Post by
31Floors on Apr 11, 2014 10:10am
Current presentation
On yesterday's sell off I can't think of anything other than semi conductor weakness. Then I think of the pathetic voliumes that can move this co's stock. Revisited my personal investment thesis for what that's worth and I like, like it a lot.
this presentation should soon be obsolete w the announcements made at nab?
fav pages are the chart from gmp (p 26?) on 14 being the Beginning of the new products cycle sales ramp, pie charts on sales segments (lotsa diversification coming at you imminently), key financial metrics like $36m cash and no debt. The slate is clean ready for April 15 when we should hear many positives. At $1.90 I think this is an excellent buy. Jmo and dyodd.
Comment by
tarnoir on Apr 11, 2014 10:58am
If you think $1.90 is a buy, how about $1.70 b/c that's where we are at. There must be something material happening with this stock. Management should respond - irresponsible for them not to say "all is well". Is it the lawsuit?
Comment by
bankerboy28 on Apr 11, 2014 11:19am
It must be something...this stock has been fallling like a rock and there is always a reason....inventory problem or legal decision against them and for a company this size a legal decision can have a major impact for the company....BB28