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NTRZ got an "E" today too. A February PR said that sales of their new product exceeded expectations; but the late filing notice to the SEC indicated financial results would not be significantly different. So I guess thos sales increases won't hit the books until the next report. They've got some interesting products, so I'm looking for a good entry. The only drawback to me is the sales of their products....are they only available through direct sales, or are they available at retail stores too? Not much information on the website about their marketing plan, just the online order form. Ussually direct sales means better margins, but the profits aren't there yet with NTRZ.....and I'm just not framiliar enough with their marketing plan....is it a MLM, direct, or retail?
Thanks for the reply Gary. It's encouraging to know you still see the potential in BIPH. As you said, the story is a lot more clear than it was before. The SEC had some questions on BIPHs prospectus and BIPH filed 3 SB-2s to address the SECs comments. Just in case you didn't see this, I find this statement from page #44 of the April 14th SB-2 particularly encouraging.
"We are discussing with Boston Scientific potential changes to the scope of the second and third phases based on the results from the first phase. We are also discussing initiatives with other divisions of Boston Scientific which are outside the scope of the agreement. If Boston Scientific elects to proceed with additional phases under the agreement and such phases are completed and successful, or if one or more of our other initiatives being discussed with Boston Scientific proceeds, it may lead to a license for one or more of our technologies in the context of one or more product lines. We can make no assurances that we will be able to enter into any such license agreement. As part of this agreement, we have offered Boston Scientific a period of first right of negotiation for the application our technology to their product, extending through May 15, 2004."
BIPH appears to have lots of other irons in the fire too; but BSX is red hot right now because of their Taxus stent. ANPI, the company that liscenses BSX the drug coating tech. for that stent has a market cap of $2B on 2005 expected revenues of $114M...incredible....and I think Biophan could potentially have a much broader market reach if their MRI-safe coating thechnology can be validated by BSX.
Thanks again for sharing all your hard work Gary! I set an incredible goal to make 300% by April 1st in order to keep at this full time. I was a little late; but I made it thanks in large part to you, Catfish, and the other folks that contribute at the Microcap Kitchen. I don't know how you uncover so many incredible situations so early; but I'm glad to be able to watch and learn from you.
P.S.: As for the 300% goal, I'm not greedy, I'm just a little guy with a little capital...trying to maintain a modest lifestyle and get ahead of the game. Once I get ahead of the game...like having a year of mortgage payments in the bank and some capital to keep invested...I will dedticate some money and time to philanthropy....promise!
Right now, I'm just overjoyed not to have to return to the hazardous, toxic, and radiactive waste sites that used to be my work place :) Thanks again!
E-Trade added an "E" to the ticker in my portfolio and isn't giving me a quote; but I am getting it on Yahoo? Guess I need to give a call to E-Trade again....they aren't always the most penny-friendly brokerage from my experience.
CRKT (CRKTE) what happened to this one? I know the "E" indicates their late with financials; but why can't I even get a quote anywhere under either ticker? I don't have much on it; but it still dirties my portfolio view today.
Thanks for the reply.
Gary finds excellent entries...and I've had good luck holding his stocks long after he's done with them. GORX, INB, ESMC, are a few good examples. But it's always nice if he's there with you on it, mentioning it at the Kitchen, I believe Gary has quite a significant audience....probably better than most newsletters.
Catfish,
Do you follow BIPH? Could I ask you to get Gary's current sentiment on BIPH? He hasn't posted about it for a while. I believe his last post was in February, calling $1.05 a good re-entry point? There's been a lot of developments since then; but I haven't seen Gary post anything.
I have my own convictions about the company; but would value your of Gary's opinion of things.
There's obviously some dillution because of the new registration statement; but the SB-2's filed to get the registration statement approved also contain a lot more detailed information, which I summarised some in my post here yesterday.
Thanks.
Stewart,
It does hurt watching the slow attrition in PPS; I've got to agree with your analysis. I'm holding and actually got more yesterday @ $1.10 for my retirement account. Unfortunatley, I think you got in a little later than me; but I believe if that BSX news hits there could be a major gap we could miss by being on the sidelines. BSX has all of Wall Streets attention with their Taxus stent. If Biophan gets another joint-release with BSX I believe there will be a flood of new investors trying to get in. The last filing indicated there were only 360 shareholders of record, that's the least number I've seen in my days of reviewing filings (which is limited). BSX is only one of the irons in the fire too. There's also statements in those filing indicating Biophan has turned down an offer from one of the major pacemaker manufacturers to seek more favorable terms. Seams like they might be on the verge of something there too? That's not to mention all the other statements indicating less progressed conversations with prosthetic device manufacturers, photonic for neurological disorders, coatings for contrast agents, etc..
It's a good risk/reward situation IMO. I just hope the tides turn soon here.
BIPH had to go through three redrafts of their registration statement before the SEC approved it. Each version included more and more details about the non disclosure agreement with BSX. Here's some of the new details:
On September 25, 2003, we entered into a development agreement with Boston Scientific Corp., a biomedical device company. The purpose of this agreement is to establish a framework to explore the use of our technology to make one of Boston Scientific's products MRI safe and image compatible. The agreement contemplates three phases, to be completed over a period of seven months. The first phase has been completed and we have recorded $75,000 of revenues that we received for our services provided in the first phase. Boston Scientific has the right to elect to proceed with second and third phases. The aggregate development payments relating to the second and third phases if Boston Scientific elects to proceed with them is $225,000. We are discussing with Boston Scientific potential changes to the scope of the second and third phases based on the results from the first phase. We are also discussing initiatives with other divisions of Boston Scientific which are outside the scope of the agreement. If Boston Scientific elects to proceed with additional phases under the agreement and such phases are completed and successful, or if one or more of our other initiatives being discussed with Boston Scientific proceeds, it may lead to a license for one or more of our technologies in the context of one or more product lines. We can make no assurances that we will be able to enter into any such license agreement. As part of this agreement, we have offered Boston Scientific a period of first right of negotiation for the application our technology to their product, extending through May 15, 2004. Because of the limited payments potentially due to us under the agreement with Boston Scientific, the amount of our other resources and the commitment of SBI under the stock purchase agreement, we are not substantially dependent on the Boston Scientific agreement.
Cat I completely missed STKR. Even though you and Gary have been quite emphatic about STKR for the past few weeks; I just didn't see how earnings would have driven the stock. Hindsight tells me I should have at least bought a little. Oh well, you can't win them all!
You on the other hand, you came back from your spring training vacation and have been hitting them out of the park left and right :)
Don't give up posting your thoughts! There's at least a few of us that really appreciate your insights!
Cat I'm there with you in my cash position. We had some great runners in the past 2 weeks....I needed to cool the jets for a little while...unfortunately I got caught chasing MYMX Friday....but I'll hold it. If they can renegotiate their debt due on 6/30/04 they should make a good move....and if they can really land a strategic alliance with a major pharma they could make a huge move IMO.
They look a little like BOCX from the peripheral view...doing business in France, terrible cash position, etc. BUT I'm encouraged by the fact MYMX seams more focused on their business than promoting their stock. Insiders hold about 50% and haven't been selling, they aren't even putting out PRs, just 8ks to the SEC. BOCX was putting out PRs without the 8ks to the SEC? MYMX seams more like a real business turn around than a stock promotion. Hopefully they can pull it off.
P.S.: Thanks again for some great plays the past few weeks....I'm a lot more comfortable today than I was a few weeks ago! But I'm glad to say I've made more trading this year than I would in six months of my old job :) Ofcourse that's making a 300%+ gain YTD.
MYMX: MYMX broke its 200 DMA on this 8k issued Friday afternoon:
ITEM 5. OTHER EVENTS.
Mymetics Corp. and its French partner Protein'eXpert SA are proud to announce that recent work has positively demonstrated the biological functionality of the large scale, conformational mimicry between the gp41 HIV transmembrane protein and IL-2, a key protein sometimes referred to as "the immune system's conductor".
Mymetics is convinced that understanding the functionality of such large scale, conformational mimicry, which it first identified in 1997, opens the way to an original and innovative approach to developing vaccines against AIDS.
Mymetics Corp. and Protein'eXpert SA have been able to produce at low cost the synthetic, trimeric and soluble gp41 proteins used in such work and which we believe to be potential AIDS vaccine candidates.
Mymetics holds several patents and patent applications based on this discovery, which we believe to be reinforced and vindicated by the above referenced results.
This statement is from their 2/20/04 8k:
On January 9, 2004, the Board of Directors appointed Professor Marc Girard, DVM, D. Sc., former Head of the Laboratory of Molecular Virology at the Pasteur Institute in Paris (France), former Director of the European Research Center for Virology and Immunology (CERVI) in Lyon (France), former Head of the HIV Task Force at the French National Agency for AIDS Research (ANRS), Paris, former Director General of the Merieux Foundation in Lyon (France), former Chairman of the European Consortium for an HIV Vaccine (EuroVac), Brussels, as Head of Vaccines Development, effective January 15, 2004 on a 50%, part time basis.
This statement is from Mymetics quarterly report filed 3/30/04:
Initiation of partnership discussion with pharmaceutical companies, all world leaders in the respective human or veterinary vaccine related (AIDS) fields. [DISCUSSIONS WITH THREE SUCH POTENTIAL PARTNERS WILL BE CONDITIONNED BY THE INITIAL RESULTS FROM OUR RECENTLY INITIATED SCIENTIFIC TRIALS, SOME OF WHICH COULD HAVE BEEN COMPLETED LONG BEFORE JULY 31, 2003]
As of March 18, 2004, there were 59,394,454 shares outstanding. 80,000,000 authorized. Insiders control approximately 50% of the current OS. At Friday's closing PPS of $0.25 the market cap was $15,000,000
This is all incredibly possitive stuff, so why isn't the company worth a little more that $15,000,000? Because there's several risk factors characterized by this statement, also from the last quarterly report:
Despite limited means and impressive hurdles to overcome, we have been able since July 31, 2003 to graduate from an assured crash to a (still) bumpy ride. In more practical terms, we have been able to (i) attract four new investors, (ii) remove all immediate threats of bankruptcy or forced liquidation, (iii) normalize our relations with our critical suppliers of scientific or corporate services, (iv) launch critical scientific tests aimed at reinforcing our position in the discussions we have initiated with certain pharmaceutical companies, (v) gain reasonable assurance that results will be encouraging, never forgetting however that biology remains a complex and largely unpredictable science, and (vi) applied for grants from public and private donors.
We intend to devote in the future more time and efforts to grant applications (which are very time consuming), as such sources of funds are non dilutive by essence. We believe that our chances of obtaining such funds in a reasonable time span are high enough to continue justifying our directors' and officers' efforts and personal sacrifices.
Despite our efforts and achievements, we have no reasonable hope to be able to reimburse the Euro 3.2 million credit facility due to MFC Bank on or before its present due date of June 30, 2004, and have no assurance that MFC Bank will accept to renegotiate it on terms acceptable to us.
THERE'S OBVIOUSLY SOME SIGNIFICANT RISKS REMAINING HERE, SO INVEST ACCORDINGLY!!
Don't put all your eggs in one basket. I put about 3% of my eggs in the basket for the longshot.
Thanks Gary for finding this one!
King Stuki re: BIPH.ob. I've been holding all my shares from $0.40 and haven't let go of any yet. I believe BIPH will prove to be good stock to hold for the long-term gains column. BIPH is currently in a quiet period awaiting SEC approval of their registration statement....so news items have been thin lately. They've filed 3 SB-2s since the filing of their RegDex to clear up issues with the SEC. Since they've been in the quiet period they've been allowed six more patents from the USPTO, two of which have been announced....I would expect the others to be announced once they are out of the quiet period?
Furthermore, the latest SB-2 included these additional details about their partenership with BSX:
On September 25, 2003, we entered into a development agreement with Boston Scientific Corp., a biomedical device company. The purpose of this agreement is to establish a framework to explore the use of our technology to make one of Boston Scientific's products MRI safe and image compatible. The agreement contemplates three phases, to be completed over a period of seven months. The first phase has been completed and we have recorded $75,000 of revenues that we received for our services provided in the first phase. Boston Scientific has the right to elect to proceed with second and third phases. The aggregate development payments relating to the second and third phases if Boston Scientific elects to proceed with them is $225,000. We are discussing with Boston Scientific potential changes to the scope of the second and third phases based on the results from the first phase. We are also discussing initiatives with other divisions of Boston Scientific which are outside the scope of the agreement. If Boston Scientific elects to proceed with additional phases under the agreement and such phases are completed and successful, or if one or more of our other initiatives being discussed with Boston Scientific proceeds, it may lead to a license for one or more of our technologies in the context of one or more product lines. We can make no assurances that we will be able to enter into any such license agreement. As part of this agreement, we have offered Boston Scientific a period of first right of negotiation for the application our technology to their product, extending through May 15, 2004. Because of the limited payments potentially due to us under the agreement with Boston Scientific, the amount of our other resources and the commitment of SBI under the stock purchase agreement, we are not substantially dependent on the Boston Scientific agreement.
So this would lead me to believe we should know more in a month or less about the BSX relationship.....and if Boston Scientifics taxus stent gets mentioned in a joint PR from BIPH ansd BSX I can't even imagine how the market would bid up BIPH.
Nothing is certain; but if you read the SB-2 BIPH has several irons in the fire....and I believe patience will be rewarded there.
Good luck!
Catfish your volume alerts have been priceless the past few weeks! BOCX, SEHO, SSPI all did very well. I can't tell you how much I appreciate it! I held all my SSPI and let go of it in the $4.80s today. I am still holding all my SEHO because their 10k is due this week. Also I believe Gary said a he talked to SEHO and there should be news after the reoprt is out.
Thanks so much! Just two weeks ago I was begining to despair that I couldn't make my goals to make a living at this. But the past two weeks with BOCX, SEHO, and SSPI have been very good...and I'm back on top of the game now.....thanks to the great advice from you and Gary!
SEHO volume 5x average before noon.....looks like the fun is just begining. The 10k is due out this week and homeland security stocks are hot now. SEHO is a cheap play still with a market cap less than 10M.
Thanks for another great early warning Catfish, I loaded up on Friday.
Cat you have to take profits while you have them. I'm just learning this now that I'm trying to make a living at trading. When this wasn't my primary source of income, I used to like to "seed" and hold "free" shares for the long run.
Now I only "seed" in my IRA. The only exception is BIPH. BIPH has some great support and I feel relatively safe keeping some funds parked there. I really do believe BIPH will have some significant news once their registration statement is approved...I hope? Their SEC filings are littered with "non-disclosure" agreements...I have to believe one of them will materialize into something sometime soon.
In other news, I'm sure glad I got my money out of BOCX before it was halted today. I hope that works out okay for current shareholders. I didn't see any red flags when I searched the backgrounds of the BOD, actually I was encouraged by what I found. I'm just glad I'm out, I've been on the loosing side of a halted stock once before and it's not fun. That news will probably hurt PKTX and IXS.V too.
Have a good long weekend...and a good Easter too!
....and as always, thanks for the guidance you give on this board.
Thanks for the response Cat.
I've been in and out of SEHO waiting for it to break out one of these days; but hasn't happened yet. A guy on RB says he spoke to the CEO and SEHO is still in the bomb detection game too. They're attempting to put some funding together to accelerate development apparently? If they could get some solid developments there SEHO could make a nice move.
http://ragingbull.lycos.com/mboard/boards.cgi?board=SEHO&read=335
I'm in SSPI....cat are you still in? The volume Tuesday convinced me that someone wanted in for some reason? Volume has tailed off a little now; but is still significantly above average with support around $1.30.
I moved some BOCX profits to UGHO too. I agree with Gary, everyone is looking for the next TASR and UGHO might have it?
Also got back in SEHO, some day it will break out of this range, hopefully sooner than later.
Just heard an analyst on CNBC, Kudlow & Kramer plug ADGO.ob. Geoff Johnson from Catamount....I hope no one heard it....or they can't find it down here on the OTC....I've been waiting for an account transfer to post so I could buy some ADGO.ob.
Catfish thanks for BOCX volume alert on SI Microcap Kitchen last week! I was holding some "free" shares since last fall; but decided to buy more when you posted the volume alert last week! The week ahead looks like it could be a fun one!
P.S.: My wife is staying near hospital George Pompideau in Paris right now. She's there on business for a pharmaceutical company. I was going to ask her to go dumpster diving for info. at the hospital; but I guess we don't need to with this news out :)
Wooohooo! Thank you!
BOCX volume heavy today. It's been quite a while since the French hospital began trying their cancer detection kits, maybe results are coming soon?
I placed an order to add to my holdings today.
SI is back up; but don't be strangers over here guys! Some of us are just too cheap to pay SI :)
There would be a lot of irritated subscribers (and watchers) if SI just disapeared from the net.
As a Microcap Kitchen watcher, I'd be challenged to continue my successful trading and investing without your ideas!
I have no idea about subscription numbers for SI or I-hub. Because SI is a paid service, their's are probably the only number that wouldn't be distorted by inactive users (and users with multiple aliases).
Thanks again for sharing your hard work and good luck!
Biophan (BIPH) news today: "Frost & Sullivan Honors Biophan Technologies for its Nanomagnetic Coating"
This is a pretty strong endorsement for Biophan. Chart looks really good for a move to IMO.
SAN FRANCISCO--(BUSINESS WIRE)--March 25, 2004--Frost & Sullivan recognized Biophan Technologies Inc. (OTCBB:BIPH - News) with the 2004 Excellence in Medical Imaging Technology of the Year Award at last night's Global Excellence in Medical Devices Awards Banquet.
ADVERTISEMENT
Frost & Sullivan presents the Excellence in Medical Imaging Technology of the Year Award to the company that has pioneered the development and introduction of an innovative product that has brought about a significant shift in market adoption, initiation of a new trend, and eventually, a change in the competitive landscape.
Biophan's nanoparticle-based biomedical coating significantly reduces tissue damage, interference in image quality, and other problems caused by medical implants during magnetic resonance imaging (MRI) scan, greatly benefiting patients using medical implants such as cardiac pacemakers.
Nanomagnetic coating shields the strong electromagnetic (EM) radio waves that are generated when the EM fields created during MRI scan interact with interventional and implanted medical devices. Without such shielding, the EM fields could induce high current to heat the metal implants and damage tissues surrounding them, which could prove fatal. Effectively, this novel coating has made medical implants 'MRI-safe.'
Other medical devices such as guide wires, catheter, and endoscopes can also utilize nanomagnetic coatings for shielding. The benefits of real-time MRI can be realized with the application of nano-coated guide wires in surgical procedures. Additionally, these coatings are useful in creating an MRI signal that would otherwise be invisible to MR imaging.
In addition to coating capabilities, these nanomaterials can also be employed as MRI contrast agents that highlight specific tissues that may be infected or malfunctioning. The materials assist in enhancing the accuracy of diagnosis for different types of cancers and genetic abnormalities.
Biophan's uniqueness lies in its ability to offer customized nanomagnetic coatings based on end users' need and application.
"Uniquely, Biophan seeks to position itself as a service provider to other prominent partners in the medical devices sector rather than manufacturing medical devices itself," notes Giridhar Rao, industry analyst with Frost & Sullivan. "Biophan's commitment toward research and development is clearly evident from the fact that it already possesses four issued patents and has more than 50 pending clearance. These developments indicate the potential and attractiveness of Biophan's technology to other medical technology providers," Rao adds.
Held in San Francisco, the Frost & Sullivan banquet honored world-class companies for outstanding performance and achievements in the medical devices segment. An annual event, the banquet recognizes the quality and merit of distinguished individuals and companies.
About Biophan Technologies Inc.
Located in West Henrietta, N.Y., Biophan develops and markets cutting-edge technologies that are used while manufacturing biomedical devices such as cardiac pacemakers, and surgical and diagnostic tools. Particularly, its latest offering -- nanomagnetic coating -- has immensely enhanced the safety of MRI scans. Committed to growth through innovation and developmental leadership, Biophan and its licensors have four U.S. patents and over 50 patents pending in high-potential areas including nanomagnetic particle coatings, radio frequency filters, polymer composites, and photonics. Armed with unique technologies and patents, Biophan is well on its way to achieve the goal of making all biomedical devices safe and MRI-compatible. For more information, please visit www.biophan.com.
About Frost & Sullivan
Founded in 1961, Frost & Sullivan is recognized as a global leader in growth consulting. Frost & Sullivan Awards are presented to companies that demonstrate excellence in their industry, commending the diligence, commitment, and innovative business strategies required to advance in the global marketplace. Frost & Sullivan rigorously analyzes specific criteria to determine award recipients in a vast variety of market industries and landscapes. For further information, visit www.frost.com.
http://biz.yahoo.com/bw/040325/255064_1.html.
Unknown, do you know anything about this company. Looks like potential competition, or a possible acquisition target?
Nanobiomagnetics....presenting at the Nanotech conference with BIPH?
http://www.nanobmi.com/pages/5/index.htm
I'm going to e-mail Biophan and ask if Nanobiomagnetics cardiac technology is a competing technology with BIPH.
Thanks again!
Bob thanks for the update on MDPA. I read your post on your RB Value Microcaps board last week and appreciated the detailed information from your discussion with Mike Earley. I agree some top line growth would help the P/E and PPS grow. But I also think (considering it's current price) it could move upward with the market, if the market can find a little more optomism.
Stewart,
Good to see you here!
DCTH is having a strong day again today. There should be more frequent news from the company as they expand their PIII trial to new hospitals. I would have to believe that institutions have been behind the recent strength in DCTH. Legg Mason and Fleet Boston had small positions of about 5k at the end of 2003, hopefully they're increasing their positions now? What would really set DCTH off is a partnership with a large, established medical device company (BSX, MDT, etc.). Hopefully this will come eventually.
BIPH is currently in a quiet period, awaiting SEC approval of a registration statement filed Feb. 25th, which should be complete soon. I'm looking to accumulate more BIPH before the quiet period ends. Medtronic said in an investor presentation they intend to have a MRI-compatible pacemaker by 2005. BIPH said in an SEC filing they have been presented with an offer for "exclusive-liscensing" of their pacemaker technology. I speculate that there is a connection here....and the registration statement could possibly be a factor too? It's just speculation; but there's some strong relationships here IMO.
I have no experience with ADL. From a quick look, nothing is jumping out at me there. The financing on January 12, below the market price is a little discouraging to me. I don't see nay major distribution or research partners on their website....these are the things I look for on speculative med. device and pharmaceutical plays. Still could be a good play; but I'm not sure what diferentiates it.
Catfish, I learned the same lesson about averaging down; but on different stocks. I lost a ton. I still have massive looses in my portfolio that I'm finally begining to wash away. I never average down anymore, unless I have really strong convictions about the situation. I actually average up more often now....and am considering averaging up on DCTH and BIPH soon.
I've made some money last few week by buying put options on some NASDAQ tech. stocks right before they release their earnings reports. The recent trend has shown mid-cap tech. stocks being sold off on earnings, practically regardless of their results. WFII, SEAC, IDCC, and lots of others. One I'm looking at for next week is TIBX reporting earnings Wednesday after the close; but I haven't bought my puts yet.
Do you ever trade options? I haven't heard much discussion about options strategies on these boards; but these are some of the best money making opportunites in the market. I made a triple in IDCC puts in one day last week.
I also like to buy long-term call options on good growth and value stocks.
I only use about 5-10% of my portfolio on options; but sometimes this is the hardest working money I have, if I make the right call.
I bought some ESIM before the close today. The earnings report is due Monday before the open. Yes, I only bought 1,000 shares (the only trade for the day).
Catfish, from your post on SI about paying 25k in commissions, you should know you pay more in commission than I have in my portfolio....I'll catch up to you some day :)
I don't own TREK yet, like you, I'm waiting for lower prices. I've got some cash on the sidelines waiting for a good opportunity.
I've been buying put options on NASDAQ earnings releases for some good returns lately....just a little gambling money; but it's growing quickly :) IDCC was a good one.....I'm searching out the next one now.
DCTH had a delayed reaction to yesterdays news, then closed up 17% today. A little wierd; but glad I own it!
Gilead must be happy with the dcthz!
Thank you unknown. I realize I was just complaining last week about all the clutter at the of this message board. But now I realize I should have been doing more reading and less talking. :) Thanks for your efforts to consolidate all this great information!
Unknown your DD is great! But you never told us Wilson Greatbatch had a NYSE company in his name! Did you know this? It's all over CNBC this morning....they're halted along with Medtronic, St. Jude, and Guidant being halted until the FDA reports results of a defibulator trial:
http://biz.yahoo.com/rc/040308/health_devices_1.html
This lends a ton of credibility to BIPH IMO.
Biophan has the inventor of the first pacemaker on the BOD and holds rights to many of Dr. Greatbatch's patents. Until this morning, I had no idea Wilson had his own NYSE listed company. This lends a whole lot of credibility to BIPH IMO. BIPHs SEC filings are full of statements about "non-disclosure" agreements between them and "major medical device manufacturers".....I had no idea BIPH had a board member with a "major medical device manufacturer" named after him!
http://biz.yahoo.com/rc/040308/health_devices_1.html
Please, cut down the intro. on this board...it is a little annoying to have to page down for 5 minutes before getting to the posts.
Updated list of upcoming earnings:
March 4, 2004: DAOU.ob
Early March: EACC.ob,
On or before March 23, 2004: MCTL.ob
Late March- APES.ob, ADGO.ob, DAAT.ob, ,DPRI.ob, DSCI.ob, LRDI.ob, NEGI.ob, OISI.ob, NRMS.ob, INFD.ob, WPCS.ob, ZNCM.ob, PLCC, ULTR.ob, CHAR.ob, ELST.ob, LENF.ob, BLLI.ob
Early April- AOBO.ob, EYDY.ob, MDPA.ob, TLNT.ob, and WIRX.ob
Catfish I just dug through my lists, which are primarily composed of stocks I found through Gary, hweb, and Bob. I wanted to compile a list of upcoming earnings reports that might be worth watching. I actually don't have positions in most of these companies yet; but I wanted to create an earnings report timeline to work off of for the next couple of weeks.
I need to make about 100% on my portfolio by the end of March to meet my first "milestone". At that milestone I need to pull some profits out to live off of. If I don't meet the milestone, my wife's sending me back to work. So I decided to get a little organized here to get agressive over the next month....and hopefully meet my goal.
Over the past few weeks, I've tried playing options on NASDAQ stocks to propell my portfolio....and I made some really dumb mistakes....almost had my milestone in hand....but got greedy the day before February options expirations...and lost big.
So now it's back to my comfort zone in microcaps....but with a more aggressive money management strategy than I typically use. I need to trade more often and not hold so many idle losses.
Here's some companies with upcoming earnings reports that I've been evaluating for potential earnings bounces. Some are values already, others are potential turn-arounds (in progress), and some have shown a solid trend of jumping for past reports. This is just a rough list I've got from reviewing Gary and hweb stocks. Feel free to make any additions, comments, or constructive critiscism. Approximate dates based on last years reporting date:
March 4, 2004: DAOU.ob
Early March: EACC.ob,
On or before March 23, 2004: MCTL.ob
Late March- APES.ob, DAAT.ob, ,DPRI.ob, DSCI.ob, LRDI.ob, NEGI.ob, OISI.ob, NRMS.ob, INFD.ob, WPCS.ob, ZNCM.ob,
Early April- AOBO.ob, MDPA.ob, and TLNT.ob
CRKT does have patents on their manufacturing proccess for their cooling fins.
CRKT.ob: I think I would wait for them to get the next quarterly report out of the way before I buy anymore. They have better margins on their computer cooling fins than the "set-top boxes". Supposedly sales of the cooling fins are ramping up, improving groos margins. Their agreement to sell the set-top boxes hasn't panned-out as of yet...as far as I can tell.
The speculative part of my portfolio has stung me lately.....so I'm looking for upcoming earnings reports to play. So far, these are the ones I've dug up, that I that I think might be worth a closer look. Approximate dates based on last year:
Early March: EACC.ob,
Late March- APES.ob, DAAT.ob, ,DPRI.ob, DSCI.ob, LRDI.ob, MCTL.ob, NEGI.ob, OISI.ob, NRMS.ob
Early April- AOBO.ob, MDPA.ob, and TLNT.ob
AVII has options!!! I'm reading up on this one now...thanks!
gilead I worked 7 years as an environmental consultant for one of the 5 biggest federal gov't. contractors.
The industry is riddled with liability and lawsuit issues......competition is heavy...lots of companies bidding unrealistically low (or "buying") commercial contracts. Margins will stay razor thin IMO....and lots of risks of regulatory, legal, and employee issues.
I believe the industry is now in a cycle that a macro economist might call "competitive exclusion"....like the airlines in the late 1980s.