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Hi Brooksda- $HOTR will be a March pick.
I sometimes alert via Twitter a day or two before I publish the article.
But actual performance is measured from the closing price as of the date article is published.
I'll update the YTD performance at flose today- it's much better than 49% now actually.
My business partner and I took some time off in February (travel, family time, etc.) and should have 2 picks out in March with HOTR being the 1st. Most of our subscribers are buy/hold types so we keep our picks down to 2 or so/month.
have a good weekend,
Gary
I like the MGT news
Apparently they're merging with the first and only U.S. regulated trading platform for bitcoin swap contracts.
http://finance.yahoo.com/news/mgt-capital-investments-merge-tera-130000494.html
$HOTR: Took a position with my business partner and will have
report out on our site next week at MicrocapResearch.com
Our track record this year has been great, (see Picks & Performance @ http://microcapresearch.com/picks-and-performance/) and HOTR is the latest stock we're covering.
$MGT merger news
This merger will make MGT the first and only U.S. regulated trading platform for bitcoin swap contracts
Huge.
http://finance.yahoo.com/news/mgt-capital-investments-merge-tera-130000494.html
$MTLS reports next week Wednesday in premarket
Took a small position yesterday- never bought MTLS before now so guess it's about time I did.
double bottom on chart?
SGLB has been involved with tier one 3DP players and participating in industry conferences for several years.
It validates them for sure.
But my point is/has been, that revenue growth drives share prices. For a while that wasn't the case in 3DP stocks (much of 2013/early 2014). But it matters again now, and that's as it should be in a healthy market.
They can attend and host all the additive conferences in the world and it won't matter if they don't fully commercialize PrintRite3D.
Reason for $BIAD chart is based on fundamentals also
Cash burn = $70k/month and just received $1M from a $9B biotech giant (Sysmex Corp.) to develop hand held blood testing system.
Potential to turn EPS + in Q1 is very real.
See article @ http://microcapresearch.com/articles/
Some resistance at .27, if broken, would signal big move up.
yep. There was a lot of resistance at .15 .20 and .23 and .25 also and they've always been broken. The .27 will fall also as more people discover the fundamentals here.
Cash burn $70k/month + $1M in revenues in Q1 = this could turn EPS + and hit $1.00 pretty quickly.
SGLB not a biotech stock?
I think we all know that.
My point is the days of 3DP stocks being valued on hype and not fundamentals is long over. And until SGLB can ramp their revenue, it's not going anywhere fast- and as you state " Only real contract and real revenue will stop this downward spiral".
Just an FYI- I hope to interview management for an update on their MIDS technology next month (March).
There was a lot they couldn't disclose/talk about re: the Sysmex deal in the original article as they are in negotiations (public information in SEC filings)and want to be extremely careful.
But their MIDS technology, (also obtained for pennies on the dollar via bankruptcy), is something they can discuss more openly.
From original report:
"Market research company Market research companyInventya Ltd.is currently preparing a market report on the potential for MIDS. The report will include a survey of key buyers and interviews with target development partners as well as pricing and likely commercialization strategies. “Interviews with target development partners”, among other items in the report, should increase investor awareness and share price appreciation in Bio-AMD as the company’s MIDS technology gains recognition.'
So MIDS market report next month could be another short term catalyst. But for those with a 6-12 month horizon, BIAD is a double, and that's being conservative IMO.
Gary Anderson
MicrocapResearch.com
More $BIAD love today
I think this continues here and there as more people discover what's going on fundamentally. Should be .40+ by eoy just on what we know now as more people discover it.
$DDD video chat with CEO
Definitely worth the watch.
some posts missing- apparently some sort of glitch here on ihub...
IH Geek [Dave] Thursday, 02/19/15 05:28:54 AM
We're back after a long night. The long and short of it is that we lost our database to an unrepairable state and had to recover from Tuesday night's backup. Unfortunately, all of the user posts between Tueday night and this morning were lost as a result, as well as any new boards, new marks added or removed, and most other data changes. Sorry about that. Carry on. And good night, er morning.. er, whatever it is. zzzzzz
P.S.
Henceforth, "We don't speak of Wednesday."
_______________________________________
I know there were a few posts that have gone missing in the last 24 hours- just want to be clear I'm not deleting posts. I can't remember the last time I personally deleted a post on this thread- was many, many months ago however.
Analyst says Barron's thesis on 3D printing stocks outdated
In a note to investors today, Oppenheimer wrote that a Barron's article which panned 3D printing stocks last weekend was too pessimistic. BACKGROUND: In an article published last weekend, Barron's noted that the shares of 3D printer makers had dropped sharply over the last year, after the magazine warned in March 2014 that the stocks in the sector were overvalued. Despite the large decline in the shares, the magazine last weekend told investors to avoid the stocks. Calling leading 3D printer maker 3D Systems (DDD) "wildly overvalued," well-known investor Whitney Tilson said that momentum investors are no longer interested in the stock, while the shares haven't fallen far enough to attract value investors, according to Barron's. OPPENHEIMER REBUTTAL: Barron's has stayed bearish on the 3D printing sector for too long, Oppenheimer analyst Holden Lewis wrote. Last weekend's article did not add much new information to the magazine's negative thesis from a year ago, and that call proved to be wrong on the sector's fundamentals, Lewis contended. The sector's fundamentals have consistently been strong, as 3D Systems and Stratasys (SSYS) generated only a small proportion of their revenue last year from printers for consumers, disproving Barron's thesis that the companies were too focused on the consumer space, the analyst stated. Moreover, demand for the companies' consumer printers rose significantly between the first quarter of last year and the third quarter of the year, the analyst wrote. Barron's and other skeptics argue that 3D printing is an old technology, but 3D printers did not become "true commercial products" until the early 2000s, and still have only a 10% share of their target market, according to Lewis, who expects 3D printers' market share to continue to grow. The companies' stocks fell in 2014 because of poor execution and high valuations, not fundamental issues, the analyst believes. Now that the stocks' valuations are much lower and in-line with historical norms, Barron's bear case is outdated, wrote Lewis. He kept Outperform ratings on 3D Systems and ExOne (XONE), and Perform ratings on Stratasys and Materialise (MTLS). PRICE ACTION: In late morning trading, 3D Systems fell 2.5% to $30.16, Stratasys dropped 2.8% to $61.74, ExOne rose 1% to $16.15, Voxeljet (VJET) added 0.7% to $9.32, and Materialise declined 1.2% to $8.05.
Analyst says Barron's thesis on 3D printing stocks outdated
In a note to investors today, Oppenheimer wrote that a Barron's article which panned 3D printing stocks last weekend was too pessimistic. BACKGROUND: In an article published last weekend, Barron's noted that the shares of 3D printer makers had dropped sharply over the last year, after the magazine warned in March 2014 that the stocks in the sector were overvalued. Despite the large decline in the shares, the magazine last weekend told investors to avoid the stocks. Calling leading 3D printer maker 3D Systems (DDD) "wildly overvalued," well-known investor Whitney Tilson said that momentum investors are no longer interested in the stock, while the shares haven't fallen far enough to attract value investors, according to Barron's. OPPENHEIMER REBUTTAL: Barron's has stayed bearish on the 3D printing sector for too long, Oppenheimer analyst Holden Lewis wrote. Last weekend's article did not add much new information to the magazine's negative thesis from a year ago, and that call proved to be wrong on the sector's fundamentals, Lewis contended. The sector's fundamentals have consistently been strong, as 3D Systems and Stratasys (SSYS) generated only a small proportion of their revenue last year from printers for consumers, disproving Barron's thesis that the companies were too focused on the consumer space, the analyst stated. Moreover, demand for the companies' consumer printers rose significantly between the first quarter of last year and the third quarter of the year, the analyst wrote. Barron's and other skeptics argue that 3D printing is an old technology, but 3D printers did not become "true commercial products" until the early 2000s, and still have only a 10% share of their target market, according to Lewis, who expects 3D printers' market share to continue to grow. The companies' stocks fell in 2014 because of poor execution and high valuations, not fundamental issues, the analyst believes. Now that the stocks' valuations are much lower and in-line with historical norms, Barron's bear case is outdated, wrote Lewis. He kept Outperform ratings on 3D Systems and ExOne (XONE), and Perform ratings on Stratasys and Materialise (MTLS). PRICE ACTION: In late morning trading, 3D Systems fell 2.5% to $30.16, Stratasys dropped 2.8% to $61.74, ExOne rose 1% to $16.15, Voxeljet (VJET) added 0.7% to $9.32, and Materialise declined 1.2% to $8.05.
Added 50 contracts for 2/27 $33 calls today.
Feeling good about Q4 report next week.
$DASTY also acting well, along with $GOE.
Nice news from Groupe Gorge/Prodways re: US market entrance recently
http://finance.yahoo.com/news/groupe-gorg-announces-3d-printing-110000993.html
Yep. Added $DDD calls and shares here.
I honestly believe Barron's weekend article was a planned reprieve to allow for some DDD short covering before next week's earnings. The stock (DDD) broke above the 50 dma last week and looked ready to run into earnings with 35%+ of the float short and market hitting new highs. Something had to be done...and Barron's was the tool.
I know that sounds paranoid, but it's my take on it.
Article says
"such a process would be commercially available in only a few short years" (as of December 2013...
So I don't see any threat.
yes, I believe so...but you would really need to ask him directly. I don't want to put words in his mouth.
re: " My question was really to clarify if Dew viewed BIAD as something interesting."
I can't speak for him of course...but,
I asked Dew to take a look at it and allow me to post it on the Biotech value board only if he agreed.
I suspect it was due to the company's lack of debt, lack of dilution, and promising partnership with Sysmex that he made the exception, but you would have to ask him directly to know for certain.
Understand completely the concern of not having a good board like Biotech Value board, (or the $heff board, which I also enjoy), turn into a pumping ground for POS junk penny stocks that have little or no promise. I think the article was fact-based with links to SEC filings, Sysmex deal, etc. and not so much "pump"- which probably helped.
I think management has done all that can or should be expected to keep investors informed.
I see no need for "intervention" personally.
Let management do their job. If shareholders don't like they way they're doing it- then they vote by selling.
My "vote" is that management will ultimately achieve the revenue growth that everyone expected last year. So I am not selling. Those that think management isn't doing all they can to make Sigma Labs successful should sell and move on. It's that simple.
I don't even know what the questions are....
if it's re: Mark Cola "wearing too many hats" and being on the BOD, that's true for most CEO's of R&D stage companies.
Also, an independent BOD is a requirement for a major exchange, not an OTC/pink sheet stock.
Yes. But that doesn't mean I'm right.
I've been very confident and dead wrong before, although I doubt I'm alone in that...
However, I'm confident in this case due to management's long history in graphene R&D. Being 1st to market with graphene-enhanced filaments is a big deal to me- even if the market doesn't agree over the short term.
My shares are not for sale- I'm happy to hold because I believe there is great potential here for a JV with a major player or possibly a buyout.
There is absolutely no reason whatsoever for the SEC to suspend this stock. The company is fully compliant in all reporting and partners with some of the top names in the 3D printing industry.
While it has taken longer for full scale commercialization of PrintRite3D to occur than most shareholders (management included) expected, I believe they are honest, and working hard to achieve their goal of commercialization and a meaningful ramp in revenue this year.
I've been a shareholder since the spring of 2013 and quite frankly I probably know this company better than anyone that posts on this board.
Gary A.
I don't know why the price is where it's at.
Yep.
There was a seller at .20 for something like 200,000 shares last week that I think may have sold now, but who knows if another will show up or not?
All I know is .20/share or .40/share will be nothing if the Sysmex deal works out- especially given the company's balance sheet/lack of debt, and lack of dilution.
Weeeee!!!!!!!!!!!!!!!!!!!!
$MEIP up on heavy volume in premarket. I sold 3/4 of my position from cost average $3.85
I'm happy to take base hits in this market, but am keeping 25% of position because I think it heads higher.
and Thank you to $heff for the heads up on MEIP!
This board is awesome!
I'm here.
Not going anywhere...at least not until Sysmex deal for commercialization of COAG is announced. That could be a year from now and I'm happy to hold.
Also, end of March and the report on MIDS commercial opportunities should be public so a near term catalyst also for those who don't want to hold beyond a month or two.
$DDD got some 2/27 $30 calls today
Just have a hunch DDD won't be pulling an SSYS for Q4, but time will tell.
$MEIP 10-Q 33M shares outstanding with cash, cash equivalents and short-term investments worth $78M and $6.8M in current liabilities.
I guess not many people appreciate a strong balance sheet in pharma stocks anymore or this stock would higher.
$ZGNX - sold 6% gain from oversold
Happy with base hits
$MEIP - new coverage just out with $10-$11 target
Wells Fargo initiated coverage on MEI Pharma (NASDAQ: MEIP) with an Outperform rating and a price target of $10-$11. Analyst Matthew Andrews sees the stock as undervalued based on pracinostat's potential in MDS and AML.
For an analyst ratings summary and ratings history on MEI Pharma click here. For more ratings news on MEI Pharma click here.
Shares of MEI Pharma closed at $3.95 yesterday.
http://www.streetinsider.com/New+Coverage/Wells+Fargo+Starts+MEI+Pharma+%28MEIP%29+at+Outperform/10236590.html
This could be the catalyst for a close above $4 today- which would help confirm the bottom (in my opinion). I'm on a $4 bid now in premarket and it hasn't filled yet.
Well said chef911
Oh- that sucks.
I usually put ticker symbols in headlines/titles but didn't this morning.
I should make it a habit to always include them to help avoid this mistake by others in the future.
No problem.
I used to be very big on ARCW- but they made too many acquisitions in a short time frame and are paying for it now. Sounds like DDD.
Two different stocks- Arcam AB vs. Arc Group Worldwide
ARCM.ST / AVAMF vs. ARCW
$CUR - got some $3.04
On bid for more.
Doing a lot of shopping today!
I got very lucky on the "OIL" ETF fund shares I bought yesterday and the $10 Feb. 20th calls I bought way too many of on oil pullback yesterday. Sold 'em all today. Calls up 70% in a day...but it could have just as easily gone the other way. I got lucky after losing sleep over it last night.