ColdShower Analytics @ColdShowr
Using cold water (facts, forensic analysis, and public filings) to re-engage electrical impulses to brains subjected to misrepresentations, promotes, and greed. Joined July 2016-
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We believe $DIOD is falsifying product origin, which violates Sec. 1592 of Title 19 (Customs Duties) of US Code, Chapter 4 (Tariff Act of 1930), punishable under Sec. 542 (Entry of Goods by Means of False Statements). @CBP - see our report for details - coldshoweranalytics.wordpress.com
We believe $DIOD is pursuing an intercompany rerouting strategy to artificially change the geographic product origin, or “transshipping,” which is an illegal strategy used to circumvent antidumping tariffs. #tariffevasion #UStariffevasionChina
After two years away, we follow up our $MTSI reports (stock declined by 60%+) with our initial discussion on $DIOD, who we believe is engaged in an illegal scheme of transshipments to circumvent tariffs coldshoweranalytics.wordpress.com
With $MTSI bulls finally backing off their irresponsible thesis, Cold Shower Analytics reiterates fair value < $22 …ldshoweranalytics.files.wordpress.com/2016/07/mtsi.p…
Tweet Storm on $MTSI will reconvene later... not 1 of the 10 buy-rated analysts focused on the altered presentation of financial statements
Cold Shower Analytics reiterates $MTSI’s fair value is < $21.08, representing at least 44% downside: …ldshoweranalytics.files.wordpress.com/2016/07/mtsi-p…
Excluding this bi-product of discontinued operations, $MTSI earned $0.47 in June quarter, missing $0.51 consensus estimate by $0.04.
Mgmt changed Non-GAAP NI calc include the temporary benefit from Discontinued Operations: (5)
The promised “real inflection point of full scale production” of MPAR tiles in 2017 will no longer happen: (4)
Ramp of 100G lasers that mgmt publicly stated already commenced in C1Q16 was suddenly retracted: (3)
Pushed out the ramp of GaN (yet again) from mid-2016 to 1H2017: (2)
Mgmt confirmed PON market has come to screeching halt, despite publicly denying it 3x times during the quarter - …ldshoweranalytics.files.wordpress.com/2016/07/mtsi-p…
We present top five validations (with quotes) of $MTSI charade from the call last night, including: …ldshoweranalytics.files.wordpress.com/2016/07/mtsi-p…
In earnings report last night, mgmt again altered adj financial statements in blatant attempt to flatter eroding P&L and neg organic growth
$MTSI methodically hiding weak organic growth with M&A, intense hype, accounting alterations & shenanigans, and material misrepresentations
Instead, $MTSI meets (with adjustments) and lowers midpoint. Fraying has been occurring for many Q's. Games exposed: bit.ly/29VqMGq
$MTSI again using pro-forma exclusions to "meet" estimates. Craig H(ump)allum had been positioning investors for beat/raise 1/n
@ActivistShorts Cold Shower Analytics' 70 page report on the Charade at $MTSI …ldshoweranalytics.files.wordpress.com/2016/07/mtsi.p…
@AlderLaneEggs Enjoy on $MTSI: bit.ly/29VqMGq
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