Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Yes, being ahead of their target (which was already aggressive) is great news!
And there is much more potential with Walgreens alone based on more locaions and PULSE (in addition to Cabana)!
PLSB - Walgreens! (440 locations ... but its a start!).
http://finance.yahoo.com/news/pulse-secures-cabana-tm-product-130000759.html
DENVER, CO--(Marketwire - Mar 14, 2013) - The Pulse Beverage Corporation ( OTCQB : PLSB ) ("Pulse"), makers of PULSE® brand of functional beverages and Cabana™ 100% Natural Lemonade today announced securing product placement for Cabana™ in 440 Walgreens stores which puts Pulse over 9,000 retail chain stores that it has secured listings for over the past few months. Walgreens is the largest drug retailing chain in the United States. A total of 90 stores are located in Cleveland, serving a population of more than two million; 100 stores are located in the Dallas/Fort Worth metro area, serving a population of more than seven million; and 250 stores are located in Southern California, serving a population of more than twenty two million.
Bob Yates, CEO of Pulse, said, "This is an ongoing rapid trend to procure product placement for our Cabana™ 100% Natural Lemonade in large national retail chains located in highly populated regional areas. Cabana™ will be placed in the cold box section and the dry shelf areas of these Walgreens stores. We are very pleased to be associated with a high quality company such as Walgreens. With the addition of Walgreens and many other well-known chain stores, we are ahead of our target for Q1 of 2013. At this point last year we did not have any listings secured. We expect many more listings in the coming weeks ahead."
ADV.TO - can anyone explain to me how -- despite having a final feasibility study released this Jan with NPV in the billions -- the stock is at 12-month lows with marketcap of around $200M?
I can understand PEAs and pre-feasibilities have some doubt ... but if feasibility studies are not trustworthy then the sector is not too investable. Otherwise, this seems a HUGE bargain.
Batski ... I finished watching Mindwalk!
I really liked the discussion of physics. I'm not sure your prior background knowledge about Heisenberg uncertainty principle, the mysterious 'collapse of the wave function' and all that ... but the movie did a fantastic job in explaning while at the same time exposing the true mysteriousness of it all.
Since Descartes was brought up many times, I was hoping they'd get into Cartesian dualism ... an issue that has been hottly debated in philosophy for centuries. That subject, along with the related epistemological issues, fascinates my profoundly.
I really liked also the end of the movie ... the physicist, after fantastic reasonsing in addressing 'mechanistic' physicalism, proposed an alternative form of physicalism that I did not think was well-supported. Just when I was thinking the movie took a wrong turn, the poet saved the day by addressing those same concern.
Baby just started crying so got to go....
Malc - I was going to get into IRE later last year when I liked the chart ... of course, I did not have the time and missed the run.
If we can get back to the 7's, I'll really try to look into it. Sorry that I've dropped the ball, but it sounds like one where a few hours is required (to do it justice) and that not been possible recently.
Too bad our boy is too young still for Disney but that will start to be an option for us in about a year ... I'm really looking forward to that (and playing XBOX!).
XIN - I've written $7.50 calls so my upside is limited to 50%. Please tell him to hold off running it up more than that until after October ... lol!
A favorable SA article came out yesterday which has not had too much impact, but perhaps your friend has a larger following?
These days I don't even have time to send Eric an email ... perhaps one day you'll get down here and we all could meet!
wow!
I'll send an email tonight ... unfortunately, I'm at work and email is blocked.
Thanks Michael ... I wanted to send the email but (1) today has been super busy (2) email access is blocked on this computer which I use for work.
I'm such a small-time investor, to be honest I feel a little intimiated to call Eric directly and also don't want to add to all the distractive calls he must be getting already. But, these little issues are really piling up and it would be relieving to have some clarity ... it's no longer just giving them benefit of the doubt about the learning curve of the audit.
Another question is per the supposed large upfront VOD payments that were received.
Why would VOD portals pre-pay for TITA unless HHSE charges a fixed price? In this case, would being top 5 (or whatever) provide any direct revenues?
Anyway, thanks for the previous response.
I'm thinking that it is in the top 5 of the movies released by the partner. (I'd hate to think the the partner has only recently released 5 movies.)
Another explanation is that this is according to GAAP accounting ...
Either way, not too impressed ... such comments do not help.
Can anyone find TITA on Hulu? I could not ... hope I'm missing something ...
6). TOYS IN THE ATTIC VOD ACTIVITIES -- We have been told by our digital distribution partner that "Toys in the Attic" has been the top (or "one of the top five") most popular downloads during the past five days since its V.O.D. launch on I-Tunes, Amazon, Hulu, Time Warner Cable and others. That's exciting, since (as you know), V.O.D. revenues do not require the company to manufacture, store, ship, invoice and wait for payment (as is the dynamic for DVD and Blu-Ray sales).
llen + 20% ... any news?
Malc, FYI. On of the pilars of ORT.TO's process is also the production of HREE's in North America. I've not looked more deeply to evaluate the specific projections in terms of volume potential and cost... in the case of ORT, it's more complicated as the potential depends on liscenses of their process. A wildcard to think about.
http://www.proedgewire.com/rare-earth-intel/orbite-aluminae-solves-problems-and-produces-critical-metals-as-well/
"Last August, Orbite Aluminae already managed to extract samples for commercially valuable heavy rare earth oxides, gallium and scandium from its Grande-Vallee aluminous deposits in Quebec using its patented technologies. Orbite observed a 22% proportion of heavy rare earths in the total amount of rare earth elements from its Grande-Vallee aluminous sludge, also noting the presence of scandium-highly in demand in the aerospace sector. Orbite is confident that its rare earth extraction process has considerable commercial potential and that it would likely be the first such method used in North America whereby aluminum production can take place in parallel to the extraction and separation of heavy rare earths."
I'm a novice too ... I wish I had more experience as to the general trustworthiness of trial results.
In the past I had thought independent pre-feasibility and PEAs for miners were generally trustworthy but that has proven not the case (BAJFF, AMY, and others)... so perhaps the same is true here for our trial results too. However, clinical trials are a different animal altogether as exogenous factors (such as material cost estimates and fluctuating competition, economic factors, market prices, etc) are not applicable ... in other words, there are less wildcards.
Specifically to ADXS, the India interium trial results show a *very* significant lift over the baseline. I raised the concern a long time ago that not having random test and control could mean that the baseline is not a true apples-to-apples comparison which could lead to failure in phase 3 (the article I had previously posted showed that 1/2 of successful phase 2 trials do not pass phase 3). Yet, unless management knows something in the phase II test was corrupted, I'm not sure how the final months of the trial could reverse the postive results thus far.
It would probably be wise to do a more detailed study as to the proportion of patients not factored/matured into the interium results ... I'd like to do some 'what if' scenarios. For instance, if 20% of the patients had not yet been reported in the interium results (I'm just making this up), would a low surival rate for this group make the overall results insignificant. I don't have the numbers fresh offhand and could be wrong, but my understanding is that this would be unlikely given the strong results and high statistical significance thus far...
Do you have any specific thoughts about how we could have such good trial results thus far, where the treatment itself is not effective ... ?
Scottrade and firsttrade are both showing for me bid 891 / ask 910. Looks ok, at least right now...
Ouch .... ADXS, HHSE, XIN, PLSB, HURC ... all down despite green market today!
I'm scared to say, let's look forward to the form 10 ... if it was any other company, sadly, I'd be more enthusiastic.
I was thinking to get some today too, but I sold a few at 1.9 and now have to contend with the wash sale.
At the price you got what is the marketcap ... about $5M? HHSE should safely be worth more than that...
Sounds good ... lol.
Good ... I did not sell any either ... I followed you guys into this and now, embarassingly, totally forget the DD.
Perhaps I should try this approach more often!!
Are you selling some?
ADXS - re-purchased trading shares for (hopefully) a third trip...
ORT.TO - nice business summary from person that spoke with mgmt at PDAC conference...
http://www.stockhouse.com/bullboards/messagedetailthread.aspx?p=0&m=32287756&l=0&r=0&s=ORT&t=LIST
Well I’ve just gotten off the GO train from my pilgrimage to PDAC with the express purpose of seeing the boys from Orbite. It was a very worthwhile trip for a lot of reasons. Most importantly everyone I spoke to face to face including Richard Boudreault, Yves Noel and Alex Knox are enthusiastic, passionate and frankly ….. very convincing. Alarmingly so as I came home and bought more :) Seeing Richard in person helped me a lot as I got to see which part of the corporate slideshow he was focused on.
The crux of the story is that the silica in the current Bayer process is the bad guy. Silica dissolves in the caustic soda and then binds with other elements creating a sludge that gums up the process. In the Bayer process the bauxite/caustic soda “gum” results in red mud with half or more of the original alumina content of the ore trapped in the residue pond. That is half the amount of bauxite that is currently mined, shipped and processed ultimately becomes garbage. 50 percent garbage! Wow.
In contrast Orbite uses Hydrochloric acid, which doesn’t dissolve silica and titanium, liberating 100 percent of the elements from the aluminous ore for recovery. Richard told an anecdote of how the suitability of HCl is found no further away than our own stomachs. Vegetables are digested while the sand they are grown in passes without harm. 100 percent conversion of ore into sellable products not only results in a negative net cost for the alumina but a dramatic savings on energy. The guys asserted that with similar energy and material inputs for both processes, Bayer vs. Orbite, the Orbite process produces two to three times more alumina.
Don’t forget that product processed near the smelters has dramatically reduced shipping costs; one of the analysts present suggested $100 per ton as a reasonable present day proxy. Previously I had framed that information in respect of the proximity of the aluminous ores in the Gaspe to the smelters along the St Lawrence. Today it hit me like a ton of bricks that, in addition to new material, nearly half of all the alumina mined and shipped throughout our entire history is already sitting in close proximity to end producers in the red mud ponds. Red mud maybe isn’t as much of an environmental liability as an economic windfall.
I was particularly intrigued by discussions surrounding the scale up from the HPA plant to the SGA plant. Richard wanted to emphasize that the current system has already been scaled to be an identical clone of a single line in the SGA plant. The significance of this hadn’t really set in for me until today. The digestor in the HPA plant for example, is sized for 5 tons per day of alumina, which means it is actually processing 25 tons per day of raw ore. Scale up is simply buying more lines of the exact same, commercially available equipment. If the Orbite process works at the Cap Chat scale it works at EVERY scale.
I was further impressed with Orbite’s strategy of using HPA as a thin edge of the wedge to get their SGA process built, established, proven and generating cash at commercial scale without needing to cow-tow to the existing aluminum establishment. How do you get a “game changer technology” that requires $500 million in capital into an established market with entrenched competitors that want nothing more than to freeze you out? Frankly you don’t!!! But what you can do is indisputably prove the technology in another market (HPA), where you can manage it with your current resources and capabilities, and then, once proven beyond a shadow of a doubt, have the established players bring you in to your ultimate (SGA) market as an invited guest through strategic partnerships. I would hazard a guess that the announcement of next steps in the RUSAL, NALCO and Veolia deals will occur once commercial viability and cost structures of the Cap Chat plant are finalized sometime in the second quarter.
While all of the above makes sense to me personally I guess the most compelling argument comes down to the fact that I believe Richard, Yves and Alex. I looked them in the eyes and they didn’t flinch, back down or get defensive. I believe that multiple government, corporate and scientific agencies have vetted the process independently and were satisfied. I think the Orbite team are smart guys, and are working diligently on a timeline and within a budget to meet their objectives. If I ignore my overwhelmingly negative emotions in regards the current stock chart I can only come to the same conclusion that Orbite is a buy. Call me stupid but I liked it at $2.50 so I liked it $1.45. For me the price isn’t the news, the news is the news!
BRFH - I got some on a low volume dip yesterday, so this is perhaps more of a trade ... news today taken positively although I'm not sure if this agreement is made from strength or desperation...
http://ih.advfn.com/p.php?pid=nmona&article=56608249&symbol=BRFH
Barfresh Signs Supplier Marketing Agreement With RestaurantLink to Expand Sales of Smoothies in US
INO - down 23% today on PP/dilution ... wiped out my gains.
http://ih.advfn.com/p.php?pid=nmona&article=56606521&symbol=INO
Got it ... I was concerned when I did not see TITA (it was before the blog post was written or I was aware of the delay), but you are right that would have been a dumb reason for selling after all this time!
We'll wait and see ...
ADXS Update. "Expects" to start phase III!!
http://ih.advfn.com/p.php?pid=nmona&article=56601505&symbol=ADXS
I think we are talking about two different things ... (I might have not explained myself well.)
1. Why is the share price so low and what does management need to do about it. Yes, lots of issues as you've outlined.
2. Why I've continuted to stay invested. Pretty much that they are in Walmart, no excessive dilution, and low market cap ... if the other things were fundamental issues for me, then I would have sold many months ago.
You got me again ... after than GAAP accounting remark I should have known better!!
So is this how you read it:
1. Walmart pushed up the date
2. HHSE could not meet the aggressive timeline
3. We are now delayed in the release but Walmart, in the meantime, increased their order.
Guess I forgot ... appologies. At least March 15th is not too far off...
VRS ... not sure if folks are aware, but there was some significant selling by Braun last December ...
http://www.canadianinsider.com/node/7?menu_tickersearch=vrs
Thanks ... this is so confusing ... why all the re-orders if the shelves are not even stocked yet? Hopefully, one way or the other, we'll soon get some definitive answers.
(I also saw Deceptz at Walmart. If it was not for that, I probably would have sold most my shares by now.)
Thanks. Yes, I also hold that there was/is potential for AMY ... basically just bad luck how some exogenous factors turned out. It is not as if the whole thing was a sham as some seem to believe.
Such calculated risks should work out well averaged out over time ...
Given the low-share price, there is certainly nothing wrong with paying down debts with cashflow rather than shares. Issue is that nobody believes them... marketcap is only $7M and the verifiable business certainly seems worth more than that.
Tim, have you completely written-off AMY or do you still see some chance of some (small) probablility of operational progress?
I'm bullish on MIN.V copper mine (Arizona) that seems completely under the radar right now...
I'll try to check at least one out later today and will report back... the main reason I'm in HHSE (1) low-market cap (2) movies being released at Walmart ....
I'll try to check at least one out later today and will report back... the main reason I'm in HHSE (1) low-market cap (2) movies being released at Walmart ....
I'll try to check at least one out later today and will report back... the main reason I'm in HHSE (1) low-market cap (2) movies being released at Walmart ....