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Re: Chas42va Post# 21888
Last qtr sales grew 203. % y/y and 50% q/q to $12 mil for the qtr
Or $48 mil annualized
Anticipated this current qtr sales at $16 mil or $64 mil annualized
At 13 times Price to Sales estimated price per share would be
$9.14 per share or a double from current price in the next 30-60 days—
Time to get on board this train before it leaves the station!!!
Last qtr sales grew 203. % y/y and 50% q/q to $12 mil for the qtr
Or $48 mil annualized
Anticipated this current qtr sales at $16 mil or $64 mil annualized
At 13 times Price to Sales estimated price per share would be
$9.14 per share or a double from current price in the next 30-60 days—
Time to get on board this train before it leaves the station!!!
Here are some key fundamental facts cvsi vs cgc
CVSI. CGC. Cgc 8/27
TTM Sales/Rev. 33 million 89 million 89 mil
Shares OS. 91 mil. 305 mil ( after 105 mil purchased)
$Price per sh. 4.94. 38. 46
Market Cap. $450 Mil. $11.6 Bil $14 Bil
At time of buyout
Price to Sales Ratio 13.6. 130.3. 157.3
(MC/Sales)
If CVS is valued at the same price to sales ratio as CGC ( at time of buyout)see below the projected values based on 130.3
Projected Price/sh $44.9
Projected MC. $4.1 Bil
CVSI already has real sales and fundamentals
Sent from my iPad
Do you know the difference between a LAWYER and a CATFISH?
One is a scum-sucking bottom dweller.
The other is a fish
Keep this in mind
You can sue anybody about anything whether it’s true or not
Long CVSI
Good articles supporting CVSl and showing exposure for Citron
Maybe CVSI Will be there downfall for trading in the US Market!!
Any lawyers out there that can confirm if Citron stated a libelous stmt by writing
“CVSI misrepresentation by management “
and which in turn created $ .5 Billion in market cap loss in a few hours and if it could possibly be sued by the company and shareholders for those losses
Great thought
If you’re able to put it on the board and you’ll get lots of follow through
Thanks for the good article
Very nice
As of July 23 we were only selling for about two dollars ps
Thanks but they qualify to list with theNASDAQ as long as share price is above $4 - which it is ??
I believe they probably would prefer to be listed. with NASDAQ and May go in that direction with their recent price surge. As of July 23 they were much lower price
How long does it take to get listed on Nasdaq? Probably mid to end of August to complete - see google search below
While it generally takes four to six weeks to process a listing application, this time frame is variable and may be shortened considerably, if the application raises no issues and the company responds quickly to Staff comments. Week 1.
SYM*****# of subs ****GRowth *****Mkt cap. ****Price per sh
NFLX ***125 million. **5 mil. 4%. ***$152 B. ******$ 350
IQ. *******66 million. ***28 mil 74% **$ $20 B. *****$29
IQ is a SCREAMING BUY
IQ is the Netflix of China and is valued much less with much higher growth potential than NFLX
# of subs GRowth Mkt cap. Price per sh
NFLX 125 million. 5 mil. 4%. $152 B. $ 350
IQ. 66 million. 28 mil 74% $ $20 B. $. $29
Prior
Qtr Subs.
Nflx. 120 mil
IQ. 38 mil.
Huge growth for IQ will translate into huge price growth just like you did earlier on for Netflix
Crush the Shorts!!!!
Tesla should go private
Given the environment of the US pushing for IP protection
AMSC management was totally inadequate For a settlement of only $60 million on a $1 billion tab( I.e. six cents on the dollar)
They should’ve also negotiated for futuresales from China Sinocal then that settlement would’ve been OK
AMSC Transcript from most recent conference call—
Key date is July 6,2018 for intellectual property (IP) law suit
See below
——————————————————————————————-
Philip Shen, ROTH Capital Partners - Analyst [8]
--------------------------------------------------------------------------------
Great, thanks, Dan. One other quick question on Sinovel and then I'll pass it on. I know it sounds like it may be delayed another month, the hearing. Does that mean the date now is July 6 or does that mean the date is now in August?
And can you talk through the scenarios of what the possible sentencing could be? After sentencing is concluded what are the scenarios that could be -- that could play out for you guys? And I'm guessing it's tough to ascribe probabilities, but insofar as you can help us understand (multiple speakers).
--------------------------------------------------------------------------------
Dan McGahn, American Superconductor Corp. - President & CEO [9]
--------------------------------------------------------------------------------
(Multiple speakers) at this point and try to give people comfort on what we know and what we understand. So in regards to the date, I think it's public. And we tended to not really announce the dates and stuff for this case because it's not our case, just so people understand that on the call because it's a US Department of Justice case.
We aren't really pretty to the behind-the-scenes dealings between the prosecution and the defense. We are the victim and we are a witness. So information flow to us is at best limited. So my understanding is that the date that was June 6 is now July 6. And the reasoning that was given from the court was it was because of the scheduling of the court. So my understanding is I guess the judge had a conflict on June 6 so they moved it out to July 6.
Our understanding on what should happen is the sentencing should include a fine and it should include restitution direction to us. I think that once a number is established, whatever that number might be, it gives a clear endpoint for the US government and the Chinese government to understand what the damages are. Having two criminal convictions, having a US case conviction under this current administration I think bodes well.
There is a lot of these trade issues that are out there. We are front and center as part of that. In many ways we have become the poster child for intellectual property theft in regards to China. As part of this 301 action our understanding is the way that the administration has presented some of these trade issues to China is there is principally an issue over IP theft, and secondarily an issue over trade imbalance. And the idea is to use one to leverage the other.
There is a three letter company in China that they have sanctions and fines. I think today that company actually has a $1 billion fine against it, so there's some additional precedent being set that helps us. (Insert ZTE)
Our hope is that our four letter company ( Insert AMSC) gets restitution through this process. And I think the court setting a number makes a lot of our claims in China, the 1.2 billion in claims in China, hopefully not only vindicates the facts of the guilty verdict but also the claims of the damages and the value of the forced IP transfer. So hopefully that's helpful, Phil.
In Jan 2018 US DOJ
announced criminal conviction of Sinovel Wind Group of China in
Landmark Trade Secret Theft Case
AMSC has a lawsuit in Beijing highest technology court that’s over $1 billion dollars. It has gone through the process and it’s been about five years and a decision is near term
It is based on a Chinese company Sinoval inappropriate theft of AMSC IP technology that they had done business with for a number of years for wind technology.
This could be a good faith first start for China recognizing Technology patents of US companies
Hi Batman - thanks for the thought -
huge Volume again
when do you think an announcement might comeout?
Any sources in writing to create this Vol?
4,000,000+ Volume versus average of 150,000. -WOW
something is going on !!! no news
CORRECTION
85 million shares and $6 Billion dollars --WOW
On 11/30 TCI Bought 8.5 million shares of AABA FOR $.6 Billion dollars - they will be taking advantage of the new lower tax rates -yeah
"Not likely, Its known as deliberate planned obsolescence. "
Agree with your basic thought about planned obsolescence but it needs to last at least two years
rather than two days or two weeks:)
I think liquidmetal/ apple has some real opportunity to correct the situation--
Time will tell
Thanks for your comments Joshuaeyu
The case prob costs $30-$50 additional
or AAPL could just fix the back and front with liquid metal and build in Quality and performance for its customers for less cost and weight than stainless steel?
Another factor is the iphoneX glass is cracking much more than anticipated.
https://www.inverse.com/article/38143-iphone-x-reveals-crack-glass
This should tend to move the production towards liquid metal much sooner- maybe even a midyear change with our production ramp up
SUNW currently trades only at .38 price to sales ratio ( LT 1.0)
If you value this up-and-coming company at a very conservative 1 times sales it should be worth
$3.51 with a $78 mil Mkt cap vs ($1.37 and a $30 Mkt Cap)
Big Move Up forthcoming!!!
This currently trades only at 1.18 price to sales ratio.
If you value this up-and-coming company with accelerating growth at a reasonable 4 times sales it should be worth
.85 cents per share (vs .25 per sh) or $76 million market cap
Thanks for the excellent summary
Performance Alloys and Composites
Materion up ~10% Today
Net sales for Performance Alloys and Composites business in the third quarter of 2017 were $109.4 million compared to net sales of $103.7 million in the third quarter of 2016. Value-added sales were $90.6 million in the third quarter of 2017 compared to $87.2 million in the third quarter of 2016. The 4% year-over-year improvement in value-added sales was driven by new product sales and end market demand, particularly in the consumer electronics and industrial components end markets.
Operating profit for the third quarter of 2017 was $6.8 million. Excluding cost reduction efforts related to the closure of the service center in Fukaya, Japan, adjusted operating profit for the third quarter of 2017 was $7.0 million, or 8% of value-added sales, as compared to $4.4 million for the same period last year. The 59% year-over-year increase in adjusted operating profit is led by performance improvements across the business, new product sales growth, and an improved product mix.
Thanks Clietz for the info looks like their is some room to run before 3Q financials on 11/14
Ps I'm not sure what Research is implying
Clietz --Glad we were able to help and would appreciate some follow up information from you please
Since you're a Bond follower - would like to know IF and WHEN Bond puts the official sell out on LQMT -We had about 5 million shares trade yesterday – about 3 million higher than normal- as this will be a good buying opportunity
I think we will have revenue coming in 3Q and 4Q this year
Also someone theorized that Li would have great incentive to move some of his Eontec business to LQMT to diversify his holdings outside of China plus he owns about 50% of LQMT and he may make even more money for him and US by channeling toLQMT from his customer baseTSLA, Ford Liquid medical etc
Agree Totally
Amorphous Metals section is especially terrific and informative
Thanks Pay and Josh ---Long LQMT
This is the first time I've seen Eontec website ( mentions liquid metal) and it's been working with all the CE and automotive companies. Very impressive
EON shipping BMG to those companies today
It would appear the production/revenue at new LQMT facility will start after the open house
$8 million in sales for the first half 2017
consequently
$16 million in Annual Sales vs. .28 cents in Price is only 1.55 times P to S ratio
88 mil shs OS X .28= $24.6 Mkt cap/ $16 mil sales= 1.55 times
If you value CVSI at 4 time sales ( a fair ratio for a up and company and industry)
it would be worth $.72 a share
In my opinion, CVSI is a terrific buy right now- do your own due diligence
-what do you guys think??
IMG_66201.jpg
Apple Watch
hold onto your hats
liquid metal could be in there
Eontec is up about 2% to 12.25 :)