Avigilon "Probably Going To Zero Within The Next Two Years" Charges Analyst

Author: John Honovich, Published on May 18, 2016

The analyst who blasted Avigilon 2 weeks ago as being a Cash Strapped, Commodity Company is not backing down one bit.

Indeed, the original target was a drop of ~40%, the stock is already down 15% since her post was published, largely due to Avigilon's weakest quarter ever, and now the analyst is projecting zero.

In this note, we examine why the projection is completely wrong but why it hits on a critical strategic weakness for Avigilon.

*** ******* *** ******* ******** * ***** ***** ***** * **** ********, ********* ********* *** ******* **** *** ***.

******, *** ******** ****** *** * **** ** ~**%, *** stock ** ******* **** **% ***** *** **** *** *********, largely *** **********'* ******* ******* ****, *** *** *** ******* ** ********** ****.

** **** ****, ** ******* *** *** ********** ** ********** wrong *** *** ** **** ** * ******** ********* ******** for ********.

[***************]

Going ** ****

*** ******* *** *****:

**** **** ** *** **** ***** ** * ********* ******* run ** *********** *** ************ ********** ********?

******** ********:

** **** *** *******'* ******** ***** ** **** ****** *** next *** *****.

Completely *****

***** ******** ** ************* ********, ** ** ************* ******** **** Avigilon **** ** **** ** *** **** *** ***** ** even *** **** ******.

******** *** ***** ******* ** ********* ******** *********,*********************. **** ***** ** ****** *** **** ** ** * successful ******* (********* *** ** ********** ** *** *** **** hoped) *** ****** ** **** **** *********** **** ** ** zero.

*******, *** *******'* **** ** ***** *********** * **** ******* for ********.

Weakness - *** ** **********

******** ********** (****** *** ***) ** **** *** ** ********** people.

* *****. ** ******** *********** ******** **** ** ***** * meeting **** ********'* *** *** ***. *** *** **** ****** during *** ******* *** *** *** ******* ***** *** ********* wardrobe. *** ******** *** ******* *** *** *********, ** *** the *****.

******, ****'* ***** ******* *** ********. ****** *** ********* ******* who******** ** **:

"*** ******* **** [********] ** *** *** *** **** *** company ** * *** *****."

******** *** ***** *** ******** ** ********** **** ***** *******. And **** ***** ************* **** *** *** ******** ********. ****** will **** *** *** **** ***** ****. *** **** *** growth ***** ************ ******* *** **** ***** ********** ****** / retire / *********, ******* *** ******* ** ******** ** *****, the ******* ** ******.

Worse - ******** ** ******** *********

******** ** ********** ********* ** ******** **********. ** ****** **** given *** **** ******** ************ **** **** **** ***** ** the ***. *** ** **** **** **** **** ****** *** have ********** ****.

******** ****** ***** **** ************* **** ***** *** ********* ****. And **** ** ** ** *** **** ******* ** ********* supporters *** **** ****** *** ****** *** ** *** *****, like *****. ******** **** ***.

****** ******, *** ******* ** *** **** ** **** *******, is *** *** *** ** *** ** *** **** * critic **** **** *******. **** *** **** ******, **** *** her ***********, **** *** **** **** ** *** *****, ********* her ** ****** *** *** ****.

************* ********* ******** ******** *******, *** ** ********** **** ****** ***, *********** **** *********:

** *** **** **** ******* [********'* ***] **** * ****** about *** ** *** *** *** * **** *** *** the ******* *** ****** *****. *** **** ****** **** ***'* fit *** ******* (******** **** **) *** ****** ***** ******** be **********.

********** ** ********* ***** ******** ***** **** *******. ****** **** listen ** *** ******** ***/** *** ** **** *** *********** their ******** *** ** *** ** *** *** ******** ** Glassdoor ** ******* ********* **** **** ** ** **** ******** reviews.

********* ********* ** ***** *** *** **** * ******* *** better. ********* ********* ** ***** *** * ******* *** **** itself ** ****** *** ******* ********** ***** ****. ******** **** neither.

Horrible *********** *** * ****** *******

**** * ****** ******* ** *** ** ********** *** **** worse ** ******** *********, ****** **** ***** ***** ******* ************, they *** ***** ** **** * *** ** ****-********* ****. And ******** *** ***** ****, ** ******.

**** ** *** ******* ****** *** ** ***** **** *****, financially, ************, *************, *** ******** ** **** ** *** **** 2 *****, ** * ******* ** ***** ******* ***** *****.

Comments (32)

Jeremy Ellis

| 05/18/16 02:02pm

*'** *** ** ****!

Eddie Perry

| 05/18/16 02:23pm

* ***** *** ** *****, ********** ** ***** ** ***** the ****** **** ***** *** *** **** ******* *** **** software ******** ****** *** ***** **** *** ****** ***. **** go ** **** ******..... ******** ****** ** *** **** ********* is ***** ** ***** ****. * *** $***

Eddie Perry

In reply to Eddie Perry | 05/18/16 02:24pm

$*** ********

Undisclosed 1 Integrator

| 05/18/16 02:40pm

***, ****** ******** **** ****, **** **** *** **** ********* for ****, ** *** *** ***** ****** *** ***** * sales ****** ****.

*******, **** *** ********* ** ***** * *** ** **** I **** ***** *** ******* ** *****, ******* *** **** was **** ** * ******, ****** ** ***** *******, ***** with **** ****** ** ********* *** ***********.

***, ******* **** *** ****** ****** ********* ********* "*** ** clothes **" *** **** ******** ***** **** ******* **** ********, Avigilon ***** ******* * *** *** **** ******** **** ***** have ***** *** *** ** ***** *** ** *** ******** from ******.

Undisclosed 10 Integrator

In reply to Undisclosed 1 Integrator | 05/19/16 01:37pm

********, **** ** **** **** ****** *** **** *******. *** H3 (****/**** ******) **** *** ************ **** **** ********** ** a ***** **** *****. *** **** $*** *******? **. ******** though, **** * **** ** *** $*** ***** ***** ****** cameras -- ** **** ****** ********'* ****** ********?

John Honovich

IPVM Admin | In reply to Undisclosed 10 Integrator | 05/19/16 01:42pm

**** * **** ** *** $*** ***** ***** ****** ******* -- ** **** ****** ********'* ****** ********?

*** *** *** ************ *** **** *** **** ***** ***** length *******? ***** **** **** ****** ** *** ***** ***********, lots ** ****** ***** ******** ********* *** * *********** ****** of ***** ***** ****** *******. *** ***** **** ********* ** selling **** ******* **** ** ~$***, **** *** ***** ***** manufacturer (******** *** **** ********) **** **** ******* ** ***** portfolio?

Thumbnail profile pic

Ethan Ace

IPVM Admin | In reply to John Honovich | 05/19/16 02:17pm

* ***** * *** ** ************* ***** ***** **** ** the ****** *** **** * ***** **** ******** *** ** the *** **** ********** ** ******* ** *** **** ****** years:

** * $*** ***** **** *** ******** ****, **** *** the ***********, ******* ** *******? **.

*** *** ** ** *** *** ** */* *** ******* ****** * *** ** *****. ***** ****** ****'* *****, *** they're *** **** **** ** ****** ******. *** *** ********** IR ** ***** $*** ****** ***** ***'* *** ********, *** it **** *** ***.

** * ***** *** ****** ** *** ******** ** ***** that ********'* ****** ****** ****** ***'* $*** ***** ***** ******, but $*** ***** ***** ****** *******' ****** ****** ***** ****** ******.

Undisclosed 4 Manufacturer

In reply to Undisclosed 10 Integrator | 05/19/16 01:47pm

**** **** ******* **** **** ********'*, *** *** **** ** broaden **** **** ** "****** ********".

Undisclosed 2 Integrator

| 05/18/16 02:41pm

**** ** ***, *** ***** ** *** ******* * ******* thru, ****** **** *** *** ** * ***** ** ********, and **** ******* ***** ** **** **** *****.

* ***** ***** *** ** **** ******** **** ******* * don't **** ** **** **** ********* *** **** ** ******** circus ** *** ** ********.

*********- ******** ***** * ******** ********. **** ******* **********! **** investor *** ** ** ******** ********* *** ******* *** **** against *** ****.

Undisclosed 3 Integrator

| 05/18/16 03:13pm

******** ** * ******* **** **** ****** **** ******** *** some ****** **** ******. * *** *** ***** *******, **** stable **********, *** ********* ************** **** ***'* **** *** *** investment *********, *** **** ***** ****** ** * ***** ******* or ******** ** ** ******** *******. **** **** **** ***** issues ******* ** * ***** ******** ** ****** **** **** worked ** ******* ****** ** *** ********.

Undisclosed 4 Manufacturer

| 05/18/16 05:21pm

***** **** * ***** ****** *** *********** - **** ********, crappy ******.

Undisclosed 5 Manufacturer

| 05/18/16 06:42pm

****, *** ******* ******* ***** ***** ** ** *** **** cause ** *** ** ***** ******, *** **** ***** **** the ***. * *** ***** *** * *** ************ *** near *** ***** ***** **** ******** *** ** ******* *******, and * ************ ***** *** ** ** ** ******** **** though ***** ********** ** ****** **** *** **** ******* **** money. ** **** **** ** ***** ******** *** *** **** treat ******, ***** *** *** ***** ******** ** ** ******* company. **'* ******, ****** **** ** ****** *** ******* ** a ******* (*** *** ******) **** ** ** ***, *** alone ** *** ********** *****'* **** **** ** ****** **. I've *** ******* ****** **** ****** ** ********, *** **** almost *** ***** ******* ** *** ***********.

Undisclosed 3 Integrator

In reply to Undisclosed 5 Manufacturer | 05/18/16 07:09pm

* ***** * **** ****** ** ****** ** *** ***** team **** ******* **** ******* ** *** *******. ***** *** some ***** **** **** **** ******* ** *** ********/******** ***** teams **** **** **** ******* **** ******* ** * **** level *** * ****** **** ****.

Undisclosed 6 Integrator

| 05/18/16 07:06pm

** ********** **** ******** ** **** ** ********* *** *********. Some ** ***** "******" ***** ****** ****** **** ** ** back ** ***** *** ***** *** **-***** *** ** ****** to ********* *** *** ** *** ** ***** *** *******-***** or ***** ** **** ***** ***** ******** ******* *** ***** sales ******* ***** ** * ******* **** * ******.

** *** ******* (** *** ** ***/********** ******) * ****** trying ** *** * ******** ***** * ******** *********** *** a ****** *** ****** ******'* *** * **** ** ****-**** --- **** ******* ********* **** * ****** ** *** ****** who ******* ******* ********** **** ****** **** *** **** *** back ** ****** ***** ***** *** *** *** ** ***** up ** **********.

* *** ** ****-*** ** *** ******* *** ***** *** other ***** ** ***** **** **** ***** * *** ************ carved *** **** **** ** ** ******* **** ******** ** present **** * ******* ***** ** * ***** ******** ***********.

Undisclosed 7 Integrator

| 05/18/16 10:42pm

******** *** * **** ***. * ***'* ** ** *** as ** *** **** **** ***** ******* ******* ** *** price. ** *** ** ******** ****** *** **'** ******* ***** their ******* ****** ********* ****** ******* * ******** *** ** end ********. **** *****'* *** ***** ****** ** ** **** solution *** ***** ****** ******* ******* ** **** **** *****.

John Honovich

IPVM Admin | In reply to Undisclosed 7 Integrator | 05/18/16 10:43pm

*, **** *** *** ******** ***** *** ******* **** ********'* VMS?

Undisclosed 7 Integrator

In reply to John Honovich | 05/18/16 10:55pm

****** ******* ******* ** **** * ****** **** ******* ******** due ** ****** ** **** *** ** ******** *********** **** the ***** ******** *******. *** ******* **** ******** ** **** the ********* ********** ** **** ***** ****** **** ******. **** the *** ****** *** ******** **** *** ***** ********** *********, they *** ******* *** **** ******** *** *** **** ** less ***** ***** ***** ******* ******* ** ** **** ********** vms.

**'* * *** ****** ** *********** ****** * ******** ** adding ***/*******/**** ******* *** *********** ****** *-** * ***** ** their ****** **** ****** ** **** ** *** ** *** and **** ***** **** ** ** *-*. *** **** ** add ********** ******* ** *** ******** *** ** *** ** what ***** * *** ** ***** ****** **** **'* **** budgeting ***** ******. **'** **** ***** **** *****/********* **** ******** the ***** ******* ***** ******** *** **** **** ** ** out ***** **** ****** ** **** *******/********* **** *** ***** end ** ***.

Michael Miller

In reply to Undisclosed 7 Integrator | 05/18/16 11:06pm

*** ******* **** ******** ** **** *** ********* ********** ** only ***** ****** **** ******.

**** ******** *** *** ******* **** *********/******** (*****) ******** ** Arecont/Avigilon (******)?

Undisclosed 3 Integrator

In reply to Michael Miller | 05/19/16 04:36am

** *** ******* * **** ******* * ********* ****** ** an *** ******, *** ****** ****** * **** ******* ***. HIK ****** ******* ******* ******* * **** ***** ** *** in ** **********.

Undisclosed 9

In reply to Undisclosed 3 Integrator | 05/19/16 05:35am

*****!

*** **** ********=****** ***** :)

Undisclosed 8

| 05/19/16 01:38am

** ******** *********** ******** **** ** ***** * ******* **** Avigilon's *** *** ***. *** *** **** ****** ****** *** meeting.

****** * *** **'* **** ***** ** ***** ** *** morning...

Undisclosed 8

| 05/19/16 07:33am

**'* *** **** ******** **********, ********* ** *** ****** *******

**** ****** **** *** ***** *** **** ***/****. **** *** been ******** **** ****, *** *** ** * ******, *** wake ** *** *** ***, ** **** ****** **** ***, let ** ***** ***** *******!

*** **** ** **** * *** ***** **, ** ** on ***** **** ****? *****.
*** **** ** *** **** *********** ** ***** ********* **** lawyers, ***** *** ** ********* ** **** * **** **** AVO,s ******* ** ****?

Michael Miller

| 05/19/16 01:48pm

********, **** ** **** **** ****** *** **** *******. *** H3 (****/**** ******) **** *** ************ **** **** ********** ** a ***** **** *****. *** **** $*** *******? **. ******** though, **** * **** ** *** $*** ***** ***** ****** cameras -- ** **** ****** ********'* ****** ********?

**** ** *******. ***** ** *** ****** ****** **** ******* should **** ** *** ****** ********* ** ******** *** ************* dropped *** ******* ** ** *******.

Undisclosed 7 Integrator

In reply to Michael Miller | 05/19/16 03:53pm

****** * ** ******* ** *** ***** ***** * ***** H3 ** **** **** ****** * ***** *** **** *** the **********. ****, * ********* *** *** ** ***** ******* than * *** ********* ** ********.

Undisclosed 8

In reply to Michael Miller | 05/19/16 03:54pm

...**** ** *** ****** ********* ** ******** *** ************* ******* the *****...

** ******** ** ****** ** *** ******, *** *** **** put ** ** **** *****? :)

Undisclosed 3 Integrator

In reply to Undisclosed 8 | 05/19/16 04:11pm

******** ** ******, *** *** *** ** * ***** **** online, ***?

Undisclosed 8

In reply to Undisclosed 3 Integrator | 05/19/16 04:17pm

**, **'* ** ****'* ******, *** *** ********. * *** just ****** ** *** ** ***** ** **** ***** ***** list. *** * ***** ****, ** ** ****'* *** *** meddlin' ****!

Michael Miller

| 05/19/16 04:23pm

*********** * **********: *** ***** **** ** *** *** *** pricelist ** *** ** ******* *** *** $*** *** **** way ****** **** **** **** ** **.

* **** ***'* ********** *** **'* ** **** ** **** Avigilon's ***-**-*** *********. *** ******** ****** ******** (***** *** ********** object ******), **** ** ******* *** *********** **** *** * year ******** *********** ******** **** ** **** ****.

Undisclosed 11 Manufacturer

| 05/20/16 08:55am

"******** ** ********** ********* ** ******** **********"

****** *** ********* ******.

Undisclosed 12 Manufacturer

| 05/25/16 01:35am

******** ***** *** ** ** ******** *********. ****** ****?

John Honovich

IPVM Admin | In reply to Undisclosed 12 Manufacturer | 05/25/16 01:38am

***********,**** *********,******* ******* & **************. * ***** **** *** *****, ******* ** * ****, will ******.

Undisclosed 12 Manufacturer

In reply to John Honovich | 05/25/16 01:54am

** ****'* **** ****** ** ****. *** * **** ********* is ** ;)

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