Bottom Busters, Turnaround Stories, Hot Explorers

[kmx_swing]

OTEL Simple explanation why OTEL is a screaming buy...

within just three quarters of 2014 OTELCO has generated so much free cash, that they were able to reduce the debt by the same amount as is the value of their current Market Cap!!! In just 9 months!!!
Do you understand this? This is the undiscovered CASH COW...Dream of every investor...If you decide to buy 100% of the company now for current PPS, in one year the company generates from contracts more free cash, that you have paid for it :DDD. And they have subscribed 10% more clients between Q2-Q3 earnings period...
Only problem here is that the debt is so high, that the book value is negative -8.50 usd/share.
This is probably why we are that lucky to buy it now that cheap. But they have reduced the debt by 15% only in three quarters...As walk57 has written elsewhere - the banks love such companies. They make the banks live, the banks do not call bancruptcy on CASH COWS :D

Based on latest 2014 Q3 numbers released yesterday, their operations generates cash to get annual diluted net INCOME per share in level exceeding 1.60 USD!!! that makes OTELCO undiscovered undervalued baby with fair value 300-400% higher...(if there is no debt, it would be even higher, they are reducing now the debt in pace over 15% per anum)

[kmx_swing]

from (Sept 22) 1.66 to 4.44 so far... good call :)

and 6.60 now...

[kmx_swing]

from (Sept 22) 1.66 to 4.44 so far... good call :)

[kmx_swing]

from (Sept 22) 1.66 to 4.44 so far... good call :)

[kmx_swing]

[kmx_swing]

TTM - Tata Motors Limited, an automobile company, engages in the manufacture and sale of commercial and passenger vehicles primarily in India. Owns Range Rover and Jaguar.
This is perfect play if you have money and there is nothing interesting around. TATA is rather volatile stock, but:
1) it is biggest manufacturer of commercial vehicles in India. Within next decade it is estimated that number of thee cars should double in India
2) growing fats in passanger cars technology and sales
3) Owns Jaguar and especially new Range Rover is set to have excellent sales in 2013.

Very good perspective stock. Maybe the best in automotive family. Excellent to buy when dips come...

TTM - 6 months chart
TTM - 24 months chart

[kmx_swing]

USU - USEC Inc., an energy company, supplies low enriched uranium (LEU) to commercial nuclear power plants in the United States, Japan, and internationally. Stock was beaten down by shorts in past years as the delaid project of centrifuge was not supported by 2Billions loan guarantie by US DOE.
But this fact seems to change it all:
http://www.mansfieldnewsjournal.com/article/20120914/NEWS01/209140307/U-S-House-OKs-funding-bill-includes-Piketon-facility-funds?nclick_check=1
hand in hand with this
http://finance.yahoo.com/news/iaea-report-shows-global-demand-122000311.html

Quite speculative with possibility of very high return. Multibagger potential.

USU - 6 months chart

USU - 24 months chart

[kmx_swing]

MTG - mortage insurance company almost ready to collapse. But the housing market is improving in US officialy now. This sector should be demanded in next weeks or months.
Another catalysts are expected Freddie Mac, Fannie Mae Settlement. Announced for end of October. And this quarter results are expected also to be good and drive the stock up. Possibly better sell after announcement of good results, as the stock may rise now rapidly because of it.

Very speculative with possibility of very high return.

MTG - 6 months chart

MTG - 24 months chart

[kmx_swing]

YPF - biggest Argentinian oil and gas producerwas beaten down in April. Shock after takeover of Repsol's stake is easing. If they sign the deal with Chevron or any other big player to finance production of their vast shales, this stock will jump fast.
Currently crossed the barrier of 13.00 dollars and finnished session on 3x average volume at 13.50 (+4,30%)

Speculative bet with possibility of reward higher than risk. Next week should be green for few days unless market dramaticaly sinks. There is no reason for sink now.

YPF - 6 months chart

YPF - 24 months chart

[Foe]

PRW.AX Proto Resources & Investments Ltd (PRW.AX)
At the begging ... i think we can see this at 0.1 till end of year.

[kmx_swing]

ahoj teo, jsi schopný u brokerjet zadat pokyn all or nothing? už se mi s patrií nekolikrát stalo, že mi prodali nebo koupili akcie v hodnote rovnajíci se prakticky cene poplatku....arrrrrgh! A na muj dotaz mi sdelili, že to nejde. Pokud tedy nedeláš velmi likvidní akcie, jediná šance jak pres patrii je kupovat na ask a prodávat na bid - což je hnus, že.....
Patria má víc much...na stránku /do sledovacího portfolia/ si muzeš vybrat omezený pocet akcii - 50 titulu - pro další už musíš prepsat nejakou existující stránku. Tituly jsou pak serazené podle názvu firem a ne podle znaku...Na muj dotaz, zda by nemohli umožnit abecední trídení i podle jiných kritérií v tabulce rekli, že to predají na jejich IT.....pul roku a nic....... ))

[kmx_swing]

je aspon cech? Já tem CEO neverim nos mezi ocima. :)
Jaký je tam podle tebe potenciál rustu? Podle mne to uz prorazilo strechu....:))

[teomax]

a co je nejvetsi vtip, ze firma nema zadne auditem prokazana loziska (43-101 compliant resource), pouze velmi slibne drilling results a plan tezit okolo 100k zlatych unci pristi rok.

Zato ma vynikajici plan, management ma historii uspechu v predchozich projektech a rychlou exekuci planu v porovnani s ostatnimi explorery. Vetsina jejich "konkurence" tyhle story neveri, protoze ukazuje na jejich vlastni neschopnost.
Nekolik Gold Funds investovalo do Goro take, takze asi moc dobre vedi, co delaji.

Ja bych do nich taky asi penize nedal, nebyt DD od cloveka, ktery na 100% vi, co dela a jednim z nejvetsich akcionaru tyhle firmy.

[kmx_swing]

tohle ja nikdy nepochopím. zádné trzby a kapitalizace 200 mil, vzdyt je to pres 3,2 miliardy korun....:) já bych tu firmu za ty prachy urcite nekoupil.....pokud má market cap skutecne vyjadrovat hodnotu firmy...ten dul má asi skutecne prokázaná loziska o mnohem vetsí hodnote, ale i tak...

[teomax]

jo, jeste jako dobry priklad premia je GORO.OB, ktery tady mam hozeny v IBOXU taky. firma s market cap okolo 200 milionu USD a 0 revenues. Vynikajici management, ktery jde tvrde za svym cilem (zprovozneni low-cost zlateho dolu) a ktery ma rozhodne lepsi vykonost a vizi nezli 99% managementu u jinych mining companies.

premium je v podstate vse, co je forward looking, viz. BIDU anebo FSLR.

[Rom-lis]

Tak si tu zalozme CS - IHUb forum :)

[teomax]

Ty biotechnologie se mi zdaji jako celkom dost velka neznama, pokud clovek do toho nedela, riziko neuspechu technologie, riziko konkurence, o ktere clovek ani nemusi vedet, tezko posoudit profitablitu technologie.
Kdyz se divam na headlines a income statements u tech KWBT, tak to vypada na peknou rustovou firmu, ted jeste aby to byli schopni otocit do cisteho zisku brzy.


Ja se prave dost venuju oil firmam a vyvinul jsem si svuj vlastni, indikator na zaregistrovani kvalitni akcie. Skoro nepopsatelny indikator = vetsinou poznam, ze neco chci koupit behem prvnich dvou minut ciste podle pocitoveho indexu, pak se teprve rozhlednu podrobneji.
Takze do dvou minut i vetsinou vim, ze akcie me nezajima.

Zakladni kriteria: rozsireni produkce o 100 a vice% behem roku anebo necim zajimavy plan v pripade non-oil firem, dobry management, rychla exekuce planu, pokud mozno mensi share structure. EPS nehraje prakticky roli, u malych oil explorers je nejdulezitejsi cashflow.

Viz. 2 akcie, co jsem sem daval:

BPZ jsem kupoval za 8.4$, dneska stoji okolo 24$.

GTE jsem kupoval jeste jako GTRE za 1.37-1.7, dneska je to skoro okolo 6$

Obe dve slibovali nadstandartni rozsireni produkce v radu nekolika set procent, behem jednoho roku. V pripade alespon castecneho splneni market obvykle takovym firmam prisoudi premium (dnesni cena je cenou za kterou by se bez premium obchodovali treba za pul roku). V pripade nedostatecne exekuce planu se ovsem ztrata premia projevi i zesilene smerem dolu.

Jinak uz jsem toho moc z toho, co kupuju, nedavam, jelikoz jsem liny.

Nadstandartni rozsireni produkce v radu nekolika set procent, behem jednoho roku slibuje MMT.V, muj posledni tip, co jsem sem vcera daval, bohuzel ovsem je to tezky risk - neschopny a nekomunikativni managment, velka share structure, geo-politicke riziko, etc. , neco od ceho jsem daval vzdy ihned ruce pryc, ale ted nejak citim v kostech, ze by se tahle firma mohla rychle zmenit.

[teomax]

asi jo...a i kdyby, tak co je jim do toho, co mi si tady tlachame?

[Rom-lis]

Sranda citat tu na fore cestinu - je to vobec dovolene? :)

[teomax]

zdravim
koukal jsem se na to kwbt, ale biotechnologiim absolutne nerozumim, takze tohle jde mimo me. v podstate muj obzor je dost omezeny, predevsim oil companies a obcas nejaky ty mining companies. kdysi jsem sice dost hral mistni pump games s centovymi akciemi, ale to uz me nejak prestalo bavit

co ty, jaky mas investicni obor?

[kmx_swing]

http://www.hchz.gov.cn/jjjs4.htm

ahoj, hod si to prekladace... Kangtan je Kiwa...tahle stránka je novinka...projdi si kwbt, zajímá mne tvuj názor....v každém prípade to vypadá na brzký pritom dlouhodobý rust...pak to smaž, at ti tady nestraší ceština...:)
GLTY

[kmx_swing]

jj

[teomax]

choicetrade and brokerjet. both of them allows me to buy Canadian stocks via US pink sheets. Are you from Czech republic, when you use Patria?

[kmx_swing]

who is your broker? It seems Patria is not allowing to buy Canadian stocks...

[teomax]

I just bought this one, MMT.V, some small info:

MMT.V, current price 70 cents.

This company have been so far one big disappointed up until recently, when they finally OVER DELIVERED. So I am kicking myself on my head, that I didnt bought their shares for 40 cents just two months ago, when I was thinking about it.

2 wells totalling 7K BOPD a day on their first field, while they will be drilling all the year.

3 fields in Nigeria:

Umusadeye (53% net)
Qua Ibo (56% net)
Ke field (50% net)

High security risk, high reward play. Nigeria is one of the few last countries in the world where small juniors can drill 2-5K BOPD wells

I could write a more info, but I am lazy now

[teomax]

WEL announced net income of $5.1 million, or $0.07 per diluted share for the first quarter ended March 31, 2008

Another breaking quater, this thing is going to 4 bucks this year at least. If they manage to make 28-30cents EPS in 08 we could be with forward PE 15 in the 4.2 - 4.5 range. I bought this in 1.30-1.60 range, so it will be nice two bagger next year for sure.

[teomax]

added some more DPDW for 0.40 and 0.60 today and in the past few days, it has finally found out bottom and went into reversal today.

[teomax]

uhdi.ob, pinky play, I will write more later

[teomax]

huge TBLC news, these guys are gonna do it into big conglomerate.


Timberline Resources Corporation Signs Letter of Intent to Acquire Underground Mining Contractor
COEUR D'ALENE, Idaho, Dec. 5, 2007 (PRIME NEWSWIRE) -- Timberline Resources Corporation (OTCBB:TBLC) announced today that it has signed a non-binding Letter of Intent to acquire Small Mine Development, LLC ("SMD"), one of the largest underground mine contractors in the United States. SMD expects to reach nearly $100 million in revenues this year from the collective efforts of nearly 300 full-time miners working at six mine sites, serving world-class clients including Barrick Gold and Newmont Mining. Ron Guill, the founder, owner, and general manager of SMD, joined the Timberline Board of Directors last month.

Timberline CEO Randy Hardy stated, "We believe that the addition of SMD will position Timberline as a premier North American provider of integrated mining services, further solidifying us in our market niche as an earnings-driven enterprise with excellent 'blue sky' exploration potential. SMD is a proven winner in a difficult industry, demonstrating that diligence, innovation, and a willingness to challenge 'conventional wisdom' can deliver outstanding results. We are very excited to pursue this opportunity with SMD."

Timberline VP of Exploration Paul Dircksen added, "The long-term growth and success of SMD serves as testament to the tenacity and integrity of its sole principal, Ron Guill, who I've known and respected for more than four decades, as well as his exceptional workforce. There are many obvious synergies between SMD and our drilling and exploration divisions, particularly at our advanced-stage projects. We believe that Ron and SMD are a perfect fit for our management team and business model at Timberline."

SMD owner and Timberline Director Ron Guill stated, "I am very pleased to bring SMD together with Timberline and I believe that this relationship will prove mutually beneficial. Timberline management and I share similar business philosophies and we possess highly complimentary skill sets. Our combination will create a uniquely-qualified team pursuing a forward-thinking business strategy."

SMD provides its clients with innovative, flexible, and highly-productive underground mining solutions while maintaining an unwavering commitment to mine safety. SMD pioneered underhand cut-and-fill mining methods in the mid-1980's, a technique that has since become an industry-standard throughout Nevada, allowing safe mining within the difficult ground conditions that often accompany sediment-hosted gold deposits. SMD has risen to a position of industry leadership through a lean, flexible management style, empowering on-site operational teams to execute important decisions with significant autonomy. The SMD workforce is highly-incentivized through an industry-leading compensation package, including a profit-sharing plan. It is anticipated that SMD employee compensation will be further enhanced with stock-based incentives after the closing.

Timberline Executive Chairman John Swallow concluded, "Our corporate objective is to provide investors with significant exposure to both the 'picks and shovels' and 'blue sky' aspects of our industry. We believe that as mainstream investors become increasingly aware that the natural resource sector is not experiencing a typical short-lived cyclical uptrend but rather what we believe is a long-term, demand-driven bull market, the Timberline business model will have far-reaching market appeal. As stated previously, we continue to actively evaluate merger and acquisition opportunities in both mining services and exploration."

Timberline has retained Jefferies & Company, Inc., a global, full service investment banking and institutional securities firm, to advise us on the acquisition of SMD. The acquisition, which is subject to negotiation and execution of binding definitive documents, satisfaction of certain conditions precedent, approval by the Timberline shareholders, and other ordinary and customary closing conditions for a transaction of this type, is anticipated to close in early 2008. The company expects to finance this transaction through a variety of sources, including cash, debt, equity, or a combination thereof.

[Rom-lis]

DPDW had some nice run-up in last 3 months - It was probably some momo? IHMO - buy at or close 1,0 USD / Share range is good buy

[teomax]

I bought DPDW for 1.05, deep oil exploration servicing company, will add some more info in the ibox later

[teomax]

I add to my TRGL postion jan09 and jan10 call options while stock price was 6 bucks, half of book value and
bought more WEX for 1.7 and DAY.UN for 6.25, high yield trust, around 20% for current price.

[teomax]

bought today WEX for 2 bucks and TRGL for 7.5 bucks, will put some info in ibox later.

[teomax]

I have added some of my new picks I bought recently, into the Ibox.

[teomax]

sold on friday for 2.4 cents, the momo was going away

[teomax]

sold FCCN for 0.031 and bought instead of it another penny lotto play RCCH for 0.025

[teomax]

I sold my TRGL options and holdings yesterday for a small loss, not sure about nearest future of company, but in the long run, they should be ok.

[teomax]

I have sold half on friday for 0.0008 and half today for 0.0004. Some reliable person came to HCPC board and pointing out that some scammers are runnig it. I really dont care, made some money, the price tells us that its POS anway. I have bought some FCCN as penny lotto play for 0.014 on friday and some more today for 0.015, there is some RM coming and it looks like there will be a lot of hype, so a possibility to make a buck.
Bought MSD.TO, trust, sitting near 52 low, yielding around 15% and they just annouced a buyback, insiders bought to. Should go slowly up. Its free money.

[teomax]

TBLC is my new picks, its rather for long term hold, current price 3.05 USD, it should go up today a bit as there are some great news:

Timberline On Track to Shatter Its Quarterly Revenue Record
COEUR D'ALENE, Idaho, Sept. 14, 2007 (PRIME NEWSWIRE) -- Timberline Resources Corporation (OTCBB:TBLC) today announced an updated fourth quarter revenue forecast for its wholly-owned contract drilling subsidiary, Kettle Drilling, Inc. ("Kettle"). For the quarter ending in September 2007, Timberline expects to realize total consolidated revenues of more than $6.5-million, shattering its previous quarterly record by at least 35-percent. Timberline also expects its drilling operations to return to profitability this quarter, and to remain profitable for the foreseeable future. Kettle and its subsidiary, World Wide Exploration, S.A. de C.V. ("World Wide"), specialize in underground drilling services in support of active mining operations and advanced exploration projects.


Timberline CEO Randy Hardy stated, "Our rig count has increased sharply over the last several months and this aggressive growth will reflect in our financial performance, both in the current quarter and throughout fiscal 2008. We anticipate continued organic growth next year, particularly in Mexico, but at a moderated pace, allowing us to focus on cost controls, profitability, and sustainability. Looking ahead to 2008, without accounting for the impact of additional drill rigs or unforeseen operational disruptions, we expect to exceed $30-million in total revenue while achieving consistent profitability."

[teomax]

I didnt except it will go up so fast, 60% from yesterday, and people are still loading up.
another penny lotto call could be RM of FCCN, have to make some more research, if its not scam, but its pumped on Ihub and the RM should happen at the end of September, so it would go up for sure.

[TroutWorld]

good call.

[teomax]

HCPC, my todays penny lotto pick call.
bought for 0.0005, there is some pumping going on...

[TroutWorld]

Well, I called the 50 percent 200 dma pullback on SWVC. I smell a cup and handle, but I won't bet on it.

[teomax]

still holding rest of my SWVC, however I am going probably to sell some into the morning up movement. Its pitty there is still no 8K published, so SWVC still remains as shell.

[TroutWorld]

I'm holding free shares now in SWVC. I fear the inevitable 50 percent pullback at the 200 DMA (above .05). I plan to grab some DXN for a quick momo, but I'll make sure to have my stop in at just under the daily benchmark. Don't want to break rule #1. (Rule #1: don't lose money).

[teomax]

bought TRGL jan call option, strike 12.50, great news anyday

and TMY jan call option, strike 2.5, insiders still buying, the buyout is probably on the way

[teomax]

bought TRGL jan call option, strike 12.50, great news anyday

[teomax]

Gold Resource Corporation Drills Most Extensive High-Grade Mineralization to Date Including 7.5 Meters of 1.05 Oz/Tonne Gold Equivalent at Its El Aguila Project in Oaxaca, Mexico -

another great PR from GORO, it could be a 10-20% trade in few days.

[Crazy Money]

SWVC only went up 47% today... ;)

[AMERICAN_PSYCHO]

SWVC is the farthest thing from a pink!

PPS will go higher... watch.