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For a guy who claims to not know much about macro-economics, he is consistently more correct than most macro "experts".
I am going to laugh my ass off if the gold bubble bursts, just because I am sick of the conspiracy theorist doomsdayers at my work.
3 weeks ago I exited my position in ETAK for a small profit
I grew uncomfortable with the lack of hard numbers on the approximate value of the Adeptra/Visa deals. I believe ETAK must have this data, but, for some reason, this is not being divulged.
I am worried the true value of these deals is far less than what was claimed earlier in the year.
The PRs are far too fluffy for my taste.
ETAK is a real company with a good product, but the picture has grown too fuzzy for me.
Saying all this, I could be totally wrong and ETAK goes to 20 bucks. - lol
Follow has dried up. I think the market wants to see how the needle sets are going. My guess is, pretty well.
I think I can see Jesus in the background.
Your keen insight will be missed on the CC.
fourkids, please add my question about any reasons for processor downtime to the list (I don't have PM)
Thanks
Question about processor downtime.
According to the 10 q the processor does not need to be stopped for cleaning of residue. Also, the catalyst allows the processor to operate at lowish temperatures.
So, what are the reasons the processor may need to be stopped each day?
How about the pre-melt? Can that be run 24/7 no problem?
Engineering types please enlighten me.
Hank,
I no longer have PM,just letting you know thanks for the stock tip.
Frank
Since this strategy is much lower risk, and seems to lead to huge ROI, why aren't so many other companies doing this?
What is Biosyent's competitive advantage in finding and then signing on these opportunities?
Horseshit! Fluffy PRs wear thin very quickly.
This is a serious company that reports real news as it occurs.
John went down the constant PR route initially. It did not help at all.
I realize that, but the apparent campaign being waged against JBI makes me think otherwise. Time will tell who is right.
Either way, provided JBI can execute, anyone short this stock will be forced to cover or will be toast.
I would hate to be stuck in a large naked short position in JBI right now. (if it is indeed the case)
Or you have naked short sellers try to drive the price down to make it seem as if they "know" something from the CC - perhaps??
Everyone knows it is "capable" of converting plastic 2 oil. And I am aware you think JOhn should not be the CEO.
But what about my specific questions? Yes or no is okay.
Do you accept
a) JBI is receiving free plastic input?
b)that the process can process unwashed plastic to the conversion amounts stated? (1kg = 1 liter of fuel)
c) that the process is self-powering and thus very cheap to run?
If a) b) and c) are true, then (d) JBI has massive commmerical potential?
Basically I am wondering if you are in the camp who think that a,b,, c and therefore d are BS and lies.
Janice,
1. What is your opinion on the P2O technology and its potential (or lack thereof)?
2. Do you accept
a) JBI is receiving free plastic input?
b)that the process can process unwashed plastic to the conversion amounts stated? (1kg = 1 liter of fuel)
c) that the process is self-powering and thus very cheap to run?
d) In light of the above, JBI has massive commercial potential?
or not...
I am asking because I have only ever heard you here in regard to the SEC case and Wells Notice but have never heard you state your opinions in regard to the above.
Thanks, Frank
This is why they will get SO much business from industrial partners.
They benefit their industrial partners by providing cheaper fuel.
Industrial partners get cleaner and cheaper fuel. It's a no-brainer
for them.
With JBI 80 - 90% gross margins, I think I can live with a discounted fuel price. And I am pretty sure RKT etc will be lining up for it.
In reference to your previous post, what should I do in this scenario?
The price is of JBI less than 2 dollars, based on commercial rollout, I foresee at least a 5-10 fold price rise within a year, should I go all in or hold some back to get 3% gains on the volatility and have to be glued to my trading screen all day?
Yours confused
I don't know if they will cover then. The naked shorts are probably well aware that processors 2 and 3 are online. I am pretty sure they have their sources. I don't know what their game plan is now. Perhaps hope like hell for more delays.
I prefer focusing on what is happening here and now and the future. Coincidentally, the market prefers that too.
Transparency?????....ah...what happening on February 27th again????
Oh that's right a CC.
The other purpose of the CC, IMO, is to give the big middle finger to the naysayers and the shorts. John is fully aware of the campaign and stock manipulation. How satisfying it must be to prove detractors wrong.
John's CC speech will go something like this (you may recognize it)
"They said it could't be done.
You know, they said this day would never come.
They said our sights were set too high.
They said this company was too idealistic; too disillusioned to ever come together around a common purpose.
But on this February night --- at this defining moment in history --- we have done what the cynics said we couldn't do. We have done what the the naysayers and shorting hedge funds said we couldn't do. In lines that stretched around schools and churches; in small towns and big cities; you came together as shareholders to stand up and say that we are one company; we are one people; and our time for change has come."
What happens when large mutual funds notice this???
There are plenty that can invest on the OTC market - plenty.
My speech - TIC TOC KABOOOOOOOOOOOOOOOOOMMMMMMMMMMMMMMMMMMM!!!!!!!!
Yeah that's what I thought too. Some more cash in the bank and processors close to finished (or totally finished and producing fuel as we speak).
JBI shareholders are in the driver's seat.
(and I think shorty knows it)
TIC-TOC
This is because the valuation of a heavyweight like Accel partners have placed on the business after more than 6 months of DD. The valuation is revealed by what they were willing to pay for 31% of GlamSmile Asia.
They paid a total of 7 million for 31% interest in GlamSmile Asia. That was more than the whole market cap of REMI as a whole! (which is now just over 8 million subsequent to the price rise)
A firm like this doesn't throw money away. They are paying 7 million and clearly expect significantly more than 7 million in earnings flowing back to them. Run the numbers of say 12 stores in China operating a half capacity. REMI is worth, IMO, more than 2 dollars conservatively.
It may be volatile for a while as they may be some sellers in the short term, but over the long term I think this is a great bet.
Respectfully, I'd say John and JBI are plenty smart enough to plan a building as needed and tiny details such as this are irrelevant to the larger picture.
Forest for the trees and all that.
sskillz - why do you write that all is just opinion and i could be wrong at the end of every post???
Not giving you shit, I just think its obvious everything all posters write here is an opinion and could be wrong. So why bother.
No one takes anyone's word as gospel. Do they?
These law firms start posting their "investigations" of JBI the day before JBI announces the CC for Feb' 27th.
Something fishy is going on - IMO.
Somebody is afraid of what Feb 27 could bring, perhaps?
Yes. I think so.
I am not sure - probably both lol
Feb' 27th - tic toc kabooooooooooooooooooommmmmmmmmmmmmmmmmmmmmmm
John conceived of this technology, built the company, and has put his blood sweat and tears into JBI.
He is the main reason we are now in the position we are - with multiple massive contracts and a ground-breaking technology.
Asking for his head because he hasn't released enough feel-good PRs for shareholders (in the absence of REAL news) is, in my view, short term thinking, and not something which long term JBI stockholders should worry about.
Mike, do you have any rule of thumb for position sizing when a stock (such as Saker or In-touch) has low total dollar volume per day.
How much would you be comfortable putting into these low volume stocks?
Why do you think you were too optimistic about In-Touch?
Can you be more specific about what worries you?
ksilva, I have no PM, in regard to your questions about Taiwan, friend me on facebook and we can chat. My name is "Frank Rind" on facebook. (not Lind)
I am sitting here in Taiwan (probably the only JBI stockholder based in Taiwan) feeling damn good.
I think when 3 processors are online it is the end for the shorts and naysayers.
Why? Because once we are cash-flow positive, JBI does not require any support from the capital markets to sell shares to raise cash. Not that they had any trouble in the first place. But 3 processors is the final...nail... in.... the.... coffin.
I would NOT want to be holding a short position in JBI right now.
Yeah the next will be SPIN at 20 bucks a share followed closely by JBII at 1000 bucks a share (which John will turn down and the buyout will be 2000 bucks a share)
I am having trouble understanding a few things here. please enlighten me.
Why are so confident in this company in that you "know" you have a winner? can you link me some of your earlier posts explaining to me why this is such a big opportunity.
I can see it has great technology, I am just not seeing the demand side for it taking off. For example, the K12 division has lower budgets.
What exactly is going to make this explode?
Today's 8k is huge news for the company and, even on the high volume today, has not been seen or grapsed by the market.
In plain English, they are receiving a massive cash infusion to greatly accelerate growth in China. There will be some dilution at the China subsidiary level, but not at the REMI level. Remedent will never need cash again.
Accel plainly see the company is way undervalued. Hence, their willingness to invest a very large sum.
Look up Accel partners. They were one of the early investors in Facebook. http://www.businessweek.com/news/2012-02-01/facebook-s-zuckerberg-accel-partners-biggest-winners -in-ipo.html
Here are some of the companies they are involved with.
http://www.accel.com/company/index.php
The branch of Accel is the China fund. Knowing how things work in China, I think this will greatly help with obtaining licensing.
I expect REMI will be having a CC to better explain things.
Make no mistake, this is a very positive development. Existing stores will receive more advertising. They were previously cash-flow constrained and operating at less than 1/3 capacity. Second the capital investment required for new stores is now available.
Can you say snowball?
Joe,
Thanks for your honest reply. I will be looking into this stock more. I take large positions, so I must be sure earnings will grow over time and nothing can go wrong with the fundamentals of the company because of the illiquidity of the stock.
I am sorry to hear about your wife. My wife suffers from regular, and very painful migraines, illness is a terrible thing.
I will start reading and get back to you.
Frank.
Joe,
A few initial questions.
How can you get comfortable with the complexity of this business? Does it require a technology background.
What is going to happen which will propel TEVE's earnings upward.
Thanks, Frank
you are like a dog with no home - LOL
The chances of what Reed and Neil not being brothers is now almost zero. Did these guys seriously believe they could get away with it in this day and age of google and ubiquitous information?
I am sure trial judges will be interested to learn of these FACTS in subsequent hearings.
The game is up.
Wow! I just read your post and the posts b4 it. There is NO doubt in my mind they are related.
Good sleuthin Paula
Busted!!!!