You're welcome for TIXC....

Sent this out to my members at 3am this morning at www.insightertrading.com...


~~~~PASTE OF TIXC~~~~

[10/30/2006] TIXC - Cheap Show Tickets + Vegas = Record Profits...

02:26:45am
2006-10-30

I remember looking at TIXC and considering posting it here for a stretch of several days back in July when the shares bolted from about $.70 to $1.25. I decided against it, largely because I just couldn't get a feel for whether or not this story was legit or just a 'pump & dump'.

Looking back at the recent performance of both the stock and the company itself, I'm beginning to think they're for real....at least for now. TIXC is a pretty thinly traded (rarely over 100k shares/day) OTCBB company that operates under the name Tix Corp. Tix Corp is in the business of acting as a clearinghouse for discounted 'same day' show tickets in Las Vegas. Think of their "Tix4Tonight" service as a Priceline.com for Vegas tickets. Dramatically marked down, but the consumer sacrifices their showtime preferences.

Clearly the model is working. TIXC is growing gross ticket revenues at a triple digit clip every month. Keep in mind, these figures represent the gross dollars from the ticket sale. I'll break down TIXC's commission revenue in a bit.

Monthly Ticket Revenue Ramp:


Q1 +111% '06 vs '05

Q2 +108% '06 vs '05

Q3 (by month)

July +115% ($2.0mill) vs '05

August +126% ($2.1mill) vs '05

September +142% ($2.1mill) vs '05


Yes indeed folks, that's GOOG like growth from an unheard of OTCBB stock. In fact, the company is using this newfound cashflow from operations to take significant steps to clean up it's balance sheet. Anyone who's ever dabbled in the OTCBB knows full well that even the most promising business model can be derailed by a debt-ridden balance sheet.

Management paid off early two convertibles it had done with Advantage Capital Corp back in Q2. This is the kind of thing you like to see, but rarely do from a OTCBB stock. As a shareholder, it's nice to see management using cash from operations to prevent a lender from converting your debt into shares and diluting the share price into oblivion.

Next, they cancelled a financing deal with Cornell Capital. Again, very rare and very bullish. TIXC had a standby agreement with Cornell (the king's of OTCBB death spiral financings) that would have allowed them to issue cheap stock in exchange for cash if necessary. The fact that TIXC cancelled this agreement before selling any equity gives us a pretty clear indication of how they feel about cashflow from operations going forward.

Finally, just last month they improved the balance sheet yet again by paying off an interest due note early and saved over $1million in interest by doing so. This event will trigger a non-cash gain in Q3 of $1.079million. My guess is this $1mill gain on the balance sheet will make it in the headline EPS number when TIXC reports Q3 results.


If I'm right about the additional $1million non-cash gain in the headlines, it will add to what already looks to be an incredibly strong quarter for TIXC. The data they've given us to this point makes it easy to connect the dots. Just doing some quick calculations....

July revs = $2.0mill
Aug revs = $2.1mill
Sep revs = $2.1mill
-----------------------------
Q3 revs = $6.2mill

TIXC's commissions have been running right around 24% in previous quarters. Using that figure we get commissions and fees earned of approximately:

$6.2mill x 24% = $1.48million

That figure represents a healthy 12% sequential increase over Q2 of '06 and a whopping 100% increase over the $740,000 in commissions in Q3 of '05. It should be noted, that I'm speculating that the company will include the $1million non-cash gain in it's Q3 headlines which combined with what should already be record EPS, could attract quite a few buyers.

Also notable, TIXC has over $15million in tax loss carryforwards, so taxes won't be an issue for quite some time. Also, the company's business model of upfront payment for tickets translates to ZERO accounts receivable.


Potential Pitfalls:

Of course even the most compelling stories have their downsides, and while TIXC has taken great strides to eliminate most of the usual suspects, a few remain....

First and foremost is the $1 million that they raised back in June at $.25/share. This represented the main reason I decided not to discuss TIXC in July. Anytime you see a company put stock in the marketplace that costs the holder a mere fraction of the current trading price, you have to be cautious and assume all those shares will be sold. In TIXC's defense, the stock was trading right around $.25 when they did the deal. Perhaps though, this dilution was responsible for holding the share price in a sideways pattern for the last two and a half months.

Lastly, on a thinly traded issue like TIXC with a chart that has appreciated this much, there really isn't much in the way of key support levels to use as predictable stop out points. The $1.30 level is about the closest thing you'll find but that's a long way down from $2.15. Instead, I would look at moving averages like the 20day ema which is $1.72.

The media says it was me..who knows??

~~~~~PASTE~~~~~

Internet speculation drives up Hoku shares
Pacific Business News (Honolulu) - 1:57 PM HAST Tuesdayby Eric Phillips

Hoku Scientific's shares jumped $1.16 per share -- more than 43 percent -- to finish Tuesday at $3.83.

Dustin Shindo, CEO of the Kapolei-based company, told PBN he had "no idea" what caused the jump, which he said was even more perplexing because more than 1.6 million shares were traded, seven times more than the daily average of about 222,000.

Day traders posting on the company's Yahoo! Finance message board say the run began when an alert on www.insightertrading.com recommended buying stock in Hoku (Nasdaq: HOKU).

The alert said the company's stock had probably hit bottom on Aug. 16 when it traded at $2.12. Most of the posters on the message board said they expected the company's stock to have a similar run-up on Wednesday.

The company's last official announcement came Aug. 16, when it said it installed the last of 10 power plants it had to furnish as part of its $4.5-million "field test" contract with the U.S. Navy.

Since going public a year ago, Hoku's stock price has traded as high as $13.

Hoku's core product is its membrane electrode assembly, the brain that controls fuel cells. Fuel cells are essentially self-sustaining batteries and are a promising alternative energy source to power vehicles and homes.

Has anyone mentioned that the company cancelled the registration statement for 115,000,000 shares to Cornell??

I would have thought the longs here would be discussing this??

Kicked to the Curb!

Hi Defender! Back to jail for you!

Riding free shares only since just before earnings....

Why can't anyone tell me if this is CLYW??

T-Com also announced their new T-Com TC300 handset and that they would also be supporting the Nokia N80 and E60 WiFi phones. The TC300 handset is a SIP compatible device, but does not make use of the UMA standard for handing off between wireless and fixed networks that has been gaining so much attention lately. The handset automatically seeks out available WiFi networks and the user will enjoy reduced rates when connected to one.

T-Mobile USA is expected to roll out a similar service later this year.

CLYW and DT? what about this....

"The Calypso C1250i WiFi-GSM Dual Mode VoIP cellular phone will be demonstrated on T-Mobile -Deutsche Telekom (NYSE:DT - News) mobile network and the ASNAP(TM) Session Controller (ASC(TM)) to global mobile carriers & ISP's at the CTIA Wireless 2006," says Alessandro Valenti, Vice President of Research & Development of Calypso Wireless Inc.

DT's PR:

The T-One dual-phone solution from T-Com sets a milestone for the future of telecommunications

A new dimension of convenience is opening: T-One combines the advantages of both landline and cellular technology in a single dual-phone device, the T-Com TC300 - Sign-up page soon available in the Internet

T-One is the simple, convenient solution for using voice and data services in the fixed and cellular networks. Both T-DSL customers and users of T-Net connections can take advantage of the benefits of T-One. Customers can make voice calls and send SMS/MMS messages with a single device, whether they are at home, on the road, or at T-Com and T-Mobile HotSpot locations. All connections, whether cellular or landline, appear in a single phone bill. Another benefit: The call forwarding function means T-One customers can be reached over their fixed network number even when they are away from home. To combine the advantages of landline and cellular communication, the phone supports both WLAN and digital cellular transmission technologies.

T-One customers can continue to make low-priced calls over the fixed network at home. T-One lets T-DSL customers enjoy the benefits of VoIP (voice over IP) technology, both at home and at T-Com and T-Mobile HotSpots. It is possible to use T-One with an analog connection if T-DSL is not available. Customers with analog T-Net connections employ a converter access box - a kind of digital interpreter - to transfer the voice data to the T-Com fixed network.

Away from home, T-One becomes a cellular phone, flexibly bridging the gap between fixed and cellular networks. In the DSL version, T-One accesses a local public WLAN network at more than 6,000 HotSpot locations from T-Com and T-Mobile. When outside of the public WLAN network, T-One uses the GSM network. Important for customers: T-One does not require a complicated log-on procedure. The device locates the networks automatically. WLAN is the preferred network by default, letting T-DSL customers make cheap calls through VoIP technology at the T-Com and T-Mobile HotSpot locations.

In addition to an existing fixed network number, the T-One service package encompasses a cell phone number and a VoIP number. T-One even lets users switch back and forth between GSM and VoIP calls. Another advantage: All missed calls are saved centrally on a virtual answering machine.

In addition to voice communication, the first available T-One phone - the T-Com TC300 - has all the features of a modern cell phone. In addition to a color display and a high-end camera, they include MMS functions for sending and receiving photo messages, as well as calendar and address book functions to organize and manage your contacts on the road. Additional T-One phones will become available in the second half of 2006: the Nokia E60 as an innovative business companion and the Nokia N80 entertainment product.

Parallel to the introduction of T-One at CeBIT, a sign-up page for interested customers soon will be published at www.t-one.de. In addition to comprehensive information about this innovative telephony solution, potential customers can sign up for T-One in advance.

T-Com is planning to relaunch T-One at the end of the second quarter 2006.

Whose phone is this?

Wednesday March 08, 2006, 11h00
Deutsche Telekom, number one European of telecommunications, will launch this summer a service making it possible to use the same terminal at the same time like telephones fixed and portable, it announced Tuesday, before the opening of the technological show CeBIT of Hanover Wednesday.

The "dual phon", of which launching in Germany is envisaged on July 1, will adapt itself to the network: fixed line at the house, and portable line the remainder of time, either on traditional network GSM, or, near the sites equipped ("hotspots"), by a connection Internet using WLan technology.

British BT had launched the first last year a similar model, BT Fusion, and the majority of the operators work with such an alliance between fixed and portable. BT had indicated in June to await several million customers from here 2010 for this technology.

The user of the dual phon of Deutsche Telekom will receive for all its connected only one invoice, emitted by the fixed subsidiary company of telephony of the group, T-COM. This one hopes to thus stop the fall of its sales turnover, whereas more and more of subscribers choose to do without fixed line.

Telephone dedicated to this new service, the TC300, has the aspect and the functionalities of a traditional portable telephone. In the second six-month period two terminals manufactured by Nokia, E60 and N80, will come to supplement the offer, specified Deutsche Telekom.

I'll be adding this tomorrow...

kent..email me at sag.fund@gmail.com and I'll give you the new location...

Just an update for everyone who hasn't witnessed what's transpired over the weekend.

Our friend Defender has created a new alias that just happens to be my name. As if that wasn't bad enough, Defender is posting to other boards using my name saying ever so intelligent and witty things like "I like to touch myself."

Now aside from illustrating that Defender is a complete and utter waste of human life, this individual has CLEARLY stepped over the legal and moral lines of what is acceptable in a public forum.

Personally, I probably wouldn't hesitate to post my name publicly (in fact many of you know it already), however, it is NOT ACCEPTABLE for Defender to make that decision for me completely lacking my consent.

This is just bizarre to me how someone can be so devoid of any redeeming qualities and has nothing better to do than to personally accost a complete stranger just because they disagree on the future of a certain company.

I would love to know what happened between Defender and IFUE to result in such a vile and morally bankrupt human being.

Since the Admin here is having difficulty blocking Defender, I have no choice but to discontinue posting on IHUB.

If you enjoy the discussion, the IFUE chat, the stock picks, whatever, send your contact information to sag.fund@gmail.com and I'll let you know where I'll be building the new forum. Those of you whose email addresses I'll recognize, I'll contact you right away. Email addresses I don't recognize will be harder because I have to make sure Defender isn't trolling for information (he's done that before also, that's how he got my name).

Those of you who regularly speak to Gman or Devildog, they can certainly pass along the new location also as it comes online.

Thanks and Good luck to all...Stinkeye.

It's hilarious Colby, sad and creepy, but still hilarious nonetheless...You should check out my pad in Google Earth, it's really a nice spread from the satellite view.

Defender...go away..we have no use for you here. Your posts will continue to be deleted as soon as I see them.

RDS - congrats on CPTC .... re: EMFP....

If this thing breaks below that bottom trendline, you better get out quick...It's on the brink right now....I'd bail at break below .68.....

You're not supposed to be posting now Defender...now crawl back under your rock until you give me that list...Remember anybody can do this....

ISV - $1.53 from .90...unstoppable...

Posted by: stinkeye
In reply to: stinkeye who wrote msg# 3782
Date:1/4/2006 1:01:50 AM
Post #of 4050

ISV - I'd tiptoe in on a break of .90 and then load heavy on a break above .95....competitor of EYET in the macular degeneration drug space...

CPTC - rocking out....

HIV getting popped with some huge block trades at .25....

IMNR up 45% today...

Sorry Hoss....had to delete that one....Defender would have ran to the Admin....

MCTI from .25 to .32 in two days....still has legs...

IMNR getting very jumpy....another winner for SAG, but anybody can do this, right Defender??

Defender, I'm responding simply for the sake of new lurkers here. You know as well as I do that your post is utter non-sense. However, for the sake of any newbies.....

You said:
"IF the Rail industry wanted alternative additives they would have been at IFT's door years ago."

Response:
Years ago (up to and including 2004) diesel fuel prices weren't an issue for the railroad industry. The major US railroads were paying under $1.00/gallon as recently as 2004. They've seen increases over 50% per year in 2005 and project the same for 2006.

Here's a figure to study. The shows CSX's hedged position for 2006....which is virtually 0% protection....


You said:
"not one carrier has even individually tested the product."


Response:
Patently false statement. IFUE PR'ed months ago that a regional RR was buying product after trialing it for 3 months. Since then, numerous trials have commenced both internationally and domestically. Not the least of which is my contact who owns nearly a dozen regional shortlines.

You said:
"try not to overstate no shares being sold."

Response:
Frankly, it's impossible to OVERSTATE no shares being sold by insiders. The share price has more than quadrupled in a year and maintained those levels. At no time in the last 3 years has anyone inside sold a share. Just for arguments sake let's take Jon Burst CEO. He could DOUBLE his annual salary of $250,000 with just one sale. You don't think he'd like to double his annual salary? Sure he would, who wouldn't? It happens everyday in every publicly traded company in the World. The fact that it DOESN'T happen at IFUE tells me they know the shares are worth significantly more than current prices.

that's a longer term play there Colby...

IMNR - you can add more Colby...but that's gonna make a stop at .03 be a bit more of a loss....it could easily go to .06...

IMNR - getting primed...

CKEI - hits .04!!

Now let's look at the revenue side for IFUE...

I'm assuming cost to the end user of $.03/gallon....

Union Pacific - 1.3 billion gallons x $.03 = $39 Million

BNSF - 1 billion gallons x $.03 = $30 Million

Canadian National - 403 million gallons x $.03 = $12.09 Million

Norfolk Southern - 513 million gallons x $.03 = $15.39 Million

CSX - 595 million gallons x $.03 = $17.85 Million

Accounting for only the 5 largest US Rail Companies, we have a potential annual revenue figure of $114.3 Million The average Price to Sales ratio of a growing company in the Specialty Chemical sector is 8-10 times sales.

Using this Price/Sales Metric, IFUE would conservatively be valued in the above scenario at $114 Million X 8 = $912 Million or $10.85/share based on today's 84million shares outstanding.

Keep in mind, as sexy as those revenue numbers and price per share are, that is assuming ONLY the 5 largest DOMESTIC railways are users. Those numbers don't include trucking, power generation, or international rail.


[edit] Also keep in mind that once a growth story like IFUE gets rolling, valuations relative to its sector are meaningless. For an example just look at the SAG Funds recent play of the SUF run-up. Sulphco went from nowhere to a $1 Billion market cap on ZERO sales. A move undoubtedly triggered by speculation, but nonetheless, an example of how rational valuations quickly get forgotten when exponential growth is perceived. [end edit]

We can do the same math for Union Pacific....

Union Pacific burned 1.3 Billion gallons of diesel in 2005 at an average cost per gallon of $1.77. It should be noted that the $1.77/gallon in '05 is a 45% increase over '04's $1.22/gallon cost.

Union Pacific spent $2.4 Billion for fuel in 2005.

--hypothetically--

Additizing $2.4 Billion at a 5% increase in fuel economy throws of $119 Million annually.

Savings per week = $2.28 Million...

Savings per day = $326,923...

You may be asking where the cost of the additive is worked in the equation? For the sake of simple math, let's say it's built into the 5% increase in fuel economy as that figure is probably a conservative estimate.

MUST READ IFUE LONGS......

The following is simple mathematical exercise to put the "Value Proposition" embedded in DieselIFT in perspective....

Burlington Northern - Santa FE, the nation's 2nd largest railroad after Union Pacific, presented their results for the 4th quarter of 2005 earlier this week. After listening to the call, here's what we should take away from it:

BNSF spent almost exactly $2 Billion on diesel fuel in 2005.

--hypothetically--

If BNSF had additized that $2 billion worth of fuel, assuming a 5% increase in fuel economy, dieselIFT would throw off a savings of $100 million in 2005.

Want more granularity? OK....

That's a savings of $1.9 million per week or $274,000 per day!

you've got mail...

COR annotated chart...

Aiming, if I were going long here, of course my stop would be lower. But this is a good example of my swing trade approach where the stops are kept tighter....

Funny, cause I'm reading about COR right now.....Chart looks nice...generally don't play Pharmas with impending trial data though as I was burned badly by FMTI in '04....doing some DD though...be back in a minute....

Welcome Aiming and thanks for the kind words....

With regard to CTCH...the registration statement for 9mm shares really took a toll on the PPS this AM. My stop at $1.00 was based on support at the 50% fib retrace which is at .99. Yes, this AM you would have been stopped out, but that downside protection is a hallmark of the SAG trading method.

I look for plays with clearly defined support levels and those levels are only worth finding if you're willing to be disciplined enough to take action when they are tested and subsequently fail.

Will you get stopped out occasionally? Sure. I can find numerous posts where I was stopped out of a play only to have it run in subsequent days. However, those same stops more often than not help me preserve the capital necessary to generate the kind of returns you see posted here in real time everyday.

Remember, keep your losses small and let your winners run, and just when you think your winner is going to make you rich and change your life......sell it, right then and there. LOL!

Fair question defender, and for the benefit of any new lurkers we may have here, I'll answer it....

A) Rail Co's have trialed and are trialing the additive as we speak. I can speak for a group of Short Line carriers throughout the Southeast US personally as I put them in touch with IFUE. They are trialing product currently with the help of a third party technical consultant. I spoke with the head of the RR's mechanical dept. two weeks ago via phone and he told me that the product is a "slam dunk" for the RR industry. Moreover, he said if it was up to him solely, he would be additizing their entire fleet right now.

Sidebar --> One factor most people aren't aware of is the desire of the RR's to find a solution to trackside fires caused by carbon build-up sending sparks out of the locomotive exhaust. This is a major problem for the RR above and the EPA is a constant thorn in their side.

B) I think ANY IFUE investor would grant you that the process to commercialization has been an agonizingly slow one. I would be lying if I said otherwise. That being said, I take solice in the fact that the PPS is 4x higher than when I purchased it, not a SINGLE insider has sold a share, and no effort is made by management to artificially pump the PPS with grandiose PR's. This tells me that they know what they've got and will quietly but relentlessly work on shareholders' behalf to see it pay the dividends we all anticipate it can.

PS - See how if you keep your posts non-combative they don't get deleted? I have no problem with opposing viewpoints, they just have to be presented in a reasonable and adult manner.

Interesting PR from the Philippine Govt..........

Tacloban City (26 January) -- The country has barely tested the gains of economic growth yet it is again faced with the threat of spiraling oil prices.

The preceding years saw the country reel from the effects of price increases in the world market. Uncontrollable as it is, the government came up with mitigating measures to counter the effects of oil increases. The government initiated energy saving measures implemented among government agencies. The public was also enjoined in the energy-saving measures.

While the global trend on oil increases is beyond its control, the government is not sleeping on the job, coming up with measures that would ensure protection of consumers who would be the hardest hit by the double whammy of oil increases and the implementation of the 12% E-VAT this coming February.

The President is making sure that the entire economic team of the country will work on the best way on mitigating and calibrating the inevitable. Talks with oil companies and the business sector is a priority and parcel of the government's effort in ensuring that price hikes will not go beyond what the consumers can afford.

As in previous oil crises hitting the country, the government will again be implementing energy saving measures and will vigorously pursue the search for alternative and renewal sources of energy.

Hmmm.....I wonder who can help with "mitigating the inevitable"?

Canadian National Railway...another problem with escalating diesel fuel prices.....

"Chief Financial Officer Claude Mongeau said costs would have been flat but for higher fuel prices. He warned that diesel prices were a "headwind" and running above what was expected when CN gave its 2006 earnings guidance in November.

Only about 17 percent of the railway's fuel expenses for 2006 are hedged, and most of that in the first quarter, as the company used fuel surcharges to cover price increases in diesel for its locomotive fleet.

Gerotek Test Results now on IFUE website.....

http://www.internationalfuel.com/images/docs/GerotekReport.pdf