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2017 Trading Thread 2017 Trading Thread

09-18-2017 , 12:48 PM
Experts concur that blockchain tech is what the future of business is built on. IBM is the clear leader of industrialized blockchain technology, and it's positioned to be their AWS in the years to come. And yet it barely moves... They need new, younger, fresher leadership that can move the meter.
09-18-2017 , 02:14 PM
Bought trucker SAIA at open
09-18-2017 , 04:06 PM
Quote:
Originally Posted by rafiki
Long NAL.TO from 70 cents. tight stop. If oil rallies this is where I wanna be. Hopefully shorts start covering soon. They feasted.
.84 cents now and I added more today. This one I need to **** slowly and satisfyingly. Short float is fierce too so the best hopefully is still coming.
09-18-2017 , 09:51 PM
Quote:
Originally Posted by wopbabalubop
..
X is twerking on trend support again. I sold it near the top. I'm stalking it here again along w/ SUNW.
09-18-2017 , 11:04 PM
Any of you ever see a 12 month chart like UBNT?

First I ever see that shape.

edit: Ahhh they got Citron'd http://www.citronresearch.com/citron...uiti-networks/
09-18-2017 , 11:33 PM
Yea Citron posted a couple times now. Company is dog ****
09-19-2017 , 07:01 AM
Reading over the Citron report though is kind of lol. I'm trying to figure out if they've actually "revealed" anything. As Citron's go it's a bit light.

Their response: buy back 100m in stock https://stocknews.com/news/ubnt-adds...chase-program/
09-19-2017 , 07:55 AM
For a fraudulent company Ubiquiti makes some ridiculously good products. Left is a joke.
09-19-2017 , 08:06 AM
Ya was gonna say, I own 3 of their products. All pretty good.
09-19-2017 , 08:24 AM
Bought a bit pre-market here 52.08, half position. I dunno, I can't find sufficient substance to really worry about. I mean these guys did try this with Nvidia, lol
09-19-2017 , 09:49 AM
AXON - up again because no news is good news. Tempted to take what I can get here, but the little voice says let it ride.
09-19-2017 , 09:59 AM
moved up UBNT stop. Don't wanna be left holding my dick if she rolls here.

edit: stopped out 51.85. Well not too painful. I think bulls have more pain coming.

Last edited by rafiki; 09-19-2017 at 10:04 AM.
09-19-2017 , 10:45 AM
AXON calls are ridiculous
09-19-2017 , 03:34 PM
So who's calling what for the FED tomorrow?
09-19-2017 , 03:47 PM
just came to ask if all news will be good news or is there a small chance for a dip to buy?
09-19-2017 , 07:57 PM
AXON - pump-pump it up
09-20-2017 , 09:37 AM
CAG entering the target zone
09-20-2017 , 10:19 AM
Hey is Barrons any good? Have an article I'd like to read, wonder how the value of the rest is?
09-20-2017 , 10:42 AM
Quote:
Originally Posted by rafiki
Hey is Barrons any good? Have an article I'd like to read, wonder how the value of the rest is?
It's not worth it.

However, for the US Edition, google the title of the article and then the first link should bypass the paywall.
09-20-2017 , 10:49 AM
Sweet thanks. Yeah I read the whole thing by following another link. Lol that paywall.

was reading about the mechanism behind the dramatic drop in Trivago. Amounts to Priceline not buying nearly as many ads as before. Was trying to figure out how to fairly value them with almost no growth prospects but a healthy balance sheet. Decided to hold off for now.
09-20-2017 , 11:24 AM
Rafiki, since you seem to know a lot about it, thoughts on NTS.V? Like the idea and see some catalysts in India/"Asian country" contracts but seems like they're running into some product issues that are taking far longer than expected to iron out. Had a pop a recently but not sure what to make of it. Also, what's with the tactical training business? Seems like two pretty random business lines to combine?
09-20-2017 , 11:53 AM
Quote:
Originally Posted by rafiki
Hey is Barrons any good? Have an article I'd like to read, wonder how the value of the rest is?
A number of Barrons articles are market moving, they're fairly well regarded. Reasonable quality overall.
09-20-2017 , 12:51 PM
Quote:
Originally Posted by curlyface
Rafiki, since you seem to know a lot about it, thoughts on NTS.V? Like the idea and see some catalysts in India/"Asian country" contracts but seems like they're running into some product issues that are taking far longer than expected to iron out. Had a pop a recently but not sure what to make of it. Also, what's with the tactical training business? Seems like two pretty random business lines to combine?
I wouldn't really look for more confirmation than what Ahnuld has already revealed in here plus the charts. Commercials met with them, loved the story, volume opens wide up and we've been running ever since. Institutions who could have sold their 1.30's have not. On the short term there's no real reason to expect a big beat on earnings now as it's most likely priced in. So if you're asking this as a trader, I don't really know what to tell you, probably a bit more upside. If you're asking as an investor then almost all of the growth is ahead.

Tactical is moot and next call we probably find out it's done (which is good).

The Chinese issue lies more with how the bank note is produced than anything else. China wanted an exact duplicate despite it being different tech. The tech is implemented in the Chinese bank note presses, and you can't just turn them off according to Doug. So you get small windows to try your interative test and if it fails, you're back to the drawing board until the next time the presses are off. My guess is it's either this call or the next that they announce it's printing and then they're gold for 5 years+. And since they're finally cash-flow positive, frankly I don't really care if we get the good news this Q, the next, or even the one after.

I think the only interesting question with them now is what happens once they double revenues twice from here (as they've predicted). Where is their next growth story? They'll have something like 5 countries from the G20 and the Euro and probably the World Cup as high profile clients to back their tech (and I believe they'd be a historic first penetrating into China). The ones who gave them initial deals probably have no reason to not expand those. But beyond bank notes and tax stamps where's the next breakthrough? I don't know. Pharmaceuticals would be nice, far nicer than luxury goods based on the number of units out there. I've also never sat and done the circulation numbers for bank notes, and what a realistic ceiling is for their market share of it. Maybe that alone is enough to multi-bag.
09-20-2017 , 01:26 PM
Quote:
Originally Posted by rafiki
I wouldn't really look for more confirmation than what Ahnuld has already revealed in here plus the charts. Commercials met with them, loved the story, volume opens wide up and we've been running ever since. Institutions who could have sold their 1.30's have not. On the short term there's no real reason to expect a big beat on earnings now as it's most likely priced in. So if you're asking this as a trader, I don't really know what to tell you, probably a bit more upside. If you're asking as an investor then almost all of the growth is ahead.

Tactical is moot and next call we probably find out it's done (which is good).

The Chinese issue lies more with how the bank note is produced than anything else. China wanted an exact duplicate despite it being different tech. The tech is implemented in the Chinese bank note presses, and you can't just turn them off according to Doug. So you get small windows to try your interative test and if it fails, you're back to the drawing board until the next time the presses are off. My guess is it's either this call or the next that they announce it's printing and then they're gold for 5 years+. And since they're finally cash-flow positive, frankly I don't really care if we get the good news this Q, the next, or even the one after.

I think the only interesting question with them now is what happens once they double revenues twice from here (as they've predicted). Where is their next growth story? They'll have something like 5 countries from the G20 and the Euro and probably the World Cup as high profile clients to back their tech (and I believe they'd be a historic first penetrating into China). The ones who gave them initial deals probably have no reason to not expand those. But beyond bank notes and tax stamps where's the next breakthrough? I don't know. Pharmaceuticals would be nice, far nicer than luxury goods based on the number of units out there. I've also never sat and done the circulation numbers for bank notes, and what a realistic ceiling is for their market share of it. Maybe that alone is enough to multi-bag.
Thanks for the thorough response, very much appreciated. Going to do some digging and speak to IR later on today. Think this is a great story with significant upside.
09-20-2017 , 01:47 PM
I think best thing to do with NTS is understand the tech and the revenue cycles. Because it takes so long for them to get paid and they can reveal so little about their business, I think the price gets depressed quite a bit. What I like is that the management team is improving every quarter, you can feel it on the call (they were pretty green when I entered). Last call they mentioned that their rep is big enough that people are coming to them as opposed to the other way around. With a small company with few sales reps, that's huge. And the management team is the opposite of slimy. Seem like very genuine dudes.

      
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