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UUU melting up, now +35% on huge volume...wish they all worked out this way!
UUU selling off again. Did you ever figure out why Q1 EPS were "kinda puny"?
Lol! You should write a book nelson...I bet you have a number of seasonal plays in which we'd be interested :)
Great call on PDEX, now up18%! My crystal ball says you're doing some "trimming" already?
Thanks jtomm!
I own a bunch of OMIC, RN...FWIW
TPST($9.27) now a 38-bagger today. Has a new GME been born today?
Very ironic since I saw "Dumb Money" last night...great movie.
TPST($5.91) now a 24-bagger! Thanks A-turd for not letting me short!
re BUKS: $200+K in free stock as "compensation for Mr. Edgar’s work in providing investor relations to the Company following the departure of Craig D Stewart in January 2023" seems VERY generous IMO...
Anybody watching TPST today? It's an 18-bagger so far...
They're a money-losing biotech and I wouldn't be surprised to see them take advantage of today's stock surge to do an offering AH today. At a price wayyyyyyy below the current $4.52. Unfortunately A-turd has no short shares for me...
Unfortunately not true, jtomm. That "trade" was dated 10/6 (last Friday); the big volume day was yesterday. Although not labeled as such, I believe that 300K shares is an option grant with a $.74/share strike price...
re BUKS: yeah, it looks like the Stewarts had about 2M shares left between them after the company bought back 5.8M from them at $.739/share on 7/28/23.
Since the stock traded about 1M shares yesterday, if it was the Stewarts selling, they have about a million left...we'll see...
Note that 3 other entities (Verdace Capital Mgt., Zeff Capital, and Joseph Daly) each have 7.5M, 7.5M, and 6.2M shares, respectively. I'm really hoping none of them are the source of the selling over the last 2 days!
SPCB up 90% today on volume of 33M already!
Time to dust off the Israeli stock list for other herd possibilities? MNDO and ELTK come to mind for me...
I miscalculated how much affect Higher Interest rates would affect the stock price on stocks
...exactly the point I was trying to make. Good luck on your recent purchases; looks like you're doubling-down on your interest-rate exposure to me...
CAG/GEN/OGN/AES/HASI/ELAN: massive debt-loads all...and serious percentage losses on your first purchases...
In retrospect, do you feel like you may have inadvertently/mistakenly made a bet on lower interest rates with these stocks?
SLRK($10) on sale; trailing EPS $4.17; tangible book $15.84/share
https://www.otcmarkets.com/stock/SLRK/news/Solera-National-Bancorp-Announces-Second-Quarter-2023-Financial-Results?id=409093
TRT($8.12) reports $.04 vs $.19; stock should sell off on those numbers IMO...great call...
https://www.otcmarkets.com/stock/TRT/news/story?e&id=2642646
There's no "Baseball Chat" in your post
re TRT: Singapore domicile opens the stock up to numerous Far East shenanigans. Also, their new EV power modules sound hype-able...
Thanks SSK
VASO($.34) printing 9-year high; SSK, how's the TA look on this one? TIA
GVP soaring 56% this morning....great call! Massive volume too; hearing anything behind the move?
Newly-minted bagholders in ARM and CART: both down about 25% from their highs....
and CSPI is down 35%!
re PSIX: glad to have you aboard, Mike
I know you made a big score on this one several years ago. Can you flesh out why the stock fell so far from its highs in 2013-2015? TIA
Pounding the table on PSIX($3)
I've been a buyer of Power Solutions International (PSIX) since they announced their Q1 results on 5/11/23. Q1 revenues surged to $116.5M (vs $98.9M), with EPS of $.16 vs a loss of $.11. I thought sure the stock would get a look after Q2 results were reported on 8/14/23, when the company reported Q2 revenues of $121.9M (vs $120.5M) and robust EPS of $.28 vs $.06. For the trailing 12 months ended 6/30/23, PSIX has revenues of roughly $500M and EPS of $.99, suggesting a trailing P/E of just 3.
PSIX has strung together 5 profitable quarters in a row as a renewed emphasis on margin expansion has proven quite successful.
Power Solutions International designs, engineers, manufactures and markets a broad range of advanced engines and power systems, powered by a wide variety of fuels such as natural gas, propane, biofuels, gasoline and diesel. Company end-markets include the power systems, industrial and transportation sectors. The company website is www.psiengines.com
The Q2 earnings PR is linked here: https://www.otcmarkets.com/stock/PSIX/news/story?e&id=2605727 I will note that the look-ahead commentary in the PR is decidedly cautious.
The big negative in PSIX story is debt, but the company's strong EBITDA cash flows are helping put a nice dent in the debt load this year: total debt at 6/23 was $190M vs $211M at 12/22. The other big negative (in my view) is that Weichai America Corp owns about 51% of the stock, and Weichai is owned by a Chinese company. I will note that my research indicates that Weichai paid about $8/share for their stake, so they are highly motivated to get the stock price up IMO. There are 3 other major shareholders with stakes of 10%, 11% and 14.6%. As a result I view PSIX as a low-float play as well; I estimate the float at approximately 5M shares.
In summary, $3/share is just too cheap for a half-billion dollar revenue company generating solid EPS and EBITDA on current operations.
No interest in PRPH($5.45), jtomm. While you view the CEO as "generally optimistic", I view him as too promotional and not very trustworthy. The stock could obviously work if they really gained traction in the genomics sector, but the progress there so far is not inspiring.
Great sale on CVS, SSK...well-played!
Congrats to your daughter and you, dad! Hopefully she was able to sidestep the higher education indoctri-nation...
SEAC cratering 39% pre-market on news they're "going dark"
Looks like a pretty constructive PR out on SRTS
I bought a few on a flyer into the CC
I still have all my AMMX($.248), but it's definitely on the long-term pile
Book value is solid at $.27/share, and they've had a steady stream of contract announcements the past few months. But I really didn't like them de-registering and Q1 results were weak.
Hoping for a rebound in Q2 results, probably out 8/15 when they hold their quarterly CC...
interesting...thanks Bmrboy
Amazing move on RMLFF...congrats! Can you summarize the bull case on this one? TIA
SGMA($4.18) flying pre-market on Q4 $.87 vs $.39 from continuing operations, book value north of $11
MSFT up 5+% in day?! That's a cool $135B boost to market cap...
FRD($14.23) printing all-time high! Got any left?
STLD report tomorrow will be very interesting vis-a-vis FRD...
so, just to clarify, humility is a hard no for you
wade, your managed portfolio needs to rise 64%(!) to get you back to EVEN in 2023
most people would show some humility in the face of the pummeling you've taken this year, just sayin'
Nice quarter for UUU($2.82), but....
sharply lower backlog ($2.38M vs $6.03M) suggests weak comps a'comin'
Thanks for your thoughts on BUKS, jtomm
I find it hard to believe that the Stewarts still don't have a major say on what happens at the company. It was their baby for so long that a clean break seems highly unlikely.
Nonetheless I believe things are moving in the right direction and I hold a nice chunk of stock.
I think they will sell off the casino some day, unlocking shareholder value for the rest of us...