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Andreas Hopf

 
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  • BlackBerry: Some Hardware Strategy Insights [View article]
    You should have read the Globe and Mail article in November 2013 http://bit.ly/1z9ZwIg or http://bit.ly/1qWkjYX
    Oct 1 03:01 PM | Likes Like |Link to Comment
  • BlackBerry's Collapsing Ecosystem [View article]
    You should have read the Globe and Mail article in November 2013 http://bit.ly/1z9ZwIg or http://bit.ly/1qWkjYX
    Oct 1 02:59 PM | 2 Likes Like |Link to Comment
  • Is Now The Time To Buy 3D Systems? [View article]
    I believe that buying puts on DDD, ONVO, SSYS, VJET, XONE can still be profitable from here. Even if the market crash is not here yet, these hype/bubble stocks will simply collapse further under their own weight, like a burnt-out star.

    As a retail investor, short selling the stocks outright, especially on margin, is too much of a risk in my book.

    Let Gartner's annual Emergent Technologies Hype Cycle Curve chart be your guide. It always works http://gtnr.it/1qWi8V5
    Oct 1 02:52 PM | Likes Like |Link to Comment
  • Is Now The Time To Buy 3D Systems? [View article]
    "It seems like they've basically been rolling up overvalued 3D printing companies in loosely connected industries with no apparent synergy"

    You nailed it.

    Buying puts paid off so far. As suggested in my comments and articles from late 2013 and early 2014, we ain't seen nothin' yet.

    AMAVF, DDD, SSYS, VJET, XONE and their ilk still have much room to collapse towards their fair value. The "little shop that is putting China out of business" has been shuttered and recently demolished. The revolution of global production has been cancelled.

    Line up at the ATM and scoop up puts. No PIN needed. The cash register just keeps ringing and ringing. Enjoy!

    ps: Where is our ill-informed chief pumper these days? I pray for his soul he has not lured too many retail investors into the abyss, pumping the sector when put selling and short selling was already to be done.
    Oct 1 01:47 PM | Likes Like |Link to Comment
  • 3D printing stocks hit hard amid market selloff [View news story]
    Very good. Buying puts paid off so far. As suggested in my comments and articles from late 2013 and early 2014, we ain't seen nothin' yet.

    AMAVF, DDD, SSYS, VJET, XONE and their ilk still have much room to collapse towards their fair value. Line up at the ATM and scoop up puts. No PIN needed. The cash register just keeps ringing. Enjoy!
    Oct 1 01:44 PM | Likes Like |Link to Comment
  • Yahoo's Post Alibaba Future [View article]
    Easiest to find out about corporate events is to visit the company website http://bit.ly/1E0ygzl ; )
    Oct 1 12:56 PM | Likes Like |Link to Comment
  • AMD Will Retain An Important Business - Part 2 [View article]
    Soon, you'll see $3 from well below. The stock is broken, as is the business it represents.
    Oct 1 11:52 AM | 1 Like Like |Link to Comment
  • BlackBerry's Collapsing Ecosystem [View article]
    Such a deal was not allowed last year. Besides, Lenovo's smartphone sales are going so well - why would they burden themselves with yesteryear design and technology, an incompatible niche OS?

    A Lenovo rumour induced spike is a good put buying opportunity, like last year, easy handsome profits to be made.
    Oct 1 11:51 AM | 1 Like Like |Link to Comment
  • BlackBerry: Some Hardware Strategy Insights [View article]
    No need to run. Lenovo was not allowed to buy BlackBerry last year and, besides, with rising sales figures on all fronts, why would Lenovo want to burden themselves with yesteryear technology and a secondary OS?
    Oct 1 11:47 AM | Likes Like |Link to Comment
  • BlackBerry's Collapsing Ecosystem [View article]
    I can't possibly answer that question, because I make money off RiM's/BlackBerry's ongoing failure since two years now. As you know, I like to see BlackBerry go either bankcrupt or be broken up and sold for scraps, since I see absolutely no value in any of its operations that warrants the current gross overvaluation, CEO after CEO massaging the media with no substance at all (see the last 11 quarterly reports). I also believe after over one year near dead money, Prem Watsa ponders his $1bn loan and how to extract value from decreptitude here, while most deep sea divers here will be left on the ocean floor, holding a heavy bag on top of it all.

    From a long perspective, I would think that still a buyout by another player would offer the highest yield to longs in order to be able to exit the stock, quite possibly propelling it to $15 or a bit higher on such occasion.
    Oct 1 09:03 AM | 2 Likes Like |Link to Comment
  • BlackBerry's Collapsing Ecosystem [View article]
    While being taken to the cleaners, a BBRY long would say (like in 2011, 2012, 2013 and now 2014): Give it some time... ; )
    Sep 30 06:52 PM | 2 Likes Like |Link to Comment
  • BlackBerry's Collapsing Ecosystem [View article]
    Don' worry. Prem Watsa will take BBRY longs to the cleaners.
    Sep 30 05:26 PM | 9 Likes Like |Link to Comment
  • BlackBerry: Some Hardware Strategy Insights [View article]
    Probably pentagonal to watch videos with triangular bars all around plus one trapezoidal bonus bar below? Maybe round like at Siemens under Thorsten Heins?

    John "Hot Air" Chen has just, in true Thorsten Heins 2.0 style, allowed BlackBerry's Ron Louks to move further into outlandish device territory http://bit.ly/1wVw2fN in order to burn more cash.

    Looking at today's Kantar ComTech figures the "We'll sell tens of millions..." is ever further out of reach. Just like the Z10, Q10, Z30, Q5 and Z3, the "sold out at Selfridges 2.0 & huge in South Africa" Passport will vanish without a trace.
    Sep 30 05:15 PM | Likes Like |Link to Comment
  • BlackBerry's Collapsing Ecosystem [View article]
    I don't care about ugly ducklings, whether in form of a Samsung, Apple, BlackBerry or Sony device. All I care about is making money of this decrepit business. That's all there is to it.
    Sep 30 04:06 PM | 3 Likes Like |Link to Comment
  • BlackBerry's Collapsing Ecosystem [View article]
    Cliff Hilton,

    you need to be more patient. John "Talking the Talk" Chen is a good pumper. Give the collapse some time. Meanwhile, buy puts at every pumped high and... enjoy some profits. Don't be so bitter. You deserve to make some cash.
    Sep 30 04:04 PM | 1 Like Like |Link to Comment
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