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Abu Bakr Hussain  

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  • Canadian minister: government keeping a "close eye" on BlackBerry [View news story]
    That would be a pretty absurd move by Microsoft. Blackberry's most likely buyer is a relatively unknown company, either a PE firm, or a growing Asian OEM, be it based in India, China or even Indonesia.
    Aug 22, 2013. 10:30 AM | 1 Like Like |Link to Comment
  • 65K BlackBerry World apps come from two developers [View news story]
    I just counted. I have 94 apps on my Nokia (excluding Nokia specific apps). I could probably delete about 15 of those no problem. I would love another 15 or so apps which are available on Android.
    More apps let us do more things. Where WP fails is not in "core" apps, but in niche apps. For example, it is common these days for specific stores to have their own apps, typically they are on iOS first, than Android. Name a railway company anywhere in the world (for example), chances are it has an app, chances are its not a WP app.
    The problem though for Blackberry is, it doesn't even have the core apps.
    Blackberry had a great chance and it does me no pleasure in seeing a company fail. But Blackberry has failed. Time to move on.
    Aug 22, 2013. 08:08 AM | 2 Likes Like |Link to Comment
  • Hidden Benefits From The ChipMOS Restructuring Plan [View article]
    Excellent article as always Jaret. I'm surprised it didn't get an Editor's Pick, but let me assure you, this is very much "Alpha" type stuff, thank you!
    I have a quick question for Jaret or any informed investor. If "IMOS" shares cease to exist and become Chipmos ADRs, what happens to our shares exactly? Do they convert automatically or are we going to find one day our shares have been liquidated and turned into cash?
    Aug 20, 2013. 01:32 PM | 2 Likes Like |Link to Comment
  • A Tablet? Really Nokia? [View article]
    Good point Delphinus and I agree -

    "Nokia knows all the circumstances referred to in the article and has made an informed decision."

    Nokia has changed a lot over the last few years, i think the current top management are very aware of the risks and potential opportunities.
    Aug 20, 2013. 01:17 PM | 1 Like Like |Link to Comment
  • A Tablet? Really Nokia? [View article]
    I am sure there is a bearish thesis to be made on Nokia's tablet project. If one parses this article and removes the discussion of specifications and Nokia's share price, in the middle is a kernel along the lines of "some tablets have failed". Correct, they have.
    However, Nokia does not need to manufacture 4 million tablets and write them off after 3-4 months. Those incidences were full of corporate hubris on the side of Microsoft, Motorola and Blackberry. If we actually go with recent Nokia history, it is much more probable that a very small supply will be created which will sell out its stock. How many tablets will this be? Who knows? But it would astound me if Nokia had more than 100k tablets available at launch. (probably closer to 50-60k).
    There are several reasons why Nokia would launch such a tablet, not least of all it serves as a decent test bed for Nokia to learn how to operate in the tablet market. it will also properly round out its portfolio of products. With over a billion people on the planet using Nokia phones as we speak, there is a market out there for a tablet offering. Will this be Nokia's saviour? Of course not. But, it will let Nokia keep on moving forward.
    Don't worry, Nokia is an extremely cash constrained company, they will manage their supply very carefully and clear their stock.
    Aug 19, 2013. 09:50 AM | 8 Likes Like |Link to Comment
  • ImmunoCellular Stagnates With Trial Read-Out Still Months Away [View article]
    P Man - What is the PII study is successful but IMUC cannot immediately bring ICT-107 to market with further studies required? What would you estimate price then?
    Aug 17, 2013. 10:55 AM | Likes Like |Link to Comment
  • NTSB says UPS cargo plane that crashed in Alabama was possibly desending too rapidly [View news story]
    When I was studying risk management, I came across a brilliant quote.
    "Saying human error is like saying gravity caused a fall". It's true, but there are always deeper reasons. There are always lessons to be learnt and ways to prevent future tragedies.
    Aug 17, 2013. 03:25 AM | 1 Like Like |Link to Comment
  • MannKind's Latest Data [View article]
    He did not get paid $500. That is only for Alpha-rich articles.
    Aug 15, 2013. 05:10 PM | Likes Like |Link to Comment
  • Promising Opportunities With Major Customers For ChipMOS [View article]
    Wizard something struck me today. In 2-3 years time, this company could be clearing $200m in earnings p.a. very very easily. Which would give it a P/E of 2.5 at today's prices... now who knows where this stock will go in the extreme short term, but that fact has been playing on my mind today. I think Jaret and VI are being quite conservative in their valuations (which is fair enough), but this stock has the potential to be a decent runner over the next 2 years. A very decent runner.
    Aug 14, 2013. 05:11 PM | 3 Likes Like |Link to Comment
  • Tesla Shares Soar With Search Interest [View article]
    The most useful graph you have there is for "TSLA". Nikola Tesla is one of the most famous scientists to have lived in recent history and a national hero in Serbia. Furthermore, he has developed a cult popularity amongst Sci-Fi aficionados and is often referenced in Steam-punk works or derivatives there-of such as "The Prestige". It is therefore not coincidental that Tesla motors is named after Tesla.. and it is ironic that you consider him to have "lost relevance".
    __
    Regarding the "Tesla Model S", that 100 figure is meaningless. it only measures relative popularity. It is like saying "iPhone 5S" is at all times highs in popularity in 2 months time. Well yes, that would be expected.
    I think it would however be very interesting to chart the correlation between "TSLA" and the company's SP. Clearly it is driven by an exuberant retail investor base who are pumping up the stock. other associated key words (which need to be found), may predict the crash in due time also. However, they would probably be only found post-crash which would make their utility useless.
    Aug 14, 2013. 04:08 PM | 2 Likes Like |Link to Comment
  • Apple's 5C Coming: BlackBerry Better Hurry [View article]
    rocback - Point of clarification - Samsung Electronics quarterly profits now exceed Apple's.
    Aug 13, 2013. 01:50 PM | 1 Like Like |Link to Comment
  • Apple's 5C Coming: BlackBerry Better Hurry [View article]
    Great article as always Chandan, I felt I had to comment as my office is right next to the main Jaguar factory
    http://bit.ly/13WdnUY (my office on the right, factory on the left, rainbow in the middle denoting Jaguar's resurgence or maybe just the fact it's raining in Britain as always) -

    My perception of the X-type is that it was definitely just considered to be a rebadged Ford Mondeo. That would not have been an insurmountable problem however. The problem really was Jaguar were not creating a strong brand image for themselves. At one point not too long ago, we just had the X-type (a rebadged mondeo), the S-type (a retro looking saloon) and the XJ based on 1980s design. That fusty image almost led to the closure of the jaguar brand which was thankfully saved by Tata Motors.

    Tata succeeded because they helped enable the company to push through with a strong pure brand image. The new Jaguars I see racing out of the factory onto the car park are driven with swagger by their drivers. The old Jaguar is gone, the new Jaguars look modern and dare I say it, sexy. Something which the X-type did not have, that car screams uncool.

    So what does the X-type have to do with the iPhone 5C? To be honest, i'm not sure. I think the 5C is designed to replace the 4S. Remember that Apple have 3 phones on sale at any one time, at present this is the 4/4S/5. Typically the range would have become 4S/5/5S. But to save themselves having to manufacture a 3.5" screened 4S with an old charging system, they're switching to a 5C. Not only that but it gives them a useful new marketing angle Instead of consumers buying the cheapest iphone because they could not afford the second cheapest, the cheapest iphone now gets its own marketing, its own reviews, its own attention and becomes a phone to be owned in its own right.

    So yes, I think you're right, the 5C is like a Porsche Boxster..
    But for those versed in Nokia, does the company have its own 5C/Boxster? I'm not so sure... this could very well be a potential threat to Nokia, but I do not think so just yet. Nokia has plenty of room left to grow with its existing line-up of phones and its planned target markets... but if Nokia is successful in a couple of years, i can very well see it taking on the 5C-type phone and challenging Apple in yet another sphere.
    Aug 13, 2013. 01:09 PM | 3 Likes Like |Link to Comment
  • ImmunoCellular Stagnates With Trial Read-Out Still Months Away [View article]
    Yes - and why would the share price "stagnate" - the closer we get to the results, the closer we are to reaching a binary event.. the share price will appreciate in the next 6 months. Sure traders might run around looking for 5% gains in 6 hours, but investors i think would be quite happy to sit on an appreciating asset over the next half year.
    Aug 12, 2013. 04:45 PM | 8 Likes Like |Link to Comment
  • Senesco's Extreme Undervaluation Provides Multi-Bagger Opportunity [View article]
    Thanks for your detailed comments CM - it has certainly alleviated some of my concerns. The initial findings certainly appeared to be very impressive. I agree, the company looks undervalued. The problem though is the impending dilution. As you can appreciate, 75% is quite significant. (but a known figure gives us something to play with so that's fine). But i don't know the intricacies of equity investments (what their regulations are etc.). See, an 80% dilution, a 90% or even a 95% dilution all dramatically affect the desirability of investing in the stock as of right now. Your thesis, the author's and the board's are all correct. A reverse split of shares, relisting on NASDAQ etc all add credibility to the company and will in all likelihood cause a share price appreciation in themselves and that's great.. but what about someone who invests now? that's the trick, and it all boils down to dilution levels (if someone likes the science).
    Anyway, thanks once again for your very informed and considered comments.
    Aug 12, 2013. 04:42 PM | 1 Like Like |Link to Comment
  • BlackBerry evaluating strategic alternatives [View news story]
    Looks like they'll begin actively courting potential buyers then
    Aug 12, 2013. 08:11 AM | 3 Likes Like |Link to Comment
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