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Re: nsomniyak post# 8

Friday, 05/16/2008 6:52:55 PM

Friday, May 16, 2008 6:52:55 PM

Post# of 755
OK--eating my own dog food as it were, here is my OWN response to THE NSOMNIYAK CHALLENGE--what I picked, why I like them long term and why I like them to rise during the time frame of PSL9.

btw--KiK -I am going to Kik your...(tail) and I accept that challenge...

DPDW.OB - see Hank's DD posts for the comprehensive write-up on DPDW (though I will say that in this case I was not basing off of Hank--got into DPDW earlier, on my own). My personal thesis is that DPDW will uplist to the Amex, very likely in the PSL9 timeframe, sponsored by Dahlman Rose and one of their big pockets Wall St. partners, and make another acquisition beyond Flotation (a wonderful fit) and pick up a couple top-tier analyst recs in the process. That's my story and I am sticking to it.

FRPT - I am still waiting on THE BIG ONE--the order that sets FRPT free. MRAPII orders should be out in June. FRPT has quietly rallied from under 2 to 4 since March. FRPT has the potential to double or more over the course of PSL9, or it could just sit there)

FMA.TO/Fmstf.pk - First Metals - the Q they just released was abslutely outstanding. Focus in on "on a stand-alone basis net income for March would have been $2.1MM". Do the math--this is outstanding. I think this will become a fav on the Jr. Miners board. I know that I read the info as "I gotta own this one". There will be some entires in PSL9 that are 100% metals. I can't out-metal the metalheads, but FMA is my shot at riding their coat tails.

ADK.V/DGNOF.PK Diagnos - Pride goeth before a fall. I said earlier that you can't out-metal the metal heads. Nonetheless, this is my attempt to do so, and is actually the pick I feel best about. Their CARDS technology is, essentially, a data mining platform that can be applied to mining data to identify the best spots to drill or build a mine. Diagnos gets cash up front, some shares in the company who hires them, and, typically, a royalty interest. Lots of success stories so far. It works. In fact, it appears they can jump in at earlier stages than previously thought, and add considerable value. Time is money in the mining biz, and drilling data is precious, and any technology that gets more useful information out of drilling data sooner is priceless. (The one thing I remember from my information theory class in college, 30 years ago, and I have spent my career since as an IT professional, is that data does not become information until it triggers a DECISION). Check out the track record--this predictive technology works. And, it would appear, they can do this reliably at earlier stages, with less data than they thought previously. Don't ask me, ask ABX and FN--both will announce deals with AKS.V soon. I expect the ABX deal to exceed last year's revenues. They have a nice track record but FN will get them noticed by anybody who is anybody in mining, and ABX will make them known to the folks whose mining stock world begins and ends with ABX. VMC Metal-heads--WAKE UP. You need to look into this stock! Check out some of the names involved. Would you have like to be inside P. Lassonde's head 10 years ago?

The CARDS technology can also be applied in other ways and ADK.V has identified 3 additional verticals--none of which are relevant imho in the PSL9 timeframe but nice gravy on the upside longer term.

TGC - Tengasco - I like this as a North American energy play. Recent quarterly earnings PR had all kinds of nice forward-looking statements. This is one where I am, to some degree, following Hank. hank partially bailed, but I still like it. If it could push through .83 or so, that would be breaking a triple top and it would have something of a blue-sky run opportunity.

My wild-card, once again, is MRDAF. I had another pick penciled in here which failed to make the .25 price floor. Actually, I am somewhat relieved. MRDAF was my top pick in the year-long Beat the Hank Bank contest, and, although it is almost at the bottom of the pack for "top picks", I still firmly believe it can win top honors for me by year-end. Or it might not. Whaddaya want--if it was a sure thing it wouldn't be a wild card! Monday could be interesting--MRDAF goes in front of the FDA. If FDA indications are positive, I am pretty sure that there is money on the sidelines that ownt be there for long. They also will have new IR function kicking in. FDA endorsement of the Lipo-Laser would send us off to the races. See my more extensive DD post on the BTHB board earlier this year.

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