[cjcampbell]

IMO the EPS is not important for the company right now. The sales of BB10, BBOS, the loss of subscribers, play a bigger role. They need a good combination of those numbers to move the stock price higher.
If there is weakness in one of those variable the market will react with caution.

You may be right but a profitable company is an attractive company.

[Compaqee]

So I guess this is my take at what's going to happen tomorrow.

The SP probably going to dip to low 14's again.

Units sold will be in the 5+ Million region.

Cash around sub 1.5 Billion.

EPS in at $0.30.

First puzzle piece to the picture of that which is the BBRY comeback mural.

Cheers



P.S - I think if tomorrow's sales are in the 7-8+ Million region, we'll still see a dip tomorrow but next week S*** is going to hit the fan for shorts. Somebody is going to make a bee-line for the exit and........*POOF*, all hell breaks loose.

[cjcampbell]

So I guess this is my take at what's going to happen tomorrow.

The SP probably going to dip to low 14's again.

Units sold will be in the 5+ Million region.

Cash around 1 Billion.

EPS in at $0.30.

First puzzle piece to the picture of that which is the BBRY comeback mural.

Cheers



P.S - I think if tomorrow's sales are in the 7-8+ Million region, we'll still see a dip tomorrow but next week S*** is going to hit the fan for shorts. Somebody is going to make a bee-line for the exit and........*POOF*, all hell breaks loose.

Hold on... you think they will sit with 1 billion or add 1 billion? Either one of those is pretty out there so I am thinking that may be a typo?

[BThunderW]

Agreed. There's NO WAY that they'd be dipping into their cash reserves.

Hold on... you think they will sit with 1 billion or add 1 billion? Either one of those is pretty out there so I am thinking that may be a typo?

[Randeman]

On a slightly different topic, look what I found wandering around downtown Ottawa today. Went up and punched the furry one - thought it was a shart.


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[kfh227]

Does anyone really believe that BBRY could miss tomorrow??? I mean really???

I don't believe that I really do that bad of analysis. Not a chance.

I view worse case as meeting expectations.

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[q649]

We are very understanding and will forgive your absence. LoL

Good luck and best wishes.

If it's a boy call him "Barry" LoL

So Paula Dean walks into a bar...

[Compaqee]

Hold on... you think they will sit with 1 billion or add 1 billion? Either one of those is pretty out there so I am thinking that may be a typo?

Thanks for the point out. Definitely a typo - some where sub 1.5 billion given their marketing budget increase among what I figure others to ramp up operations. They're job openings are flourishing from what it was 6 months ago.

Thanks CJ!

[kfh227]

So I guess this is my take at what's going to happen tomorrow.

The SP probably going to dip to low 14's again.

Units sold will be in the 5+ Million region.

Cash around sub 1.5 Billion.

EPS in at $0.30.

First puzzle piece to the picture of that which is the BBRY comeback mural.

Cheers



P.S - I think if tomorrow's sales are in the 7-8+ Million region, we'll still see a dip tomorrow but next week S*** is going to hit the fan for shorts. Somebody is going to make a bee-line for the exit and........*POOF*, all hell breaks loose.

Cash to 1 billion?


Oh, never mind.


I see a 300 million cash burn as Ok but prefer cash to increase.

Posted via CB10

[sakin13]

I've never seen a day where we were red and all my calls were still green. People aren't phased at all by these bear "raids."

I don't want to sound like a wise *** but I am trading options for the past 5 years ( as in individual) on a daily basis and what I can tell you is that all kind of options are trading at a premium when an announcement is near especially ER. And even more so on stocks that have a heavy volume in options like bbry does.

As far as our beloved BlackBerry stock is concerned I would like to ask everyone to stay calm no matter what happens tomorrow.
Bb10 is just the new beginning we have a very long way to go... don't get too excited or too frustrated tomorrow. we are on just the first leg of a very long race!
Brace for lift off!! ( I hope...)

Good night everyone!


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[cjcampbell]

Thanks for the point out. Definitely a typo - some where sub 1.5 billion given their marketing budget increase among what I figure others to ramp up operations. They're job openings are flourishing from what it was 6 months ago.

Thanks CJ!

No worries but I think you're still way off. Even with a 50% increase in advertising and hiring, there's still no way they'd burn through close to 1.5 billion in cash. I say worst case scenario is an even cash float over last er.

[q649]

Unsupported Browser

BBQ10 and Z10 outselling many Iphones and Samsungs @ t mobile online! Be sure to sort it by best seller and check out page 2

Not sure it's working properly. Sorting by bestsellers, on my playbook, perfectly sorts the phones by price.

Well, time for me to get some sleep. CJ, if you wouldn't mind, please hit the cowbell all night long and lead us into the morning with good mojo.

[fairfaxnut]

What's really funny is the bears all think they'll beat tomorrow as well. Lol. From doa, to miss, to beat with a big "but" yet their target price remains static. How can these guys actually have any bloody influence?

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Ya... my only worry is twisting of good to bad by the bears. Q3 last year was like that when Thor was asked about service revs. Stock tanked after that.

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[kfh227]

No worries but I think you're still way off. Even with a 50% increase in advertising and hiring, there's still no way they'd burn through close to 1.5 billion in cash. I say worst case scenario is an even cash float over last er.

It really comes down to revenues. If we sell 3 million bb10 devices, there may be cash burn. But if we see 6 million bb10 sales,id be shocked if cash doesn't increase.

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[kfh227]

I'd love to see cash grow by $1 billion this year. It's just another nail for the short's coffins.

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[Compaqee]

No worries but I think you're still way off. Even with a 50% increase in advertising and hiring, there's still no way they'd burn through close to 1.5 billion in cash. I say worst case scenario is an even cash float over last er.

I don't know if i'm mistaken, but Isn't their cash & cash equivalents only at 1.5 billion already since FY 2013 annual report? I'm expecting it to be below that. From my assumption, i'm only expecting 50-150 million cash decrease.

=S

[pooger]

My also meaningless prediction:

No short squeeze tomorrow
Earnings will beat the expectation by a lot ($0.50 / share) but subs will drop.
SP will go up to about $15 and then go up slowly throughout the coming weeks (until end of July) until it gets somewhere around $17. During the month of August, the SP will fluctuate between 17 and 18 and when the September ER hits, the stock will shoot up to $30 and during the month of October it will gradually rise to $50. After the December ER the stock will be at $75.

[tygros]

No worries but I think you're still way off. Even with a 50% increase in advertising and hiring, there's still no way they'd burn through close to 1.5 billion in cash. I say worst case scenario is an even cash float over last er.

Agree. I think Cash is king. If they close with more than $2B still in cash, plus beat $0.08-.10, this thing will take off. L/T, there is zero argument left for shorts if we deliver and retain cash.

I say $.18 EPS on $3.6B. With 4Million + BB10 devices. With cash above $2B.
If I'm right, we will touch 18 Friday. $20 before July 31st.

Posted via CB10

[Compaqee]

My also meaningless prediction:

No short squeeze tomorrow
Earnings will beat the expectation by a lot ($0.50 / share) but subs will drop.
SP will go up to about $15 and then go up slowly throughout the coming weeks (until end of July) until it gets somewhere around $17. During the month of August, the SP will fluctuate between 17 and 18 and when the September ER hits, the stock will shoot up to $30 and during the month of October it will gradually rise to $50. After the December ER the stock will be at $75.

I like second your outlook .

[cjcampbell]

I don't know if i'm mistaken, but Isn't their cash & cash equivalents only at 1.5 billion already since FY 2013 annual report? I'm expecting it to be below that. From my assumption, i'm only expecting 50-150 million cash decrease.

=S

I'm pretty sure it was approx 2.8 billion. I believe the short and long term investments are included in the general fcf. Of course I could be wrong but that's what I was led to believe.

[Charles Martin1]

I expect to see cash increase.

[jrwb6e]

Good night little ones. Don't stay up too late or you won't give Santa an opportunity to come.

[kfh227]

I'm pretty sure it was approx 2.8 billion. I believe the short and long term investments are included in the general fcf. Of course I could be wrong but that's what I was led to believe.

This

Might be 2.9 but close enough either way. Definitely not 1.5 if that is what was thought. So does that mean that you view no change for cash/equivalents?

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[cjcampbell]

This

Might be 2.9 but close enough either way. Definitely not 1.5 if that is what was thought. So does that mean that you view no change for cash/equivalents?

Posted via CB10

Ya... i just rounded.....


Attachment 176778

[kfh227]

What the.... I thought cash was 2.9... that says 1.5

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