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stockhideout pumping it up for 15g's as well
up on big newsletter push - this will be the leader of the REE's:
http://energyandscarcityinvestor.agorafinancial.com/files/2011/01/esi_greatrareearth_oidsbe38sjh.pdf
CGYV - check the valuation clusterF....this appears totally legit to me - they were otc and were delisted on missed filings - they have just caught up 2009 and working on 2010 (pricewaterhousecooper)...check the contracts though recently - 34 million in november complete through 2012, but $80m in January to be complete 2011 - they could be looking at 100m in revenues this year on only a 39 million cap??? This should be a $5 stock, but few actually know it exists. Worth a look when you have time as its been a slow move up so far
CGYV - check the valuation clusterF....this appears totally legit to me - they were otc and were delisted on missed filings - they have just caught up 2009 and working on 2010 (pricewaterhousecooper)...check the contracts though recently - 34 million in november complete through 2012, but $80m in January to be complete 2011 - they could be looking at 100m in revenues this year on only a 39 million cap??? This should be a $5 stock, but few actually know it exists. Worth a look when you have time as its been a slow move up so far
CGYV $1.25 - huge $75m contracts - triple their annual revenue (to be delivered by year end) - thats double their market cap, follows a 34m in contracts announced in the fall
edit (just noticed this was last week PR - was overlooked though)
CGYV $1.25 - huge $75m contracts - triple their annual revenue (to be delivered by year end) - thats double their market cap
still identical for CWNR - nice friggin move today
my word is using logic - those guys don't have 27 million signups and only 200k regular users. I'm sure you can derive something reasonable from this statement:
The site added 2.2 million users and generated 16.4 million unique visits in December
16 million unique visits - determine what that means and there is your facts. I read it is 16 million different individuals visited the site at 1 time or another in December. That sounds like the exactly same description peoplestring uses for their 146000 'active' users.
Pursuant to this program, we share revenue generated from advertising and marketing affiliations with the “active users” of our services, which are defined as those users who are registered users and have logged onto their account within 30 days (90 days for premium users) of the date that the revenue is shared with users
as I said, I DO like peoplestrings revenue to user model, they just need to really ramp up those active users and for now, all we have is the 146000 number. As for quepasa revenue - its about the growth rate - you can see the trend, revenues accelerating, losses diminishing, near turning profit - the boom potential is there. Can't see that with peoplestring as their 'growth' in revenue is no where near the same.
I'm done with the alexa thing - I can't change your mind to prove its misleading and poorly represented. They crawl through every page of ONLY THOSE WITH THE TOOLBAR - a number apparently around the 12 million mark per that link I gave you. I bet if there was a distribution map for that, a large % would be in america...thus my point since quepasa targets spanish users outside of america - even at that, quepasa still consistently has a ranking 500-1000 better.
You have to have the toolbar for stats to be compiled plain and simple:
In addition to the Alexa Crawl, which can tell us what is on the Web, Alexa utilizes web usage information, which tells us what is being seen on the web. This information comes from the community of Alexa Toolbar users
Alexa Traffic can be used as a competitive intelligence tool but you should take into consideration the fact that its sample size of audience is too small; Just enter your competitor’s site in the “Compare Sites” section and measure the results of your web marketing efforts in comparison with your competitors’.
Not everybody has the Alexa toolbar installed, so there might be millions of Web sites that, even if they have a lot of traffic, will not be ranked (or not high enough) by Alexa. It is rather relative.
Only a sample of 'over 10 million users' as per this:
http://www.sitetube.com/miscellaneous/alexa-toolbar-the-ultimate-internet-tool.shtml
Seriously though, why the hell does alexa matter? The filings said 146000 is the last known active user base of peoplestring (summer 2010) - that is squat in the grand scheme of things regardless of how you compare it to anything else!
alexa is US based and requires a user to download an alexa toolbar for actual tracking purposes. What I'm saying there will be a much larger penetration of americans downloading this then there will be spanish (quepasa target). As it is even, quepasa global reach is around 1000 rankings better than peoplestring (3 month average, even your daily stat you like to throw around they are trailing 1699 to 2350 today). Alexa is a sample of several million (stated right on their website) out of 2 billion internet users and you call that gospel stats?
When I stated 200000 users for Peoplestring, YES, I was refering to their definition of active users - I said several million for quepasa you will note, not the 27 million that are signups. Considering STVI states 13 million ACTIVE out of their comparable signups to quepasa, I wouldn't be surprised if quepasa was 20-60x the active users of peoplestring.
Remember, straight out of peoplestrings filings, the last known # of ACTIVE users was like 146000 - that is people that have logged in only once a month. That is fact regardless of whether they have a million signups at this point.
like its misleading to say this is the next facebook? Like its misleading to say this is way better than quepasa because their numbers in US according to alexa are so much better? As I said before, alexa is a small sample of the whole - it is US based, so of course a website with US based customers would have better statistics than a foreign target site (even though globally quepasa still is way ahead on alexa). Bottom line is Quepasa has millions of users and rapid growth, peoplestring has maybe 200000 users at best right now and slow growth so far. Even that is a misleading number as they count a user as someone logged on only once a month!
What they do have is a good revenue to user ratio that is working, but they need to show growth first before you can even 'consider' putting it in the same sentence as Quepasa, let alone facebook.
Now the info is up to date!
FWIW its the exact same trade pattern as they did for the first time so far - bottomed day 2...slow climb for a few days and big spike day 7...worth consideration to keep on watch for that (I took open exit)
ha, i wish - up in canuckland, questrade is the only broker that doesn't require call-ins, unfortunately execution is often very slow..i put my order in at 0.17, didn't fill until 0.22. Took some off, but still holding 10....yeah, wouldn't be holding on a $5k loss position. Fair enuff there!
yeah, but I only recall SMCE being the morning spike and done..my recollection of all his plays are multi-day - NXPN prior to SMCE peaked day 3...what tipped you off to this being done already??? Not so convinced, but can be convinced!
how do you know exactly what the royalties are? They are usually a percentage of sales over x number of years or indefinitely, not a fixed sum. In reading this:
So far, Viropro has focused on the development of a biosimilar version of Rituximab and has already reached an agreement for the manufacturing and sale of this biosimilar with Intas Biopharmaceuticals. The company is in discussions with three other groups for agreements that would represent revenues USD 6.9 million.
Moreover, Intas plans to market its generic Rituximab within the next 12-18 months, which means royalties will be payable to Viropro starting in FY2012.
Moreover = in addition, furthermore - that 'sounds' totally independent to me. I could be wrong, but perhaps if you are so sure its included, you could show other examples or explanations that prove your assumption.
its about the royalties...these 'known' payments would be milestone payments. Royalties are an unknown. They have royalties starting for Rituximab starting next year, and then they would see the royalties from the deal with spectrum in 3 years. We don't know what this is - say spectrum sees 5% of the total sale?? Assume sales 'increase' in value by 2014 - it could be a 10 billion market by then, 5% of that is 500 million...even if it were 10% royalties, that is 50m annually for them. Just for this 1 deal. Obviously this is a crude example and I could be way off, but this is the kind of speculation that makes this real interesting, plus the fact that you see what, 1 pink sheet company a year ever mentioned on a nasdaq company PR???
ha, i'm just one of many, but i sure as hell pounded the table once i saw the news...once a year stock opportunity IMH Poor langy...bad day to not be around! Haven't made a fortune as I can only trade it in my smaller cash account (verses my rrsp main account), but it still worked out to one of my biggest trades ever. Still holding 30k into tomorrow.
i'm holding shares so I'd say buy buy buy as it only helps me...no idea what it will do, imagine gaps up for sure, but no idea how much and if it pulls back any or just keeps on going. Pullbacks were far and few between today and this could be a straight shot to 0.5 for all we know. Possible acquisitions, royalties, milestones, buyouts...so many possibilities here.
VPRO news now on website:
http://www.viropro.com/index.php?module=CMS
lang not around i guess - she will be screaming for missing this one...lol
VPRO - correct company confirmation of arrangement with Naz listed SPPI (one article suggested it was a private company....wrong!)
http://finance.alphatrade.com/story/2011-01-05/TNWSWRCA/201101050846TNWSWRCACNPR_____39517.html
The LOA calls for payments of milestones over an expected 36 months time span. The LOA also calls for the payment of royalties from ensuing sales.
Furthermore, Viropro is currently in negotiations for 2 major acquisitions and has recently secured a financial partner for its financing effort to come.
VPRO - deal with nasdaq company - huge!
http://finance.yahoo.com/news/Spectrum-Pharmaceuticals-to-bw-1161867837.html?x=0&.v=1
VPRO - deal with nasdaq company - huge!
http://finance.yahoo.com/news/Spectrum-Pharmaceuticals-to-bw-1161867837.html?x=0&.v=1
I would say yes based on the description - obviously we want more content and understanding of the relationship though.
The fund has been established to invest in Sunlogics Inc. commercial solar power installations in North America
The net proceeds raised from subscribers will be contributed towards procurement of turnkey installations as identified and commissioned by SPFM. The fund targets returns of 10% to 15% from the cash flow generated from power sales of installations.
the symbol isn't on the site, the company name is:
http://media.gm.com/content/media/us/en/news/news_detail.brand_gm.html/content/Pages/news/us/en/2010/Oct/1012_gm_plugging_in
If you feel the need to question that it's the same Sunlogics, well, the tagged video has the rep from Modesto office Deliddo named in it by a GM rep and his association checks out here:
http://sunlogics.com/about/
well, one of the issues was an environmental issue 12 years ago - poor company practice and decisions doesn't make it a scam (uh, BP???) There is also the solar farm thing where Epod wanted to sue the utility company in Ontario for cancelling their contract - the utility company doesn't give the reasons for cancelling so its he said she said for all we know. They completed more than 20% of the project, so its not like they hyped up a big story and ran with the utilities money - obviously they were in the 'process' of construction but something went wrong and they haven't been paid for the work completed.
Regardless, I don't believe Michael has anything to do with GM - I think this is all on Deliddo and everything is fine there or else GM wouldn't have anything to do with them. It's about the Fund and the relationship and if the GM arrangement is in the middle of it, not so much the past issues up in Canucklehead land for me (I can say that, I live there...ha).
all we know is what has been given by PR - I am obviously fully confident that relationship exists having received confirmation from GM directly.
This PR from GM (not sunlogics) says they had already installed 10 charging stations supplied by sunlogics and I assume have installed the 18 total they said that would be in during that October time frame.
http://media.gm.com/content/media/us/en/news/news_detail.brand_gm.html/content/Pages/news/us/en/2010/Oct/1012_gm_plugging_in
This is certain in my books - likely all organized through their Modesto office. Not sure about the Canadian operations and projects - there has been some issues with them for sure in the past with several umbrella companies involved, but obviously this Fund deals with the worldwide operations (GM arrangement I assume included). One can hope they will PR what the deal is with the Power Fund Management Inc side of things so we can better understand the relationship. As I see it from the website, they infuse capital into Sunlogics, and in return, they get 10-15% of the cash flow from the projects. Obviously all that is known at this point.
kinda surprised me too - guess it helps in my 'interested' wording to him!?!? If naysayers decide to pop up, I'll gladly do a screenshot of my email, but given the GM produced PR with Sunlogics mention and this
http://www.gm.com/search/?q=sunlogics
I doubt its necessary.....
Email from GM....great additional confirmation as far as I'm concerned, just a matter of what 'involvement' the power management fund has with this project. Hopefully PR's will outline what is going on.
----- Original Message -----
From: rob.threlkeld@gm.com
Date: Tuesday, January 4, 2011 1:46 pm
Subject: Re: arrangement with sunlogics
To: Dave ----- <dah----y@shaw.ca>
> I am meeting with them as we speak in getting the initiative
> moving
> forward.
>
>
> Rob Threlkeld
> GM Real Estate and Facilities
> Manager - Green Initiatives
> 30200 Mound Rd.
> Warren, MI. 48090
> M/C 483-111-W65
> Cell phone: 248-915-8717
>
>
>
> From: "Dave ----" <dah----y@shaw.ca>
> To: <rob.threlkeld@gm.com>
> Date: 12/31/2010 11:54 AM
> Subject: arrangement
> with sunlogics
>
>
>
> Hi Rob, wondering if you can provide an update on the
> arrangement with
> Sunlogic - is it progressing?
>
> http://www.globenewswire.com/newsroom/news.html?d=203577
>
> Thanks much
> Dave
>
>
> Nothing in this message is intended to constitute an electronic
> signature unless a specific statement to the contrary is
> included in this message.
FWIW, I am one of the biggest skeptics when it comes to these supposed mergers, yet all my digging, I just can't crack it. It certainly could be a rare real deal with big gains from here. The GM deal is real, no question (you can even search Sunlogics at the GM website), its the same Sunlogics, no question, my only real problem is an apparent huge umbrella of solar companies related to Sunlogics at the Kelowna and CA locations (also tied to the Montreal location of ICPR) - I am counting about 5 different companies related, and that is a weird one. The thing is though, how legit that would be is almost impossible to prove.
There is enough on the table to assume at this point this is totally legit, and even if not, it would probably be months and months before it could be cracked. That is good enough reason to buy and hold in my books for what could be a 1:1000 opportunity on the pinks.
its not crappy as the business model works for revenue/user, but its no quepasa and definitely no facebook...they keep using alexa which is just a small global sample, american based, so of course more peoplestring users would have a toolbar over the quepasa centered latin america (even that, they like to look at day to day for stats which means nothing). The facts are that quepasa has 25 million signups, probably about 13m regular users (based on ratio with stvi), and peoplestring last report had 140000 users, if they are lucky, now 200000 users (no, not millions!)
Don't tell them that though...shhhhhh
so how do you figure (besides the obvious flaw with an alexa sampling anyway)...its still almost 1000 rankings away from quepasa.
no worries at all - this just came up in my fundies scan so I had mostly scratched the surface. Ok, so May 2013 it ends - considering that is 10 quarters of sales still (and possible additional indications and europe approval), I don't think it should be at the wind down stage yet as the price usually reflects a year looking forward.
Will continue looking into it as it wouldn't be a day trade obviously. Thanks for the feedback.
you have any link to confirm that - I see sales increasing with possible new usage here and new markets overseas - I don't see any indication of sales slowing down or royalties ending besides the typical disclaimer at bottom of this clip below (certainly may have missed it though in the 10k).
Dacogen is only approved for the treatment of MDS in the United States and is not yet approved in Europe or Japan. In July 2006, MGI/Eisai sublicensed Dacogen to Janssen-Cilag GmbH, a Johnson & Johnson company, giving Janssen-Cilag responsibility for conducting regulatory activities related to Dacogen and granting it exclusive development and commercialization rights in Europe and all territories outside North America. We received 50% of the $10 million upfront payment and, as a result of both the original agreement with MGI/Eisai and this sublicense with Janssen-Cilag GmbH, may receive up to $17.5 million in future milestone payments upon achievement of global regulatory and sales targets. MGI/Eisai has recently completed a randomized Phase III clinical trial of Dacogen in elderly patients with acute myeloid leukemia (AML) and is planning to file a supplemental marketing application in the U.S in 2011. Janssen-Cilag is also planning to submit a corresponding marketing application for Dacogen in Europe in 2011. However, if Dacogen is not approved for additional indications in the U.S. or is never approved in Europe or Japan, we will receive reducing, and ultimately no, royalty payments from commercial sales by Janssen-Cilag or MGI/Eisai and our future revenues and business will be harmed.
SUPG $6-7 stock in a $2.63 body - best undervalued fundamentals on the market that I can find under $3. Cash pig with $1.8 in cash (similar book), PE around 10 where industry is at 30, basically no debt, earning in the ballpark of 2007 and double the revenues back when it did trade $6-7. Traded as high as $70 back in 2000 craze (not split adjusted) and they were losing piles back then. Huge institution interest essentially leaving a float of around 23 million.
Revenues currently from royalties from Dacogen and other milestone payments - have several drugs in the pipeline working closely with GSK. Popped nice Oct 26 on earnings and is now at the bottom of the recent range. No brainer - likely won't fly right away so not for the impatient, but long term should easily double as its way undervalued.