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Thanks Brother Batski ... I watched the first video. Good stuff!
Been a while since I've chatted with you. I'll be travelling soon to see my baby who I miss dearly. Mother is having some troubles recovering from the c-section so she has been with the family for a couple of months now (hopefully she'll be better by end of Jan).
I probably won't be available too much next week but I'll try to check in.
BTW, per HHSE news, if anyone can explain how Fotis can own potentially 200m shares vs Eric's 64m and they don't have anything to show for it ... please explain! Could this be related to the audit that they don't know how to categorize the $300K?
So they gave away nearly half the company and did not verify what they were getting? I'm confused! Do they have something in writing? Is this the hold-up of the audit?
I'm quite excited ... just don't have time to post much right now! I'm sure when the stock starts flying we'll see a lot of comments... might not be too much longer!
I own NBY Harleyman. It's not one of my biggest holdings so I did not previously list it ... I'm still with you!
PLSB hit one-year high today...
Very satisfying move today!
I'm holding a decent-sized amount and am making some good gains. Once the financing is announced (glad they are transparent about this) and/or a major retailer is officially onboard, I could likely increase my position ... if the best buying opportunity has already passed, I'll ride my core position and won't be dissappointed.
PLSB - letter to shareholders - explains perhaps some of the recent strength ... but there will be a financing coming ...
Might the upcoming financing not be harmful given they've been transparent about it and the shareprice has not declined ... or will the actual annoucement most likely tank the share price (in the short-term). I know there is no certain answer so this is not to debate ... very curious about opinions.
The Pulse Beverage Corporation
11678 N Huron Street
Northglenn, CO 80234
P: (720) 382-5476
F: (720) 382-5474
It’s a very busy and exciting time at Pulse. Since my last update to you in August, 2012, Pulse has made great strides in
many areas. I would like to highlight just a few of the key accomplishments and building blocks we have set in place during
the first ten months of 2012:
• We have cost efficiently and methodically built a beverage company from the ground up and have overcome
difficulties associated with start-up beverage companies relating to financing and product development and
acceptance;
• We completed contracts with co-packers in three strategic locations: Oregon, Virginia and Texas; which allows us
to produce and distribute our products nationwide cost efficiently;
• We have built a nationwide distribution system with 83 distributors servicing 43 US states, Canada, Panama,
Bermuda and Mexico. Once this “critical mass” of distributors was established and operating well we could then
approach and secure listings for Cabana™ with large grocery and convenience store chains resulting in approved
listings to date totaling over 6,500 outlets. While we are starting to deliver Cabana™ to some of these outlets we
are ramping up production to deliver Cabana™ to all of these outlets starting in Q1 2013. We expect to add at least
another 7,000 listings during the remainder of this year and into next year based on discussions we have underway.
Centralized purchasing for large grocery and convenience stores has resulted in their moving of shelf settings and
product placements to the fourth quarter of 2012 with full implementation taking place in Q1 of 2013;
• Our distribution infrastructure has been developed without large capital outlays yet we have gained rapid market
acceptance for our Cabana™ 100% Natural Lemonade brand where taste, calories, and all natural ingredients,
rather than price, are the major rationale for a consumer purchase;
• We completed the re-design and flavor profiles of our flagship PULSE® brand of functional beverages. The
results from our product and flavor testing was that our nutritional claims held up and packaging (see Page 2) and
flavors are exceptional;
• Now that we have established a substantial portion of our distribution system, we will readily be able to start to
“Red-Carpet” our PULSE® brand of functional beverages into our existing distribution system by December
2012 and through United Natural Food International and Nature’s Best, the two largest natural food distributors.
Distributors have been made aware of health benefits of PULSE® and are eagerly awaiting the initial launch in
December.
As we have indicated in the past, the key to a successful beverage company is its ability to develop a critical mass
nationwide distribution system. In that regard, we have spent the first ten months of 2012 focused on the establishment of a
high quality extensive distribution system using our Cabana™ 100% Natural Lemonade as our introductory product
which acceptance by distributors, retailers and consumers has exceeded our expectations. Our distribution network includes
over 80% Class “A” distributors such as Anheuser Busch, Miller Coors, Pepsi, Coca-Cola and RC/7-Up.
For the nine months ended September 30, 2012, we sold approximately 200,000 cases of Cabana™ 100% Natural
Lemonade into our distribution system with total net sales of $2,058,000 achieving a 35% gross profit margin. This was
accomplished during what is considered the initial beverage company start-up and product roll-out phases which indicates
strong consumer acceptance.
We estimate, based on large grocery and convenience store chain listings approved to date and probable listings from
discussions in progress, by March 2013, sales of Cabana™ will reach 1,000,000 cases on an annualized basis and 2013
sales are estimated to be over 2,000,000 cases, in total, based on what we know today.
Reaching 1,000,000 cases is “proof of concept” for major beverage companies seeking out the next big beverage product.
Based on beverage industry prior sales of major beverage brands the beverage industry would place a minimum value of
approximately $100 million for our Cabana™ 100% Natural Lemonade brand. Most emerging brands do not achieve
1,000,000 cases until four or five years after launch, if ever. As support for beverage brand values, Honest Tea, after
attaining sales of 1.4 million cases, was sold to Coca-Cola for a reported $400 million approximately ten months ago; the
sales price was a large premium to standard beverage brand valuations.
As we have stated, our mission is to be one of the market leaders in the development and marketing of functional beverage
products that provide REAL (not perceived) health benefits to beverage consumers.
Since March, 2011 our development team has perfected and completed the re-design, testing and flavor profiles of our
PULSE® brand of functional beverages in three health platforms: Men’s Health Formula™, Women’s Health
Formula™, and Heart Health Formula™.
We have scheduled the end of November for our first full-scale commercial production of PULSE® at our Marion,
Virginia co-packer. Product will be released to our distributors in December, 2012. We feel that exceptional packaging and
flavor profiles will place PULSE® as clear leaders in the functional beverage product category.
Over the next few months, we will be focused on: completion of a financing to sustain our growth, increasing listings for
our products in large grocery and convenience store chains, launching our flagship PULSE® brand of functional
beverages, expanding our distribution system in the US, and establishing foreign distribution and production in China and
Europe. We are in the process of obtaining the financing necessary through an equity offering so that we can sustain our
growth and accomplish our goals.
We sincerely appreciate your interest and continued support. Feel free to contact myself at 720-382-5476 or Bev Jedynak,
our shareholder relations liaison, at 877-302-6404.
Thank you and best wishes for a prosperous and healthy 2013.
PLSB - breaking out of the range to 8-month highs.
Here's my list ... it's not everything I have but my main 'progressive' holdings ... in order from most to least. Sorry for the delay but last week was really busy!
(If I every get around to it, IRE might make the list...)
WNDEF
VRSEF
HHSE
PLSB
INO
SAN
XIN
EGY
PBSV
ADXS
VSEC
LPH
EXMGF
ACTC
NVLX
HHSE - one thing we do know, one way or the other, it's going to be one hell of a shareholders meeting come Janurary!
http://www.otcmarkets.com/otciq/ajax/showFinancialReportById.pdf?id=96738
v). Audit Status – Some shareholders have suggested that the Company’s principal managers issue an apology regarding the delays in release of the 2010 and 2011 financial audits. This particular suggestion implies that the audit delays have been either caused by Company principals, or can be attributed to resolvable actions of the Company principals. Neither scenario
would be an accurate assessment of the myriad of issues that have caused delays with the audit project. While the Company has been specifically instructed to not publicly discuss the minutia of the ongoing audit process, the Board can acknowledge that all reports originally requested for 2010 and 2011 were delivered to the auditors in June, and that subsequent reports and back-up requested since that time have been completed. It is the Company’s goal to release the 2010 and 2011 Audits as quickly as possible (and prior to the shareholder’s meeting), and to separately release the audit report for the year-ending 2012 in a timely manner under Edgar guidelines. Additionally, the Company has agreed to release the Q3 quarterly report this month for republication on the Edgar database, and to continue making quarterly (and annual) reports to Edgar in a timely manner. The Board also wanted to clarify for some shareholders that the unaudited financial reports already filed for the Company were prepared under Generally Accepted Accounting Principles, and are believed to accurately reflect the financial condition of the Company. The Board anticipates that the audit reports for the years ending 2010 and 2011 that are ultimately approved for publication will substantially conform to the unaudited financial reports already published, with offsets for items determined to be both undervalued or overvalued essentially balancing the other.
vii). Update on Bedrock Ventures Lawsuit – The Board acknowledged that the court hearing originally scheduled for Dec. 17 was cancelled by the judge, who will instead be ruling in the matter based on the filings and the law. Counsel for Hannover House believes that this is a positive development for the Company. If the judge’s ruling (expected on Monday, Dec. 17) is in favor of the motions put forward by counsel for Hannover House, then the litigation matter will proceed including the those rights and remedies that Hannover House intends to pursue against Bedrock. If the ruling is in favor of Bedrock, then the Hannover House claims against Bedrock will be pursued separately
The company, I believe, yes.
The share price, a resounding no! (But that's ok ... I'm patient.)
MSFT - oddly, I might soon be buying some! Never mentioned it here but I sold some MSFT $26 puts back in June for $152 expiring this Jan 19th. Now that the price is retreating, I might be 'forced' into buying $2600 worth ... works out to a 6% discount at a good price.
Seems to have worked out but I would have been hurt if we were sub $23 today.
YMI ... I've been busy and away from the market (and the PS boards) the last few days ... very nice surprise. Of course, its a small holding, but 70% gains never hurt!!
Shout out, props to the Harleyman for this one!
Harley, I'll provide you my stock list in the next few days...
Where did you read that? Would be nice...!
INO ... good news on phase II results and the stock is down ... can anyone explain a rational reason for this and, if not, why this would not be a buy signal (for 'fundamentals' investors).
"Inovio Pharmaceuticals Announces Positive Interim Results in Phase II Leukemia Trial"
http://ih.advfn.com/p.php?pid=nmona&article=55350167&symbol=INO
BLUE BELL, Pa., Dec. 6, 2012 /PRNewswire/ -- Inovio Pharmaceuticals, Inc. (NYSE MKT: INO) announced today that preliminary results of a phase II clinical trial to treat leukemia with a WT1 DNA vaccine delivered with Inovio's proprietary electroporation delivery system showed robust vaccine-specific antibody responses in all vaccinated subjects evaluated to date. Furthermore, T cell immune responses, including those of the "killer T cells," were detected. Antibody and T cell responses are strong signals of the DNA vaccine's potential to treat the disease. The data was presented today at an international conference, DNA Vaccines 2012, in San Diego, Ca, by Dr. Christian H. Ottensmeier, MD, PhD, the trial's principal investigator and Professor of Experimental Cancer Research at the University of Southampton, UK. These interim results, from eight patients, are part of a phase II trial that will enroll 31 patients in its chronic myelogenous leukemia (CML) arm. To date, 14 CML patients have been enrolled while another 13 unvaccinated CML patients have been enrolled to serve as a control group. The vaccine has been shown to be safe overall and well-tolerated in the trial subjects. A detailed analysis of T cell immune responses as well as the impact of the vaccination on the molecular marker, BCR-ABL, which is a specific chromosomal abnormality that is associated with chronic myelogenous leukemia (CML) disease, will be performed.
As a result of the favorable safety and immunogenicity profiles observed in the CML vaccinated group, the trial is now open to enroll the acute myeloid leukemia (AML) clinical trial arm, with a total target of 37 subjects in each of the vaccinated and control groups
I missed that price by about 10 minutes of trading ... ugh!!
ADXS - this is the only part the provides any detail ... perhaps this was a procedural issue?
"there was no circulation of preliminary prospectuses in connection with the proposed transaction"
NBY - thanks for the thoughts ... yes, dilution is a necessary part of the game for these companies.
Incidentally, I could not find the time of that PR. I was curious if it was released just before after hours. If not -- that there seems to have been some insider trading giving the drop and increased volume just before the close.
NVLX News "Nuvilex Subsidiary, Austrianova Singapore, Publishes Advantages of its Encapsulated Cell Therapy for the Cell-Based Therapeutic"
Anyone heard of the Wiener Medizinische Wochenschrift Skriptum?
http://ih.advfn.com/p.php?pid=nmona&article=55328289&symbol=NVLX
Nuvilex, Inc. (OTCQB:NVLX), an international biotechnology provider of cell and gene therapy solutions, announced today its subsidiary Austrianova Singapore (ASPL) has published a new manuscript that describes the use of the Company's proprietary cell encapsulation technology for studies designed to create a cell based therapeutic treatment for diabetes.
The publication in the Wiener Medizinische Wochenschrift Skriptum, entitled "Cell encapsulation for the treatment of diabetes" was co-authored with Dr. Eva Brandtner, former ASPL Chief Scientific Officer who is presently at the Vorarlberg Institute for Vascular Investigation and Treatment (VIVIT) in Austria. The manuscript outlines the advantages of using cellulose sulfate for the encapsulation of cells for treatment of diabetes. The article accompanied an invited presentation on the same topic at the Diabetes Meeting in Salzburg, Austria also given by Dr. Brandtner.
ASPL and VIVIT have planned and are working closely together to advance and develop the diabetes treatment using encapsulated cells capable of expressing insulin after they detect the presence of glucose. Ultimately, the aim is to place insulin-secreting cells encapsulated in cellulose sulphate in patients with diabetes to replace the patient's own cells that no longer secrete insulin in response to elevated levels of glucose. As a result, the encapsulated cells thereby replace the normal pancreatic cells and enable the body to function normally, preventing exposure to the debilitating effects of high levels of glucose in the body.
The CEO of ASPL, Dr. Brian Salmons, said, "We are very happy to have been able to release our data through this publication from our testing of the encapsulated live cell treatment potential for diabetes. Being able to continue our work with VIVIT and Dr. Eva Brandtner, will greatly enhance our ability to develop and advance diabetes treatments."
The President and CEO of Nuvilex, Dr. Robert Ryan, stated "Our commitment to create valuable patient treatments through the proprietary cell encapsulation developed over so many years by ASPL, including treatments for diabetes, has become stronger over the past year. The important advances made have been through the funding provided by Nuvilex this past year and will prove valuable in the coming years. Clearly the ability to treat patients with this disease is a major driving force for our companies. From a market perspective, the World Health Organization has shown that the economic benefits will be substantial as the costs of diabetes are presently estimated to be over $350 Billion dollars spent annually per year worldwide
NBY - got lucky sold previously @ $1.56 (prematurely as it hit $1.75) and re-entered today @ $1.39.
Not sure if I'll try swing trading again ... it had shot up quite fast without much news ... but the potential is very good so one day it is probably not going to look back and I don't want to be left behind!
Well-articulated Malc, perhaps my wanting to think some more was indicative of mental dissonance on my end!
The timing of this development could not have been worse as some momentum had finally started ... but, then again, with more recovery folks would be getting more crushed so the timing in that regard is good... better to get this over before optimism takes over again.
Sentiment-wise, in the next few days and weeks, things could certainly snowball (for the worse) and it does seem doubtful there would be significant appreciation. Also, even if some positive news does indeed develop, there will probably be good opportunity for re-entry so, on second thought, it certainly does seem wise to lighten up ... thank you good friend!
This might accellerate my investigation into IRE ... still on my list but I know I need to set aside some good time for that one!
(But then again, XIN could implode, the buyback could continue, and I'd own the entire freaking company not much longer than a year ... this is actually possible, totally crazy as it sounds ... or just start with a 50% dividend!)
Hi Malc,
Very kind of you to forward that information .. I saw that and had sold a little XIN today (for a decent gain) and lowered my price to re-enter LPH.
A very interesting quesiton, for me, is would XIN (or CCCL, JST) continue to pay increasing dividends after being delisted? ... in that case, could still be value although, of course, I understand that XIN could throw in the towel in this circumstance and perhaps 'go dark'.
I still hold some as I think it's proper valuation is 10-20 times if things work out ... the reward is so massive I'm willing to take the risk but have to be careful not to have too many China plays that's for sure!
My philsophy is that any company is a good investment if the share price is sufficiently cheap (and one is diversified). For XIN I'm thinking a 20%+ chance of a 10 bagger+ (over say the next 2-7 years) which is a decent bet to make in small amounts ... I'm very curious if you agree with these numbers? If it's less than 10% chance that things will work out, then this is NOT a good bet here and perhaps I should be selling everything ... I'll keep thinking about it.
LPH on fire ... sold more than 1/2 my shares today hoping for it to retrace.
Perhaps not much appetite for discussion of China stocks, but LPH has been one of my bigger winners recently - up 54% in two months since I re-entered.
They are certainly looking decent:
1. (Similar to HHSE audit) they were about a year overdue on their promised expansion but did indeed eventually complete a major acquisition to expand business funded entirely on company cashflows.
2. Had their China tax documents reconcilled with SEC submission.
3. Executives have cut their salaries.
4. Large number of warrants expiring recently has alleviated potential dilution.
The PE is 4, which is -- interestingly -- is much higher than XIN... XIN is still my favorite as would be a 4-bagger just to catch up to LPH and -- of course -- XIN has a better auditor, pays a dividend, has US assets, and is an IPO.
I'm hopeful to recover more of my China losses ... we'll see.
My original thesis was that even if 1/3 of my China plays are not frauds, I'd do ok in the long-run ... of course, I've been destroyed here and the long-run is looking longer and longer! An important lesson learned, was not anticipating the degree these companies would move in tandem...
Other considerations are LLEN (headquartered in US), SIAF, JST (don't own, but has paid an increasing dividend) ... I'm holding out for CNYD and CNAM, which are pretty much worthless but are still reporting... we'll see what happens.
Although I believe this company is worth more than the current marketcap (and perhaps quite significantly more) this sure is getting painful !
I recall they had agreed it was a good idea, proposed by Malc, for the auditor to provide a signed document on their progress and issues. I'm guessing we we're not going to see this afterall ... what is your 'conspiracy theory' that is holding us up (1) more work than anticipdated (2) waiting for the court case (3) fighting on the library valuation (4) failed pump and dump attempt?
I, unfortaunely, have no idea...
HHSE Yes, I saw that ... yes, a bit heated, but whatever management wants to say, I'm certainly open to hearing from them.
Playing pshychologist, the sarcasm (arguably not very professional) -- to me -- indicates they are genuinely upset meaning that they are most likely sincere in their words. A good sign...
INO - a nice chart (posted on the INO board) summarizing the pipeline by phase. We know that they started behind ADXS in Cervical dyplasia, but there are a lot of things brewing including a universal influenza vaccine and HIV trials.
http://www.inovio.com/products/pipeline/
Thanks for the post! I was curious about the lung, prostate and breast cancer trails 'owned by Merck'.
Are there any details outlining the fincial aspects of the partnership? Any info is appreciated!
HHSE - Never before has such a small trade ($30), boosted my portfolio so tremondously ... let's get a technical breakout ... someone please buy $50 worth ... (lol.)
Thanks... I missed those details!
Anyone know when the pre-feasibility study is expected (roughly) for completion? ... no mention of timelines in MD&A.
Excelsior MD&A... not sure if anyone is intersted but I continue to hold. Note that copper prices are still holding much higher than the $2.50 price in the PEA ... unfortunately, they do not provide an expected date for the feasibility study and have cash for perhaps another six months (if I recall the study was originally planned to be completed around this time ... not good, but they expect to be a low-cost producer which balances things out. Also, looking at Stockhouse it seems Executives are highly compensated in shares, not salary, which is good... have to spend more time here too!)
"The immediate technical focus for the Gunnison Project will be the completion of a Pre-Feasibility Study.
The results from the recently completed field activities, as well as the currently underway laboratory
analysis and the technical data previously acquired, will be used to optimize all aspects of the project
including, well field design and leaching solution composition. In addition, these results will provide critical
information for groundwater quality control and ultimately, project reclamation. Optimization of the project
will enable Excelsior to improve on the positive results already produced from the Gunnison Project’s PEA,
as well as provide data that will be critical as the project moves into the permitting phase."
https://www.otciq.com/otciq/ajax/showFinancialReportById.pdf?id=95564
http://www.nasdaq.com/markets/copper.aspx
WNDEF Earnings - very good and will hopefully help command a better buy-out price.
My hunch was that earnings were going to turn-around due to previously accellerated depreciation, but it's still not clear to me as EBITDA vs GAAP does not break-out to that level.
Annualize the earnings and we are at a PE of 5 ... would be interesting to know if they are doing better or worse compared to the NPV projections (which were used to calculate book value, to my understanding), but a very good sign!
http://ih.advfn.com/p.php?pid=nmona&article=55249312&symbol=WNDEF
My man Harley, we have the same line of thinking, but that's no cooincidence as I learned from you!
I've been lucky that almost all my swing trading has helped, but I'll certainly have to be careful with my timing not to miss any big moves which will (hopefully) come quite unexpectedly and explosively.
Thanks for the note ... does not, of couse, alleviate all concerns but all-else-equal more communication is better than less (except for overly-optimistic promises).
Still holding all my shares ... let's see what happens!
Good point ... dilution into oblivion does not sound like a great outcome! Hopefully we're not too far away from getting more compelling trial results!
Adxs will probably be at least a 5 bagger (from our original price) or will go to zero ... So from that perspective, some big swings should be expected ... But, yes, the decline was very harsh ...
I might be naive here , but not much has changed other than the dilution, right?
Come to think of it we have not seen an update in the trials for some time.
PLSB - thank goodness the pumping has subsided ... news today that they are exanding their distribution ... into Mexico!
Hopefully, some of these many distribution deals translate into placement into decent-sized retailers.
"Pulse to Debut in Mexico With Cabana(TM) 100% Natural Lemonade in Q1-2013"
http://ih.advfn.com/p.php?pid=nmona&article=55238302&symbol=PLSB
ADXS +19%! - I took a look on yahoo board, but could not find much there ... not complaining, though!