BlackBerry: Little Evidence It Can Deliver [View article]
"Last quarter showed a substantial subscriber base slip, falling 1 million to 79 million"
You have got to be kidding me, "substantial" what a joke, considering Blackberrys position it was very impressive that they didn't lose a lot more, and those numbers are rounded off so it could even have been just 501.000
Bye-Bye BlackBerry: What Will Make BB10 Fail [View article]
NO he did not sell yesterday, he did not even sell this year, he sold them sometime last year! Should you really be trading the market if you are unable to understand simple news like this?
BlackBerry May Make As Much Profit From One Z10 As Nokia Does From Three WP8 Lumias [View article]
"20$ / monthly service fees ?" Where does it say $20 monthly service fee? In fact it doesn't. Blackberry has never been popular among consumers in Germany or the nordic countries but the world is bigger than that, you only have to travel to the UK to find a market where Blackberry is still very popular.
And no, the Samsung does not have the same security as the Z10 or Q10, not even close.
BlackBerry Q5 The Latest Reason To Go Long [View article]
Since BB10 was released during the end of Q1 those numbers are pointless, BBRY could only sell phones that where 1-2 yers old until just recently, anyone smart enough should be able to figure this out really.
1/2 of Canadian BlackBerry Z10 (BBRY -0.6%) sales, and 1/3 of U.K. Z10 sales, involve users "coming from other platforms," sources tell BGR. In light of the massive defections seen from BlackBerry to iOS and Android in developed markets in recent years, those are arguably encouraging figures. On the flip side, Pac Crest reports U.K. retailer Carphone Warehouse has slashed Z10 prices in the last 24-48 hours, and Vodafone has cut prices for Web-only deals. (more) [View news story]
A quote from Barrons blog about this:
"Mitchell-man wrote: .I’m a Barron’s subscriber and ex-Morgan Stanley and Lehman Brothers capital markets professional but I’m going to cancel my Barron’s subscription due to this paper’s insistence on hyping up pre-school level financial analysis.
A phone contract and price are meaningless without the context of carrier and minutes /data/ services included for price and the subjective conclusion is a stretch that would have failed a grade 9 business class is such a class exists. For example a Z10 phone on a 36GBP/month contract three weeks ago on Vodafone (or Three) is very like not the same as a Z10 phone on a 33GBP/month contract now on Three. Three did not have Z10 phone at launch, it missed the initial sales push. Three is notorious for having poor reception outside of major urban areas. Carrier matters. Blackberry does not need to sell 1MM Three phones, they don’t care which carrier they are sold through.
THe broad conclusions reached are embarrassing to be printed! I am an investor in many stocks including BBRY. My 5 minute research to punch holes in this professional analysis includes: 1) Three was the last major UK carrier to get the phone. It’s 36GBP/month plan was unlimited data and 2000 minutes. It’s 29GBP/month plan is 500 minutes. To equate this to an effective $240 price reduction on the phone is in my mind a fireable offense if I was this man’s manager.
For Barron’s to highlight this and not do the 5 minutes of kindergarten level analysis is embarrassing to this publication. I always respected Barron’s because they would provide thoughtful original analysis or highlight thoughtful analysis. This is fear-mongering based upon either intentionally deception apples-and-oranges comparisons or incompetence on a should-be-banned-by-th... level. My checks show big box stores such as Best Buy have 100+ unsold iPhone 5′s sitting in their display cases. Quote Mitchell-man, when Apple announces its next numbers, iPhone 5 sales will have dropped considerably from expectations as the sales originally booked to folks like BestBuy were not renewed as they are having trouble clearing out their inventory.
James Faucette will call it consumers holding back waiting for iPhone 5s or 6 or whatever, but he’ll be wrong. As an owner of an iphone 4, 4s and 5, I call it ‘people don’t want the same thing with a minor tweak’. I love hearing both sides of any investment to ensure I’m making a smart decision. The more I read crap like this, the more confident I am about the upside from tangible book value this stock presents especially relative to Apple’s 60x greater market cap. The more analysts focus on Blackberry as a direct competitor to Apple which derives most of its earnings and cash flow from iPhone the more confident I am in Bbry as a longer term investment and all this negative spin is helping BBRY before its USA launch.
That said, I want to hear the other side, but I want something smart. Please take a lead and start providing some critical analysis that presents both sides of the story. Between Barron’s and Forbes it’s a bunch of copy and paste on amateurs who will soon be fired by their employers and/or hunted down by their clients for trying to paint a misleading narrative."
BlackBerry: The Perfect Short...Just Not Yet [View article]
Are you aware of that they will release five more phones during 2013? Even if you don't belive in the Z10 I'm pretty sure you don't know what the other phones will look like besides the Q10 that probably will be a big seller.
If you remove the handset business of the equation you get a company that makes at least $3 per share of profit on software and services, that's the case. If they sell the hardware just like IBM did you will have a company that is worth at least $30 per share.
Now if we asume they would just stop losing money on the handset business with the BB10, even if they keep the hardware they should still be valued much higher.
This case also lets you completely disregards all the fuzz about the launch in the US right now, it doesn't really matter that much.
BlackBerry To Take A Hit On Gross Margins, But Z10 Prospects Still Good [View article]
Everything and anything that comes out of James Faucette is to be considered a lie until proven otherwise, amazing that he get's so much media coverage considering the laughable quality of his "work"
Early feedback on U.K./Canadian BlackBerry Q10 (BBRY -4%) sales indicate volumes below expectations, says Cleveland Research. The firm also thinks Z10 sell-thru is likely half of what it was around launch time, and believes BB10 build targets for the next few quarters could fall to 6M-8M from 10M-12M. Likewise, Pac Crest remains bearish, and calls the U.K./Canadian Q10 launches a "mess." The remarks follow a pessimistic note about BB10 sales on Monday from Canaccord, and one on April 25 from Wedge Partners. Jefferies has been more positive. [View news story]
The usual suspects out with their lies again, one day they will all be in jail and BBRY will be above $100, it could end up like that later this year.
BlackBerry Q4 2013 Earnings Review: Bullish Or Bearish? [View article]
I can undestand if someone doesn't want to buy but I cannot at all understand why one would want to go short here. The risk/reward ratio must one of worst you can ever find when shorting it here.
BlackBerry: The Show Hasn't Even Started Yet [View article]
'"Even with the latest patch, the Z10 has battery life issues"
This is simply not true and the article you are referring to was written before the patch (as you probably already know but just happened to forget you little liar).
Early-Bird Analysts Confused About BlackBerry 10 Sales [View article]
"CarPhoneWarehouse is if I'm not mistaken 50% owned by BestBuy. It is not a minor distributor. Here is what their website says about the BlackBerry Z10
124 Notting Hill Gate London W11 3QG - SOLD OUT 80 High Street, Kensington - SOLD OUT 225 Kensington High Street, London - SOLD OUT West 12 Shopping Centre, Shepherds Bush - SOLD OUT Westfield Shopping Centre, London - SOLD OUT Unit 30, The Broadway, Hammersmith - SOLD OUT Unit 2 112/114 North End Road, Fulham - SOLD OUT"
BlackBerry: Little Evidence It Can Deliver [View article]
You have got to be kidding me, "substantial" what a joke, considering Blackberrys position it was very impressive that they didn't lose a lot more, and those numbers are rounded off so it could even have been just 501.000
BlackBerry: Z10 Is Not Enough [View article]
Another factual error, the shorts seems to have lies as their only story left in the bag
"less than 10% of the 100 most popular Android apps and less than 5% of the most popular iPhone apps "
95% of those apps are games, completely irrelevant to most of BBRY users
Bye-Bye BlackBerry: What Will Make BB10 Fail [View article]
BlackBerry May Make As Much Profit From One Z10 As Nokia Does From Three WP8 Lumias [View article]
Blackberry has never been popular among consumers in Germany or the nordic countries but the world is bigger than that, you only have to travel to the UK to find a market where Blackberry is still very popular.
And no, the Samsung does not have the same security as the Z10 or Q10, not even close.
BlackBerry Q5 The Latest Reason To Go Long [View article]
1/2 of Canadian BlackBerry Z10 (BBRY -0.6%) sales, and 1/3 of U.K. Z10 sales, involve users "coming from other platforms," sources tell BGR. In light of the massive defections seen from BlackBerry to iOS and Android in developed markets in recent years, those are arguably encouraging figures. On the flip side, Pac Crest reports U.K. retailer Carphone Warehouse has slashed Z10 prices in the last 24-48 hours, and Vodafone has cut prices for Web-only deals. (more) [View news story]
"Mitchell-man wrote:
.I’m a Barron’s subscriber and ex-Morgan Stanley and Lehman Brothers capital markets professional but I’m going to cancel my Barron’s subscription due to this paper’s insistence on hyping up pre-school level financial analysis.
A phone contract and price are meaningless without the context of carrier and minutes /data/ services included for price and the subjective conclusion is a stretch that would have failed a grade 9 business class is such a class exists. For example a Z10 phone on a 36GBP/month contract three weeks ago on Vodafone (or Three) is very like not the same as a Z10 phone on a 33GBP/month contract now on Three. Three did not have Z10 phone at launch, it missed the initial sales push. Three is notorious for having poor reception outside of major urban areas. Carrier matters. Blackberry does not need to sell 1MM Three phones, they don’t care which carrier they are sold through.
THe broad conclusions reached are embarrassing to be printed! I am an investor in many stocks including BBRY. My 5 minute research to punch holes in this professional analysis includes: 1) Three was the last major UK carrier to get the phone. It’s 36GBP/month plan was unlimited data and 2000 minutes. It’s 29GBP/month plan is 500 minutes. To equate this to an effective $240 price reduction on the phone is in my mind a fireable offense if I was this man’s manager.
For Barron’s to highlight this and not do the 5 minutes of kindergarten level analysis is embarrassing to this publication. I always respected Barron’s because they would provide thoughtful original analysis or highlight thoughtful analysis. This is fear-mongering based upon either intentionally deception apples-and-oranges comparisons or incompetence on a should-be-banned-by-th... level. My checks show big box stores such as Best Buy have 100+ unsold iPhone 5′s sitting in their display cases. Quote Mitchell-man, when Apple announces its next numbers, iPhone 5 sales will have dropped considerably from expectations as the sales originally booked to folks like BestBuy were not renewed as they are having trouble clearing out their inventory.
James Faucette will call it consumers holding back waiting for iPhone 5s or 6 or whatever, but he’ll be wrong. As an owner of an iphone 4, 4s and 5, I call it ‘people don’t want the same thing with a minor tweak’. I love hearing both sides of any investment to ensure I’m making a smart decision. The more I read crap like this, the more confident I am about the upside from tangible book value this stock presents especially relative to Apple’s 60x greater market cap. The more analysts focus on Blackberry as a direct competitor to Apple which derives most of its earnings and cash flow from iPhone the more confident I am in Bbry as a longer term investment and all this negative spin is helping BBRY before its USA launch.
That said, I want to hear the other side, but I want something smart. Please take a lead and start providing some critical analysis that presents both sides of the story. Between Barron’s and Forbes it’s a bunch of copy and paste on amateurs who will soon be fired by their employers and/or hunted down by their clients for trying to paint a misleading narrative."
BlackBerry: The Perfect Short...Just Not Yet [View article]
BlackBerry Sells Out In 90 Minutes At Selfridges [View article]
This "Knowitall" is like a Teletubbie
Is BlackBerry A Buyout Candidate? [View article]
Now if we asume they would just stop losing money on the handset business with the BB10, even if they keep the hardware they should still be valued much higher.
This case also lets you completely disregards all the fuzz about the launch in the US right now, it doesn't really matter that much.
BlackBerry To Take A Hit On Gross Margins, But Z10 Prospects Still Good [View article]
Early feedback on U.K./Canadian BlackBerry Q10 (BBRY -4%) sales indicate volumes below expectations, says Cleveland Research. The firm also thinks Z10 sell-thru is likely half of what it was around launch time, and believes BB10 build targets for the next few quarters could fall to 6M-8M from 10M-12M. Likewise, Pac Crest remains bearish, and calls the U.K./Canadian Q10 launches a "mess." The remarks follow a pessimistic note about BB10 sales on Monday from Canaccord, and one on April 25 from Wedge Partners. Jefferies has been more positive. [View news story]
BlackBerry: Do Short Sellers Feel Lucky? [View article]
BlackBerry Q4 2013 Earnings Review: Bullish Or Bearish? [View article]
BlackBerry: The Show Hasn't Even Started Yet [View article]
This is simply not true and the article you are referring to was written before the patch (as you probably already know but just happened to forget you little liar).
Early-Bird Analysts Confused About BlackBerry 10 Sales [View article]
124 Notting Hill Gate London W11 3QG - SOLD OUT
80 High Street, Kensington - SOLD OUT
225 Kensington High Street, London - SOLD OUT
West 12 Shopping Centre, Shepherds Bush - SOLD OUT
Westfield Shopping Centre, London - SOLD OUT
Unit 30, The Broadway, Hammersmith - SOLD OUT
Unit 2 112/114 North End Road, Fulham - SOLD OUT"