David Menlow
David Menlow
active consider corporate deal talk
Institutions said, 'Maybe I'd consider it at $4,' and they try to put a deal together. They have to talk to corporate investors. They say, 'Here's the deal. What do you think?' It's an active negotiation.
coming companies lack market
These are companies that lack the sponsorship for these underwritings. They come to market many, many months, if not years, before they should be coming public.
delivery issue looking market moving perception promise reality versus
Our issue here is controlling delivery of voice-based data. This is nothing revolutionary ... but the market is moving from back to perception versus reality and looking at what promise do (the companies) have.
branch given individual job liked lower offering olive pressures pricing range seen
Personally, I would have liked to have seen it priced at the lower end of the range as an olive branch to the individual investors. But I think they did a superb job pricing it, particularly given the pressures they were under with an offering of this size.
investor shift wholesale
There's been a wholesale shift in investor mentality.
next rightly
Is it going to $53.25 or $33.25 in the next move? I would say it would be to the downside, and rightly so.
continue gap people problem stocks understand
It'll do well at the opening. The problem is people just need to understand that these are stocks that are not going to gap up and just continue to run.
appears company far growing increase percent question rates rather staggering top value
The company appears to be growing at some rather staggering rates as far as their top line. The big question now is if the 39 percent increase in the value of company is warranted.
flash focused market rather reality seeing versus
This is a market that has focused more on fundamentals rather than a flash in the pan. We are seeing reality versus perception.
appearance definitely false gives market outward rebound signs
The IPO market gives the outward appearance of a rebound but that is a false sense of confidence. The market is firming up and there are definitely upgrades but not all the signs are clear.
breathe point
We like the company, we like what they do, everything about it is great, but at some point you can't breathe too well at 43,000 feet.
bottle caught company dictate lightning love price problem tremendous
You have to love the company itself. It caught lightning in a bottle and is a tremendous company. But where we have a problem is that emotionalism will now dictate the price of the stock.
energy favorite leadership looking market odds sector sleeping
We are looking for the energy sector to be the odds on favorite for market leadership that could reawaken the sleeping IPO giant.
assets companies divisions investing looks public work
Underperforming assets are not going to work in the marketplace. Spin-offs used to be desirable. Now it looks like companies want to give to the investing public divisions that they can't do anything with.