Seeking Alpha
  • Stone Fox Capital
    so $VELTF plunges after lack of new info at the Analyst Day reversing the gain on Mon... traders try too hard.
    1/30/13
    Reply (26)
    • caddy311: strange. good for picking up addt'l shares on the cheap though.
      1/30/13
    • caddy311: quite the plunge indeed
      1/30/13
    • James Sands: Long wait for the earnings report.....
      1/30/13
    • Stone Fox Capital: down 25% at one point. Guess the market questions the CFO comment on the EBITDA.
      1/30/13
    • caddy311: why even have the Analyst Day I wonder?
      1/30/13
    • Stone Fox Capital: no doubt. The question remains that if the company actually modified EBITDA guidance than it should've been disclosed via a PR.
      1/30/13
    • James Sands: Punishment for a waste of time? Don't waste the market's time....
      1/30/13
    • Stone Fox Capital: nah... its b/c the CFO made a comment about EBITDA
      1/30/13
    • caddy311: SFC - how do you see that affecting things leading up to the earnings call?? continued drop??
      1/30/13
    • Bosnia11: Why didn't it t tank in the am?
      1/30/13
    • James Sands: There is a major difference in what was available to listen too early vs. now. I'm listening to the CEO right now, earlier.....
      1/30/13
    • James Sands: I was only able to listen to the CFO.
      1/30/13
    • caddy311: was all 5 hours not available in am? Regardless, a 5 hour call would put VELT wrapping up at 1:30est- stock started dropping soon after
      1/30/13
    • caddy311: cfo's explanation of why he joined was not the best i've heard (i mean, come on guy)
      1/30/13
    • DomB: what did the CFO say ( do you know aprox timing in the recording )
      1/30/13
    • Kilborn: Was the last person to speak, and for only 10 minutes. Wonder how the post-mortem is going at VELT right about now?
      1/30/13
    • caddy311: had to have been done on purpose, flush things out prior to earnings call. no other reason for an analyst day that gives nothing new
      1/30/13
    • HIS MONEY: @caddy311 what do you mean by "flush things out"?
      1/30/13
    • James Sands: The analyst call provided a ton of information from partners, research firms, etc. so everything was all about the mobile M&A good times...
      1/30/13
    • James Sands: Everyone is used to the CEO's technical approach and I think there was an expectation for the CFO to bring something to calm recent nerves..
      1/30/13
    • James Sands: Results are what will lift Velti out of this recent volatile trading range.......Let's pull the slot lever in March and see what we get..
      1/30/13
    • caddy311: @ HIS MONEY - "there will be changes to EBITA, lower"
      1/31/13
    • DomB: what was the EBITDA comment?
      1/31/13
    • DomB: @Stone Fox Capital - what was the EBITDA comment?
      1/31/13
    • DomB: what did the CFO say ( do you know aprox timing in the recording )
      1/31/13
    • PeterScriabin: DomB - 4.56
      2/1/13