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strong buy recommendation with a more conservative spin
newsletter been in biz since 1984 visit
http://saadvisory.com/update/archive/September-11-2017.htm
just waiting to get out of this garbage.
houston has 3 store florida has a huge amount of stores30-40 half could have huge trouble. I assume they have insurance. I also assume that if people lose everything they will need clothing.
the only real news is that the cmpy is now fully reporting. I assume the chairman got the position by paying for the updated filings. Maybe Gunther is now the guy in the office down the hallway with no phone or tv. There is a play here. Money to upgrade their product i doubt. Healthcare biz maybe!
I believe if they are lucky and leave Gunther out of the mix we do a 100 to 1 reverse with a acquisition and raise some cash. We get diluted, but we also get whole.
The today was ugly but i assume it was anticipated. WE have entered back to school & fall clothing and then the X-mas party. We are entering the best time of the year for retail. This last Q included i believe the doldrums of the retails sales months. SUMMER!
I own around the same position 7k bought around $1.30 so not slaughtered and could easily see a nice move within 4-6 months especially as you mention the huge short position.
OPXXW company a military play for the enhancement of tanks, stryker vehicles, LAV ,Bradley vehicles-- optics
opxxw- expire 2021 August
exercise price $1.50
current share price $1.00
warrant price .30
warrants have a declared div of .06 during the nest 3 Quarters.
If the common went to $2.00 during the next two year(opxs currently $1)
the warrants would go to at least .80
the common would 100% move
the warrant would be almost 200%
The warrants are not callable and only 4 million of them. A true prize with a great yield .30 with a .06 div is around 18% yield (it was higher because they already paid the first .02
go from .41 to .70 back to .41 in 24 hours. welcome to volatile penny
market that act like the typical women. I thought they had a rights offering? Never received the rights. bottom line hard to invest in penny stocks- the best method is to trade them when the move.
this newsletter that has been in print since 1984 mentions dxtr as a buy @ current levels and mention at least .50
http://saadvisory.com/update/archive/August-31-2017.htm
one must remember that there are 125 million shares outstanding and 85 million held by the inside so there remains 40 in the float - of course some is owned by institutions but again much is own by joe blow investor.
it will take some time to ramp up and this is basically a show me stock.
not much risk on the downside but patience is the key. I think!
Still believe on a side bar that OPXXW is the best opp out there. You get .06 on a .30 investment and while you get the cash you have a warrant that has 4 year left and is only .50 out of the money.
$9,000 invest gets you 30k warrants and $1800.00 in cash Oct, Jan and April payment.
All cows look the same, but within the herd there is always one that stands out. the retail sector is in trouble. Look at Macy's, k-mart, penny's,Sears and others- the difference smrt is a smaller chain and is able to adjust the direction of the ship more easily than the rest They do around $1 billion annually. While other chains continue to downsize and close huge amounts of store SMRT is open new stores and close a few and i mean a few weak sisters. They hired new ad firm and change management around and most importantly have increased internet sales by 41% Trading as if they are going BK and unloved This my kind of cow
http://saadvisory.com/update/archive/August-31-2017.htm
compelling recommendation
S.A.Advisory
We have found the perfect stock that should be bought now!
Hurricane Harvey estimated to cost $160 Billion!
Houston will rebuild! The company that we are featuring will benefit dramatically!
LaPolla Industries,Inc (LPAD) current price .81
LaPolla Industries,Inc. ( LPAD-.81 fully reporting with SEC.)
LPAD is a global supplier and manufacturer of spray polyurethane foam for insulation and roofing applications, reflective roof coating and equipment.
The company is based in Houston, TX. We contacted the company and their 56k foot facility was not harmed by the Hurricane or record flooding that has destroyed or damaged 30k business and residential properties. During our phone call with a spokesperson from the business that the operation would open most likely on Thursday (8/31/2017).
Website: www.lapolla.com 281 219 4700
Financial Data:
First we will look @ the year ending Dec 31, 2016 results
2016
cash---$1.7 million
receivables---$12.5 million
Goodwill and other intangibles ---$6 million
Total assets--$29.3 million
Total liabilities--$19. million
Accumulated Deficit --$84 million--(NOL extremely valuable)
Total Equity---$10.4 million
Rev $86 million vs $78.6 million
Net income $6.4 million vs loss of $577K
Total outstanding shares 124 million- Management controls 85 million shares. The balance owned by funds and individuals .
6 months ending June 30, 2017
cash--$561K
Receivables--$14million
Total assets--$28.4 million
Total liabilities --$15.2 million
NOL-$80 million
Stockholders' Equity $13.1 million vs $10.3 million ending Dec 31, 2016
Rev for the six months
$49 million vs $40.7 million june 30, 2016
net income $3.6 million vs $2.5 million
Diluted/sh -----.03--------vs .02--------
fully diluted shares 125 million
During 2017 company declared .01 cash dividend
What is Spray Foam?
Air moves in and out of a home through every hole,crack and crevice. Roughly 33% of air infiltrates through walls, ceiling, and floors. Adding this advanced insulation system is necessary to achieve optimal building performance. Lapolla seals the building envelope to stop conditioned indoor air from escaping and prevent unconditioned air from entering a home.
For damaged homes and business. Retrofit insulation is the answer. See website for greater explanation.
Overview: If this hurricane/tropical storm had not occurred LPAD had begun a rapid rate of growth. The run rate prior to this disaster was around $100 million and net income/sh of around .07 for the Est. year end Dec 31,2017
A game changer has occurred do to this horrible climatic event in South Texas. It is estimated that over 30k homes have been flood and damaged by flood waters. The damage done by Hurricane Harvey is another story and the continuation of this storm continues to move East and severe damage will most definitely continue to ravage personal and business properties.
Lapolla is a one stop shopping for insulation for the whole structure including the roof. The company supplies the equipment, they repair and support the whole operation.
We have seen numbers for the most costly disaster in US history from $100 billion to $160 billion. This number is mind boggling .
In our opinion, this is one of many perfect investments to take advantage of the anticipated building boom that will occur in the Houston and surrounding areas located in South Texas and most likely the East in states that are still in the path of Harvey.
It is our opinion, that LPAD has the potential during next few quarters to see a surge in business that most likely will continue for many years. If LPAD has a revenue base of $100 million with NO climatic event and now we have a $160 billion reconstruction boom that is sure to take hold- the sky is the limit for a company like LPAD! It is very possible that LPAD could easily double or triple their rev stream within a very short period of time and produce dramatic earning growth and continual dividend payments.
The current share price is around .81 and in our opinion the upside potential could easily drive the price into the multiple dollar range as rev and profits grow. In addition the herd is actively looking for investment opportunities that can benefit from the re-building of Houston and surrounding areas damaged by Hurricane Harvey, Tropical storms and Tornadoes created by this weather event.
There are limited "pure" plays to take advantage of this building boom that is going to take place and last for years and LPAD will surely benefit not only for shareholders. The Houston community will take advantage of their technology to rebuilt their homes and businesses. We rate LPAD with our strongest buy rating for short and long term capital gains. We see limited risk on the downside and blue sky on the upside.( Houston needs plenty of blue sky in order to dry itself out so it can start to rebuild).
Stock Performance during past 16 months
SYMBOL***REC PRICE***08/31/17**STATUS
OPXS------------.70------------1.00-------strong B
OPXXW--------.15------------ .30--strong B
VUZI------------$6.35------$6.05--strong B
ESMC---------- .10-----------.12------BUY
STRI-----------.26-------------.16-------- BUY
AETI-----------$1.60---------$1.60----- BUY
WPCS-------$1.25----------$1.25------ BUY
MKRYF-------.10------------.08---------HOLD
BSGM---------$1.33--------$1.35------- BUY
SIMA---------$2.50---------$5.00------BUY-------
ASNB------------.07---------.08----------HOLD---
HEMA-----------.35-------$3.20-----strong B
LUVU------------.055------.055----------BUY
QDLC------------.52--------$1.01--------BUY
VII-----------------.41----------.41------BUY
Note;The best dividend play and favorite warrant investment remains OPXXW. During the next 9 months the company will pay .06/warrant ( .02/quarter) The warrants expire August 2021. The military play OPXS and OPXXW should be owned regardless of the current price since recommendation was made.
We believe that an old favorite of ours ARWR may make a dramatic move during AD mid Sept 2017. Recall they presently have teamed up with AMGN. The stock has been acting very well lately. ARWR currently trading above 200 and 50 day moving average. The recent purchase of KITE by GILD has woken up the remaining Biotech giants and they should become more active this fall by buying promising companies before the other guys buy them. We rate ARWR with a strong Buy rating. Another sleeper-- DXTR around .31 should get their 510k approval from FDA within the next 90 days or less and also are in the final stages of formulating an agreement with Braun for distribution and marketing of their products in Europe.Their MicroCutter 5/80 surgical stapler devices are used for minimally invasive surgical procedures. In the US, surgical staplers are routinely used in more than 1 million minimally invasive laparoscopic, video-assisted or robotic- assisted surgical procedures annually . We like this speculation and believe that this stock could double from current levels.
.
WE MAY BUY, SELL AND OR HOLD AT OUR OWN DISCRETION .We currently own shares in all stocks mentioned..
SUBSCRIPTION INFORMATION:
1 YEAR HARD COPY $250.00
1 YEAR PERSONAL CONVERSATION WITH EDITOR $3000.00- ANYTIME ACCESS VIA PHONE
1 TRIAL "NEW" STOCK PICK BEFORE RELEASED VIA EMAIL $100.00- INCLUDE PHONE NUMBER.
SEND CHECK AND PHONE NUMBER TO THIS ADDRESS.
S A ADVISORY, 4708 SOUTH HOLLADAY BLVD, SLC ,UTAH 84117- ANY QUESTIONS CALL 949 922 9986
S.A.Advisory, 4708 s Holladay blvd, PHONE 9499229986/8012724761, salt lake city, UT 84117
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the skinny. i call the company - their 56k foot building and manufacturing facility is safe and not flooded @ all. I talked with sales person today.
the are currently working from home and anticipate opening the plant on thursday. Reality check with 90 billion in damages that is lots and lots of roof replacement and they also spray insulation with their special equipment that they build. Their run rate has been $100 million and .06 and div of .01 healthy balance sheet and poised for huge growth because of the disaster in Houston and surrounding areas. They are south of the Airport(bush) and butt up against the Greens Bayou- i googled the picture -regardless there is NO damage and this stock should fly once the herd get
"wind" of this 'water shed" opp. Not trying to funny because it is really a horrible event for Houston's population and possibly for the US.
rate with a strong buy at current levels- looking for strong upside near term
told you this deal was gone over 1 year ago and you are now just getting it
it is now a shell and Gunther will finally do something with it because it is fully reporting and one of these days maybe he acquire something that will excite --like something like bitcoin that everyone thinks is the next pot plant
I think that there are many positives concerning DXTR and the negative players are not being genuine about the upside potential.
Sure there are 88 million shares fully diluted when taken into acc the 44 million warrants. The company will get 510 approval- just a matter of time.
Braun i believe will become a partner . The industry is large and growing.
Thaulman a brokerage firm raised target to .80! They have a conference near term and it is obvious that they will raise money for the company. there also are many more dog and pony show during the late summer and early fall season. Sorry to say that this stock goes higher. Not sure .80 but we could see .50.
I do believe that a reverse split maybe coming one of these days in order to attract institutional investors that cannot play in the penny casino.
I think the negative spin is misplaced- you just have to look at the upside potential. today it moved and ran past the 50 day moving average. It may not be straight up but i see little chance that it has a bearish outlook
Well after Trump's speech concerning Afghanistan it is apparent that more tanks, LAV, Stryker and MRAP will upgraded and a new source of these military vehicle will be needed- this means OPXS will get additional orders. It is also possible that allies in the region will also need new military vehicles.
Stock has held up very well considering the Q report that was very misleading on the slightly negative side because of the warrant expense on the income and balance sheet that portrayed a less than positive spin.
The investor that really understands the balance sheet and income statement would recognize these line items are accounting baby black swans that mean very little
fully diluted 88 million shares outstanding after everything is converted and then i assume a reverse once FDA 510 is approved for additional applications and maybe Braun agreement which actually the need to validate on the world stage. Thualman brokerage firm targets DXTR @.80- note they are having a dog and pony show for many companies soon and all this tells me is they are intending to management an offer soon, but a reverse may be first. Regardless, i do believe there is a trade coming in consideration of all the pony show coming and maybe all the warrants have been exercised.We will not know this until the next filing. In my opinion it is a buy for a trade. This company needs capital and a reverse and dilution raise i believe will happen
What continues to hold this stock back is the 44 million .27 warrants- Until the 10k is released we will not know how many have exercised. so every time we get traction the conversion is happening. so the stock goes to .35 and you exercise @ .27 guess what? this is real reason any pop is a bust. Thaulman that placed an .80 i think is really high but welcome and as you know they have a conference coming up with DXTR and i assume they are going to raise money. 100%
regardless there are many pony shows happening so i believe whether long term or not i bought for a trade that will get- bought solid position today @ .27
Downside risk is limited unless the whole market craters and i mean the whole market
fire can u go and hang out at some other burning house. Why are you here?
I always reviewed your winner stock that is all hype and so overvalued you should have some water on the side to cool it down.
the stock down because most don't understand how the warrants affect the balance sheet and income statement.
the div was a hit
1 million was also a line item because of the warrants so that led to a .12 loss when in the company broke even.
Then the warrants are treated as a liability of $4 million so that shaved the equity down from a real bk of $1.25 to .75
This accounting rules that pertain to this stock.
I contacted management concerning this and some was explained in the presser but i think that they could have done a better job.
With out 8 million shares outstanding and a backlog of $17 and only a market cap of $7.2 million and a real book of $1.25 and a div of still .06 for the next 3 quarters, insider buying, military spend increasing, the ridding of Longview and also ther retire of some 700k shares of common.
Is this story really that bad. Of course fire starter just continues to sing her tune of distress and assumes she or he or it is a swinger or a swing trader.
as i understand Gunther our supreme leader stays involve with his division then the $29 million can be used in order to reduce tax consequence
If and when something happens and at this point you would assume something will. I would not be surprised if a reverse split happens soon and backing in another company- assume profitable will be able to skirt taxes for Uncle Sam
You never know with Gunther he may be bamboozling an investor group
Penny huge amount of uncertainty here. money raises, dilution, warrant over hang which will affect the balance sheet and income statement.The bitcoin thing is the latest catch phase. Can you believe there are 900 different ones. Next DPW will go into the "weed" business.Last Q 9.5 million shares out. From last 425b filing around 13.2 million and that does not include all the warrants.
I just doubt that the numbers are going to be very good for this late Q and the impact on the balance sheet and income statement will surprise the low information herd that believes every stock down to .01 can be shorted. The only one that can short this stock is the specialist because it is an old Amex listed that is now part of the NYSE. Still waiting to see if they have begun to get any real rev from the UK $50 million project
I am not sure that i even really trust this management tearm. Lots of smoke and mirrors potential
fire now i know that your knowledge of investing is very limited and you bast a company that actually produces and sell something vs your dream company with almost a billion dollar market cap with zero rev and endless losses. I greeny, liberal , Obama lover most definitely.
Not a dime of rev and this is your best bet. Have you ever read a book on "real' investing. This company of yours is another pipe dream. Do you realize if the FED and state gov would not subsidize money for this electir car thing and solar that TSLA would be out of business. regardless that they have every earned .01 Do you even realize where the power comes from to create the power for these cars? NG
You are something else
i give up responding to you mr fire. take the loss and move on.
still never listed a stock that you believe and believe is a winner.
You train of thought cannot be altered.
good luck
Do you assume that everything is bad about everything. Maybe i am more optimistic about thing, but in reality i see reality and maybe just as neg as you.
Company buys back and retires stock, management put their own hard cash in the company in the form of buying stock. common and warrant holders get .08 div ( unheard of),backlog record, this recent filing was misleading and sellers are not looking at the numbers only the headlines The industry was in a hole for 5 years. sure you will blame the company. Blame the gov- maybe you were an Obama supporter and that will explain everything.
Gunner really ruined this deal and how was Dan to know that the scumbag
that bought the issue knocked it down from #2.5 to $1.20 at time of offering only to $.58 in Dec of 2016 I know that because i loaded up on the issue.
Still do not understand the real motive of you being here?
still waiting for a stock that is perfect and undervalued
Something must be up they are now current as of June 30th with the SEC so they are fully reported and relisted on the OTCBB. this cost a lot of money so finally after lie after lie there must be something happening. They still have a $2 million liability, but they also have a juicy $29 million dollar NOL
i assume the the liability will be work down to 10 cents on the dollar and we will have a reverse merger and recap and maybe we make some money after all.
It is to bad that Gunther is so self absorbed and not a Hollywood minute that he really ever gave any interest in the shareholder that gave him this jobs
what a broken record. It states in black and white that the div is secure for 3 more Q's. I have seen this writing many times. Recently it also states that i may continue after the fact. Of course you find fault with that . the losses of .12 is totally related to how the div is treated.
the balance sheet is the same we took a $4 mil hit because of the div and relationship to the common. Means nothing.
show me the perfect stock for you i would be interested
personally i would add or buy new position after the Q so we get a true shares outstanding and really see if there is meaningful rev or losses( see little chance of earning). Raising money and more money so we have lots of expenses concerning filings, impairment charges, goodwill gigo. integration
I know the hype is the Bitcoin garbage from 1 coin to now 900 different ones. Every wants to say they are involve in this huge hype. We got over the pot stocks and look where most sit today ( here are 3 msrt grso ubqu) all trading near 52 week low. Before we entering i want to see the card turned over. I may pay more by rolling the dice but snakes has happened before.
sorry you just woke up about management and director candy bars. I really think the wild and crazy stock market is not for you . You think everyone is out to get you.
Concerning the q rev flat, backlog up huge
You will but for the actual reader will see they lost no money and maybe
even earned a little. The 261k is and expense for div. The warrants themselves are an expense so that was $1,000,000.00 additional loss so we ended up with a .12 loss instead of a slight profit.
Next cash was reduced because on build up for new orders
backlog up to almost $17 million versus $15 million
Balance sheet the 4 million warrant are treated as a $4 million liability so sub that out of book which is an accounting ( conservative line that means very little. With out that line we have a bk of around $1.25 istead of .75 or so.
Now you can beat all this up.
The funny thing about your gobble is that while we all wait we get a div which as stated after the next 3Q's it may be continued
Hard to believe that the filings are almost current. In addition the stock has woken up today for some odd reason. Gunther most likely has found a new bunch of players that believe the spin. The Q only indicates that here is nothing left except a fully reporting shell with liability
fire you are hopeless . the company is going bk soon so you should sell your balance of shares so you will not any reason to write on this thread
i think that you cannot be reach. You are focused only on the past. Like a broken record. Still do not understand why u troll around here. If you have no interest go to greener pastures.
You still refuse to see the reason for collapse in the past and continue to believe this is trend of the future of opxs
In a few day we will see ER and strong backlog.
I am sure management ( insiders buying paper) means nothing to U
fire here is the deal. Gunner raised opxs $4 million @ !.20 a week prior stock was 2.20 Management did not ruin deal Gunner offered no support and the all sold and dropped the stock to .58 I think management has done an excellent job growing the company with backlog, new product, corporate buyback, insider buying and div
Why are you here?
longview owns this stock -they may sit or put in separate account or hold or even sell the total position. Rem they are also getting the div and the stock is almost up 100% since dec .the company may buy the position and retire. I am not worried.
We hit a recent high today. Rem the end of August last year the company was raped by Gunner Securities and killed the deal with the units@ $1.20 stock close the 52 week high even though the stock was around $2.20 in early August 2016
Warrants remain the most juicy investment our there. Very attractive yield with capital appreciation and non callable exercise @ 1.50 so only around .40 out of the money Super strong buy rating . I have pounding the table for weeks and weeks.
talked with management today earning out 7-10 days. seemed upbeat and spotting scope getting traction.
Around 9 million shares fully diluted and the 4 million warrants .
these warrants are the gift from the investment gods.
the surprise is on us maybe. On or about July 31st mict filed a S-3 that allow them to raise money -up to $30 mil. Not uncommon for company's to have S-3 in place to raise money if needed without having to refile .
As noticed the stock has been trending lower and lower for a period of time so the company in my opinion has been selling paper to raise money because of recent contracts and anticipating additional contracts so they need green. The company knew the recent news about their large 4.3 mil contract and the impressive backlog and yes new business headed their way because of regulations.
So the new came out and we spiked because the new was great!
The ran to 1.35 from .85 in an hour and then trended down and closed @
$1. on 6 mil + shares. today was on 800k shares and the stock ran down to .80
So the seller in my opinion has most likely sold the allotment. An S-3 only allow 20% of the total outstanding - This amounts to about 1.4 million shares. I assume that when he is finished this stock will firm.
Now next week mict will release ER. If the numbers are good we rally.
If they get another contract we rally. If the decide to split the company into 2 we rally. if they are optimistic we rally.
Yes there is pain by some time that will turn into gain.
Players loved it as it ran up and now hate because they can buy it .50 below the recent high. Go figure.
This stock is extremely cheap and has gotten even cheaper.
fire i suggest that u buy FAANG these opps may be better suited for your investment style.
Visit their website and see contract after contract
they have post a current presentation
I always find it very common to always blame the management when the whole industry was pull on hold 4 years ago for Military spending to decrease- it hurt many companies. Look @ the oil and gas industry- hundreds of cmpy's BK not all because of bad management, but because of forces that cannot be controlled- called a black swam.
I also received my div and anticipate 3 more during thel next 9 months-equalling .06 addition!
Management bought back for the company with company money
Management bought a horde of stock with their own money
All very bullish- buy back, insider buying , div .08 annualized, strong business because of increasing military spending, record backlog and extremely cheap fundamentals.
Best of all a warrant that is only .50 out of the money that are non
callable and expire in 4 years @ $1.50+the juiciest dividend around in the whole investment universe declared .08 -.02/Q
If this sound like a bad company not much anyone can say except good luck with investment strategy
i have continued to gobble up warrants at .28 the past few day because i get .06 during the next 9 months and the upside potential of capital appreciate of the common which will enhance the warrant price
The warrants are good for 4 more years and non callable and can be exercised @ $1.50
One of the best investment risk rewards in the world -currently hold 130k warrants and continue to purchase
keep in mind management bought recently bought with hard cash 100's of thousands of common stock. They did not buy the stock because they want to lose money. They are in the know
hearme that for the reply without calling me names. the day is early.
Actually the biggest turnoff concerning this company is management. Not very seasoned and almost sounds high school. Now you can say that it is only a .01 stock ( that is the excuse. NO that is the PC mentality)
I heard one of his conference calls- he did not take questions -instead he took questions hand picked. He put numbers out and spins and spins and then spins some more. The name change never happened because there were issues, instead he made a lie about other directions.
Concerning this additional direction-Where is the money going to come from? Is he going to sell more stock @.01 and then reverse split the stock.
The pot craze and now the bitcoin gigo.
Look at all the volume today and after the initial run we will be down for the day because the smart money is leaving this childish show by management and moving to hopefully greener pastures.
The price movement on the hype, the shear volume and where it closes will
tell the whole story. 400,000,000 shares that we know about
another garbage stock that actually includes "pot" has now formed a new sub for bitcoin. UBQU junk- the fools chase the fool .See who can empty their bank account first
this arsc smells like a rat hole or box job- before this they were a hydrogen fuel thing or something like that now bitcoin bullshit.
this is pure garbage. The shear type that this cmpy exhibits is worthless .
Management as you know claims it will be a $50 million in 2 1/2 ( read a press release a number of months ago) Well they are far away. Now they are getting into the bitcoin craze.
But there was 90 million share 6 months ago and now 400 million .Why not just go to Vegas or give the money to charity.
This is called GIGO
Oh of course the stock is now being shorted! Idiots! name me one firm that will short a .01 stock.
red You are misinformed. if you read the press release that talks about the warrants it actually mentions that warrants are included. By the way i received my div
2. there is no subtraction of exercise price do not know why or how you would think that
3.the warrants have 4 years left and are non callable and exercise price is $1.50