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BCON $3 million navy contract 0.50 - nice news
KERX great spot here actually - was double this 2 weeks ago, 0.40c cash last report, ph3 trials coming
ACLS now 0.29....
ACLS, now 0.26 bouncing
ACLS - 0.24 big haircut off note default, do have lots of cash and seems like they will work their way out - looking bottomed
ANX - sitting at key resistance 0.15 - lots of possibilities here - in negotiations for partnership, improving safety profile of 2 drugs with a 3.2 billion market.
Trial timeline as follows:
ANX-530 and ANX-514 Timelines
ADVENTRX has entered into an agreement with a new contract manufacturer to conduct process development and scale-up activities for both ANX-530 and ANX- 514. Last week, the Company attended a pre-NDA meeting with the U.S. Food and Drug Administration (FDA) to discuss its NDA submission for ANX-530. The FDA requested additional information regarding the Company's new manufacturer, and as a result, ADVENTRX anticipates the submission of its NDA for ANX-530 will take place in the second quarter of 2009.
ADVENTRX also announced that it anticipates completing patient enrollment in its registrational bioequivalence clinical study of ANX-514 in the first quarter of 2009. The Company expects to announce results from this study in the second quarter of 2009. These changes will not affect the Company's previously announced plans to submit an NDA for ANX-514 in the third quarter of 2009.
ANX 0.15 break for this bio and I think volume & quicker move comes - too many naz penny traders out there looking for the next runner - this one is quietly getting up there
As highlighted...not like the rest that are 'exploring'...these guys already in discussions!
ADVENTRX Pharmaceuticals, Inc. (Amex: ANX - News), a biopharmaceutical company focused on in-licensing, developing and commercializing proprietary product candidates primarily for the treatment of cancer, today announced that it is exploring a range of strategic options, including the sale or disposition of one or more of its product candidate programs, a strategic business merger and other transactions that maximize the value of Company's assets. The Company is currently in discussions with several candidates for both strategic and partnering transactions.
ANX bio popped briefly to 0.15 - company in negotiations with partner for marketing safer profiles of 2 drugs that pulled in 2.2 billion market share last year. One of the last below 0.20 that have potential major catalyst for multi-bagger.
ANX bio at 0.12, company already said in negotiations with partner for marketing their drugs - a safer profile of ones currently on the market with a $3.2 billion market share! They anticipate they could be to market next year with these.
Slowing things down to conserve cash while negotiations are ongoing, and they have no debt...pretty damn fine risk/reward at 0.12 considering all the other speculative runners with less prospect.
thanks...amazed the delay before volume came in given the news...worked out for sure, but so is everything else today!
CTDC big solar news mention couples days ago out on wires - may be runner
interesting that agreement was signed 21st, but PR'ed on december 2nd...seems to be a delay on these things. Love to know what this means in terms of bottom line besides 'largest' in the world...
CTDC - perhaps gapper, major gapper if company PR's what appears to be huge news. So far, only reported in Chinese on the partner websites, and alerted by JLM...institution research. I was able to get the source from JLM and translated through google:
http://www.qhsolar.com/shownews.asp?id=318
China's largest solar power station and network set up in Qaidam Basin in Qinghai
The morning of December 27, Qinghai Haixi Mongolian-Tibetan Autonomous Prefecture People's Government and the China Science and Technology Development Group Co., Qinghai New Energy (Group) Co. Ltd. in Qinghai Yinlong hotel signed a Qaidam Basin GW-class large-scale solar power stations and network co-operation agreement. Qinghai Provincial Party Standing Committee, Provincial Minister of the United Front Work Department Dorje Dan, vice governor, mayor of骆玉林Xining, as well as the United Front Work Department of Qinghai provincial government, the provincial Science and Technology Agency, the Provincial Federation of Industry and Commerce, Provincial Department of Construction, the leadership of other departments attended the signing ceremony.
The total installed capacity of power plants 1GW, pioneered in the domestic use of non-silicon thin film, crystalline silicon photovoltaic cells mixed square. Signed on the 27th of the proposed grid 30MG solar power station project is the first phase of the overall plan for the content of cooperation, the amount of investment of about 10 billion yuan, will start the construction of 09 years. Upon completion, Chaidamu solar power station will be currently the largest photovoltaic power station grid.
Signing ceremony, Deputy governor pointed out: GW-level photovoltaic grid-connected power stations set up pilot Chaidamu economic zones, to take full advantage of the Qaidam Basin of solar energy resources and desertification, as well as in Qinghai Province led photovoltaic industry links the development of Qinghai Province into large-scale photovoltaic industry, the industrialization of the operation of the track of both the importance of our province photovoltaic industry is an important milestone in stride forward.
Qinghai New Energy (Holdings) Limited, chairman of Zhang Zhi-min on behalf of investors, speaking at the ceremony, he said: China Technology Development Group is the first in the U.S. Nasdaq-listed Chinese enterprises, with the global PV industry, sophisticated technology, Qinghai New Energy Group, as a leader in photovoltaic industry in Qinghai Province and the province's new energy industry's leading enterprises with the China Science and Technology Development Group cooperation, strong combination will surely achieve better advantage of resources complement each other and cooperate to maximize the effect, photovoltaic industry to promote our province as quickly as possible to flourish.
I am not sure if or when CTDC PR's this - it certainly seems genuine to me but I don't know if these guys have a useless IR and nothing comes out until year end report or something ridiculous like that. Either way, 30MG of the 1 GW project is valued at 140 million US??? This is pretty insane for a company worth only 30 million!
Not saying PR is coming...I'd hope it would, but even with the apparent knowledge of this arrangement, the stock price is ridiculous.
JLM note on it:
http://www.jlmpacificepoch.com/newsstories?id=138541_0_5_0_M
Good blog writeups here:
http://venturebeat.com/2008/12/30/china-is-the-biggest-plans-set-for-a-gigawatt-of-solar-panels/
http://seekingalpha.com/article/112839-two-chinese-companies-plan-world-s-largest-solar-power-plant?source=yahoo.
move is speculation at this point - JLM is institutional research focusing on China, so seems unlikely BS (they returned email quick too). If this runs through the official wires, I see $5-6 potential. Serious news for sure and fine spot on chart for sector thats heating up.
CTDC - looks like significant news not out on wires
China Technology Development Group Corporation (Nasdaq:CTDC) and Qinghai New Energy (Group) Co. Ltd. signed with local government representatives on December 27 to begin work on a 1GW on-grid solar station in Qinghai's Qaidam Basin. The project, which will integrate crystalline silicon and thin-film solar cells, is scheduled to begin construction in 2009 with initial investment of about RMB 1 billion for a 30MW-scale. The Qinghai solar station is expected to become China's largest on-grid solar station after completion.
http://www.jlmpacificepoch.com/newsstories?id=138541_0_5_0_M
http://earth2tech.com/2008/12/31/china-to-get-1gw-photovoltaic-solar-power-farm/
CTDC - looks like significant news not out on wires
China Technology Development Group Corporation (Nasdaq:CTDC) and Qinghai New Energy (Group) Co. Ltd. signed with local government representatives on December 27 to begin work on a 1GW on-grid solar station in Qinghai's Qaidam Basin. The project, which will integrate crystalline silicon and thin-film solar cells, is scheduled to begin construction in 2009 with initial investment of about RMB 1 billion for a 30MW-scale. The Qinghai solar station is expected to become China's largest on-grid solar station after completion.
http://www.jlmpacificepoch.com/newsstories?id=138541_0_5_0_M
http://earth2tech.com/2008/12/31/china-to-get-1gw-photovoltaic-solar-power-farm/
CTDC ripping - alerted on huge news not out on wires
CTDC - additional commentary non-PR'ed solar news
China’s Qaidam Basin could become the equivalent of the Mojave Desert in terms of solar power projects, if new plans to build a 1-gigawatt solar power photovoltaic farm in China come to fruition. While utilities and startups have sited the Southern California desert for some of the world’s largest solar-thermal and solar photovoltaic projects, the China Technology Development Group Corp. and Qinghai New Energy Co. signed an agreement with local Chinese officials over the weekend to begin work on a massive plant that would use crystalline silicon and thin-film solar cells, research firm JLM Pacific Epoch reports (hat tip VentureBeat).
To be clear, 1 gigawatt of power — 1,000 megawatts — from photovoltaics is huge. The next-largest PV project we’ve heard of is a 550-megawatt plant being built by OptiSolar in San Luis Obispo, Calif., as part of a larger PG&E plan to bring 800 megawatts of solar power onto the electric grid. A Godzilla-like PV project by Intersolar in Germany, now more than half complete, is set to generate 40 megawatts. While it’s possible that the Qaidam project will falter before breaking any records, even the first phase — about $146 million for a 30-megawatt plant — could put China on the photovoltaics map. According to JLM, construction is slated to begin as early as 2009.
http://earth2tech.com/2008/12/31/china-to-get-1gw-photovoltaic-solar-power-farm/
CTDC - solar - repost Qinghai New Energy Approved for 1GW Solar Station - not on PR yet, but would be a big mover if this does come out.
China Technology Development Group Corporation (Nasdaq:CTDC) and Qinghai New Energy (Group) Co. Ltd. signed with local government representatives on December 27 to begin work on a 1GW on-grid solar station in Qinghai's Qaidam Basin. The project, which will integrate crystalline silicon and thin-film solar cells, is scheduled to begin construction in 2009 with initial investment of about RMB 1 billion for a 30MW-scale. The Qinghai solar station is expected to become China's largest on-grid solar station after completion.
http://www.jlmpacificepoch.com/newsstories?id=138541_0_5_0_M
CTDC - solar Qinghai New Energy Approved for 1GW Solar Station - not on PR yet, but certainly could be a big mover tomorrow if this does come out.
China Technology Development Group Corporation (Nasdaq:CTDC) and Qinghai New Energy (Group) Co. Ltd. signed with local government representatives on December 27 to begin work on a 1GW on-grid solar station in Qinghai's Qaidam Basin. The project, which will integrate crystalline silicon and thin-film solar cells, is scheduled to begin construction in 2009 with initial investment of about RMB 1 billion for a 30MW-scale. The Qinghai solar station is expected to become China's largest on-grid solar station after completion.
http://www.jlmpacificepoch.com/newsstories?id=138541_0_5_0_M
YMI - undervalued bio looking at breakout - one of the best of the bunch with over 50 million cash, no debt, huge pipeline c/w NA trials...rejected buyout offer at 0.60 with $1 in cash!?!?? Only just got noticed yesterday at 0.33
YMI - bio got some attention at the close - $52 million cash, no debt, big pipeline - better looking amex play than NVD...should be a runner
YMI - bio yet to run - 52m cash, no debt, huge pipeline, $16m payment already over 4 years. Just had 0.60c offer 90% of company and they denied it...no brainer at these levels
YMI - yet to run - 52 million cash bio, no debt, huge pipeline, $16m payment already over 4 years. Just had 0.60c offer 90% of company and they denied it...no brainer at these levels
UNCL to follow off TARR momo - just announced lawsuit settlement and same float.
UNCL to follow off TARR momo - just announced lawsuit settlement and same float.
HBDY...lmao, but I just noticed I got my 100 shares August 15th....boy, that was a good one to wait all that time for (insert sarcasm here)....still quite surprised I actually got it thou (TD Waterhouse)..
thanks icon for the chart..followed CSKI for a long time..they had one good run, but then the shorts pushed it down...I just don't see what more they can do. Seems there are trust issues with China government/regulations and this stock never gets the respect it deserves (1/2 the PE of AOB, and management over there screws everything up!). In this environment, debtfree should be huge, but still, it trades at 25-50% its real paper worth. Perhaps its a good one to put away for a while, but even the slightest of buying will get this moving.
CSKI - reported huge earnings - always thought this was one of the best china plays on paper (only problem is thin and shorts have picked on it in the past in the teens when the buying drys up) - its conservatively worth double (in a 'normal' market, its worth 4x that) and that's no pump - reported 0.60 for the Q (beat by 0.15), $1.39 for 9 months, has 51m in cash, no debt, 80% revenue growth expected next year and around $2.75 EPS...under 4 forward PE....
They just announced upping authorized to allow more flex...divy's, splits etc...makes sense since its only weakness is being thin and they are only talking to 50m authorized.
I've watched all morning and the smallest of buyers move this up 0.7c and have started a position again in the 10.20's...compare to AOB eps/PE to see how cheap it is.
INHX should be next KERX - trading $0.24, has roughly $1/share in cash/investments, next to no debt - heavy volume last Thursday as well. Keep in mind also some large premium buyouts on similar bios.
yes, you are right - so per well, that would assume $2.8 to 5.6m/well at todays price - as they are talking up to 70 wells in this location, that means max revenue would be near $400 million for PLTG ...even getting 1/2 of those in operation is still $200 million. Certainly significant IMH
NSMG should see nice move through the day - Ike is essentially another Katrina - the one these companies pretty much rely on for revenues. This likely will keep going higher after landfall - should at least challenge Gustav high of 0.059 today.
NSMG should see nice move through the day - Ike is essentially another Katrina - the one these companies pretty much rely on for revenues. This likely will keep going higher after landfall - should at least challenge Gustav high of 0.059 today.
what do you expect, one of these a week to keep this afloat? I think you don't realize the devastation this will cause - it is these events that people 'anticipate' for a company like NSMG to actually receive major revenues. This is like a 100 year storm and perhaps these graphics will help you realize the seriousness of it.
Storm surge - look at Port Arthur
ftp://ftp.tpc.ncep.noaa.gov/surge/Latest/i44_gl2.gif
Sustained winds in Houston - city of 3.2 million - 1/2 the city with sustained 80-90mph with higher gusts...not for 10 minutes, but 10 HOURS - combine that with only 100 thousand of them with mandatory evacuation, and this may be very bad in terms of causalities (at the fault of the government and their 'no risk to life' statement).
http://www.houstonhidefromthewind.org/maps/TrendMap.jpg?1221188191
So bottom line - hurricane stocks don't need devastating storm after devastating storm...they need 1
thats galveston/Texas City, with Houston in the top left corner
surge projections - check Port Arthur
ftp://ftp.tpc.ncep.noaa.gov/surge/Latest/i44_gl2.gif
10 hours of sustained winds of 80-90mph in Houston...and they are not at danger of losing life per County's CEO??? Idiots gonna get people killed...hopefully continues this eastward slide and gets Houston on the west side of the storm
http://www.houstonhidefromthewind.org/maps/TrendMap.jpg?1221188191
NSMG building strength with latest hurricane models now moving towards a Galveston/Houston direct hit. With this being larger than Katrina, this may very well be a New Orleans type flooding repeat.
http://icons.wunderground.com/data/images/at200809_model_zoom.gif
Risk scenario here - 600000 homes could be flooded?
http://www.chron.com/disp/story.mpl/metropolitan/3046592.html
NSMG is likely the most location appropriate penny to play with it having an office in Texas...if WEGI is to be involved, they would have to secure a building for a temporary coordination center...timing would be much longer to participate - certainly 'could' be involved as well though.