Seeking Alpha

StockMatusow

 
View as an RSS Feed
View StockMatusow's Comments BY TICKER:
Latest  |  Highest rated
  • Well-Known Activist Shareholder Pushing For Sale Of Identiv [View article]
    It's not a semiconductor company. Please do better DD before making comments like that. Also. 4.5 sales to price is industry standard. In addition, learn DCF as well, thanks!
    Dec 23, 2014. 11:51 AM | Likes Like |Link to Comment
  • Well-Known Activist Shareholder Pushing For Sale Of Identiv [View article]
    $26 to $31
    Dec 23, 2014. 03:30 AM | Likes Like |Link to Comment
  • Identiv Goes On The Record With NFC For Disney Infinity Toys: Star Wars Infinity Toys Likely Next [View article]
    Depends on market next year what any potential buy out would be. It also depends on how well a newly hired IR team does + the company's intended road show in Q1. So, the stock would need to trade up to 25 to get 40. Reasonably possible, but it needs things to fall in place right.

    I would think someone like VZ, Sprint, CSCO would be candidates. Also, Entrust is looking to go public, so a reverse merger could work there as well.
    Dec 17, 2014. 09:10 PM | Likes Like |Link to Comment
  • Volcano Corp. Is Likely To Be Acquired Soon - Here Is Why [View article]
    No, we heard at the time there were offers on the table up to 23 bucks. However, it appears the original "constructive" activist got greedy and put pressure on management NOT TO ACCEPT those offers.. They are fortunate to get 18. Follow what im saying? if the offers at the time were taken like they should have been, we would have got 23 bucks. One activist's greed cost him and others a good amount of money.
    Dec 17, 2014. 02:12 PM | Likes Like |Link to Comment
  • Cempra Poised To Join Antibacterial Drug Acquisition Buzz With Upcoming Data Release [View article]
    I think that is a fair valuation if data proves to be good in all aspects. As you know and point out, these type of companies get snatched up fast with good data in hand. There is larger risk in taking a position now, but also a larger reward obviously. Also, from former financing, there is a good amount of short hedging and it looks to us those hedges are unwinding their positions today, so if over all market stays stable, I think we see a nice run up here, GL, and Happy Thanks Giving! Scott
    Nov 26, 2014. 06:21 PM | 1 Like Like |Link to Comment
  • Identiv's Post-Password Era Solutions Gaining Traction As Company Strengthens Financial Position [View article]
    And, U do understand DCT and the value of a $387M accrued deficit over those years, right? Do you understand that this deficit adds acquisition value of at least $7 a share on top of any premium, right?
    Nov 19, 2014. 11:47 PM | Likes Like |Link to Comment
  • Identiv's Post-Password Era Solutions Gaining Traction As Company Strengthens Financial Position [View article]
    its not borrowed cash, they aren't burning currently. That cash was raised via a share offering. Their new line of credit has barely been used.

    Can I ask you why Opus Bank would double line of credit under better terms and move payment due from 2015 to 2017?
    Nov 19, 2014. 11:44 PM | Likes Like |Link to Comment
  • Identiv's Post-Password Era Solutions Gaining Traction As Company Strengthens Financial Position [View article]
    why is this important with new management, new biz model and new products? Should I mention the KC Royals lost for years upon years before making it to the world series this year with different players and management? Think about what I just said carefully
    Nov 19, 2014. 11:43 PM | Likes Like |Link to Comment
  • iBio Incorporated: Speculative Long-Term Investment With Short-Term Catalyst [View article]
    it's almost all bs pump here
    Oct 13, 2014. 09:12 AM | Likes Like |Link to Comment
  • Edelman's Perceptive Advisors Buying Amicus Therapeutics Ahead Of Phase III Data Release [View article]
    it does seem suspicious, but it's our job to notice the trend and use it to make some money for us :). hope you did well on it
    Sep 18, 2014. 05:16 PM | Likes Like |Link to Comment
  • Identiv's Q2 Earnings Show Strong Growth - Acquisition Likely At Some Point [View article]
    Depends; if as we strongly believe based on sources and research the company is involved with NXPI for iphone 6 NFC, and as well based on the same, involved with Disney in creating its "MagicBand." With proper execution and institutional coverage, the stock could reach the $50 level, which would be around a $400M market cap (intraday).

    I say "depends" because if this stuff is pr'd, then we can see that price range. If not, then more in line with $25 to $30 a share.

    I know Jason is going to be meeting with institutions this quarter into the end of the year. Because Jason is an articulate and a good manager, I would expect a good deal of institutions would buy in.

    The greater question would be whether or not the company engages a forward split to add more liquidity for potential tute investment, or it engages a secondary for the same. Either way is bullish, but a forward split would not dilute the market cap, while a secondary would.

    I will go with $25 to $30 as a conservative number -- seriously, no joke, no pump. I still don't think the market understands the advantageous position that $INVE is in, or the situation here fully.
    Aug 31, 2014. 06:19 PM | Likes Like |Link to Comment
  • Identiv: An Internet Of Things Small-Cap Pick For Consideration [View article]
    Trust me zrhapp when I say -- This guy will be back when/if $INVE hits $100 but I happen to get that 1 in 10 "wrong pick" to single that out.

    Haters hate while money makes money!
    Aug 19, 2014. 10:09 AM | 2 Likes Like |Link to Comment
  • Identiv: An Internet Of Things Small-Cap Pick For Consideration [View article]
    $75M market cap, but it should be cheaper? Are you aware they have earnings next week?
    Aug 5, 2014. 11:11 PM | Likes Like |Link to Comment
  • Identiv: An Internet Of Things Small-Cap Pick For Consideration [View article]
    INVE likely has a lot more partnerships that they cannot PR now -- that is my sense. Likely reason is the rep left on them by old management, I would expect in time, that will definitely change!
    Aug 5, 2014. 03:06 PM | Likes Like |Link to Comment
  • Identiv: An Internet Of Things Small-Cap Pick For Consideration [View article]
    its not shorts per say shorting to make money, but those stuck at lower prices. Earnings should be next week as I'm hearing, so if that's true, there should be announcement by end of this week
    Aug 5, 2014. 03:05 PM | Likes Like |Link to Comment
COMMENTS STATS
1,630 Comments
745 Likes