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Skidos, that's great he responded to you. Though it was short he sounds upbeat and friendly. I expected Lightwave would have him ignoring contact by shareholders. He'll probably get an email about it from Zelibor later on. "no communication please"
The 10Q should be out this Thursday right?
Wow. It's an uphill battle for us retail investors most of the time.
Would the University put up the money to hire two full time PhDs if there was some type of problem?
I would say the price action agrees. Thanks for posting that.
Nice find gates! Is anyone here qualified to apply? ;)
I don't think the future price or exact demand for Niobium is the main concern and drive behind a deal. It's the security that it buys a company. An agreement with Quantum means Niobium will always be available to them and a predictable cost. Last year some Chinese companies took a 15% stake in CMBB for about $2 billion. CMBB provides I around 86% of the worlds demand. Having only one outlet that supplies almost everyone brings a certain amount of risk if your company has an absolute need for it. Something catastrophic or unexpected could happen at CBMM, then what do you do?
I agree with you that it's a rough road ahead in the U.S./Europe and demand in certain countries will most likely slow down.
At the same time there are lots other countries that are/were using cheap substitutes for Niobium but are adopting it's use. And there's lots of countries with healthy growth rates GDPWorldwide Which would counteract slowed demand in other parts of the world. China is one of good example, probably India too. China also has a lower class that is steadily making more and more money. They're buying things that contain niobium; computers, iPhones, tablets, I don't know, Gillette razor blades? Could probably go on and on about that. I read an article about China's lower class recently, as a whole they spend all their paycheck to improve their quality of life. And credit cards are being introduced to them now as well, I think Citibank is heading that effort up.
I don't think that will affect a deal. Niobium prices aren't projected to go down and neither is demand. CMBB says they expect a 60% increase in demand by 2015 is possible. Infact the first line in their release is The ore of the future, as it is known, will not be impacted by the financial crisis
These short term economic problems don't seem as important when you consider how many decades Elk Creek would be producing a increasingly valuable resource for all involved.
Cramer says sell Vivus. Jefferies lowered their price target for vvus to $6. Just more nails in the coffin.
Presentation by Phil Smith (2011)
I came across this today while searching around and have not seen it before. For those that don't have a complete grasp of how electro optic polymer works this will help you gain a better understanding.
Check this out, a post on the VVUS board from July 15th. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=77525344
Looks like this is about 50% true, looking forward to 100%, time is on our side.
Christ, man did VVUS tank today, our market cap is alot higher than theirs now.
X, just to clarify, you said "98% purity sounds good but I’m not sure what they need" check my post #1640. I thought the same thing and sent an email in. A quote from the response I received, "it is now at a purity that is satisfactory for our research and commercializes needs."
I wonder where they are with Indigo and Perk? I sent another email in but I doubt that is up for discussion.
Q3 Cash Flow Report.
http://www.otcmarkets.com/financialReportViewer?symbol=AVMXY&id=93697
Nothing stood out to me, it didn't affect the share price. The company has over 10 million in cash now with no debt thanks to the raise. They are spending on Marketing/Sales for Re-Cell in China this quarter but without any return. Sales in China will begin to come in during Q4. How they do in China will draw some attention but the fate of this company will ultimately be decided by the FDA. As we approach FDA approval it will start moving up. Buying this under $3 is a very good deal imo.
That logic wouldn't apply to the majority of shares. 39 million under 3.30, 5 million aren't. 5 million shares short from 10 can only break even so many under 3.30. I don't dabble in short positions so maybe I'm missing something.
Thanks for posting that.
Things are still quiet in trading. Not much buying or selling, with the exception of decent QRE.V purchases on Wednesday. I'll take that as a sign that there is no bad news or good news.
Who Needs Oil When You Have Niobium? Good short read, and a nice comparison.
http://pesatalk.com/2012/10/why-bother-with-oil-when-you-have-niobium/
I would copy paste but there is a little chart.
Question about available shares to short. I have a margin account, if I put a sell order in for my ARNA shares @$1000 per share would doing so make them unavailable to shorts? Sorry I'm not versed in the entire shorting mechanics.
This is dead on. While you may be pleased with the progress in the update it didn't include anything we didn't already expect of them. To get the share price moving we need some news with the word revenue attached to it.
98% question answered. I asked what the purity was at the SHM for comparison. Answer was that he wasn't sure but the 98+% is what was required for their research and commercialization needs.
Awesome! Tom sort of says it in the PR but the way it was worded I took it a little differently. I was thinking they needed 100% purity. A pleasant surprise for sure.
"I am happy to report that we are making outstanding progress toward consistent and reproducible performance and scaling up of our materials. Utilizing new analytical and preparative high performance liquid chromatography (HPLC) we have now been able to achieve greater than 98% purity of Perkinamine NRTM. We have never before achieved this level of purity, which has impeded our ability to obtain the repeatability required for the commercialization of our materials."
I agree Tom is being cautious. That's why I'm glad he's talking about late stage agreement steps with this mystery company. I would think if there was any real chance that it could fall through then Tom would have left it out. Now it would make him look terrible if it were not to work out. I don't think he would put himself in that position.
I sent an email asking.
That is tough to speculate Oddone. We're at 98+% consistency now. I'd like to know what % we were at during the shareholders meeting. Does anyone know this?
What's everyone's opinion on support for WPRT if Romney gets elected? I was about to take a position on Westport in January while it began that nice run it had waiting for a "down day" which didn't work out for me. When it dropped again I had put the money to good use elsewhere. Having extensive knowledge of the auto/truck world I love this company and the market they're cornering. Now it's back to what I consider a good entry point but I'm thinking of waiting until after the election. I'm not much for politics but I feel like natural gas use in vehicles is Obama territory, and has been left out of Mitt's energy plan. Correct me if I'm wrong.
Newark's in good shape from what I hear. Everyone I know there has power. I won't be able to drive by but hopefullt a Navy Admiral isn't afraid of a little water.
Close to Mahopac/Somers? I'm up there frequently.
I'm 18 miles north of Newark, DE and still have power. I just got back from a decent drive and things aren't too bad around here (yet).
I thought it would have came through by now. What is the maximum time they can take to do it? Someone on here had a Wall Street conspiracy theory that it would be held up for months and months to bring the share price down. If that's the case the lack of reduction in short interest would make more sense.
Unless something is wrong with my ETrade account, it looks like no trading is going on today.
Good to see you frobinso, I'm glad someone like yourself with a great deal of knowledge came over from ymb.
Dr. Feelgood, please email me, I am unable to respond. I put the address is my About.
4 or 5? There is more hope on this message board than in the whole 08 Obama campaign! Haha. They'll probably release a PR after we all lose our power.
Why did he ask me to look into it? Because I have made some very good money on other biotechs. And we are good friends, it never hurts to have a second opinion.
Seel, I read through everything that is posted above. What I asked was very simple, do you see Kevetrin coming to market in less than 5-7 years? And 1 person expressed that they believe it is a excellent candidate for Fast Track, thank you. Govorchin, thank you also. I will say that the correct answer to my original question was something like; "yes it will take atleast 5 years without Fast Track, but Purisol is starting Phase II so assuming all goes well it would arrive sooner." I shouldn't have used the phrase dead money. Like I said before, this stock will be bought by someone who will hold waiting for something to come to market. So until that happens, even if the stock goes up 10x in the meantime it won't matter to them.
Most of you seem to be of the mindset that I must not have read about CTIX, otherwise I would be buying stock double fisted instead of asking for verification of an end result. Forgive me for not jumping right in, there is a endless sea of compelling biotechs out there. Many with message boards with posters that think they found the Holy Grail. Usually they are all eager to tell you why, but not here though haha. I do find CTIX interesting, and I will pass it onto a friend of mine who did cancer research for years for her opinion. Good luck to all of you.
Oh I agree, I would trade it up and down, or at least trade around a core position. But my friend treats stocks with wine collector method, he has some he's held for decades. I can't knock his methods because he's done very well.
Obviously they move up and down, did you even read my post? You must be sensitive about this stock, not a good sign. I said it would dead money for 5-7 years (how long it takes to go through all phases of clinicals and bring the product to market) if you weren't trading dips. You know, buy and hold. So in a way you showed me the answer is yes. I don't doubt the stock will go up in the next 5*7 but if one holds through that period that isnt very relevant.
Perhaps a easier question would have been when do you see CTIX getting something to market.
Shareholders please clarify something for me.
I have a friend who asked me to look into CTIX for him. I will admit it's a compelling biotech under $1. My take on it is you've got Kevetrin starting phase I and two in the pipeline. So basically if you're not trading the ups and down short of a partnership or Fast Track this will be dead money for 5-7 years, assuming it goes all the way through clinicals, which is risky to assume. I'm just trying to find a compelling reason to get into this stock now.
Maybe a little bit of buy on rumor, sell before news?
Looks like someone bought some QREDF today, if we get to 100k I'll take it as a sign something good happened.
I kind of feel like Homer.