10-29-2014, 01:59 AM
(This post was last modified: 10-29-2014, 06:49 AM by tradestar2012.)
I would look at it this way.
Is NQ a fraud?
Are the financials not trustworthy?
If there was EPS dilution, does $9/sh reflect FMV?
Given my answer is no to all three above, this is still a buy to me.
(10-29-2014, 12:13 AM)BillNeuburger Wrote:
(10-28-2014, 10:08 PM)SamAdams Wrote: They should have released this with the original PR in the morning. Also not as much dilution as one would first think. non gaap fully diluted ADS at end of 2013 was 66 mln per the April 10th PR from the company. If these acquisitions are neutral to accretive its a whole different look that what I think the market assumed yesterday on first review of the 20f. Still more digging to do though,They release the blog likely due to investor inquiries and annoyance with their spending habits, and here we are a day later and this is the result. Bravo to management for the umpteenth time.