Seeking Alpha


Send Message
View as an RSS Feed
View imispgh's Comments BY TICKER:
Latest  |  Highest rated
  • I Wish I Had Been Wrong About Capstone Turbine [View article]
    As I have stated many times the root cause is in the ROI and/ or the sales approach. If the ROI makes sense every major business in the U.S. Especially those with NG and who provide critical services should get a visit. I bet GE etc know what the deal is.
    Jun 26, 2015. 06:11 PM | Likes Like |Link to Comment
  • Arena: Belviq Sales Fall - Belviq Now Outsold By Competition [View article]
    Apparently no one moderates the responses of those who write the articles? Spencer is quite often out of line. Like a spoiled petulant child. Must have had a rough go of it in high school.
    Jun 21, 2015. 08:05 PM | 5 Likes Like |Link to Comment
  • Does Capstone Executive Shakeup Signal Another Bad Quarter? [View article]
    What proof is their the CEO is a great team builder? Is that normally accomplished by removing team members? What is the point if citing the CFO? Was he incompetent? Meaning he got the financial state of the company wrong? If so where is the correction? Or was he tired or not willing to massage the books any longer? Innovative? Only until the patents run out which has to be very soon. The sales approach is the problem. My suggestion is to do one more raise and do a full court press.
    Apr 20, 2015. 06:31 PM | Likes Like |Link to Comment
  • Why Capstone Turbine's Weakness Looks Like An Opportunity In Disguise [View article]
    When do core patents run out? What is the ROI and NPV? What is the sales strategy? Something is amiss. How many buildings or business should and have gotten boots on the ground visits? Tens of thousands?
    Mar 30, 2015. 02:47 PM | Likes Like |Link to Comment
  • Capstone Turbine Finds New Ways To Disappoint Investors [View article]
    Either the ROI is bad or the sales approach is. Someone please explain both. Every hospital or business or apartment complex with access to the fuel should be getting a visit. That is of course if the ROI and NPV tell a good tale
    Mar 12, 2015. 06:53 PM | 2 Likes Like |Link to Comment
  • Update: Capstone Turbine Continues To Announce New Orders [View article]
    I have followed CPST since 1998. They have made some small changes but continually flounder. I want to know what the ROI and NPV of each product is. And how does the sales strategy work? This product requires ground pounding of every business or building owner. Especially those who run facilities that have to stay running like hospitals
    Jan 29, 2015. 06:59 AM | 1 Like Like |Link to Comment
  • Capstone Turbine: Risk Priced Into This Small Cap Stock Now Overdone [View article]
    When do the major patents end?

    Also - I believe the answer to CPSTs eternal languish is their sales approach. EXACTLY how does it work? Distributors go where, say what and show what? How many requests for visit, how many visits and what is the success rate? I bet there is very little ground pounding.
    Nov 23, 2014. 01:49 PM | Likes Like |Link to Comment
  • Capstone Turbine: A Turnaround Play That Investors Shouldn't Miss [View article]
    I have followed this company since the 90's. Some improvements but the same pattern. As i have said before either the product isn't good and potential customers cannot be convinced of the value or their sales strategy is flawed. I think it is the latter. Who is pounding the streets? Where are the commercials? Every large building and business in the US should be visited. Especially every hospital or any business that needs to stay up in adverse conditions.

    Why haven't they been bought? When do the patents run out?

    The title of this article is irresponsible. As is presenting a case while virtually ignoring history.
    Oct 22, 2014. 07:21 PM | 4 Likes Like |Link to Comment
  • Another 5% Owner Cuts Capstone Holdings [View article]
    Not likely.

    Then again if it is a bad sales plan a suitor would figure that out and probably jump at the chance if that is the only issue.


    Also - aren't key patents at the end of life soon?
    Oct 14, 2014. 07:47 PM | Likes Like |Link to Comment
  • Another 5% Owner Cuts Capstone Holdings [View article]
    I bought shares in 1998. And have been following them ever since. Go back to 1998 and look at the patterns. Yes some are improved. But several key ones are not. Why haven't they been taken over? Because they haven't proved worthy. The sales approach has to be fixed.
    Oct 14, 2014. 07:18 PM | Likes Like |Link to Comment
  • Another 5% Owner Cuts Capstone Holdings [View article]

    If their product and service are good and so are the ROI and NPV then with the price of gas the units should almost sell themselves. Not once have they diluted to change the sales model. I would have been good with that dilution if they took an aggressive shot.

    In addition I would actually consider taking a shot at a job like that. All I should have to do is provide the data, maybe a demo and earn the customers trust to put the deal over the top.
    Oct 14, 2014. 07:11 PM | Likes Like |Link to Comment
  • Another 5% Owner Cuts Capstone Holdings [View article]
    OK so 3-5 years ROI is good. Still doesn't explain NPV. They should be able to put that info out for current customers even if it is an unnamed sample, average etc.

    Also the distribution network means nothing. How many full time salesmen are working each day? How many businesses do they visit each year? What is the turn over %? How many major hospitals in their areas are there and how many have been visited? (Hospitals being one example of the type of customers they should target and visit)

    And I didn't ignore anything. I didn't see it.

    SA has far too many thin skinned writers. Take the higher road - it's your job.
    Oct 14, 2014. 07:11 PM | Likes Like |Link to Comment
  • Another 5% Owner Cuts Capstone Holdings [View article]
    Does anyone know what their sales model is? And what is thew ROI and NPV? Either you cannot make the value case or there is no sales for pounding the pavement. Every single business in the united states with any facilities of any size , who have access to gas, should be visited by CPST. Especially hospitals, data centers etc.
    Oct 13, 2014. 07:29 PM | Likes Like |Link to Comment
  • Update: Capstone Turbine Extends Lease [View article]
    I want to know what the ROI and NPV are for typical products. Also exactly how do sales work? Reps bounding business etc?

    Either the sales picture is not as good as it is made out to be or the sales approach is wrong. Every single business or building of any size, that has good access to natural gas, propane etc, should be getting a call from a CPST rep.

    I bet the problem is the later. these "distribution" networks are crap.
    Oct 10, 2014. 03:15 PM | Likes Like |Link to Comment
  • Vringo: Next Steps After A Disappointing Decision Versus Google [View article]
    This is far bigger than VRNG. It is literally about whether any software can be patented and if judges can over rule juries AND the USPTO at the same time. Startups have almost no chance if this stands. And like some said Google themselves just saw their patents become useless. I would hope we see companies and other come out of the woodwork and make Vringo the poster child for software patent justice as well as deal with judges who over reach. Google may have won the battle but lost the war. Sometimes you get what you ask for and find the unintended negative consequences are far worse than the original issue you were trying to fight.

    In addition this may put Vringo, their portfolio and Lang on the map. I bet they get a lot of looks now. As for cash i bet they find it floods in from many sources in the form of not just funds but expertise, lobbying etc. Google is gonna look like even more of a bully. They may have just made David much more powerful.
    Aug 16, 2014. 02:51 PM | 4 Likes Like |Link to Comment