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Bullboard Post History

by goindwn

T.BB

RE:RE:RE:RE:RE:RE:RE:RE:RE:BlackBerry's deal with BLU

Yasch - My sentiment as well.  We have been on a two-week blitz of...

October 13, 2017

T.BB

RE:RE:RE:BlackBerry's deal with BLU

"If BB can now extend the deal with BLU to other OEMs making Android...

October 12, 2017

T.BB

RE:BlackBerry's deal with BLU

"The deal between BlackBerry and BLU was likely secured prior to a July...

October 12, 2017

T.BB

RE:Rough sum-of-parts valuation of BlackBerry: $16.46/share

A good post to keep for future reference and one that I will give some...

August 8, 2017

T.BB

Meandering Thoughts as I Watch TWLO

I was checking out TWLO today and deliberating on their breakout quarter...

August 8, 2017

T.BB

RE:How I think John Chen thinks (Art of War): Part 3

Nice overview.  Here is what I think needs to happen in each category...

August 1, 2017

T.BB

RE:RE:Some Perspective

"How can the upside be significant if by your own words you state...

June 23, 2017

T.BB

Some Perspective

I believe we now have excellent visibility on the turnaround and understand...

June 23, 2017

T.BB

RE:RE:RE:BlackBerry Aurora expectation

Yasch,  in a further attempt to moderate expectation going into Friday: ...

June 20, 2017

T.BB

RE:RE:RE:RE:RE:RE:RE:EPS & Revenue numbers for this Friday

"Your modelling of SW&Services revenue can be whatever you want it...

June 19, 2017

T.BB

RE:RE:RE:RE:RE:EPS & Revenue numbers for this Friday

"IF Chen makes it clear that S&S grew from $166m in Q1/17 to $189m...

June 19, 2017

T.BB

Short thesis: the abbreviated version.

Q1 2017 software and services revenue: $166M Q4 2017 software and servces...

June 19, 2017

T.BB

RE:RE:RE:EPS & Revenue numbers for this Friday

Yasch, Total revenue for Q1 2017 (4 quarters ago) was $424M comprised of the...

June 19, 2017

T.BB

RE:Yes, big shorts on BB either bat-sh!t crazy or big b@lled

Largely agree with your hypothesis that there are many things for the shorts...

June 19, 2017

T.BB

Premature to declare victory over shorts.

As pointed out earlier, the street will by disecting the S&S number and...

June 19, 2017

T.BB

RE:EPS & Revenue numbers for this Friday

From the Q4 2017 call company guidance was as follows:   “After...

June 19, 2017

T.BB

RBC on this Q

I thought RBC's note today was pretty fair.  They highlight that...

June 15, 2017

T.BB

RE:RE:RE:Software growth. Interesting issues, Pt. 2

"It's also a fascinating story because Chen and his team have thrown...

May 5, 2017

T.BB

RE:Software growth. Interesting issues, Pt. 2

Two very balanced posts.  Thanks Yasch. I for one believe that in two...

May 5, 2017

T.BB

RE:Reprise: Mid-Range Catalysts for BlackBerry

'SW&Services in FY/17 was $687 million. Add 15% = $790.5m' &...

May 1, 2017

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