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Knowledge - ERS,
picked up some more ERS today....convinced they will have a very strong Q1. New director from Alcoa should prove interesting.
Art
Lentiman,
How about Ezen as a recent example..?
Art
OilDesk,
Very good thank you.....Giddyup!
Art
Oildesk re: EGY,
Has the 1818 Fund completed or come near to completion on their selling? How do you see the 3 new directors playing out...could be more aggressive than the 3 from the 1818 Fund...? Also, I like the part in their annual report about looking to expand into other international growth areas....particularly with their cash position....
Thanks for your due dilligence.
Art
Hweb,
got my numbers crossed on LMIA and picked some up. Also like ISYS (satellite monitoring) but not a VM.......may follow you on ERS...I got here from my investment there.......they have been consistently growing revenue and earnings....likely a $5 push next week. I am still in disbelief of WIRX....thank you and Bob once again....
Art
Hweb.
Thanks! Although your analyis has moved it up quite a bit today!
Art
Mr Hweb,
How do you like LMIA>>? I was thinking of adding for the long haul...has risen substantially in price...
Art
Bobwins..Kroes...
Many thanks....I took what I though was a risk with TGLEF which grew up to TGA in the $.70s....hopefully we see Kroes appreciate as the Ukraine becomes more and more favorable to foreign investment, divests state run enterprises, and we are right in the middle of the VM Oil patch.....
Art
BobWins Kroes Energy KRSYF,
Any thoughts...they appear to be having some success in the Ukraine as well as improvement in their financials.... I added some more today as a long term Jr. play....
Art
Oh by the way...thanks for the WIRX due dilligence....very sweet indeed.
BobWins-Kroes Energy KRSYF
SDGL...getting creamed with the revised pricing on the private placement. Don't like the rosy PR followed by the wammy....I never learn. May take a while to mature and rebound.
Art
Thank goodness for HWEB/Bobwins and the WIRX call.....
Art
Bones - SDGL
My apologies, I thought you were making fun of the PR... it looks like SDGL took out the fixed conversion price on $2.5M of the $7M financing and set the price at 85% of the avg of the 5 closing prices during 22 days prior to conversion.... must be to satisfy the Laurus financing and get ready to unrestrict the funds for their PR this morning on getting into the US via acquisition...they also set a floor of $.07 I am not too concerned as it reflects the reality of the current stock price as well as I am 'assuming' they will be able to use the financing to do something sweet that will drive the price up. These funds have OTC co. by the *** we need a BobWins-Hweb-Lentiman master fund....
Art
Bones....if you are making fun of SDGL.....they are a profitable growing OTC-BB company that has been beat up...also, much discussed and recommended by some here...not many that can say that....and appear to be on track for improving earnings in 2005...so you should research it before making fun of it....
Art
SDGL out with 2005 Guidance and announcement of move into US....
Art
Secured Digital Issues Guidance for Accelerated Growth in 2005 and Outlines Plans to Expand Presence in United States
10:00 a.m. 04/26/2005 Provided by
NEW YORK, Apr 26, 2005 (BUSINESS WIRE) -- Secured Digital Applications, Inc. (SDGL) today forecast revenue of $28-30 million for 2005 and outlined plans to begin actively marketing its products and services in the United States. The Company also said that its strategy for 2005 includes the reduction of debt service costs, improved net income, improving its working capital position and continued strategic acquisitions.
Secured Digital reported gross revenue of $20.48 million revenue for 2004, up approximately 29 percent over 2003, and has estimated that it will report revenue for the first quarter of 2005 of $6.5 million. The Company stated that its strategy to improve both growth and maintain profitability will include the following:
-- The Company has restructured several significant contracts for the provision of biometric security systems to permit customers to finance hardware purchases through a third-party, which will accelerate the anticipated performance of the contracts into the current fiscal year and improve profit margins. The Company has entered into a strategic relationship with a technology provider in Malaysia to provide hardware for its contracts. The Company said that it expected that this more focused approach would increase profit margins on the restructured contracts, reduce financing risk and improve cash flow.
-- The Company, which operates and offers its products in Asia, said that it plans to begin offerings of a number of its products in the United States during 2005, and that it will add United States management and sales representatives in the second and third quarter. The products will include value-added applications such as biometric security system, RFID inventory systems and secured shipping. The company also said it plans to centralize investor relations in the United States to improve communications with its United States shareholders.
-- The Company said that it will pursue strategies to reduce its debt service costs that include the early retirement of existing debt.
"Based on our results in the first quarter and our pro forma analysis of the effect of the acquisitions that we made in 2005, we see strong growth in revenue for the balance of the year," said Patrick Lim, Chairman and CEO of the Company. "Moreover, we believe that this is an appropriate time to take aggressive steps to expand Secured Digital's business. In order to do that, we have examined strategies to improve our cash position, to accelerate the contracts that we have in the pipeline and to establish a meaningful business operation in the United States. It is our strategy to maintain or improve the growth rates that we have experienced by strengthening our existing lines of business and by continuing to aggressively pursue acquisitions that strengthen the company."
"We believe that our access to the Asian markets, including Malaysia, Singapore, Thailand, Vietnam and Hong Kong can give us an important competitive factor," Lim explained. "Asia provides an important customer base and, at the same time, permits us to benefit from favorable labor conditions. We think that to obtain the full benefit of our position, we need to aggressively pursue a substantial business operation in the United States."
The Company is currently pursuing acquisitions in the area of shipping and logistics in order to expand its secured shipping business, and is seeking a US partner or acquisition. The Company, which holds a broadband telecommunications license in Malaysia, said that it believed that there has been substantial improvement in the telecommunications industry and that it will seek to further develop the use of the license.
The Company plans to use the money generated by conversions of its debt and preferred stock to fund acquisitions and its working capital requirements for its growing lines of business.
Good luck Raw,
Worst case scenario is you give up on your 90% cash position buy back in heavily than it nosedives..... very hard to time a resurgent market...
Art
Nope...weekend cooled things off...
Negative:
1. Twin Deficits Current account deficit/budget.
2. China-Japan issues are growing
3. Growing protectionist sentiment globally
4. EU Weakness/Limited growth
5. Japan may head back to recession.
6. John Snow
Positive:
1. Historically low interest rates..
2. Productivity gains.
3. Fed may give up on tightening.
4. Condoleeza improving global dialogue on issues
5. Terrorism concerns diminishing slightly
6. Oil prices may moderate/speculative pricing may diminish
7. China potential flexible currencyt alleviate imablances.
We are at a critical juncture globally.....
Art
BobWins, KRSYF Kroes Energy....
I like your pick from the other day....Kroes Energy... The new Ukrainian President Victor Yushchenko made some very favorable comments today on Free Enterprise and economic growth in the Ukraine.....should bode well for KRS's Lelyaki Oil field and the Kashtan JV as well as future State Run O&G initiatives....
"We welcome investments into Ukraine's economy and are committed to creating a favorable climate for the U.S. and other international investors,"
Getting nervous though about my Mining and Gas holdings...due to Bobwins and Kozuh recommendations.....starting to become a hobby. I check the commodities section of the Financial Times before the Nationals box score...... must be a signal of a top in the market.... ;)
Art
BobWins,
Thanks for your reply....! Alumina also at 10 yr highs...need to think how I work that...as China apparently is limiting exports as well as tariffing imports (or vice versa)......to curb their demand as well as develop alternatives. It utilizes a lot of electricity to produce....
Art
BobWins,
Are you still positive/in on Breakwater Resources...Zinc play....?
Thanks,
Art
Man4...
Don't stray from the ultimate objective....SDGL baby! I think Wadeg had some at some point.
Art
Skillz,
Thanks...re: EZEN ..looking for $.26 EPS in 2005 and a larger P/E closer to industry...could translate to $3.5 by y/e.... got some cheaper but looking to add quality VMs...
Thanks,
Art
Top Ten,
Some of your top tens read like a 10K...lol
SKYT (no longer vm)
SDGL
UGNE
WIRX
TGA
ERS
PDGE
BLVKF (Blackstone Ventures)
ISYS (not vm)
SVNX (not vm)
Good luck to all... Sold some AIG (ouch...) will look to add some EZEN... any thoughts?
Art
Hweb - ERS 10K out..
Just Beautiful....
Diluted Earnings Per Share:
2004 2003 2002 2001 2000
$.49 $ .37 $ .23 $ .12 $ .09
Art
See Koz...I told you Water is the Oil of the 21st Century...
Art
Roque,
You mean...$.20 cups of coffee....if everyone loses value in their house and equities they spend less driving the economy south and don't buy their coffee from $4bucks and drive the price down in a deflationary spiral....that is the beauty of economics it all balances out in the end no matter how painful.
Art
Kozuh,
Water is the Oil of the 21st Century.....
Here you go SZE Global Energy and Environmental Mgt Co... will be able to capitalize on global water quality and availability issues..... NYSE ADR.... not a VMicrocap but a good choice for a long term play.....
Art
Bobwins,
Doing real well with BLVKF...Blackstone Ventures...they have Nickel investments in Finland and Canada and have had some good announcements recently. That coupled with rising metals prices they have done well. I would appreciate your view. They are more than offseting the temporary softness of your Zinc play...;) Next year Seton Hall will be in the big dance...
Art
http://www.marketwatch.com/tools/quotes/news.asp?symb=CA:BLV&sid=647308&siteid=mktw
MSGI,
When you get these feelings, do you consider moving some to Intl funds or other markets and sectors as they tend to diverge from US equities...particularly like now when it is concerns over currencies and trade deficits...
Art
You guys must have had a rough day...my zip code is changing all right....
Art
a 10 bagger seems nice!.....
Not a bad post after the Gannon must go...s
Art
SDGL
Good PR out, gaining some volume and traction. Been very badly beat up.
Art
Did they have a falling out? Kudlow and Cramer? I don't get home in time to catch it.... Nightly Business Report is good...
Art
Kozuh....et al.
UGNE
Good timing. I have been in this one for over two years with a nice gain...it looks like it is now finally ready to get FDA approval for their Nasal calcitonin product (for oseoporisis). They have major deals with Glaxxo-Smithkline, Upsher and Novartis to market the nasal as well as develop an oral delivery product. Once approved they should get milestone payments, addtl partnering deals, amex application etc. From the yahoo board expectation is is 6Mos from late September FDA data submission would indicate Late March/Early April approval.
Due your own due dilligence.
Unigene Laboratories Inc Website Annual Report
110 Little Falls Road Phone: +1 973 882-0860
Fairfield NEW JERSEY 07004
Fax: +1 973 227-6088
Unigene Laboratories, Inc.. The Group's principal activity is to research, produce and deliver peptides for medical use. The Group has developed manufacturing technology for producing peptides cost-effectively. It has also patented oral and nasal delivery technology that has been shown to deliver medically useful amounts of various peptides into the bloodstream. The initial products of the Group will be injectable, nasal and oral formulations of calcitonin for the treatment of osteoporosis and other indications. The Group has also developed novel drug delivery technology that delivers therapeutic levels of the amidated peptide calcitonin into the bloodstream
Lentiman,
On your double strategy...I bought SKYT (Skyterra) at $1.69 and posted it on the RB board....in 8 mos with FCC approval of their ATC network it moved to $40....this was one of my greatest investment gains ever in terms of $ value.... I never took any off the table until $40 because I still think it is a great investment... it has retraced to $33 and is moving higher but I was uncomfortable at $40 with the $amount I was holding... so i guess my point is that every investment is different and one rule does not apply to all and if you can't sleep at night you ought to trim your holding.
Art
Typical Texan...only concerned about Texas... ;) I'm talking Worldwide....EMEA, Asia....currently is a big issue getting bigger...I will look into developing technology and use it to cahnge my zip....to TX...
Art.
Kozuh,
Water is the oil of the 21st century....Any good Water and Water related zip code changers?
Art
I am already loaded up on O&G...also think prices will moderate... I am looking for the Kozuh like returns in basic commodities...
Art
http://www.blv.ca/s/Home.asp
Have done well with BLVKF...startup Canadian Nickel
Co. Nickel and BobWins Zinc similar fate.?
http://www.blv.ca/s/NewsReleases.asp?ReportID=102119&_Type=News-Releases&_Title=Blackstone-S....
or rather VIFI.PK....man it has been a long week....
Art
Yes, thank your for the correction. It was not VFIN but VIEF.Pk.......sorry!!
Art
http://finance.yahoo.com/q/bc?s=VIFI.PK&t=6m&l=on&z=m&q=l&c=