Jackpot! One quarter of cash left, dilutive offering coming shortly and a massive restructure that will wipe out shareholder equity by the end of the year. Nice call.....
Where Are Emcore's Commercial-Sized Orders? [View article]
icarus.. And how is Andrew's commentary any different than most of the posts on this site? The only difference is he is short the stock rather than long it. So it is ok to be a cheerleader, but not a critical thinker? Judge all posts on this site, long or short, on the merrits of the analysis.
Sigma Earnings Analysis: Shorts Should Soon Have to Cover [View article]
Michael... as you said in your "analysis" you should leave the research to the professionals. Please come back with an analysis of the competitive dynamics and ASP trends before you come up with pie in the sky revenue estimates. There is a reason this stock is heavily shorted. Look at the history of other single application semiconductor stocks like SIRF, TRID, GNSS, SGTL. All had big market share of rapidly growing markets. HAD being the operative word....
Fuel Tech, or 'Fool's Tech'? Valuation Suggests the Latter [View article]
How is his opinion any less credible than someone who is LONG the stock. By your logic, all supportive articles are equally as biased and written ONLY to support the various author's LONG positions. How about refuting the story with facts and logic instead of rhetoric? Whatever.
Is Microvision Ready For a Big Fall? [View article]
Woodshed, Since I am not connected in to the Institutional market the way you are, it is tough for me to comment on their demand for shares of MVIS. On the warrants not being called though, given the Company has less than 6 months of cash left, and will be burning significant ammounts for the rest of the year, not calling them and getting the cash would be rather stupid.
Since you are an expert on the Company and its technology, I am curious why you didn't address the larger point of the post: the questionable nature of its products and the real end demand if a product could ever be produced. With a fully-diluted market cap approaching $400M, MVIS is closing in on the Enterprise Value of COHR, the largest and most profitable laser company in the world. So what justifies this lofty valuation? Symbol, now part of MOT, had a laser projector for sale in 2002. Laser Power (bought by IIVI) showed a laser projector in the 90's. Silicon Light Machines (now part of CY) was working with Sony on a laser projector for many years. INFS, at one time the largest projector company in the world, had several laser and LED based projects that never made it out of the lab.. Please help me understand how MVIS, a much smaller company with far less resources, is going to succeed with a product that so far, no one seems to want.
Syntax-Brillian: The Bears' Latest Folly? [View article]
nice call Mark... dndn, jsda, now brlc.... Yeah those stupid Bears NEVER do research... unlike momentum investors... I like this idea of short squeezes.. any other names you would care to share with us????
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Where Are Emcore's Commercial-Sized Orders? [View article]
Sigma Earnings Analysis: Shorts Should Soon Have to Cover [View article]
There is a reason this stock is heavily shorted. Look at the history of other single application semiconductor stocks like SIRF, TRID, GNSS, SGTL. All had big market share of rapidly growing markets. HAD being the operative word....
Fuel Tech, or 'Fool's Tech'? Valuation Suggests the Latter [View article]
How about refuting the story with facts and logic instead of rhetoric?
Whatever.
Syntax Brillian: Where Have All The Bulls Gone? [View article]
Or, why were the only TV ads I saw on ESPN's Monday Night Football for VIZIO TV's?
Is Microvision Ready For a Big Fall? [View article]
Since I am not connected in to the Institutional market the way you are, it is tough for me to comment on their demand for shares of MVIS. On the warrants not being called though, given the Company has less than 6 months of cash left, and will be burning significant ammounts for the rest of the year, not calling them and getting the cash would be rather stupid.
Since you are an expert on the Company and its technology, I am curious why you didn't address the larger point of the post: the questionable nature of its products and the real end demand if a product could ever be produced. With a fully-diluted market cap approaching $400M, MVIS is closing in on the Enterprise Value of COHR, the largest and most profitable laser company in the world. So what justifies this lofty valuation? Symbol, now part of MOT, had a laser projector for sale in 2002. Laser Power (bought by IIVI) showed a laser projector in the 90's. Silicon Light Machines (now part of CY) was working with Sony on a laser projector for many years. INFS, at one time the largest projector company in the world, had several laser and LED based projects that never made it out of the lab.. Please help me understand how MVIS, a much smaller company with far less resources, is going to succeed with a product that so far, no one seems to want.
Syntax-Brillian: The Bears' Latest Folly? [View article]