Background is in Investor Relations and portfolio management focused on energy stocks. Always looking for opportunities to learn & share more.
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With ALDW declaring a distribution of 70 cents for the past quarter, I'm thinking CVRR will/should be coming up with a nice tidbit as well in a couple of weeks.
ALDW's rate comes to an annualized 16.7% for a yield in excess of 17%. This equates to 77 cents for CVRR. give or take a fraction. NTI holders could be looking at 95 cents. Actually I'm thinking we might see another dime with NTI.
In any case, we refinery lovers are sitting pretty at the moment.
I just posted a short note at the ALDW board.
The company announced a 70 cent distribution today.
I'm loving it!
I'm hoping for similar treatment in NTI and CVRR.
We shall know soon enough. My thinking is that we were right on the money when it came to recognizing the refining sector was an ideal place to be roosting.
Good luck to us all here!
I can't believe it but I see it so it must be so: ALDW is paying 70 cents for the last quarter. It comes out to 16.7% so the yield has to be at least 17%. I can't expect more than that as it's wonderful.
If this is at all representative of what is to be expected of our beloved MLPs, then it's off to merry-merry land for those of us with the huevos to weather the storm of gloom & doomers in such great abundance of late.
Happy days are here any time the money pours in and it's so much more fun when we managed to see around a corner that most others couldn't.
You are wise to be cautious. No point in setting yourself up as bait for short term swingers.
Wish you were right but I'm still slightly underwater as I've held shares for much longer than merely the past couple of months/ However, I've added during this make-shift crisis of sorts and should become an air breather once again. lol
Usually when we peer into a hole, we find nothing.
Conversely, when finding yourself holding nothing, it's probably a good idea to give up on looking inside as it's hardly likely to produce a different result.
Is BK excited? If he's counting some of the money he's gained through bilking others, he just might be!
I wish him well---as a matter of fact, I kinda wish he were at the bottom of the well on my place that's about to get a new pump.
You're kidding! He didn't say anything! What are you seeing as worth your listening time?
I didn't hear anything specific that even remotely stands a chance of enriching us. What did you catch that I'm too stupid to grasp?
It is odd that he doesn't indicate any particular role USEI is to play in hemp cultivation or energy applications.
Dang! Please pardon my Texas online twang but today was impressive. There have been some equally interesting days lately.
I think we've hit bottom and are now beginning to solidify things somewhat. Is it in anticipation of forthcoming guidance noting the last quarter's results? No way to tell as all three MLPs moved higher today---convincingly, I should add.
That said, I'm glad I added units fairly recently in ALDW, sold a few in CVRR to raise money for a different play outside of the energy sector, and added demonstrably to my already solid positions in NTI, the last of the three.
Speaking in generalities, people don't realize these MLPs can be as exciting as any group of specialty stocks. Moving a half dollar or a dollar or even more as was today's case? When you hold a few thousand units of a stock, tell me that isn't going to feel really good!
Sure, it takes a lot more reading and study to make out well in the refining industry but so what? The payoff is not only in dollars, it's in the satisfaction that comes of facing your worst fears as an investor and showing the guts to take a stand and put your money where your mind thinks it belongs and will do you the most good.
As I often say, I find myself as uncomfortable as any when plowing cash into something Wall Street appears to be shunning. But I've got to be true to myself. After all, it is my money, isn't it?
So, like others here, I make moves in the hopes of once again proving I'm either an idiot for being so damned stubborn!---or I will be vindicated. Truth be told, I can take the heat either way. I am in this for the income and capital appreciation. But it's also about proving to myself that despite my trepidation, I refuse to yield to fear for I know well that fear is the worst of enemies. And since that fear will be mine every time, that makes me my own worst enemy.
Today, then, stands out as a particularly tasty moment that has Wall Street in retreat and is leaving me feel pretty darned good. If we should slide tomorrow, I'll still have had my day and it will be marked as one of deserved pride.
My prediction is things will continue to improve over the next couple of weeks in anticipation of forthcoming guidance which will detail payouts to be handed out to the loyal and faithful.
Any other believers here?
Like you, I often go the contrarian way when it comes to Zacks. Not to say they don't provide meaningful insights for they often do. Yet they appear to be somewhat constrained by operating in their channel which I sometimes find overly limiting & rigid.
We operate in a less popular trough as the MLPs simply don't enjoy the same level of popularity as do many other stock types. That said, we must jump on oft times unpopular trains. Lately we've had no choice but to ignore many of the Wall Street doomers and gloomers as we attempt to weave our way to prosperity.
Today seems to be suggesting to me that a bottoming process did, in fact, begin a week or so ago. Last week was pretty good to me, the week before was not as good but good, nevertheless. Today could be the star of the week. Earlier this morning I had assumed the MLP upticking was due to the Northeast's storm conditions and resultant impact on the hydrocarbon sector but I was mistaken as became evident when I saw that oil was actually down slightly.
You know what? I'll accept success any time it falls my way, whether I'm able to explain it or not. So bring on dem dere profitacious opportunities, dang it all! We be heah to en-joy our selfs, not be boilt in a cauldron of stinkin' Saudi oil. We can produce all the frackin' oil we needs. lol
While I understand your wish is to inform, it is important to properly present available information. There are many aspects of this company's management one might question, the following doesn't appear to be one of them.
Amarantus Bioscience Holdings, Inc.
CONDENSED CONSOLIDATED BALANCE SHEETS
(Unaudited)
(in thousands, except share and per share data)
September 30,
2014 December 31,
2013
ASSETS
Current assets:
Cash and cash equivalents $ 680
When stocks I personally own move up, I get excited.
USEI is one such stock now moving up. Will it continue to rise?
Through the years we've been told not to marry a stock. Well, my wife might have something to say about that. So I haven't tied the knot with USEI although at times I could have wished for a hangman's noose because I thought I might be more productive in some ways than our mildly heralded leader.
I read everything posted and otherwise published pertaining to USEI.....not because it's particularly informative as some of the material isn't. No, I read it all because it's my responsibility as a full-time investor to take in all opinions and perspectives, whether coming from ardent supporters or otherwise.
Mine is to think things through carefully. I refuse to judge others because they may not be in agreement with my choices.
Seeing USEI hit the .002 just moments ago is meaningful to me as it reflects a virtual doubling of value associated with shares just a short time ago. Had it happened on the heels of a press release, I'd probably be a bit wary, thinking it was an intentional design aimed at encouraging a rising share price.
Instead, my spirits are lifted and also lifting. Will this thing hit a dollar, $5? Probably not in my lifetime. But Mr. Miller's other companies, despite being pinks, have, for the most part, reached highs well in the multi-penny zone. I'll be thrilled if shares make it to a couple of pennies. I'll also be nicely enriched.
This is not my first rodeo;some have been greatly rewarding. When I launched my sizable position in USEI, I saw similarities between this stock and others I'd chosen for investment. Once again, I'm smelling unusual opportunity.
My hope is that everyone here will be richly improved through positive participation.
AMBS's filing is stating non per-share items in thousands. If you add three zeroes to your number you will gain a more accurate view.
You may be looking through a peephole without realizing it. I say it because I've made a lot of money with NTI. I don't see that changing any time soon.
One thing about these MLPs---they move with a set of dynamics all their own. They don't often move in sympathy with the broader market for reasons I've not determined. Over the past couple of years I assumed there was a whole lot of manipulation going on but the truth I that I haven't a clue as to the volatility, for the most part. Certainly we know that of late, MLPs have been under pressure But then we see NTI move in contrary motion, down a half dollar one day on no news only to rise 80 cents the next day! Makes no sense to me but I know one thing:
I have yet to be hurt by distributions, huge, moderate or disappointing.
Hang tough, soldier! If things aren't making a lot of sense---don't despair---
After all---
You can count on this much:
They'll get more confusing. lol
This is actually a good thing for AMBS longs as it helps us remain more liquid. The company also is reaching an ever broadening shareholder base focused on owning a piece of the action.
Again, thank you for helping bring this to light!
This is not meaningful news for AMBS as it's nine months old.
If dilution had actually ended with this, we longs would be rejoicing with good reason.
Thank you for your help!
You may be more right than you realize for I recall how Tony would inventory his memory banks in search for information that shareholders would find especially meaningful. This was on phone calls and I was urging him to be more public in terms of disclosing news.
Working with other stock market execs, I've witnessed this sort of behavior numerous times. Some corporate leaders think it wise to search for maximum impact when releasing vital news. This can easily translate into jamming a bunch of very combustible newsworthy events into the smallest package only to be released when least expected with explosive power to the max.
Thus, I believe you have probably touched on something meaningful here.
I hold no malice towards Tony. And if I should be enriched by owning USEI or not, I'll hold no malice towards USEI or anyone associated with that company.
I hope all people will one day be happy. And I will not jeer at others or try to defame them for reasons not to be disclosed.
My hope is that all investors find enrichment through their investment choices. I am viewing USEI as an opportunity to increase my personal wealth.
What I'm seeing here differs a bit in that I believe Tony has been engaged in priming the pump. This is far from over. To be cast aside now would make no sense whatsoever.
The share price has been in the dumps for far too long for anybody's comfort. USEI is now showing signs of fresh life. Community interest has perked and peaked---but not puked. lol
It would be quite insane for us loyal and committed longs to trash this company just now coming into its own, finally.
Will USEI become profitable enough to restore invested capital long dissipated? Will we shareholders be happy with results lying ahead? Will shares reach unparalleled heights making us rich beyond our wildest dreams and enable us to fulfill life-long expectations of living to the excesses?
Who knows!?!?
Who cares!?!?
What does it matter?
This is a ride into the unknown. For some of us, it's a challenging ride with plenty of twists and turns and the potential for a fun ride.
For others it may be a disappointment for any number of reasons, not the least of which lies in the fact that their agendas may not align with a reality shared with certain others.
Whether supporter or not, this has certainly been a ride none will soon forget.
And I believe the best is yet to come for I'm a believer.
I get off on PUGE and its gyrations arising from a highly calculated and manipulative market.
There's no stated corporate mission, no publicly disclosed business plan. What we have here is a Ponzi scheme based on playing the pinks and pretending there's a business. On the other hand, perhaps someone with business knowledge can point me towards a defined business model along with numbers explaining capitalization. Share structure info would be helpful as well.
Well, there may be a business but it has nothing to do with stated corporate goals. Rather, it's a dangerous game being perpetrated by an adolescent 40 year old engaging in playing with the hearts and money of investors. Hyperbole goes just so far.
Of course this is only an opinion but life-sized Lego blocks made of compressed rubbish won't fool everybody in town. What will PUGE bring to the arrangement?
Still, I've gotta admire anybody who, with a friend or two, can move a stock's shareprice appreciably higher on hype alone. Impressive...for a 40 year old child.
So there is a business but is PUGE running it?
I take it, then, that you agree I'm a ass, is that right?
So other than for a deep and abiding faith in all things "Fed, " you're completely confident that everything will be as is said on TV, in the paper (any of those still around?) and on the Internet?
What you seem to be saying is that you are out and waiting for a 25% drop from the current price per share despite seeing a rise to possibly $30 and then $300 not long afterwards?
So you're holding off to save a dollar? It makes no sense to me.
I'm not holding out for I feel a responsibility to step up to the plate and show my support by being an investor. But your way may be a better one, I'm nobody to judge. But I do wonder.
USEI is knocking on the door to .002. We longs haven't seen this for some time now after having reached nearly two cents a long time back. Some of us wait, or watch, or both. But one thing is for certain: We all hope.
Some of us hope for financial reward...we watch Tony Miller, CEO, anxious to learn what his vision next has in store for us. We know he must have a plan, else we couldn't explain the steady upward drift our share price is demonstrating. After all, when all is said and done, companies go nowhere unless propelled by leadership.
My personal beef with Mr. Miller lies in his distancing himself as well as his intentions for the company's forward motion from the loyal shareholders. And I've been quite outspoken about it.
Upon further reflection, he appears to be accomplishing exactly the result we all want---a rising share price coupled with increasing trading volume. That has me looking at myself and thinking I've been an ass.
Sure, I believe it important to maintain relations with your following if you're handling a leadership responsibility. But there's some grey in this, too, for the only thing that really matters when investing is that we become enriched.
I won't be enriched until we get to $.0059. We're talking about roughly a half penny from here so the question is "Will we get back to a third of our prior high?"
Looks like a fairly sure bet to me. Then again I'm not predicting doom and gloom, nor the demise of the company or criminal behaviors on Miller's part or even his predecessor's part. Nor can I view him as the answer to anybody's prayer, either. But for al the positives and negatives one might voice, the fact is that this is becoming one very interesting journey, isn't it?
I'm looking at an investment I made nearly a year ago that seems to be on the edge of bringing my reward.
So I figure I can wait. I can hope. And I can believe---not only in our CEO's plan---but I can believe in the instincts that led me here in the first place and now have me a renewed believer in my relationship with USEI.
So let the trumpets blare as we think about our rewards which are, hopefully, on the way!
Welcome, Biff2. As a fellow prospector, it's always good to see that a particular board gets fresh blood now and then. New input is always interesting, fun and certainly educational.
Our moderators really make this board the valuable tool it has become---certainly for me. Catdaddy & Pete's views bring vividly clear insights born of their life experiences, providing invaluable views from the inside of the business. Additionally, they are always teaching---and there can be no greater gift on a message board, imo.
I'm really glad you've seen fit to visit and I hope you'll stay.
Let me suggest you study the moderators' perspectives of late, particularly from perhaps a week or so before the holidays. It won't take long to go through their output while their perspectives will likely help you form your own.
NTI is, without question in my mind at least, an altogether compelling stock pick that will probably uncoil very soon. This is why I added 400 units over the past week while selling a bit of ALDW and CVRR in order to build positions elsewhere.
At this point, to give you a bit of color, I'm holding all three MLPs as follow:
ALDW 700 units
CVRR 500 "
NTI 3,600 " (approximate)
If CVRR disappoints when issuing guidance, I'll probably trade it in for NTI which has been a superb investment vehicle for me. I started my relationship with NTI soon after its IPO as an MLP.
Speaking of guidance, you might read about how members of this board managed holding just prior to quarterly distributions and particularly on or immediately following the ex-distribution day.
Bet of luck to you!
Your calm and patient response is appreciated.
I think you are making a lot of sense on all but one item:
There is a need right now for money. This is the reason for exploring the NASDAQ initiative. Spinning something won't put money into the company in timely fashion.
Predicting the future is not my bailiwick, unfortunately. Wish I could help.
What I can say is that I would be liquidating my position before losing sleep.
You pose a fascinating scenario, in my opinion. I'm a bit confused when you speak of a reverse merger in the same breath as a reverse split. I'm positive you know the difference and assume you forgot that you're not as old as I am. lol
My cardinal rule: When in doubt, don't!
In this instance that means our smartest move may well be that of waiting until after a split, should it occur. People have no way of establishing post-split value. Because this confusion is rampant, why not wait until at least some doubt has been erased?
This is why I suggested earlier that we give things time to settle. Without visibility, we stand to throw money into a vacuum.
Reverse splits are designed to increase opportunities for expansion and profitable developments. By the same token, forward splits are aimed at providing greater opportunity for investors to participate in the purchase of positions not possible earlier due to an uncomfortably high share price.
AMBS shares are around eight cents at present. I hold 80,000 share at the moment with a flat profit/loss situation. A reverse split on a 50:1 basis would have me holding 1,600 "new" shares, each representing a value of $4 barring market swoons and such.
The question we face is this: How do we feel about holding the final number of shares we're awarded? In my case, 1,600 shares wouldn't seem satisfying enough to me and I'd probably be watching for chances to add another 400 shares at below the new price of $4.
This sort of split will not necessarily benefit any of us until the company has put incoming cashflow to work. There is no mathematical advantage to owning a single $4 share or 50 8-cent shares. The sole caveat I can see in all this is that the more shares we own in any publicly traded company, the better we will do if and when the company prospers. However, this will apply regardless of the price paid for our shares.
I hope this doesn't bore everyone. My wish is to draw this out in simple language so that everyone here can feel comfortably up to speed.
You are exactly right! Dilution is not preventable except for when a company's assets are so strong that its products/or services have buyers(and investors) beating a path to its corporate doors. But that is not to say that all forms of dilution are bad as in cases where secondary offerings or reverse splits promise sufficient capital to carry the corporate mission to a more secure place. Financial infusions sometimes can be likened to reinventing the wheel in the sense that they create space for invention leading to corporate enterprise. And it is that enterprise that ushers in promise for shareholders as they/we await a rush to prosperity.
I like the comments I'm hearing from others---thoughtful and honest. It feels good to be here and I'm enjoying it.
My take-away from this (Noble Conference participation):
We should be expecting a reverse split. There is no other way to gain admission to the NASDAQ. I'm expecting a 50:1 basis, maybe slightly greater consolidation.
Ordinarily investors are frightened of this sort of event but there are other considerations:
Moving to a more visible and respectable exchange invites greater exposure to monied hands. Many institutions are prohibited from investing in publicly traded companies unless their overall value exceeds a particular level, or the share structure meets specific requirements or the price per share demonstrates a thirty day long value as specified in the laws and bylaws of the participating fund or investing entity.
That said, we all invest for the same reason: To make money. By increasing capital inflows, AMBS stands to bring in money necessary to increase activity critical to expansion.
I'm all for the split, should it come to the fore. And if I'm right, the time to add shares will be the week to two weeks following execution of the split as this is typically when shares dive due to the onslaught of shorts.
Meanwhile, I hope this stimulates some interesting exchanges of ideas and opinions here.
Something bugging me when I read comments from company supporters:
How is it in the company's best interests to show some love for shareholders?
Why complain about BK's being quiet? Could it be that:
a. There's nothing to say?
b. No reason to say anything?
c. Nobody in the company cares about shareholders?
Money has been paid into the company by us.
Money has been collected by everyone BUT US!
Why should anybody expect to be repaid now? When did stock market activity come to represent moral grounds for gifting people?
This whole thing is so utterly stupid, I'm still shocked. Adults are waiting for the Tooth Fairy to make all the booboos go away.
Time to take down the Santa stocking unless you can hold your breath for eleven and a half months. However---why don't you email BK or Big-Shit Tiny or Uncle Sigur and explain that Launch TV has eaten your lunch and you want someone to take over burping responsibilities?
Bottom line: FDMF stands to gain nothing by giving its money away to a ragtag bunch of complainers.
Biotech companies typically run up huge debts as they develop their business models and proceed to actualize their business plans. Lacking a working history with profits to fund acquisition and ongoing operations, these companies have no choice but to negotiate plans by which they can exchange equity (part ownership in the company) for operating capital to be used while creating a viable business entity.
Such is the case with Amarantus which is acquiring companies with promising drugs in their pipelines. Is there anything dilutive happening? Yes, certainly---although we should deny its impact if we believe said acquisitions will prove accretive in the shorter term. This is akin to my asking you to fund a project I might have in mind that will enable me to repay you threefold down the road.
There is nothing shady in this. In fact, it is so routine it is standard procedure.
When I see attempts to denigrate a company in which I've invested substantial capital as is the case with AMBS, I'm reminded of what I'm seeing of value in this company and I shudder to think that others might be scared away.
Amarantus has a legitimate claim to an increasingly sizable number of products designed to alleviate pain, stress and numerous other forms of pain none could or would wish upon another. I praise our company for pursuing such fine ideals and am proud to be a shareholder.
You must be a lot smarter than I am for I'm loving today's action, so call me "naïve." It sure beats hating Tony and selling my USEI position because I'm grossly unhappy that he's not moral.
Just about every IHUBBer on this board should be delighted with how things are going in USEI-land. Do we know exactly what is happening or, for that matter---is in store for us? Of course not! But why do we have to love the company or its CEO? Are here to love one another or to make money?
I'd rather drown in profits than extreme anger, so bring it on, Mr. Miller!
The three day weekend may have nothing to do with the drop. Day traders sell out of positions on Fridays, especially when they've held shares for more than the usual one day scheme. Short term swing traders may hold for a few days but unload on signs of weakness and wipe the slate clean heading into the weekend whether it be two days of more.
CUR has been unusually erratic this week. I bought a bunch not long ago at $3.04, never expecting to repeat the performance yesterday at $2.90. It is easy enough to scoop up shares in the $3 range and sell part-positions in the $3+ range when the market finds only a shaky footing on which to perch. Waiting for $2.70 might feed an ego but I'm seeing repeatedly that purchases at around $3 will yield juicy profits without having to wonder when the process will get going.
Good luck!
Stranded oil and gas requires massive injections of chemicals at the wellhead in addition to machines such as the "Hyperscratcher" which will break down paraffin accumulations inhibiting hydrocarbon extraction---in combination with diluents.
To my knowledge, USEI has not demonstrated participation in oilfield activity such as this. If you can, point the way for me to see examples of related pursuits. I'd also like to see production numbers validating USEI's presence in extraction operations with or without established rates of hydrocarbon production increases or declination.
Thank you for posting real information and not merely restating things not verified by a certifying agency. I don't mean to come across as adversarial for I'm an investor here with six million shares of USEI. However, I'm also a former analyst and writer (PRs) for energy companies and prepared to study anything you can provide in response to my query.
Yeah, me too---bought twice this week. Hard to beat $20 or so.
Yes, I got mine, also several friends did as well.
ARP scares me. The first thing I noticed is that it's at the bottom end of the trailing 52 weeks. Then I see it's a monthly payer so I look at earnings over the past year only to see an incredibly obvious lack of sustainability with regard to payouts.
High yield plays spell my middle name but there is no way I could believe this this thing will continue to be productive as an income producer. Far worse in my mind is that this is all about production and nothing else. That said, no matter how many wells operate and/or are added to the production line, so long as oil and gas are in a downward spiral there can be no assurance that this will be a money-making asset for those of us depending upon such plays for regular income.
This would have been an interesting play were it not for the oilfield devastation now ongoing.
I've been plowing cash into NTI, an oil and gas MLP which has been immensely profitable for me. When they give out guidance next month, I'll be expecting seventy-five cents or better for the quarterly payout. If you're interested, visit the NTI board here at IHUB. Catdaddy and Pete are moderators and exceptionally well versed and honest. Each will give you his best insights and working knowledge.
Let me know what you decide to do, won't you?
Isn't there a two year lockup? If so, then those shares have no real value as they are in no way marketable.