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.

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

Weakness - *** ** **********

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

* *****. ** ******** *********** ******** **** ** ***** * ******* with ********'* *** *** ***. *** *** **** ****** ****** the ******* *** *** *** ******* ***** *** ********* ********. *** investor *** ******* *** *** *********, ** *** *** *****.

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

"*** ******* **** [********] ** *** *** *** **** *** ******* is * *** *****."

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

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

******** ** ********** ********* ** ******** **********. ** ****** **** ***** our **** ******** ************ **** **** **** ***** ** *** IPO. *** ** **** **** **** **** ****** *** **** criticized ****.

******** ****** ***** **** ************* **** ***** *** ********* ****. *** that ** ** ** *** **** ******* ** ********* ********** *** will ****** *** ****** *** ** *** *****, **** *****. Avigilon **** ***. 

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

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

** *** **** **** ******* [********'* ***] **** * ****** ***** *** if *** *** *** * **** *** *** *** ******* you ****** *****. *** **** ****** **** ***'* *** *** ******* (whatever **** **) *** ****** ***** ******** ** **********.

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

********* ********* ** ***** *** *** **** * ******* *** better. ********* ********* ** ***** *** * ******* *** **** ****** by ****** *** ******* ********** ***** ****. ******** **** *******.

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

**** * ****** ******* ** *** ** ********** *** **** ***** ** handling *********, ****** **** ***** ***** ******* ************, **** *** ***** ** face * *** ** ****-********* ****. *** ******** *** ***** this, ** ******.

**** ** *** ******* ****** *** ** ***** **** *****, 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 Integrator #1

05/18/16 02:40pm

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

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

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

Undisclosed Integrator #10

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

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

John Honovich

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

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

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

Thumbnail profile pic

Ethan Ace

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

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

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

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

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

Undisclosed Manufacturer #4

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

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

Undisclosed Integrator #2

05/18/16 02:41pm

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

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

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

Undisclosed Integrator #3

05/18/16 03:13pm

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

Undisclosed Manufacturer #4

05/18/16 05:21pm

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

Undisclosed Manufacturer #5

05/18/16 06:42pm

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

Undisclosed Integrator #3

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

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

Undisclosed Integrator #6

05/18/16 07:06pm

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

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

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

Undisclosed Integrator #7

05/18/16 10:42pm

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

John Honovich

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

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

Undisclosed Integrator #7

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 Integrator #7 | 05/18/16 11:06pm

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

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

Undisclosed Integrator #3

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

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

Undisclosed #9

In reply to Undisclosed Integrator #3 | 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 Integrator #7

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 Integrator #3

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

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

Undisclosed #8

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

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

Michael Miller

05/19/16 04:23pm

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

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

Undisclosed Manufacturer #11

05/20/16 08:55am

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

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

Undisclosed Manufacturer #12

05/25/16 01:35am

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

John Honovich

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

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

Undisclosed Manufacturer #12

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

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

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