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Yep, i'm a complete dummass sometimes.
going to buy tmmrw hopefully around .32
malc
Had a .32 ask in all day with no love.
Please let me get some of these cheepies before they are a thing of the distant past....
Glen Bradford mentions it in a thestreet.com article and off we go again. damn glad i reloaded @.40 before that hit.
Holding LONG JADA here out. The future is bright if they can pull in an .08 EPS Q and nowhere near full operational capability or contracts.
malc.
IX - the only negative thing i have to say about B of A - M Lynch is that their research is often lagging, and sometimes their numbers dont match up to reality. It's a bit lame when you have to do your DD to check your DD for accuracy. have you noticed this as well?
malc
burp - thanks for the news. do you have a pos. in CNOA? I held on to mine while lots of others here dumped on the poor numbers last Q. its my impression that they are not importing any wine yet from the bellisimo vineyards they purchased high-dollar a few years back now it seems. is this correct? is this behind the bad numbers from last Q? now they are getting into blueberries and i wonder what they have planned for that vineyard...
malc
XBR - yes B of A - M Lynch is great for trading any kinda stock, they will give you a safe pass card and you can trade easily online anything you want w/o hassle or having to call and bitch to someone about a restricted trade. GL.
I'm still holding long and strong CPRK, but I don't think anyone here will get rich overnite - and granted JR mining stock is about as risky as they get (besides Pharmacrap)
STILL keeping the faith anyway. merry christmas, kwanzaa, hanukah and every other kinda faith to all you CPRK LONGS!
malc
MMRF. ok, this is just a china related play. but i think that is fair game on this board.
this has real potential and a simple search right here on IH will likely reveal that, granted, EMR's (electronic medical records) are a risky venture but this is the way that the future has to go for all us, China, US and otherwise...
the fact that Robert Lorsch is behind all of this and the deal with UNIS of the good ole PNC is also seemingly behind this makes this a solid play @ .10
the news of the final signing of the deals with UNIS will solidify and jump this position at least %50 or more on release -
after that the future is wide open - just look at the past record of Lorsch's companies - I'm riding with his track record, and in this case, another one of his longshot winners...
currently adding at this position as sometimes it looks to good to be true, like CKGT and SIAF
malc.
derek2000 - thanks for the site then, and i just signed up. i hope you dont tax me too bad, lol...
the site is a little shaky. are you still working on it?
malc
All of us here who own CNOA likely got in early ( mine are long @ .22 ) so at the current PPS i doubt we will see much tax loss selling there. If so, i'm buying... i still believe..
CCGY is a dog along with all the other over-hyped biodiesel plays like GU.
malc
Thanks for that link atco. didnt know about China+1. seems like a good site to keep abreast of.
however, i dont think that posting of Glen's was what he meant by writing an indepth article. and i think he said he was going to publish it on thestreet.com
i'll look there inna minute. i figured he would give us here a shout first.
malc
Does anyone know when Glen said he would alert us as to what stock he has chosen to write about???
I have to agree completely with joenatural on this one wisconsin. Biodiesel, whether in the US or China or anywhere, is problematic in the best case and the road to BK more likely IMO. Just take a quick look at the NYSE traded Gushan (GU) which was supposed to be China's biodiesel darling. Q3 09 they reported a 71% decrease in revenue resulting in a .14 loss for the Q. Of course they say they are still strong and looking forward to a future recovery - they all say that.
The brief history of biodiesel stocks is like reading about little big horn - a complete bloodbath. I wouldnt touch CCGY, especially with so many others with proven earnings and greater potential all over China. All IMO of course, i would shop on...
malc
Thanks harleyman. a quick look at the last 10-Q also shows XNYH with 4.4M in cash, or .22 a share.
Nine months thru 2009 reporting a .05 EPS
malc
Has just in time posted about his mill visit yesterday? if he did i missed it and sure am interested in his latest take on things... thanks
Glen. thanks for the little contest. fun.
and many many thanks for the early leads on big tyme 09 runners.
i hit the 10 bagger already with CKGT... and she's got lots of gas left.
My pick: XNYH
In 09 we had some real winners in exciting sectors like Cactus and Paper so...
The next logical choice is obviously Printing.
Trading @ .26 with a .66 BV and EPS of .09 it looks alot like little ole CKGT or OPII did this time last year. And the nice low O/S of 19.5M just makes it look even sweeter, uhmm, i mean greener...
With a new factory on the way this seems to me the kind of setup you like to see being revealed - a simple pure play with extreme PPS growth potential.
The emperor wears no clothes!!! malc stone.
JIT. i'm just one of many many CPRK longs who still believe that things might 'pan' out just fine. excuse the pun, but i just had to..
please update us on your impression after the visit be it good or bad.
of course i understand that you first have to evaluate your own personal positions and act first either way. i thank you for your time and effort and sharing with us.
malc.
Refueled on tuesday my JADA core position @ .40 after selling the other half last month @ .75
missed that earlier .90 cashout, but it's coming round again.
Got in long @ .23 this time last year and held strong. I'm going to accumulate more of a core position while this cheep holds up as it seems the rev and margins might hold consistent next Q even without any new contracts... but they are likely coming IMO with the high quality of jade from their secured mines.
45 trades today, volume way up for this little gem. VTKT up 34% last 10 days, 185% last 3 months. no recent news from the company and no longer under obligation to report regularly due to the low number of stockholders on record. hopefully that will change soon due to increased interest translating into increased transparency.
as i've preaching for weeks now, something big must be brewing IMO... malc.
Ha! the prayers might be tying up the board somewhere! thoughts are prayers, paul says pray incessantly.
jesus and buddha as brothers.
bought GSL long today @ 1.26
in regards to my earlier eps post i must admit those eps 09 numbers are off when taking into effect share restructuring and debt modification...
i was going on the Q numbers from my Banc o crap and M Lynch accounts research when i quoted that.
after the weekends DD i think the total eps for 09 may only be around .50 - there is alot of debt/share restructuring going on and i'm not privy to the details of all that.
still, it looks like a break even 09 after a dismal 08 and alot of forward potential going on.
malc.
Thanks. that is exactly what i was thinking after doing a weekend's DD on GSL. They seem to have great potential now that they survived some serious scathes, but i also realize this also has a serious risk potential too. G Soros bailed out at a loss and is basically only holding his warrants - this is a big Q? to me but i'm going with the gut anyway..
malc.
Thanks fernando. i thought it was a "related" in as how it has showed up here a time or two, and they have plenty of china shipping ventures.. i've been watching it since late last year and was waiting to see some pos. Q's leading towards a break-even 09 after a horrid 08. i saw your post regarding others growing faster - but i'm following my instinct now...
and if alot of other guys like me are liking this now too then i'm thinking this might move out of my buy price soon, which is right now.
I snagged up XNYH, TMI warrants and CHCG last week, all at cheep prices... sold off my BAC and AIB (great shiatian) positions for nice 3 and 4x gains respectfully and this was my intention all along when i bought them early and cheap. i wont post about GSL on this board anymore... don't want to disrespect in any way, and thnx for all the love around here..
malc.
CSP, your pix are hilarious. keep em' up. i think you've missed your true talent... perhaps youre going to retire soon and take up stand up comedy for your second life...
I'm pulling an anthony bourdain tmmrw myself and going "no reservations" on GSL long and strong tmmrw morning.
Opinions on GSL anyone??? thanks everyone, malc.
GSL. I just put it back on the watch list today. Does anyone here have a position and/or any guidance for Q4?
After a horrid 08, they seem to have rebounded nicely with around .83 eps so far thru 3rdQ.
I know most of you are keen on others before this play, but to me it seems like GSL is way way undervalued at today's price.
thanks to all for their input, malc.
solid gains and solid volume again today.
this is one stock that has only see one direction lately.
and no news of any sort for the last couple of months.
somebody is in the know, glad i'm already fully invested.
i might actually be able to retire one day with this and a couple of other solid emerging market picks.
If you look at the dow jones newswire 12/9 you will find all the answers. PG&E purchased a windfarm 5 miles away from WNDEF's windstar 120MW project, and when you crunch the numbers the 3.66M PG&E paid per MW the approx. value of the Windstar project alone is worth 439M, or $7, fully diluted, for this project alone...
Do some DD and you might also conclude that this is about to explode.. malc.
Better take a good look and read the cards.
It spells a $7 fully diluted BV for WNDEF once you consider the price PG&E just paid for the next door neighbors wind farm. And WNDEF already has PPA's for every single MW they will be producing in the cali/arizona area for the next 20 yrs. Perhaps PG&E will just want to buyout the windstar project straightaway instead. Ooh, that'd be just terrible....
Ahh, i see
Thats what I pretty much thought last week.
However like i said earlier i haven't bailed just yet.
What's your take kx - are you still holding or what?
I opted for XYNH earlier in the week. Got a small LONG position @ .22
Printing is not that exciting but neither is/was paper, cork, cactus, wastewater, etc...
GL everyone and happy kwanza... malc.
Hey Crapsguy -
Yikes, blasting my DD... lol... yes it leaves alot to be desired.
I'm still CPTC LONG, thats for sure. It just sounded like the rulings from the patent court were pretty bad, but if you say otherwise, great. I'm holding anyway, for the same basic reason as yourself, that the products are far superior to those on the market today.
Are you saying that you think they can change up the wording in some of the patent applications and still protect their ACCC wire from the ripoff from competitors? If thats the case, better yet.
I'm just waiting for the day they turn the corner for a positive Q.
malc
Yes sir you may. I put a limit on the sell order @ .011 to try to at least break even with the holding. it never got filled - i see a few got someone to bite at .013 but most of the action was just like boguso7 and tothe said, and others... back to the bottom and since its a small position i'll hold and watch from here.
yep, i'm still holding my whole 5 shares.
regarding CYXN, yes i see the dilution coming but i'm still reluctant to dump that whole (small) boat over either. i'm going to see what evolves between now and zen.
allow me to clarify myself in a personal sense to all on this board. I'm just a small construction biz owner with a couple of useless college degrees... all i know in the investing sense is that i have done 200% better than my wife in my SEP IRA and she even gets matching funds from the employer... lol.. she has barely recouped the losses from 08 still today, and they even changed brokerage, lol...
i'm just using the green and buddha force and loving all the love you guys also give everyone. keep up the faith...
malc.
Thanks fernando.
i need to be watching the daily trades when i get home and figure out who sold what it seems. i see the annotations on the trades but dont know what the form selling symbol is that i need to be looking at to know if these guys are holding these converted shares or dumping them. of course by then, its too late.
i need to get an ipod and join the modern world... malc.
morokoy - i am still holding CYXN despite the negative news and earnings from last Q. i deducted that it was an off Q and only that - the panic selling that resulted didnt phase me on the long term potential of the company.
now fernando is flashing a red sign and i value his opinion highly. after reading your post this all seems logical. its a large dilution of the common and also a large reduction of the preferred, and the conversion might not be as bad as it looks on the surface.
is this the jist of what you were saying, and only one question, are you still holding your CYXN thru all this? thanks, malc.
Thank you for the consideration. however, being as i bought in at .15 thinking that 2010 might be the breakout year, i am completely lost as to what to do with this small position. i couldnt get my exit even price so perhaps i'll just hang on thru the R/S and see what happens. my SANM did a R/S and exploded but this is a totally different story - AEPW is going private again and my only question is how they will buy out the remaining shares at that time. are there any legal parameters regarding how they can peg the fair value per share at that time?
we saw how they pegged the value of uneven shares at the time of the R/S - a whopping .068 per share when the common was trading for .20
this gives me absolutely no assurance as to the fairness of the company regarding the common stockholder period. the insiders own 70+% anyway.... thanks for the thoughts.... malc.
AEPW, you guys nailed todays projected action spot on this weekend. I put in the sell order sunday but stop limited and glad i did cause it opened on a rock. now that i'm red on this one i think i'll just watch and see for a bit. lots of buying at the .06-.08 range - it seems some folks wanted to even out their share counts or even load up on the negative news...
thanks bogus07. the warrants are looking like quite a deal at current price with a 5.50 strike price. the warrants will have a redeem call when the price of common is above 11.50 for 20 out of 30 days, correct? didnt TMI come close to hitting this a month ago or so? have they not already traded above 11.50 for 20/30?
thanks, malc.
Thanks. found the warrants under TMI'
Is anyone else here buying them @ 4.24 - they are down 20% from 10 days ago.
Good morning everyone. I tried (in vain) to find a ticker symbol to attempt to purchase some TMI warrants tmmrw thru my B of A/ M Lynch IRA account. Does anyone know how to find this info out? I can call them tmmrw i suppose but i'd rather have my purchase order online before the morning bell. Thanks alot to everyone here and special thanks lately in helping me decide what to do with my AEPW holdings considering recent (crappy) mngmt decisions regarding their poor little stockholders.... malc.
Thanks for your take traderfan. You are absolutely right, all bets are off for 2010 EPS because they wont be reporting. And it seems this is the preamble to going private, and obviously even if I hold my 5 shares until they buyout all remaining common holders come that time I likely wouldnt get fair value for them should they be worth much more come that time. All it takes is that announcement that they will only pay .068 for uneven shares at the R/S to confirm that.
OK. Looking for a replacement for the IRA for a long hold. Got any fav's for a buy now cheap for the LT returns? Thanks again for the input,
malc stone.
Thnx Joe. Still, this is a difficult decision for me. The first thought is that the stock will surely plummet on this news, likely down to the tune of the .068 buyout price. My second thought is that I still think the .20 EPS (pre-split) guidance for 2010 is still spot on so if I hold my whole 5 shares it still may be a LT winner. Either way, its a relatively small pos. in my IRA... will contemplate over beers and football today and tmmrw.
If I do sell monday I'll be looking for a new pos. to add with a 20 yr. hold in mind. Do you have any ideas for something I can get into relatively cheap currently with a boatload of potential down the road? I'm all ears and love doing weekend DD instead of otherwise doing weekend honeydews (inbetween football games of course).... thanks alot, malc.