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全部话题 - 话题: diluting
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S******6
发帖数: 3138
1
我听说许多家里两代人都在为这个争吵,而且民间也有不少关于喂糖水给新生儿的建议。
而美国医生的回答从来都是断然的“NO", 是教条,还是真的科学新结论呢 ?
http://www.babycenter.com/404_should-i-give-my-newborn-water-or
“Should I give my newborn water or sugar water?“
No. You shouldn't give your newborn water or sugar water. And if you're
feeding powdered or concentrated formula to your baby, never dilute it with
more than the amount of water called for on the label.
Your infant will get all the necessary hydration from breast milk or formula
. Even when a mother's milk s... 阅读全帖
b**********g
发帖数: 172
2
来自主题: NextGeneration版 - 液体奶的吃法
We bought the concentrated one, diluted it with equal amount of the hot
water just before feeding. The temptature after dilution is just right, no
need of bottle warmer.
s**********h
发帖数: 436
3
来自主题: NextGeneration版 - 请教奶粉和液体奶的区别?
It seems that there is also a difference in BPA. I think if babies accept,
it's better to use the powder form.
Formula-feeding
Powdered formulas are the best choice for parents who want to avoid
bisphenol A in their baby's diet. While powdered formula has not been tested
for BPA, it is diluted with much more water than liquid formulas which
reduces the amount of BPA that the baby consumes in each feeding. Nestlé
has made unsubstantiated claims that they don't use any BPA to line their
powdered f... 阅读全帖
d****i
发帖数: 2346
4
来自主题: PennySaver版 - 请问bleach是消毒水吗?
Making sure you dilute bleach
http://www.clorox.com/dr-laundry/making-sure-you-dilute-bleach/
https://answers.yahoo.com/question/index?qid=20120611131208AA17zks
用这个东西要特别小心不要碰到肉上!!!!!!!!!
我还是建议用costco的大桶白醋,不稀释,喷喷就好。bleach会让一些东西掉色。
p**p
发帖数: 10318
5
谢谢!您讲的很专业,dilution什么的。 实际的流程是不是,可以简化成怎样,
VC拿了100万,说我要占25%的股份, 同意,就到下一步。
founders同意,founders之间确定下一步各自的股份。从100%到75%
可以不需要有你说的那个share,或者dilution的过程?

share
价值也会提高的。因为第一次分100万。 每个share 什么都不值, 第二次变成一千万
, 每个 share有一定价值, 因为这次vc进来了, 投了一千万拿了25%的share,这样公
司的evaluation 为4千万, 每个share价值为4美元。刚开始你有30%股份, 这时候可
能降到有15%的股份, 不过这个15%值6百万。 如果发展好的企业的话, 每次融资,
每个人所持有的股份百分比会降低, 但是价值会提高。
p**p
发帖数: 10318
6
founders之间确定股份比例,以及以后的dilution/exit的方式
一定要一开始定dilution/exit的方式吗? 之后能融资来了,再定不可以吗?

founders
c*****u
发帖数: 174
7
来自主题: StartUp版 - 如何保障创业中自己的权益
这个事情就要找律师写个 shareholder's agreement.
这里的名堂特别多, 大致有以下的情况
put and call options, tag-along and drag-along rights, anti-dilution, piggy-
back rights 等.
对于小股东, anti-dilution clause 反稀释很有用。
Drag Along Right 就是强卖权。不要觉得只要能吸引投资,什么都是次要的。这个条
款,弄不好,创业者就会血本无归。
Tag Along Rights 翻译成跟随权,如果多数股东出售其股权,少数股东有权加入交易
,出售持有的公司少数股权。
piggy-back 条款就是如果有人收购引起股权变动,
就要收购方把所有股份一起收购了。
a******z
发帖数: 66
8
来自主题: StartUp版 - 帮忙看看这个term sheet?
马上要跟一个小startup签个part-time打工协议了,条款是今后两年陆续个到2%左右的
shares. 拿到这个term sheet对于最后一段有点不是很确定,哪位大侠能帮忙看一下,
合理吗?多谢!
XXXXX hereby acknowledges that this Term Sheet is merely intended to set out
the basic terms of an eventual Profits Interest Plan (or similar incentive-
based “Plan”), which will contain additional terms, representations,
warranties and restrictions upon the interests mentioned herein. Furthermore
, any such
interests shall be subject to dilution, forfeiture, repurchase, and
valuation methods ... 阅读全帖
j*****7
发帖数: 4348
9
来自主题: Stock版 - ZT C和BAC的分析
来源: Goldman 于 09-04-15 11:42:27 [档案] [博客] [旧帖] [转至博客] [给我悄悄
话]

本来不想写关于C和BAC的分析,一来我有它们的position,谈起来不很中立;二来很
多information属于nondisclosure的。但是,架不住很多朋友太关心这两家银行,就废
话几句。我只能把public可以看到的information提供出来,加上我个人的看法,和大
家商讨。首先声明,提供的这些信息对“赌博”没有什么帮助,我是target那些想投资
这两家银行的人。另外有一条,希望大家不要扣字眼,没意思。
看一个银行的好坏,出来一般公司都有的revenue,growth和profit等指标,还要看两
个非常重要的指标,tier 1 capital和TCE-tangible common equity. tier 1 是一个
银行核心的资产并且真正可以随时用于投资的钱(有现钱,也有可以raise cash的资产
),这部分资产不应该随市场波动而贬值,tier 1 ratio是tier 1财产和总资产相对风
险加权平均的比例。打个比方... 阅读全帖
s****i
发帖数: 150
10
来自主题: Stock版 - 说说可爱的船股
无聊,瞎说。
我自己把船们分了四大类:1) 散货船,运各种乱七八糟的东西,比如汽车,建筑材料啥
的,主要是ALEX, ISH;2)干货船,运除了油以外的commidities,股价和BDI正相关,
主要是DSX, NM, EXM, PRGN, OCNF,GNK,EGLE;3) 专门运油的船,和油价成正比,和
BDI关系反而不大,主要是FRO,TK和OSG;4)船只租赁,比如DRYS, DAC,他们似乎自己
不运货。
选股的几个原则:1)一定要一直盈利;2)P/E低过行业平均(8以下);3)运commodities和
oil为主,就是说,是船运公司,不是船只租赁(比如DAC、DRYS大概只能算租赁);4)手
上大多数的contracts延续到2010年到2011年;5)过去2年没有过大规模的dilute。
所以我的watch list如下(排名不分先后):
ISH;
DSX, PRGN;
FRO, OSG
最好不要碰得:
OCNF,DRYS(dilute的太夸张了。。。),DAC(在它头上亏过钱,有心理阴影。。。)
操作的原则:
buy until reaching 3-month or
f*****g
发帖数: 272
11
来自主题: Stock版 - 关注区域性银行 (转载)
不懂啊,RF为啥还在涨?
“Regions Financial Corp. reported a fourth-quarter loss of $606 million, or
51 cents per fully diluted share, bringing its full-year loss to $1.3
billion, or $1.27 per diluted share.”
g********4
发帖数: 4959
12
来自主题: Stock版 - 船这些天来怎么这么差?
dilute对股价没什么影响啊,不会过了很久影响才出来吧?EXM和PRGN一样到了相应的
低点了。
发信人: proteincryst (牛皮熊), 信区: Stock
标 题: Re: 船这些天来怎么这么差?
发信站: BBS 未名空间站 (Thu Jan 28 21:10:10 2010, 美东)
dilute了你不知道啊?
x*******o
发帖数: 2581
13
来自主题: Stock版 - PRGN没有pre-ER run?
Time charter revenue for the fourth quarter of 2009 was $37.1 million,
compared to $44.3 million for the fourth quarter of 2008. The Company
reported net income of $12.7 million, or $0.26 per basic and diluted share
for the fourth quarter of 2009, calculated on 47,547,627 weighted average
number of basic and diluted shares outstanding for the period and reflecting
the impact of the non-cash items discussed below.
Excluding all non-cash items described below, adjusted net income for the
fourth qu
j*****h
发帖数: 3292
14
好像有点搞, 这个QT应该没有卖船
那怎么EBITDA比 NI(adjusted) 少了$15.4M? Tax benefit?
Net profit for the quarter was $81.8 million or $1.00 per weighted average
diluted share
include a non-cash unrealized interest-rate swap gain of $8.1 million
Net income, excluding the above items, for the fourth quarter of 2009 would
have amounted to $77.4 million or $0.95 per weighted average diluted share
Adjusted EBITDA for the fourth quarter of 2009 was $62.0 million
Revenue from operations for the quarter amounted to $186.2 m
d********y
发帖数: 29
15
来自主题: Stock版 - 赌fslr 发飙。。。
First Solar, Inc. Announces First Quarter 2010 Financial Results
* Net Sales $568 million
* EPS $2.00 per fully diluted share
* Increased 2010 EPS guidance to $6.80-$7.30 per diluted share
* Board of Directors approves an additional four line factory
TEMPE, Ariz., Apr 28, 2010 (BUSINESS WIRE) --First Solar, Inc. (Nasdaq: FSLR
) today announced its financial results for the first quarter ended March 27
, 2010. Quarterly net sales were $568.0 million, up 36% from $418.2 million
in
g*q
发帖数: 26623
16
C dilution 是6倍,07年底大约5B股,现在29B。要想回到$50,市值得是当年的6倍,
恐怕没有20年没戏,还得是Fed狂印钞票才行。如果不发div,搞buy back,也许能缩短
到15年。
BAC好一点,只有2倍dilution。所以它离07年价位也近那么一点。JPM更是问题不大。
a********h
发帖数: 819
17
AVL is quite speculative, since production is at least 2015.
I like AVL for the following key reasons:
1. huge heavy rare earth, which are more valuable than light rare earth.
2. superb management, if you look at their past dilutions, they always
dilute at local high stock price.
I hold stocks for mid to long term, can't comment on daily or hourly price
movements.
m*****o
发帖数: 2084
18
我自己没有买过Warrant,所以上来问问。
按照他的说法, 一股普通股, 给0.53股认股权,
认购价格为45$/share。感觉还是有利可图的呀,
没有人准备买入吗?
另外,按照他们的term,我们Jan 12, 2011当天买入是不是
就可以了?
另外,有没有人讲一下,如何exercise 这个warrant?
可以立马转手卖掉,套现走人吗?
我的计划是,Jan 12, 2011, 买入500股AIG,假定55/share. 应该保证拿到warrnt,
270share warrant 45$/share.
然后, 一个星期后卖掉AIG, 还是55/share, 假定股本身不赚钱。
再拿这个钱去买270 share的 warrant share 45$/share.,再在
55$/share卖掉。
这样,大概有2700$的进账。
这种做法有没有什么问题? 会不会被套牢?
大家讨论一下吧。
http://www.marketwatch.com/story/aig-board-of-directors-approve
AIG Board of Directors Approves ... 阅读全帖
w********i
发帖数: 136
19
来自主题: Stock版 - 黑博,新浪开跌了!
Net loss attributable to SINA for the fourth quarter of 2010 was $100.0
million, or $1.51 diluted net loss per share attributable to SINA. Net loss
attributable to SINA included a write-down of $128.6 million related to an
impairment of equity investment in CRIC. Non-GAAP net income attributable to
SINA increased 60% year over year to $30.6 million, or $0.46 non-GAAP
diluted net income per share attributable to SINA.
主要是那个write down影响了er, 应该还好吧.
G******n
发帖数: 316
20
来自主题: Stock版 - WNR 生不逢时
ESt $1.163
EL PASO, Texas , Aug. 4, 2011 (GLOBE NEWSWIRE) -- Western Refining,
Inc.
(NYSE:WNR) today reported net income for the second quarter ended June
30
, 2011 of $100.1 million , or $1.10 per basic share and $0.94 per
diluted share, compared to second quarter 2010 net income of $14.4
million
, or $0.16 per basic and diluted share. The improved results for the
quarter were due to stronger refining margins, which were primarily the
result of the continued price advantage of WT... 阅读全帖
H******i
发帖数: 4704
21
股份回购,盘后暴涨,明天是否应该趁高出货?
China Ming Yang Wind Power Group Ltd Announces Share Repurchase Program
5:30pm EDT
China Ming Yang Wind Power Group Ltd announced that its Board of Directors
has approved a share repurchase program, effective immediately. Under the
program, Ming Yang is authorized to repurchase up to USD50 million worth of
issued and outstanding American Depositary Shares (ADSs) in the open market
or in negotiated transactions, from time to time, depending on market
conditions and other fac... 阅读全帖
h*******y
发帖数: 1563
22
来自主题: Stock版 - 新浪er出来了
MIss le ba...
cash flow也不定啊
"
Net income attributable to SINA for the second quarter of 2011 was $10.0
million, compared to $25.2 million for the same period last year. Diluted
net income per share attributable to SINA for the second quarter of 2011 was
$0.15, compared to $0.38 for the same period last year. Non-GAAP net
income attributable to SINA for the second quarter of 2011 was $13.3 million
, compared to $27.7 million for the same period last year. Non-GAAP diluted
net income per share at... 阅读全帖
c********r
发帖数: 649
23
来自主题: Stock版 - 奇虎牛呀!
Second Quarter 2011 Highlights(1)
Revenues hit a record $35.1 million, an increase of 176.6% from $12.7
million in the second quarter of 2010.
Net income attributable to Qihoo 360 was a record at $11.1 million, an
increase of 411.5% from $2.2 million in the second quarter of 2010.
Net income attributable to Qihoo 360 excluding share-based compensation ("
non-GAAP")(1) was $13.2 million, an increase of 328.4% from $3.1 million in
the second quarter of 2010.
Diluted earnings per ADS(2) (EPADS) att... 阅读全帖
H******i
发帖数: 4704
24
Second Quarter 2011 Highlights(1)
Revenues hit a record $35.1 million, an increase of 176.6% from $12.7
million in the second quarter of 2010.
Net income attributable to Qihoo 360 was a record at $11.1 million, an
increase of 411.5% from $2.2 million in the second quarter of 2010.
Net income attributable to Qihoo 360 excluding share-based compensation ("
non-GAAP")(1) was $13.2 million, an increase of 328.4% from $3.1 million in
the second quarter of 2010.
Diluted earnings per ADS(2) (EPADS) att... 阅读全帖
p****a
发帖数: 4829
25
来自主题: Stock版 - Question about Buffet's BAC deal
Quote "Berkshire also will get warrants to buy 700 million Bank of America
shares at an exercise price of just over $7.14 a share, with the ability to
exercise any time in the next 10 years."
If buffet exercise the options to buy 700 million BAC, where do those shares
come from? If they are new shares, would BAC stocks be diluted? FYI, the
total number of shares of BAC now is 10B, so 700 million new BAC shares
would dilute it by 7%.
R****r
发帖数: 609
26
来自主题: Stock版 - CMG 4Q ER miss
est. vs act.
$1.82 $1.81

Revenue increased 23.7% to $596.7 million
Comparable restaurant sales increased 11.1%
Restaurant level operating margin was 26.1%, an increase of 20 basis
points
Food costs were 32.2% of sales, an increase of 120 basis points driven
by higher commodity costs
Net income was $57.5 million, an increase of 23.7%
Diluted earnings per share was $1.81, an increase of 23.1%
Highlights for the twelve months ended December 31, 2011 as compa... 阅读全帖
h*****8
发帖数: 4754
27
For the first quarter of 2012, Bank of America reported adjusted EPS of 31
cents beating analysts' estimates.
From the release:
Bank of America Corporation today reported net income of $653 million, or $0
.03 per diluted share, for the first quarter of 2012. Revenue, net of
interest expense, on a fully taxable-equivalent (FTE)1 basis was $22.5
billion, including negative valuation adjustments related to changes in the
company’s credit spreads of $4.8 billion pretax, or $0.28 a share.
The results... 阅读全帖
m*****o
发帖数: 2084
28
来自主题: Stock版 - CRBC的基本分析
PCBC的季报出来了,非常不错。
希望明天market close后CRBC的报告,也能够不错。
Pacific Capital Bancorp Reports Second Quarter 2012 Results
Company Release - 07/25/2012 16:30
SANTA BARBARA, Calif.--(BUSINESS WIRE)-- Pacific Capital Bancorp (Nasdaq:
PCBC), a community bank holding company and parent of Santa Barbara Bank &
Trust, N.A., reported net income of $24.1 million, or $0.73 per diluted
share, for the three months ended June 30, 2012, compared with $21.0 million
, or $0.64 per diluted share, for the three months ended J... 阅读全帖
u****d
发帖数: 23938
29
来自主题: Stock版 - AAPL results
CUPERTINO, Calif., Jul 24, 2012 (BUSINESS WIRE) -- --Board Declares
Quarterly Dividend of $2.65 per Common Share
Apple(R) today announced financial results for its fiscal 2012 third quarter
ended June 30, 2012. The Company posted quarterly revenue of $35.0 billion
and quarterly net profit of $8.8 billion, or $9.32 per diluted share. These
results compare to revenue of $28.6 billion and net profit of $7.3 billion,
or $7.79 per diluted share, in the year-ago quarter. Gross margin was 42.8
percent ... 阅读全帖
g****e
发帖数: 1426
30
Just for those still holding HZNP and AMRN to share some of my thoughts:
HZNP: if you believe the approval price should be $9-10, then after 20min
dilution the optimum price should be about 9x33.7/55.7= 5.65 or 10x33.7/55.7
=6.28. So its price could go lower plus short seller.
AMRN: It's price will come back. I think buy-out is most likely in very near
term (after NCE news). Due to huge market potential billion blockbuster and
lack of sale force, it will be bought by gsk like big pharma. Vascepa... 阅读全帖
h****n
发帖数: 413
31
来自主题: Stock版 - YY, SPRD what happened??
我也非常疑惑。市场肯定是解读为MISS了。预测到底是什么预测,对NON GAAP的预测?
还是预测diluted gaap eps? 我记得GMCR的预测是针对NON-GAAP的。可是SPRD的预测好
像又是diluted GAAP eps? 晕。
g****e
发帖数: 1426
32
来自主题: Stock版 - Biotech stock revisit and my thoughts
Just want to share some thoughts on recent biotech stocks bought or
currently holding:
AMRN: since all in, sold all @ mid 14. Re-enter below 13 and added more this
Friday. Performance +. Looking for buyout and recongnition of the
blockbuster market potential of its drug vascepa.
CPRX: sold in mid 1.3 with loss. Performance -. Dilution and its
questionable ownership of the drug keep me away from re-entering.
DVAX: sold. Good stock to own now. Still has room to run, but maybe pull
back some time ... 阅读全帖
w****1
发帖数: 465
33
来自主题: Stock版 - where is the damn news about goog?
Google Inc. reported consolidated revenues of $14.10 billion for the quarter
ended September 30, 2012, an increase of 45% compared to the third quarter
of 2011. Google Inc. reports its revenues, consistent with GAAP, on a gross
basis without deducting traffic acquisition costs (TAC). In the third
quarter of 2012, TAC totaled $2.77 billion, or 26% of advertising revenues.
Operating income, operating margin, net income, and earnings per share (EPS)
are reported on a GAAP and non-GAAP basis. The no... 阅读全帖
g**********2
发帖数: 2408
34
这个季度数据不好。部分原因是由于近期扩张太快,Q2是全年的淡季.
下一季度应该有起色.
继续长期持有.
New Oriental Announces Results for the Second Fiscal Quarter Ended November
30, 2012
BEIJING, Jan. 29, 2013 /PRNewswire/ -- New Oriental Education and Technology
Group Inc. (the "Company" or "New Oriental") (NYSE: EDU), the largest
provider of private educational services in China, today announced its
unaudited financial results for the fiscal quarter ended November 30, 2012,
which is the second quarter of New Oriental's fiscal year 2013.
Highl... 阅读全帖
g**********2
发帖数: 2408
35
这个季度数据不好。部分原因是由于近期扩张太快,Q2是全年的淡季.
下一季度应该有起色.
继续长期持有.
New Oriental Announces Results for the Second Fiscal Quarter Ended November
30, 2012
BEIJING, Jan. 29, 2013 /PRNewswire/ -- New Oriental Education and Technology
Group Inc. (the "Company" or "New Oriental") (NYSE: EDU), the largest
provider of private educational services in China, today announced its
unaudited financial results for the fiscal quarter ended November 30, 2012,
which is the second quarter of New Oriental's fiscal year 2013.
Highl... 阅读全帖
o********n
发帖数: 1329
36
来自主题: Stock版 - 我来推荐一只股
2012年盈利 $21.9 million
2011年盈利 $10.1 million
明明是赚钱的公司嘛。
Net income for 2012 was $21.9 million, or $0.56 per diluted share, compared
to net income of $10.1 million, or $0.26 per diluted share for 2011.
source:
http://finance.yahoo.com/news/pegasystems-announces-record-reve

posted
of
w********2
发帖数: 16371
37
Company issues stocks when it is established but not necessary to allocate
them all.
For some companies, they could reserve a pool like 10% or 30% for the
employee. And they allocate or give some of the stocks to the employee along
the way.
There is no dilution in this process (by giving the stock to the employee),
these stocks are already there and just change owner from "company" to the
employee, it is just like a change hands.
However, the stocks to the employee increase the liquidity, becaus... 阅读全帖
g*q
发帖数: 26623
38
都是无中生有的,在05年SEC改会计规则前,也不需要把dilution考虑进成本.
但是公司可以再把股票从open market买回来做treasury stock
当年还发生过这样的怪事,INTC年年巨额盈利,基本没有红利(最多拿出利润的5%),大部
分利润用于股票回购,但是00-05年,shares outstanding一股没减.就是说这几年下来
INTC的实际利润是0.其它公司要么不回购,任由股票dilution,要么不发那么多option,
所以没有那么明显.
x*********n
发帖数: 28013
39
CVI 现在价位历史最高。PB 2.49,Levered Free Cash Flow (ttm): 542.42M
LNG Diluted EPS (ttm): -1.83 Book Value Per Share (mrq): 2.37,现价28
,Levered Free Cash Flow (ttm): -1.49B
very good for short!
STE Total Debt/Equity (mrq): 56.61 Diluted EPS (ttm): 2.78
Yes,债越多,越要long。
o*****r
发帖数: 109
40
来自主题: Stock版 - TSLA盘后ER
Q1 non-GAAP net income was $15 million, and $11.2 million on a GAAP basis.
Non-GAAP basic EPS was $0.13 and $0.10 on a GAAP basis, using 114.7 million
weighted shares outstanding. On a fully diluted basis, non-GAAP EPS was $0.
12. GAAP diluted EPS was $0.00, as net income has been adjusted to exclude
the one-time non-cash gain of $10.7 million from the elimination of our
Department of Energy (DoE) warrant liability as required under GAAP.
Our total cash was $231 million at quarter end, an increa... 阅读全帖
d****o
发帖数: 1354
41
来自主题: Stock版 - Files $150M Mixed Shelf 什么意思
是等同于dilution吗? fcel盘后file了,不过我search了一下,好像不是dilution。
是不是要看mm如何解读?
f****n
发帖数: 3036
42
来自主题: Stock版 - Ciao,中概太阳能越垃圾越猛
其他中概太阳能其实也不错,不要买垃圾股LDK & STP上升潜力会很有限。偶只持有
CSIQ,分
享一下偶两星期前写的一点东西,不好意思是英文的,发在一个英文论坛上的。
I will keep holding my csiq. Reasons are:
1 panel making biz is too crowded. Profit will be limited if there are any
to make this year.
2 even at similar gross margin, projects will provide much high net margin
impact because more than 3 times asp tha panel and similar opex per watt.
This willl help expand net margin greatly. The reason it's harder and harder
for panel maker to make money is that panel becomes c... 阅读全帖
g****e
发帖数: 1426
43
来自主题: Stock版 - Biotech stock AGEN due diligence
Current: $3.80
Target: $5 (in 2-4 months)
Agenus Inc., a biotechnology company, engages in developing and
commercializing technologies to treat cancers and infectious diseases. Its
technology portfolio consists of saponin adjuvant based technologies and
heat shock protein based technologies.
Bullish reasons.
1. 5 key catalysts near term during the second half of 2013 and into 2014
a>the Phase 3 data read-out at GSK MAGE-A3 program for melanoma.
b>the Phase 2 data read-out for HerpV for t... 阅读全帖
l**********o
发帖数: 1573
44
来自主题: Stock版 - SINA 和 NQ 谁会暴?
Record Net Revenues of $41.4 million, Up 107.4% Year-over-Year
Non-GAAP Net Income Attributable to NQ Mobile[1] was $15.0 million, Up 111.1
% Year-over-Year
Non-GAAP Fully Diluted Earnings per ADS[2] of $0.26
Net Income Attributable to NQ Mobile was $1.9 million, down 8.3% Year-over-
Year
GAAP Fully Diluted Earnings per ADS[3] of $0.03
Read more: http://www.nasdaq.com/press-release/nq-mobile-inc-announces-second-quarter-2013-results-20130812-00798#ixzz2bmyBws6Z
r*****b
发帖数: 310
45
There is an intersting data in SPWR's Q2 report. The Q2 Tax rate is 1.9%,
while the earlier quaters have >36% tax rate. Does anyone know why there is
such a difference?
Non-GAAP (in millions $ except EPS) Non-GAAP
Q2 2013 Q1 2013 Q4 2012 Q3 2012 Q2 2012
Tax rate 1.9% 36.4% 52.0% 386.2% 45.6%
Revenue $650.0 $574.6 $784.6 $606.7 $650.7 Revenue $550 - $600 $2,500 - $2,
600
Gross Margin 19.5% 22.7% 18.7% 14.1% 15.1% Gross Margin 17-19% 18-20%
Operating Income $59.9 $55.4 $58.7 $10.7 $32.1
EPS (dilut... 阅读全帖
d**********r
发帖数: 24123
46
来自主题: Stock版 - FSLR啥时候出?
First Solar, Inc. Announces Third Quarter 2013 Financial Results
•Record Quarterly Net sales of $1.3 billion
•GAAP EPS of $1.94 per fully diluted share, Non-GAAP EPS of $2.28 per
fully diluted share
•Cash and Marketable Securities of $1.5 billion, Net Cash of $1.3
billion
V*****2
发帖数: 7930
47
问题出在OUTLOOK上,算了认栽。打算做长期股东。
Outlook
Based on current trends, the Company expects revenues for the third quarter
of fiscal 2014 will be in the range of $310 million to $340 million and GAAP
net income per share will be between $0.14 and $0.30 per diluted share.
Excluding the estimated expense and related tax effects associated with
stock-based compensation, the Company expects its non-GAAP net income per
share will be between $0.28 and $0.44 per diluted share. Refer to the table
below for a reconc... 阅读全帖
B**********g
发帖数: 498
48
Net income increased nearly $10 million to $71.5 million or $0.04 per
diluted share compared to $61.9 million or $0.07 per diluted share for last
year's third quarter.
l*********m
发帖数: 16971
49
An interesting phenomenon occurs at these "cellar" levels. Since NASD Rule
3370 allows MMs to legally naked short sell into markets characterized by a
plethora of buy orders at a time when few sell orders are in existence, a MM
can theoretically "legally" sit at the $.0001 level and sell nonexistent
shares all day long because at no bid and $.0001 ask there is obviously a
huge disparity between buy orders and sell orders. What tends to happen is
that every time the share price tries to get off o... 阅读全帖
v****e
发帖数: 19471
50
来自主题: Stock版 - 分享一篇不错的TSLA分析
I will not.
1. The dilution is public information from the very beginning - I don't
think something everyone know will move the stock that much
2. Short interest change is not substantial. it is something like 5%. even
if the conversion of preferred adds another 5% to the shares outstanding. so
I don't by his dilution leads to loss of short squeeze potential argument
3. I think at this stage valuation is really irrelevant
4. It's all about supply at this point. I think Elon will throw out a few
... 阅读全帖
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