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cxti.ob...lentinman...
any new thoughts and are you still bullish on their progrss and future?
thank you
charlieB
Bobwins: as usual i sincerely thank you for your valuation...it is greatly appreciated...especially for us with occasional "senior moments"
thanks again
CharlieB
HBM...Bobwins & abh3vt...
email just recieved from Don Bain IR of hbm...quote-the information on p15 of the MD & A is correct...the sensitivity analysis is accurate: for every 1 cent movemement in the price of zinc, our net income is impacted by approximately 3 million.our q1 results will be out may 12...
p.s. Bobwins, would you do an evaluation on q1 and 2006, my figures seem even too wacky to put in print...
thank you
CharlieB
BOBWINS...HBM.TO
i put in a call to Don Bain IR of HBM to see if in the 2005 operating results "SENSITIVITY ANALYSIS" chart where it claims a 10 cent change in Zinc price would in turn see a 35 cent change in EPS...whether it should be gross or net revs...will post what he tells me...
CharlieB
HBM...Bobwins;
did you get a chance to call the co. with respect to the table on gross revs not net income...also the US $.10 increase in zinc price to the net income and eps gain...
thanks again:
charlieB
bobwins...nrx.v:
would you take a glance at post #39348 and comment please...
thank you
charlieB
per the qtrly report...nrx will have an increase in o/s of 84% to 35,393,693..ceo projects 2006 rev with conquest to be 90m and ebitda of 10m...10m/35,393,693= 0.28eps ...roughly 6.0m net income = 0.17eps x 12p/e = 2.04ca. hopefully this is not an accurate assumption...maybe i need mr. bobwins to evaluate this also...tia
charlieB
BOBWINS...email address...
misplaced your email address...would you please post it again...
thanks
charlie/b
BOBWINS...tga...
thank you again for your reply...very much appreciated...
sincerely;
charlie/b
bobwins...tga...
would you give me your latest thoughts on tga for the next 4-5 month time period...louis navellier has it rated an 'A'for rev/earnings growth along with earnings momentum..he is a very well respected value investor...we also have one on this board and would appreciate your thoughts...TIA
charlie/b
ps..53 nat gas build...neg for today...
BOBWINS...
QIS CAPITAL research report of 9/16/05: last page ...they estimate c/f of 0.55 if RIVAL exits q4 with 1200boepd...do you concur with that... with c/f x5 would mean pps of $2.75ca. here's hoping you do...lot of confidence in your estimates...thanks again
charlie/b
MSGI...
other than your exceptional VPHM...anything you still like in this not so stable mkt...would very much like your take on something i could follow up on...after today 100% cash...and also a little lighter
thank you
charlie/b
pdge...you might want to look into a new treatment against mold called 'blue wood' that makes mold a non issue which would in turn hurt pdge..
charlie/b
BOBWINS...Canadian jr...
EST-A.V...i think you would enjoy the reading of CEO Gary Burns update of their hanlon n/g project in alberta
BOBWINS..Canadian jr. o/g...
i think you would very much like to read the update of a large natural gas prospct in alberta canada by the ceo/president gary burns on may 11/05 pr...he seems to be brutally honest in his remarks which i know you deem of utmost importance...i came upon this from cwei msg bd on yahoo, #93777 & 8...also stockhouse has a msg bd...best wishes
charlie/b
the suggestions of yours in last paragraph seem excellent
charlie/b
BOBWINS...CZE.V
estimated cashflow for 2005 of 0.23. how does the march 22,2005 pr effect this...private placement to raise 15mil...or allready in that estimate? thank you...
charlie/b
ANYONE...char.ob...0.09eps q3...q4e 0.12 min and fwd p/e of 4.375 in the o/g industry in politically (somewhat) kazakastan seems to be a bargain at $2.10...no? charlie/b
char.ob...bobwins...would you please tell me what i am missing with this company...production increased in 3rd qtr along with eps of o.09 and will likely increase to 0.12 q4e...fwd p/e of 4.375...as
always thank you very much for your thoughts.
charlie/b
ref. post 1252...moly up to $35.50...figures used were moly $25.00...big difference...will be producing in <4mo.
charlie/b
BOBWINS...GPXM...ref. post 1251...would really appreciate it if you would call ken ripley ceo and discuss the numbers in the 3rd paragraph of the 3/8/05 pr...he went thru them with me and i truly believe you will be convinced of this co's worth...the forward eps numbers are truly superb, but you would be able to see this much better than i could...thanks again...time of mill up and running will be sooner than we thought.
charlie/b
LEN/JWBSTOCK/BOBWINS...GPXM...i would suggest you read on the gpxm 'stockhouse' bd msg of 2/27/05 21:06
and on rb bd msg 15725/7...also call ken ripley ceo of gpxm and discuss with him the numbers in the 3/8/05 pr in the 3rd paragraph where they discuss the 21,500 ton and the 5.85 figures regarding moly...(BOBWINS EXPERTISE)i think you will be very pleasantly surprised with eps figures and in short time frame...
charlie/b
bobwins...gfci.ob...any thoughts
on their legitimacy...or is it just too good to be true...tia...charlie/b
hweb and len...gfci.pk...i would suggest you take a look on the rb board for gfci...some feel very strong about a scam mainly because of co's association with a "mr jarvis".. they also have had a 20-i reverse split and another one...lots of questions...what len says about late selling sure makes one wonder... just might be tooooo good to be true..best wishes
charlie/b
bobwins...gfci.pk...would you please jump on this and give us an opion along wth hweb and others...eps of 0.13 for 6 months ended 12/31/04 with fwd guidance of 0.23-0.25 next 6 months 0.36 for year ending 6/31/05...too good to be true 0.23 x 2 = 0.46 with p/e of 15 = $6.90...am i again in la/la land...thanks again...
charlie/b
hqsm..it squares pretty well... (except for a malfuntion with calc on % gain)for 2005E rpt has 35,994rev...i used 20% gain and had 36mill...they have 2005E eps of 0.11...i had 0.08 with a low p/e of 9... pps of 0.72...which should of read 157% gain...bad calculator...charlie/b
bobwins...hqsm...would you feel comfortable with q1 rev's of 9mil (20% growth) with eps of 0.02...using this x 4qtr's=0.08/yr with a p/e of 9= 0.72pps...which would be a 235% gain conservitive estimate...or am i in la/la land..thank you for any comments...
...charlie/b
p.s. sure like your evaluations on bwlrf.ob and cpe...thank you again.
i tried to join the energyprospectus group, but no 'join this group' button came up like other groups did??? any suggestions...thanks
bobwin...i spoke with egsr twice two weeks ago ...it was stated that double will not be a partner with them in the future...that was just after the pr about them agreeing to disagee...very shaky mgmt...quite a shame after the glowing writeup by marvelmeister...charlieb
marvelmeister2002
when i spoke to scott yesterday he also stated they would and could go it alone...that they have $400,000 in cash and are now profitable which i did not know at this time...he also stated the financials would be out tomorrow which would be today ...thank you for your reply...ps..your writeup "egsr due diligense" was greatly appreciated...charlieb
marvelmeister ... would you please comment on our management, especially scott shaw...i spoke with him this noontime and he did not have a clue about this scathing pr from double g energy. i asked him twice about the october 5th 2004 notice about double g not going to fund no more wells. he just seemed to ignore the question... he said they have 400,000 and they can drill on their own now and receive 100% of all revenues if they had to...i too doubled my moderate position yesterday...but now are completely by this pr...tia on your thoughts
marvelmeister200...any comments on the egsre situation it would be greatly appreciated...tia...charlieb
jim rogers interview on commodities on yahoo cwei msg bd...quite interesting..#72351...