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KONE - could be a fun week for KONE, with earnings due out imminently. Maybe it can pull a CNYD which didn't have any catalyst along the lines that KONE does, yet more than doubled on Friday
HIHO - previous runner has a chance if traders decide it's newsworthy
Have you done the DD, or just speaking from past experience?
After doing the DD, we should be seeing anywhere from 0 to .57 EPS for the last 6 months of the year, on huge increase in revenues.
Liver -- good one.
I agree with you on KONE.
CNTF - pretty good writeup of the situation here, though the author isn't in a hurry to get ahead of the curve...to his detriment i hope!
http://valueinvestingfund.wordpress.com/tag/cntf/
CNTF - with the stock making fresh 52 week highs, and the china console story providing a stiff wind at its back, the stock could have legs. i'll prolly swing some into next week
CNTF - i have gone long CNTF based on your guys DD. Nice job. The theme is starting to gain traction.
I would imagine that there would be a rush to get consoles sold in China from the manufacturers, so perhaps we can be treated to an imminent deal soon
hweb, i missed fills on PRCP and CVV today! doh! Fortunately the ICPT theme stocks (CNAT GALT RPTP) are keeping me sane.
A bit early to mention KONE on this board, but based on mgmt fwd guidance in last PR, they should be quite profitable for the last 6 months. After seeing what CNYD just did, i have high hopes for KONE
now that's what i'm talking about there in #2. a partnership would be huge
yes thanks for the advice. don't see the need to park my $ in hopeful eventualities when so many stocks are moving TODAY. but i will keep on watch for future PRs like i always have.
fwiw, i like how u guys have connected the dots, which is why i was so interested. just need something more concrete to point to and CNTF would be a major theme
Looks like they're saying they haven't had the licencing discussions yet
ok thanks. without it in print, i'm not as inclined to take a position
where can i find this: "According to CNTF, the foreign companies will need to negotiate licenses with CNTF in order to sell their consoles in China"
do you have a link to what you're referring to?
RiceBran Technologies Completes Acquisition of H&N Distribution
H&N Acquisition Expected to be Immediately Accretive while Driving USA Segment Sales Growth and Margin Improvement
http://finance.yahoo.com/news/ricebran-technologies-completes-acquisition-h-133000573.html
haha hweb, re:SPCB. sometimes too much information is dangerous!
RCON prolly about due for a run; +4.7% here. low on chart but starting to trend up
cliff, re SPCB - yes, closed near the highs too. I still have a big chunk; afterall, we're now only $34.53 away from the $40 Lazarus target ;)
kidding aside, volume has been nice, and busting thru nearterm resistance should bring a test of the 52 weeker at 6.18
I'm also very long RIBT, which had a nice day as well. Non-GMO will be a big theme for 2014
SCOK gettin perky off CHNR sympathy
http://finance.yahoo.com/news/hongli-coal-coke-signed-tripartite-134500044.html
that story is getting some traction
MVIS got a pop due to a rumor that their product could have ties with TSLA...just a rumor so far
SPCB - serious volume today is the one thing keeping me from selling. Looking for parabolic move
If we are lucky, they'll do a unit offering UUUU.U
as always, much appreciated. UUUU will be my go-to uranium play once U prices start to head up. UUUU's deal w/ KEPCO should bode well for their future
bob - any thoughts on UUUU?
been reading bullish articles on it on Seeking Alpha and also from a geologist (http://www.goldgeologist.com/update/ma01.pdf).
But wanted to solicit opinion from trustworthy source (you) :)
thanks
PRCP SPCB
i can understand passing on PRCP as an earnings play, but it's not about that right now. it's about 3D and robotics angles....it's a trade.
SPCB on the other hand, i am a buyer on dips. plenty of bullish catalysts and a mgmt team that seems PR-friendly. lazard article today is a bit extreme with its $40 target, but i'd settle for 39.95 ;^)
Encouraging volume/price action today. Looking forward to what should prove to be a fun stock to trade in 2014
SPCB is trading pretty heavy, possibly due to the offering. So you might be right about getting a better price. Longer-term, looks pretty good if they can execute
SPCB - rather amazing PR on the consummation of their acquisition. .88 proforma 2012 eps with strong bid pipeline. should be a wild one today
http://finance.yahoo.com/news/supercom-completes-smart-id-acquisition-110000087.html
WPCS has all the hype it needs, but unfortunately there are bondholders converting here. When they're done, it should ramp higher, but albeit less acceleration than it could have, since there are tons of peeps underwater starting from yesterday AH.
that said, here are 2 bullish takes on WPCS's acquisition:
http://www.smallcapnetwork.com/WPCS-International-Acquires-Bitcoin-Trading-Platform-BTX-Trader/s/via/24047/article/view/p/mid/1/id/11/
http://seekingalpha.com/article/1904831-wpcs-a-transformational-acquisition-of-bitcoin-technology-should-send-shares-significantly-higher
yes kik, WPCS is in-play. Unfortunately getting pressured by convertibles or it'd be over $5 by now
Energy Fuels Enters Into Strategic Relationship Agreement With KEPCO
http://finance.yahoo.com/news/energy-fuels-enters-strategic-relationship-210500711.html
I really like this play. Sorry to those who had to suffer thru the r/s, but from this point on, it looks like a solid investment. I have taken a starter position and plan on adding to it. Especially considering what happened to trader-darling USU, the "best" way to play Uranium will now be UUUU imo. The story is right, the freshness is right, the prospects are right, and the float/o-s are right.
Disclaimer - i am a trader/investor, so i will not be holding this 12 months from now if all goes to plan. that said, i see 100+% upside
i only know what i am reading:
USA Segment Assumptions
For year ended December 31, 2014:
1. We assume that we will successfully raise at least $7.0 million in net proceeds under this offering by December 31, 2013.
2. We further assume that we will complete the acquisition of H&N by January 1, 2014 and that H&N operates as a wholly-owned subsidiary effective January 1, 2014 for the entire 2014 financial year.
3. Based on historical revenues, current customer activity and commitments under recently signed minimum purchase agreements, we assume 2014 annual revenues for H&N will be $15.0 million at over 30% gross margin.
4. We expect H&N 2014 operating expenses will be $2.3 million based on current expense levels and anticipated staffing needs.
5. We assume that all current customers with minimum purchase agreements in place continue as customers and meet their contractual minimum purchase obligations.
6. We expect sales to new customers utilizing our SRB products for meat applications and cereal ingredient inclusion to start the year at low or no sales and increase throughout the year, contributing nearly 4% growth towards the overall increase in revenues for 2014.
7. We assume that raw rice bran costs per metric ton remain at third quarter 2013 levels.
8. We assume that volume production from an existing production facility diminishes to immaterial amounts and is consolidated into other plants, and another production facility remains idle.
9. We assume about $0.5 million in capital project expenditures in 2014, including plant upgrades and capacity expansion at the Dillon, Montana facility.
10. We assume our efforts to rationalize manufacturing facilities will increase capacity utilization in the second half of 2014 at remaining plants by approximately 5%.
Brazil Segment Assumptions
For year ended December 31, 2014:
1. Assumes an exchange rate of US$1 to R$2.38.
2. A plant shutdown in order to conduct upgrades that will increase rice bran oil extraction capacity begins in January 2014 and completes in late February 2014. No production will occur during the shutdown period.
3. Revenue for 2014 is projected to grow 40% over 2013 assuming (i) no revenue during the 6 week shutdown period in January and February; and (ii) a build-up in raw rice bran processed from 6,000 metric tons per month in March 2014 building to 8,900 metric tons per month in the fourth quarter of 2014 resulting from the 50% increase in rice bran oil extraction capacity.
4. Raw rice bran costs are projected to remain at fourth quarter 2013 levels.
5. Plant operating efficiencies related to higher raw rice bran processing levels, without a corresponding increase in labor or plant overhead expenses, are projected to result in significant gross profit margin improvement.
6. Operating expense growth for 2014 is projected to increase 10% over 2013 amounts in order to support the expected 50% increase in raw rice bran processing capacity and a 40% increase in sales revenue.
Isn't the revenue ramp, in part, what the acquisition is supposed to accomplish?
Also noticed this: We believe that following the acquisition of H&N and the completion of the capital expansion project in Brazil, we will become cash flow positive...
gotta get the warrants in the money first! (exercise at 6.55)
CIMT SA article postulating $14.75 target
http://seekingalpha.com/article/1897401-cimatron-a-potential-takeover-candidate-poised-to-benefit-from-the-3d-printing-revolution
The most interesting part of this story for me is on pg.34 of the S-1/A, indicating estimated 2014 EBITDA of ~$6M, which amounts to about $2/share. Pretty incredible for a stock selling at 4.40