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member
3/31/11 7:32PM
RE: RE: RE: pullback
22
ithan,
I'd be interested in your thoughts on your expectations vs 4q10 results, as well as on guidance.
I was happy with 4q10 with the exception of the Semi biz. Neither ESIO nor GSI had a good... login to read the rest
you're very welcome. Regarding the russell 2000, my best guess is that we're likely to be added during the June rebalance. hoping for a conference call when 4q results are released ~mid march. also, non-deal... login to read the rest
First, let me say thank you for passing along such a great idea. This has been a homerun. I can't wait for it to list on the NASDAQ on Tuesday. Also, don't you think this... login to read the rest
sorry for late reply. I agree news out of the sector bodes well. seems like everyone (ESIO,COHR,NEWP,RSTI) is reporting record bookings. CO2 lasers and semiconductor-related sales both doing well.
frequently hear that China is ordering lots... login to read the rest
MPK, Do you have any updated thoughts LASR? Looks like they will be on the NASDAQ real soon. ESIO and COHR just reported results and both companies are surging on the good news. Bodes really,
issambres-
sorry for the long delay. i agree they look good. if memory serves, 3Q10 results were a tiny bit better than earlier filings had claimed.
on a seperate note, the AGM was well attended. unfortunately management... login to read the rest
Yes, the new CEO sounds good to me too (on paper, anyway. I'll meet him next week at the AGM.) 3Q10 adj EBITDA also seemed healthy. You may have noticed that the 9 month results... login to read the rest
looks well above plan of reorganization projections... do you have a sense of what normalized EPS is with a normalized tax rate? $0.25/share? according to the POR it doesnt get there until 2014?
issambres, I'll try the company again regarding your question. In the meantime, I found something relevant in the 10K on pg 135:
"In addition, under the terms of the Final Chapter 11 Plan, the Company is... login to read the rest
I tried calling them about that yesterday and spoke with Maureen Davis, who I think is the temporary CFO's (Glen Davis') admin. She told me Glen is impossible to reach these days (I presume he's... login to read the rest
Have you talked to someone at the company? And who would recommend talking to, the IR number doesn't return phone calls. Also, are you worried about a big SEC fine? I see that they have a formal
yesterday the new management team filed all the 2009 financials that the old management failed to file on time. and they did it two weeks earlier than promised.
turns out that 2009 revenue was not the... login to read the rest
hawkeye- good question and sorry i didn't address that. I believe those projections date back to one of the early PORs during bankruptcy. If memory serves, they're from the Second Amended plan. My strong opinion... login to read the rest
Can you help me to understand the difference between your projections and the ones that the company laid out in their 8-K on 6/4/10? Your EBITDA of $63mm and $81mm in 2010 and 11 is... login to read the rest
hbomb, regarding where Bershad's head is at, I'd say he's probably thinking about this the way I do: happy to hold but willing to sell at the right price. I'm confident he thinks the right... login to read the rest
mpk:
Thanks for the writeup. Since so much less public information is available, I was curious of your thoughts on new management of the company. Did you get a chance to talk to Bershad? What are... login to read the rest
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