View Poll Results: Did you buy shares ?

Voters
1110. You may not vote on this poll
  • Yes, I'm acting now !

    694 62.52%
  • No

    416 37.48%
  1. ZayDub's Avatar
    Since the employees are paid partly in stock options and buying the stock (and then not selling it) supports the price of those options, buying the stock does actually support the company. But it is also a way to, hopefully, make money for the investor.
    Once a company issues stock, they can care less about the price of the stock, aside from the perception a low stock price can have on their brand.

    Buying the stock doesn't support the employee any more than it supports you or me, who may own shares...they just happen to work for the company. Besides, most people who are paid in stock options are doing fairly well anyway -- I doubt they need my support

    BBM Channel: C002165D3 Tour 9630 > Bold 9650 > Q10 > Playbook > Classic AND Passport SE!!!
    10-12-15 10:10 PM
  2. spiller's Avatar
    Hey, based on Chen's positive comments re Blackphone recently, anyone think he's going after it?

    Posted via CB10
    Is the blackphone the same phone that BlackBerry worked with Boeing on? Remember that 'we are working on something with Boeing but I can't say more than that'.

    Posted via CB10
    rarsen likes this.
    10-12-15 10:52 PM
  3. audio_Rx's Avatar
    Is the blackphone the same phone that BlackBerry worked with Boeing on? Remember that 'we are working on something with Boeing but I can't say more than that'.

    Posted via CB10
    http://lmgtfy.com/?q=blackberry+boeing+phone

    No

    Posted via CB10
    Superfly_FR likes this.
    10-12-15 11:27 PM
  4. b121's Avatar
    First off, how long ago were your $30-40 stock purchases?
    Big pat on the back for your persistence and subsequent recovery. Nice job!

    Secondly, I believe we run into a driver's issue with the current chipsets on the market. It's apparently expensive for BlackBerry to stay current with new hardware. Thus another reason for an Android phone. That work is pretty much done by the vendor as BB10 causes an expense. Similar to the app situation, BlackBerry encounters a job Qualcomm won't do for them as the market share is too low (note: Qualcomm benefits from a soon to be good selling Priv).
    Similar/same shell running both OS should be an obvious choice for BlackBerry as that makes sense without really needing an explanation.
    At the least, I would like to see the Passport chipset run in a Priv for us. Would only require a new mother board using last year's Passport guts.
    The Classic could remain unchanged but be upgraded that way also, but incorporating a capacitve touch(full) keyboard . BB10 devices work well off lower internals, therefore the older Passport innards could provide a couple more BB10 iterations for the near future.
    This is probably too oversimplified and has some glaring tech reason why it would be a pipedream, but , here's hoping!


    Posted via CB10
    Thanks for the response awindsr.

    I had to logon and check... yikes! In 2011, I bought from high of $56 all the way down to $13, and quite a few times in between. Not proud of it, but didn't pay capital gains tax for a while .

    Posted via CB10 (7250 -> 8703e -> 9530 -> 9550 -> 9650 -> 9930 -> PlayBook -> Z10 -> Z30 -> Classic)
    10-13-15 12:05 AM
  5. b121's Avatar
    Ok, I think I didn't explain it well. Let me try again:

    All costs for all aspects of the business (software, payroll, office expense, marketing etc) is already in balancesheet that they release every quarter.

    Now, we've been told it'd take 5M device sold for BlackBerry to break-even on device side of the business. Upto 5M sales, device sales aren't going to contribute to company's profit. But at 5M sales, they'll stop negatively hurting balance sheet.

    So, if we sell 6M devices (1m extra), and make an average of $150 profit per device, that's $37.5M per quarter profit coming from device side of the business.

    Would that significantly impact stock price or be like meh?
    I think you are over estimating the profit by excluding variable costs.

    For simple math, let's say the variable cost of a phone is $100. That means if they sell 1MM units @ $120, they would realize $120MM of revenue and $20MM of gross profit ($120MM - $100MM).

    If their fixed costs were $100MM, the first 5MM units are just paying for their fixed cost ($20MM * 5), and hence break even on phones.

    However, they would still incur the variable cost on the next million units. The result is $20MM of profit in this example, not $120MM ($120MM - $100MM).

    Does this make sense?


    Posted via CB10 (7250 -> 8703e -> 9530 -> 9550 -> 9650 -> 9930 -> PlayBook -> Z10 -> Z30 -> Classic)
    10-13-15 12:24 AM
  6. chrysaurora's Avatar
    I think you are over estimating the profit by excluding variable costs.

    For simple math, let's say the variable cost of a phone is $100. That means if they sell 1MM units @ $120, they would realize $120MM of revenue and $20MM of gross profit ($120MM - $100MM).

    If their fixed costs were $100MM, the first 5MM units are just paying for their fixed cost ($20MM * 5), and hence break even on phones.

    However, they would still incur the variable cost on the next million units. The result is $20MM of profit in this example, not $120MM ($120MM - $100MM).

    Does this make sense?


    Posted via CB10 (7250 -> 8703e -> 9530 -> 9550 -> 9650 -> 9930 -> PlayBook -> Z10 -> Z30 -> Classic)
    It makes perfect sense. But come on, variable cost is not going to be 80% of the average selling price.

    I was talking about a profit of $150 per device after first 5M devices. So, if average selling price is $450, I am saying $300 is cost (variable, marketing etc) and $150 is profit per device.

    The reason I am saying that is because I think I rem reading/hearing their margin was around 40%. So, if average selling price is $450. Then $180 would be margin. I substracted another $30 and made it $150 per device to account for discounts/sales.

    Assuming $450 average selling price, margin of 40-ish percent.

    First 5M x $450 = $2.25 Billion.
    Now we are at break-even point. All fixed costs have been paid.

    Now what is the marginal cost of producing 5millionth 1 device? $150? $200? $250? Let's go with $200. And assume further reduction in average sale price to $350 (from $450 at launch).
    So, now we have $150 marginal profit.

    So, the extra 1m device sales should give us $150M marginal profit.

    What am I missing?




    Posted via CB10
    10-13-15 12:34 AM
  7. _dimi_'s Avatar
    It makes perfect sense. But come on, variable cost is not going to be 80% of the average selling price.

    I was talking about a profit of $150 per device after first 5M devices. So, if average selling price is $450, I am saying $300 is cost (variable, marketing etc) and $150 is profit per device.

    The reason I am saying that is because I think I rem reading/hearing their margin was around 40%. So, if average selling price is $450. Then $180 would be margin. I substracted another $30 and made it $150 per device to account for discounts/sales.

    Assuming $450 average selling price, margin of 40-ish percent.

    First 5M x $450 = $2.25 Billion.
    Now we are at break-even point. All fixed costs have been paid.

    Now what is the marginal cost of producing 5millionth 1 device? $150? $200? $250? Let's go with $200. And assume further reduction in average sale price to $350 (from $450 at launch).
    So, now we have $150 marginal profit.

    So, the extra 1m device sales should give us $150M marginal profit.

    What am I missing?


    Posted via CB10

    I'm afraid we don't know enough about these special contracts they have with the 2 additional Taiwanese manufacturers. If it's similar to their contract with Foxconnr, most of the revenue should run through BlackBerry, but profit-wise your guess is as good as mine. Perhaps JC was willing to take on more risk regarding inventory this time, but I highly doubt it.. If anyone else wants to shine in, feel free... :-)

    Posted via CB10
    10-13-15 01:05 AM
  8. _dimi_'s Avatar
    So I see the latest JP Morgan cost cutting as another hate article towards BlackBerry. I hope BlackBerry have secured JP Morgan as a (future) BES12 client. Perhaps they should publish an Inside Blog article stating this and target these employees to go buy the Priv so they can get the best of both worlds.

    Posted via CB10
    Corbu, bungaboy, Mr BBRY and 2 others like this.
    10-13-15 01:39 AM
  9. ZayDub's Avatar
    So I see the latest JP Morgan cost cutting as another hate article towards BlackBerry. I hope BlackBerry have secured JP Morgan as a (future) BES12 client. Perhaps they should publish an Inside Blog article stating this and target these employees to go buy the Priv so they can get the best of both worlds.

    Posted via CB10
    JPM uses Good...which is now owned by BlackBerry

    BBM Channel: C002165D3 Tour 9630 > Bold 9650 > Q10 > Playbook > Classic AND Passport SE!!!
    10-13-15 02:06 AM
  10. Superfly_FR's Avatar
    Is the blackphone the same phone that BlackBerry worked with Boeing on? Remember that 'we are working on something with Boeing but I can't say more than that'.

    Posted via CB10
    BlackBerry did help to secure the Boeing Black Smartphone.
    Interestingly enough :
    1/ It probably helped to create the Priv extra security implementation
    2/ Chen didn't mention it when referring to "most secure" Android devices (only Samy knox and BP)
    10-13-15 02:26 AM
  11. masterful's Avatar
    JPM uses Good...which is now owned by BlackBerry

    BBM Channel: C002165D3 Tour 9630 > Bold 9650 > Q10 > Playbook > Classic AND Passport SE!!!
    Even with their compliance department? That is odd...a lawyer should know better.

    #BBFactCheck
    10-13-15 08:01 AM
  12. b121's Avatar
    It makes perfect sense. But come on, variable cost is not going to be 80% of the average selling price.

    I was talking about a profit of $150 per device after first 5M devices. So, if average selling price is $450, I am saying $300 is cost (variable, marketing etc) and $150 is profit per device.

    The reason I am saying that is because I think I rem reading/hearing their margin was around 40%. So, if average selling price is $450. Then $180 would be margin. I substracted another $30 and made it $150 per device to account for discounts/sales.

    Assuming $450 average selling price, margin of 40-ish percent.

    First 5M x $450 = $2.25 Billion.
    Now we are at break-even point. All fixed costs have been paid.

    Now what is the marginal cost of producing 5millionth 1 device? $150? $200? $250? Let's go with $200. And assume further reduction in average sale price to $350 (from $450 at launch).
    So, now we have $150 marginal profit.

    So, the extra 1m device sales should give us $150M marginal profit.

    What am I missing?




    Posted via CB10
    Cool. Yes, we are saying the same thing. I was using simple math vs actuals. If they can generate that much revenue and profit, we should see a nice appreciation in the stock price. I'm assuming that the street is waiting for revenue to stabilize and some evidence the priv will sell at those volumes.

    If we see a strong launch and 1-1.5MM devices in that first quarter, perhaps analysis will adjust their financial models.

    Posted via CB10 (7250 -> 8703e -> 9530 -> 9550 -> 9650 -> 9930 -> PlayBook -> Z10 -> Z30 -> Classic)
    10-13-15 08:02 AM
  13. Christophe Piquemal's Avatar
    Well, if you want to sell 5M Priv in a year, you need to do the great part in the first and second quaters... Nobody buys today a 1 year old phone.
    3MIKE likes this.
    10-13-15 08:28 AM
  14. Corbu's Avatar
    10-13-15 08:34 AM
  15. bungaboy's Avatar
    OT: Twitter cutting staff as CEO Dorsey looks to revive growth

    "Twitter Inc will lay off up to 336 employees, or about 8 per cent of its workforce, as co-founder Jack Dorsey readies to revive growth in the microblogging service provider’s user base in his second stint as chief executive.

    The layoffs, primarily in the company’s product and engineering functions, come a week after Dorsey took over as permanent CEO."


    Twitter cutting staff as CEO Dorsey looks to revive growth - The Globe and Mail
    10-13-15 10:39 AM
  16. Superfly_FR's Avatar
    Nice !
    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-capture.png

    OT: finally got my 40 HALO @ $13.95. Needless to say that commissions added, I'm in the $14.4 effective price
    But I'd guess I'm gonna hold these for a while and it's currently trading $14.11 so ... should be fine !
    10-13-15 11:13 AM
  17. gedob's Avatar
    BlackBerry Appoints the Honourable Wayne G. Wouters to the Board of Directors

    So he's the one who named the new phone. "He was inducted as a member of the Privy Council in 2014."
    Superfly_FR and bungaboy like this.
    10-13-15 11:52 AM
  18. Uzi's Avatar
    BlackBerry Appoints the Honourable Wayne G. Wouters to the Board of Directors

    So he's the one who named the new phone. "He was inducted as a member of the Privy Council in 2014."
    Good catch
    Superfly_FR, bungaboy and rarsen like this.
    10-13-15 11:55 AM
  19. Corbu's Avatar
    10-13-15 12:09 PM
  20. bbjdog's Avatar
    BlackBerry did help to secure the Boeing Black Smartphone.
    Interestingly enough :
    1/ It probably helped to create the Priv extra security implementation
    2/ Chen didn't mention it when referring to "most secure" Android devices (only Samy knox and BP)
    We also have to remember that Boeing is a BES12 client. Therefore the Black phone is secure and hence JC comment's.
    rarsen and bungaboy like this.
    10-13-15 12:12 PM
  21. Corbu's Avatar
    10-13-15 12:23 PM
  22. bbjdog's Avatar
    10-13-15 12:38 PM
  23. La Emperor's Avatar
    Interesting..
    Google-funded study reveals Android security is a total disaster.

    https://www.yahoo.com/tech/s/google-...154452572.html
    sidhuk, Corbu, bungaboy and 6 others like this.
    10-13-15 01:04 PM
  24. sidhuk's Avatar
    "My Passport has taken the place of my digital camera. I use it for all of my event pictures, which are then used on our company’s various blogs, press releases and more. The images are of such brilliant quality; they truly help us highlight what we do in Canada in terms of our Outreach projects."
    bungaboy, rarsen, bbjdog and 6 others like this.
    10-13-15 01:17 PM
  25. cjcampbell's Avatar
    OT - Hey Morgan.... you still propping HALO at $13.50?

    Posted via CB10

    Edit - apparently not lol
    Last edited by cjcampbell; 10-13-15 at 02:08 PM.
    morganplus8 likes this.
    10-13-15 01:31 PM
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