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Started By
Message
Let's discuss Stamps.com
Posted on 2/22/19 at 9:08 am
Posted on 2/22/19 at 9:08 am
So they ditch their exclusivity agreement with USPS, and their stock tanks by over 50%, slipping from around $198 to less than $100.
However, it's a play on betting that Amazon goes big into shipping. If they do, if this a good buy for a potentially huge rebound?
However, it's a play on betting that Amazon goes big into shipping. If they do, if this a good buy for a potentially huge rebound?
7
Posted on 2/22/19 at 9:12 am to HubbaBubba
Cheap stocks get cheaper
Posted on 2/22/19 at 9:24 am to HubbaBubba
Never understood how the business model lasted this long, when you could buy the same shipping services via the USPS website and/or through PayPal at the same price if not at a discount, without paying a membership fee to stamps.com. Who pays for a membership to buy stamps?
Posted on 2/22/19 at 9:25 am to HubbaBubba
quote:
However, it's a play on betting that Amazon goes big into shipping. If they do, if this a good buy for a potentially huge rebound?
Must be nice to completely FUUUUUUUUUUCCKKKK over investors who believed they were buying a steady revenue model in a multi billion dollar company.
I do not care that they did this, but I think that there should have been signaling in prior calls.
Posted on 2/22/19 at 9:33 am to Mr.Perfect
STMP was buying back stock in Q4. Stock -50% today. 
Posted on 2/22/19 at 9:35 am to Mr.Perfect
quote:Yeah... that's going to sting for investors for a while.
I do not care that they did this, but I think that there should have been signaling in prior calls.
Posted on 2/22/19 at 9:57 am to raw dog
quote:
STMP was buying back stock in Q4.
Posted on 2/22/19 at 4:26 pm to Mr.Perfect
There was some signaling. Yahoo! Finance had a write up about it in some SEC filings in 2018 and how the article’s author had warned us to look out.
Posted on 2/22/19 at 7:13 pm to TDFreak
Well congrats to the few that shorted on that and good for the analyst
Posted on 2/22/19 at 8:52 pm to Mr.Perfect
Yeah. Doesn’t help you.
Posted on 2/22/19 at 10:51 pm to HubbaBubba
quote:
However, it's a play on betting that Amazon goes big into shipping. If they do, if this a good buy for a potentially huge rebound?
I would not think Amazon would need many stamps if they are doing the shipping.
Posted on 2/24/19 at 8:19 pm to Mr.Perfect
quote:
but I think that there should have been signaling in prior calls.
in August last year.
quote:
"While we believe that this agreement is mutually beneficial to the USPS and to us, there is a risk that renegotiation is unsuccessful and leads to materially less favorable terms or that the USPS decides to not renew one or more of these financial compensation arrangements," Stamps.com said. "In such case, our revenue and operating results will be materially affected unless we are successful in timely replacing the lost revenue with similar compensation from other potential partners."
Dug deeper into this stock this weekend, and I'll be taking a position tomorrow.
Management buying back so much stock last year, while knowing there was a strong possibility of getting it at a discount is worrisome. But overall I like this discount.
Posted on 2/25/19 at 8:56 am to castorinho
Love me some quick money.
Posted on 5/8/19 at 3:37 pm to HubbaBubba
They're about to get fricked again tomorrow.
Think I'll do another quick flip
Think I'll do another quick flip
Posted on 5/8/19 at 7:37 pm to castorinho
Wow. What an awful year for this company and its employees & shareholders.
Crazy thought: Is there any chance STMP could win back its exclusive deal with the USPS? Then it would climb as fast as it fell.
Crazy thought: Is there any chance STMP could win back its exclusive deal with the USPS? Then it would climb as fast as it fell.
Posted on 5/8/19 at 10:22 pm to TDFreak
quote:I listened to the earnings call, and that would really surprise me. I'd be concerned with their management, if they did that.
Crazy thought: Is there any chance STMP could win back its exclusive deal with the USPS? Then it would climb as fast as it fell.
Also sounds like USPS has decided to cut them out as middle man and work with the resellers directly. Which is why they cut their guidance for the year, which sent the stock stumbling.
Posted on 5/9/19 at 3:53 pm to HubbaBubba
Stamp stocks are on the up and up.
Posted on 5/9/19 at 4:27 pm to castorinho
quote:
They're about to get fricked again tomorrow.
Think I'll do another quick flip
Wow, wish I had seen and acted on this post. Props to anyone who did.
Posted on 5/9/19 at 4:28 pm to Mootsman
Saw that ticker on the treadmill!!!!! 
Posted on 5/11/19 at 9:50 am to bayoubengals88
Wow! I never understood the value of this company, but I’m sure I own it through a mutual fund somewhere. What an incredible collapse from all time high of $285 to $40.
Maybe an opportunity to buy some cheap lotto call options?
Maybe an opportunity to buy some cheap lotto call options?
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