Often irritated, never duplicated
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For those disparaging a USB upgrade...
How incredibly short-sighted to not see that this is a critical step between proprietary hardware restrictions and the ability to plug & play with every computer in the massive medical and food safety industries.
I use high-end digital audio recording, which until a few years ago always required MIDI interface, a 5 or 7-pin DIN system that is common to musicians and recording engineers, but hardly a household name in computer interface. When M-Audio created the first commercially viable USB external soundcard, it put the company on the map in a huge way. Instead of fumbling with a soundcard and several clunky cables running to hidden ports on the rear of the PC, a slim, attractive desktop box allows microphone or 1/4" phone plug to go straight into the computer via front panel USB.
I hope the rumor is true, as this would be a critical upgrade for mass utility compatibility.
Concur...
And of course I deliberately refrained from questioning the veracity myself, nor impugning the reporter of the info. I found the info to be a bit too specific and relevant to be false, and I have no reason to doubt Fione. Nonetheless, high hopes will meet with bulk selling if too many wait for the announcement and see the window for a PR elapse with nothing to show. I just hate to see PPS inflate anticipating news that doesn't come. We've seen it before and the overreaction isn't pretty. Five days is cutting it close if the meeting is being postponed.
(But if the PPS bottoms in the .001-.002's again, I'll probably buy back my old position. I had too many unrealized gains on the last run, so I dumped enough to make the remaining majority free.)
"2) Stockholders meeting has been changed...to 11/17/11 "
That had best be announced publicly very soon. Folks who made plans to fly to San Clemente Monday are going to be understandably ticked-off if this is a last minute change.
Likewise, plenty of folks here will disregard the rest of the info if the new meeting date is not announced.
"...now I'm seriously worred..."
It looked pretty bad in early summer of 2010 too, right before the JV was announced. I'm betting we have enough irons in the fire for lots of upside from here. Of course everyone must make their own decision based on their own info and insight. Good Luck!
"Put yourself in their shoes"
I'd rather put myself in their boardroom when Mr. Liang and associates are making their pitch. Sadly I was not invited.
We don't know what is going on, but speculating that Liang is the Briscoe-puppet that offends Chinese business interests is, again, absurd. Whatever you think you know about Chinese businessmen, this is a specific situation with individuals acting out of interest in the development of specific claims. Your broad-stroke observations of how Chinese do business aside, there are reasons to be hopeful and reasons to be cautious. I factor both into my decision to hold LBSR.
Wow...
I am not yet impressed with the Liang-as-Prez phase, but the idea that it is a cheap stunt to fool the Chinese by using a token Asian is offensive and absurd, not to mention baseless in fact.
It is much more likely that a negotiation in-progress created the need for Liang to act more unilaterally when dealing abroad. Given Briscoe's long hold on the title, to relinquish it to LL says he has started something that will be finished by the president of LBSR inking a deal. Maybe not, but it's not nearly as fact-free as the other assertion.
Of course I'm not of the opinion that Liang, Othon, or Vollmer can wave a magic wand over the claims and turn a pumpkin into a SWF offer. Execution of a drilling plan is #1 on my list. I am also worried about the SAGE deal. I see it as another opportunity to get tarred & feathered with scumbag financing, but welcome to micro-caps. The uranium claims were the clear choice for a long-ball risk, given that we still haven't seen the end of Fukushima and world economies don't favor immediate need like gold and copper. If we get money and drill any of the ZTEM-ed claims, I'll be happy and I bet the PPS will be too.
I vote for Tombstone now and BH in the spring. BTW, Kabuki theater is a Japanese form, not Chinese.
"the Company owns... (80.7%) of the issued and outstanding stock"
Do you have documentation for that figure? It doesn't jive with the last numbers I've seen concerning inside ownership.
Also...
Interesting that we get late double-digit green on the day that the Pebble decision is handed down (or up, depending on appeal). Looks to me like word was going out in the PM.
It's obvious that political posturing surrounds Pebble, but pieces are being put in place quite deliberately all the same. The state knows that more litigation awaits if permits are denied.
Nice to see the mention of LBSR...
...but I also noticed this part of the article:
"Bryan Murphy is a paid contributor of the SmallCap Network."
I'm not saying it means they are pumping for a flip, but they aren't mentioning this in pure altruism. I do like the info on personnel and the speed with which SAGE is moving.
And again...
The red metal is too volatile. Time for a large domestic source to be developed, as a matter of strategic and national security interests.
http://news.yahoo.com/chiles-capital-hit-widespread-power-outage-000026440.html
It has been that way for a while.
I've seen bloat in the big boards since mid 2010, false margins and skewed debt projections based on stimulus offset. Any company big enough for Goldman or Moody's to follow presents potential for deep resources to shake the tree, or just drive the stocks down via inept trading and the subsequent need to sell large tranches for cover. Too much manipulation on the street. I'll look at the trends against cash and big board stocks, and combine it with the trend toward all metals commodities. As far as I'm concerned, many of the big boys only know how to make a dime when the ducks are already in a row, with demand built in.
And isn't it interesting to see that Briscoe and Guilbert seem to have a deep-bench portfolio of well surveyed potential claims in their back pockets. How big will the potential have to get before a major steps in, and how many more claims will they grab when the cash from such a deal emerges? The most recent developments are all in areas with a history of economic mineralization, with standard-issue permitting, roads and infrastructure in place, and large players already nearby as the trend toward PM and industrial metals continues its logical ascent.
I was thrilled with the potential of BCSP or NPSP alone last year, but there is a great deal more on the plate these days. Let's watch these two old rockhounds put their names in the record books as the LBSR story plays out.
"do some shallow test drills above 300 ft without a permit"
With that in mind, an array of comparatively quick 300' holes that showed significant mineralization over an area large enough to box cut or open pit mine would go a long way toward economic feasibility. Ideally the provisions of the Sagebrush deal will provide the cash to make this possible.
For the record, I haven't added shares for a while and this company has added some big assets to the shares I own. I've been waiting to see if dips occur, given that September is historically bad for stocks, but if you thought LBSR was worth more than .04 PPS a few months back, think about the same shares with the Tombstone porphyry and today's news baked in. Smells yummy.
Oops...
Can't imagine the market sees this as good news. As per today's 8K:
"On September 12, 2011, the Company accepted the resignation of James Stonehouse and Georges Juilland as members of its Board of Directors.
Mr. Stonehouse and Mr. Juilland have resigned with no disputes or disagreements with the Company and have made themselves available as consultants as needed. "
"There is a difference between AERO-MAGNETICS and RADIO/AERO-MAGNETICS"
Concur, but IMO, the real difference is between magnetic fields generated above ground for the purpose of reading disturbances in the magnetic flux (Grandpa's metal detector and old-school mining aero-magnetics), versus a system that interprets data based on known physical constants of capacitance and conductivity as revealed through the analysis of the Z-axis fluctuation of the Earth's own magnetic field, essentially a system for locating those elements with sufficient atomic mass to cause deviations in the polar pattern as measured along an axis leading to the Earth's core.
The linked article shows how geological or archaeological features much less significant than multi-billion dollar copper/gold deposits can new be detected with modern geo-magnetic survey.
"Often, a magnetic (dip) pole is viewed as a point on the Earth's surface where the magnetic field is entirely vertical..."
http://en.wikipedia.org/wiki/Earth%27s_magnetic_field
"antibiotic-resistant bacteria worldwide...clearly the hot topic"
http://www.rawstory.com/rs/2011/09/18/drug-resistant-bacteria-top-agenda-of-medical-convention/
"I don't know how I feel about operating our own rig"
Lots of tradesmen out of work right now. I bet the labor pool in AZ is crawling with experienced people who would love to drill some claims.
GPS survey can go plenty of precision points to the right of the decimal these days, i.e. the ZTEM coordinates can be drilled with extreme accuracy. I would love it if LBSR had acquired a drilling rig. Trying to lease in busy districts like Pebble or Tombstone can be problematic, as the local giants can tie up everything for many miles. I live in a town where many rental companies would go belly-up without the local agri-giants, who constantly lease fleets of vehicles, farm implements, etc. The rental firms tend to the big boys first, and you're lucky if they have time to rent you a single item as a small business.
And of course a drill rig supposes a drill plan, although not a foregone conclusion. I think the shareholders should get pictures if we have a drill rig. Maybe post them on the shiny new website...with the rig out kicking dust in the Arizona sun...Tracy...?
How ironic...
The only ad on the whole page reads "Make a free small business website".
"Bull Marketing" indeed. Caveat emptor.
"is the CEO concernd about shareholder wealth"
Wealth can be defined many ways, and it's certainly contextual. The Midas myth, etc. Water is wealth in the desert, and IP is certainly wealth in the current market of media consolidation.
Rosenberg did quite well following his instincts with MIB, and he put his own money behind a lot of the initial IP acquisition that followed that success. In the years since, he has amassed a sizable library of content. Anyone with a pulse can see that the Viacom/Comcast/Disney/Sony-size multinationals gobbled up a lot of creative content during the years that PDOS has been expanding their IP. My recent look at the initial numbers claimed for some of the titles is encouraging, and the real trend is that consumer delivery has become dirt cheap via streaming, so it's the actual licensed content that is the profitable enterprise, i.e. the wealth. PDOA apparently has quite a bit, but I want to see more about how it is specifically leveraged.
General Question:
Does anyone know about the nature of the legal affiliation between PDOS and some of their content? I ask because their updated website lists some of the content in the library as being from "our affiliates". I am curious as to whether PDOS has optioned rather than acquired outright, and if such an arrangement would be as profitable if PDOS is seeking to use the content in projects.
I like the new website and it gives a much better overview of the content and some of the numbers behind them. TopCow and Hexagon have strong numbers, and Bonelli obviously has a big hit with Dylan Dog. Of course with 5000 characters, there will be plenty of Jugheads vs. Archies, that will never land a title project, and so their licensing potential is essentially as a sub to a larger story, i.e. revenue limited to action figures and happy meals.
My main concern is whether the licensing of these characters and stories can be done in a way that produces shareholder value, or if some of the "affiliates" are allowing us free reign to market their characters, but possibly the terms that can be negotiated upon a deal being struck aren't necessarily favorable to PDOS capitalizing on the affiliation. An 'affiliation' doesn't suggest that you own the content outright.
Any insights?
Thank you for clarifying.
I have a long position here as well, and I won't be trading it out based on rumors, but I had considered buying back the shares I flipped to take my cash out. We'd have to drop further, and I'm not sure we'll hit my target anyway, but having been exposed to these rumors means that buying shares can now be viewed with suspicion for anyone who read that post, on the outside chance that it contains a shred of truth (don't bet on THAT).
For future reference, if anyone gets a hot tip with no documentation, just start buying shares as fast as you can and keep your mouth shut about the rumor. We'll figure it out.
It was an "overheard" conversation.
Several links were posted, all to a Facebook page with nothing there. I don't recall exactly what the page said, but something like 'content unavailable'. Someone else posted an alleged dialogue between two names, with one of them supposedly a NYT reporter, whose name anyone and their dog could obtain with the least effort imaginable.
This rumor mill is for small time games. Having read the supposed dialogue, I now could get in trouble for buying more MMTC, which I will not, in part due to the guaranteed volatility sparked by these baseless rumors. I am riding free shares after that fiasco with Forseer's "news", i.e. sometimes your unofficial "news", that gets you lots of attention here in the stock forum/chat room/gossip shop causes other people to sell, knowing that you just set up a trap for unreasonable expectations.
Anyone posting this great info is definitely affecting my decision to not buy my liquidated shares back, and I suspect plenty of others see this wishful, contrived garbage and put in a stop order as well.
I'm betting you could get better info hanging around the beauty salon.
Folks keep talking about buys on the bell...
My real-time shows that they dragged is back to .055 in AH.
That day is coming...
I've seen 22,000% in a day before, although I didn't come close to that figure (daily-double for me, no regrets). LBSR has the undervaluation to make a move like that possible.
Wait for it...
How about because pathogens are cells?
I have a friend who works for a midwestern biotech and they use laser backscatter technology to sort and separate cells. You might also watch the video showing the modeling data for the analysis of the pathogens, as they give an indication of just how much data is compiled in the comparison info used to ID the cells. I would imagine that many of the characteristics of cells can be detected by the MIT-1000, which might make it a good candidate for a cell therapy company.
There are many other uses for a device that can model the physical nature of microscopic organisms, including advanced forensics or detection of industrial contaminants.
I might add...
...that LBSR investors know all too well how many frivolous lawsuits pop up in pennyland. There is no shortage of offshore scumbags seeking expired warrants, dubious settlements, in a nutshell, free money. Honig may have come upon his defendant status more-or-less honestly, although I won't know until doing further reading.
But the company needs to be clear regarding the strategic planning behind this move. Obviously the funding for drilling is primary, and gold and copper are currently seeing much higher demand than uranium, perhaps justifying a compromise on the NPSP claims to expedite Tombstone, BCSP, etc. The minority partner agreement may work out in the long run, if the deal results in revenue, and if that revenue is properly applied to the company's projects in a way that produces value for the shareholders.
My gut tells me we should have done better for that many claims.
Serious BS...
I always wonder who wants it lower, and why. Probably to capitalize on the undervalued low-float shares, just like us. The transaction fee sure isn't going to make them rich on 2000 shares. Of course I have dry powder, but can't buy any more through Zecco, rotten Penson-fondling weasels that they are.
I guess we can just run it on up into dollars so it won't be too much trouble to call and sell it (eventually). All my shares here are free, but I originally bought in at .0042. Went quite well and would be happy to add at similar prices. I should get another account...
"the Liberty Star team has been meticulous..."
I was fortunate to grow up around scientists. It's nice to see a discipline where the truth matters, and meticulous effort is rewarded, sometimes with great discoveries.
Briscoe and Guilbert have indeed done some solid work, and the eventual monetizing of that work will manifest itself in the LBSR share price. These are serious rockhounds, putting their considerable expertise to work and stockpiling decades of geophysical work for an eventual claims valuation, just as commodities are spiking against sagging currencies. Synergy, perfect storm, right-place/right-time; whatever you call it, it's not an everyday confluence of events.
It scared me to be this early to the party when the PPS was dropping past .05, but I've doubled down with a Barnum's bet, betting that the MBA crowd, sans a BS, doesn't really understand A) the sheer magnitude of the claims, B) the science behind ZTEM, and C) how perfectly this single company is positioned for a bullish future with high copper and uranium demand or a bearish backlash with $2500 gold.
You can have my shares when you're paying what they are worth, and I'll be making that call. Do I hear +$10?
"there would have to be a good and profitable reason"
You mean like some large private placement with a new large-cap partner, to take us into large scale production and an uplist?
Oh all right, go ahead.
"This company is very real..."
IP, unsecured, is huge leverage, end of story. As a prospective shareholder, I need to hear from the CEO specifically why PDOS has acquired some of the titles and characters/stories in the international library. Do they own China's version of Mickey Mouse, or characters that have a similar built-in audience among their respective populace? Ask yourself what the exclusive merchandising rights for Superman or Spider man would be, and then imagine if their recognition factor was in the context of 1 or 2 billion people instead of a few hundred million.
I will eventually do more research myself, as I am intrigued by a guy that hit one out of the park early (MIB) and then acquired so much IP content over the next decade. It is my view that their domestic titles target a demographic that is too young to wield the financial muscle of the Marvel and DC fans, but the international content could potentially offer huge leverage for marketing and merchandising to emerging economies.
And this could easily be the company's faster route to bigger revenue, since the securing and monetizing of movie deals is obviously a long, slow pipeline with many delays and pitfalls. Look what has happened to the PPS since C&A was released and fell short of the dazzle. Solid release, not a bomb, but certainly not the blast they wanted. Maybe PDOS needs to be cranking out licensing worldwide to put the characters on cereal boxes and T-shirts across the Eastern Hemisphere, and not just C&A. Show the shareholders why we acquired all those titles.
I'm sure that making movies with Spielberg and Howard is a giant thrill for Rosenberg, but there may be more direct ways to build the company's revenues for the shareholders. You can only throw the long ball so many times before they figure out that you only know one play. This is why I am not buying yet. I simply don't see any news that indicates that current revenues will be doing anything to support the PPS, so it will be cheaper later, IMO. The content will still be huge and likely unsecured, so I'll watch and wait.
"...When...interest rates are allowed to rise..."
Given the broad exposure to gold, copper, and uranium, LBSR might even hold strong against safe rates over 8% (years away). I remember my Dad making a safe 10% in CD's back in the 80's. Those kind of rates chase a lot of investors out of stocks, but you'll have growth to warrant those eventual numbers, and I doubt that real growth can emerge without a serious upturn in copper and uranium demand.
Where will it come from? Serious supply deficit exists for copper, similar situation emerging for uranium if 1/10 of the build-out planned for China and India occur. Consolidation is the trend, corporations and national interests locking in the raw materials for the next wave of growth, which will occur, although it is a tide that may not lift all boats evenly. It has been evident since 2009 that China decided to have a recovery, regardless of whether the rest of the world is coming along. Their lack of domestic uranium, copper, and REEs is a deficit that will be corrected. 1.2 billion people having their industrial revolution in the internet age is likely to require some power and some conductors to distribute it, and that's just China. Add India and their ever-growing gold demand and you have a megatrend (thank you, John Naisbitt), a convergence of immense demand of the LBSR commodities at a time when supply is far behind due to the shuttered demand of the last few years.
And yes, if you look at the mid-70's through early 80's, you can see plenty of junior names that made crazy gains. That phase has yet to play out currently, and indeed larger names in mining are just starting to see correction in their valuations in the context of record gold, which still has a lot of room for inflation-adjusted peak. Hold on tight, because the ride could get wild. I have a nice pile here and will be happy to ride it to retirement if necessary.
Nice Day Here!
Big jump today. I have to wonder if it's because some folks at Epic are licking their chops for a big heaping helping of private placement in the form of Micro Imaging Technology shares.
Any thoughts?
Umm, yeah, so..."
So grab another quarter-M at .0016 and ride the wave to +700%. What's yer point?
"...to increase the A/S shares when things are going well..."
You might want to be sure you actually know as much as you think you know. The people making that decision to increase the A/S are privy to some info you probably don't have.
"one entity could buy...the OS"
But with all the inside ownership, they would have to dislodge shares from all our tight-fisted, million-plus, in-it-to-win-it longs now wouldn't they? Surely all the longs are sworn to hold until a fixed and consistent target price...?
Paint it as you wish, and I hope you are right, but those who sow fear love proposal 2. I have my cash off the table and will consider buying again as the price drops and we near the meeting date. I left enough freebies riding to make me very happy should we suddenly learn that the extra 2B is going straight into private placement with JNJ or Teva. Until we get some news that justifies and clarifies proposal 2, a rational person can expect lower prices ahead.
At this rate I'll buy back in a few days...
Or maybe I'll wait a while longer and see if we hit lower targets. I suspect there is still great opportunity here, but without news between now and September 30th, the slide will likely continue.
That is why I left almost 75% on the table...
Without a doubt, the true enterprise value of MMTC is exponentially higher than the two-year highs, but I could no longer leave my cash on the table. I looked past the knee-jerk aspect of proposal 2, but still saw that I could likely leave freebies and still replace my liquidated shares between now and Sept. 30, for 1/2 the price I sold for to preserve capital.
I watched MMTC for over a year before I bought in, and was amazed at how so much potential was dragged down to .0016. You are correct about the actual product and company being on the goal line, but the PPS is still subject to all manner of foolery. My position may reclaim the approximately 30% I ditched, should manipulators and fearmongers successfully drag the shares down to my target for reacquisition.
This is amazing technology, but much is yet to be revealed...
If that is directed at me...
...I will speak the truth as I see it pertaining to MMTC within TOS guidelines, with or without your blessing. Any rational person who has observed how opinion is affected via public forum can see that the current news regarding proposal 2 is a matter of uncertainty-leaning-toward-negativity, at least in the general sense of dilution being undesirable. No amount of optimistic speculation will change that.
And I did sell shares in the low .007's, exactly enough to protect initial capital and leave a substantial pile of freebies riding on this amazing technology. Regardless of my own potential windfall, I would like to see MMTC successfully upgrade the world's bio-labs and bring a greater degree of safety and accountability to food production and distribution. That said, the company needs to make their intentions known with regard to Proposal 2.
Regretfully agree...
I have a stake here and would love to see a serious run, but this pending news is too easy to spin as runaway dilution. Until the company states a clear and current reason that a 400% increase in AS is necessary, this news will add uncertainty to the PPS. I've seen the various ideas thrown around about why they need the AS, but without a formal directive from the company between now and September 30th, I expect the PPS to erode.
Ideally the insiders have a plan to make their shares and ours appreciate significantly, but right now the momentum is with the naysayers. Come on, Brennan. Give us a serious reason to vote 'Y', because it will be tough to get your proposal approved without a tangible benefit to the shareholders of record.
"...Mr. Brennan will give shareholders a reason to vote Yes..."
I sincerely hope you are right, as the proposal opens the door to a given amount of speculation and uncertainty. I will need to see a good reason if they want authorization for a five-fold share increase.
I know, they don't have to issue the shares, etc, but there is a reason for the proposal, and the best we can do, sans further information, is hope that the reason is positive for the shareholders.