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Good to hear. I think we have a nice stock that should be expanding big with that new factory.
RX.V BIOYF Between Cysview and this new product and continued growth in other products the 2nd half of this year the growth will be up big I think. No to mention the relaunch of that product they had to recall. So basically they're going from 5 to 8 products.
WFCF That's good news. I think this stock has turned the corner to faster revenue growth. On their conference call they said they could start taking on bigger customers and make bigger acquisitions.
ANDR Check out this stock. It's about a $10 million market cap stock. Did $7 million net income last quarter. From the 10-k they had to pay off over $3 million in debt to start generating cash. Subsequent to the end of the year they added over $2 million in cash to the balance sheet. So I think they did over $5 million in net income for the 1st quarter. That would be $12 million in net income for a $10 million market cap stock. Now I don't think earnings are sustainable but they should show a net income in future quarters. This is more of a hold through earnings and sell for maybe a 50-100% profit trade. Their balance sheet should have about $7 million of net assets on it.
LM.V LMDCF Personally I was expecting a quarter of about .04 EPS and got .02 I know several others were expecting around .04-.05 range too. It's about 10x earnings so still pretty undervalued I think. I agree the 2nd half of this year and 1st half of next year should show some nice growth because of that global distribution agreement. I think the selloff was just missed expectations.
AKR.V AKRFF Ackroo Releases 2015 Financial Results. Good revenue growth but they need to complete the current private placement to really accelerate growth. http://finance.yahoo.com/news/ackroo-releases-2015-financial-results-120000216.html LM.V LMDCF Lingo Media Reports 2015 Financial Results. Decent quarter but not up to expectations. With that being said it's at 11x earnings and I expect significant growth in the 3rd and 4th quarters due to a worldwide distribution agreement just signed. http://finance.yahoo.com/news/lingo-media-reports-2015-financial-134321727.html
AKR.V AKRFF Ackroo Releases 2015 Financial Results. Good revenue growth but they need to complete the current private placement to really accelerate growth. http://finance.yahoo.com/news/ackroo-releases-2015-financial-results-120000216.html LM.V LMDCF Lingo Media Reports 2015 Financial Results. Decent quarter but not up to expectations. With that being said it's at 11x earnings and I expect significant growth in the 3rd and 4th quarters due to a worldwide distribution agreement just signed. http://finance.yahoo.com/news/lingo-media-reports-2015-financial-134321727.html
ASNB I ended up selling for a loss to move the money into other stocks. It does have potential to start posting nice quarters again with that radiology supply agreement or get bought out but I don't know how likely that is.
SYEV That's crazy. They fired the guy a while back now he's CEO again.
MPH.V MCUJF I agree this upcoming patent expiration shouldn't hurt revenue any. This stock is still very undervalued with fast growth.
OML.V OLNCF With all these big contracts they keep getting it wouldn't surprise me to see earnings grow faster than last years growth around 50%.
NTE.V NMGGF Very unique stock I took a position in. DD here. http://secretcaps.com/forums/topic/network-media-group/ http://secretcaps.com/equity-research-network-media-group/ http://veritasvatillum.com/2016/04/15/network-media-group-conference-call/
NTE.V NMGGF Very unique stock I took a position in. DD here. http://secretcaps.com/forums/topic/network-media-group/ http://secretcaps.com/equity-research-network-media-group/ http://veritasvatillum.com/2016/04/15/network-media-group-conference-call/
SCKT They will be able to uplist this quarter. Should happen around June according to management on the conference call. And we're going into the 2 seasonally strong quarters.
CZO.V CRPOF When they finish the new manufacturing space that will increase capacity by 5x. That should improve margins and increase revenue significantly. The 2 big customers are distributors. Still a bit of a problem but at least it's not 2 customers buying the products. Currency could be a issue starting in the current quarter. I haven't looked much into possible legal issues.
SCKT They said on the conference call they'll be able to uplist to Nasdaq this quarter. Said it'll probably be June before it can happen due to audits and responses from Nasdaq.
XPLR I used to own this stock. I ended up selling it to move money to other stocks. It should be trading at a high single digit PE going forward if they keep increasing revenue and maybe they can improve margins slightly. A good bit of their revenue is recurring which is nice. I like management over there as they were able to aquire Motion for a very small amount.
Here's some of my stocks that are at a low valuation. SMDM NTE.V/NMGGF OML.V/OLNCF ANDR
CZO.V CRPOF http://finance.yahoo.com/news/ceapro-inc-provides-2015-business-113500934.htmlLots of catalysts and it's already undervalued.
CZO.V CRPOF Ceapro Inc. Provides 2015 Business Highlights and 2016 Business Outlook. http://finance.yahoo.com/news/ceapro-inc-provides-2015-business-113500934.html
Earnings today. I'm pretty sure earnings will be good and they'll announce they can uplist after finishing the audit. I think this stock will attract some attention when it's on Nasdaq because of the fast earnings growth, good share structure and scaleability of the business.
This thing never wants to move. Fundamentals keep improving the share price goes nowhere. Hopefully they won't keep delaying this lawsuit. At least that warrant charge won't hit earnings as much going forward.
SCKT All they need to do is increase shareholders equity a little less than 700K then get the audit done. After that they're on Nasdaq. I really do like this stock. About 12x PE with high earnings growth. Good share structure with a good bit of recurring revenue.
Hopefully it is more. That was just based on they had to pay off $3 million in debt before generating cash. They added about $2 million in cash. So that's where my number came from but it could definitely be higher. Then after that they should have 2 more decently profitable quarters that will look good compared to some big net losses in those quarters last year. So going forward I think this stock is trading well below 1x earnings and below book value with a decent recurring revenue stream. I don't think I've seen a SEC filing stock ever be this undervalued just based on the numbers. Now of course this stock has a few problems. They don't do investor relations at all. And management doesn't own significant amounts of shares but I think they have enough incentive to care about the stock price. 1 director owns 926,000 shares and a decent amount of options. The CFO owns 102,000 shares with a significant amount of options. The CEO owns 344,000 shares with several million shares worth of options. They definitely care about boosting the stock price. So I'm not really worried about them wasting all that cash that's coming in.
ANDR They did about 7 million net income in the 4th quarter. Based on the 10-K I think they did about 5 million net income in the 1st quarter. So it's about 1x last 2 quarters net income right now. Maybe they can do 1-2 million net income per quarter after that based on recurring revenue. Add in the very good balance sheet and future settlements I think this stock may have about 200% upside.
ANDR They did about 7 million net income in the 4th quarter. Based on the 10-K I think they did about 5 million net income in the 1st quarter. So it's about 1x last 2 quarters net income right now. Maybe they can do 1-2 million net income per quarter after that based on recurring revenue. Add in the very good balance sheet and future settlements I think this stock may have about 200% upside.
Another nice partnership. http://www.stockhouse.com/news/press-releases/2016/04/11/gale-a-part-of-cengage-learning-and-lingo-media-enter-into-global-distribution They will be expanding to Europe Africa and the other parts of Asia they're not in yet.
LM.V LMDCF Gale, a Part of Cengage Learning, and Lingo Media Enter Into Global Distribution Partnership http://www.stockhouse.com/news/press-releases/2016/04/11/gale-a-part-of-cengage-learning-and-lingo-media-enter-into-global-distribution
LM.V LMDCF Gale, a Part of Cengage Learning, and Lingo Media Enter Into Global Distribution Partnership http://www.stockhouse.com/news/press-releases/2016/04/11/gale-a-part-of-cengage-learning-and-lingo-media-enter-into-global-distribution
SCKT Keep a watch on this one. It reports the 20th I think. If they have a good quarter which I believe they will after they audit the quarter they're uplisting to Nasdaq. So look for the quarterly report they just have to increase shareholders equity just under 700K and they can uplist. This one is a good high earnings growth company trading for about 11x earnings.
RX.V Nice win. 150k shares. If you got out at a high valuation you made at least mid 6 figures. I have some shares of that today. One of the top 2 or 3 highest quality microcaps I know of. I didn't get any of the upside though but I think this thing will compound over 20% for years going forward.
EUO.V EUCTF I believe you are right that there will be significant upside based on the royalties. They also completed that agriculture deal which could have some upside too.
I own 19 stocks and that's fully invested. Ranges from 2% to 9% each of my portfolio. I like to be in the 10-20 stocks range buy usually closer to 20. These are almost all microcap growth stocks.
BRM.V BIRMF 5x earnings. Not the best quarter revenue wise but they should be able to do more projects this summer.
MPH.V MCUJF Remember there are 2 drugs in the pipeline and a acquisition too. Now I believe the 2023 patent covers well over 70% of their sales if not more. When a competitor had supply issues the majority of the hospitals that used the product kept ordering. Generics are somewhat competitive but not competitive on quality or price. I think the generics would like to gain 10% of the market at 80% gross margins than half the market at 30% gross margins but I could be wrong on that.
ANDR Agreed it's very interesting. This should go up on this low valuation alone but if they add some basic investor relations and just issue 1 quarterly PR this stock could easily have 200% upside I think. If it does end up being $5 million net income for the 1st quarter this stock is only 1x last 2 quarters net income. I haven't seen a SEC filer be this cheap in a long time.
MPH.V MCUJF $1 Canadian Just under 6x earnings at current prices. Not bad for a healthcare stock with this type of revenue growth. This stock has potential 200% upside I think. Depending on the terms of the deal the Apicore acquisition could be highly accretive. Possibly boosting EPS by 25% or more. The option to acquire Apicore ends next July.
MPH.V MCUJF I'm long this stock and think it has some very high upside. I think it'll do about $1 EPS this year. Management has been saying the Apicore acquisition could be a huge positive for the company. Their main drug is cheaper(over half price) and just as good if not better than the competitions. Plus like SSK said they could have a ruling out that gives them a monopoly for 1 treatment area. Not to mention all the insider buying that's been happening. https://www.canadianinsider.com/company?menu_tickersearch=mph
ANDR 3x last years earnings. It's a patent licensing stock with a small money losing core business. They had to pay off about $3 million in debt to start generating cash from the patent settlements. As of March 24 they had added another $2 million in cash. So I think they made $5 million in net income in the 1st quarter. You can see from the filings they had 3 patent settlements with major large cap companies. This stock will have major licensing revenue going forward. And judging from the 10-K they plan on suing more companies. Keep in mind this thing is about $9 million market cap so if I'm right on the $5 million net income 1st quarter this thing will be at a PE of 2.
ANDR 3x last years earnings. It's a patent licensing stock with a small money losing core business. They had to pay off about $3 million in debt to start generating cash from the patent settlements. As of March 24 they had added another $2 million in cash. So I think they made $5 million in net income in the 1st quarter. You can see from the filings they had 3 patent settlements with major large cap companies. This stock will have major licensing revenue going forward. And judging from the 10-K they plan on suing more companies. Keep in mind this thing is about $9 million market cap so if I'm right on the $5 million net income 1st quarter this thing will be at a PE of 2.