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LYogi

LYogi
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  • FuelCell rally runs out of energy, as Toyota exec cites heavy expense [View news story]
    Most ridiculous and erroneous SA news flash I have ever read.
    Aug 20 07:18 PM | 2 Likes Like |Link to Comment
  • BlackBerry Passport: No Killer App, Investors Lose [View article]
    @David

    I am 100% sincere, I can't wait to get my hands on it.
    Aug 19 10:47 PM | 2 Likes Like |Link to Comment
  • BlackBerry Passport: No Killer App, Investors Lose [View article]
    It's a rather beautiful device if I do say so myself:

    http://bit.ly/1qbSqwh
    Aug 18 08:29 PM | 3 Likes Like |Link to Comment
  • BlackBerry Passport: No Killer App, Investors Lose [View article]
    The killer app is cognitive in nature.

    The wider screen allows you to read more at a time without having to constantly keep scrolling scrolling scrolling down....

    it's going to turn, and then heal, quite a few heads.

    Bullish l

    Also see:

    http://bit.ly/1oUpGXo
    Aug 18 04:14 PM | 5 Likes Like |Link to Comment
  • Ballard Power's Long March Toward Profitability [View article]
    I guess you haven't listened to the past two conference calls where it was indicated that 2014 revenue is strongly backloaded and that there is a backlog of orders.

    Also, any of the deals with the automakers (who are much more than 'playing' at making hydrogen fuel cells, see: http://bit.ly/1oUq1JF) or a deal with Azure in China or widespread adoption of their hydrogen fuel cell backup power for telecom and BOOM GOES THE DYNAMITE.
    Aug 18 11:09 AM | 4 Likes Like |Link to Comment
  • A Look At The Key Challenges For BlackBerry's Software Business [View article]
    by the time you are shown the money the stock will be trading much much higher and so you'll have lost on on the lion's share of the growth.
    Aug 16 10:00 PM | Likes Like |Link to Comment
  • An Asset-Based Valuation Of BlackBerry [View article]
    A hit would be that the passport makes money and is adopted by enterprise as an integral part of secured end-to-end communication that only is possible between a BB handset and BES10/12.

    The money losing aspect to BB's business model was farmed out to Foxconn to produce and manage inventory with no risk to BB.

    Revenue will increase via BES12 licences, handset sales of the Classic, Z30, Passport, etc along with Chen's state mission to manage the trillions of transactions in the IOTs.

    eBBM will also draw in revenue in regulated industries.

    The company's downsizing is complete and they are now a lean-mean-machine!
    Aug 16 04:14 PM | 2 Likes Like |Link to Comment
  • An Asset-Based Valuation Of BlackBerry [View article]
    BB doesn't need to capture the consumer market for the passport (and profitability) to be a success.

    There are enough enterprise users who will see the advantages of being able to read on a wider screen and have the benefits of a tactile, yet touch-sensitive keyboard for the passport to be a hit. (relatively-speaking)
    Aug 16 12:24 PM | 3 Likes Like |Link to Comment
  • A Look At The Key Challenges For BlackBerry's Software Business [View article]
    Z10 over here also waiting for the passport and holding 23,000 minus shares ;)
    Aug 14 05:40 PM | 5 Likes Like |Link to Comment
  • Update: Plug Power Earnings [View article]
    yes and RADHYE is being generous with his 5 year timeframe, mostly likely 7-10 years away and by then BLDP will have lapped them again.
    Aug 14 04:22 PM | Likes Like |Link to Comment
  • Update: Plug Power Earnings [View article]
    ha that's what you think!

    ReliOn is small potatoes and their tech can't possibly be used in Plug's main business...PLUG needs BLDP badly.
    Aug 14 03:02 PM | Likes Like |Link to Comment
  • Update: Plug Power Earnings [View article]
    and to think that Ballard basically supplies PLUG with the most vital components and that BLDP is in all of those fields you mentioned plus backup telecom power, off-grid generation in rural areas, mass transit, aerospace...

    wowsa
    Aug 14 02:20 PM | Likes Like |Link to Comment
  • Update: Plug Power Earnings [View article]
    Bingo!
    Aug 14 02:18 PM | Likes Like |Link to Comment
  • Apple roundup: Chinese government, schools, UBS estimates [View news story]
    yep, Howard Marks said it best:


    The discipline that is most important is not accounting or eco-
    nomics, but psychology.

    The key is who likes the investment now and who doesn’t.
    Future price changes will be determined by whether it comes to
    be liked by more people or fewer people in the future.

    Investing is a popularity contest, and the most dangerous thing
    is to buy something at the peak of its popularity. At that point, all
    favorable facts and opinions are already factored into its price,
    and no new buyers are left to emerge.

    The safest and most potentially profitable thing is to buy some-
    thing when no one likes it. Given time, its popularity, and thus its
    price, can only go one way: up.

    “RANDOM THOUGHTS ON THE IDENTIFICATION OF INVESTMENT

    OPPORTUNITIES,” JANUARY 24, 1994
    Aug 6 11:48 PM | Likes Like |Link to Comment
  • BlackBerry: It's Good To Be Canadian [View article]
    This gem of wisdom from Howard Marks explains with crystal clarity why the trade is now long BB and short AAPL:


    The discipline that is most important is not accounting or eco-
    nomics, but psychology.

    The key is who likes the investment now and who doesn’t.
    Future price changes will be determined by whether it comes to
    be liked by more people or fewer people in the future.

    Investing is a popularity contest, and the most dangerous thing
    is to buy something at the peak of its popularity. At that point, all
    favorable facts and opinions are already factored into its price,
    and no new buyers are left to emerge.

    The safest and most potentially profitable thing is to buy some-
    thing when no one likes it. Given time, its popularity, and thus its
    price, can only go one way: up.

    “RANDOM THOUGHTS ON THE IDENTIFICATION OF INVESTMENT

    OPPORTUNITIES,” JANUARY 24, 1994
    Aug 6 11:40 PM | 2 Likes Like |Link to Comment
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