AESE 1.44 - attempting to climb back on the wagon with it's overdue Q4 10K filing on Wednesday after close:

https://ih.advfn.com/stock-market/NASDAQ/allied-esports-entertain-AESE/stock-news/88183366/allied-esports-entertainment-to-report-fourth-quar

I reentered this morning anticipating they'll also get current on their delinquent Q1 filing. I always thought these guys were lining up all their ducks neatly...don't know why they glitched? Guess everyone is capable of a mishap...or two?

Your thoughts...

SMDM .205 - receives formal certification from Nasdaq:

https://docoh.com/filing/923601/0001354457-22-000312/SMDM-CERT

added a few more in an avg. up...

SMDM .205 - receives formal certification from Nasdaq:

https://docoh.com/filing/923601/0001354457-22-000312/SMDM-CERT

added a few more in an avg. up...

AVRO .78 - AVROBIO Reports Positive Data From Phase 1/2 Clinical Trial of Investigational Gene Therapy for Cystinosis, Including New Interim Data on Neurocognitive Measures

https://investors.avrobio.com/news-releases/news-release-details/avrobio-reports-positive-data-phase-12-clinical-trial

Showing $3.25 netcash at 3/31 with a (.68) burn...

ISUN - my first attraction was their announcement of a $29M contract for EV charging in Jan./2022.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=167393667

'EV charging' perception is HUGE but not a peep about it in the recent Q1 report? Also their backlog numbers are all mumbo-jumbo imo

AVRO .78 - AVROBIO Reports Positive Data From Phase 1/2 Clinical Trial of Investigational Gene Therapy for Cystinosis, Including New Interim Data on Neurocognitive Measures

https://investors.avrobio.com/news-releases/news-release-details/avrobio-reports-positive-data-phase-12-clinical-trial

Any feedback from this board? Good, Bad, Indiffererent?

I own a small position and low-bidding more as one of the cashfat-biobust group.

ISUN 2.79 - files Q1 super ugly. And of note: they list $2.94M in "Vehicles" assets...WHAT?...I want a job there with those kind of "vehicle" perks?

Placed a notation in my ISUN notes - "SCAM". Still love the sector and continue holding SUNW as they appear to be waaayyyyy more legit...altho they also are stinking up the profit numbers.

SMDM .188 - files an investor presentation in afterhours:

https://www.otcmarkets.com/filing/html?id=15823428&guid=KoKwkHDznN_GB3h

still bidding here as this one continues looking better & better

A few cashfat-biobusts that I'm projecting to still be trading at less than 1/2-cash after two more quarters of burn...or...a full six months to get lucky and still be holding a stock at less than .50cents-on-the-dollar!

SBTX,TCRR,OLMA,ONCR,TERN...

For more than 10 years these cashfat-biobusts have been my favorite and most successful trading sector. I've never seen the sector this beat up, not even close!

ASMB is the largest 'NOL' number I've seen in these cashfat-biobusts. I thought it interesting that so many have been beaten down so bad that their NOL numbers dwarf their own markert cap.

As for ASMB trading at 1/2-cash, there are a few others that I'm projecting to still be trading at less than 1/2-cash after two more quarters of burn...or...a full six months to get lucky and still be holding a stock at less than .50cents-on-the-dollar!

SBTX,TCRR,OLMA,ONCR,TERN...

For more than 10 years these cashfat-biobusts have been my favorite and most successful trading sector. I've never seen the sector this beat up, not even close!

ASMB 1.54 - Accumulated deficit (654,519)...almost ($500M) more NOL's than SBTX, a $500M number that dwarfs their combined (SBTX & ASMB) market-caps!

In response to bladerunner's previous question of 'why', I would respond with simply one word:

OVERREACTION!!!

SBTX 3.00 - accounting question for the board?

In addition to it's pps trading well below 1/2 netcash, the 10K shows:

Accumulated deficit - (186,212)

https://docoh.com/filing/1671858/0000950170-22-005202/SBTX-10K-2021FY

Assuming a PFE (or similar largecap-biotech) was to acquire a smallcap-biotech such as SBTX at essentially zero cost, at $3.00 pps, would/could PFE also acquire $186M in future tax writeoff?

I would also take into account their 'accumulated deficit' and 'listing on what exchange'...both also of value?

Are you looking at more than one symbol?

CLBS .65 - I'm still trying to figure out how they arrived at valuation of:

...The transaction values each company at $90 million, which for Caladrius represents a 136% premium to its market cap as of the market close on April 26, 2022...

The CLBS 10-K lists approx. $90M cash. Does the private entity, Cend Therapeutics, also maintain $90M cash on their books?

TCRR and SBTX...but be cautious, they both go down every stinking day...

Also rebought GLTO today at 1.76.

MESA 3.63 - buying a few of this airline stock. Strong B/S, pps at yearly lows, and believe the airline-sector is ready to 'fly' haha.

Also been adding little-by-little to my cashfatbiobust stocks as several continue falling well below 50% cash. Buy when they cry...

AESE - 1.61 - that EVOL scenario playing out is all I can figger for AESE? Just when all AESE ducks seemed to be lining up nicely...BAMM...now it appears someone/group is going to attempt to sneak off with their big pile of cash?

SAD!

AESE - In July 2021, the Company sold its World Poker Tour business (the "WPT") to a third party. The Company's auditors have requested the verification of certain information related to the operations of WPT prior to the sale as part of the preparation of the Form 10-K, which the Company is coordinating with WPT to provide as expeditiously as possible.

https://docoh.com/news/benzinga/26751145/allied-esports-entertainment?fromCompany=1708341

So, unable to spell "fiduciary responsibility", they waited 4 full days past a previous unpunctual DEADLINE to tell us this top secret???

SAD!

ISUN 3.55 - did anyone listen to the CC? Hard to figure how they can square puffing-up the O/S to 14M from 11M and pissing off ALL of their previous positive Book Value...in one quarter?

Still a great sector, still holding a high option premium, but the flakiness is a bit much...maybe, given time, they'll wash up?

SMDM .145 - adding .14's on this morning's news...

Starting this spring 2022, these new products will be available for sale at the world’s largest retailer, in its flagship consumer electronics department, and will be available nationwide.

https://finance.yahoo.com/news/singing-machine-announces-technology-karaoke-120000594.html

Pretty sweet upcoming catalyst for a .14cent stock w/EARNINGS....

CPSS 12.32 - re-entered on the report...

During the first quarter of 2022, CPS purchased $410.0 million of new contracts compared to $328.0 million during the fourth quarter of 2021 and $205.5 million during the first quarter of 2021.

“I’m proud to report on the best quarterly results in the 31-year history of the Company”, said Charles E. Bradley, Jr., President and Chief Executive Officer. “Our first quarter originations volume was 25% greater than the fourth quarter of 2021 and approximately double the volume from the first quarter of 2021. We continue to see strong metrics in credit performance and are looking forward to the remainder of 2022.”

https://finance.yahoo.com/news/cps-announces-first-quarter-2022-203500080.html

ISUN - Well, I'm still holding half, reluctantly, as we could be currently witnessing a MEGA whiff...

February 01, 2022...and well-positions the organization to deliver on its guidance of nearly 400% revenue growth in 2022

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=168287393

What happened between February 01 and today's no-giddy-tardiness?

SMDM .135 - Very Nice! when you add this to:

Third Quarter Highlights: Fully diluted EPS of $0.03 for the quarter.

https://www.otcmarkets.com/stock/SMDM/news/Singing-Machine-Reports-25-Increase-in-Sales-and-Improved-Profitability-in-Third-Quarter-Fiscal-Year-Results?id=343468

ISUN 4.05 - ...today announced that it will issue results for fourth quarter and full-year 2021 on Friday, April 15 (th) . A conference call will be held on Monday, April 18, 2022 at 4:30 PM EDT to review the Company's financial results...

Can't recall seeing anything like this before? Announce an already tardy filing on a Friday and then follow with a CC 3 full days later...hmmmm.

Reduced my position by 50% this morning at a loss.

CLWY 16.80 - another I shoulda held but didn't. Did you hold on?

SBTX 3.21 - With approx. $9 (mostly cash) BV at yearend, it would seem SBTX could close their doors today - and issue some $7+ to all shareholders...or a healthy double from Friday's close?

Note the ex-CEO owned 25.1% of the O/S at the April/21 DEF14A filing:

Peter Thompson, M.D.(7) 8,745,139 25.1%

https://docoh.com/filing/1671858/0001193125-21-126673/SBTX-DEF14A

Even in pennystocks, I've never seen a selloff this extreme in terms of HARDCASH-to-PPS...SBTX does appear to be a gimme of gimme's at this pps!

SBTX 3.21 - "The SBT8230 HBV program is a very long longshot, IMHO."

Aren't the vast majority of these small biotechs 'longshots'? So yes, I agree with you but with approx. $9 (mostly cash) BV at yearend, it would seem SBTX could close their doors today - and issue some $7+ to all shareholders...or a healthy double from Friday's close?

Note the ex-CEO owned 25.1% of the O/S at the April/21 DEF14A filing:

Peter Thompson, M.D.(7) 8,745,139 25.1%

https://docoh.com/filing/1671858/0001193125-21-126673/SBTX-DEF14A

Even in pennystocks, I've never seen a selloff this extreme in terms of HARDCASH-to-PPS...SBTX does appear to be a gimme of gimme's at this pps!

NILE also has a very healthy Balance Sheet. The docoh.com dashboard shows a BV of 3.15...

https://docoh.com/company/896493/NILE

I remember they sold a very lucrative secondary or two back several months ago when the market was on fire.

SBTX 3.41 - $9.48 Book Value (mostly cash)...

https://docoh.com/company/1671858/SBTX

They've got a filing due so that BV number will decrease and beware of ambulance-chasers in hot pursuit but this is now the cheapest 'CASH-to-PPS' stock I can recall?

Just accumulated a truckload at pps 3.40...

SBTX 3.41 - $9.48 Book Value (mostly cash)...

https://docoh.com/company/1671858/SBTX

They've got a filing due so that BV number will decrease and beware of ambulance-chasers in hot pursuit but this is now the cheapest 'CASH-to-PPS' stock I can recall?

Just accumulated a truckload at pps 3.40...

Beam Global reported record revenues in fiscal 2021 of $9,001,751...

The net loss was $6,596,039 for the 2021 fiscal year...

https://docoh.com/filing/1398805/0001683168-22-002131/BEEM-8K/file/2

Welp, I guess they just need to grap-a-holt-o more "time" to improve their perennial failings at simple mathematics...

ISUN 4.43 - just wrote 50 Apr.14-$5 calls for $.55 and bidding more at .60. That's 12%+ cheeze for 3 weeks with a potential further .57 gain at any close above $5.

sweet...

ISUN - iSun estimates year end revenues at approximately $42.8 million to $45.3 million, gross margins at approximately 13% to 15% and net loss will be approximately $6.9 million. The largest contributors impacting the net loss for the fourth quarter are one-time expenses attributable to expenses related to the acquisition of Solar Communities, Inc.

ISUN is a very new issue and sector for me. The giddy'ness is still a bit pinkshitty for me imo but who knows. My original reasons for liking it is they seem to have the brightest Balance Sheet in a sea of solar-sector loser stocks and they're currently offering extreme options premiums...

TCRR 3.20 +.44 - got a nice move to sell a large chunk into - in one of my cashfat-biobust plays. I've also been trimming most every other position in recent days up to almost 70% cash in my poke. This market SUCKS imo, pardon mon francais?

Anyone else thinking "solar" is the next "Can't Miss" sector?...

ISUN 4.40 - reports Q4 on 3/30 afterclose. They've already preannounced giddy giddy.

February 01, 2022 - Q4 2021 marked iSun's first opportunity to deploy its recently completed solar and EV infrastructure platform. It did not disappoint. Preliminary Q4 results suggest iSun will deliver its biggest quarter in the company's 50-year, history and exceed previously released 2021 revenue guidance. The news follows iSun's recent $29.3 million contract award for electric vehicle infrastructure, and well-positions the organization to deliver on its guidance of nearly 400% revenue growth in 2022.

https://www.businesswire.com/news/home/20220201005831/en/

I'm holding for now, in this weakness, awaiting anticipated strength over the next few days into the filing. There is a recent upgap at 4.75...then looking forward to rolling calls, selling or both.

SMDM .153 - I believe the most recent O/S number - NUMBER OF SHARES OUTSTANDING Common Stock, $0.01 par value 36,636,264 as of February 11, 2022 - supercedes all previous O/S numbers?

Also the SC13G filed on 2/14/22 counts "2,469,085 as 6.8%" which would support a 36M O/S.

https://www.otcmarkets.com/stock/SMDM/disclosure

I think the stock is way too cheap either way...started a position yesterday.

SMDM .153 - what is the actual O/S?

NUMBER OF SHARES OUTSTANDING
Common Stock, $0.01 par value 36,636,264 as of February 11, 2022

Basic 53,410,249
Diluted 53,635,368

https://www.otcmarkets.com/filing/html?id=15561052&guid=zWHwkHFvU45-V3h

Why the discrepency in the recent Q? The overall fundamental numbers are extremely impressive for a .15 pps...

p.s. swampman - what's your fav karaoke set?

GLTO 2.01 - flipped a few I got at 1.75 but still treading water in this and several other biobusts also getting clobbered trading below 1/2 cash.

Leaning toward a 'hold' bias in today's broad-market strength as this is the first time in what seems like months that we might get some follow thru strength manana imo...

ISUN 5.10 - a solar play I'm tinkering around with also offering extreme option premiums currently.

Added this morning at 5.10 and sold the May18-$5 at .80cents.

Yes, lightened up on several positions in this strength as I can't envision any positive development over this weekend?