<<What is the likelihood/possibility that HSOA can get their earnings out EARLIER than the "deadline date" of August 15?>>
I suspect little to none. Their history is to report at the deadline date, and Jim Fallon from CEOCast said that the release date would be around August 15th when I spoke to him a couple of weeks ago.
You were the kind of kid who snooped around the house for presents before Christmas, weren't you? Just be patient ... the day will be here soon enough.
<<Current "estimate" for the quarter is $25 million and 7 cents. At least that is the number CEOcast put out in its newsletter as "the Street" estimate. Is that the official Sanders Morris number? Someone on another board said that is the First Dallas number (the analyst who fled the lifeboat and is now gone). It sounds like a reasonable estimate that HSOA had a shot at beating, but can anyone confirm it is Sanders Morris's number?>>
Actually, and at the risk of sounding like NoClueJim, I posted that thought here yesterday. The estimate came from First Dallas -- remember, they had originally projected 10 cents for the quarter, then lowered it to 7 cents. To my knowledge, Sanders has not issued any quarterly estimate (nor has HSOA itself). I think it is humorous that an analyst can toss out a half-assed number like that, and have it become "the consensus estimate".
<<So are we gonna beat $25 million and 7 cents this quarter?>>
And that's the other side of the "consensus estimate" coin. I think we will beat it. Of course, we're not really "beating" anything, as HSOA itself has never issued quarterly guidance (except to say that the second half of the year would be much stronger than the first half). But if the market's perception is that 7 cents is the target, and HSOA posts something higher, then it goes on all the news wires as "HSOA Beats Estimates". Don't think that CEOCast isn't aware of this (nice double negative, I know), and I suspect that's exactly why they repeated this estimate as "the consensus" in their writeup. It's actually very smart, when you think about it. |
