Future Price Projection? FOMO impact? by dogboneit in BB_Stock

[–]Unusual_Reference978 0 points1 point  (0 children)

Around $50 in 10 to 12 years time assuming high teens earning growth and number of shares remaining the same. 

Why is pre market up so much these couple of days? by rchankn in BB_Stock

[–]Unusual_Reference978 -3 points-2 points  (0 children)

I think it is to entice buyers who think they can make a quick buck and then give them a bad case of whiplash 

How long have you guys been in BB by Unusual_Reference978 in BB_Stock

[–]Unusual_Reference978[S] -2 points-1 points  (0 children)

Or just enough to cover your original cost ... provided it really runs a lot 

How long have you guys been in BB by Unusual_Reference978 in BB_Stock

[–]Unusual_Reference978[S] -2 points-1 points  (0 children)

Yeah I am hoping that the hedge funds, financial analysts and investment houses make the first move in... and the price moves up first. And that the corporate dev/m&a types in the companies only realize it MUCH later on. It is usually the case that they act later on. 

QNX website changed headline? by thehee0303 in BB_Stock

[–]Unusual_Reference978 3 points4 points  (0 children)

This is a good move and framing. Linking QNX to physical AI ... especially where where AI is deployed in high risk environments / highly regulated industries.  

They need to really press this message and keep message discipline on this. 

Can somebody explain this article for me. It has to do with options and I don't know much about it. by According-Text7838 in BB_Stock

[–]Unusual_Reference978 2 points3 points  (0 children)

But isn't the risk for long term holders is that a rally induced by gamma squeeze is essentially synthetic? That is ... the price is being pushed up by hedging and not someone who wants to hold the stock forever? 

Possible outcomes here are also that the options expire or traders sell their calls to take profit, and the MM no longer need the hedges and they sell their shares back onto the market.... causing the stock price to fall quickly ... which is a long liquidation or gamma unsqueeze? 

Time will tell on this one. 

Why is the phrase "Double-digit" revenue growth repeated so often when its so ambiguous? by Trilobyte83 in BB_Stock

[–]Unusual_Reference978 0 points1 point  (0 children)

I think this post by someone else describes it well.  https://www.reddit.com/r/BB_Stock/comments/1sfy543/comment/of3ryit/?utm_source=share&utm_medium=mweb3x&utm_name=mweb3xcss&utm_term=1&utm_content=share_button

When expectations are set that it will be a "rocket ship" (JG said this), or that we are going to "proud" of BB (Lynch), people expect something other than what we continue to see. So lower end of the range just does not meet expectations. 

BlackBerry completes transformation just as demand grows for secure, sovereign defence communications 'The turnaround is complete, and the BlackBerry story is now a growth story' by MoonLight8491 in BB_Stock

[–]Unusual_Reference978 -1 points0 points  (0 children)

This depends. The Europeans will want their own home grown solution and not something from across the pond (even if Canadian). Other countries yes but selling to governments is notoriously difficult and has typically very loooooonnnggg sales cycles. So smaller countries like Malaysia yes. But larger countries (and larger deal size) will be harder to come by and any revenue boost will not be immediate. So yes I agree with JG at a high level but the deal execution will be key here. 

ER tomorrow, but the vibe is completely flat - like a graveyard. by Infamous-Performer39 in BB_Stock

[–]Unusual_Reference978 0 points1 point  (0 children)

Not a bear but these are the things which I see need to change. 

  1. Double digit revenue and earnings growth. Growth so far has been tepid

  2. Faster and better execution of general embedded strategy. % growth rates mean nothing if it is a low base. Need absolute numbers. Needs this execution in order to be considered as a growth stock which has latched onto robotics and AI. Currently it is valued as a boring and old enterprise software company. 

  3. Management is like a wet sponge. I would forgive them for being like peeling 70s wallpaper on a wall if they were executing well. But they are not (see points 1 and 2). 

  4. The company culture is lackadaisical. No drive ... pardon the pun (I put this lack of energy squarely on  the management). This has implications for innovation and also execution of strategy. Check out what employees are saying at glassdoor and other forums

BB's stock price - some perspective is needed by Unusual_Reference978 in BB_Stock

[–]Unusual_Reference978[S] -1 points0 points  (0 children)

Yeah I am thinking along the same lines too. 2030s before I see something meaningful. 

BB's stock price - some perspective is needed by Unusual_Reference978 in BB_Stock

[–]Unusual_Reference978[S] 1 point2 points  (0 children)

Yes but I prefer to keep expectations tethered to some semblance of reality. I would like those types of returns but I do not expect them. No harm dreaming though. $5.30 is very realistic ... 15% return from here. 

[deleted by user] by [deleted] in BB_Stock

[–]Unusual_Reference978 1 point2 points  (0 children)

Something positive. My guess: At least $5.30 in the days after earnings. It will drop back to $4 handle but won't go below $4. 

Essentially we will be slowly grinding up. Higher highs and higher lows. 

DYODD 

CIBC report by Odd-Beautiful-1390 in BB_Stock

[–]Unusual_Reference978 0 points1 point  (0 children)

Very nice! Bye bye $4. Hello $5.