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EJ insider planned buy
E-House CEO to Buy $10 Million in Shares
Thursday March 20, 10:34 am ET
E-House CEO Zhou to Buy $10 Million in Shares in Next Six Months
http://biz.yahoo.com/ap/080320/e_house_shares.html?.v=1
XFML strength.... watch JRJC
RCH inside the contract:
The Company also announced that it expects to be awarded contracts in the range of $80-$100 million for auxiliary structures on the same transit line.
http://biz.yahoo.com/bw/080318/20080318006445.html?.v=1
This company has to have a huge backlog building...
walkdown sucks!
looking for rebuy on FSIN
all out in mid15s
what a manipulated thing this is
why do i keep talking about FSIN? http://investorshub.advfn.com/boards/read_msg.asp?message_id=27531658
USU on watch for reversal
http://www.usec.com/v2001_02/HTML/Aboutusec_swu.asp
earnings call transcript:
http://seekingalpha.com/article/67335-usec-inc-q4-2007-earnings-call-transcript?source=side_bar_transcripts&page=5
not clear what is happening re. Amer. Centrifuge
USEC Updates Progress on American Centrifuge ProjectFebruary 25, 2008 4:38 PM
http://news.moneycentral.msn.com/ticker/article.aspx?Feed=BW&Date=20080225&ID=8238561&Symbol=USU
USEC Urges Congress To Act Now
To Make Recent Trade Agreement With Russia Enforceable
http://www.usec.com/v2001_02/Content/News/NewsTemplate.asp?page=/v2001_02/Content/News/NewsFiles/03-05-08c.htm
some concern that Russia nuclear fuel imports to U.S. could damage their prospects?
worth watching (via news streamer tickler) for Congressional support of domestic supplier(s): USU
am adding ticker to my watch list
RCH same old same old
They fade every piece of positive news on this one.
Shorts feast on optimism (exuberance?) and destroy share value... Buyers blow their wads too quickly and don't have the ammo to counteract selling pressure
HALO: initial DD
Cowen & Co. 28th Annual Health Care Conference
http://phx.corporate-ir.net/phoenix.zhtml?c=128610&p=conferenceAgenda&id=1706447&day=1
HALO has recombinant human hyaluronidase enzyme
(rHuPH20) that enhances the absorption and dispersion (effectiveness) of drug delivery. They have initiatives in 5 different areas and some well-established partners
have a listen
am considering initiating a position as it reverses off 52wk low
of particular interest is the potential profit center from an aesthetic dermatology application for cellulite removal. deserves more dd to see what other cellulite treatments are out there.
also their subcutaneous drug delivery vehicle and efforts to increase absorption of injected drugs
the most interesting initiative from a medical perspective is the technology to neutralize the surface defense structure of tumor cells with a pegylated variant of their "Matrix", so that anti-tumor drug therapies can more effectively attack the tumor cell. A solid tumor has the ability to limit attacks via elevating the interstitial fluid pressure. By neutralizing it
s sugar coated halo on the tumor cell surface that higher pressure defense structure is compromised and anti-tumor agents can then be more effective in attacking the cancerous cells.
I'm no scientist re. cancer, but I think this is a novel approach.
the presenter didn't have much to add to the slides... if you can find the powerpoint without the dialog you won't miss much
they recently reported year end results:
http://secfilings.nasdaq.com/filingFrameset.asp?FileName=0000936392%2D08%2D000211%2Etxt&FilePath=%5C2008%5C03%5C17%5C&CoName=HALOZYME+THERAPEUTICS+INC&FormType=8%2DK&RcvdDate=3%2F17%2F2008&pdf=
Some of the slides from the Cowen conference were the same as these:
http://secfilings.nasdaq.com/filingFrameset.asp?FileName=0000950134%2D08%2D002263%2Etxt&FilePath=%5C2008%5C02%5C12%5C&CoName=HALOZYME+THERAPEUTICS+INC&FormType=8%2DK&RcvdDate=2%2F12%2F2008&pdf=
see slides 30-35 re. the cancer initiative
Journal paper describing the basic premise of the enzyme: http://www.halozyme.com/A%20recombinant%20human%20enzyme%20for%20enhanced%20interstitial%20transport%20of%20therapeutics%20PUBLISHED.pdf
here's a transcript of last week's conference call:
http://seekingalpha.com/article/68609-halozyme-therapeutics-q4-2007-earnings-call-transcript
gapper: anad
RCH New Projects Worth $50 Mil in Dubai
China Architectural Engineering Announces New Projects Worth $50 Million in Dubai
Tuesday March 18, 3:30 pm ET
Company Will Build Enclosures for Stations, Entranceways, Walkways, Bridges and Parking Lots on What Will Be the World's Longest Fully Automated Transit Line
http://biz.yahoo.com/bw/080318/20080318006445.html?.v=1
SDTH conf call transcript
http://seekingalpha.com/article/68878-shengdatech-q4-2007-earnings-call-transcript
In 2007, we added 40,000 metric tons of NPCC capacity bringing our total NPCC capacity to 130,000 metric tons. This month we completed the construction of our first new stainless-steel NPCC lines with 60,000 metric tons of capacity which are scheduled to begin production by the end of the month...
In addition to bringing on new capacity we are constantly working on broadening our customer base. During the fourth quarter Shengdatech added 13 new domestic customers including three PVC manufacturers, five tire manufacturers, three latex manufacturers, a paint manufacturer and a paper manufacturer...
MDTL earnings out and conf. call
http://biz.yahoo.com/bw/080317/20080317006007.html?.v=1
company appears to be waiting to market their power packs under the brand name of a world class name with whom they have been unable to consummate a distributor relationship with.
conference call is pretty disturbing.
this company appears to be in limb.
am sorry i ever believed in management. my investment has been chopped in 1/2
seems like a lotto ticket now.
shorts running it down today with noone stepping up to support the share price
SDTH conf call sounds super so far
http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=104&STORY=/www/story/03-17-2008/0004774903&EDATE=
they have received a patent for 20 years for their membrane dispersion process to produce NPCC
wondering who let go of shares below 8.50 this morning
has 2 new customers in PVC arena, a new market for them
also looking at using NPCC in asphalt
both of thesee applications reduce the raw material (based on fossil fuel) costs for thesee products
their new 60,000 ton capacity utilizing stainless steel equipment should be at full run rate late in summer
gapper pick: SDTH on earnings release BMO Monday
and my $ is where my mouth is :)
added more shares yesterday
RNIN more 2K blocks today than since... quite a while
don't know if it is more than one institution but someone is picking up what they can without igniting squeeze
CFSG could cause shorts a bunch or pain if it closes at hod
gapper pick: JADE; annual meeting tomorrow
betting that management will have something to buoy the heavy hearts of long-suffering longs
http://www.knobias.com/research.pdf?id=12844
last year's Maxim group research report:
want to compare the estimates with the actual
http://www.ljintl.com/ljii/admin/upload/upload_files/pdf-ResearchReport32.pdf
YTEC nice, really nice, news with no market reacton
Yucheng Technologies Launches e-banking Service Platform in Partnership with China Financial Certification Authority
March 13, 2008: 08:00 AM EST
"The platform will allow banks to avoid costly dedicated infrastructure, as well as provide them with best-in-class applications, support and maintenance, together with the highest standard for transaction security in China today. With the mission-critical nature of this function, subscribing banks will save on the recurring cost of qualified maintenance staff and system redundancy. With this platform, city commercial banks and city/rural credit unions can avoid necessary up-front capital expenditures and quickly acquire the capabilities for online accessibility for their customers, rather than risk losing them to the larger banks who have dedicated in-house online banking platforms."
http://money.cnn.com/news/newsfeeds/articles/prnewswire/CNTH01413032008-1.htm
e-banking can be adopted by smaller banks that couldn't afford the affiliated costs of having their own inhouse ebanking infrastructure
CFSG not going to be a pig about a 20+% overnight gain
CFSG
Management stated that noone has sold any 144 stock or has any intention to at this point in time
I was trying to extrapolate the 2/15 guidance into the investor presentation table, but ran out of revision time
Hard for me to believe that reputable banks like Brean Murray, and Susquehanna would help perpetrate a plunder by insiders. should make for some more interesting drama in the next few days
march 10-12
CFSG
hatchet job by sharesleuth.com
http://sharesleuth.com/2008/03/china_fire_security_group_inc_1.html
the company responded to the ongoing sleuthing tree rattling, stating business is strong:
http://sharesleuth.com/brian_lin_email.pdf
CFSG has fired right back with a conference call today defending their share structure which was attacked: http://www.videonewswire.com/event.asp?id=46712 .
China Fire & Security Group Inc. Authorizes Share Buyback
Wednesday March 12, 8:26 am ET
Conference Call Scheduled for March 12, 2008 to Discuss Business Developments and Clarify Corporate Ownership Structure
This rapid response certainly qualifies as one of the best counterattacks to a shortseller's thrust i've ever seen!
Although I agree that any number of people get to enrich themselves in reverse mergers into shells, it doesn't appear that are any intentional malfeasances here.
corporate profile:
http://www.hcinternational.net/pdf/client_overviews/CFSGcorporateprofile.pdf
recent investor presentation
PerformanceSelected Financial Results (in $ million)
2004 2005 2006 Q1/2007 Q2/2007 Q3/2007
Revenue $16.5 $21.6 $32.5 $9.5 $11.5 $11.6 e13.6
Gross Profit $9.3 $12.5 $16.2 $5.0 $11.6 $6.9
Gross Margins 56% 58% 50% 53% 55% 59%
Operating Expenses$4.1$5.5 $8.3 $1.7 $2.8 $2.8
Operating Income$5.2 $7.0 $8.6 $3.3 $3.5 $4.1
Net Income $5.2 $7.3 $7.0 $4.1 $4.2 $4.4
PformaNet Income*$5.2 $7.3 $8.5 $3.3 $3.9 $4.4
PformaNet Margin 32% 34% 26% 35% 34% 38%
PformaEPS (Diluted)$0.22 $0.30 $0.35 $0.12 $.014 $0.16
LNDC old friend back in single digits
transcript of last qtr's cc:
http://seekingalpha.com/article/59082-landec-f2q08-qtr-end-11-25-07-earnings-call-transcript?source=side_bar_transcripts
interesting at these price levels
will have to do somemore research
intraday focus: INCY CRME
FSIN market machinations
once again this morning someone was in bid-whacking and moving the price down as they picked up the few shares that were being bid for
I am looking for some institutional buyside action.
the conference call was encouraging imo.
2 oversold bouncers: INCY CRME
INCY has nice tweezer bottom reversal structure
CDS was looking real good/FSIN jiggy at the close
maybe it will get back above 6 for the close
am hoping to see a 15 handle on FSIN for the close also going into their earnings release
i still think some smart people were trying to shake some shares free for themselves this morning on FSIN
FSIN up 1.80 so far from today's entry... 4chart view
almost 6x usual daily vol with 1hr to go
this move is spoiling my gapper pick potential
'shucks'
gapper pick: FSIN long here; cut nearly in 1/2 from dec.
last month's webcast at Roth Conference
20th Annual OC Growth Stock Conference
February 18-21, 2008
The Ritz Carlton Laguna Niguel
Dana Point, CA
http://www.wsw.com/webcast/roth16/fsin/
can't believe how low some of these profitable materials plays are
FSIN here less than 1/2way through the trading day has volume in excess of 4.5x average daily.
I think someone is hitting the bid to load up lower.
Can't imagine anyone knowing enough about coming earnings to know the stock is a sell
GIGM reported; conf call highlights
big increases in top and bottom line but also large increases in R&D and SG&A
they are looking to buy into the sports book area with a European acquisition this year which they see as having potential to cross pollinate with poker and other casino offerings like blackjack
they are positioning themselves to be a provider for poker in the U.S. as liberalization efforts to reopen this market to Americans proceeds. As the only fully reporting, SarbOx compliant, public poker entity they just might get themselves first in line
They've brought pachinko to Japanese online gamers, but the commercial (real money) launch has been delayed, and are progressing in the MMORPG space by partnering with game developers, and have signed with WSOP for a presence on the felt table tops in the largest poker tournament in the world.
ERTS is working with them on the MMORPG Warhammer http://www.info.ea.com/news/pr/pr1044.pdf
Big Q for analysis is whether the increased expenditures in the marketing space will translate into topline revenue growth.
I have not analyzed the numbers. A question was raised whether short term margins were being sacrificed for longer term benefits.
GIGM has still not found a licensed partner for real money mahjong (disappointing i'm sure to long term longs) but it sounds like they are close
message board rumors about the Canadian Indian jurisdiction with Kahnawake game servers, and Funtown have also been drags on the share price. Management stated that they were seeking redundant gaming licensure and operating facilities in Malta even though they believe that the Canadien license
is not currently in peril.
FSIN in front of earnings had a short attack that may have been rumor-based on a delay in reporting
seems like no brainer longterm but a speculative gamble on this week's earning release. probably oversold like rest of china material plays
RNIN upgrade from Dougherty
Feltl analyst Richard Ryan has changed houses here in Mn
i do not have access to the text; may have been from briefing
seen on yahoo message board
Briefing.com (RNIN) Ticker Alert for In Play
07-Mar-08 09:01 ET
Wireless Ronin initiated with a Buy at Dougherty- tgt $7 (4.03)
Dougherty initiates RNIN with a Buy and a $7 tgt saying saying digital signage
is expected to grow significantly over the next several years. Firm says while
quarterly results are variable and difficult to predict, they project strong
annual revenue growth over the next several years. RNIN has grown revenue by a
compound annual rate of 190% over the last two years, and they project CAGR of
120% for the next two years.
YTEC added more before close yesterday
I am quite surprised, as i've probably stated before, that the basic materials and other China plays have been correlated with the U.S. markets' malaise. Their prospects seemed, erroneously to me, to be invulnerable to general collapse.
Am still holding NOEC CDS YTEC CLWT and a couple of others.
Hard to believe that SEED is below 6
gapper pick: SVVS active & hot late in trading day
troubled chart and founder in jail for unrelated erratic threatening behavior (sppears to have nothing to do with company at present on first blush, just bad press)
co. had a webcast on Monday: http://wsw.com/webcast/mcm8/svvs/
ultra short ETFs: reviewing their liquidity tonite
see ref post
EGO Turkish mine reopens after lifting of injunction
stage set for higher prices but maybe today's bump was a little too much for one day
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=5517277
EGO has a recent webcast that is worth a listen.
http://audability.com/AudabilityAdmin/Clients/BMO/10571_225200880000AM/lobby_day1.aspx?Event_ID=571
CEO sounds very down to earth and optimistic toward future.
I don't understand why the injunction prevented acquisitions but i presume it has to do with cash flow.
it may take up to a full quarter to get operations back to full speed
CPST hybrid electric bus turbine order
Capstone Receives Order from Italian Hybrid Electric Bus Manufacturer
Thursday March 6, 9:22 am ET
http://biz.yahoo.com/bw/080306/20080306005585.html?.v=1
tuna might win the gappah contest yet
RNIN and the Ford SYNC program
Ford, Microsoft Create Car System That Lets You Ask for a Song
"Ford Motor, working with Microsoft, has come up with a system that’s a big step forward in integrating cellphones and portable music players into cars. It’s highly versatile and works with numerous devices on a wide range of Ford models."
This is from Walt Mossberg's review:
http://ptech.allthingsd.com/20071108/ford-microsoft-create-car-system-that-lets-you-ask-for-a-song/
At the DSE in Las Vegas, RNIN showed off their kiosk which I believe is designed for placement on the sales floor in car dealerships, that provides a touchscreen-based interactive experience for car buyers considering this very handy add on feature. The kiosk was pretty darn cool even though I don't have an ipod, bluetooth phone, or mp3 player
The DSE Expo gave RNIN an award for this application:
"The Ford SYNC program was awarded in the Interactivity Innovation category for their cutting-edge use of touch screen technology to introduce the new Ford SYNC program to its customers. Alteris Group worked with Wireless Ronin and Ford and directed the creative content and project management for the interactive program which simulates the features of this product and how it integrates with their vehicles."
http://biz.yahoo.com/pz/080228/136949.html
RNIN took home 1/2 of the awards handed out at the show.
EMKR upgrade
Emcore jumps on upbeat analyst commentsMarch 5, 2008 1:10 PM
http://news.moneycentral.msn.com/provider/providerarticle.aspx?feed=AP&date=20080305&id=8286983
i bought some on what i thought was a decent pullback before i left.... i was early .... so what else is new?
CPST in 52wk highland/ DD links
As well as the easily accessible news this week regarding a NYC elevator installation
First Microturbines Commissioned under New York City New Safety Standards
Monday March 3, 5:00 am ET
http://biz.yahoo.com/bw/080303/20080303005372.html?.v=1
there is some chatter on the message boards regarding their distributor relationship with Verdesis in Europe and a planned deployment for waste to energy methane utilization in landfills:
Diesel & Gas Turbine Worldwide, January-February 2008
"The Mentaure Landfill power plant already is so successful that Verdesis Group has plans to install similar systmes at landfills in Germany, Spain, Switzerland, Austria, France and Belgium"
http://www.dgtww-digital.com/dgtww/20080102/?pg=45&u1=texterity&cookies=1
http://www.dgtww-digital.com/dgtww/20080102/?pg=46&u1=texterity&cookies=1
here is a link to the Verdesis biogas solution:
http://www.verdesis.net/en/solutions.html
Here is a link to CPST's waste to energy case study on this project:
http://www.microturbine.com/_docs/CaseStudy_LaCiotatFrance.pdf
Could CPST finally be reaching critical mass?? Saints alive!!!
nice sweet rounding bottom here on the monthly