Shares Of Attunity Are Still Poised To Triple [View article]
On January 31 we provided superior evidence for extreme caution when the stock closed at $7.62 that day http://bit.ly/11bzJ56 (incl comments 1-11).
We now believe CEO Shimon Alon created an [avoidable] perfect storm for sustained shareholder value destruction of $ATTU here http://bit.ly/125OpA7 (all things equal).
Shares Of Attunity Are Still Poised To Triple [View article]
Per my above comment posted April 28th. start Another concern is that Alon is on record that he is now providing "guidance". If q1 comes in with a loss and or revenues less than q1 2012 or $6.1M then we are dealing with gross negligence and will say everything about this CEO including character. If he is providing guidance he certainly should be providing guidance about this quarter in the event of a loss or revenue miss equal with q1 2012. End
Yes, also very much looking forward to your comments Mark.
but first my comments about your "triple" prediction. My first concern is that Alon blew a secondary offering q3 2013pursuant to their 'in-place" $20M F-3 registration statement.
Another concern is that Alon is on record that he is now providing "guidance". If q1 comes in with a loss and or revenues less than q1 2012 or $6.1M then we are dealing with gross negligence and will say everything about this CEO including character. If he is providing guidance he certainly should be providing guidance about this quarter in the event of a loss or revenue miss equal with q1 2012.
That being said, per comment #10 per the link provided, it appears ATTU may effectively (oral/implied/off record...) already be in a lockup agreement with Actian Corp, accounting for ATTU continual shareholder value destruction since listing NASDAQ q3 2012, having now broken $6/share or $1.50 pre 1:4 reverse-split...and still falling.
Lastly, I want to point out that ATTUs $9.75 high on July 19, 2012 was hit on arguably a 100 share trade and a trade which was arguably $2 away from the 2nd to last trade that day. In other words the $9.75 high was more of a trick and certainly was never sustainable nor provided any liquidiiy for any other trade(s) at that price since.
Thank you for your time and good call and research on HIMX.
Shares Of Attunity Are Still Poised To Triple [View article]
Attunity announced revenues of $6.1M and a loss of $125k q1 2012 ending March 31, 2012. Q1 2013 ending March 31 numbers out Thursday May 2nd. Something is very wrong Mark http://bit.ly/11bzJ56 (comment #9).
Shares Of Attunity Are Still Poised To Triple [View article]
Mark, today ATTU hit a 33-week low on appx 1X ADV (3 mo), and there is still > 5 months until Q2 numbers which Alon guided as flat growth. The stock is about to break $6.00 and Alon is doing nothing. He really is naive as to how to create shareholder value. This was a no-brainer to have capitalized upon with their "in place" $20M secondary Q3/Q4 2012. Now they are still upside down with working capital and their shares are now more vulnerable than ever. Alon blew it. Am I wrong?
Shares Of Attunity Are Still Poised To Triple [View article]
ATTU files Form 20-F. Smoking Guns? http://bit.ly/168PXc1 (comment #8). Also, ATTUs 52-week high of $9.75. It occurred on July 19, 2012 http://yhoo.it/114Cxym and as I recall no shares traded [near] that price except a lone 100 shares at the close miles away from the previous trade. Note volume and previous/post closes, intra-day highs.
Shares Of Attunity Are Still Poised To Triple [View article]
Mark, is your target still $9.00/share when you say "Shares of Attunity are still poised to triple"? Or is your target higher given your statement "Assuming 30% EPS growth and a PEG ratio of 1, the shares should be trading in excess of $15 per share". Are you in for the intermediate-term or a specific price target? Will you be advising shareholders of any concerns and/or updated entry/exit prices?
Shares Of Attunity Are Still Poised To Triple [View article]
Excellent and timely article Mark. Very well done. But I don't get Shimon Alon's weak, almost bizarre responses to Jordan Kimmel, yourself, Ryan Parker, and Noah Steinberg.
I present some related concerns at the link below e.g.
The problem with the Q4 Conference Call is that two of the following three critical questions were neither addressed by the Company nor questioned by call-ins.
1. ATTU has negative Working Capital <$3,046,000> as of 12/31/2012.
2. [22:05] into the CC, Chairman & CEO Shimon Alon said "...I am pleased to provide you an annual guidance on expected revenue growth...we anticipate approximately 20% annual revenue growth in 2013..." and
ATTU Closed Down 13.02% on 5.4X ADV (3 mo) upon today's release of FY 2012 numbers. Is ATTU Big Data Strategic Partner @ActianCorp moving in for the kill on the heels of closing its hostile takeover of PVSW http://bit.ly/TcuNsi ?
Correction (per the above comment): ATTU released/filed the official 20F for fiscal year ending Dec 31, 2011 on March 30, 2012 http://bit.ly/14i8Dbr , [however] formally disclosed/released these numbers on January 25, 2012 http://bit.ly/VeSbBQ
ATTU is arguably not missing on any cylinders, to date. This is a BIG week for ATTU http://bit.ly/14i8BjG
Mark, two questions and thank you for your gracious replies to the previous questions above.
1. Does ATTU have any substantive IP e.g. re: AMZN AWS CloudBeam and/or RepliWeb/MFT patents and if not what then are their competitive advantages in the Big Data space over IBM, TDC, SPLK, PVSW, INFA, ORCL, et al...and what is stopping them:
EMC Greenplum (Replicate) Oracle Exadata (Replicate) Teradata (Replicate) Microsoft (Click-2 Replicate for SQL Server)
from developing this same technology they are currently in alliance with ATTU if not protected by ATTU IP?
2. When is ATTU releasing Q4/FY ending Dec 31. March 30 is unacceptable as they did last year.
Buy Attunity: An Under The Radar Investment In Big Data [View article]
Thank you for your reply.
My concern is rooted in the simple investment philosophy that the company one invests in subscribes to superior Corporate Governance and Transparency principles and not further obfuscated by alleged hyperbole either coming from 'analysts' or the Company itself e.g.
"...we expect our fourth quarter to be the strongest this year in terms of record quarterly revenues and profits...” - Mr. Shimon Alon, Chairman and CEO of Attunity, Oct 31, 2012
This comment coupled with said Annual General Meeting, specifically pursuant to items 2,3, and 4 (below) seem 'suspicious' in that the ratification of said items will be retroactive for all of 2012 when voted on December 27th, 2012 and allegedly based upon known by the insiders subject to said Agenda 'items' yet formally/publicly undisclosed FY2012 ending December 31, 2012 financials pursuant to Securities Statutes including but not limited to SEC Rule 10b-5.
2012 ANNUAL GENERAL MEETING
2. To approve modifications to the terms of compensation of our non-employee directors; 3. To approve modifications to the terms of employment of Mr. Shimon Alon as our Chief Executive Officer; 4. To approve the adoption of the Attunity 2012 Stock Incentive Plan;
Again, thank you for your reply and the opportunity to comment.
Mark, likewise I respectfully disagree with you. I agree that it appears to be a 'normal-looking' agenda but my concern is as expressed here to Helix Investment Management here on Seeking Alpha http://seekingalpha.co...
My concern is rooted in the simple investment philosophy that the company one invests in subscribes to superior Corporate Governance and Transparency principles and not further obfuscated by alleged hyperbole either coming from 'analysts' or the Company itself e.g.
"...we expect our fourth quarter to be the strongest this year in terms of record quarterly revenues and profits...” - Mr. Shimon Alon, Chairman and CEO of Attunity, Oct 31, 2012
This comment coupled with said Annual General Meeting, specifically pursuant to items 2,3, and 4 (below) seem 'suspicious' in that the ratification of said items will be retroactive for all of 2012 when voted on December 27th, 2012 and allegedly based upon undisclosed FY2012 ending December 31, 2012 financials pursuant to Securities Statutes including but not limited to SEC Rule 10b-5.
2012 ANNUAL GENERAL MEETING
2. To approve modifications to the terms of compensation of our non-employee directors; 3. To approve modifications to the terms of employment of Mr. Shimon Alon as our Chief Executive Officer; 4. To approve the adoption of the Attunity 2012 Stock Incentive Plan;
Thank you for your reply and the opportunity to comment.
Shares Of Attunity Are Still Poised To Triple [View article]
We now believe CEO Shimon Alon created an [avoidable] perfect storm for sustained shareholder value destruction of $ATTU here http://bit.ly/125OpA7 (all things equal).
Shares Of Attunity Are Still Poised To Triple [View article]
start
Another concern is that Alon is on record that he is now providing "guidance". If q1 comes in with a loss and or revenues less than q1 2012 or $6.1M then we are dealing with gross negligence and will say everything about this CEO including character. If he is providing guidance he certainly should be providing guidance about this quarter in the event of a loss or revenue miss equal with q1 2012.
End
Yes, also very much looking forward to your comments Mark.
Shares Of Attunity Are Still Poised To Triple [View article]
Yes, within comments 9 and 10 here
http://bit.ly/11bzJ56
but first my comments about your "triple" prediction. My first concern is that Alon blew a secondary offering q3 2013pursuant to their 'in-place" $20M F-3 registration statement.
Another concern is that Alon is on record that he is now providing "guidance". If q1 comes in with a loss and or revenues less than q1 2012 or $6.1M then we are dealing with gross negligence and will say everything about this CEO including character. If he is providing guidance he certainly should be providing guidance about this quarter in the event of a loss or revenue miss equal with q1 2012.
That being said, per comment #10 per the link provided, it appears ATTU may effectively (oral/implied/off record...) already be in a lockup agreement with Actian Corp, accounting for ATTU continual shareholder value destruction since listing NASDAQ q3 2012, having now broken $6/share or $1.50 pre 1:4 reverse-split...and still falling.
Lastly, I want to point out that ATTUs $9.75 high on July 19, 2012 was hit on arguably a 100 share trade and a trade which was arguably $2 away from the 2nd to last trade that day. In other words the $9.75 high was more of a trick and certainly was never sustainable nor provided any liquidiiy for any other trade(s) at that price since.
Thank you for your time and good call and research on HIMX.
Shares Of Attunity Are Still Poised To Triple [View article]
Shares Of Attunity Are Still Poised To Triple [View article]
Shares Of Attunity Are Still Poised To Triple [View article]
The Company has been disturbingly quiet lately.
Shares Of Attunity Are Still Poised To Triple [View article]
Thank you very much.
Shares Of Attunity Are Still Poised To Triple [View article]
Shares Of Attunity Are Still Poised To Triple [View article]
I present some related concerns at the link below e.g.
The problem with the Q4 Conference Call is that two of the following three critical questions were neither addressed by the Company nor questioned by call-ins.
1. ATTU has negative Working Capital <$3,046,000> as of 12/31/2012.
2. [22:05] into the CC, Chairman & CEO Shimon Alon said "...I am pleased to provide you an annual guidance on expected revenue growth...we anticipate approximately 20% annual revenue growth in 2013..." and
3. ATTUs $20M shelf registration (to fund growth > 20% !?)
Source: http://bit.ly/11bzJ56 .
Poised To Triple: October Update [View article]
Poised To Triple: October Update [View article]
ATTU is arguably not missing on any cylinders, to date. This is a BIG week for ATTU http://bit.ly/14i8BjG
Poised To Triple: October Update [View article]
Poised To Triple: October Update [View article]
1. Does ATTU have any substantive IP e.g. re: AMZN AWS CloudBeam and/or RepliWeb/MFT patents and if not what then are their competitive advantages in the Big Data space over IBM, TDC, SPLK, PVSW, INFA, ORCL, et al...and what is stopping them:
EMC Greenplum (Replicate)
Oracle Exadata (Replicate)
Teradata (Replicate)
Microsoft (Click-2 Replicate for SQL Server)
from developing this same technology they are currently in alliance with ATTU if not protected by ATTU IP?
2. When is ATTU releasing Q4/FY ending Dec 31. March 30 is unacceptable as they did last year.
Thank you again.
Buy Attunity: An Under The Radar Investment In Big Data [View article]
My concern is rooted in the simple investment philosophy that the company one invests in subscribes to superior Corporate Governance and Transparency principles and not further obfuscated by alleged hyperbole either coming from 'analysts' or the Company itself e.g.
"...we expect our fourth quarter to be the strongest this year in terms of record quarterly revenues and profits...” - Mr. Shimon Alon, Chairman and CEO of Attunity, Oct 31, 2012
This comment coupled with said Annual General Meeting, specifically pursuant to items 2,3, and 4 (below) seem 'suspicious' in that the ratification of said items will be retroactive for all of 2012 when voted on December 27th, 2012 and allegedly based upon known by the insiders subject to said Agenda 'items' yet formally/publicly undisclosed FY2012 ending December 31, 2012 financials pursuant to Securities Statutes including but not limited to SEC Rule 10b-5.
2012 ANNUAL GENERAL MEETING
2. To approve modifications to the terms of compensation of our non-employee directors;
3. To approve modifications to the terms of employment of Mr. Shimon Alon as our Chief Executive Officer;
4. To approve the adoption of the Attunity 2012 Stock Incentive Plan;
Again, thank you for your reply and the opportunity to comment.
Poised To Triple: October Update [View article]
My concern is rooted in the simple investment philosophy that the company one invests in subscribes to superior Corporate Governance and Transparency principles and not further obfuscated by alleged hyperbole either coming from 'analysts' or the Company itself e.g.
"...we expect our fourth quarter to be the strongest this year in terms of record quarterly revenues and profits...” - Mr. Shimon Alon, Chairman and CEO of Attunity, Oct 31, 2012
This comment coupled with said Annual General Meeting, specifically pursuant to items 2,3, and 4 (below) seem 'suspicious' in that the ratification of said items will be retroactive for all of 2012 when voted on December 27th, 2012 and allegedly based upon undisclosed FY2012 ending December 31, 2012 financials pursuant to Securities Statutes including but not limited to SEC Rule 10b-5.
2012 ANNUAL GENERAL MEETING
2. To approve modifications to the terms of compensation of our non-employee directors;
3. To approve modifications to the terms of employment of Mr. Shimon Alon as our Chief Executive Officer;
4. To approve the adoption of the Attunity 2012 Stock Incentive Plan;
Thank you for your reply and the opportunity to comment.