I suspect most of them don't know their ass from a hole in the ground.
-----
Mike Hammett
Intelligent Computing Solutions <http://www.ics-il.com/>
<https://www.facebook.com/ICSIL><https://plus.google.com/+IntelligentComputingSolutionsDeKalb><https://www.linkedin.com/company/intelligent-computing-solutions><https://twitter.com/ICSIL>
Midwest Internet Exchange <http://www.midwest-ix.com/>
<https://www.facebook.com/mdwestix><https://www.linkedin.com/company/midwest-internet-exchange><https://twitter.com/mdwestix>
The Brothers WISP <http://www.thebrotherswisp.com/>
<https://www.facebook.com/thebrotherswisp>
<https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg>
------------------------------------------------------------------------
*From: *"Steve Jones" <[email protected]>
*To: *[email protected]
*Sent: *Wednesday, September 20, 2017 12:01:36 PM
*Subject: *Re: [AFMUG] OT. Is it time to buy UBNT stock?
I used to think financial guys were smart and "in the know" but having
this window into the realz, it makes me wonder if any of these people
know anything about companies they talk about
On Wed, Sep 20, 2017 at 11:56 AM, Sterling Jacobson
<[email protected] <mailto:[email protected]>> wrote:
Lol!
Were any actual investors complaining about UBNT before the ‘big
news’?
I didn’t hear of it, but then again, I don’t have stock.
*From:* Af [mailto:[email protected]
<mailto:[email protected]>] *On Behalf Of *CBB - Jay Fuller
*Sent:* Wednesday, September 20, 2017 9:23 AM
*To:* [email protected] <mailto:[email protected]>
*Subject:* Re: [AFMUG] OT. Is it time to buy UBNT stock?
up 2% today. imagine that
----- Original Message -----
*From:*Steve Jones <mailto:[email protected]>
*To:*[email protected] <mailto:[email protected]>
*Sent:*Wednesday, September 20, 2017 9:03 AM
*Subject:*Re: [AFMUG] OT. Is it time to buy UBNT stock?
So bloomberg is hammering them this mirning for not having a
big enough board....
Gee, i wonder how it is a company that avoids bloat could have
good numbers
On Sep 19, 2017 8:56 PM, "Chuck Hogg" <[email protected]
<mailto:[email protected]>> wrote:
I agree with a lot that's been said.
1. There are plenty of evangelists. Hell, come to
WISPAPALOOZA and you'll find hundreds of them, hell
they'll likely be wearing UBNT shirts!
2. Netgear is their competition? So very far from it.
Maybe in AmpliFi...but what about the 4+ other lines,
AirMax, AirFiber, UniFi, and the accessories.
3. They are one of the most successful in their core
space, the WISP market. And all the disruptive pricing
agendas pushed by UBNT have forced competition to become
more innovative. When you had to bundle equipment
together to make a CPE work versus buying it the way we do
today....this has not only helped the industry, but also
helped UBNT.
Regards,
Chuck
On Tue, Sep 19, 2017 at 9:33 PM, Sean Heskett
<[email protected] <mailto:[email protected]>> wrote:
It seems to be the thing de jour for investment
bankers is to short something and then bash it because
it's about to go down.
Jamie diamond kinda did the same thing with bitcoin
(although I don't know if he was actually invested in
bitcoin)
1. Short something
2. write some FUD
3. Profit!!!
Yay 🎉
-sean
On Tue, Sep 19, 2017 at 6:40 PM Josh Reynolds
<[email protected] <mailto:[email protected]>>
wrote:
Didn't somebody do this to one of the credit
agencies just last week?
Breach the company, bet on the stock going down,
release the breach info, profit.
On Sep 19, 2017 7:35 PM, "Carl Peterson"
<[email protected]
<mailto:[email protected]>> wrote:
They are short UBNT. They could look up
UBNT's new address but that doesn't help their
case so why would they. They shorted UBNT
based on the theory that it couldn't work
unless it was run by a "real CEO" and
management team, I.e people from their club.
They got hit hard in the recent run up in
share price and are throwing all the mud they
can find at the wall in the hopes that some of
it might stick. This isn't a research report
by a disinterested third party.
On Sep 19, 2017, at 8:07 PM, Mathew Howard
<[email protected]
<mailto:[email protected]>> wrote:
Yeah, there seems to be a lot of complete
nonsense in there. They say that nobody is
going to sit on a forum helping people
setup home router, which may very well be
true, but they seem to be assuming that
the majority of what Ubiquiti sells is
home routers... and I'm pretty sure home
routers are actually a pretty tiny
percentage of their sales.
If you spend a few minutes on the UBNT
forums, it's pretty clear that these
"evangelists" really do exist, and there
are quite a few of them.
I could be way off, but as far as I can
tell, the majority of UBNT's income is
from unifi, airmax and airfiber... and
that's a very different market from what
the likes of Netgear is dealing with.
It's entirely possible that there is some
kind of fraud going on, and there are some
points in there that are a bit worrying,
but there's a lot of stuff in there that
makes me think they didn't do anywhere
near as much research into the company as
they should have before writing something
like that.
On Tue, Sep 19, 2017 at 6:42 PM, Adam
Moffett <[email protected]
<mailto:[email protected]>> wrote:
I was not convinced by the argument
that they're "too successful". Some
Ubiquiti users actually /are
/evangelists, in spite of Left
thinking that's not possible. They /do
/have disruptive products in spite of
what Mr Left thinks. Left picked on
outsourcing engineering to Latvia like
that was obviously stupid....when
Latvia does in fact make electronics.
So he's clearly not infallible.
If the only reason for the empty
office photos is that they moved, then
that's a huge oversight on Left's
part. Seemed like a smoking gun, but
I assumed the person writing the
report is smart enough to find
Ubiquiti's current address. Maybe I
assumed wrong.
The forum being full of bots and
lurkers seemed bad at first pass, but
in hindsight I guess all forums are
full of bots and lurkers.
He also claimed that the amount U.S.
distributors buy from UBNT is
incongruent with their claimed sales.
It could still be right if it's like
90% overseas. Is it? How do we know?
Just askin.
------ Original Message ------
From: "Josh Reynolds"
<[email protected]
<mailto:[email protected]>>
To: [email protected] <mailto:[email protected]>
Sent: 9/19/2017 7:21:08 PM
Subject: Re: [AFMUG] OT. Is it time to
buy UBNT stock?
I see few points I'm worried
about. They moved into a different
office in SJ, I know that much.
That happened maybe a year ago?
Taiwan thing is worrying.
I believe the Chinese mob tried to
cause problems for them awhile
back. Few years ago.
On Sep 19, 2017 6:07 PM, "Mike
Hammett" <[email protected]
<mailto:[email protected]>> wrote:
I wouldn't be concerned about
most of those. Which points
are worth addressing?
-----
Mike Hammett
Intelligent Computing
Solutions <http://www.ics-il.com/>
<https://www.facebook.com/ICSIL><https://plus.google.com/+IntelligentComputingSolutionsDeKalb><https://www.linkedin.com/company/intelligent-computing-solutions><https://twitter.com/ICSIL>
Midwest Internet Exchange
<http://www.midwest-ix.com/>
<https://www.facebook.com/mdwestix><https://www.linkedin.com/company/midwest-internet-exchange><https://twitter.com/mdwestix>
The Brothers WISP
<http://www.thebrotherswisp.com/>
<https://www.facebook.com/thebrotherswisp>
<https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg>
------------------------------------------------------------------------
*From: *"Adam Moffett"
<[email protected]
<mailto:[email protected]>>
*To: *[email protected]
<mailto:[email protected]>
*Sent: *Tuesday, September 19,
2017 6:01:14 PM
*Subject: *Re: [AFMUG] OT. Is
it time to buy UBNT stock?
The content.
It takes a whole lotta
splainin to make all the
anomalies make sense.
------ Original Message ------
From: "Mike Hammett"
<[email protected]
<mailto:[email protected]>>
To: [email protected]
<mailto:[email protected]>
Sent: 9/19/2017 6:55:22 PM
Subject: Re: [AFMUG] OT. Is it
time to buy UBNT stock?
The report itself or what
the report revealed?
-----
Mike Hammett
Intelligent Computing
Solutions
<http://www.ics-il.com/>
<https://www.facebook.com/ICSIL><https://plus.google.com/+IntelligentComputingSolutionsDeKalb><https://www.linkedin.com/company/intelligent-computing-solutions><https://twitter.com/ICSIL>
Midwest Internet Exchange
<http://www.midwest-ix.com/>
<https://www.facebook.com/mdwestix><https://www.linkedin.com/company/midwest-internet-exchange><https://twitter.com/mdwestix>
The Brothers WISP
<http://www.thebrotherswisp.com/>
<https://www.facebook.com/thebrotherswisp>
<https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg>
------------------------------------------------------------------------
*From: *"Adam Moffett"
<[email protected]
<mailto:[email protected]>>
*To: *[email protected]
<mailto:[email protected]>
*Sent: *Tuesday, September
19, 2017 5:53:04 PM
*Subject: *Re: [AFMUG] OT.
Is it time to buy UBNT stock?
My first reaction is
they've sold a gazillion
units of M series, AC
series, Unifi, etc so why
would they have to cheat?
Now that I've read the
actual Citron report, I
found it ......unsettling.
http://www.citronresearch.com/citron-exposes-ubiquiti-networks/
------ Original Message ------
From: "Jeremy"
<[email protected]
<mailto:[email protected]>>
To: [email protected]
<mailto:[email protected]>
Sent: 9/19/2017 12:26:46 PM
Subject: Re: [AFMUG] OT.
Is it time to buy UBNT stock?
Well, three law firms
representing UBNT
investors have
launched
investigations today.
I think I will wait
and see what they find.
"NEW YORK, Sept. 19,
2017 /PRNewswire/ --
Attorney Advertising
-- Bronstein, Gewirtz
& Grossman, LLC is
investigating
potential claims on
behalf of purchasers
of Ubiquiti Networks,
Inc. ("Ubiquiti" or
the "Company")
(Nasdaq: UBNT). Such
investors are
encouraged to obtain
additional information
and assist the
investigation by
visiting the firm's
site:
www.bgandg.com/ubnt
<http://www.bgandg.com/ubnt>."
"LOS
ANGELES--(BUSINESS
WIRE)--September 19,
2017-- Lundin Law PC,
a shareholder rights
firm, announces that
it is investigating
claims against
Ubiquiti Networks,
Inc. ("Ubiquiti" or
the "Company")
(Nasdaq: UBNT)
concerning possible
violations of federal
securities laws."
"SAN DIEGO, Sept. 19,
2017 /PRNewswire/ --
Shareholder Rights Law
Firm Johnson Fistel,
LLP is investigating
potential violations
of the federal
securities laws by
Ubiquiti Networks,
Inc. (NASDAQ: UBNT)
("Ubiquiti") and
certain of its
officers. Ubiquiti
develops networking
technology for service
providers,
enterprises, and
consumers worldwide."
On Tue, Sep 19, 2017
at 8:57 AM, Adam
Moffett
<[email protected]
<mailto:[email protected]>>
wrote:
Interesting
article. They've
had a high
operating margin
for a long time so
if it was some
kind of trick then
it would have come
to light by now.
You can't make
imaginary money
for very long.
------ Original
Message ------
From: "Jerry Head"
<[email protected]
<mailto:[email protected]>>
To: [email protected]
<mailto:[email protected]>
Sent: 9/19/2017
9:31:02 AM
Subject: [AFMUG]
OT. Is it time to
buy UBNT stock?
https://goo.gl/JqRHCV
