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  • BlackBerry: EPS Impact From 200,000 Passport Pre-Orders Is Good News [View article]
    by the way there is nothing revolutionary in the passport design as it is a copy of the LG vu 5 inch . I use to have one . of course there was no keyboard but same design.
    Sep 29, 2014. 03:48 PM | 1 Like Like |Link to Comment
  • BlackBerry: EPS Impact From 200,000 Passport Pre-Orders Is Good News [View article]
    I fear the new phone classic will cannibalise the service revenue. for the moment the old phone with keyboard bb7 has been kept as people wanted to keep trackpad and so on but with the new classic the bold and the bb7 will migrate to bb10 which will increase the pace of the decline in service revenue. As for the passport success I remember last year the z10 had a short term strong adoption which died very quickly as the blackberry fan based jumped on buying the new phone but the momentum did not stay for long, so I would not rush into thinking this Passport is a success yet.
    Sep 29, 2014. 10:32 AM | 2 Likes Like |Link to Comment
  • Sorry, But The BlackBerry Passport Is Not Being Panned [View article]
    First before you judge this text you can read previous one. Bbry went from 6 to 18 on belief of new operating system bb10. The hype came from the long and short often covered and created those volatile move. So bashing the short and always implying it is the fault of short is complete rubbish. Bbry have not been able to deliver. They lost the BBM opportunity to WhatsApp, lost the smartphone business to apple and Google and now could lose the last one which is security with the new deal IBM apple. Nevertheless i am long north of 500 k shares because the short term catalyst are very appealing. First new phone, new products and new very shrewd CEO and end of revenue decline. I was taken by surprise by the IBM deal and market reacted by 20pct move which is consequent. I think nobody expected any bad news and market was caught by surprise. Also the short position does not mean necessarily people are short as there is 100 mln share convertible st strike 10. Last negative article were not necessarily due to short but also to people force to use a bbry instead of apple by there company. Thorsten Heinz was very good in accounting but zero understanding of the product
    Now Chen is very shrewd but he is very late to the party. The good news is they still have a bullet
    Aug 20, 2014. 09:24 AM | 3 Likes Like |Link to Comment
  • Apple's Sell-Off Is An Opportunity... To Sell [View article]
    If you believe in the long term growth prospect of apple then they are not buying share quick enough. But if you do not believe in the future of apple due to lack of innovation then they are buying too quickly. The problem at apple is the management. Tim cook lack vision. The second problem is the market cap of 500 bln is based on 2 products which is very dangerous. Ex cash the p/e is less than 10 which might look cheap but it is based on 2 products that could rapidly loose market share. The iPhone looks old. Soon your iPhone will be your credit card but I don't think the I watch will be a hit but a flop. second Tim cook probably should be made redundant but before that happen the stock will be much lower. This year the new iPhone will be bigger but maybe the cost will increase and the margin might decrease
    Feb 4, 2014. 08:53 AM | Likes Like |Link to Comment
  • Look At Fuel Cell Energy To Take Advantage Of The Energy Revolution [View article]
    so if I was a long time shareholder and I had been waiting for this company to turn around and If I really believed in them I would add to my position above 2 usd close and then wait for the magic to happen.
    Dec 4, 2013. 01:18 PM | Likes Like |Link to Comment
  • Look At Fuel Cell Energy To Take Advantage Of The Energy Revolution [View article]
    but if we break 2 then we started the uptrend and the stock is officially in a bull market between 1 and 2 it is a range but when it trades above 2 then you know it will go up for a long time until then it is more noise . nevertheless on a break to 1.6 it might accelerate quickly to 2 then it might go back down or not depending on the business.
    Dec 4, 2013. 01:16 PM | Likes Like |Link to Comment
  • Look At Fuel Cell Energy To Take Advantage Of The Energy Revolution [View article]
    also I bought such large stake as I don t believe there is any major downside. I am just concerned the company loose out against the bloom and other but it feels fcel technology overall is about to start being implemented in a really exponential way. the potential is possibly about to open and the chart technical are showing it.. IF we break 1.6 it should really start moving up fast..
    Dec 4, 2013. 01:09 PM | Likes Like |Link to Comment
  • Look At Fuel Cell Energy To Take Advantage Of The Energy Revolution [View article]
    i took such large position because i feel the story is about to begin and technicly the chart looks appealing. i feel things are about to accelerate . i always take very large poistion when i feel things are about to really move. i was long 2mln shares of drys in september. in november last year i was long 1mln rimm now bbry. but the difference here with my other position in general i can get out over the day. in fcel i can not as i would destroy the stock. i believe this is the time it is about to explode . also the ceo bought 800 000 shares couple of quarter ago whcih gives me some kind of confidence. let s see. i might add if we close above 1.6
    Dec 4, 2013. 12:55 PM | 1 Like Like |Link to Comment
  • Look At Fuel Cell Energy To Take Advantage Of The Energy Revolution [View article]
    It is a question of supply. When the people long convertible are done hedging by shorting the stock which turn the convertible into a bond then I don't think there will be more supply. It creates a bid lower as they probably look to cover lower to increase the yield to short again when I goes back up. I believe if we go above 1.6 the stock price will accelerate. The difference between plug and fcel is liquidity. Fcel is quite liquid and you not can move the stock like plug. So plug tend to be more volatile.
    Dec 4, 2013. 10:59 AM | Likes Like |Link to Comment
  • Look At Fuel Cell Energy To Take Advantage Of The Energy Revolution [View article]
    For sure, it is due to the convertible. Everytime stock goes at 1.5 it is sold then supported lower. Nothing to do with people bearish the company. 12 pct is equal to the convertible. Nobody spoke about fcel before on sa because there was nothing to discuss about as you all can see from the share price. Now might he the time. I think the CEO should look at bloom packaging and bloom website to make there products more sexy.
    Dec 3, 2013. 06:05 PM | Likes Like |Link to Comment
  • Look At Fuel Cell Energy To Take Advantage Of The Energy Revolution [View article]
    It seems that bloom energy is doing a great job. They seem to win a lot of contract. Why is bloom doing so well
    Dec 2, 2013. 08:25 PM | Likes Like |Link to Comment
  • Look At Fuel Cell Energy To Take Advantage Of The Energy Revolution [View article]
    I am long just under 3.5 mln shares that I have been accumulating over last couple of quarters. But I have a feeling the earning report will not be as bright as what I have been reading. I feel fcel has a lot of potential but something is not yet ready yet. I hope I am wrong. It feels like shareholders are overly optimistic while we are still far out of the wood. I hope this quarter will not be disappointing but the beginning of the revolution. Let's not forget the Ge and united technology of this world who have far more cash available to develop technology when the market wakes up if it does wake up. Anyway I am slightly disappointed at the share price action and this is maybe why I am sharing my concern. What is clear if fcel and fcel technology get implemented then the share will go up dramatically from here which makes it an interesting investment. Also the fact that they might become cash flow positive makes long this stock at one usd kind of a leap option with no time decay and no need of dilution. Interesting time
    Dec 2, 2013. 03:28 PM | 1 Like Like |Link to Comment
  • Wall Street Doesn't Understand Bitcoin Yet, But It Will [View article]
    how do you buy bitcoin
    Nov 27, 2013. 02:16 AM | Likes Like |Link to Comment
  • BlackBerry Strikes Back [View article]
    what a disaster , what a useless management, what a pity . what a destruction. the company is not selling any phone anymore. the sales are falling off a cliff. i have never seen something like this. Disgraceful. Poor workers there who are fired when management should have been fired a long time ago. Just unbelievable
    Oct 15, 2013. 03:22 PM | 2 Likes Like |Link to Comment
  • BlackBerry Strikes Back [View article]
    this add is another stupid move. they are so desperate and sales are gone . the management lost it all. they are not selling any phones and they killed any chance of turnaround . i have never seen such destruction and poor management. unbelievable. i was long huge just few month ago and thanks God i got out of it
    Oct 15, 2013. 03:20 PM | Likes Like |Link to Comment
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