ECOST der neue Highflyer

Ich willl mal kurz ECOST vorstellen. Ein IPO aus 2004, der im Moment schön korrigiert.

Nach den Applezahlen bin ich eigentlich sehr zuversichtlich, dass ECST das IV Quartal ebenfalls gut verkauft haben sollte.Geht mal auf deren Homepage--dort wird auch einiges von Apple verkauft.

Ciao B.L.  

 

zwischen 11,-- und 13,-- Dollar wurde geschlossen. Der Downtrend ist zwar voll intakt, aber die Aktie schreit nach einer Gegenbewegung.

Das Shortinterest liegt bei über 55%!!! Dabei liegt der Freefloat bei gut 3.0 Mio Aktien.

Mit guten Zahlen oder einer guten news kommt da ein short squeeze aller erster Güte!!

Ich wollte es nur gesagt haben.

Ciao B.L.  

ECST Stock to Watch on Short squeeze
by: soccrt  01/14/05 07:59 pm
Msg: 5381 of 5389

..ECST

Since it debuted on the public markets in August, eCost.com had surged more than 200% but since has cooled off. The past few weeks eCost.com (NASDAQ: ECST) has been on a rocky road.

The stock currently sits around its early November gap level of 11.50. The company has 17.46 million shares outstanding and only 3.40 million are in the float. The company has many doubters which can be illustrated by the high number of shorts. There are 1.77 million shares that are short right now. Any significant news will propel this stock higher in an instance. Insiders tightly hold close to 80% of the stock. The company is debt free and sits on $20 million in cash.

Read the rest at www.antandsons.com/stockwatch  
 

Heute über 12,-- Dollar!!das sieht super aus,dazu news. ECST wird neues Hauptquartier beziehen. Direkt neben FedEx!! Wie sinnvoll.

Ciao B.L.  

der Chart und die Performance.

Alle Negativearnings--von Amazon, Ebay oder Overstock sind hier eingepreist.Wenn da die Zahlen besser ausfallen als eingepreist oder gar erwartet, dann rummst es im Karton.

Am 16. Februar ist es so weit.

Bid dann

Ciao B.L.  

Über 80%  der Aktien werden von Institutionellen gehalten. Der Freefloat liegt bei gut 3.0 Mio sahres. Davon sind gut 1.8 Mio geshortet.

Wenn die Zahlen am Mittwoch gut ausfallen gibt es ein short squeeze allererster Sahne.

Ciao B.L.  

Morgen mit guten Zahlen--alles andere macht keinen Sinn--Richtung 13,-- Dollar.

Ciao b.l.  

Heute nach Börsenschluss kommen die Zahlen.Ich gehe von sehr guten Zahlen aus. ECST vertreibt u.a. Apple. Dazu muss ich nichts sagen.Der short squeeze wird gewaltig sein können. Heute wieder leicht im Plus mit steigender Tendenz.

See ya at 15,-- Dollar!!!

Ciao B.l.  

300 Stücke zu 10,80 eingelagert.

INCX war vom Low auch blendend zu traden, nix gelesen hier.

http://bigcharts.marketwatch.com/charts/...7702&mocktick=1&rand=5938"

Gruss E.  

INCX läuft ohne mich. Leider! Dafür war ich in DDDC. Hatte Förtzsch vor Wochen empfohlen und dann der eruptive Ausbruch. Bin mit gut 30% raus.

ECST ist schon ein heisses Eisen.Aber wenn die Zahlen einigermassen ausfallen, dann geht der Punk ab.

Ciao B.l.  

eCOST.com Reports Fourth Quarter Results; Record Growth in New Customers Drives 60% Year over Year Increase in Quarterly Sales

TORRANCE, Calif.--(BUSINESS WIRE)--Feb. 16, 2005--eCOST.com (Nasdaq:ECST) (www.ecost.com), a leading online discount retailer, today announced financial results for its fourth quarter and year ended December 31, 2004.

Net sales for the fourth quarter ended December 31, 2004 increased 60% to $58.1 million from $36.4 million in the fourth quarter ended December 31, 2003. Under Generally Accepted Accounting Principles (GAAP), the Company recorded a net loss of $300,000, or ($0.02) per share, in the fourth quarter of 2004. In the fourth quarter of 2003, the Company recorded net income of $5.5 million, or $0.38 per diluted share, which included a one-time tax benefit from the release of its tax valuation allowance of $6 million, or $0.42 per diluted share.


In der Nachbörse geht es derbe runter, hoffentlich halten die 10 Dollar.

Feierabend,

Gruss E.

16.17 $ 10.10 200
16.17 $ 10.10 200
16.16 $ 10.05 100
16.15 $ 10.50 1000
16.15 $ 10.50 1200
16.13 $ 10.85 100
16.12 $ 11.05 900
16.10 $ 11.05 900
16.07 $ 10.87 600
16.07 $ 10.87 500
16.06 $ 10.87 500
16.06 $ 10.87 1000
16.06 $ 10.87 1000
16.06 $ 10.87 400
16.06 $ 10.87 100
16.06 $ 10.87 900
16.06 $ 10.88 100
16.05 $ 11.06 4700
16.04 $ 10.55 100
16.01 $ 10.50 815
16.01 $ 10.40 100
16.01 $ 10.40 300
16.00 $ 10.92



 

http://dynamic.nasdaq.com/dynamic/afterhourma.stm  

eCost (ECST) falls 9% in late trading after reporting results
eCost, the online retailer of computer hardware and software that is expanding into other retail categories, announced Q4 results. EPS of a one cent loss missed consensus estimates by a penny, though revenue beat consensus. Details and a quick comment:

Q4 Results

Adjusted EPS of ($0.01) missed consensus by a penny.
Revenue of $58.1 million, up 60% year over year, beat consensus of $53.2 million.
138,500 new customers added in the quarter, up 74% year over year, bringing the total to over 1 million.
Sales mix: computer hardware and software fell to 60% of sales from 70% a year earlier.
Product categories with triple digit growth: home electronics, housewares, watches and jewelry, DVD movies, and video games.
Sales mix: 70% new product, 30% close-out/refurbished.
Gross margin rose to 8.6% from 7.8% a year earlier.
Gross profit of $2.1 million was up 76% year over year.
SG&A of $5.6 million rose to 9.6% of revenue from 8.9% a year earlier. The reason? "Additional advertising and promotional expenses that led to the Company's strong customer growth, higher personnel costs to expand eCOST.com's management team and additional regulatory costs of being a public company."
Advertising costs up 53% year over year to 3.6% of sales. In Q3 they were 3.2% of sales.
Customer acquisition cost fell to $14.93 from $16.91 a year earlier.
Average order value was $302, slightly higher than a year earlier.
Cash at end-quarter of $16 million fell from $19.7 million in Q3.
Q1 Guidance

Larger loss than Q4, due to higher expenses due to advertising and separation costs from PC Mall.

Full Year 2005 Guidance

"We are very optimistic about the year ahead and anticipate continued strong sales growth of approximately 50% for the year 2005 and profitability for the full year."

Note: (1) 50% growth is with "possible fluctuations for the quarters." (2) Profitability is "with emphasis on the second half".

Quick comments

eCost CEO Adam Shaffer highlighted jewelry and watches as a particularly attractive category to deepen. With Overstock's recent emphasis on jewelry, it looks like this is an area of focus for e-tailers. Can't be good news for the offline jewelry retailers...
New product categories that eCost is considering entering this year: health and fitness, gifts and gadgets, Voice-over Internet Protocol telephony, music, books, and pet supplies. Hey - isn't everyone (even Earthlink and United Online) entering the VoIP market???

eCost currently has a market cap of about $193 million and an enterprise value of about $163 million.
ECST chart below.

 

der leichte Verlust nicht. Vielleicht wollen einige die Aktie weiter shorten, da der hauptaktionär Mall seine 80% Beteiligung wohl bald reduziert. Lock up Frist waren 180 Tage(? m.Wissens). Ich recherchiere das mal.

Ciao b.l  

http://pro.edgar-online.com/ipo/ipoOfferings.asp?view=lockup&ipo=1  

dann dürfte der Druck daher kommen. Die shorties können sich ggfs mit Verkäufen der "Altaktionäre" eindecken. Aber wie man bei Google gesehen hat muss das nichts heissen.

Jedenfalls scheint ECST ein prima Wachstumswert zu sein.

Ciao B.l.  

10.80 war KK, werd wohl 10 bekommen. Mit der Kohle dann eventuell in GNTA oder QDEL. Mal sehen.

Gruss E.  

10,10 bekommen. Das war ein bisschen Casino und verloren.

Gruss E.  

Mal sehen, ob die 10,-- intraday zurückerobert werden. Ansonsten droht wohl der Absturz auf IPO Basis.

Bin noch investiert.

Ciao b.l.  

zusammengknüppelt:Last Trade:  9.660  Change:   -1.390 ( -12.579 %)  

Ich hatte die stille Hoffnung, dass die 10,-- Dollar auf SK Basis halten werden. das ist Legende.

Nun geht es wohl Richtung 6,-- Dollar. Gut, dann ist es eben mein IPO II.

Wait and see.

Ciao b.L.  

Tech Stocks in Motion

By Mark Martinez
TheStreet.com Staff Reporter
2/17/2005 12:45 PM EST  

Shares of eCost.com (ECST:Nasdaq - commentary - research) were among technology's losers Thursday, falling 11% after the company posted an unexpected fourth-quarter loss.

The online discount retailer posted a pro forma loss of $232,000, or 1 cent a share, on sales of $58.1 million. Analysts surveyed by Thomson First Call were expecting a profit of 1 cent a share on sales of $53 million. A year ago the company posted a loss of $229,000, or 2 cents a share, on sales of $36.4 million. Looking ahead, eCost said that it expects to be profitable for all of 2005 and expects sales growth of about 50%. Analysts are expecting 2005 earnings of 8 cents a share on sales of $253 million, or sales growth of about 42%. Shares were trading down $1.22 to $9.83.


Brocade Communications (BRCD:Nasdaq - commentary - research) rose 6% after the network storage company posted first-quarter results that topped expectations. Excluding items, the company earned $28.3 million, or 10 cents a share, on sales of $161.6 million. Analysts were expecting earnings of 8 cents a share on sales of $161.3 million. A year ago the company earned $7.5 million, or 3 cents a share, on sales of $145 million. Shares were trading up 34 cents to $6.46.

Shares of Stamps.com (STMP:Nasdaq - commentary - research) rose 12% after the company posted fourth-quarter earnings and sales that beat expectations and forecast first-quarter results ahead of analysts' estimates. The online postage company earned $1.5 million, or 6 cents a share, on sales of $11.7 million. Analysts were expecting earnings of 3 cents a share on sales of $10.8 million.

Looking ahead, Stamps.com forecast first-quarter earnings of 5 cents a share on sales of $11 million. Analysts are expecting earnings of 2 cents a share on sales of $10.2 million. For all of 2005, the company now expects earnings of 26 cents a share, up from previous guidance of 16 cents a share, on sales of $48.5 million, up from previous guidance of $43.5 million. Analysts are expecting 2005 earnings of 17 cents a share on sales of $43 million. Shares were trading up $1.90 to $17.50.

Go to NEXT PAGE
 

wenn die 8,-- Dollar nicht halten, kann man wohl zum IPO Preis wieder einsteigen. Oh ja, hier ist Geduld gefragt.

Ciao b.l.  

spätestens bei Null is Schluss