|
Post by JHam on Jan 6, 2021 1:17:17 GMT
Yeah, I am referring to after COVID had an impact on everything. Ever since we entered this new world it seems normal drivers such as great ERs etc...don't have the impact. That is, unless they are COVID-oriented. I hope you are right and the market reacts positively to what should be pretty good Q4 earnings. This COVID world is temporary anyway, we just have to be patient. I definitely don't want this to be a pump and dump stock either. The first for bullet points are items that should have a long lasting positive impact (AWS certification/dev kit launch, COVID-19 device, Samsung Foundry deal, smartphone launches.) Ah okay. F. e. SIF shot up 100% after last ER and also EDRY back in Nov. Just two examples. I believe that strong ERs are still major catalysts, even in this crazy covid world. I would take of course any news if it can lift QUIK substantially higher. Well not to belabor the point, EDRY falls under the COVID-related category, imo. But we’ll see, I hope you are right and the market is not just very short term thinking right now. Nice action today on big volume. Glad to see it get back over $4 again and would love to see it go on another January run past $8.
|
|
|
Post by JHam on Jan 13, 2021 15:43:44 GMT
This has been showing some life again the last few days, but then fizzles out at the end of the day.
|
|
|
Post by JHam on Jan 15, 2021 15:18:58 GMT
Added some more today. The more I’ve read over there recent call transcript, the more I feel comfortable and excited parking money here for the long term.
|
|
|
Post by lcd on Jan 15, 2021 15:31:00 GMT
Pre-market it was up close to $5. Wish that had held into regular hours, but it has had a positive week for pricing. I have a pretty good sized position at $3.35 dating back to last August, but might add to it now.
|
|
|
Post by JHam on Jan 16, 2021 5:50:02 GMT
I just spent 45 minutes listening to the Needham presentation from 2 days ago. It made me want to pour every last penny into this one, lol. The next two years should be pretty phenomenal. They have literally countless ways in which they will realize new revenue, on top of the mature revenue that they already have (which will continue to expand). Definitely worth a listen: wsw.com/webcast/needham103/quik/2264604Some quotes from the call: "We are really going to start leveraging now the open source initiative with our IP licensing and make it a much more scalable business. So I think you’ll have some news coming soon on that."----- "We do feel like Q3 of 20’, so the last Q3, will be the revenue trough and it’s growth from there. Leading into what we believe will be a break even and profitability point in the second half of 2021."
----- (this was a really long one so I paraphrased most of it) Days before the Q4 call they got the hardware in for AWS certification. They had some issues with USB cables and power sequencing unrelated to their device, so they had to make some changes to the board. Still engaged with Amazon and “imminently in the process of being certified”.----- "Now back to the other questions around revenue trajectory. So I think, you know, we gave guidance on a quarterly basis, we gave an outlook for this year, that we would get to break even profitability at some point in the second half. If you look out beyond that, with these different initiatives, you know, again this is not guidance, but I could see this being you know $20 something million in a year, $50 something million in a few years from now. Well on our way, by the way, to a big percentage of that being IP licensing and SaaS component of revenue. Which I think again, great gross margin, sticky revenue, and high value revenue. And I think you’re going to start to see the stock actually getting rewarded for that in terms of the multiples that we’re getting on that kind of revenue. But that’s sort of what we’re looking at from a modeling point of view into the outgoing years. Again, driven from a lot of the scalability that we’re getting out of the open source, and the fact that we have such big partners really putting wind in our sales in this area."
----- There was a lot of talk about their collaboration with Google. There is a lot more to come there as they are really just scratching the surface.
|
|
|
Post by JHam on Jan 19, 2021 17:28:33 GMT
More solid action today. Nice to see this one finally start to wake up. Hoping that it’s setting up to have a CPSH run.
|
|
|
Post by magnus123 on Jan 25, 2021 21:46:26 GMT
We should publish some posts about QUIK on the infamous Wallstreetbets forum? All we need is some attention and QUIK will explode for whatever reason.
|
|
|
Post by JHam on Jan 26, 2021 14:42:06 GMT
Come on QUIK. What the heck is going on here?
|
|
|
Post by magnus123 on Jan 26, 2021 15:37:09 GMT
Come in QUIK. What the heck is going on here? 41.125 block order executed for $4.20 at market open...
|
|
|
Post by JHam on Jan 26, 2021 16:00:51 GMT
Come in QUIK. What the heck is going on here? 41.125 block order executed for $4.20 at market open... Thanks. I can’t look at level 2s but did notice the big volume right at the open. Hopefully they are done selling and take their profits to OBLG
|
|
|
Post by magnus123 on Jan 27, 2021 14:58:35 GMT
41.125 block order executed for $4.20 at market open... Thanks. I can’t look at level 2s but did notice the big volume right at the open. Hopefully they are done selling and take their profits to OBLG Possibly funds forced to liquidate long positions to avoid margin calls.
|
|
|
Post by JHam on Jan 27, 2021 15:09:22 GMT
Thanks. I can’t look at level 2s but did notice the big volume right at the open. Hopefully they are done selling and take their profits to OBLG Possibly funds forced to liquidate long positions to avoid margin calls. Possibly so. The volume isn't crazy, but someone is definitely slowly dumping.
|
|
|
Post by vzveteran on Jan 27, 2021 19:45:07 GMT
Possibly funds forced to liquidate long positions to avoid margin calls. Possibly so. The volume isn't crazy, but someone is definitely slowly dumping. Looks like the whole market is dumping. Everything I own is way red today! I think biden is doing too much too fast with his Executive Orders.
|
|
|
Post by selluwud on Jan 27, 2021 20:08:44 GMT
You can't have a capitalistic outcomes with socialist implementations nor can you have socialistic outcomes with capitalistic implementations. Name you poison because you can't have it both ways.
|
|
|
Post by magnus123 on Jan 27, 2021 20:10:43 GMT
Possibly so. The volume isn't crazy, but someone is definitely slowly dumping. Looks like the whole market is dumping. Everything I own is way red today! I think biden is doing too much too fast with his Executive Orders. Wouldn't be surprised if it's the overall short squeeze that is causing a long squeeze in a lot of funds (desperate need of cash). Maybe mixed with pessimism on the new policies?
|
|
|
Post by selluwud on Jan 27, 2021 20:13:59 GMT
Looks like the whole market is dumping. Everything I own is way red today! I think biden is doing too much too fast with his Executive Orders. Wouldn't be surprised if it's the overall short squeeze that is causing a long squeeze in a lot of funds (desperate need of cash). Maybe mixed with pessimism on the new policies? Hedge funds may be getting called on margins and dumping their inventory??? The squeeze took a lot funds out of the coffers.
|
|
|
Post by vzveteran on Jan 27, 2021 20:14:45 GMT
You can't have a capitalistic outcomes with socialist implementations nor can you have socialistic outcomes with capitalistic implementations. Name you poison because you can't have it both ways. That's why Biden is Implementing Socialist policies, for Socialist outcomes. That's the goal. Killing the keystone pipeline, ending ALL oil and gas leases on fed land, stopping construction on the wall, placing moratoriums on first world immigration, while simultaneously opening and increasing third world immigration. Wrongheaded imo.
|
|
|
Post by magnus123 on Jan 27, 2021 21:35:03 GMT
Guys, we have that in Germany for years now. Sad to see that the US is exactly turning into this way... The funny thing is: people still blame capitalism for the problems here. They don't understand that they are critisizing socialist policies in fact. I'm not optimistic about the upcoming years. I just hope that "progressive" democrats will not kill everything great.
|
|
|
Post by selluwud on Jan 27, 2021 22:47:23 GMT
Guys, we have that in Germany for years now. Sad to see that the US is exactly turning into this way... The funny thing is: people still blame capitalism for the problems here. They don't understand that they are critisizing socialist policies in fact. I'm not optimistic about the upcoming years. I just hope that "progressive" democrats will not kill everything great. I don't understand why Americans want to be like Europe, didn't the forefathers move here to get away from that part of the world anyway. It was as corrupt back then as it is now, the entrepreneurial spirit that formed this nation has been diluted and weakened to the point of being out numbered. Alas! Sorry for the ideological post, I'll stop now.
|
|
|
Post by JHam on Jan 28, 2021 3:23:37 GMT
The market has been overdue for a massive correction for a while, imo. No doubt today's climate plan announcement spooked the market. In the long run I think it could turn out being a net positive for the country, if done right. I've never really seen the downside getting off of fossil fuels to begin with. Even if one doesn't believe in or isn't worried about climate change, continuing to be dependent on fossil fuels is not sustainable in the long run, imo. Besides, like it or not, the ship has already sailed. The rest of the world has committed to switching to online streaming and the US is stuck with VHS (bad analogy).
I do agree though that in general there has got to be a balance. The agenda of the extreme sides of both parties is scary.
I'm going to stop here before I get too off-topic. It's a good discussion that I'm glad we're having, but maybe should be moved to The Sounding Board if we want to continue.
|
|