Re: "Did you have a chance to look over my Larchmont, NY DD? If so, what are your thoughts??"

Joe, yes a better location helps. However, the beauty of the Internet business is that you can conduct it from anywhere. It all depends on the content of the web site, and CKEI's one is good.

Wake me up when September is gone. As you know, the true increase in market activity starts in October; this is especially true for CKEI. Once the July and August results come out, this will be on its way up. As I said before, with enough cash at hand for 1 year operation (including some expansion), and with the cold season upon us, this stock can only go up from here. And the risk factor (at today's PPS), to me, is minimal. So you did OK, IMO, loading more in the traditional August/beginning September deep. I did the same, and hope for some nice return in a couple of months.

Mike

My wrong (my mind was at the other type of Q). Last year it came out on September 19.

Mike

You got into the wrong board, Eddie. EOM

Mike

The good days will start soon for CKEI-ers, IMO. Until then, all you can do is load, load, and load more, IMO.

Mike

Too much info, but here you are just a few points:

* Sales estimates for 07: $20+MM; for 08: $30+MM

* For 2007: Expected increased pofit margins to over 50% of projects using Aurora

* Company (one in 5 remaining Ca "approved" Companies) is well positioned to get its share of already passed (proposition 55) of over $12.3 Billion in bonds for badly needed campus modernization and related facility expenditures.

* Besides its main school structures (recently the company introduced just innovative and "permanent" structures that some school districts require instead of the "portable" modular structures.

* Company intends to significantly increase its non-educational/commercial prefabricated modular buildings, i.e. professional offices, restaurants, retail and commercial structures. The nicely done PP presentation gives a large list of growth markets (Institutional, Government & Retail) for Global.

* During the FY 2007, company plans to expand its opperations outside CA (through acquisition)

Mike

Very nice of Phil sending the package to the shareholders. Very well done - especially the Power Point presentation, but not only. Even the cover letter talking about the past, the present, and the future, as well as the business info section are well done.

This company won't be below 0.1 for too long, IMO.

Have everyone got the package? What is your take on it?

Mike

Dsp, especially if you look at the 3 years chart. This company is better positioned than ever for growth, so I expect we to get back and pass the 0.3's level it reached about 2 years ago in some near future, IMO.

Mike

OT - John,

I've been playing it (PUPS) for several years now, and (mostly based on charts) thus far I found the right entry/out points. I do not expect a large gain, but from this point at least a double should do in the very near term, IMO.

Re: CKEI (E is out as of today) - the cold season has officialy started this month. So expect them to sell progressively more heating oil, and the PPS to go up by quite a bit (I expect at least a 5 MOMO through say February, IMO). From the late 10-Q, they have enough available cash to fund their operation for 1 year, so one might not expecty further dilution (at least not a significant one).

Mike
------------------------

"why u think this will move soon i buy some on friday and what u think about ckei i have big position on ckei"

Rob, yes I played SEVI several times, but now I'm out, and didn't do any DD on it for a while. At this price, however, it might be worth a gamble. Just make sure you don't buy too many shares, and as soon as you have some decent profit, you may want to get out of it. Something is just not right with this stock. It behaves the way a large pre R/S stock usually does.

Take care,

Mike

Momma said best. That's the best part, indeed:

"We believe that our available cash will be sufficient for the next twelve-month period to meet our working capital needs, including funds needed to (a) attract additional customers through marketing and promotional efforts or (b) acquire customer lists."

Just a remainder, the cold season folks starts tomorrow. Enough said.

Mike

Stock, if could work as a gamble, but I expect it to go back into the low 0.003's first. At least, right now, there they are some better gambles out there, i.e PUPS could give you at least a double, short-term. Check it out!

PS: For our better stocks (I think you also have them) ESLR, and MOBL have (finally) started to move, ICO not yet, but it should. In the mean time, there are plenty of very promissing low cost GVPB's stocks out there, i.e., GDVI, SDGL, CKEI (CKEIE for a while).

Mike

Alvin8, you are refering to those Nevada type scammers that do every now and then a large (1:1000, or more) R/S. Here, a small R/S might indeed be necessary to go into either Nasdaq or AMEX. With only 154MM fully diluted shares, if and when that will happen, I assume an up to 1:5 R/S should be enough to satisfy the better exchange requirements. With 33.89% (see below) of all those shares hold by the insiders (the CEO controling most of them) I feel confident that Phil Hamilton (the CEO) will do his best to minimize the R/S ratio. And I bet he won't consider doing it until the PPS reaches say 0.3's.

Mike
---------------------
ITEM 11. SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNERS AND MANAGEMENT.

(Source: the last 10-K)

The following table sets forth information regarding the beneficial ownership of shares of the Company's common stock as of August 10, 2003 (issued and outstanding) by (i) all stockholders known to the Company to be beneficial owners of more than ten percent of the outstanding common stock; and (ii) all directors and executive officers of the Company as a group:

Amount of
Beneficial Percent of
Title of Class Name and Address of Beneficial Owner Ownership (2) Class
------------------ ----------------------------------------------------------------------- ------------------ ---------------
Common Stock Hamilton Trust (1), 1200 Airport Drive, Chowchilla, CA 5,000,000 3.61%

Common Stock Adam Debard(1), 1200 Airport Drive, Chowchilla, CA 6,200,000 4.47%

Common Stock Rebecca Manadic(3), 611 West Main Street, Merced, CA 35,775,000 25.81%

Common Stock Shares of all directors and executive officers as a group (3 persons) 46,975,000 33.89%
------------------ ---------------

(1) Each person has sole voting power and sole dispositive power as to all of the shares shown as beneficially owned by them.

(2) Other than as footnoted below, none of these security holders has the right to acquire any amount of the shares within sixty days from options, warrants, rights, conversion privilege, or similar obligations. The amount owned is based on issued common stock, as well as stock options that are currently exercisable.

(3) Phil Hamilton has sole voting power as to all of the shares owned by Rebecca Manandic.

***GDVI DD:

1. Web site:

http://www.gdvi.net/

2. Charts:

2.1 StockCharts.com

http://stockcharts.com/gallery/?GDVI

2.2. Barchart.com

http://quotes.barchart.com/texadv.asp?sym=gdvi

3. Basic DD:

3.1. Y over Y, and Q over Q financials:

http://finance.yahoo.com/q?s=gdvi.OB

3.2. Key Statistics:

http://finance.yahoo.com/q/ks?s=GDVI.OB

4. Better DD:

http://www.ddmachine.com/default.asp?s=gdvi.ob

5. Advanced DD:

http://www.finitesite.com/irishbull/

6. Maintainance-type DD:

6.1 SEC fillings:

http://www.pinksheets.com/quote/filings.jsp?symbol=gdvi

6.2 What others are saying:

http://www.boardcentral.com/

Mike

Han, you are right, and I trust that's where it's heading: eider Nasdaq, or AMEX. Here's something I just posted on "GVPB's" MB:

http://www.investorshub.com/boards/read_msg.asp?message_id=13003377

Mike

----------------------
One thing you can say about this stock is ... IT IS NOT A SCAM !!!

If this company was on Nasdaq, we probably are traded in $dollars.

I think the company should do R/S to get us listed on Nasdaq. Being on NASDAQ will get expose to 95% money out there in the market. OTC and PINK only expose to 5% of funds out there.

Re: GDVI - A succesful expansion into the commercial market means: (i) they should expand their space floor, and (ii) hire more than those 150 people they already have. With a good control of production costs (they've already had 8 consecutive Q's of positive net revenue): (i) this company is shaping up as a winner, and (ii) I don't expect them to be an OTC:BB company for too long. Thus far that good. From only several thousand revenue 3 years ago, they just reported $14.9 MM for the last financial year.

For those here not yet aware of this little gem, I encourage you to do a good DD on it:

http://www.investorshub.com/boards/read_msg.asp?message_id=11969648

Mike

-----------------------------------
The most interesting thing about GDVI's news release is that it implied they could be selling in this market within a month or so--not a way out there thing.

We should see pretty quickly whether their read of this market potential is right and they start to convert the potential to actual projects and revenue.

Alert on GDVI - good news today, still near the bottom.

Mike

Quacker, nice to see you are back. In regards to your question, I would add the GDVI DD at the top of the iBox. This way one can do a good DD on a single click:

http://www.investorshub.com/boards/read_msg.asp?message_id=11969648

Mike

Jo, we shall be OK next week. Loaded today some 500K more.

I've only been in touch with a certain Larry F., who is in charge with the public relations (and quite frankly not being impressed with his handling of that job).

Mike

Jo, started to load @ 0.02 (about 5 months ago?), and been buying progresively more ever since (mostly @ 0.0101, and more today @ 0.0092). Once the cold season (next month) starts, I hope my patience to pay off.

The true lucky ones will be, IMO, those that just get in at these prices, that is before the "E" is out (which I trust won't take too long).

Mike

Crap, big Nevada crap. Dilution, R/S, dilution, R/S, etc. It looks like they are following in the R/S champion foot steps:

http://www.geocities.com/p2saup33/index.html

Mike

Expected events this month:

1. Revised 10-K filling

2. Filling 10-Q

3. July sales PR

I expect no bad surprises. Good time to join the club, or to add more, IMO. With: (i) the cold season officialy starting next month (read noticeable improved numbers for CKEI), and (ii) ME turmoil worse than ever (read potentially much higher oil price), it's hard to believe the PPS has any way to go, but up.

Mike

PUPS will start moving (up, that is) soon, IMO.

Mike

One of the "GIRLEY MEN" got most of it out @ 0.098. Just get the rest (only 350K remaining), and enjoy the "fly."

Mike

Gambling times! Got back in this morning @ this time I would settle for a double (as some people here may know, I was one the lucky ones that made a 10+ MOMO last time - several weeks ago). All I need is 0.0102, and I'll let you folks ride it to whatever heights.

Mike

Dsp, I see some RB people (Chip, Coop, and Climber) are expecting some "important news." According to Climber's post last night: "I said weeks ago--there would be more news--and yes it is important news. That is ALL I will say. Don't bother to ask!"

Regardless, a company with: (i) such a fast growing revenue, (ii) 150 employees, and (iii) posting positive net revenue for the past 10 Q's, won't have forever a Price/Sales ratio of only 0.6. It (the P/S ratio) should be well above 2, IMO, so the PPS should be at least 0.2. Shall see if the RB rumors come true, then this will start moving on a near verticle slope. If not, it should start moving slowly, and if the
10-Q (due in about 1 month) is as good as I think it will be, it'll do the jump at that time.

Mike

Learn to valuate a penny company by yourselves. The best indicator is the Price/Sales ratio (PSR). On average, a penny stock has a PSR between 1.5 and 2. It however happens to go into thousands (or even tens of thousand) for high expectation, or sexy stocks.

For some good info on PSR:

http://finance.yahoo.com/education/stocks/article/101029/Price/Sales_Ratio

Note: Go to post #305 again, and push on "Key Statistics." The PSR here it's 0.54. By the above rule (a PRS of 1.5 to 2 - which on average works pretty well for me), this should go up to $0.18 - $0.24.

Note: This is not an average penny stock, hence the PSR could easily go above 2. Think about:

1. Explosive annual gross revenue growth (from several thousand 3 years ago, to 14.9MM for last financial year)

2. Positive net income

3. Increasing book value

4. Increasing working capital

5. Growth near assured due to the increased need of school space in CA

6. Company extending its business, etc, etc.

Got 2 run,

Mike

OS: 154.5MM, Directors own 46.975MM shares, or 33.89%.

Source: 10-K released 8-17-06. For more info, go to post #305, and click on SEC fillings.

PS: While there (post #305), look at the Yahoo Finances, and see the dynamics here, then go to the graph, and judge for yourselves where this is going.

PPS: Even if you were lucky enough to buy in the low 0.05's, I wouldn't sell it. This stock has a history of jumping high after such news, hence I expect it will go much higher by next week.

Mike
-----------------------------------------------------------
Common Stock Hamilton Trust (1), 1200 Airport Drive, Chowchilla, CA 5,000,000 3.61%

Common Stock Adam Debard(1), 1200 Airport Drive, Chowchilla, CA 6,200,000 4.47%

Common Stock Rebecca Manadic(3), 611 West Main Street, Merced, CA 35,775,000 25.81%

Common Stock Shares of all directors and executive officers as a group (3 persons) 46,975,000 33.89%
------------------ ----------------------------------------------

(1) Each person has sole voting power and sole dispositive power as to all of the shares shown as beneficially owned by them.

(2) Other than as footnoted below, none of these security holders has the right to acquire any amount of the shares within sixty days from options, warrants, rights, conversion privilege, or similar obligations. The amount owned is based on issued common stock, as well as stock options that are currently exercisable.

(3) Phil Hamilton has sole voting power as to all of the shares owned by Rebecca Manandic.

Eddie, OS it's about 150MM, out of which the Mgmt has over 40MM. The exact figures are in the 10-K SEC filling released yesterday.

Mike

Re: GDVI has released late in the morning its 10-K, which is good IMO: revenue ($14.9MM) has increase 62% over the last year number, and the company has a positive net revenue. Not bad for a company sitting right now at 0.054. For more info:

http://www.investorshub.com/boards/read_msg.asp?message_id=11969648

PS: For some reason the news are not posted by the Ameritrade Streemer. This may be why there seem not to be much reaction to the 10-K, that came out at 10:30 (or so) AM. I believe by the end of today, and starting tomorrow this should move up. Do your own DD, and decide.

Mike

Dsp, hope you noticed it (the 10-K) came out this morning. 62% revenue increase over the previous year it's not bad. Since it didn't came out before the oppening, I expect people to start reacting to it only tomorrow.

Mike

Re: ICO

http://www.ddmachine.com/default.asp?s=ico.ob

Long-term serious investors - today focus is on COAL. Here's why:

1. http://www.epriweb.com/public/EPRI_GenTechCarbon.html

2. http://www.netl.doe.gov/technologies/carbon_seq/index.html

Do your own DD. Coal to fuel technologies exist. For instance take a look at:

http://resourcescommittee.house.gov/archives/109/testimony/2006/huntramsbottom.htm

The above start-up company states: "With oil prices at historic highs, our fuel is also economically competitive. Including the financing and development costs, we can produce finished fuels for $36 to $42 per barrel, the equivalent of buying raw crude at $30 to $35 per barrel."

Disclaimer: Some of you know I'm a Renewable Energy (Solar Power) expert (former nuclear energy expert), and developer. Renewables will only start sometimes in 2015 to 2020 to make a noticeable impact into the global energy balance. In the mean time coal is, IMO, the best short-term solution, and will best reward early investors.

Mike

A.To those selling at this price, if you really have to sell, my two penny opinion is that you should keep your shares at least through the end of this month. Why? Here's why:

1. As it's been tha case every month this year, expect by the end of next week a positive PR with the July results vs the July 2005 results.

2. The 10-Q should be out by the end of this month, and (compared to 2005), we already know it will be good.

3. Most importantly, the "R" cold season (SeptembeR through ApRil) starts next month. This will bust the sales (and hopefully improve the bottom line).

4. The volume seem to be going down, meaning that the dilution is getting close to be ended.

B.Those that have some pocket change available, this might be a good time to buy (add more), and keep them at least through say February, or March (or before than if your gain goal is achieved).

Re: "is there any way you could possibly update some of the information at the top of the board?"

Ranven, the DD format at the top of the iBox is valid, except for the OS. The iBox should be revisited and changed. I you recall the former Moderator posted my name as an assistant w/o asking me.

Since you are the most active member of this board, you should take over and become the Moderator. You could name an additional assistant. I could remain one of the assistants, however my near term extremely busy schedule won't allow me to contribute too much.

If you (or anyone else) decide to become a moderator, you should contact the iHub administrator:

http://www.investorshub.com/boards/board.asp?board_id=504

You can use the above note as a letter of endorsement.

Mike

Re: SDGL

Price/Sales (P/S) of only 0.31! From today's PR: "Secured Digital's annualized growth rate is approximately 109 percent since it became a public company seven years ago. Management's revenue forecast for 2006 is $39-41 million. On Monday, the company reported that its sales for the first half of 2006 were running 30 percent ahead of sales during the same period in 2005."

Time for a run up, IMO

Mike

Great news from California:

"Many solar advocates thought this would never occur. After two long years, the Million Solar Roofs bill, SB 1 (Murray), passed the Senate Floor on Tuesday by a vote of 36 to 4, clearing the state legislature and heading to the governor's desk for his up or down approval."

http://www.renewableenergyaccess.com/rea/news/story?id=45727

I like this part: "Mandate that all homebuilders, by 2011, make solar panels a standard option for homebuyers." Most likely, other states will follow CA's policy.

Mike

Re: SDGL - overkil - after today's 10-Q. Good entry point at below 0.07, IMO.

Mike

OT: Stock, Re: ESLR, hard to understand what's really going on. A few presumptions:

1. As you know their efficiency is still quite low, and I don't really see them doing anything about it. Efficiency (due to the high relative cost of the Si substrates) is directly related to the bottom line, in many ways.

2. The solar cell business (close to 95% of the word market) is based on crystalline silicon (and it will be for the near forseable future). The tendency up to now was to go into multicrystalline Silicon (mc-Si), which has been gaining market share over the single crystal Si (c-Si). However the price of the Si wafers is still high even for the mc-Si; so companies will get more and more into string ribbon Si substrates. The first company that (i) increases the cell efficiency (w/o increasing the cell fabrication cost) from below 12% (and as low as 8%, at present) to say above 15%, and (ii) understands that in this business the company has to go for a vertical integrated model (produce their own wafers, cells, modules, and at least a few clever systems) will not only win the the ribbon Si market, but the general solar cell market. Will Evergreen/Q-cells be the ones? They started so well and with all the great incentives they received from Germany they should have been able to do it.

3. For now, their business seems safe. However if a deep pockets motivated company (e.g., BP, Sharp), or country (e.g., China) gets into the mix they will have a hard time competing.

Note: For now the only truly deep pocket companies are the oil companies. Historically, these companies (e.g., BP, Shell)involvement into the solar business was just to trow dust in the eyes of the unaware segment of the public oppinion (that more and more will support renewables). Their main business (the oil) is (and it will be more and more in the near future) highly profitable, so their involvement is just lips talk, nothing more. In the 80's they were the ones that (purposely) destroyed the solar business. They might not be able to do the same right now (due to the the public outcry, and increasing energy costs), but for sure they give a damn about anything that's not the profitable oil. "Beyound petroleum (BP)" should change their slogan name. People start seing through their enviro frienly self advertising.

PPS: Energy (and especially renewables) stocks are among the best one can invest right now. I bough myself some more ELSR (and some more ICO, last week), but I might stop buying for now (at least ELSR), until they improve their bottom lines.

Mike

Skidos,

I wish you all the luck with TXPO. And you are going to need plenty of it.

Don't get me wrong: I like what they are trying to do, but they are a bit ahead of the industry curve (especially as optoelectonics/photonics go).

1. Let's take as an example their "transponder." Since early 90's many companies got involved in making it, and some found some cheap solutions:

Example: http://www.wenzel.com/pdffiles/rays.pdf

2. In the long run, their best chance will come from Photonics (if they can demonstrate some novel integrated photonics for ultra-high-speed computer and telecom applications). This is going, however, to take quite a bit of time (5 to 10 years, IMO). Right now companies such as Intel have scaled down their photonics division, and except some start-up companies (mine was one of them, but gave up for now) no significant advacements are being made.

Conclusion: This is a good long-term company, and I would give them a fair chance to succeed. But, again, it would take time, and (unless some good development comes along), before they can pick up significant business: (i) they most probably will go through hell, and (ii) increase substantially the # of shares in order to survive (which will drop the PPS quite a bit).

This is, of course, AJIMHO.

Good luck,

Mike

Re: "Sorry to bash, and I hope you longs do make some $$$ from this co."

After they dilute this close to the newly authorized 5B shares, they will do another R/S, IMO. Conclusion: This is by no means a long-term keep. But, a fast in and out could work if you are lucky enough. If you do it, just use some common sense, and DO NOT be greedy. If you chose the right entry, DO NOT expect a multi MOMO. If you made 25% to 50% you should take it.

Disclaimer: I'm out right now, but could try it sometimes in the near future.

Mike

Not bad:

http://www.stocktargets.com/cgi-bin/ticker.pl?command=mobl.ob

Mike