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cn_habs

cn_habs
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  • BlackBerry (BBRY -3.8%) slumps following the WSJ's report about additional layoffs, and another bearish note from Pac Crest's James Faucette (previous). Faucette says checks indicate first-week U.K. sales of the mid-range Q5 may have only amounted to 10K-15K, well below the ~50K estimated for the Z10. U.K. carriers Orange and T-Mobile began taking Q5 pre-orders four weeks ago. [View news story]
    I wish I had sold my shares prior to the June 28th earnings. There's one way BBRY is heading towards....downwards.
    Jul 10 12:18 PM | 1 Like Like |Link to Comment
  • Pictures of BlackBerry's (BBRY) next Bold phone, the 9720, have leaked. The phone will run on BB7 rather than BB10, and appears to back up the company's promise to launch BB7 phones in order to address lower price points. BlackBerry received an upgrade today from Canada's Desjardins Group, and a bullish coverage launch from ACI Research, but shares nonetheless closed unchanged. [View news story]
    This new device doesn't look good nor "new" compared with the old BB7 models. I am glad I cut my losses before it's too late.
    Jul 8 07:20 PM | 1 Like Like |Link to Comment
  • Barrick Gold: Is Pascua-Lama A Company Breaker? [View article]
    You rephrase the same line over and over again and contribute nothing to the discussion. FYI, I dont even own ABX.
    Jul 7 11:23 AM | Likes Like |Link to Comment
  • Barrick Gold: Is Pascua-Lama A Company Breaker? [View article]
    Jordan Lopehandia is literally spamming here and probably shorting the stock. Reported.
    Jul 5 06:49 PM | Likes Like |Link to Comment
  • Barrick Gold: Is Pascua-Lama A Company Breaker? [View article]
    Damn how did its total debt double from 2010 to 2011?
    Jul 5 02:28 PM | Likes Like |Link to Comment
  • Barrick Gold: Is Pascua-Lama A Company Breaker? [View article]
    Do you have a link detailing its debt levels?
    Jul 5 12:52 PM | Likes Like |Link to Comment
  • BlackBerry Earnings Are A Bust [View article]
    Buyout is unlikely: http://huff.to/18kz0Bk
    Jun 28 10:31 AM | Likes Like |Link to Comment
  • BlackBerry Earnings Are A Bust [View article]
    I cut my losses in the premarket and would advise any other bull to not get overly emotional or attached to this stock.
    Jun 28 10:11 AM | 3 Likes Like |Link to Comment
  • BlackBerry Earnings Are A Bust [View article]
    I was a strong bull till this morning but with BOTH the subscriber base and gross margins down, it's most likely game over unless a strategic partnership is formed with another major player like Lenovo. The Canadian government had already ruled out any possibility of foreign ownership months ago.
    Jun 28 10:09 AM | 3 Likes Like |Link to Comment
  • BlackBerry Earnings Are A Bust [View article]
    The Canadian government had already come out and said that it won't accept any foreign ownership. A strategic partnership is truly the last hope with the subscriber base and gross margins down.
    Jun 28 10:06 AM | Likes Like |Link to Comment
  • BlackBerry (BBRY -26%) states on its FQ1 call BB10 phones made up 40% of the quarter's smartphone sales. That implies ~2.7M shipments, below a consensus of 3M+ (had risen in recent weeks). BlackBerry subs totaled 72M, -4M Q/Q. Total smartphone shipments +13% Q/Q and -13% Y/Y. 71% of revenue came from hardware, 26% from services, and 3% from software/other. That's a major shift from FQ4's 61%/36%/3%, and suggests service fee cuts and sub losses took a toll. They also affected gross margin, which fell 620 bps Q/Q to 33.9% after rising 970 bps in FQ4; it was still up 590 bps Y/Y. Opex -15% Y/Y to $1.21B thanks to last year's job cuts, but +11% Q/Q thanks to higher marketing spend. (PR) (previous: I, II) [View news story]
    So subscriber base is down and so are the gross margins and service fees.

    I was a strong bull till earlier this morning and decided to sell at a loss. The only thing which can save it at this point is some major partnership with Lenovo or investment by Ichan, etc.

    Having a great product doesn't automatically mean people will buy it. Lesson learned.
    Jun 28 10:01 AM | 4 Likes Like |Link to Comment
  • BlackBerry (BBRY): FQ1 EPS of -$0.13 misses by $0.20. Revenue of $3.1B misses by $0.26B. (PR[View news story]
    Exactly! They failed to create any marketing hype for their BB10 devices so
    Jun 28 09:11 AM | Likes Like |Link to Comment
  • BlackBerry (BBRY): FQ1 EPS of -$0.13 misses by $0.20. Revenue of $3.1B misses by $0.26B. (PR[View news story]
    The EPS would have still been -$0.03 had the Venezuelan currency loss. How did that have so much impact anyway?
    Jun 28 08:00 AM | Likes Like |Link to Comment
  • BlackBerry: The Bear Case, The Bull Case And My Case [View article]
    Those bearish analysts aren't that dumb just greedy bastards with their own agendas.
    Jun 27 03:36 PM | Likes Like |Link to Comment
  • BlackBerry (BBRY +2.8%) rallies on a down day after several analysts forecast the company will top an FQ1 EPS consensus of $0.06 when it reports on Friday, but reiterate neutral ratings. UBS (Neutral and $0.10 forecast) expects FQ1 BB10 shipments to total 3.7M with the help of channel fill (echoes of BMO). William Blair (Market Perform and $0.13) forecasts 3.3M BB10 sales thanks to "pent-up demand" from BlackBerry's base, but also says "checks suggest BlackBerry remains an afterthought in most stores." Goldman (Neutral and $0.16) forecasts 3.5M BB10 sales thanks to "a good start" for the Q10, but is "well below consensus" starting in FQ3. [View news story]
    I guess only the big players will decide its faith to answer to your question. I too fear for a repeat of last ER.
    Jun 25 01:38 AM | Likes Like |Link to Comment
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