is better !!!

    Answer is sell the company to one that can sell

  • Reply to

    A buy here?

    by zoomlik Jul 20, 2015 5:20 PM
    zoomlik zoomlik Jul 21, 2015 9:24 PM Flag

    Thanks .. How does it compare on price and performance ... FSP series versus the latest from pure storage, EMC, IBM and HP

  • Reply to

    A buy here?

    by zoomlik Jul 20, 2015 5:20 PM
    zoomlik zoomlik Jul 20, 2015 9:53 PM Flag

    Anyone can confirm if this info posted on SA .. is in fact correct

    Violin has a huge technological lead with its low cost, ground up, all flash solution. There is at least a year's worth of lead time, huge in the tech world. Only two competitors have ground up flash, TMS, which is where Violin was around a year ago without any software, and Skyera, which is way too far behind to ever catch up. Pure Storage and XtremIO have SSD based architecture as mentioned before, which will have to be rebuilt, resulting in a year or two process time. EMC has a great sales team but bad research capabilities, and may never get to its ground up flash architecture.

  • Reply to

    A buy here?

    by zoomlik Jul 20, 2015 5:20 PM
    zoomlik zoomlik Jul 20, 2015 9:47 PM Flag

    Gartner thinks the all-flash array market will expand at a 37 per cent compound annual growth rate, embiggening from $1.43bn in 2014 to about $7bn by 2019.

  • zoomlik by zoomlik Jul 20, 2015 5:20 PM Flag

    gross margins of 60% .. says cash breakeven at about $40M quarterly

    So, if they now have the best product on the market with one of the lowest costs for a very large market in billions $ .. with recurring portion . no longer hiting a niche market

    thoughts

  • Good reference for present clinical practice for HIT
    I hope I can post it via yahoo ..

    remember to replace DOT with

    wwwDOThematologyDOTorg/Clinicians/Guidelines-Quality/Quick-Ref/529DOTaspx

  • anyone knows if true2life uses pixelworks chip?

  • Reply to

    Best Buy - Asus

    by robunn Jul 14, 2015 9:20 PM
    zoomlik zoomlik Jul 15, 2015 12:15 AM Flag

    also looks like all the 10 inch use the pixie chip ... go to asus site for best info

  • Reply to

    Best Buy - Asus

    by robunn Jul 14, 2015 9:20 PM
    zoomlik zoomlik Jul 14, 2015 11:57 PM Flag

    i think you are right ... asus has confused the hell out of its zenpad 8 models ..

    The one with 2 megapixels front facing camera does not have the pixelworks tech (this is the one bestbuy sells now)

    The one with 5 megapixels front facing camera has the pixelworks tech

  • approved in Europe as compared to existing urine tests?