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They had to pay off about $3 million in debt to start generating cash. They added about $2 million in cash to the balance sheet. So I think they did about $5 million in net income for the 1st quarter. That would put this under a PE of 2. Then you get a recurring revenue stream plus any new settlement money. And the balance sheet is good.
ANDR They had to pay off around $3 million in debt to start generating cash. They added $2 million I'm cash so they probably did about $5 million in earnings in the 1st quarter. This is huge.
Looks like a very undervalued stock here. Just over 4x earnings. Significant net income growth, margin expansion and recurring revenue growth. If they keep that up they could get close to .10 in EPS which is great for a .30 stock. There is significant seasonality but even with that and a PE of 10 would be a 200% gain. Now they have to keep executing but I think those digital downloads will drive further margin improvement with more predictable revenue.
That was a huge partnership that was announced. That company has billions in revenue and will be marketing and distributing LMs products.
Thanks for sharing that. That will help me out a lot.
Also if you don't already do this create a Yahoo Finance portfolio of your watchlist stocks so you can see all their recent filings and PRs. It works real good on U.S. stocks. It only picks up some Canadian PRs but not filings.
With Special Tax Suspended, Medical Device Firms Reap Big Savings. http://wamc.org/post/special-tax-suspended-medical-device-firms-reap-big-savings#stream/0 With the strategic review and the multi year supply agreement I'm willing to hold through 1 more quarter. It needs to return to profitability though or I'm selling.
VASO reports http://investorshub.advfn.com/boards/read_msg.aspx?message_id=121514669 $3.9 million net income last 2 quarters. If they can do $2 million net income over the next 2 quarters this will be trading at a PE of 4.
VASO Agreed it's a easy double I think with decent organic growth. Balance sheet is getting better too. Cash is up to $5 million now.
VASO If they can do just $2 million in net income over the next 2 quarters the PE will be 4. So cheap.
$OEE.V $MENXF Machine software. Average 300% ROI in 4 months. Leveraging Cisco and Mazaks sales force. 70% margins. $320 billion market. Several significant orders in negotiation. Huge scaleability for a $25 million market cap stock. In depth DD here. http://secretcaps.com/memex-highly-scalable-manufacturing-intelligence-softwares-300-irr-driving-significant-market-adoption/ http://secretcaps.com/secretcaps-exclusive-ceo-interview-with-david-mcphail-ceo-of-memex-inc-2/
$OEE.V $MENXF Machine software. Average 300% ROI in 4 months. Leveraging Cisco and Mazaks sales force. 70% margins. $320 billion market. Several significant orders in negotiation. Huge scaleability for a $25 million market cap stock. In depth DD here. http://secretcaps.com/memex-highly-scalable-manufacturing-intelligence-softwares-300-irr-driving-significant-market-adoption/ http://secretcaps.com/secretcaps-exclusive-ceo-interview-with-david-mcphail-ceo-of-memex-inc-2/
HTL.V HTLZF Investor Presentation http://www.hamiltonthorne.com/attachments/article/439/Company%20Overview%20Feb%202016%20Web.pdf 13x earnings. High margin recurring revenue. Huge operating leverage. According to the presentation they have a list of 50 potential acquisition targets. For a stock with $16 million market cap any accretive acquisition is significant. They have about $4 million in cash on their balance sheet.
HTL.V HTLZF Investor Presentation http://www.hamiltonthorne.com/attachments/article/439/Company%20Overview%20Feb%202016%20Web.pdf 13x earnings. High margin recurring revenue. Huge operating leverage. According to the presentation they have a list of 50 potential acquisition targets. For a stock with $16 million market cap any accretive acquisition is significant. They have about $4 million in cash on their balance sheet.
LEAT Well I didn't like the quarter much. However some sales normally in Q4 were in Q3 this year. They shipped the helmets in late Q4 and managed to do $1.4 million revenue of helmets. I'm holding until next quarter to see how the helmets do. I do think they will end up being their main product. If growth doesn't return in Q1 results though I'm selling the shares.
MTSL Lol people on Twitter were claiming this was sustainable. I lost some good money on this one won't ever touch it again. Any time management lies and says they just bought a massively profitable business and it turns out not even close I won't ever touch the same stock again.
SYEV I don't get that. Apparently they thought growth should've been 400% instead of a measley 200%. I've never seen anything like that.
OML.V OLNCF About 10x earnings growing earnings at around 50% a year. 70-80% of book value if you include the appreciated real estate assets. Just signed 3 multiyear multimillion contracts. Buying back about 5% of outstanding shares every year. Could get some orders and some hype with their track spikes at the olympics in August. They are improving margins every quarter. Excellent margins around 60%. Very good operating leverage.
OML.V OLNCF About 10x earnings growing earnings at around 50% a year. 70-80% of book value if you include the appreciated real estate assets. Just signed 3 multiyear multimillion contracts. Buying back about 5% of outstanding shares every year. Could get some orders and some hype with their track spikes at the olympics in August. They are improving margins every quarter. Excellent margins around 60%. Very good operating leverage.
NAII BORG is not done with the robotic selling.
Agreed the upside is much more likely to happen on a growing profitable biotech. Not near as likely on RLYP. Now TPNL is indeed speculative and I got burned when management was lying last year. However maybe they'll come in with a nice 4th quarter so you can make some money but I don't trust that company. Just a repeat of last years nice 4th quarter could give it a nice bump especially if the traders chase it up.
Wade I disagree on the unprofitable biotechs having more upside potential. I think profitable biotechs have just as much upside potential with much less downside potential. For example MCUJF is at 4-5x forward earnings growing revenue at over 200% year over year and over 40% sequentially. Now that pretty much has little downside with possible upside of 200% in say 12-18 months. Now I know it's an OTC and doesn't have millions in volume but with RLYP to be 2 years from profitability is a major hurdle for this stock. It'll either end up with a bunch more dilution or debt to get to eventual profitability. And comparing it's valuation to another company that's been bought out is not a good idea.
MTSL What a pile this stock is. One of my big investment mistakes last year. The numbers were messed up. Even worse the insiders bought a ton of stock and lost big. I'll be more careful with acquisitions until I see a quarter of numbers or unless the acquirer has a good history of accretive acquisitions.
BRM.V BIRMF Thanks for sharing. That's nice to see a fund loading. That fund manager is well respected in the investing world too. Agreed nice bid too.
Agreed it's the lawsuit and the general microcap market. Also the warrant charge isn't helping with anybody that only looks at net income. They never mention their tax assets either. I do tend to agree the main reason is the lawsuit though. I know several investors that would buy some if they didn't have the lawsuit. However this thing is very undervalued. I think it's worth $10 maybe more depending on how much in revenue they get from the NATO countries and how well the commercial market goes for them.
http://seekingalpha.com/article/3914776-tel-instrument-electronics-buyout-potential-horizon Nice article on TIK. I couldn't even think of anything else to add to this and I've been holding this stock for a year or so.
MPH.V MCUJF They did a 15 to 1 reverse split. I'm not sure if you factored that in or not. Still a good buy at these levels either way.
Jim Cramer is a hype guy. Not even to good at that as his parent companys stock has collapsed. I don't get why people would pay Trump all that money just for his name.
OML.V OLNCF They are negotiating 2 long term contracts although no potential dollar figures were named. Mike I believe I got the idea from you originally when I bought it last year. It's way more undervalued now than it was then plus it's down a little bit since then. The strategic review fizzled out so there's no potential sell but I believe this could be worth around $3. 80-90% of book with a low double digit PE and growing earnings at 50%. The only real negative would be that it's cyclical.
Interesting stock I put it on my watch list. Another stock with about the same book value discount and same type of growth is OML.V OLNCF. They're buying back shares at a good pace too. https://finance.yahoo.com/news/omni-lite-industries-reports-record-133000264.html
BIRMF I do think it will be a good investment but it is cyclical. I think clean tech will e a growth sector with that Paris Climate deal but it could be worth zero in a recession. However at 4x earnings the risk is worth the reward.
BRM.V BIRMF Basically trading at a PE of 4 with a huge backlog and huge growth. It's so undervalued.
MPH.V MCUJF Very undervalued. About 5x forward earnings and growing revenue at a huge clip. They should be able to do over .30 EPS this quarter and keep growing revenue and earnings going forward. It is mainly tied to 1 product right now so a PE of 10 would be fair I think.
He must have threatened to tackle them then stomp their legs if they didn't give him a board seat.
ASNB Agreed it's cheap at these levels. I think with that contract it could go past .50 within a year or so maybe less. That's a leader in a huge market doing business with ASNB which has a very small market cap of $7 million. Of course a buyout would probably get us to .50 or so too.
ASNB They have a strategic review out so somebody could know they're possibly getting acquired. They just signed that big multiyear supply agreement too. It's still undervalued I think.
Probably general market conditions and the fact it started right after new years. Personally I'm not in and the reason is many of my favorite stocks had less than $7,500 in volume. Most are very small stocks <50 million marketcap.
I have some AKR.V/AKRFF and some DAP.U/XPLT XPLT is risky due to the lawsuit I also like PNG.V but can't buy it because I can only buy stocks listed in the U.S. The only 1 I wouldn't consider buying is BZIC due to no audited financials.
I like management here. They have a good plan of low cost low scale mining and making milling fees. Consistent insider buying is a good thing. With the close of that option to acquire the rest of the Golden Chest Mine I think we have a big winner here. As long as gold stays above 1,000 I think it'll have nice upside. Pysical gold demand is up about 50% year over year I believe. The president of the company had 2 previous successful companies that were 100 baggers from low to high. If you would like to read a article on this company I found the idea after a investor I follow posted a article on his website. It's unusualstocks.net and you would need to put in a email address to get access. Happy New Year to you too. I think we have a winner here.