here is why
1- They booked $11M till June 2nd. $5M of that was push out from Q1
2- August typically makes up 70% of sales
1 and 2 -- Q2 revenue about $35M and operate cash break even
-- price above $5 in 3 months
a 5 to 1 Reverse split is like changing Five, $1 bills, with a single $5 bill ...
this will be huge and the game alone will be bought by 1 to 2 million in 2015 ... hard to say % that will buy hardware .. but if you go with 20% .. MCZ will book about $150M to $200M In just one quarter with gross profits of $30M to $40M in jus one quarter (market cap is now about $30M)
I am wondering if someone with deep pockets will take out MCZ before this.
Also,1H 2015 will be worse than expected (due to unanticipated rapid EU decline) and also new product delays to accommodate for RB4 launch
Richard Miller, senior vice president, technology at Pixelworks, told EE Times that
Pixelworks' mobile display processor has already been designed into a host of mobile products ranging from Ultrabooks with a 13-inch display to tablets and 5-inch screen smartphones.
if anyone attended ..
i have long positions in IPCI, TKAI, AKER and MCZ. TKAI is probably the most speculative
loss is going to be much higher ... 1 H 2015 will look terrible ,, but Euro is ready for a bounce
2H 2015 will be very very good ... i think pps will be above 80 cents in november
5mg is highly visible now and many eyes on it. So, your theory of " It wouldn't surprise me if they have friends at the FDA and things just sorta happen or don't happen if you know what I mean" is quite unlikely.
something else going on
25 to 50 patients to meet fda for bio-equiv ... 6 to 12 months and another 5 months for FDA decision (since it is fast tracked) .. So, 2017 on market is a reasonable possibility ..
if you are going to LA event, let us know the level of interest ...
this article came out 12 hours ago
Why 'Rock Band 4' got the gang back together
and has over 170 comments . interest is high ..
how about led zepplin on RB4
I have read that Rexista is best in class .. also $1B is about $50 per share ad that their delivery system is a platform applicable to other drugs .. also for ANDA filed in 2010, it is now 4 years away which means we should hear something .. I am curious what is holding the 5mg? any thoughts
some are waiting to buy when the gap in 39 cents is going close .. some are waiting for q4 results and guidance for q1 which should also be terrible
doubt many sellers here ..
this is october play, but you never know .. could be later today when it shoots up
bought some at 5.6 .. good luck
fun should start in sept/oct .. but you never know ... my guess we will see a terrible 1H 2015 results which buyers are waiting to get in on this news...
this is like a beta release .. good to know MCZ has some hardware ready by middle of June! ...
wait pre-orders to see if early demand is good or bust .. imho, 1H 2015 earnings will deeply disappoint due to rapid euro decline, but late 2015 will bring in much higher prices
I bought my shares just after the secondary. So, I am not listening to my own advice.
But the Feb guidance did not include the rapid drop in euro that got terrible in March ... So, there id going to be disappointment after earnings (maybe loss of $1,5 to $2M) .. So, I expect a sell off, but a quick jump back in price within a couple of days or weeks
The Rock band 4 is getting great vibes and I am projecting 25 cents eps for the oct/nov/dec quarter .. time will tell