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Antony Luckshman

Antony Luckshman
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  • Blackberry (BBRY) is downgraded to Hold by Bernstein's Pierre Ferragu, who lowers his price target to $15 from $22. "We dislike the risk/reward of our BB10 trade," he writes. "With Blackberry Live behind us, we see few additional positive catalysts coming through in the next 6 months." Shares -2.3% premarket. [View news story]
    "We see few additional catalysts coming through in the next 6 months"
    ????

    Obviously he is blind. Q1 Earnings June 28th. Mother of all catalysts.
    May 15 08:10 AM | 15 Likes Like |Link to Comment
  • BlackBerry Launches A Land Grab In Mobile Messaging [View article]
    Why all the NOK bag holders showing up here to bash BBRY? Did BBRY cause NOK to drop 5% today?
    May 14 10:00 PM | 6 Likes Like |Link to Comment
  • BlackBerry Launches A Land Grab In Mobile Messaging [View article]
    Unlike previous bear raids, today is going to be very costly for the raiders. They could not move the stock price much and hence have to cover at a loss. They should be getting worried.
    May 14 09:48 PM | 5 Likes Like |Link to Comment
  • BlackBerry Bullish On News Of Q10 Release [View article]
    @Systembolaget, let us know before you sell your NOK shares. After you sold your BBRY shares on Monday @ $15, BBRY is up 10% within a day. I want to go long on NOK soon after you sell.
    Apr 30 10:34 PM | 2 Likes Like |Link to Comment
  • Amazon Earnings Broadly As Expected [View article]
    With the street revisions, do you see the stock price going down?
    Apr 25 09:24 PM | Likes Like |Link to Comment
  • Amazon Earnings Broadly As Expected [View article]
    Closed after hours @266, 3.2% down. First time since I have been following this stock. Always ended higher even if they missed. I think it will go down further in regular hours tomorrow. Disclosure: Short AMZN via puts.
    Apr 25 09:13 PM | Likes Like |Link to Comment
  • Why BlackBerry's Momentum Has Turned Around [View article]
    This is almost the same article this author published on SA on March 21st with minor additions just like iPhone 5s.

    http://seekingalpha.co...
    Apr 22 06:38 PM | 9 Likes Like |Link to Comment
  • Workday: Overvaluation And Lock-Up Expiration Will Cause Shares To Crash [View article]
    The person who bought 100K $65 strike calls think otherwise.

    http://bit.ly/103q9Bl
    Apr 15 06:46 AM | Likes Like |Link to Comment
  • Workday's Bubble Is About To Pop [View article]
    Wow! that is a cool $1.8 million
    Apr 13 10:39 AM | Likes Like |Link to Comment
  • BlackBerry Short Interest Ended March Little Changed And Updated Outlook For The Stock [View article]
    Show some proof please. Links?
    Apr 10 11:08 PM | Likes Like |Link to Comment
  • Zynga And Workday In Parallel Lives? [View article]
    WDAY is a great company with a great product and great management. But it is trading at a price it is worth in 5 years if it executes flawlessly. Why pay the price it may be worth in 5 years now?
    Apr 10 11:07 PM | 2 Likes Like |Link to Comment
  • BlackBerry Short Interest Ended March Little Changed And Updated Outlook For The Stock [View article]
    Some of the upcoming catalysts that could move the stock past $20 and much higher on a short squeeze are;

    1. Successful Q10 launch and early numbers (May)

    2. Blackberry Live conference (May 14th) where the CEO said that they will show some cool stuff (mobile computing)

    3. Blow out Q1 earnings (end June)

    By end June, BBRY would likely be trading north of $20.

    Some other possible catalysts are;
    - Analyst upgrade
    - Some BES10 win announcements (like DoD)
    - independent market share reports coming out showing BBRY gaining some market share
    - buyout rumors
    - partnership announcement
    Apr 10 09:57 PM | 4 Likes Like |Link to Comment
  • Workday: Overvaluation And Lock-Up Expiration Will Cause Shares To Crash [View article]
    Buffet Junior,

    When will we know who sold what amount today?

    Thanks,
    Apr 10 09:36 PM | Likes Like |Link to Comment
  • Workday's Bubble Is About To Pop [View article]
    @Jim,

    I know you are trying to rub it in. I totally agree that this is a great company with great product, strong management and a real plan. Absolutely no question. But what is questionable is a 20 P/S valuation. If the company flawlessly execute, it is definitely worth this much in 5 years. Why are investors paying the same amount now ?
    Apr 10 09:32 PM | Likes Like |Link to Comment
  • Zynga And Workday In Parallel Lives? [View article]
    15M shares, 30 times the average volume traded today and WDAY still closed up today. Wow. Who is buying all these shares? There is obviously demand for it. I expect price to only go up from here. I sold all my puts at a loss. Lesson learned: Never bet against big money.
    Apr 10 06:24 PM | Likes Like |Link to Comment
COMMENTS STATS
65 Comments
230 Likes