i think he meant:
https://seekingalpha.com/article/4108282-left-citron-boy-cried-wolf
----- Original Message -----
From: Josh Reynolds
To: af@afmug.com
Sent: Wednesday, September 20, 2017 12:32 PM
Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock?
On Sep 20, 2017 12:05 PM, "Bill Prince" <part15...@gmail.com> wrote:
or s**t from Shinola.
bp
<part15sbs{at}gmail{dot}com>
On 9/20/2017 10:03 AM, Mike Hammett wrote:
I suspect most of them don't know their ass from a hole in the ground.
-----
Mike Hammett
Intelligent Computing Solutions
Midwest Internet Exchange
The Brothers WISP
--------------------------------------------------------------------------
From: "Steve Jones" <thatoneguyst...@gmail.com>
To: af@afmug.com
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
<sterl...@avative.net> 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:af-boun...@afmug.com] On Behalf Of CBB - Jay Fuller
Sent: Wednesday, September 20, 2017 9:23 AM
To: af@afmug.com
Subject: Re: [AFMUG] OT. Is it time to buy UBNT stock?
up 2% today. imagine that
----- Original Message -----
From: Steve Jones
To: af@afmug.com
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" <ch...@shelbybb.com> 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 <af...@zirkel.us>
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
<j...@kyneticwifi.com> 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"
<cpeter...@portnetworks.com> 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
<mhoward...@gmail.com> 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
<dmmoff...@gmail.com> 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" <j...@kyneticwifi.com>
To: af@afmug.com
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"
<af...@ics-il.net> wrote:
I wouldn't be concerned about most of those. Which
points are worth addressing?
-----
Mike Hammett
Intelligent Computing Solutions
Midwest Internet Exchange
The Brothers WISP
------------------------------------------------------
From: "Adam Moffett" <dmmoff...@gmail.com>
To: af@afmug.com
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" <af...@ics-il.net>
To: af@afmug.com
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
Midwest Internet Exchange
The Brothers WISP
----------------------------------------------------
From: "Adam Moffett" <dmmoff...@gmail.com>
To: af@afmug.com
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" <jeremysmi...@gmail.com>
To: af@afmug.com
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
...
