mekong22’s Activity

Today

Stock Advisor Boards Post

mekong22 posted to the Stock Advisor boards. 4 hours ago

Yesterday

NL

Boards Post

mekong22 replied to the GGS: Yongye International board. 7:26 AM

Re: Remaining Options to be paid this week

The funds have shown up in my etrade account

Wed Aug 20

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 10:30 AM

Re: Consider Investment in Sierra Wireless - SWIR

This is actually quickly becoming one of my bigger holdings with the run up the past few days. I had owned some shares for a while, but did buy some more when David re-rec'd it last week and the timing has been good so far. It's an industry that [more]

Mon Aug 18

NL

Boards Post

mekong22 replied to the GGS: Yongye International board. 11:23 AM

Re: Remaining Options to be paid this week

Interesting that Fidelity already paid the funds. eTrade still hadn't paid mine out so I messaged them yesterday and received this reply today:

You are correct. You will receive the difference between your strike price of options you [more]

Sat Aug 16

NL

Boards Post

mekong22 replied to the GGS: Yongye International board. 9:58 AM

Re: Remaining Options to be paid this week

Etrade removed my option overnight. I expect that the cash will be deposited before monday

Wed Aug 13

NL

Boards Post

mekong22 replied to the GGS: Yongye International board. 9:56 PM

Re: Remaining Options to be paid this week

Hi Mike

I didn't hear anything back from the SEC. I figured if they were going to do anything, it would have happened before the buyout closed, so I'm not optimistic. It won't surprise me if getting paid out for my options this weekend is [more]

NL

Boards Post

mekong22 posted to the GGS: Yongye International board. 4:01 PM

Remaining Options to be paid this week

I don't recall this being mentioned on this board yet, but it appears that the remaining YONG options, including the LEAPs that many of us have are all converted to August 16th options and should get paid at the end of this week/weekend.

I [more]

Tue Aug 12

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 10:34 AM

Re: An apology

I agree with Steve, I definitely enjoy seeing these types of suggestions on this board particularly for the reason that TMF won't be recommending companies this small. All of us have jumped in a bit overboard on certain stocks early in our investing [more]

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 9:11 AM

Re: AEYE Reports Q2

So do we think that the revenue is for sales with distributors. I haven't seen anything indicating that in their filings or in what they said on the earnings call so I would definitely be curious if I missed something.

This blurb from the [more]

Mon Aug 11

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 6:10 PM

Re: AEYE Reports Q2

Mykie

you're mostly right

The fact that they passed the accounting test to allow them record these sales as revenue requires that there is a legitimate stand alone value of the assets they received in return. It's definitely [more]

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 12:45 PM

Re: AEYE Reports Q2

I too am disappointed about the amount of revenue that was paid via licenses instead of cash.

Hi wouter

keep in mind that their Q2 sales were exchanged for these unknown prepaid expense assets. This is different from the Q1 [more]

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 12:02 PM

Re: AEYE Reports Q2

Total pipeline is about $300 million

I thought they said $30 million, but I may have mis-heard it

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 11:48 AM

Re: AEYE Reports Q2

it should say in my last post, received $3.6m from the exercise of "warrants" (not "options")

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 11:47 AM

Re: AEYE Reports Q2

Call just ended. There were a decent number of analysts asking question, one from Morgan Stanley and I forget who the other firms were. None of them asked what the prepaid expenses were for. I got the impression that none of them realize that all of [more]

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 11:05 AM

Re: AEYE Reports Q2

Bad news folks

The earnings call hasn't started yet but the 10-Q is out

During the three and six months ended June 30, 2014, nonmmonetary revenue of $2,925,000 and $3,825,000, respectively, was recognized. This resulted in an [more]

NL

Boards Post

mekong22 posted to the Saul's Investing Discussions board. 9:51 AM

AEYE Reports Q2

http://finance.yahoo.com/news/audioeye-inc-reports-net-incom...

Lots of good stuff here, with one particularly curious item. Unfortunately we need to [more]

Sun Aug 10

Stock Advisor Boards Post

mekong22 posted to the Stock Advisor boards. 3:38 PM

Sat Aug 9

Stock Advisor Boards Post

mekong22 replied to the Stock Advisor boards. 10:07 PM

Thu Jul 31

NL

Boards Post

mekong22 replied to the Saul's Investing Discussions board. 11:28 AM

Re: AEYE non-cash licensing revenue

I also read about an S-1 out today, but I didn't see any link to it.

Frick

Thanks for that, I hadn't seen it before you mentioned that, but it is available at the sec.gov site when you do a [more]

Wed Jul 30

NL

Boards Post

mekong22 posted to the Saul's Investing Discussions board. 6:21 PM

AEYE non-cash licensing revenue

I believe I've solved the case of the AEYE non-cash licensing revenue.

In my "deep dive" post, I had assumed that $675k of the $1m Q1 revenue was non-cash and therefore, only about $350k of Q1 revenue would ultimately be paid to [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 95.68
Player Rank 3243 out of 75007
Score 1325.04
Score Change Today +19.65
Accuracy 75.00%
Active Picks 10
Total Picks 20
Best Pick BWLD (+717.10)
Worst Pick GPIC (-108.14)
Average Score per Pick 66.25
Charms Earned 8
Highest Rated Favorite No Favorites Selected
Go to mekong22’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool CAPS All Star Global Fool
Board Posts 1026
Recs Received 2496
People who have rec'd these posts 610
Recs to Posts Ratio (last 30 days) 12.60
Threads Started 179
Threads Started Percentage 17.45 %
Most Frequent Board GGS: Yongye International
Very First Post A HGx: Member Suggestions post. (1/9/2004)
Percentage of Posts Rec'd 56.53 %
Show mekong22’s 10 Latest Posts