Q'd to CEO Guptka for tomorrow AM
I think you'all are gonna be somewhat disapointed trying to get thru on the CC tomorrow but for those who are retail investors here is some suggestions to get thru to the floor.
Whenever I have gotten thru and been put into the phone que to answer a question to a company presenting when asked what financial insitution I represented-make sure to come up with an answer vs just stating your investor...when asked I replied."Mr R......T...... with Shawshank Financial Holdings" and the moderator put me thru and said to the company rep speaking..."our next call is from Mr _____ _____ of Shawshank Financial Holdings go ahead Mr _____ ____ the floor is yours"
But FWIW Guptka is going to give thorough guidance tomorrow and answer in his presentation just about every investor question I have seen being discussed here.... and the two or three covering houses will be active tomorrow in Q and A...one who is the lead finanical manager on things...will be asking multiple questions with one or two parts as followups to each one...it will be a very bullish CC tomorrow fwiw imo...and why not!
Following the CC there could be a new 12mth PPS target and a change in the analyst valuation model for TNG going forward possibly out by weeks end...of a positive origin...but I think it would go to the private client list before being publicy accessible following that.
I don't spend to much time myself analyzing and over analyzing the minutae-I am more prone to big picture thinking-and analyze more sector positioning-growth trends-consumer and end user patterns...where a market is going as in the next movers-not where it is and who the present known players are-what will it take to change the status quo and is a value proposition of a company and the people behind it...compelling to the point of capturing market share from the status quo-and driving virgin market share to it at the same time...making it or challenging in the process to become the next defact standard within the sector it plays in...itself.
Revolutionary change vs evolutionary and Exponential ROI vs Incremental.
May we all...as in finding TNG...be so bleeping lucky!
Nite Nite ALL!!
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