Michael Collins

Software, tech
Michael Collins
Software, tech
Contributor since: 2011
Company: Hartbridge Capital
Jan 25, 6:40 AM
Michael Collins
Verizon bid $8b on YHOO core assets http://nyp.st/1lG6fYk, UBS has $YHOO PT of $48 assuming $4B core sale... so now at $8b....
Jan 25, 6:38 AM
Michael Collins
VZ bid $8b on YHOO core assets http://nyp.st/1lG6fYk, UBS has $YHOO PT of $48 assuming $4B core sale... so now at $8b....
11/25/15
Michael Collins
$VRX & Ackman just checkmated by Bronte Capital. http://bit.ly/1P93mMQ. Has to be game over?
11/20/15
Michael Collins
$EROS Seeking Alpha pulls down Alpha Exposure's last artcle at $Eros. Very embarrassing for Seeking Alpha to have let this guy go so far.
9/18/14
Michael Collins
Yahoo Japan: Trade Against The Unwinding Of Alibaba Synthetic Notes $YAHOF http://seekingalpha.com/a/1horl
12/20/13
Michael Collins
$BBRY is running UP to $6.45 after announcing a bloodbath of writedowns.
looks like, at the moment, the market has no clue as to how to react. We'll see what happens by end of play
12/20/13
Guess, the market is interpreting the report as net neutral +/- 10 cents but 10% more favor to upside.
12/20/13
Michael Collins
$BBRY turns positive after announcing -$4.4 writedowns, You don't see that too often? It's a buy right here folks at $6.20.
12/20/13
Many people said a little over a year ago it would have been out of business by this time and look what happened LOL!
12/20/13
.....it would be foolish to continue this statement.
12/20/13
Michael Collins
$BBRY is a buy here. It didn't collapse after Chen cleared skeletons(-$4.4) trending up, just below $6. Too many left shorts to cover.
12/20/13
There may be a relief rally to 7 bucks that should be sold into. The better pick is Apple on the pullback from the delayed CM deal.
Agreed. wrote an article about this 2 days ago but not out yet. Focus is on enterprise not consumers
11/20/13
Michael Collins
Prem Watsa has upped his holding in BBRY: Hamblin Watsa Investment Counsel Ltd 83,948,100 or 15.96% Nov-13, not convertible related.
Michael, I believe it is actually higher than that: Hamblin Watsa Investment Counsel Ltd. 101,854,700 as of Nov 13, 2013
you are correct. It has moved even higher.
9/4/13
Michael Collins
$BBRY $NOK Tiger Cubs get burned shorting Nokia http://bit.ly/15YtOAN
Nice to see you back Mr. Collins, have missed your comments/feedback/analysis
8/21/13
Michael Collins
$bbry shocking revelation looks 100% true?http://bit.ly/1d3EKT6
I don't think its a huge concern. yes not great, but I'm not to worried about it. Just submitted a $BBRY valuation article.
Cool. I'm.personally horrified There is no abyss where fraud pokes its head up. This is not the first from. Heins and co either.
7/3/13
Michael Collins
$BBRY Cramer says CEO Heins must go: http://bit.ly/17FZBWK
2 thumbs way up Infinity Group - a fitting response :)
$BBRY If Cramer says sell I will buy BBRY again. I am not a Cramer fan at all and, like Goldman Sachs, use him as contrary indicator.
6/25/13
Michael Collins
Modoff out with more channel checks! Hilarious ! He lost ALL credibility here: http://bit.ly/10IrEzH $BBRY doesn't move on his notes now!
... That most stores didn't get stock as supply chain moved from west coast to east coast and took a week!!!
6/26/13
TH needs to guide early...say Thursday AC
6/25/13
Michael Collins
$BBRY Can deutsche Bank's Modoff ever be taken seriously after this public flaying? http://seekingalpha.com/a/vcxp
6/25/13
Michael Collins
$BBRY BES10 server installs UP 50% in one month to 18,000 installs.
6/25/13
thanks Michael!
6/25/13
the key is what is the contribution of BES10 to rev. and bottle line. ultimately that will drive stock and short covering
6/24/13
Michael Collins
$BBRY Is running today because of the unwind of the great long Apple / Short BBRY trade?
6/24/13
Michael Collins
$BBRY Blair turning more positive, another bull in the making? http://bit.ly/12kISlX
"channel checks confirmed that BlackBerry faces serious long-term challenges" - how did they deduce that???
6/24/13
I guess they are trying to be politically correct...
6/17/13
Michael Collins
$BBRY Dutch Police arrest shorts. 30,000 Unite ordered: http://bit.ly/11T77vM
6/11/13
Michael Collins
$BBRY Some interesting data points reveal BB10 US sales trends: http://seekingalpha.com/p/15nki
6/12/13
JCL you did an honourable act, a true BB analyst.
yep kudos!!
5/31/13
Michael Collins
Wrong Link: http://bit.ly/13pbjSl Here are Supply chain checks.
5/31/13
Michael Collins
Bullish Channel Check from Asia, BBRY LCD screen demand upped. http://bit.ly/11t7VCV Maybe DBs Maddoff will channel check Timbuktu?
5/21/13
Michael Collins
Has anyone heard that SAC Capital is short $BBRY? Imminent unwind if so as SEC break it up.
5/21/13
they were long by only 19,829 shares and added 283,226 recently...
I think it was pure gossip.
5/21/13
Michael Collins
$BBRY Apparently, Maverick nearly went bankrupt shorting BBRY in 2003-2004. Funny.
5/21/13
Michael Collins
Is Maverick Capital the hedge fund behind the Blackberry short? http://bit.ly/11SSsDE
Its about to blow up in their faces. They will have a lot of explaining to do to their clients. They will probably lose their shirts as well
5/20/13
Michael Collins
$BBRY Merrill Lynch Calling PRIVATE CLIENTS, not Funds, looking for BBRY shares to borrow. That is insane.
5/20/13
Why? I'm kind of concerned now. Do banks usually do that? Did they call around for NFLX and TSLA? anyone want to enlighten me?
could easily have happened with those names too
5/20/13
Michael Collins
$BBRY Merrill Lynch calling clients offering to borrow their BBRY shares for 3%. Desperation or what?
5/20/13
http://bit.ly/11SU3JE being long aapl and a having vested a substantial amount in tech, plus his trading style, it would make sense
5/20/13
That's very interesting. Good to know.
5/20/13
Michael Collins
$BBRY Upgraded to Buy by Jefferies after 10,000 Unit Sale to Verizon employees. http://bit.ly/10etNmo
5/20/13
Michael Collins
$BBRY Blackberry pick 10,000 Verizon employees from Android. Ouch!
5/20/13
Michael Collins
$bbry ZDNET 2/3rds of BBRY converts to Android and Iphone tempted to return to BB10: http://zd.net/14xpqWS
5/16/13
Michael Collins
$BBRY- Hearing No Borrow at Goldman Sachs today...last two days stampede overdoe. Look for a rally.
Just got word from large Canadian bank: Positively no borrow left on BBRY
5/15/13
Michael Collins
$BBRY Rumours of Tmobile USA Q10 Launch this Thursday: http://bit.ly/YJSCZK
5/15/13
Q10 US sales will bolster q1 earnings. Fiscal quarter ends on June 1st, if i'm cirrect.
T-mobile launched the z10 for business weeks ahead of anyone else in the US
5/15/13
Michael Collins
$bbry BES10 attacks! LAPD choose BES10 and BB10 phones. http://yhoo.it/17udXeQ
Good news. Tons of good news this week but some deep pocket shorts are still playing.
5/15/13
This hammering we have been seeing, imo, was a tech pullback mixed with anticipatory buying into the BBRYLive event (hoping for numbers).