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WEGI - nice entry spot here - all signs show Ike to be cat 4 just south of Bahamas by Monday morning - high risk to south Florida and/or gulf - will be top news all weekend and I'd expect serious jump in all hurricane plays Monday open...IPII also has nice potential - low float with some shorts in it. WEGI ran double from here during Gustav and should have got rid of most of the long term bag holders from before. Should be fresh traders here with entry in the 5's and 6's
WEGI should have a huge day today, likely into next week as well - hurricane Ike lining up for a direct hit on south Florida as a cat 4, and then either moving into the gulf, or running right up through all of Florida - all hurricane plays should be looked at with WEGI, IPII, NSMG likely the best gainers...GV should do well as well
yeah, near cat 4 landfall around Ft Lauderdale at this point - models still too diverse at this point, but the morning should really give better guidance...hurricane momo should be on...WEGI, IPII, GV, NSMG the main favorites
Showing as a strong cat 3 (127mph) just before landfall - Ft Lauderdale more likely - still too early as the models aren't agreeing in majority yet
http://www.nrlmry.navy.mil/atcf_web/image_archives/2008/al092008.08090418.gif
they are getting there thou...I imagine the morning should be firming things up
http://euler.atmos.colostate.edu/~vigh/guidance/northatlantic/track_early2.png
hey, ure right - damn, these guys are set up everywhere perfectly
http://www.redorbit.com/news/science/1057033/windswept_environmental_group_announces_the_acquisition_of_north_carolina_restoration/index.html
WEGI has head office in NY, with the remote offices in Florida and Louisiana..don't think anything in NC
thats old too...latest UKMET shows Miami hit as well now!
WEGI should see big gap tomorrow - latest of the most reliable models show a more southerly track with Ike - HWRF with it hitting Miami as cat 4, GFDL showing a brush with Cuba, then going through the Keys into the Gulf. Recurving out to sea looking less and less likely.
WEGI should see big gap tomorrow - latest of the most reliable models show a more southerly track - HWRF with it hitting Miami as cat 4, GFDL showing a brush with Cuba, then going through the Keys into the Gulf.
WEGI should see big gap tomorrow - latest of the most reliable models show a more southerly track - HWRF with it hitting Miami as cat 4, GFDL showing a brush with Cuba, then going through the Keys into the Gulf.
latest HWRF also shows Miami bullseye as a cat 4 now...I've found HWRF and GFDL the most reliable lately - we shall see..definitely today is the day for beating herd mentality if these tracks continue - tomorrow could be the real push
yeah...latest GFDL is up...hit on Cuba, resurface through the Keys and looks to be heading to the Gulf...its not the typical path of the models, but GFDL has been one of the most reliable this year
WEGI - coming off the low with hurricane IKE exploding up last night, likely another run will be coming on this one - major Florida hit is possible, but may run right up along all the east states as well. WEGI started from this point on last run with Gustav to a double...worth another look IMH
Seems to me they said the amount of curvature will depend on the strength of Hanna - well Hanna did not strengthen as forecast, so that would imply less influence to steer - likely won't recurve out to sea in time, but I could see a landfall in the northern 1/2 of Florida...will be big news for the likes of WEGI, GV, IPII, NSMG etc etc
WEGI back in action today - at least a day of landfall possibility speculation means it should have a nice move - Ike definitely a major threat that would have everyone nervous right now
WEGI - with hurricane IKE exploding up last night, likely another run will be coming on this one - major Florida hit is possible, but may run right up along all the east states as well. WEGI started from this point on last run with Gustav to a double...worth another look IMH
Oh for sure - WEGI isn't the typical pink play that makes up crap - there was still plenty of flooding during Gustav and they will be involved there for a while - people were just 'letdown' with the intensity. Ike may be a royal badass though and Florida may get it real bad - or they may escape. I don't think the models will know for sure until tomorrow though - makes for a nice speculative run today at least.
WEGI should have another pop on Hurricane Ike exploding last night - big risk to Florida and will just depend if it recurves out to sea - triple+ if it doesn't IMH...otherwise a daily trade today still in the cards since final track not confirmed yet
WEGI - with hurricane IKE exploding up last night, likely another run will be coming on this one - major Florida hit is possible, but may run right up along all the east states as well. WEGI started from this point on last run with Gustav to a double...worth another look IMH
WEGI - with hurricane IKE exploding up last night, likely another run will be coming on this one - major Florida hit is possible, but may run right up along all the east states as well. WEGI started from this point on last run with Gustav to a double...worth another look IMH
HWRF model now showing it bouncing off Louisiana coast and heading out to sea in Texas direction...plot thickens
Don't get me wrong, risk reward still decent, but being thinner and already under attack by shorts makes it a little more dicey. GV is a more no-brainer IMH GFDL is not as committed anymore for landfall intensity, so there are still alot of questions - not like earlier in the week when they were talking easy cat 5 in the gulf. Watching for more volume either way.
GV still best pure play - the others really need cat 4 or 5 risk, and gustav is marginal cat 3 at best. IPII/WEGI/NSMG etc may pan out well, but much more risk involved at this point. Only sure thing IMH to get real contracts out of this is GV...still only up 33% from initial move, and 75-80% off its Katrina highs. Consider the amount of work they got just from cat 1 of Katrina as it crossed Florida, but their operations cover much more of the gulf now and NO is looking at a cat 3 hit.
GV getting deserved attention - one of the only plays that doesn't need cat3 or more. Will likely get tons of business in the next month or so
I see that - essentially any threat from Louisiana to Florida means most stocks are in play, shift to Texas, means IPII would likely drop out of the running, WEGI/GV may still be ok, and suddenly PHHM/STRL may be a great pickups.
I think the slower it goes, the further east it will be - that means 'my' 3 biggee's (IPII, WEGI, GV) could be huge huge plays by next week.
150m authorized, 43.7m outstanding, around 20m float...there are convertibles floating around thou, so the structure is a little tough to gauge - I don't believe this is like a typical pink though as it is a fairly well established company - translation, don't expect a huge dilution all at once like you often see in pinky world, but keep it in mind if you are thinking longer term hold.
Don't forget GV as well all - I'm in IPII/WEGI/GV - GV still is fairly sound as a company and expanded operations west. They were up to $3 repairing Katrina cat 1 damage in Florida...now with much greater working range and price 75% lower??? Barely up 10% and it will get picked up as others look for the laggards.
in WEGI IPII GV...they are all doing well - IPII been kicking ass thanks to its low float - could even see $10 there by the end of the week. GV just starting to get play now - they have expanded operations west and it could be serious payoff for them as well. WEGI not as stable as it was during Katrina (pinks and all), but they do have new offices in Florida and inland from New Orleans (current target puts up to cat 4 with New Orleans/Mobile landfall) - they will also get tons of action with this I think
IPII WEGI GV CAV NSMG etc - continued in play - several models now showing Gustov looking to hit New Orleans Mobile area up to category 4 winds...all hurricane plays should be running hard for a while here
IPII just rocking from the list
thanks pinto...still plenty early IMH...just the flippers at the moment with no real vision of what 'could be'....I could see this being a 5-10 bagger - OS is only up 10m in 3 years (I believe float about 23m) and as mentioned, they now have offices in Louisiana & Florida (which they didn't have during Katrina) - they could see much more work spinoff now then they did then. 2 more days as we'd know for sure how much impact this will have on the states.
thanks blue - you've had some great bottom bounces too lately - keep up the great work...
First time in 3 years I've felt any of these were worth a play (besides short)...they are so beaten up, the gains COULD be stupid..I say IPII/WEGI would be the leaders
Obviously thou, this could track to Mexico instead, or break up considerably over mountains...another day or two will clear that up, but great plays for the risk takers right now
WEGI IPII GV CAV NSMG...as I mentioned blue, gotta pay attention to some of these hurricane plays - first real threat in 3 years and most are sitting 52 week lows...could be big mother gains out of this - upwards 500% for the pinky's IMH, 100-200% for big boards (IF US takes the brunt next week).
(click on L(21) and then FWD) - most reliable model here:
http://moe.met.fsu.edu/cgi-bin/gfdltc2.cgi?time=2008082606-gustav07l&field=Sea+Level+Pressure&hour=Animation
as well...
http://moe.met.fsu.edu/cgi-bin/gfdltc2.cgi?time=2008082606-gustav07l&field=Sea+Level+Pressure&hour=Animation
WEGI NSMG IPII GV CAV are a few of the main ones I like - this is the first real threat since 2005 and no longer is GV the only good play (benefit from minimal storms) - the GFDL has been the most reliable and is by far the most scary looking for track - click on L(21) then FWD to see in motion
http://moe.met.fsu.edu/cgi-bin/gfdltc2.cgi?time=2008082606-gustav07l&field=Sea+Level+Pressure&hour=Animation
Same with the HWRF
http://moe.met.fsu.edu/cgi-bin/gfdltc2.cgi?time=2008082606-gustav07l&field=Sea+Level+Pressure&hour=Animation
Really bad tracks as US are concerned and I think the plays above may very well see 100-500% returns in the next couple month
Don't forget also, since Katrina, WEGI has since opened up office also in Louisiana and Florida, and GV also has expanded their electrical component reach further west as well
http://www.goldfieldcorp.com/press/New%20Awards%20and%20Western%20Expansion%20-%20v.3.pdf
I think those two are the best positioned plays here, but IPII will also be huge because of low float if >cat3 hits
Still a little early, but this is where the big gains can come in if tracks do continue same path - + the downside is next to nothing as they were already at or near 52 week lows.
All mentioned are good plays long - 1 to 3 days if final track takes storm over mexico instead, 1 to 3 months if there is a major hit on US - some models show 4 hurricanes within a week as well with 1 of those also aiming at Florida.
It was the PR's after Katrina (week or two after) that really sent these flying in 2005...the builders likely more lag (IPII/CAV types). The pinks are more likely to jump on PR's sooner.
WEGI NSMG need to take a look at the hurricane plays (WEGI my favorite - ran up to 70's during Katrina and have since opened office much closer in Louisiana) - first real threat since 2005 - also GV IPII CAV as a few more big board - most of these are way beaten up and I think the % gains could be huge. Track still questionable (possible landfall as far west as mexico), but likely track at this stage heads for New Orleans so far
http://icons-pe.wunderground.com/data/images/at200807_5day.gif
WEGI NSMG need to take a look at the hurricane plays (WEGI my favorite - ran up to 70's during Katrina and have since opened office much closer in Louisiana) - first real threat since 2005 - also GV IPII CAV as a few more big board - most of these are way beaten up and I think the % gains could be huge. Track still questionable (possible landfall as far west as mexico), but likely track at this stage heads for New Orleans so far
http://icons-pe.wunderground.com/data/images/at200807_5day.gif
CSY - gotta get some of this China play - biggest sub $15 growth play out there - just reported 0.50 eps off 23.7m revenue - 42m in cash, net margins of 34%, no debt...killed estimates - I would anticipate close to $3 eps next year, and its under $15???? If it wasn't a bear market and manipulated because it's pretty thin, it would be fairly valued closer to $50...lets start with $20, go from there.
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Recently announced was the landmark decision passed by the Los Angeles City Council recently voted to ban plastic shopping bags from stores, beginning July 1, 2010. The council voted unanimously. Diamant Film is dedicated to respond to the growing demands of this swiftly evolving ecologically conscious market.
PHHM - got in this earlier today - great hurricane play - only manufactured home play in Texas under 10, filled with lots of shorts. Any sort of volume has been popping this hard and I think it could see double digits in the next week or so. Lots of damage reports coming in and I do think they could see spinoff from this. Just reported +tive earnings as well.